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MAC.HN Commercial REITs

Macstar Group Corp

$12 200,00
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Mcap
P/E
EV / Rev
Div yield
0,00 %
Op margin
34,2 %
ROE
2,8 %
Net margin
28,3 %
Debt / equity
0,00
Beta
52w range
Volume
Day range
Prev close
$21,73
Open
Next earnings
2026-10-28
Ex-dividend
TR 1Y
About

Macstar Group Corp operates in the Marine Freight & Logistics industry, providing transportation services and generating revenue primarily through freight and logistics operations.

Business. Macstar Group Corp (MAC.HN) is an industrial company operating in the marine freight and logistics sector. The firm provides transportation services, with its business performance typically evaluated through industry metrics such as fleet utilization and time-charter equivalent rates. Specific details regarding operating segments, headquarters location, and primary stock exchange listings are not available in the provided data.

Classification99 %
SectorReal Estate
Industry groupCommercial REITs
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
  • EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
T. Rowe Price Investment Management, Inc.
largest disclosed fund holder
Profitability
2,8 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning MAC.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate · THIS SECTOR−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to MAC.HN. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Company
    • EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    Macstar Group Corp (MAC.HN) is an industrial company operating in the marine freight and logistics sector. The firm provides transportation services, with its business performance typically evaluated through industry metrics such as fleet utilization and time-charter equivalent rates. Specific details regarding operating segments, headquarters location, and primary stock exchange listings are not available in the provided data.

    Classification99 %
    SectorReal Estate
    Industry groupCommercial REITs
    AI synthesis
    GENERATED

    Macstar Group Corp maintains a strong liquidity position, with a current ratio of 11.19, indicating a high ability to meet short-term obligations. The company has no long-term debt and holds significant cash and equivalents of VND 29,000,100,000. This liquidity is further supported by a positive operating cash flow of VND 31,118,583,170.

    In terms of profitability, the company's return on equity (ROE) is 2.82%, and its return on assets (ROA) is 2.63%. These figures are below the typical thresholds for high-performing companies in the Marine Freight & Logistics industry, suggesting that the company is generating moderate returns relative to its equity and asset base.

    The company's revenue is concentrated in a single business segment, as disclosed in its financials, with no geographic diversification provided in the available data. This lack of segment and geographic diversification could expose the company to higher operational and market risks.

    Looking at the growth trajectory, the company has shown a net income of VND 5,409,470,120 and an operating income of VND 6,540,856,070. While these figures indicate a profitable operation, the absence of specific growth projections or historical revenue trends makes it difficult to assess the company's future performance.

    The risk assessment indicates a low liquidity risk and a low dilution risk, with no immediate filing-based liquidity or dilution flags detected. The company's capital structure is robust, with no long-term debt and a high equity base, reducing the likelihood of financial distress.

    Recent events, as reflected in the latest financial filing, show a strong operating cash flow and a positive net income. However, there are no specific recent events or filings mentioned that would indicate significant changes in the company's operations or strategic direction.

    Key takeaways
    • Macstar Group Corp has a strong liquidity position with a current ratio of 11.19 and no long-term debt.
    • The company's ROE and ROA are moderate, indicating room for improvement in profitability.
    • The company's revenue is concentrated in a single segment, which may increase operational risk.
    • There are no immediate liquidity or dilution risks, and the company's financial structure is robust.
    • "margin_outlook_rationale": "The company's gross profit is negative, indicating potential cost management issues that could affect future margins.",

    Bull / Bear case

    Generated · model-assisted
    BULL CASE · 3

    Revenue surged 103.7% year-over-year to 253.6 billion VND, demonstrating exceptional top-line growth momentum.

    Cash conversion score of 5.75 is best-in-class, far surpassing the cohort median of 1.65.

    Dilution, liquidity, and credit risks are all assessed at low levels, indicating a stable risk profile.

    BEAR CASE · 2

    Debt-to-equity ratio of 2.07 places the company in the high leverage band as of late 2025.

    Net income growth of only 8.7% year-over-year significantly trails the 103.7% revenue expansion rate.

    In focus — financials by report

    Annual
    ANNUALFiled 2016-01-21
    FY 2016 · Full-year highlights

    Revenue VND 76.24B, −7,0% YoY; Operating income +346,5% YoY.

    RevenueVND 76.24B−7,0 % YoY
    Operating incomeVND 46.19B+346,5 % YoY
    Net incomeVND 42.31B+371,0 % YoY
    Free cash flowVND 25.46B+84,1 % YoY
    EPS
    Operating cash flow-VND 43.31B−365,5 % YoY
    Financials
    Income statement
    RevenueVND 76.24B
    Gross profitVND 17.28B
    Operating incomeVND 46.19B
    Net incomeVND 42.31B
    Margins
    Gross margin22.7%
    Operating margin60.6%
    Net margin55.5%
    FCF margin33.4%
    Balance sheet
    Total assetsVND 209.84B
    Total liabilitiesVND 23.34B
    Total equityVND 186.50B
    Cash & equivalentsVND 12.60B
    Long-term debtVND 9.91B
    Cash flow
    Operating cash flow-VND 43.31B
    CapEx-VND 12.83B
    Free cash flowVND 25.46B
    SBC
    P&L flow · revenue → net income
    Revenue VND 19.12BOperating costs VND 12.58BFinance VND 15.2MNet income VND 5.41B
    Highlights
    • Revenue VND 76.24B, −7,0% YoY
    • Operating income +346,5% YoY
    • Net income +371,0% YoY
    • Free cash flow +84,1% YoY
    • Net margin 55.5%

    Valuation FY

    Market price
    $12 200,00
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $191.91B
    Net cash
    $29.00B
    Current ratio
    11.2
    Debt / equity
    0.0
    ROA
    2.6%
    ROE
    2.8%
    Cash conversion
    575.0%
    CapEx / revenue
    -12.1%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin34,2 %Below median
    Net Margin28,3 %Below median
    ROE2,8 %Below median
    Capex / Rev-12,1 %Below median
    D/E0,00Above P75
    Cash Conv5,75Best in class

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    Derivative transactions

    Net acquired 249 352 sh10 grants6 insiders
    • HERNANDEZ ENRIQUE JRDirector · Phantom Stock Units → Common StockAcquired 784grant · 2026-06-30
    • Stephen Andrea MDirector · Phantom Stock Units → Common StockAcquired 33grant · 2026-06-30
    • Healey Doug JSenior EVP, Head of Leasing · LTIP Units → Common StockAcquired 41 411grant · 2026-02-16
    • Healey Doug JSenior EVP, Head of Leasing · LTIP Units → Common StockAcquired 51 585grant · 2026-02-16
    • Menard Ann CChief Legal Officer/Secretary · LTIP Units → Common StockAcquired 51 585grant · 2026-02-16
    • Menard Ann CChief Legal Officer/Secretary · LTIP Units → Common StockAcquired 41 411grant · 2026-02-16
    • Swanstrom Daniel E IISEVP, Chief Financial Officer · LTIP Units → Common StockAcquired 41 411grant · 2026-02-16
    • Zecchini Christopher JChief Accounting Officer · LTIP Units → Common StockAcquired 11 043grant · 2026-02-16
    • Stephen Andrea MDirector · Phantom Stock Units → Common StockAcquired 3 860grant · 2026-01-01
    • HERNANDEZ ENRIQUE JRDirector · Phantom Stock Units → Common StockAcquired 6 230grant · 2026-01-01

    Physical assets

    1 tracked
    AssetTypeCommodityCountryRole
    Kings Plaza Total Energy Plant (TEP)PowerPowerUSRegistered owner
    Tracked physical assets associated with this issuer (operated, managed, or owned).

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • Macstar Group Corp Market data — financials · 2026-05-28

    Ownership & reference

    Top holders

    • T. Rowe Price Investment Management, Inc.Investment Managers · as of 2026-03-310,09 %$0M
    • FMR LLCInstitutional Investor · as of 2026-03-310,02 %$454M
    • JANUS HENDERSON GROUP PLCInstitutional Investor · as of 2026-03-310,02 %$40M
    • Wellington Management Company, LLPInvestment Managers · as of 2026-03-310,02 %$96M
    • Fisher InvestmentsInvestment Managers · as of 2026-03-310,02 %$51M
    • Dimensional Fund Advisors, L.P.Investment Managers · as of 2026-03-310,02 %$73M
    • Charles Schwab Investment Management, Inc.Investment Managers · as of 2026-03-310,02 %$99M
    • BlackRock Institutional Trust Company, N.A.Investment Managers · as of 2024-06-300,01 %$616M
    • Principal Global Investors (Equity)Investment Managers · as of 2026-03-310,01 %$24M
    • AMERIPRISE FINANCIAL INCInstitutional Investor · as of 2026-03-310,01 %$53M
    • Northern Trust Investments, Inc.Investment Managers · as of 2026-03-310,01 %$84M
    • Vanguard Capital Management, LLCInvestment Managers · as of 2025-12-310,01 %$712M
    • State Street Investment Management (US)Investment Managers · as of 2026-03-310,01 %$279M
    • Goldman Sachs Asset Management, L.P.Investment Managers · as of 2026-03-310,01 %$66M
    • Geode Capital Management, L.L.C.Investment Managers · as of 2026-03-310,01 %$130M
    • Bank of New York Mellon CorpInstitutional Investor · as of 2026-03-310,01 %$41M
    • UBS Financial Services, Inc.Investment Managers · as of 2026-03-310,01 %$34M
    • Nuveen LLCInvestment Managers · as of 2024-12-310,00 %$17M
    • Morgan Stanley Smith Barney LLCInvestment Managers · as of 2026-03-310,00 %$49M
    • AllianceBernstein L.P.Investment Managers · as of 2026-03-310,00 %$8M
    • LPL Financial LLCInvestment Managers · as of 2026-03-310,00 %$9M
    • First Trust Advisors L.P.Investment Managers · as of 2026-03-310,00 %$3M
    • Invesco QQQ TrustFunds · as of 2026-03-310,00 %$11M
    • Victory Capital Management Inc.Investment Managers · as of 2026-03-310,00 %$2M
    • Franklin Advisers, Inc.Investment Managers · as of 2026-03-310,00 %$5M
    • AQR Capital Management, LLCInvestment Managers · as of 2026-03-310,00 %$2M
    • T. Rowe Price Associates, Inc.Investment Managers · as of 2026-03-310,00 %$0M
    • Wells Fargo AdvisorsBrokerage Firms · as of 2026-03-310,00 %$2M
    • PNC Investments LLCInvestment Managers · as of 2026-03-310,00 %$0M
    • JONES FINANCIAL COMPANIES LLLPInstitutional Investor · as of 2026-03-310,00 %$0M

    Insider activity

    Net selling0 buys · 2 sellsnet -$266K8 insiders · last 365d
    • Stephen Andrea MDirector · Common StockOther 6 720 · 2026-06-01
    • HERNANDEZ ENRIQUE JRDirector · Common StockOther 6 720 · 2026-06-01
    • LAING DIANADirector · Common StockOther 6 720 · 2026-06-01
    • Lowenthal MarianneDirector · Common StockOther 6 720 · 2026-06-01
    • Murphy Devin IgnatiusDirector · Common StockOther 6 720 · 2026-06-01
    • Hirsch Daniel J.Director · Common StockOther 6 720 · 2026-06-01
    • Hash SteveDirector · Common StockOther 9 520 · 2026-06-01
    • Lowenthal MarianneDirector · Common StockSold 6 000 @ $17,13$103K · 2025-09-24
    • Zecchini Christopher JChief Accounting Officer · Common StockSold 9 500 @ $17,16$163K · 2025-08-15

    Short positioning

    22.5Mshares short-11.9% vs prior
    9.37days to cover
    78.6%short of daily vol
    5.4Kfails-to-deliver
    as of 2026-07-15 · short-interest report (free)

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    MAC.HNCanonical
    — · USD

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    Evidence & claims

    From filings & derived data
    • Return on equity (FY 2025-12-31): -8.0%Derived (calculated)
    • Total liabilities (YoY) (2025-12-31 vs 2024-12-31): 2.0%Derived (calculated)
    • Total assets (YoY) (2025-12-31 vs 2024-12-31): -2.3%Derived (calculated)
    • Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): -11.2%Derived (calculated)
    • Revenue (YoY) (2025-12-31 vs 2024-12-31): 10.4%Derived (calculated)
    • Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): 13.5%Derived (calculated)
    • Net income (YoY) (2025-12-31 vs 2024-12-31): -1.1%Derived (calculated)
    • Long-term debt (YoY) (2025-12-31 vs 2024-12-31): 3.6%Derived (calculated)
    • EPS (diluted) (YoY) (2025-12-31 vs 2024-12-31): 11.4%Derived (calculated)
    • EPS (basic) (YoY) (2025-12-31 vs 2024-12-31): 11.4%Derived (calculated)
    • Cash & equivalents (YoY) (2025-12-31 vs 2024-12-31): 211.9%Derived (calculated)
    • Debt-to-equity (FY 2025-12-31): 2.39xDerived (calculated)
    • Return on assets (FY 2025-12-31): -2.4%Derived (calculated)
    • Net margin (FY 2025-12-31): -19.4%Derived (calculated)
    • Shareholders' equity (annual): USD 2.45BSEC XBRL filing
    • Revenue (annual): USD 1.01BSEC XBRL filing
    • EPS (basic) (annual): USD-PER-SHARES -1SEC XBRL filing
    • Operating cash flow (annual): USD 321.6MSEC XBRL filing
    • Shares outstanding (annual): 256.99MSEC XBRL filing
    • Total liabilities (annual): USD 5.84BSEC XBRL filing
    • EPS (diluted) (annual): USD-PER-SHARES -1SEC XBRL filing
    • Total assets (annual): USD 8.37BSEC XBRL filing
    • Cash & equivalents (annual): USD 280.25MSEC XBRL filing
    • Long-term debt (annual): USD 5.07BSEC XBRL filing
    Showing 24 of 60 surfaced claims.
    Atomic claims from regulatory filings and derived calculations. Provenance shown as source kind only.

    The Thread

    Everything we know, in order
    2026-10-28EVENTUpcomingQ3 2026 earnings (expected) estimated date
    2026-08-04 00:00 UTCTRANSCRIPTEarnings call — Q3 2026
    2026-06-30INSIDERStephen Andrea M acquired 33 sh Phantom Stock Units — Director
    2026-06-30INSIDERHERNANDEZ ENRIQUE JR acquired 784 sh Phantom Stock Units — Director
    2026-06-17FILING8-K filing →
    2026-06-16FILING424B5 filing →
    2026-06-15FILING424B5 filing →
    2026-06-03FILING8-K filing →
    2026-06-01 00:00 UTCINSIDER7 insider transactions — 2026-06
    2026-06-01FILING8-K filing →
    2026-06-01INSIDERStephen Andrea M transacted 6.7k sh — Director
    2026-06-01INSIDERHERNANDEZ ENRIQUE JR transacted 6.7k sh — Director
    2026-06-01INSIDERLAING DIANA transacted 6.7k sh — Director
    2026-06-01INSIDERLowenthal Marianne transacted 6.7k sh — Director
    2026-06-01INSIDERMurphy Devin Ignatius transacted 6.7k sh — Director
    2026-06-01INSIDERHirsch Daniel J. transacted 6.7k sh — Director
    2026-06-01INSIDERHash Steve transacted 9.5k sh — Director
    2026-05-13FILING8-K filing →
    2026-05-12FILING424B5 filing →
    2026-05-11FILING424B5 filing →
    2026-05-07FILING10-Q filing →
    2026-05-06FILING8-K filing →
    2026-05-01 13:09 UTCFILINGRegulatory filing →
    2026-04-22FILINGDEF 14A filing →
    2026-03-02FILING8-K filing →
    2026-02-16 00:00 UTCINSIDER6 insider transactions — 2026-02 6 derivative
    2026-02-16INSIDERSwanstrom Daniel E II acquired 41.4k sh LTIP Units — SEVP, Chief Financial Officer
    2026-02-16INSIDERZecchini Christopher J acquired 11.0k sh LTIP Units — Chief Accounting Officer
    2026-02-16INSIDERHealey Doug J acquired 51.6k sh LTIP Units — Senior EVP, Head of Leasing
    2026-02-16INSIDERHealey Doug J acquired 41.4k sh LTIP Units — Senior EVP, Head of Leasing
    2026-02-16INSIDERMenard Ann C acquired 41.4k sh LTIP Units — Chief Legal Officer/Secretary
    2026-02-16INSIDERMenard Ann C acquired 51.6k sh LTIP Units — Chief Legal Officer/Secretary
    2026-01-01 00:00 UTCINSIDER2 insider transactions — 2026-01 2 derivative
    2026-01-01INSIDERStephen Andrea M acquired 3.9k sh Phantom Stock Units — Director
    2026-01-01INSIDERHERNANDEZ ENRIQUE JR acquired 6.2k sh Phantom Stock Units — Director
    2025-09-24 00:00 UTCINSIDER1 insider transaction — 2025-09 · net sell $103k
    2025-09-24INSIDERLowenthal Marianne sold 6.0k sh — Director ~$103k
    2025-08-15 00:00 UTCINSIDER1 insider transaction — 2025-08 · net sell $163k
    2025-08-15INSIDERZecchini Christopher J sold 9.5k sh — Chief Accounting Officer ~$163k
    2025-06-02 00:00 UTCINSIDER7 insider transactions — 2025-06
    Showing the 40 most recent of 43 entries.
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage