View Financial HealthTECOM Group PJSC 配当と自社株買い配当金 基準チェック /36TECOM Group PJSC配当を支払う会社であり、現在の利回りは5.5%で、収益によって十分にカバーされています。主要情報5.5%配当利回りn/aバイバック利回り総株主利回りn/a将来の配当利回り6.1%配当成長-73.5%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向40%最近の配当と自社株買いの更新Upcoming Dividend • Mar 11Upcoming dividend of د.إ0.088 per shareEligible shareholders must have bought the stock before 18 March 2026. Payment date: 26 March 2026. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 5.3%. Lower than top quartile of Emirian dividend payers (6.5%). Lower than average of industry peers (5.9%).すべての更新を表示Recent updates分析記事 • May 08TECOM Group PJSC's (DFM:TECOM) Earnings Are Of Questionable QualityDespite posting some strong earnings, the market for TECOM Group PJSC's ( DFM:TECOM ) stock hasn't moved much. We did...New Risk • May 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 4.5% per year for the foreseeable future. Minor Risks High level of debt (66% net debt to equity). Large one-off items impacting financial results.Upcoming Dividend • Mar 11Upcoming dividend of د.إ0.088 per shareEligible shareholders must have bought the stock before 18 March 2026. Payment date: 26 March 2026. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 5.3%. Lower than top quartile of Emirian dividend payers (6.5%). Lower than average of industry peers (5.9%).Buy Or Sell Opportunity • Mar 05Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to د.إ3.75. The fair value is estimated to be د.إ3.02, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 6.2% per annum. Earnings are forecast to decline by 1.3% per annum over the same time period.お知らせ • Feb 18TECOM Group PJSC, Annual General Meeting, Mar 10, 2026TECOM Group PJSC, Annual General Meeting, Mar 10, 2026, at 15:00 Arabian Standard Time. Location: dubai United Arab EmiratesPrice Target Changed • Feb 12Price target increased by 8.7% to د.إ4.61Up from د.إ4.24, the current price target is an average from 6 analysts. New target price is 13% above last closing price of د.إ4.09. Stock is up 34% over the past year. The company is forecast to post earnings per share of د.إ0.32 for next year compared to د.إ0.42 last year.Reported Earnings • Feb 03Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: د.إ0.42 (up from د.إ0.25 in FY 2024). Revenue: د.إ2.86b (up 19% from FY 2024). Net income: د.إ2.09b (up 70% from FY 2024). Profit margin: 73% (up from 51% in FY 2024). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 44%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Real Estate industry in United Arab Emirates. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 20% per year.お知らせ • Jan 28TECOM Group PJSC to Report Fiscal Year 2025 Results on Feb 02, 2026TECOM Group PJSC announced that they will report fiscal year 2025 results at 11:00 AM, Coordinated Universal Time on Feb 02, 2026Buy Or Sell Opportunity • Jan 07Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 4.9% to د.إ3.44. The fair value is estimated to be د.إ2.84, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings are also forecast to grow by 7.9% per annum over the same time period.分析記事 • Nov 06TECOM Group PJSC's (DFM:TECOM) Profits May Not Reveal Underlying IssuesTECOM Group PJSC's ( DFM:TECOM ) robust recent earnings didn't do much to move the stock. We think this is due to...New Risk • Nov 01New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 0% Dividend yield: 4.9% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (67% net debt to equity). Dividend is not well covered by earnings (0% payout ratio).Reported Earnings • Nov 01Third quarter 2025 earnings released: EPS: د.إ0.07 (vs د.إ0.068 in 3Q 2024)Third quarter 2025 results: EPS: د.إ0.07 (up from د.إ0.068 in 3Q 2024). Revenue: د.إ724.2m (up 19% from 3Q 2024). Net income: د.إ373.2m (up 9.9% from 3Q 2024). Profit margin: 52% (down from 56% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Real Estate industry in United Arab Emirates. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 12% per year.お知らせ • Oct 27TECOM Group PJSC to Report Nine Months, 2025 Results on Oct 30, 2025TECOM Group PJSC announced that they will report nine months, 2025 results on Oct 30, 2025Reported Earnings • Aug 01Second quarter 2025 earnings released: EPS: د.إ0.08 (vs د.إ0.062 in 2Q 2024)Second quarter 2025 results: EPS: د.إ0.08 (up from د.إ0.062 in 2Q 2024). Revenue: د.إ709.4m (up 22% from 2Q 2024). Net income: د.إ376.6m (up 21% from 2Q 2024). Profit margin: 53% (in line with 2Q 2024). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Real Estate industry in United Arab Emirates. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Jul 30Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to د.إ3.43. The fair value is estimated to be د.إ2.86, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10.0% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 6.7% per annum over the same time period.お知らせ • Jul 29TECOM Group PJSC to Report First Half, 2025 Results on Jul 31, 2025TECOM Group PJSC announced that they will report first half, 2025 results on Jul 31, 2025Buy Or Sell Opportunity • Jun 30Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 4.2% to د.إ3.22. The fair value is estimated to be د.إ2.65, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10.0% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 6.4% per annum over the same time period.分析記事 • Jun 26What You Can Learn From TECOM Group PJSC's (DFM:TECOM) P/EWith a median price-to-earnings (or "P/E") ratio of close to 12x in the United Arab Emirates, you could be forgiven for...Major Estimate Revision • May 14Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from د.إ2.62b to د.إ2.69b. EPS estimate increased from د.إ0.254 to د.إ0.28 per share. Net income forecast to grow 3.4% next year vs 14% growth forecast for Real Estate industry in United Arab Emirates. Consensus price target up from د.إ3.69 to د.إ3.77. Share price was steady at د.إ3.11 over the past week.Reported Earnings • May 03First quarter 2025 earnings released: EPS: د.إ0.07 (vs د.إ0.059 in 1Q 2024)First quarter 2025 results: EPS: د.إ0.07 (up from د.إ0.059 in 1Q 2024). Revenue: د.إ679.7m (up 21% from 1Q 2024). Net income: د.إ360.9m (up 23% from 1Q 2024). Profit margin: 53% (up from 52% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Real Estate industry in United Arab Emirates.お知らせ • Apr 30TECOM Group PJSC to Report Q1, 2025 Results on May 01, 2025TECOM Group PJSC announced that they will report Q1, 2025 results on May 01, 2025Buy Or Sell Opportunity • Apr 29Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at د.إ3.13. The fair value is estimated to be د.إ2.58, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 7.0% per annum over the same time period.Buy Or Sell Opportunity • Mar 11Now 23% overvaluedOver the last 90 days, the stock has fallen 4.5% to د.إ2.98. The fair value is estimated to be د.إ2.42, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 7.4% per annum over the same time period.Buy Or Sell Opportunity • Feb 12Now 23% overvaluedOver the last 90 days, the stock has fallen 2.2% to د.إ3.05. The fair value is estimated to be د.إ2.47, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 8.4% in the next 2 years.分析記事 • Feb 12Investors Shouldn't Be Too Comfortable With TECOM Group PJSC's (DFM:TECOM) EarningsTECOM Group PJSC's ( DFM:TECOM ) robust earnings report didn't manage to move the market for its stock. Our analysis...お知らせ • Feb 07TECOM Group PJSC, Annual General Meeting, Mar 10, 2025TECOM Group PJSC, Annual General Meeting, Mar 10, 2025.Reported Earnings • Feb 06Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: د.إ0.25 (up from د.إ0.22 in FY 2023). Revenue: د.إ2.40b (up 11% from FY 2023). Net income: د.إ1.23b (up 14% from FY 2023). Profit margin: 51% (up from 50% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.7%. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Real Estate industry in United Arab Emirates.お知らせ • Jan 28TECOM Group PJSC to Report Fiscal Year 2024 Results on Jan 30, 2025TECOM Group PJSC announced that they will report fiscal year 2024 results on Jan 30, 2025Buy Or Sell Opportunity • Jan 07Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.8% to د.إ3.30. The fair value is estimated to be د.إ2.75, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.5% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 6.6% per annum. Earnings are also forecast to grow by 3.2% per annum over the same time period.分析記事 • Nov 03What TECOM Group PJSC's (DFM:TECOM) P/E Is Not Telling YouIt's not a stretch to say that TECOM Group PJSC's ( DFM:TECOM ) price-to-earnings (or "P/E") ratio of 12.8x right now...Reported Earnings • Nov 02Third quarter 2024 earnings released: EPS: د.إ0.07 (vs د.إ0.057 in 3Q 2023)Third quarter 2024 results: EPS: د.إ0.07 (up from د.إ0.057 in 3Q 2023). Revenue: د.إ610.9m (up 13% from 3Q 2023). Net income: د.إ339.6m (up 20% from 3Q 2023). Profit margin: 56% (up from 52% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Real Estate industry in United Arab Emirates.Buy Or Sell Opportunity • Aug 22Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 6.1% to د.إ2.95. The fair value is estimated to be د.إ2.38, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last year. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings are also forecast to grow by 3.4% per annum over the same time period.Reported Earnings • Aug 03Second quarter 2024 earnings released: EPS: د.إ0.06 (vs د.إ0.046 in 2Q 2023)Second quarter 2024 results: EPS: د.إ0.06 (up from د.إ0.046 in 2Q 2023). Revenue: د.إ583.7m (up 9.1% from 2Q 2023). Net income: د.إ310.5m (up 35% from 2Q 2023). Profit margin: 53% (up from 43% in 2Q 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Real Estate industry in United Arab Emirates.お知らせ • Jul 29TECOM Group PJSC to Report First Half, 2024 Results on Aug 01, 2024TECOM Group PJSC announced that they will report first half, 2024 results on Aug 01, 2024Buy Or Sell Opportunity • Jul 15Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 1.1% to د.إ2.73. The fair value is estimated to be د.إ2.25, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last year. Earnings per share has grown by 6.7%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 3.2% per annum over the same time period.お知らせ • May 05TECOM Group PJSC to Report Q1, 2024 Results on May 02, 2024TECOM Group PJSC announced that they will report Q1, 2024 results on May 02, 2024Reported Earnings • May 03First quarter 2024 earnings released: EPS: د.إ0.06 (vs د.إ0.051 in 1Q 2023)First quarter 2024 results: EPS: د.إ0.06 (up from د.إ0.051 in 1Q 2023). Revenue: د.إ564.0m (up 9.8% from 1Q 2023). Net income: د.إ292.5m (up 15% from 1Q 2023). Profit margin: 52% (up from 50% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Real Estate industry in United Arab Emirates.Reported Earnings • Feb 01Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: د.إ0.22 (up from د.إ0.19 in FY 2022). Revenue: د.إ2.17b (up 9.9% from FY 2022). Net income: د.إ1.08b (up 49% from FY 2022). Profit margin: 50% (up from 37% in FY 2022). The increase in margin was primarily driven by lower expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 7.3%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Real Estate industry in United Arab Emirates.お知らせ • Nov 02TECOM Group PJSC to Report Q3, 2023 Results on Oct 31, 2023TECOM Group PJSC announced that they will report Q3, 2023 results on Oct 31, 2023Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: د.إ0.06 (vs د.إ0.042 in 3Q 2022)Third quarter 2023 results: EPS: د.إ0.06 (up from د.إ0.042 in 3Q 2022). Revenue: د.إ540.9m (up 10% from 3Q 2022). Net income: د.إ283.0m (up 34% from 3Q 2022). Profit margin: 52% (up from 43% in 3Q 2022). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Real Estate industry in United Arab Emirates.Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: د.إ0.05 (vs د.إ0.047 in 2Q 2022)Second quarter 2023 results: EPS: د.إ0.05. Revenue: د.إ535.1m (up 6.1% from 2Q 2022). Net income: د.إ229.4m (down 3.4% from 2Q 2022). Profit margin: 43% (down from 47% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Real Estate industry in United Arab Emirates.分析記事 • Jun 30TECOM Group PJSC (DFM:TECOM) Shares Could Be 38% Below Their Intrinsic Value EstimateKey Insights TECOM Group PJSC's estimated fair value is د.إ3.98 based on 2 Stage Free Cash Flow to Equity TECOM Group...分析記事 • May 08Need To Know: Analysts Are Much More Bullish On TECOM Group PJSC (DFM:TECOM) RevenuesShareholders in TECOM Group PJSC ( DFM:TECOM ) may be thrilled to learn that the analysts have just delivered a major...分析記事 • May 07Revenue Beat: TECOM Group PJSC Exceeded Revenue Forecasts By 15% And Analysts Are Updating Their EstimatesA week ago, TECOM Group PJSC ( DFM:TECOM ) came out with a strong set of quarterly numbers that could potentially lead...お知らせ • May 05TECOM Group PJSC to Report Q1, 2023 Results on May 03, 2023TECOM Group PJSC announced that they will report Q1, 2023 results at 9:30 AM, Arabian Standard Time on May 03, 2023Reported Earnings • May 04First quarter 2023 earnings: Revenues exceed analyst expectationsFirst quarter 2023 results: Revenue: د.إ513.8m (up 5.9% from 1Q 2022). Net income: د.إ255.1m (up 34% from 1Q 2022). Profit margin: 50% (up from 39% in 1Q 2022). The increase in margin was primarily driven by lower expenses. Revenue exceeded analyst estimates by 15%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Real Estate industry in United Arab Emirates.Reported Earnings • Feb 12Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: د.إ0.19. Revenue: د.إ1.97b (up 12% from FY 2021). Net income: د.إ725.6m (up 28% from FY 2021). Profit margin: 37% (up from 32% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.9%. Earnings per share (EPS) missed analyst estimates by 30%. Revenue is forecast to grow 1.7% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Real Estate industry in United Arab Emirates.分析記事 • Jan 17TECOM Group PJSC's (DFM:TECOM) Intrinsic Value Is Potentially 41% Above Its Share PriceKey Insights TECOM Group PJSC's estimated fair value is د.إ3.1 based on 2 Stage Free Cash Flow to Equity Current share...Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Vice Chairman Arif Alharmi Albastaki was the last director to join the board, commencing their role in 2012. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Jul 05No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Vice Chairman Arif Alharmi Albastaki was the last director to join the board, commencing their role in 2012. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.決済の安定と成長配当データの取得安定した配当: 配当金の支払いは安定していますが、 TECOMが配当金を支払っている期間は 10 年未満です。増加する配当: TECOMの配当金は増加していますが、同社は4年間しか配当金を支払っていません。配当利回り対市場TECOM Group PJSC 配当利回り対市場TECOM 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (TECOM)5.5%市場下位25% (AE)4.1%市場トップ25% (AE)6.9%業界平均 (Real Estate)6.5%アナリスト予想 (TECOM) (最長3年)6.1%注目すべき配当: TECOMの配当金 ( 5.5% ) はAE市場の配当金支払者の下位 25% ( 4.06% ) よりも高くなっています。高配当: TECOMの配当金 ( 5.5% ) はAE市場の配当金支払者の上位 25% ( 6.94% ) と比較すると低いです。株主への利益配当収益カバレッジ: TECOMの 配当性向 ( 39.9% ) はかなり低いため、配当金の支払いは利益によって十分にカバーされます。株主配当金キャッシュフローカバレッジ: TECOMの 現金配当性向 ( 44.7% ) は比較的低く、配当金の支払いはキャッシュフローによって十分にカバーされています。高配当企業の発掘7D1Y7D1Y7D1YAE 市場の強力な配当支払い企業。View Management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2026/05/22 16:22終値2026/05/22 00:00収益2026/03/31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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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TECOM Group PJSC 5 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。10 アナリスト機関Mohamad HaidarArqaam Capital Research Offshore S.A.L.Hussein MahfouzArqaam Capital Research Offshore S.A.L.Ahmad Bani HaniFAB Securities7 その他のアナリストを表示
Upcoming Dividend • Mar 11Upcoming dividend of د.إ0.088 per shareEligible shareholders must have bought the stock before 18 March 2026. Payment date: 26 March 2026. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 5.3%. Lower than top quartile of Emirian dividend payers (6.5%). Lower than average of industry peers (5.9%).
分析記事 • May 08TECOM Group PJSC's (DFM:TECOM) Earnings Are Of Questionable QualityDespite posting some strong earnings, the market for TECOM Group PJSC's ( DFM:TECOM ) stock hasn't moved much. We did...
New Risk • May 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 4.5% per year for the foreseeable future. Minor Risks High level of debt (66% net debt to equity). Large one-off items impacting financial results.
Upcoming Dividend • Mar 11Upcoming dividend of د.إ0.088 per shareEligible shareholders must have bought the stock before 18 March 2026. Payment date: 26 March 2026. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 5.3%. Lower than top quartile of Emirian dividend payers (6.5%). Lower than average of industry peers (5.9%).
Buy Or Sell Opportunity • Mar 05Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to د.إ3.75. The fair value is estimated to be د.إ3.02, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 6.2% per annum. Earnings are forecast to decline by 1.3% per annum over the same time period.
お知らせ • Feb 18TECOM Group PJSC, Annual General Meeting, Mar 10, 2026TECOM Group PJSC, Annual General Meeting, Mar 10, 2026, at 15:00 Arabian Standard Time. Location: dubai United Arab Emirates
Price Target Changed • Feb 12Price target increased by 8.7% to د.إ4.61Up from د.إ4.24, the current price target is an average from 6 analysts. New target price is 13% above last closing price of د.إ4.09. Stock is up 34% over the past year. The company is forecast to post earnings per share of د.إ0.32 for next year compared to د.إ0.42 last year.
Reported Earnings • Feb 03Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: د.إ0.42 (up from د.إ0.25 in FY 2024). Revenue: د.إ2.86b (up 19% from FY 2024). Net income: د.إ2.09b (up 70% from FY 2024). Profit margin: 73% (up from 51% in FY 2024). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 44%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Real Estate industry in United Arab Emirates. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 20% per year.
お知らせ • Jan 28TECOM Group PJSC to Report Fiscal Year 2025 Results on Feb 02, 2026TECOM Group PJSC announced that they will report fiscal year 2025 results at 11:00 AM, Coordinated Universal Time on Feb 02, 2026
Buy Or Sell Opportunity • Jan 07Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 4.9% to د.إ3.44. The fair value is estimated to be د.إ2.84, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings are also forecast to grow by 7.9% per annum over the same time period.
分析記事 • Nov 06TECOM Group PJSC's (DFM:TECOM) Profits May Not Reveal Underlying IssuesTECOM Group PJSC's ( DFM:TECOM ) robust recent earnings didn't do much to move the stock. We think this is due to...
New Risk • Nov 01New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 0% Dividend yield: 4.9% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (67% net debt to equity). Dividend is not well covered by earnings (0% payout ratio).
Reported Earnings • Nov 01Third quarter 2025 earnings released: EPS: د.إ0.07 (vs د.إ0.068 in 3Q 2024)Third quarter 2025 results: EPS: د.إ0.07 (up from د.إ0.068 in 3Q 2024). Revenue: د.إ724.2m (up 19% from 3Q 2024). Net income: د.إ373.2m (up 9.9% from 3Q 2024). Profit margin: 52% (down from 56% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Real Estate industry in United Arab Emirates. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 12% per year.
お知らせ • Oct 27TECOM Group PJSC to Report Nine Months, 2025 Results on Oct 30, 2025TECOM Group PJSC announced that they will report nine months, 2025 results on Oct 30, 2025
Reported Earnings • Aug 01Second quarter 2025 earnings released: EPS: د.إ0.08 (vs د.إ0.062 in 2Q 2024)Second quarter 2025 results: EPS: د.إ0.08 (up from د.إ0.062 in 2Q 2024). Revenue: د.إ709.4m (up 22% from 2Q 2024). Net income: د.إ376.6m (up 21% from 2Q 2024). Profit margin: 53% (in line with 2Q 2024). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Real Estate industry in United Arab Emirates. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Jul 30Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to د.إ3.43. The fair value is estimated to be د.إ2.86, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10.0% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 6.7% per annum over the same time period.
お知らせ • Jul 29TECOM Group PJSC to Report First Half, 2025 Results on Jul 31, 2025TECOM Group PJSC announced that they will report first half, 2025 results on Jul 31, 2025
Buy Or Sell Opportunity • Jun 30Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 4.2% to د.إ3.22. The fair value is estimated to be د.إ2.65, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10.0% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 6.4% per annum over the same time period.
分析記事 • Jun 26What You Can Learn From TECOM Group PJSC's (DFM:TECOM) P/EWith a median price-to-earnings (or "P/E") ratio of close to 12x in the United Arab Emirates, you could be forgiven for...
Major Estimate Revision • May 14Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from د.إ2.62b to د.إ2.69b. EPS estimate increased from د.إ0.254 to د.إ0.28 per share. Net income forecast to grow 3.4% next year vs 14% growth forecast for Real Estate industry in United Arab Emirates. Consensus price target up from د.إ3.69 to د.إ3.77. Share price was steady at د.إ3.11 over the past week.
Reported Earnings • May 03First quarter 2025 earnings released: EPS: د.إ0.07 (vs د.إ0.059 in 1Q 2024)First quarter 2025 results: EPS: د.إ0.07 (up from د.إ0.059 in 1Q 2024). Revenue: د.إ679.7m (up 21% from 1Q 2024). Net income: د.إ360.9m (up 23% from 1Q 2024). Profit margin: 53% (up from 52% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Real Estate industry in United Arab Emirates.
お知らせ • Apr 30TECOM Group PJSC to Report Q1, 2025 Results on May 01, 2025TECOM Group PJSC announced that they will report Q1, 2025 results on May 01, 2025
Buy Or Sell Opportunity • Apr 29Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at د.إ3.13. The fair value is estimated to be د.إ2.58, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 7.0% per annum over the same time period.
Buy Or Sell Opportunity • Mar 11Now 23% overvaluedOver the last 90 days, the stock has fallen 4.5% to د.إ2.98. The fair value is estimated to be د.إ2.42, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 7.4% per annum over the same time period.
Buy Or Sell Opportunity • Feb 12Now 23% overvaluedOver the last 90 days, the stock has fallen 2.2% to د.إ3.05. The fair value is estimated to be د.إ2.47, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 8.4% in the next 2 years.
分析記事 • Feb 12Investors Shouldn't Be Too Comfortable With TECOM Group PJSC's (DFM:TECOM) EarningsTECOM Group PJSC's ( DFM:TECOM ) robust earnings report didn't manage to move the market for its stock. Our analysis...
お知らせ • Feb 07TECOM Group PJSC, Annual General Meeting, Mar 10, 2025TECOM Group PJSC, Annual General Meeting, Mar 10, 2025.
Reported Earnings • Feb 06Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: د.إ0.25 (up from د.إ0.22 in FY 2023). Revenue: د.إ2.40b (up 11% from FY 2023). Net income: د.إ1.23b (up 14% from FY 2023). Profit margin: 51% (up from 50% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.7%. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Real Estate industry in United Arab Emirates.
お知らせ • Jan 28TECOM Group PJSC to Report Fiscal Year 2024 Results on Jan 30, 2025TECOM Group PJSC announced that they will report fiscal year 2024 results on Jan 30, 2025
Buy Or Sell Opportunity • Jan 07Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.8% to د.إ3.30. The fair value is estimated to be د.إ2.75, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.5% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 6.6% per annum. Earnings are also forecast to grow by 3.2% per annum over the same time period.
分析記事 • Nov 03What TECOM Group PJSC's (DFM:TECOM) P/E Is Not Telling YouIt's not a stretch to say that TECOM Group PJSC's ( DFM:TECOM ) price-to-earnings (or "P/E") ratio of 12.8x right now...
Reported Earnings • Nov 02Third quarter 2024 earnings released: EPS: د.إ0.07 (vs د.إ0.057 in 3Q 2023)Third quarter 2024 results: EPS: د.إ0.07 (up from د.إ0.057 in 3Q 2023). Revenue: د.إ610.9m (up 13% from 3Q 2023). Net income: د.إ339.6m (up 20% from 3Q 2023). Profit margin: 56% (up from 52% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Real Estate industry in United Arab Emirates.
Buy Or Sell Opportunity • Aug 22Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 6.1% to د.إ2.95. The fair value is estimated to be د.إ2.38, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last year. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings are also forecast to grow by 3.4% per annum over the same time period.
Reported Earnings • Aug 03Second quarter 2024 earnings released: EPS: د.إ0.06 (vs د.إ0.046 in 2Q 2023)Second quarter 2024 results: EPS: د.إ0.06 (up from د.إ0.046 in 2Q 2023). Revenue: د.إ583.7m (up 9.1% from 2Q 2023). Net income: د.إ310.5m (up 35% from 2Q 2023). Profit margin: 53% (up from 43% in 2Q 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Real Estate industry in United Arab Emirates.
お知らせ • Jul 29TECOM Group PJSC to Report First Half, 2024 Results on Aug 01, 2024TECOM Group PJSC announced that they will report first half, 2024 results on Aug 01, 2024
Buy Or Sell Opportunity • Jul 15Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 1.1% to د.إ2.73. The fair value is estimated to be د.إ2.25, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last year. Earnings per share has grown by 6.7%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 3.2% per annum over the same time period.
お知らせ • May 05TECOM Group PJSC to Report Q1, 2024 Results on May 02, 2024TECOM Group PJSC announced that they will report Q1, 2024 results on May 02, 2024
Reported Earnings • May 03First quarter 2024 earnings released: EPS: د.إ0.06 (vs د.إ0.051 in 1Q 2023)First quarter 2024 results: EPS: د.إ0.06 (up from د.إ0.051 in 1Q 2023). Revenue: د.إ564.0m (up 9.8% from 1Q 2023). Net income: د.إ292.5m (up 15% from 1Q 2023). Profit margin: 52% (up from 50% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Real Estate industry in United Arab Emirates.
Reported Earnings • Feb 01Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: د.إ0.22 (up from د.إ0.19 in FY 2022). Revenue: د.إ2.17b (up 9.9% from FY 2022). Net income: د.إ1.08b (up 49% from FY 2022). Profit margin: 50% (up from 37% in FY 2022). The increase in margin was primarily driven by lower expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 7.3%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Real Estate industry in United Arab Emirates.
お知らせ • Nov 02TECOM Group PJSC to Report Q3, 2023 Results on Oct 31, 2023TECOM Group PJSC announced that they will report Q3, 2023 results on Oct 31, 2023
Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: د.إ0.06 (vs د.إ0.042 in 3Q 2022)Third quarter 2023 results: EPS: د.إ0.06 (up from د.إ0.042 in 3Q 2022). Revenue: د.إ540.9m (up 10% from 3Q 2022). Net income: د.إ283.0m (up 34% from 3Q 2022). Profit margin: 52% (up from 43% in 3Q 2022). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Real Estate industry in United Arab Emirates.
Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: د.إ0.05 (vs د.إ0.047 in 2Q 2022)Second quarter 2023 results: EPS: د.إ0.05. Revenue: د.إ535.1m (up 6.1% from 2Q 2022). Net income: د.إ229.4m (down 3.4% from 2Q 2022). Profit margin: 43% (down from 47% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Real Estate industry in United Arab Emirates.
分析記事 • Jun 30TECOM Group PJSC (DFM:TECOM) Shares Could Be 38% Below Their Intrinsic Value EstimateKey Insights TECOM Group PJSC's estimated fair value is د.إ3.98 based on 2 Stage Free Cash Flow to Equity TECOM Group...
分析記事 • May 08Need To Know: Analysts Are Much More Bullish On TECOM Group PJSC (DFM:TECOM) RevenuesShareholders in TECOM Group PJSC ( DFM:TECOM ) may be thrilled to learn that the analysts have just delivered a major...
分析記事 • May 07Revenue Beat: TECOM Group PJSC Exceeded Revenue Forecasts By 15% And Analysts Are Updating Their EstimatesA week ago, TECOM Group PJSC ( DFM:TECOM ) came out with a strong set of quarterly numbers that could potentially lead...
お知らせ • May 05TECOM Group PJSC to Report Q1, 2023 Results on May 03, 2023TECOM Group PJSC announced that they will report Q1, 2023 results at 9:30 AM, Arabian Standard Time on May 03, 2023
Reported Earnings • May 04First quarter 2023 earnings: Revenues exceed analyst expectationsFirst quarter 2023 results: Revenue: د.إ513.8m (up 5.9% from 1Q 2022). Net income: د.إ255.1m (up 34% from 1Q 2022). Profit margin: 50% (up from 39% in 1Q 2022). The increase in margin was primarily driven by lower expenses. Revenue exceeded analyst estimates by 15%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Real Estate industry in United Arab Emirates.
Reported Earnings • Feb 12Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: د.إ0.19. Revenue: د.إ1.97b (up 12% from FY 2021). Net income: د.إ725.6m (up 28% from FY 2021). Profit margin: 37% (up from 32% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.9%. Earnings per share (EPS) missed analyst estimates by 30%. Revenue is forecast to grow 1.7% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Real Estate industry in United Arab Emirates.
分析記事 • Jan 17TECOM Group PJSC's (DFM:TECOM) Intrinsic Value Is Potentially 41% Above Its Share PriceKey Insights TECOM Group PJSC's estimated fair value is د.إ3.1 based on 2 Stage Free Cash Flow to Equity Current share...
Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Vice Chairman Arif Alharmi Albastaki was the last director to join the board, commencing their role in 2012. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Jul 05No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Vice Chairman Arif Alharmi Albastaki was the last director to join the board, commencing their role in 2012. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.