Mandarin Oriental International (SGX:M04) - Stock Price, News & Analysis

M04 Stock Overview

Engages in the ownership and operation of hotels, resorts, and residences in Asia, Europe, the Middle East, Africa, and the Americas.

About the company

M04 fundamental analysis
Snowflake Score
Valuation	0/6
Future Growth	0/6
Past Performance	0/6
Financial Health	5/6
Dividends	2/6

Rewards

Risk Analysis

Dividend of 3.13% is not well covered by earnings

Mandarin Oriental International Limited Competitors

Hotel Properties

SGX:H15

S$1.9b

Hotel Grand Central

SGX:H18

S$532.4m

Stamford Land

SGX:H07

S$563.8m

Bonvests Holdings

SGX:B28

S$377.4m

Price History & Performance

Summary of all time highs, changes and price drops for Mandarin Oriental International
Historical stock prices
Current Share Price	US$1.60
52 Week High	US$1.83
52 Week Low	US$1.44
Beta	0.48
11 Month Change	-2.44%
3 Month Change	-6.98%
1 Year Change	-8.57%
33 Year Change	-23.08%
5 Year Change	13.48%
Change since IPO	12.68%

Mandarin Oriental International (SGX:M04) Has Affirmed Its Dividend Of $0.015

Aug 20

Mandarin Oriental International (SGX:M04) Is Paying Out A Dividend Of $0.015

Jul 29

Recent updates

Mandarin Oriental International (SGX:M04) Has Affirmed Its Dividend Of $0.015

Aug 20

Mandarin Oriental International (SGX:M04) Is Paying Out A Dividend Of $0.015

Jul 29

Mandarin Oriental International (SGX:M04) Is Reinvesting At Lower Rates Of Return

Jul 24

Is Mandarin Oriental International (SGX:M04) A Risky Investment?

Jun 19

With Mandarin Oriental International Limited (SGX:M04) It Looks Like You'll Get What You Pay For

May 23

Mandarin Oriental International (SGX:M04) Is Reinvesting At Lower Rates Of Return

Feb 22

These 4 Measures Indicate That Mandarin Oriental International (SGX:M04) Is Using Debt Reasonably Well

Dec 27

Mandarin Oriental International (SGX:M04) Could Be Struggling To Allocate Capital

Nov 12

We Think Mandarin Oriental International (SGX:M04) Can Stay On Top Of Its Debt

Sep 19

Returns On Capital Signal Tricky Times Ahead For Mandarin Oriental International (SGX:M04)

Aug 01

Estimating The Fair Value Of Mandarin Oriental International Limited (SGX:M04)

Jul 05

Does Mandarin Oriental International (SGX:M04) Have A Healthy Balance Sheet?

May 05

Mandarin Oriental International (SGX:M04) Will Be Hoping To Turn Its Returns On Capital Around

Mar 31

Here's Why Mandarin Oriental International (SGX:M04) Can Afford Some Debt

Sep 14

Shareholder Returns

	M04	SG Hospitality	SG Market
7D	-1.2%	-0.8%	1.5%
1Y	-8.6%	-6.6%	3.3%

Return vs Industry: M04 underperformed the SG Hospitality industry which returned -6.6% over the past year.

Return vs Market: M04 underperformed the SG Market which returned 3.3% over the past year.

Price Volatility

Is M04's price volatile compared to industry and market?
M04 volatility
M04 Average Weekly Movement	3.4%
Hospitality Industry Average Movement	3.9%
Market Average Movement	5.0%
10% most volatile stocks in SG Market	14.8%
10% least volatile stocks in SG Market	2.4%

Stable Share Price: M04 has not had significant price volatility in the past 3 months.

Volatility Over Time: M04's weekly volatility (3%) has been stable over the past year.

About the Company

Founded	Employees	CEO	Website
1963	n/a	Laurent Jacques Kleitman	www.mandarinoriental.com

Mandarin Oriental International Limited engages in the ownership and operation of hotels, resorts, and residences in Asia, Europe, the Middle East, Africa, and the Americas. It is also involved in the hotel and residences branding and management; and property development activities. The company was founded in 1963 and is based in Quarry Bay, Hong Kong.

Mandarin Oriental International Limited Fundamentals Summary

How do Mandarin Oriental International's earnings and revenue compare to its market cap?
M04 fundamental statistics
Market cap	US$2.02b
Earnings (TTM)	-US$348.20m
Revenue (TTM)	US$548.30m

3.7x

P/S Ratio

-5.8x

P/E Ratio

Is M04 overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
M04 income statement (TTM)
Revenue	US$548.30m
Cost of Revenue	US$297.90m
Gross Profit	US$250.40m
Other Expenses	US$598.60m
Earnings	-US$348.20m

Last Reported Earnings

Jun 30, 2024

Next Earnings Date

n/a

Earnings per share (EPS)	-0.28
Gross Margin	45.67%
Net Profit Margin	-63.51%
Debt/Equity Ratio	12.7%

How did M04 perform over the long term?

See historical performance and comparison

Dividends

3.1%

Current Dividend Yield

-18%

Payout Ratio

M04 Stock Overview

Rewards

Risk Analysis

Mandarin Oriental International Limited Competitors

SGX:H15

S$1.9b

SGX:H18

S$532.4m

SGX:H07

S$563.8m

SGX:B28

S$377.4m

Price History & Performance

Recent News & Updates

High number of new directors

Mandarin Oriental International (SGX:M04) Has Affirmed Its Dividend Of $0.015

Upcoming dividend of US$0.015 per share

Mandarin Oriental International Limited Announces the Appointment of Cristina Diezhandino as an Independent Non-Executive Director, Also Joins Remuneration and Nominations Committees, with Effect from 1 August 2024

Mandarin Oriental International (SGX:M04) Is Paying Out A Dividend Of $0.015

First half dividend of US$0.015 announced

Recent updates

High number of new directors

Mandarin Oriental International (SGX:M04) Has Affirmed Its Dividend Of $0.015

Upcoming dividend of US$0.015 per share

Mandarin Oriental International Limited Announces the Appointment of Cristina Diezhandino as an Independent Non-Executive Director, Also Joins Remuneration and Nominations Committees, with Effect from 1 August 2024

Mandarin Oriental International (SGX:M04) Is Paying Out A Dividend Of $0.015

First half dividend of US$0.015 announced

First half 2024 earnings released: US$0.041 loss per share (vs US$0.055 loss in 1H 2023)

Lavender Propco SNC fund managed by Blackstone Europe Fund Management S.A.R.L. completed the acquisition of Two retail units adjoining the Mandarin Oriental, Paris from Mandarin Oriental International Limited (SGX:M04).

Lavender Propco SNC fund managed by Blackstone Europe Fund Management S.A.R.L. completed the acquisition of Two retail units adjoining the Mandarin Oriental, Paris from Mandarin Oriental International Limited (SGX:M04).

Mandarin Oriental International (SGX:M04) Is Reinvesting At Lower Rates Of Return

Mandarin Oriental International Limited Announces Changes to the Board

Is Mandarin Oriental International (SGX:M04) A Risky Investment?

With Mandarin Oriental International Limited (SGX:M04) It Looks Like You'll Get What You Pay For

Mandarin Oriental International Limited Proposes Final Dividend for 2023, Payable on 15 May 2024

Full year 2023 earnings released: US$0.29 loss per share (vs US$0.039 loss in FY 2022)

Upcoming dividend of US$0.035 per share

Mandarin Oriental International Limited, Annual General Meeting, May 08, 2024

Full year 2023 earnings released: US$0.29 loss per share (vs US$0.039 loss in FY 2022)

Mandarin Oriental International (SGX:M04) Is Reinvesting At Lower Rates Of Return

New minor risk - Financial data availability

These 4 Measures Indicate That Mandarin Oriental International (SGX:M04) Is Using Debt Reasonably Well

Yiu Kai Pang to Step Down from the Board and the Audit Committee of Mandarin Oriental International Limited, in Each Case, with Effect from 31 March 2024

Mandarin Oriental International Limited Announces Resignation of Yiu Kai Pang from the Board and the Audit Committee, Effective from March 31, 2024

Mandarin Oriental International (SGX:M04) Could Be Struggling To Allocate Capital

Mandarin Oriental International Limited Announces 2023 Interim Dividend, Paid on 11 October 2023

We Think Mandarin Oriental International (SGX:M04) Can Stay On Top Of Its Debt

Upcoming dividend of US$0.015 per share at 1.8% yield

First half 2023 earnings released: US$0.055 loss per share (vs US$0.014 loss in 1H 2022)

Returns On Capital Signal Tricky Times Ahead For Mandarin Oriental International (SGX:M04)

Mandarin Oriental International Limited Announces Interim Dividend of the 2023, Payable on October 11, 2023

PT Astra Land Indonesia acquired 96.923% stake in P.T. Jaya Mandarin Agung for $85 million.

Estimating The Fair Value Of Mandarin Oriental International Limited (SGX:M04)

Does Mandarin Oriental International (SGX:M04) Have A Healthy Balance Sheet?

Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behind

Mandarin Oriental International (SGX:M04) Will Be Hoping To Turn Its Returns On Capital Around

Full year 2022 earnings released: US$0.039 loss per share (vs US$0.11 loss in FY 2021)

Price target increased to US$2.30

Less than half of directors are independent

Henderson Park Capital Management completed the acquisition of Mandarin Oriental, Washington D.C. from Mandarin Oriental International Limited (SGX:M04).

Here's Why Mandarin Oriental International (SGX:M04) Can Afford Some Debt

First half 2022 earnings released

Henderson Park Capital Management entered into an agreement to acquire Mandarin Oriental, Washington D.C. from Mandarin Oriental International Limited (SGX:M04) for approximately $130 million.

Less than half of directors are independent

Mandarin Oriental International Limited, Annual General Meeting, May 05, 2022

Full year 2021 earnings released: US$0.11 loss per share (vs US$0.54 loss in FY 2020)

Full year 2021 earnings: Revenues in line with analyst expectations

Non-Executive Director Yilun Chen has left the company

Non-Executive Director Kwok-Kuen Leong has left the company

Non-Executive Director Chun Hang Hui has left the company

Non-Executive Director Anthony John Nightingale has left the company

Director Edward Percy Keswick Weatherall has left the company

CFO & Director Craig Alan Beattie has left the company

Non-Executive Director James Arthur Watkins has left the company

First half 2021 earnings released: US$0.12 loss per share (vs US$0.34 loss in 1H 2020)

Full year 2020 earnings released: US$0.54 loss per share (vs US$0.044 loss in FY 2019)

Mandarin Oriental International Limited Announces No Dividend for 2020

Full year 2020 earnings released: US$0.54 loss per share (vs US$0.044 loss in FY 2019)

New 90-day low: US$1.69

New 90-day low: US$1.76