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Yoma Strategic Holdings (Z59) Fair Value & Analysis

Industrials · SG · Market cap 191M SGD

YS Yoma Strategic Holdings Z59 · SG
Price0.0800 SGD
Fair Value0.1200 SGD
Upside+50.0%
Quality55/100
Mixed Growth
Thin margins · 8.7% net margin
Low debt · generates free cash flow
Ranks above peers (8/12)
Narrow moat 43/100
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Evidence: Medium Range 0.0960 SGD – 0.1440 SGD Share as image

Fair value as of: Jul 4, 2026

From 26 valuation models · updated 26 days ago

Share price +1.3% over the past month.

What matters now

  • The price is below even our cautious bear case (0.0960 SGD). The market is more pessimistic than our downside scenario.
  • Solid quality (55/100) at a price below fair value, the discount is the argument here, not the business quality.

Price vs Fair Value (12 months)

0.0930 SGD 0.0730 SGD Fair Value 0.1200 SGD Aug 2025 Jul 2026

12‑month range 0.0730 SGD – 0.0930 SGD · fair‑value band 0.0960 SGD – 0.1440 SGD · the 0.0800 SGD price screens below the 0.1200 SGD fair value. As of Jul 4, 2026.

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Analysis

Yoma Strategic Holdings (Z59) currently trades at 0.0800 SGD, while our model-based Fair Value estimate is 0.1200 SGD, implying the stock looks roughly 50.0% undervalued today. We read business quality at 55/100 (solid quality), in the Industrials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: medium), always confirm before acting.

Over the trailing twelve months, Yoma Strategic Holdings generated revenue of 233M SGD at a net margin of 8.7%. Revenue grew 8.8% year over year. It earns a return on equity of 3.9%. Net debt stands at 45.3M SGD. Fundamentals as of Jul 4, 2026

Our scenario range runs from 0.0960 SGD (bear case) to 0.1440 SGD (bull case); at 0.0800 SGD, the current price sits below that range. The share trades about 18% below its 52-week high and 11% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at -10% fair-value upside, at 50%, Z59 screens cheaper than that median.

Key figures & financial health

Revenue (TTM) 233M SGD
Revenue growth (YoY) +8.8%
Net margin 8.7%
Return on equity 3.9%
Free cash flow 78.2M SGD FY2024
Operating margin 20.9%
More key figures
EPS growth (YoY) -52.4%
Net debt 45.3M SGD FY2024

Figures from reported company fundamentals · as of Jul 4, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 55/100
Profitability 24
Quality Growth 85
Cashflow 92
Fin. Strength 32
Investment 82
Low Volatility 84
Momentum 34
52W Momentum 25
Net Issuance 49

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Yoma Strategic Holdings Ltd., an investment holding company, engages in the real estate, motor, leasing, mobile financial, food and beverages, and investment businesses in Singapore, Myanmar, and the People's Republic of China. The Yoma Land Development segment develops and sells land and properties.

Full company description

Yoma Strategic Holdings Ltd., an investment holding company, engages in the real estate, motor, leasing, mobile financial, food and beverages, and investment businesses in Singapore, Myanmar, and the People's Republic of China. The Yoma Land Development segment develops and sells land and properties. The Yoma Central segment develops, sells, and leases of retail and commercial properties; and operates a business hotel and serviced apartments. The Yoma Land Services segment leases properties; and provides project management, design, and estate management services. The Yoma motors segment supplies and sells agriculture and construction equipment; commercial vehicles; passenger vehicles, and related parts; and offers maintenance services. The Leasing segment provides non-banking financing services, such as leasing of vehicles, equipment, and other consumer products under both operating and finance leases, and rental contracts. The Mobile Financial Services segment offers mobile payments through Wave Partner and Wave Pay platforms; remittances through a nationwide agent network; e-wallet functionality; and other digital financial products. The Yoma F&B segment offers operation of restaurants. The Investment segment invests in the logistics, infrastructure, tourism, solar power, agriculture, information technology, elevators installation, and other sectors. The company was formerly known as Sea View Hotel Limited and changed its name to Yoma Strategic Holdings Ltd. in October 2006. Yoma Strategic Holdings Ltd. is headquartered in Yangon, Myanmar.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2020 – FY2024 · reported fiscal years

Yoma Strategic Holdings reported revenue of 221M SGD in FY2024 versus 144M SGD in FY2020, a compound +11.2%/yr. Reported net income was 18.4M SGD in FY2024.

Revenue +11.2%/yr
FY20 144M SGD
FY21 87.3M SGD
FY22 80.0M SGD
FY23 194M SGD
FY24 221M SGD
Net income
FY20 −118M SGD
FY21 −19.7M SGD
FY22 −14.6M SGD
FY23 −35.2M SGD
FY24 18.4M SGD

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Cite: Fair Value Calculator (2026). "Yoma Strategic Holdings Fair Value". https://www.fairvalue-calculator.com/stock/Z59

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 100 / 16
FUTURE 44 / 16
PAST 15 / 19
HEALTH 84 / 89
DIVIDEND 0 / 40

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

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Frequently asked questions

Is Yoma Strategic Holdings (Z59) overvalued or undervalued?
As of Jul 4, 2026, our model estimates a fair value of 0.1200 SGD versus a price of 0.0800 SGD, about +50% (undervalued).
What is the fair value of Z59?
Our model-based fair value for Yoma Strategic Holdings is 0.1200 SGD (as of Jul 4, 2026), built from audited fundamentals. The current price is 0.0800 SGD.
What is the quality score of Z59?
Yoma Strategic Holdings has a Quality Score of 55/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Yoma Strategic Holdings (Z59)?
Yoma Strategic Holdings reported trailing-twelve-month revenue of about 233M SGD (latest available figure, as of Jul 4, 2026).
What is the net profit margin of Z59?
The net profit margin of Yoma Strategic Holdings is about 8.7%, meaning it keeps roughly 8.7% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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