Mencast Holdings（5NF）株式概要投資持株会社であるメンキャスト・ホールディングス・リミテッドは、エンジニアリング、メンテナンス、修理、オーバーホールのソリューションをシンガポール、その他のアジア、そして国際的に提供している。 詳細5NF ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長0/6過去の実績0/6財務の健全性5/6配当金0/6報酬当社が推定した公正価値より65.8%で取引されている リスク分析過去5年間で収益は年間26.9%減少しました。 意味のある時価総額がありません ( SGD42M )すべてのリスクチェックを見る5NF Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW482,187 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA482,187 investors already sharing narrativesYour Fair ValueS$Current PriceS$0.08812.0% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-79m74m2016201920222025202620282031Revenue S$48.2mEarnings S$4.4mAdvancedSet Fair ValueView all narrativesMencast Holdings Ltd. 競合他社Kim HengSymbol: Catalist:5G2Market cap: S$51.5mMTQSymbol: SGX:M05Market cap: S$47.8mCH OffshoreSymbol: SGX:C13Market cap: S$27.5mVallianz HoldingsSymbol: Catalist:WPCMarket cap: S$72.7m価格と性能株価の高値、安値、推移の概要Mencast Holdings過去の株価現在の株価S$0.08852週高値S$0.1352週安値S$0.027ベータ0.831ヶ月の変化6.02%3ヶ月変化-19.27%1年変化225.93%3年間の変化91.30%5年間の変化125.64%IPOからの変化-62.07%最新ニュースお知らせ • Apr 17Mencast Holdings Ltd. announced that it expects to receive SGD 3 million in fundingMencast Holdings Ltd. announced a private placement of Convertible Bonds of the company in the aggregate principal amount of SGD 3,000,000 on April 15, 2026. The Bonds are convertible into Common Shares of the company.お知らせ • Apr 16Mencast Holdings Ltd. announced that it expects to receive SGD 3 million in fundingMencast Holdings Ltd. announced a private placement of Convertible Bonds of the company in the aggregate principal amount of SGD 3,000,000 on April 15, 2026. The Bonds are convertible into Common Shares of the company.お知らせ • Apr 13Mencast Holdings Ltd., Annual General Meeting, Apr 28, 2026Mencast Holdings Ltd., Annual General Meeting, Apr 28, 2026, at 15:00 Singapore Standard Time. Location: 42b penjuru road, level 2 auditorium, singapore 609163, SingaporeReported Earnings • Mar 03Full year 2025 earnings released: S$0.007 loss per share (vs S$0.005 profit in FY 2024)Full year 2025 results: S$0.007 loss per share (down from S$0.005 profit in FY 2024). Revenue: S$46.3m (down 13% from FY 2024). Net loss: S$3.45m (down 243% from profit in FY 2024). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.New Risk • Mar 01New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.9x net interest cover). Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Share price has been volatile over the past 3 months (13% average weekly change). Market cap is less than US$100m (S$37.1m market cap, or US$29.3m).お知らせ • Feb 15Mencast Holdings Ltd. Provides Earnings Guidance for the Financial Year Ended 31 December 2025Mencast Holdings Ltd. provided earnings guidance for the financial year ended 31 December 2025. For the period, the Group expects to report a net loss for FY2025 compared with a net profit for the preceding financial year ended 31 December 2024. The expected net loss is mainly attributable to (i) lower revenue and gross margins arising from softer demand conditions in certain segments, as well as differences in project execution timing during the financial year, (ii) a one-off non-cash impairment of a specific asset and receivables, arising primarily from a debtor-specific credit event, and (iii) certain non-recurring and exceptional expenses incurred in FY2025. The Company is in the process of finalising the unaudited consolidated financial results of the Group for FY2025. Further details of the Group's financial performance for FY2025 will be disclosed in the Group's unaudited consolidated financial results for FY2025, to be released on or before 1 March 2026.最新情報をもっと見るRecent updatesお知らせ • Apr 17Mencast Holdings Ltd. announced that it expects to receive SGD 3 million in fundingMencast Holdings Ltd. announced a private placement of Convertible Bonds of the company in the aggregate principal amount of SGD 3,000,000 on April 15, 2026. The Bonds are convertible into Common Shares of the company.お知らせ • Apr 16Mencast Holdings Ltd. announced that it expects to receive SGD 3 million in fundingMencast Holdings Ltd. announced a private placement of Convertible Bonds of the company in the aggregate principal amount of SGD 3,000,000 on April 15, 2026. The Bonds are convertible into Common Shares of the company.お知らせ • Apr 13Mencast Holdings Ltd., Annual General Meeting, Apr 28, 2026Mencast Holdings Ltd., Annual General Meeting, Apr 28, 2026, at 15:00 Singapore Standard Time. Location: 42b penjuru road, level 2 auditorium, singapore 609163, SingaporeReported Earnings • Mar 03Full year 2025 earnings released: S$0.007 loss per share (vs S$0.005 profit in FY 2024)Full year 2025 results: S$0.007 loss per share (down from S$0.005 profit in FY 2024). Revenue: S$46.3m (down 13% from FY 2024). Net loss: S$3.45m (down 243% from profit in FY 2024). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.New Risk • Mar 01New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.9x net interest cover). Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Share price has been volatile over the past 3 months (13% average weekly change). Market cap is less than US$100m (S$37.1m market cap, or US$29.3m).お知らせ • Feb 15Mencast Holdings Ltd. Provides Earnings Guidance for the Financial Year Ended 31 December 2025Mencast Holdings Ltd. provided earnings guidance for the financial year ended 31 December 2025. For the period, the Group expects to report a net loss for FY2025 compared with a net profit for the preceding financial year ended 31 December 2024. The expected net loss is mainly attributable to (i) lower revenue and gross margins arising from softer demand conditions in certain segments, as well as differences in project execution timing during the financial year, (ii) a one-off non-cash impairment of a specific asset and receivables, arising primarily from a debtor-specific credit event, and (iii) certain non-recurring and exceptional expenses incurred in FY2025. The Company is in the process of finalising the unaudited consolidated financial results of the Group for FY2025. Further details of the Group's financial performance for FY2025 will be disclosed in the Group's unaudited consolidated financial results for FY2025, to be released on or before 1 March 2026.お知らせ • Feb 13Mencast Holdings Ltd. to Report Fiscal Year 2025 Results on Mar 01, 2026Mencast Holdings Ltd. announced that they will report fiscal year 2025 results on Mar 01, 2026New Risk • Aug 27New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Singaporean stocks, typically moving 15% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.9x net interest cover). Share price has been highly volatile over the past 3 months (15% average weekly change). Minor Risk Market cap is less than US$100m (S$16.0m market cap, or US$12.4m).Reported Earnings • Aug 17First half 2025 earnings released: EPS: S$0 (vs S$0.001 loss in 1H 2024)First half 2025 results: EPS: S$0 (improved from S$0.001 loss in 1H 2024). Revenue: S$25.0m (down 1.8% from 1H 2024). Net loss: S$144.0k (loss narrowed 65% from 1H 2024). Over the last 3 years on average, earnings per share has fallen by 29% per year whereas the company’s share price has fallen by 26% per year.Reported Earnings • Apr 13Full year 2024 earnings released: EPS: S$0.005 (vs S$0.003 in FY 2023)Full year 2024 results: EPS: S$0.005 (up from S$0.003 in FY 2023). Revenue: S$53.5m (up 11% from FY 2023). Net income: S$2.42m (up 66% from FY 2023). Profit margin: 4.5% (up from 3.0% in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.お知らせ • Apr 11Mencast Holdings Ltd., Annual General Meeting, Apr 28, 2025Mencast Holdings Ltd., Annual General Meeting, Apr 28, 2025, at 10:30 Singapore Standard Time. Location: 42b penjuru road, level 2 auditorium, singapore 609163, SingaporeNew Risk • Mar 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 25% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.9x net interest cover). Market cap is less than US$10m (S$11.5m market cap, or US$8.67m). Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Large one-off items impacting financial results.お知らせ • Feb 28Mencast Holdings Ltd. to Report Fiscal Year 2024 Results on Feb 27, 2025Mencast Holdings Ltd. announced that they will report fiscal year 2024 results on Feb 27, 2025New Risk • Feb 28New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.9x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.9x net interest cover). Share price has been highly volatile over the past 3 months (14% average weekly change). Market cap is less than US$10m (S$11.5m market cap, or US$8.55m).Reported Earnings • Feb 28Full year 2024 earnings released: EPS: S$0.005 (vs S$0.003 in FY 2023)Full year 2024 results: EPS: S$0.005 (up from S$0.003 in FY 2023). Revenue: S$53.5m (up 11% from FY 2023). Net income: S$2.42m (up 66% from FY 2023). Profit margin: 4.5% (up from 3.0% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.お知らせ • Feb 27Mencast Holdings Ltd. Announces Changes in the Composition of Nominating CommitteeThe Board of Directors of Mencast Holdings Ltd. announced the appointment of Mr. Lim Yeow Hua @ Lim You Qin as a member of the Nominating Committee with effect from 27 February 2025. Following the above appointment, the Nominating Committee shall be re-constituted with effect from 27 February 2025 as follows: Nominating Committee: - Ms. Lee Kim Lian, Juliana - (Chairman), Mr. Sim Soon Ngee Glenndle - (Member), Mr. Marini Martin Vincent - (Member), Mr. Lim Yeow Hua @ Lim You Qin - (Member).New Risk • Feb 14New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Singaporean stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Market cap is less than US$10m (S$12.5m market cap, or US$9.26m).お知らせ • Aug 14Mencast Holdings Ltd. to Report First Half, 2024 Results on Aug 13, 2024Mencast Holdings Ltd. announced that they will report first half, 2024 results on Aug 13, 2024New Risk • Aug 14New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: S$12.9m (US$9.82m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.6x net interest cover). Share price has been highly volatile over the past 3 months (14% average weekly change). Market cap is less than US$10m (S$12.9m market cap, or US$9.82m). Minor Risk Large one-off items impacting financial results.New Risk • Jun 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Singaporean stocks, typically moving 14% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.6x net interest cover). Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (S$18.4m market cap, or US$13.6m).New Risk • Jun 01New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.6x net interest cover). Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (2.0% increase in shares outstanding). Market cap is less than US$100m (S$13.8m market cap, or US$10.2m).お知らせ • Apr 30Mencast Holdings Ltd. Approves Board and Committee ChangesThe Board of Directors of Mencast Holdings Ltd. announced the following changes: RETIREMENT OF INDEPENDENT DIRECTORS: Mr. Sunny Wong Fook Choy, Lead Independent Director, has retired from office at the Annual General Meeting (“AGM”) held on 29 April 2024. Consequently, he has ceased to be Chairman of the Nominating Committee as well as a member of the Audit Committee and Remuneration Committee. Mr. Ng Chee Keong, Independent Director, has retired from office at the AGM. Consequently, he has ceased to be Chairman of the Remuneration Committee as well as a member of the Audit Committee and Nominating Committee. Mr. Leow David Ivan, Independent Director, has retired from office at the AGM. Consequently, he has ceased to be Chairman of the Audit Committee, Corporate Strategy and Communications Committee as well as a member of the Remuneration Committee. Following the approval of the Company’s shareholders at the AGM held on 29 April 2024: Mr. Lim Yeow Hua @ Lim You Qin has been appointed as Lead Independent Director at the AGM and will assume the position of Chairman of the Audit Committee. Mr. Marini Martin Vincent has been appointed as Independent Director at the AGM.Reported Earnings • Apr 16Full year 2023 earnings released: EPS: S$0.003 (vs S$0.001 loss in FY 2022)Full year 2023 results: EPS: S$0.003 (up from S$0.001 loss in FY 2022). Revenue: S$48.4m (up 14% from FY 2022). Net income: S$1.46m (up S$1.76m from FY 2022). Profit margin: 3.0% (up from net loss in FY 2022). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 13Mencast Holdings Ltd., Annual General Meeting, Apr 29, 2024Mencast Holdings Ltd., Annual General Meeting, Apr 29, 2024, at 15:00 Singapore Standard Time. Location: 42B Penjuru Road, Level 2 Auditorium Singapore Agenda: To receive and adopt the Directors' Statement and the Audited Financial Statements of the Company for the financial year ended 31 December 2023 together with the Auditors' Report; To re-elect Director of the Company ; To approve the payment of Directors' fees of S$174,480 for the financial year ended 31 December 2023; To re-appoint CLA Global TS Public Accounting Corporation as the Independent Auditor of the Company and to authorise the Directors to fix their remuneration; To transact any other ordinary business which may properly be transacted.New Risk • Mar 19New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: S$12.8m (US$9.52m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.6x net interest cover). Market cap is less than US$10m (S$12.8m market cap, or US$9.52m). Minor Risks Share price has been volatile over the past 3 months (8.5% average weekly change). Large one-off items impacting financial results.New Risk • Mar 05New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 18,220% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.6x net interest cover). Minor Risks Share price has been volatile over the past 3 months (8.7% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (S$13.7m market cap, or US$10.2m).お知らせ • Feb 28Mencast Holdings Ltd. to Report Fiscal Year 2023 Results on Feb 26, 2024Mencast Holdings Ltd. announced that they will report fiscal year 2023 results on Feb 26, 2024Reported Earnings • Feb 27Full year 2023 earnings released: EPS: S$0.003 (vs S$0.001 loss in FY 2022)Full year 2023 results: EPS: S$0.003 (up from S$0.001 loss in FY 2022). Revenue: S$48.4m (up 14% from FY 2022). Net income: S$1.46m (up S$1.76m from FY 2022). Profit margin: 3.0% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.New Risk • Aug 17New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 120% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.6x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.0% net profit margin). Significant insider selling over the past 3 months (S$101k sold). Market cap is less than US$100m (S$19.2m market cap, or US$14.1m).Reported Earnings • Aug 17First half 2023 earnings released: EPS: S$0.005 (vs S$0.001 in 1H 2022)First half 2023 results: EPS: S$0.005 (up from S$0.001 in 1H 2022). Revenue: S$23.7m (up 34% from 1H 2022). Net income: S$2.08m (up S$1.75m from 1H 2022). Profit margin: 8.8% (up from 1.8% in 1H 2022). Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.New Risk • Aug 13New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.6x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.6x net interest cover). Minor Risks Profit margins are more than 30% lower than last year (3.0% net profit margin). Significant insider selling over the past 3 months (S$101k sold). Market cap is less than US$100m (S$19.6m market cap, or US$14.5m).Recent Insider Transactions • May 24Insider recently sold S$101k worth of stockOn the 19th of May, Chee Cheong Gay sold around 2m shares on-market at roughly S$0.05 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.お知らせ • Feb 18Mencast Holdings Ltd. Provides Earnings Guidance for the Full Year Ended December 31, 2022The Board of Directors (Board) of Mencast Holdings Ltd. announced that based on the information currently available and following the preliminary review of the unaudited financial results for the full year ended 31 December 2022 (FY 2022), the Group expects to report a net loss after tax (as compared to a net profit after tax for the previous financial year ended 31 December 2021), due to challenges arising from margin compression, inflationary pressures, interest rate increases and a non-recurring loss on the termination of lease of premises (as announced on 8 June 2022).分析記事 • Feb 16Mencast Holdings (SGX:5NF) Might Have The Makings Of A Multi-BaggerIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Independent Director Leow David Ivan was the last director to join the board, commencing their role in 2013. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.分析記事 • Oct 28We Think Mencast Holdings (SGX:5NF) Is Taking Some Risk With Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Reported Earnings • Aug 14First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down S$194.0k from profit in 1H 2021). Profit margin: (down from 0.9% in 1H 2021). Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 13Mencast Holdings Ltd. to Report First Half, 2022 Results on Aug 13, 2022Mencast Holdings Ltd. announced that they will report first half, 2022 results on Aug 13, 2022分析記事 • Jul 26There's Been No Shortage Of Growth Recently For Mencast Holdings' (SGX:5NF) Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...お知らせ • Jul 02Time Marine Engineering Pte Ltd and Chen Rongxiang Jeremiah Charles completed the acquisition of Mencast Subsea Pte. Ltd from Mencast Holdings Ltd. (SGX:5NF).Time Marine Engineering Pte Ltd and Chen Rongxiang Jeremiah Charles signed an agreement to acquire Mencast Subsea Pte. Ltd from Mencast Holdings Ltd. (SGX:5NF) for SGD 2.1 million on June 10, 2022. The Time Marine Engineering Pte Ltd acquire 97% and Chen Rongxiang Jeremiah Charles acquire 3% stake in Mencast Subsea Pte. Ltd. The net asset value for the Sale Companies as at December 31, 2021 was SGD 4.509 million, and the net asset value of the Group as at December 31, 2021 was SGD 29.885 million. Time Marine Engineering Pte Ltd and Chen Rongxiang Jeremiah Charles completed the acquisition of Mencast Subsea Pte. Ltd from Mencast Holdings Ltd. (SGX:5NF) on June 30, 2022.分析記事 • Jun 08Mencast Holdings (SGX:5NF) Takes On Some Risk With Its Use Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Independent Director Leow David Ivan was the last director to join the board, commencing their role in 2013. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 16Full year 2021 earnings released: EPS: S$0.015 (vs S$0.016 in FY 2020)Full year 2021 results: EPS: S$0.015 (down from S$0.016 in FY 2020). Revenue: S$51.3m (up 9.4% from FY 2020). Net income: S$6.51m (down 7.6% from FY 2020). Profit margin: 13% (down from 15% in FY 2020). Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings.お知らせ • Apr 14Mencast Holdings Ltd., Annual General Meeting, Apr 29, 2022Mencast Holdings Ltd., Annual General Meeting, Apr 29, 2022, at 10:30 Singapore Standard Time. Agenda: To receive and adopt the Directors' Statement and the Audited Financial Statements of the Company for the financial year ended 31 December 2021; to consider re-election of directors; to approve the payment of directors' fees for the financial year ended 31 December 2021; to appoint Nexia TS Public Accounting Corporation as the independent auditor of the company and to authorise the directors to fix their remuneration; and to transact any other ordinary business which may properly be transacted at the annual general meeting.Reported Earnings • Mar 02Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: S$0.015 (down from S$0.016 in FY 2020). Revenue: S$51.3m (up 9.4% from FY 2020). Net income: S$6.51m (down 7.6% from FY 2020). Profit margin: 13% (down from 15% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 4.7%. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.分析記事 • Mar 02The Market Doesn't Like What It Sees From Mencast Holdings Ltd.'s (SGX:5NF) Earnings YetWhen close to half the companies in Singapore have price-to-earnings ratios (or "P/E's") above 13x, you may consider...お知らせ • Feb 25An unknown buyer completed the acquisition of S & W Process Equipment (Changshu) Co., Ltd. from Mencast Holdings Ltd. (SGX:5NF).An unknown buyer entered into a sale and purchase agreement to acquire S&W Process Equipment (Changshu) Co., Ltd. from Mencast Holdings Ltd. (SGX:5NF) for CNY 1 on December 27, 2021. The consideration was arrived at on a willing buyer willing seller basis. Upon the completion of the disposal, SWP will cease to be a wholly owned subsidiary of the Mencast Holdings. The net liabilities of SWP as at June 30, 2021 were CNY 19.02 million. The disposal is conditional upon the approval of the shareholders of the Mencast Holdings and the Singapore Exchange Securities Trading Limited (“SGX-ST”). An unknown buyer completed the acquisition of S & W Process Equipment (Changshu) Co., Ltd. from Mencast Holdings Ltd. (SGX:5NF) for CNY 1 on February 23, 2022.お知らせ • Dec 28An unknown buyer entered into a sale and purchase agreement to acquire S&W Process Equipment (Changshu) Co., Ltd. from Mencast Holdings Ltd. (SGX:5NF) for CNY 1An unknown buyer entered into a sale and purchase agreement to acquire S&W Process Equipment (Changshu) Co., Ltd. from Mencast Holdings Ltd. (SGX:5NF) for CNY 1 on December 27, 2021. The consideration was arrived at on a willing buyer willing seller basis. Upon the completion of the disposal, SWP will cease to be a wholly owned subsidiary of the Mencast Holdings. The net liabilities of SWP as at June 30, 2021 were CNY 19.02 million. The disposal is conditional upon the approval of the shareholders of the Mencast Holdings and the Singapore Exchange Securities Trading Limited (“SGX-ST”).分析記事 • Dec 09Is Mencast Holdings (SGX:5NF) Weighed On By Its Debt Load?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Aug 26Is Mencast Holdings (SGX:5NF) Using Debt In A Risky Way?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • May 17First quarter 2021 earnings releasedThe company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: S$11.2m (down 36% from 1Q 2020). Net income: S$181.0k (down 98% from 1Q 2020). Profit margin: 1.6% (down from 61% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 126% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.分析記事 • Apr 28Is Mencast Holdings (SGX:5NF) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Reported Earnings • Feb 27Full year 2020 earnings released: EPS S$0.016 (vs S$0.024 loss in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: S$46.9m (down 23% from FY 2019). Net income: S$7.05m (up S$17.2m from FY 2019). Profit margin: 15% (up from net loss in FY 2019). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.分析記事 • Jan 13Does Mencast Holdings (SGX:5NF) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Nov 13KSE Marine Works Pte. Ltd. completed the acquisition of remaining 51% stake in Mencast-KSE Pte. Ltd. from Mencast Holdings Ltd. (SGX:5NF).KSE Marine Works Pte. Ltd. entered into a sale and purchase agreement to remaining 51% stake in Mencast-KSE Pte. Ltd. from Mencast Holdings Ltd. (SGX:5NF) for SGD 0.6 million on October 2, 2020. Under the terms of the transaction, KSE Marine paid the consideration on the date of agreement signed. The transaction is subject to KSE Marine and Mencast Holdings entering into an agreement by October 15, 2020 for the Mencast Holdings to exclusively repair and maintain the KSE Marine’s dredgers. KSE Marine, Mencast Holdings and Mencast-KSE entering into an agreement where Mencast-KSE shall agree to novate all debts owed by Mencast-KSE and KSE Marine shall agree to undertake and repay such inter-company debts, approval from shareholders and board of the Mencast Holdings. Mencast Holdings intends to utilize the consideration for general working capital requirement of the Group. KSE Marine Works Pte. Ltd. completed the acquisition of remaining 51% stake in Mencast-KSE Pte. Ltd. from Mencast Holdings Ltd. (SGX:5NF) on November 12, 2020.お知らせ • Aug 18Mencast Holdings Ltd. to Report Q2, 2020 Results on Aug 14, 2020Mencast Holdings Ltd. announced that they will report Q2, 2020 results on Aug 14, 2020株主還元5NFSG Energy ServicesSG 市場7D-1.1%1.4%-0.7%1Y225.9%-15.1%27.6%株主還元を見る業界別リターン: 5NF過去 1 年間で-15.1 % の収益を上げたSG Energy Services業界を上回りました。リターン対市場: 5NF過去 1 年間で27.6 % の収益を上げたSG市場を上回りました。価格変動Is 5NF's price volatile compared to industry and market?5NF volatility5NF Average Weekly Movement7.9%Energy Services Industry Average Movement7.9%Market Average Movement5.0%10% most volatile stocks in SG Market11.5%10% least volatile stocks in SG Market2.4%安定した株価: 5NF 、 SG市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 5NFの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1981302Glenndle Simwww.mencast.com.sgメンキャスト・ホールディングス（Mencast Holdings Ltd.）は、投資持株会社で、シンガポール、その他のアジア、および国際的にエンジニアリング、メンテナンス、修理、オーバーホールのソリューションを提供している。オフショア・エンジニアリング事業、海洋事業、エネルギー・サービス事業を行っている。オフショア・エンジニアリング部門は、オフショア構造物の検査、メンテナンス、製作を行うほか、建設・インフラ、石油・ガス、エネルギー・公益事業、水処理・埋立の各分野向けにエンジニアリングやその他の陸上構造物関連サービスを提供している。また、構造物や精密エンジニアリング・システムの設計、調達、製造、据付、プラント・サービスも提供している。海洋部門は、船尾装置の製造、オフショア石油・ガスおよび海洋産業におけるプロペラの修理・改造サービス、CPPブレードの修理、貨物ポンプ、ケーシング、ディフューザー、インペラーの腐食・破損部品の青銅鋳造、造船所、停泊所、港湾、埠頭、桟橋、船上での検査・修理・メンテナンスなどのサービスとソリューションを提供している。エネルギー・サービス部門は、廃棄物処理および回収廃棄物システム、廃棄物、水、油性スラッジ、斜面、泥油、汚染土壌、固形廃棄物、フィルターケーキの処理を提供している。また、船尾装備の供給、改修、再調整、石油・ガス機器と精密エンジニアリングサービスの提供、コンサルタントサービスも行っている。メンキャスト・ホールディングスは1981年に設立され、シンガポールを拠点としている。もっと見るMencast Holdings Ltd. 基礎のまとめMencast Holdings の収益と売上を時価総額と比較するとどうか。5NF 基礎統計学時価総額S$41.56m収益（TTM）-S$2.03m売上高(TTM)S$42.72m1.0xP/Sレシオ-20.5xPER（株価収益率5NF は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計5NF 損益計算書（TTM）収益S$42.72m売上原価S$32.77m売上総利益S$9.96mその他の費用S$11.99m収益-S$2.03m直近の収益報告Jun 30, 2026次回決算日該当なし一株当たり利益（EPS）-0.0043グロス・マージン23.30%純利益率-4.75%有利子負債／自己資本比率153.0%5NF の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation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2026/08/18 06:31終値2026/08/18 00:00収益2026/06/30年間収益2025/12/31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SECフォーム10-KSECフォーム10-Q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アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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や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Mencast Holdings Ltd. 0 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。2 アナリスト機関Yue LeeRHB Investment Banknull nullUOB Kay Hian Research Pte Ltd
お知らせ • Apr 17Mencast Holdings Ltd. announced that it expects to receive SGD 3 million in fundingMencast Holdings Ltd. announced a private placement of Convertible Bonds of the company in the aggregate principal amount of SGD 3,000,000 on April 15, 2026. The Bonds are convertible into Common Shares of the company.
お知らせ • Apr 16Mencast Holdings Ltd. announced that it expects to receive SGD 3 million in fundingMencast Holdings Ltd. announced a private placement of Convertible Bonds of the company in the aggregate principal amount of SGD 3,000,000 on April 15, 2026. The Bonds are convertible into Common Shares of the company.
お知らせ • Apr 13Mencast Holdings Ltd., Annual General Meeting, Apr 28, 2026Mencast Holdings Ltd., Annual General Meeting, Apr 28, 2026, at 15:00 Singapore Standard Time. Location: 42b penjuru road, level 2 auditorium, singapore 609163, Singapore
Reported Earnings • Mar 03Full year 2025 earnings released: S$0.007 loss per share (vs S$0.005 profit in FY 2024)Full year 2025 results: S$0.007 loss per share (down from S$0.005 profit in FY 2024). Revenue: S$46.3m (down 13% from FY 2024). Net loss: S$3.45m (down 243% from profit in FY 2024). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.
New Risk • Mar 01New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.9x net interest cover). Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Share price has been volatile over the past 3 months (13% average weekly change). Market cap is less than US$100m (S$37.1m market cap, or US$29.3m).
お知らせ • Feb 15Mencast Holdings Ltd. Provides Earnings Guidance for the Financial Year Ended 31 December 2025Mencast Holdings Ltd. provided earnings guidance for the financial year ended 31 December 2025. For the period, the Group expects to report a net loss for FY2025 compared with a net profit for the preceding financial year ended 31 December 2024. The expected net loss is mainly attributable to (i) lower revenue and gross margins arising from softer demand conditions in certain segments, as well as differences in project execution timing during the financial year, (ii) a one-off non-cash impairment of a specific asset and receivables, arising primarily from a debtor-specific credit event, and (iii) certain non-recurring and exceptional expenses incurred in FY2025. The Company is in the process of finalising the unaudited consolidated financial results of the Group for FY2025. Further details of the Group's financial performance for FY2025 will be disclosed in the Group's unaudited consolidated financial results for FY2025, to be released on or before 1 March 2026.
お知らせ • Apr 17Mencast Holdings Ltd. announced that it expects to receive SGD 3 million in fundingMencast Holdings Ltd. announced a private placement of Convertible Bonds of the company in the aggregate principal amount of SGD 3,000,000 on April 15, 2026. The Bonds are convertible into Common Shares of the company.
お知らせ • Apr 16Mencast Holdings Ltd. announced that it expects to receive SGD 3 million in fundingMencast Holdings Ltd. announced a private placement of Convertible Bonds of the company in the aggregate principal amount of SGD 3,000,000 on April 15, 2026. The Bonds are convertible into Common Shares of the company.
お知らせ • Apr 13Mencast Holdings Ltd., Annual General Meeting, Apr 28, 2026Mencast Holdings Ltd., Annual General Meeting, Apr 28, 2026, at 15:00 Singapore Standard Time. Location: 42b penjuru road, level 2 auditorium, singapore 609163, Singapore
Reported Earnings • Mar 03Full year 2025 earnings released: S$0.007 loss per share (vs S$0.005 profit in FY 2024)Full year 2025 results: S$0.007 loss per share (down from S$0.005 profit in FY 2024). Revenue: S$46.3m (down 13% from FY 2024). Net loss: S$3.45m (down 243% from profit in FY 2024). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.
New Risk • Mar 01New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.9x net interest cover). Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Share price has been volatile over the past 3 months (13% average weekly change). Market cap is less than US$100m (S$37.1m market cap, or US$29.3m).
お知らせ • Feb 15Mencast Holdings Ltd. Provides Earnings Guidance for the Financial Year Ended 31 December 2025Mencast Holdings Ltd. provided earnings guidance for the financial year ended 31 December 2025. For the period, the Group expects to report a net loss for FY2025 compared with a net profit for the preceding financial year ended 31 December 2024. The expected net loss is mainly attributable to (i) lower revenue and gross margins arising from softer demand conditions in certain segments, as well as differences in project execution timing during the financial year, (ii) a one-off non-cash impairment of a specific asset and receivables, arising primarily from a debtor-specific credit event, and (iii) certain non-recurring and exceptional expenses incurred in FY2025. The Company is in the process of finalising the unaudited consolidated financial results of the Group for FY2025. Further details of the Group's financial performance for FY2025 will be disclosed in the Group's unaudited consolidated financial results for FY2025, to be released on or before 1 March 2026.
お知らせ • Feb 13Mencast Holdings Ltd. to Report Fiscal Year 2025 Results on Mar 01, 2026Mencast Holdings Ltd. announced that they will report fiscal year 2025 results on Mar 01, 2026
New Risk • Aug 27New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Singaporean stocks, typically moving 15% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.9x net interest cover). Share price has been highly volatile over the past 3 months (15% average weekly change). Minor Risk Market cap is less than US$100m (S$16.0m market cap, or US$12.4m).
Reported Earnings • Aug 17First half 2025 earnings released: EPS: S$0 (vs S$0.001 loss in 1H 2024)First half 2025 results: EPS: S$0 (improved from S$0.001 loss in 1H 2024). Revenue: S$25.0m (down 1.8% from 1H 2024). Net loss: S$144.0k (loss narrowed 65% from 1H 2024). Over the last 3 years on average, earnings per share has fallen by 29% per year whereas the company’s share price has fallen by 26% per year.
Reported Earnings • Apr 13Full year 2024 earnings released: EPS: S$0.005 (vs S$0.003 in FY 2023)Full year 2024 results: EPS: S$0.005 (up from S$0.003 in FY 2023). Revenue: S$53.5m (up 11% from FY 2023). Net income: S$2.42m (up 66% from FY 2023). Profit margin: 4.5% (up from 3.0% in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 11Mencast Holdings Ltd., Annual General Meeting, Apr 28, 2025Mencast Holdings Ltd., Annual General Meeting, Apr 28, 2025, at 10:30 Singapore Standard Time. Location: 42b penjuru road, level 2 auditorium, singapore 609163, Singapore
New Risk • Mar 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 25% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.9x net interest cover). Market cap is less than US$10m (S$11.5m market cap, or US$8.67m). Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Large one-off items impacting financial results.
お知らせ • Feb 28Mencast Holdings Ltd. to Report Fiscal Year 2024 Results on Feb 27, 2025Mencast Holdings Ltd. announced that they will report fiscal year 2024 results on Feb 27, 2025
New Risk • Feb 28New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.9x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.9x net interest cover). Share price has been highly volatile over the past 3 months (14% average weekly change). Market cap is less than US$10m (S$11.5m market cap, or US$8.55m).
Reported Earnings • Feb 28Full year 2024 earnings released: EPS: S$0.005 (vs S$0.003 in FY 2023)Full year 2024 results: EPS: S$0.005 (up from S$0.003 in FY 2023). Revenue: S$53.5m (up 11% from FY 2023). Net income: S$2.42m (up 66% from FY 2023). Profit margin: 4.5% (up from 3.0% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 27Mencast Holdings Ltd. Announces Changes in the Composition of Nominating CommitteeThe Board of Directors of Mencast Holdings Ltd. announced the appointment of Mr. Lim Yeow Hua @ Lim You Qin as a member of the Nominating Committee with effect from 27 February 2025. Following the above appointment, the Nominating Committee shall be re-constituted with effect from 27 February 2025 as follows: Nominating Committee: - Ms. Lee Kim Lian, Juliana - (Chairman), Mr. Sim Soon Ngee Glenndle - (Member), Mr. Marini Martin Vincent - (Member), Mr. Lim Yeow Hua @ Lim You Qin - (Member).
New Risk • Feb 14New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Singaporean stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Market cap is less than US$10m (S$12.5m market cap, or US$9.26m).
お知らせ • Aug 14Mencast Holdings Ltd. to Report First Half, 2024 Results on Aug 13, 2024Mencast Holdings Ltd. announced that they will report first half, 2024 results on Aug 13, 2024
New Risk • Aug 14New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: S$12.9m (US$9.82m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.6x net interest cover). Share price has been highly volatile over the past 3 months (14% average weekly change). Market cap is less than US$10m (S$12.9m market cap, or US$9.82m). Minor Risk Large one-off items impacting financial results.
New Risk • Jun 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Singaporean stocks, typically moving 14% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.6x net interest cover). Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (S$18.4m market cap, or US$13.6m).
New Risk • Jun 01New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.6x net interest cover). Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (2.0% increase in shares outstanding). Market cap is less than US$100m (S$13.8m market cap, or US$10.2m).
お知らせ • Apr 30Mencast Holdings Ltd. Approves Board and Committee ChangesThe Board of Directors of Mencast Holdings Ltd. announced the following changes: RETIREMENT OF INDEPENDENT DIRECTORS: Mr. Sunny Wong Fook Choy, Lead Independent Director, has retired from office at the Annual General Meeting (“AGM”) held on 29 April 2024. Consequently, he has ceased to be Chairman of the Nominating Committee as well as a member of the Audit Committee and Remuneration Committee. Mr. Ng Chee Keong, Independent Director, has retired from office at the AGM. Consequently, he has ceased to be Chairman of the Remuneration Committee as well as a member of the Audit Committee and Nominating Committee. Mr. Leow David Ivan, Independent Director, has retired from office at the AGM. Consequently, he has ceased to be Chairman of the Audit Committee, Corporate Strategy and Communications Committee as well as a member of the Remuneration Committee. Following the approval of the Company’s shareholders at the AGM held on 29 April 2024: Mr. Lim Yeow Hua @ Lim You Qin has been appointed as Lead Independent Director at the AGM and will assume the position of Chairman of the Audit Committee. Mr. Marini Martin Vincent has been appointed as Independent Director at the AGM.
Reported Earnings • Apr 16Full year 2023 earnings released: EPS: S$0.003 (vs S$0.001 loss in FY 2022)Full year 2023 results: EPS: S$0.003 (up from S$0.001 loss in FY 2022). Revenue: S$48.4m (up 14% from FY 2022). Net income: S$1.46m (up S$1.76m from FY 2022). Profit margin: 3.0% (up from net loss in FY 2022). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 13Mencast Holdings Ltd., Annual General Meeting, Apr 29, 2024Mencast Holdings Ltd., Annual General Meeting, Apr 29, 2024, at 15:00 Singapore Standard Time. Location: 42B Penjuru Road, Level 2 Auditorium Singapore Agenda: To receive and adopt the Directors' Statement and the Audited Financial Statements of the Company for the financial year ended 31 December 2023 together with the Auditors' Report; To re-elect Director of the Company ; To approve the payment of Directors' fees of S$174,480 for the financial year ended 31 December 2023; To re-appoint CLA Global TS Public Accounting Corporation as the Independent Auditor of the Company and to authorise the Directors to fix their remuneration; To transact any other ordinary business which may properly be transacted.
New Risk • Mar 19New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: S$12.8m (US$9.52m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.6x net interest cover). Market cap is less than US$10m (S$12.8m market cap, or US$9.52m). Minor Risks Share price has been volatile over the past 3 months (8.5% average weekly change). Large one-off items impacting financial results.
New Risk • Mar 05New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 18,220% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.6x net interest cover). Minor Risks Share price has been volatile over the past 3 months (8.7% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (S$13.7m market cap, or US$10.2m).
お知らせ • Feb 28Mencast Holdings Ltd. to Report Fiscal Year 2023 Results on Feb 26, 2024Mencast Holdings Ltd. announced that they will report fiscal year 2023 results on Feb 26, 2024
Reported Earnings • Feb 27Full year 2023 earnings released: EPS: S$0.003 (vs S$0.001 loss in FY 2022)Full year 2023 results: EPS: S$0.003 (up from S$0.001 loss in FY 2022). Revenue: S$48.4m (up 14% from FY 2022). Net income: S$1.46m (up S$1.76m from FY 2022). Profit margin: 3.0% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
New Risk • Aug 17New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 120% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.6x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.0% net profit margin). Significant insider selling over the past 3 months (S$101k sold). Market cap is less than US$100m (S$19.2m market cap, or US$14.1m).
Reported Earnings • Aug 17First half 2023 earnings released: EPS: S$0.005 (vs S$0.001 in 1H 2022)First half 2023 results: EPS: S$0.005 (up from S$0.001 in 1H 2022). Revenue: S$23.7m (up 34% from 1H 2022). Net income: S$2.08m (up S$1.75m from 1H 2022). Profit margin: 8.8% (up from 1.8% in 1H 2022). Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
New Risk • Aug 13New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.6x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.6x net interest cover). Minor Risks Profit margins are more than 30% lower than last year (3.0% net profit margin). Significant insider selling over the past 3 months (S$101k sold). Market cap is less than US$100m (S$19.6m market cap, or US$14.5m).
Recent Insider Transactions • May 24Insider recently sold S$101k worth of stockOn the 19th of May, Chee Cheong Gay sold around 2m shares on-market at roughly S$0.05 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
お知らせ • Feb 18Mencast Holdings Ltd. Provides Earnings Guidance for the Full Year Ended December 31, 2022The Board of Directors (Board) of Mencast Holdings Ltd. announced that based on the information currently available and following the preliminary review of the unaudited financial results for the full year ended 31 December 2022 (FY 2022), the Group expects to report a net loss after tax (as compared to a net profit after tax for the previous financial year ended 31 December 2021), due to challenges arising from margin compression, inflationary pressures, interest rate increases and a non-recurring loss on the termination of lease of premises (as announced on 8 June 2022).
分析記事 • Feb 16Mencast Holdings (SGX:5NF) Might Have The Makings Of A Multi-BaggerIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Independent Director Leow David Ivan was the last director to join the board, commencing their role in 2013. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
分析記事 • Oct 28We Think Mencast Holdings (SGX:5NF) Is Taking Some Risk With Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Reported Earnings • Aug 14First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down S$194.0k from profit in 1H 2021). Profit margin: (down from 0.9% in 1H 2021). Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 13Mencast Holdings Ltd. to Report First Half, 2022 Results on Aug 13, 2022Mencast Holdings Ltd. announced that they will report first half, 2022 results on Aug 13, 2022
分析記事 • Jul 26There's Been No Shortage Of Growth Recently For Mencast Holdings' (SGX:5NF) Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
お知らせ • Jul 02Time Marine Engineering Pte Ltd and Chen Rongxiang Jeremiah Charles completed the acquisition of Mencast Subsea Pte. Ltd from Mencast Holdings Ltd. (SGX:5NF).Time Marine Engineering Pte Ltd and Chen Rongxiang Jeremiah Charles signed an agreement to acquire Mencast Subsea Pte. Ltd from Mencast Holdings Ltd. (SGX:5NF) for SGD 2.1 million on June 10, 2022. The Time Marine Engineering Pte Ltd acquire 97% and Chen Rongxiang Jeremiah Charles acquire 3% stake in Mencast Subsea Pte. Ltd. The net asset value for the Sale Companies as at December 31, 2021 was SGD 4.509 million, and the net asset value of the Group as at December 31, 2021 was SGD 29.885 million. Time Marine Engineering Pte Ltd and Chen Rongxiang Jeremiah Charles completed the acquisition of Mencast Subsea Pte. Ltd from Mencast Holdings Ltd. (SGX:5NF) on June 30, 2022.
分析記事 • Jun 08Mencast Holdings (SGX:5NF) Takes On Some Risk With Its Use Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. Independent Director Leow David Ivan was the last director to join the board, commencing their role in 2013. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 16Full year 2021 earnings released: EPS: S$0.015 (vs S$0.016 in FY 2020)Full year 2021 results: EPS: S$0.015 (down from S$0.016 in FY 2020). Revenue: S$51.3m (up 9.4% from FY 2020). Net income: S$6.51m (down 7.6% from FY 2020). Profit margin: 13% (down from 15% in FY 2020). Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings.
お知らせ • Apr 14Mencast Holdings Ltd., Annual General Meeting, Apr 29, 2022Mencast Holdings Ltd., Annual General Meeting, Apr 29, 2022, at 10:30 Singapore Standard Time. Agenda: To receive and adopt the Directors' Statement and the Audited Financial Statements of the Company for the financial year ended 31 December 2021; to consider re-election of directors; to approve the payment of directors' fees for the financial year ended 31 December 2021; to appoint Nexia TS Public Accounting Corporation as the independent auditor of the company and to authorise the directors to fix their remuneration; and to transact any other ordinary business which may properly be transacted at the annual general meeting.
Reported Earnings • Mar 02Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: S$0.015 (down from S$0.016 in FY 2020). Revenue: S$51.3m (up 9.4% from FY 2020). Net income: S$6.51m (down 7.6% from FY 2020). Profit margin: 13% (down from 15% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 4.7%. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.
分析記事 • Mar 02The Market Doesn't Like What It Sees From Mencast Holdings Ltd.'s (SGX:5NF) Earnings YetWhen close to half the companies in Singapore have price-to-earnings ratios (or "P/E's") above 13x, you may consider...
お知らせ • Feb 25An unknown buyer completed the acquisition of S & W Process Equipment (Changshu) Co., Ltd. from Mencast Holdings Ltd. (SGX:5NF).An unknown buyer entered into a sale and purchase agreement to acquire S&W Process Equipment (Changshu) Co., Ltd. from Mencast Holdings Ltd. (SGX:5NF) for CNY 1 on December 27, 2021. The consideration was arrived at on a willing buyer willing seller basis. Upon the completion of the disposal, SWP will cease to be a wholly owned subsidiary of the Mencast Holdings. The net liabilities of SWP as at June 30, 2021 were CNY 19.02 million. The disposal is conditional upon the approval of the shareholders of the Mencast Holdings and the Singapore Exchange Securities Trading Limited (“SGX-ST”). An unknown buyer completed the acquisition of S & W Process Equipment (Changshu) Co., Ltd. from Mencast Holdings Ltd. (SGX:5NF) for CNY 1 on February 23, 2022.
お知らせ • Dec 28An unknown buyer entered into a sale and purchase agreement to acquire S&W Process Equipment (Changshu) Co., Ltd. from Mencast Holdings Ltd. (SGX:5NF) for CNY 1An unknown buyer entered into a sale and purchase agreement to acquire S&W Process Equipment (Changshu) Co., Ltd. from Mencast Holdings Ltd. (SGX:5NF) for CNY 1 on December 27, 2021. The consideration was arrived at on a willing buyer willing seller basis. Upon the completion of the disposal, SWP will cease to be a wholly owned subsidiary of the Mencast Holdings. The net liabilities of SWP as at June 30, 2021 were CNY 19.02 million. The disposal is conditional upon the approval of the shareholders of the Mencast Holdings and the Singapore Exchange Securities Trading Limited (“SGX-ST”).
分析記事 • Dec 09Is Mencast Holdings (SGX:5NF) Weighed On By Its Debt Load?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Aug 26Is Mencast Holdings (SGX:5NF) Using Debt In A Risky Way?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • May 17First quarter 2021 earnings releasedThe company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: S$11.2m (down 36% from 1Q 2020). Net income: S$181.0k (down 98% from 1Q 2020). Profit margin: 1.6% (down from 61% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 126% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.
分析記事 • Apr 28Is Mencast Holdings (SGX:5NF) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Reported Earnings • Feb 27Full year 2020 earnings released: EPS S$0.016 (vs S$0.024 loss in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: S$46.9m (down 23% from FY 2019). Net income: S$7.05m (up S$17.2m from FY 2019). Profit margin: 15% (up from net loss in FY 2019). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
分析記事 • Jan 13Does Mencast Holdings (SGX:5NF) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Nov 13KSE Marine Works Pte. Ltd. completed the acquisition of remaining 51% stake in Mencast-KSE Pte. Ltd. from Mencast Holdings Ltd. (SGX:5NF).KSE Marine Works Pte. Ltd. entered into a sale and purchase agreement to remaining 51% stake in Mencast-KSE Pte. Ltd. from Mencast Holdings Ltd. (SGX:5NF) for SGD 0.6 million on October 2, 2020. Under the terms of the transaction, KSE Marine paid the consideration on the date of agreement signed. The transaction is subject to KSE Marine and Mencast Holdings entering into an agreement by October 15, 2020 for the Mencast Holdings to exclusively repair and maintain the KSE Marine’s dredgers. KSE Marine, Mencast Holdings and Mencast-KSE entering into an agreement where Mencast-KSE shall agree to novate all debts owed by Mencast-KSE and KSE Marine shall agree to undertake and repay such inter-company debts, approval from shareholders and board of the Mencast Holdings. Mencast Holdings intends to utilize the consideration for general working capital requirement of the Group. KSE Marine Works Pte. Ltd. completed the acquisition of remaining 51% stake in Mencast-KSE Pte. Ltd. from Mencast Holdings Ltd. (SGX:5NF) on November 12, 2020.
お知らせ • Aug 18Mencast Holdings Ltd. to Report Q2, 2020 Results on Aug 14, 2020Mencast Holdings Ltd. announced that they will report Q2, 2020 results on Aug 14, 2020
