Macmahon Holdings Limited

ASX:MAH 株式レポート

時価総額:AU$1.8b

Macmahon Holdings 配当と自社株買い

配当金 基準チェック /26

Macmahon Holdings配当を支払う会社であり、現在の利回りは1.74%で、収益によって十分にカバーされています。

主要情報

1.7%

配当利回り

0.04%

バイバック利回り

総株主利回り1.8%
将来の配当利回り2.3%
配当成長16.4%
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向44%

最近の配当と自社株買いの更新

Recent updates

ナラティブ更新 Jul 09

MAH: Higher Assumed P/E Will Sustain Overvaluation Risk

Analysts have lifted their price target for Macmahon Holdings from A$0.65 to A$0.75, citing updated assumptions for revenue growth, profit margins and future P/E as the key drivers of the revised fair value. What’s in the News No recent Macmahon Holdings company announcements were identified in the provided news sources.
ナラティブ更新 Jun 24

MAH: New Contracts And Order Book Strength Will Likely Mask Weaker Returns

Analysts have modestly raised their fair value estimate for Macmahon Holdings from A$0.74 to A$0.79, citing updated assumptions for revenue growth, profit margins and a slightly higher future P/E multiple. What's in the News Macmahon Holdings is drawing investor interest for its diversified mining services model, which gives exposure to multiple commodities without direct commodity price risk, according to recent coverage on the company.
ナラティブ更新 Jun 10

MAH: Wonawinta Contract Pipeline Will Limit Future Upside For Shares

Analysts have kept their A$0.82 price target for Macmahon Holdings unchanged, pointing to small adjustments in assumptions for discount rate, revenue growth, profit margin and future P/E, rather than any major shift in the overall valuation view. What's in the News Macmahon Holdings is in the spotlight among ASX penny stocks as it expands its mining services portfolio, according to recent coverage on smaller-cap opportunities.
ナラティブ更新 May 27

MAH: Index Additions And New Contract Will Likely Mask Weaker Future Returns

Analysts have raised their fair value estimate for Macmahon Holdings from A$0.49 to A$0.74, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples as key drivers of the higher price target. What's in the News Macmahon signed a Letter of Intent with Manuka Resources for full open pit mining services at the Wonawinta Silver project in New South Wales, covering drill and blast plus load and haul operations over an expected 5 year term, with total services valued at A$190 million (client announcement).
ナラティブ更新 May 07

MAH: Index Additions And New Wonawinta Contract Will Conceal Overvaluation Risk

Analysts have maintained their A$0.65 price target for Macmahon Holdings, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E that are broadly consistent with prior estimates. What's in the News Manuka Resources signed a Letter of Intent with Macmahon for full open pit mining services at the Wonawinta Silver project in New South Wales, with an initial 5 year term and total services valued at A$190 million, and targeted commencement of Macmahon services in June 2026 (Client announcement).
ナラティブ更新 Apr 20

MAH: Index Additions And New Contract Will Mask Overvaluation Risk

Analysts have increased their price target for Macmahon Holdings from A$0.34 to A$0.65, based on updated assumptions regarding the discount rate, revenue growth, profit margin, and future P/E multiples. What's in the News Macmahon entered a Letter of Intent with Manuka Resources for full open pit mining services at the Wonawinta silver project in New South Wales, with an expected 5 year contract term and total services value of A$190 million, and a target service commencement in June 2026 (Client Announcement).
ナラティブ更新 Apr 05

MAH: Index Inclusion And Wonawinta Contract Pipeline Will Support Future Upside

Analysts have kept Macmahon Holdings' fair value estimate steady at A$0.82 while fine tuning assumptions for discount rate, revenue growth, profit margin and future P/E. This has led to a marginally revised price target that reflects updated risk and earnings expectations without a major shift in overall valuation.
ナラティブ更新 Mar 22

MAH: Secured FY26 Revenue And Rising Dividend Payout Will Support Upside

Analysts have kept their A$0.82 price target for Macmahon Holdings steady. They point to relatively unchanged assumptions for revenue growth, profit margins and future P/E as the basis for this reaffirmed view.
ナラティブ更新 Mar 07

MAH: Secured Revenue And Higher Dividend Payout Will Support Future Upside

Analysts have kept their A$0.82 price target for Macmahon Holdings unchanged, citing only modest tweaks to their discount rate, revenue growth, profit margin and future P/E assumptions rather than any shift in their overall valuation view. What's in the News Board declared a fully franked interim dividend of A$0.0095 per share for the six month period ending 31 December 2025, compared with A$0.0055 per share for 1H25, described as up 73% in the company announcement (Key Developments).
ナラティブ更新 Feb 21

MAH: Fair Value View Will Rely On Secured Revenue And Dividend Discipline

The analyst fair value estimate for Macmahon Holdings has shifted from A$0.65 to A$0.82. Analysts link this change to updated assumptions around the discount rate, revenue growth, profit margins, and future P/E.
ナラティブ更新 Feb 07

MAH: Stable Assumptions Will Likely Lead To Disappointing Future Earnings

Analysts have left their price target for Macmahon Holdings essentially unchanged at A$0.49, citing a steady view on fair value, discount rate, revenue growth, profit margin and future P/E assumptions. Valuation Changes Fair Value: The fair value estimate remains essentially unchanged at A$0.49 per share, indicating a stable central valuation view.
分析記事 Jan 30

Do Macmahon Holdings' (ASX:MAH) Earnings Warrant Your Attention?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
ナラティブ更新 Jan 24

MAH: Steady Fair Value And Minor Assumption Shifts Will Shape Future Returns

Analysts have kept their fair value estimate for Macmahon Holdings steady at A$0.65, with only small tweaks to assumptions such as the discount rate, revenue growth, profit margin and future P/E to refine their updated price target view. Valuation Changes Fair Value Estimate: Held steady at A$0.65 per share, with no change between the previous and updated assessment.
ナラティブ更新 Jan 09

MAH: Higher Discount Rate And Richer P/E Will Restrain Future Upside

Narrative Update on Macmahon Holdings The analyst price target for Macmahon Holdings has shifted from A$0.49 to A$0.65. Analysts point to updated assumptions for discount rate, revenue growth, profit margin and future P/E as the key drivers behind the change.
ナラティブ更新 Dec 25

MAH: Future Earnings Will Likely Disappoint Despite Lower Discount Rate

Analysts have nudged their price target for Macmahon Holdings slightly higher to reflect modest improvements in the company’s discount rate assumptions and long term profitability outlook, while leaving fair value essentially unchanged at about $0.49 per share. Valuation Changes Fair Value: Unchanged at approximately A$0.49 per share, indicating no material shift in the intrinsic value estimate.
分析記事 Dec 22

Investors Still Aren't Entirely Convinced By Macmahon Holdings Limited's (ASX:MAH) Earnings Despite 25% Price Jump

Macmahon Holdings Limited ( ASX:MAH ) shares have continued their recent momentum with a 25% gain in the last month...
ナラティブ更新 Dec 11

MAH: Higher Discount Rate Will Likely Weigh On Future Earnings

Analysts have modestly raised their price target for Macmahon Holdings to approximately A$0.49 per share. This reflects slightly higher long term discount rate assumptions, while views on growth, profitability and valuation multiples remain largely unchanged.
ナラティブ更新 Nov 27

MAH: Rising Discount Rate Will Likely Pressure Future Profit Margins

Analysts have raised their price target for Macmahon Holdings from $0.44 to $0.49 per share. This change reflects increased expectations for revenue growth along with updated discount rate assumptions.
分析記事 Nov 13

Does Macmahon Holdings (ASX:MAH) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Aug 26

Macmahon Holdings' (ASX:MAH) Strong Earnings Are Of Good Quality

When companies post strong earnings, the stock generally performs well, just like Macmahon Holdings Limited's ( ASX:MAH...
分析記事 Aug 20

Investors Still Aren't Entirely Convinced By Macmahon Holdings Limited's (ASX:MAH) Earnings Despite 37% Price Jump

Despite an already strong run, Macmahon Holdings Limited ( ASX:MAH ) shares have been powering on, with a gain of 37...
ナラティブ更新 Aug 20

Our Capital Light Blueprint Will Expand Indonesian Mining And Infrastructure

Despite a notable reduction in consensus revenue growth forecasts, a modest improvement in net profit margin has contributed to a raised analyst price target for Macmahon Holdings from A$0.37 to A$0.41. Valuation Changes Summary of Valuation Changes for Macmahon Holdings The Consensus Analyst Price Target has significantly risen from A$0.37 to A$0.41.
User avatar
新しいナラティブ Apr 27

Our Capital Light Blueprint Will Expand Indonesian Mining And Infrastructure

Acquiring Decmil and diversifying services positions Macmahon for robust growth and higher returns, enhancing earnings and shareholder value.
分析記事 Feb 24

Macmahon Holdings' (ASX:MAH) Soft Earnings Are Actually Better Than They Appear

Soft earnings didn't appear to concern Macmahon Holdings Limited's ( ASX:MAH ) shareholders over the last week. We did...
分析記事 Feb 19

Macmahon Holdings (ASX:MAH) Has A Somewhat Strained Balance Sheet

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
分析記事 Nov 19

Here's Why Macmahon Holdings (ASX:MAH) Can Manage Its Debt Responsibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Sep 04

The Market Lifts Macmahon Holdings Limited (ASX:MAH) Shares 25% But It Can Do More

Macmahon Holdings Limited ( ASX:MAH ) shares have had a really impressive month, gaining 25% after a shaky period...
分析記事 Mar 14

Macmahon Holdings Limited's (ASX:MAH) Shares Bounce 26% But Its Business Still Trails The Market

Macmahon Holdings Limited ( ASX:MAH ) shares have had a really impressive month, gaining 26% after a shaky period...
分析記事 Nov 27

Is Macmahon Holdings (ASX:MAH) Using Too Much Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 Jun 30

Calculating The Fair Value Of Macmahon Holdings Limited (ASX:MAH)

Key Insights The projected fair value for Macmahon Holdings is AU$0.15 based on 2 Stage Free Cash Flow to Equity...
分析記事 Apr 20

Here's Why Macmahon Holdings (ASX:MAH) Can Manage Its Debt Responsibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Dec 28

Does Macmahon Holdings (ASX:MAH) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Aug 12

Calculating The Fair Value Of Macmahon Holdings Limited (ASX:MAH)

In this article we are going to estimate the intrinsic value of Macmahon Holdings Limited ( ASX:MAH ) by taking the...
分析記事 Apr 27

Are Investors Undervaluing Macmahon Holdings Limited (ASX:MAH) By 43%?

Does the April share price for Macmahon Holdings Limited ( ASX:MAH ) reflect what it's really worth? Today, we will...

決済の安定と成長

配当データの取得

安定した配当: 配当金の支払いは安定していますが、 MAHが配当金を支払っている期間は 10 年未満です。

増加する配当: MAHの配当金は増加していますが、同社は7年間しか配当金を支払っていません。


配当利回り対市場

Macmahon Holdings 配当利回り対市場
MAH 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (MAH)1.7%
市場下位25% (AU)2.7%
市場トップ25% (AU)6.6%
業界平均 (Metals and Mining)3.4%
アナリスト予想 (MAH) (最長3年)2.3%

注目すべき配当: MAHの配当金 ( 1.74% ) はAustralian市場の配当金支払者の下位 25% ( 2.71% ) と比べると目立ったものではありません。

高配当: MAHの配当金 ( 1.74% ) はAustralian市場の配当金支払者の上位 25% ( 6.57% ) と比較すると低いです。


株主への利益配当

収益カバレッジ: MAHの 配当性向 ( 44% ) はかなり低いため、配当金の支払いは利益によって十分にカバーされます。


株主配当金

キャッシュフローカバレッジ: MAHは低い 現金配当性向 ( 19% ) であるため、配当金の支払いはキャッシュフローによって十分にカバーされています。


高配当企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/07/17 07:47
終値2026/07/17 00:00
収益2025/12/31
年間収益2025/06/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Macmahon Holdings Limited 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12

アナリスト機関
Megan Kirby-LewisBarrenjoey Markets Pty Limited
Marcus BarnardBell Potter
Cameron BellCanaccord Genuity