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MMLP.JK$310.00-1.27%
Fair $310.00+0.0%

MMLP.JK

PT Mega Manunggal Property Tbk

Real Estate / Real Estate ServicesJakarta

$310.00

-4.00 (-1.27%)

Fairly Valued+0.0%Fair Value $310.00Fund rank 36/100 · Data gapFallback financials|
SA 34/D
F-Score: 2/9
Margin CompressionLow Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 9.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 70/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

34/100

D

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. Operating margin has declined for 3 consecutive years ROE is 1.4%, below the 5% threshold
Thesis & Journal · MMLP.JKLocal privado en este navegador · PT Mega Manunggal Property Tbk
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$2.14T

P/E

25.9x

↑

EV/EBITDA

16.5x

↑

ROE

1.4%

↓

Gross Margin

100.0%

↑

Debt/Equity

0.35

↓
52-Week Range$310
$264$680

TradingView lightweight chart

MMLP.JK price, volumen y niveles de valoración

Último $310.00Periodo -64.5%
Fair value: $310.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+2.1%

FCF CAGR

-21.4%

FCF margin

32.4%

FCF / Net income

1.82x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $355.66B · net income $63.21B · FCF $115.08B

2022-FY → 2025-FY

Gross margin

100.0%+3.6% pts

Operating margin

51.3%-5.8% pts

Net margin

17.8%-14.3% pts

FCF margin

32.4%-38.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$355.66B$355.66B$343.32B$348.35B$334.52B
Net Income$63.21B$63.21B$241.84B$92.32B$107.23B
EBITDA$219.65B$219.65B$393.05B$249.72B$263.02B
EPS——35.0013.0016.00
Gross Margin100.0%100.0%100.0%96.7%96.4%
Operating Margin51.3%51.3%53.0%54.0%57.1%
Net Margin17.8%17.8%70.4%26.5%32.1%
Balance Sheet
Debt/Equity0.350.350.330.320.28
Current Ratio1.781.78———
Cash Flow
Free Cash Flow$115.08B$115.08B$28.47B$206.33B$237.19B
Returns
ROE1.4%1.4%5.2%2.1%2.5%
Valuation
P/E25.8525.8514.0023.3829.63
EV/EBITDA16.4916.4912.3011.8111.42
P/B0.460.460.720.470.76
Growth & Yield
Revenue Growth3.6%3.6%-1.4%4.1%—
EPS Growth——169.2%-18.8%—
Dividend Yield3.7%3.7%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -36.1%

Total return

-36.1%

Start / end P/E

n/dx → n/dx

EPS bridge

35.00 → n/d

Residual

-39.8%

EPS growthn/d
Multiple reratingn/d
Dividend+3.7%
Residual / FX / buybacks / cross-term-39.8%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.