Entain（GVC）株式概要エンテインPlcは、イギリス、アイルランド、イタリア、その他のヨーロッパ諸国、オーストラリア、ニュージーランド、および国際的なスポーツベッティングおよびゲーミング企業として事業を展開している。 詳細GVC ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長5/6過去の実績0/6財務の健全性2/6配当金2/6報酬当社が推定した公正価値より49.1%で取引されている 収益は年間89.71%増加すると予測されています リスク分析Austrian市場と比較して、過去 3 か月間の株価の変動が非常に大きい3.64%の配当は利益で十分にカバーされていない すべてのリスクチェックを見るGVC Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€6.2242.2% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-871m7b2016201920222025202620282031Revenue UK£6.6bEarnings UK£516.2mAdvancedSet Fair ValueView all narrativesEntain Plc 競合他社Red Rock ResortsSymbol: NasdaqGS:RRRMarket cap: US$5.5bSociété Anonyme des Bains de Mer et du Cercle des Étrangers à MonacoSymbol: ENXTPA:BAINMarket cap: €3.3bGenting SingaporeSymbol: SGX:G13Market cap: S$7.1bFDJ UnitedSymbol: ENXTPA:FDJUMarket cap: €4.3b価格と性能株価の高値、安値、推移の概要Entain過去の株価現在の株価UK£6.2252週高値UK£11.8752週安値UK£5.79ベータ0.761ヶ月の変化-9.67%3ヶ月変化-4.25%1年変化-27.95%3年間の変化-61.93%5年間の変化-67.58%IPOからの変化6.39%最新ニュースお知らせ • May 06Entain plc Announces Resignation of Ricky Sandler as Non-Executive Director, Effective May 5, 2026Entain plc announced that Ricky Sandler has informed the Company that he will step down as a Non-Executive Director of the Company, effective from May 5, 2026. The relationship agreement entered into with Eminence Capital on January 3, 2024 will also terminate with effect from May 5, 2026.お知らせ • Apr 07Entain Plc to Report Q1, 2026 Results on Apr 16, 2026Entain Plc announced that they will report Q1, 2026 results on Apr 16, 2026お知らせ • Mar 23Entain Plc, Annual General Meeting, Apr 29, 2026Entain Plc, Annual General Meeting, Apr 29, 2026. Location: the offices of addleshaw goddard llp, 41 lothbury, ec2r 7hg, london United KingdomReported Earnings • Mar 08Full year 2025 earnings released: UK£1.04 loss per share (vs UK£0.71 loss in FY 2024)Full year 2025 results: UK£1.04 loss per share (further deteriorated from UK£0.71 loss in FY 2024). Revenue: UK£5.26b (up 3.3% from FY 2024). Net loss: UK£666.7m (loss widened 47% from FY 2024). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 22% per year.Declared Dividend • Mar 08Final dividend of UK£0.098 announcedShareholders will receive a dividend of UK£0.098. Ex-date: 12th March 2026 Payment date: 24th April 2026 Dividend yield will be 3.1%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (58% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.お知らせ • Mar 06Entain Plc Proposes Second Interim Dividend in Respect of the Year Ended 31 December 2025, Payable on 24 April 2026In line with the Group's progressive dividend policy, the Board of Entain Plc has proposed a total dividend for 2025 of £125 million, (19.6 pence per share, up +5% YoY), paid to shareholders in equal instalments with H1 and Fiscal Year results. Declared final dividend of 9.8p per share (2024: 9.3 pence) per share, +5% YoY. The second interim dividend of £63 million, is expected to be paid on 24 April 2026 to shareholders on the register as at 13 March 2026. Ex-Dividend date is 12 March 2026.最新情報をもっと見るRecent updatesお知らせ • May 06Entain plc Announces Resignation of Ricky Sandler as Non-Executive Director, Effective May 5, 2026Entain plc announced that Ricky Sandler has informed the Company that he will step down as a Non-Executive Director of the Company, effective from May 5, 2026. The relationship agreement entered into with Eminence Capital on January 3, 2024 will also terminate with effect from May 5, 2026.お知らせ • Apr 07Entain Plc to Report Q1, 2026 Results on Apr 16, 2026Entain Plc announced that they will report Q1, 2026 results on Apr 16, 2026お知らせ • Mar 23Entain Plc, Annual General Meeting, Apr 29, 2026Entain Plc, Annual General Meeting, Apr 29, 2026. Location: the offices of addleshaw goddard llp, 41 lothbury, ec2r 7hg, london United KingdomReported Earnings • Mar 08Full year 2025 earnings released: UK£1.04 loss per share (vs UK£0.71 loss in FY 2024)Full year 2025 results: UK£1.04 loss per share (further deteriorated from UK£0.71 loss in FY 2024). Revenue: UK£5.26b (up 3.3% from FY 2024). Net loss: UK£666.7m (loss widened 47% from FY 2024). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 22% per year.Declared Dividend • Mar 08Final dividend of UK£0.098 announcedShareholders will receive a dividend of UK£0.098. Ex-date: 12th March 2026 Payment date: 24th April 2026 Dividend yield will be 3.1%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (58% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.お知らせ • Mar 06Entain Plc Proposes Second Interim Dividend in Respect of the Year Ended 31 December 2025, Payable on 24 April 2026In line with the Group's progressive dividend policy, the Board of Entain Plc has proposed a total dividend for 2025 of £125 million, (19.6 pence per share, up +5% YoY), paid to shareholders in equal instalments with H1 and Fiscal Year results. Declared final dividend of 9.8p per share (2024: 9.3 pence) per share, +5% YoY. The second interim dividend of £63 million, is expected to be paid on 24 April 2026 to shareholders on the register as at 13 March 2026. Ex-Dividend date is 12 March 2026.お知らせ • Mar 05Entain Plc to Report First Half, 2026 Results on Aug 13, 2026Entain Plc announced that they will report first half, 2026 results on Aug 13, 2026お知らせ • Dec 12+ 1 more updateEntain PLC Announces CFO ChangesEntain PLC announced that, after 13 years with the Group, Rob Wood is to step down as Group Chief Financial Officer in 2026. The Board announced the appointment of Michael Snape to succeed Rob as Group CFO with effect from March 6, 2026. Michael will join the Group as CFO Designate in February 2026. Rob will step down as an Executive Director of the Board on March 6, 2026 and will remain with Entain until June 2026 to ensure an orderly transition of responsibilities. Rob has made a significant contribution to Entain over his 13 year tenure and has been central to the Group's growth and strategic transformation. He has been a valued member of the management team, and has played a key role in shaping the business into a globally scaled operator with podium positions in attractive regulated markets. Michael brings over two decades of experience in senior finance and leadership roles, with a proven track record of delivering financial, commercial and operational excellence across large, international companies operating in complex industries. He joins from global logistics company International Distribution Services (IDS) where he is currently Group CFO and recently led its de-listing and sale. Prior to IDS, Michael spent five years at Walgreens Boots Alliance as CFO of Boots, No7 Beauty & International. During his earlier career he worked for Tesco plc as International CFO, Waitrose; part of the John Lewis Partnership, and J Sainsburys plc.お知らせ • Dec 11Entain Plc to Report Fiscal Year 2025 Results on Mar 05, 2026Entain Plc announced that they will report fiscal year 2025 results on Mar 05, 2026Declared Dividend • Aug 14First half dividend of UK£0.098 announcedShareholders will receive a dividend of UK£0.098. Ex-date: 21st August 2025 Payment date: 29th September 2025 Dividend yield will be 2.0%, which is about the same as the industry average. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (48% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.Reported Earnings • Aug 13First half 2025 earnings released: UK£0.15 loss per share (vs UK£0.003 loss in 1H 2024)First half 2025 results: UK£0.15 loss per share (further deteriorated from UK£0.003 loss in 1H 2024). Revenue: UK£2.60b (up 3.0% from 1H 2024). Net loss: UK£98.3m (loss widened UK£96.4m from 1H 2024). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.お知らせ • Aug 13+ 1 more updateEntain plc Announces Interim Dividend for the 2025, Payable on September 29, 2025Entain Plc announced an interim dividend of 9.8 pence (2024: 9.3 pence) per share has been declared. The dividend will be paid on 29 September 2025 to shareholders on the register on 22 August 2025.Buy Or Sell Opportunity • Aug 01Now 25% undervaluedOver the last 90 days, the stock has risen 43% to €11.04. The fair value is estimated to be €14.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Meanwhile, the company became loss making.Board Change • Jun 06High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Edmond Mesrobian was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.New Risk • Apr 29New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Austrian stocks, typically moving 8.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.3% average weekly change). Minor Risk Paying a dividend despite being loss-making.お知らせ • Apr 29+ 1 more updateEntain plc Reiterates Earnings Guidance for the Fiscal Year 2025Entain Plc reiterates earnings guidance for the fiscal year 2025. For the period, the company reiterates its expectation for Online NGR growth of mid-single-digit percent in 2025 on a constant currency basis.お知らせ • Mar 24Entain Plc, Annual General Meeting, Apr 23, 2025Entain Plc, Annual General Meeting, Apr 23, 2025. Location: the offices of addleshaw goddard llp, milton gate, 60 chiswell street, ec1y 4ag, london United Kingdomお知らせ • Mar 22Entain plc Announces Ronald Kramer, Non-Executive Director, Steps Down from the Board on 23 April 2025Entain Plc announced Ronald Kramer, Non-Executive Director of the Company, has informed the Company that he will not be standing for re-election at the 2025 AGM, and therefore, will be stepping down from the Board on 23 April 2025.Buy Or Sell Opportunity • Mar 21Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.5% to €7.79. The fair value is estimated to be €9.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Meanwhile, the company became loss making.New Risk • Mar 17New major risk - Revenue and earnings growthEarnings have declined by 47% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 have declined by 47% per year over the past 5 years. Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (7.6% average weekly change).Declared Dividend • Mar 09Final dividend of UK£0.093 announcedShareholders will receive a dividend of UK£0.093. Ex-date: 13th March 2025 Payment date: 25th April 2025 Dividend yield will be 2.3%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (42% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.Reported Earnings • Mar 06Full year 2024 earnings released: UK£0.71 loss per share (vs UK£1.41 loss in FY 2023)Full year 2024 results: UK£0.71 loss per share (improved from UK£1.41 loss in FY 2023). Revenue: UK£5.09b (up 6.7% from FY 2023). Net loss: UK£452.7m (loss narrowed 48% from FY 2023). Revenue is forecast to grow 4.2% p.a. on average during the next 2 years, compared to a 7.0% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.お知らせ • Mar 06Entain plc Proposes Second Interim Dividend for the Year 2024, Payable on 25 April 2025Entain Plc has proposed a total dividend for 2024 of £119 million, (18.6 pence per share), paid to shareholders in equal instalments with first half and Fiscal Year results. As such a second interim dividend of £60 million (9.3 pence per share), is expected to be paid on 25 April 2025 to shareholders on register on 14 March 2025.お知らせ • Feb 14Entain Plc Announces Board and Committee ChangesEntain plc announced the appointment of David Satz as the Senior Independent Director with immediate effect. David has been a Non-Executive Director of the Company since 22 October 2020. He is the Chair of the Sustainability & Compliance Committee and a member of the Audit Committee. Interim Chair, Pierre Bouchut is appointed Chair of both the Capital Allocation and People & Governance committees. Pierre has also stepped down from the Audit Committee. Helen Ashton is appointed as a member of the Capital Allocation Committee. As Interim Chief Executive Officer, Stella David has stepped down from the Capital Allocation, People & Governance and Sustainability & Compliance committees. Following these changes membership of the Board Committees is: Audit Committee: Helen Ashton (Chair); David Satz; Rahul Welde. Capital Allocation Committee: Pierre Bouchut (Chair); Helen Ashton; Ricky Sandler. People & Governance Committee: Pierre Bouchut (Chair); Amanda Brown; Virginia McDowell; Ricky Sandler; Rahul Welde. Remuneration Committee: Amanda Brown (Chair); Helen Ashton; Virginia McDowell; Rahul Welde. Sustainability & Compliance Committee: David Satz (Chair); Virginia McDowell.New Risk • Feb 11New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Austrian stocks, typically moving 6.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (6.7% average weekly change). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Cash payout ratio: 121%お知らせ • Feb 11+ 2 more updatesEntain Plc to Report First Half, 2025 Results on Aug 12, 2025Entain Plc announced that they will report first half, 2025 results on Aug 12, 2025お知らせ • Jan 07Entain Plc to Report Fiscal Year 2024 Results on Mar 06, 2025Entain Plc announced that they will report fiscal year 2024 results on Mar 06, 2025お知らせ • Dec 13Entain plc Announces Helen Ashton Joins Remuneration CommitteeEntain plc announced that Helen Ashton, an independent non-executive director of the Company, has joined the Remuneration Committee effective 12 December 2024. Following this change, membership of Remuneration Committee is: Amanda Brown (Chair), Helen Ashton, Virginia McDowell and Rahul Welde. Capital Allocation Committee: Stella David (Chair); Pierre Bouchut and Ricky Sandler. People & Governance Committee: Stella David (Chair); Amanda Brown; Virginia McDowell; Ricky Sandler and Rahul Welde. Remuneration Committee: Amanda Brown (Chair); Helen Ashton; Virginia McDowell and Rahul Welde. Sustainability & Compliance Committee: David Satz (Chair); Stella David and Virginia McDowell.New Risk • Nov 01New major risk - Revenue and earnings growthEarnings have declined by 37% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Cash payout ratio: 121% Earnings have declined by 37% per year over the past 5 years.お知らせ • Sep 30Entain plc Announces Chair and Board Committee ChangesEntain Plc announced that, as previously announced on 4 April 2024 and 22 July 2024, Stella David will succeed Barry Gibson as Chair of the Board. Stella is also appointed as Chair of the People & Governance and Capital Allocation Committees, and a member of the Sustainability & Compliance Committee with immediate effect. Helen Ashton is appointed as Chair of the Audit Committee, succeeding Pierre Bouchut who continues as a member of this Committee. The Entain Board consists of: Stella David, Chair of the Board; Gavin Isaacs, Chief Executive Officer; Rob Wood, Chief Financial Officer and Deputy CEO; Pierre Bouchut, Senior Independent Director; Helen Ashton, Independent Non-Executive Director; Amanda Brown, Independent Non-Executive Director; Ronald J Kramer, Independent Non-Executive Director; Virginia McDowell, Independent Non-Executive Director; Ricky Sandler, Non-Executive Director; David Satz, Independent Non-Executive Director; Rahul Welde, Independent Non-Executive Director. Following these changes membership of the Board Committees is: Audit Committee: Helen Ashton (Chair); Pierre Bouchut; David Satz; Rahul Welde. Capital Allocation Committee: Stella David (Chair); Pierre Bouchut; Ricky Sandler. People & Governance Committee: Stella David (Chair); Amanda Brown; Virginia McDowell; Ricky Sandler; Rahul Welde. Sustainability & Compliance Committee: David Satz (Chair); Stella David; Virginia McDowell. Remuneration Committee: Amanda Brown (Chair); Virginia McDowell; Rahul Welde.Recent Insider Transactions • Sep 18Non-Executive Director recently bought €1.2m worth of stockOn the 13th of September, Stella David bought around 137k shares on-market at roughly €8.64 per share. This transaction amounted to 50% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €8.0m more in shares than they have sold in the last 12 months.Reported Earnings • Aug 11First half 2024 earnings released: UK£0.068 loss per share (vs UK£0.84 loss in 1H 2023)First half 2024 results: UK£0.068 loss per share (improved from UK£0.84 loss in 1H 2023). Revenue: UK£2.52b (up 6.0% from 1H 2023). Net loss: UK£43.2m (loss narrowed 91% from 1H 2023). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.Declared Dividend • Aug 11First half dividend of UK£0.093 announcedShareholders will receive a dividend of UK£0.093. Ex-date: 15th August 2024 Payment date: 20th September 2024 Dividend yield will be 3.0%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. The dividend is also not covered by cash flows (121% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.お知らせ • Aug 08Entain plc Proposes Interim Dividend First Half of 2024, Payable in September 2024Entain Plc has proposed an interim dividend of c £60m (9.3 pence per share), a 5% year on year increase per share. The interim dividend in respect of the H1 2024 results is expected to be paid in September 2024 to shareholders on register on 16 August 2024.Buy Or Sell Opportunity • Aug 02Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 31% to €6.40. The fair value is estimated to be €8.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10.0% over the last 3 years. Meanwhile, the company became loss making.Board Change • Aug 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Helen Ashton was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jul 22Entain plc Appoints Gavin Isaacs as Chief Executive Officer, Effective 2 September 2024Entain plc announced that Gavin Isaacs has been appointed as Chief Executive Officer, effective from 2 September 2024. Gavinhas over 25 years of experience across the global sports betting, gaming and lottery industries. His broad leadership experience has been built through previous roles within companies including Scientific Games Corporation, DraftKings Inc, SB Tech, Bally Technologies Inc, and Aristocrat Technologies. In 2022, Gavin was inducted into the American Gaming Association's Hall of Fame, reflecting his extensive industry expertise leading and building a wide range of businesses. Gavin is currently a Non-Executive Director of Games Global Limited, an iGaming content supplier incorporated in the Isle of Man, having previously served as Chairman for two years. He has over 25 years of experience across the global sports betting, igaming, gaming and lottery industries. In 2022, he was inducted into the American Gaming Association's Hall of Fame, reflecting his extensive industry expertise built by leading and building a wide range of public and private businesses, from established multi-billion-dollar global companies to innovative start-ups. Gavin was previously Chair of SB Tech prior to its sale to DraftKings Inc. in 2020 and has held a number of Board or C-suite roles for companies including Scientific Games Corporation, DraftKings Inc, SHFL Entertainment, Bally Technologies Inc, and Aristocrat Technologies. He started his career practicing as a solicitor with large corporate law firms in his native Australia. Gavin holds a Bachelor of Commerce, Accounting and Financial Systems and a Bachelor of Laws from the University of New South Wales, Australia as well as a Master of Laws from the University of Sydney, Australia.お知らせ • Jul 08Entain plc Announces Appointment of Helen Ashton as Independent Non-Executive Director and Member of the Audit CommitteeEntain Plc announced the appointment of Helen Ashton as an Independent Non-Executive Director with immediate effect. Helenhas over 30 years of experience of working in public and private equity backed businesses and is a qualified Chartered Management Accountant. As former CFO of ASOS plc, as well as executive level roles in ASDA, Barclays and Lloyds Banking Group, Helen brings broad global business and financial services experience with extensive knowledge of high growth digital and retail businesses. Helen is currently a Non-Executive Director and Chair of the Audit & Risk Committee of JD Sports Fashion plc. On appointment, Helen will also become a member of the Audit Committee.Recent Insider Transactions • Jun 09Interim CEO & Non-Executive Director recently bought €1.2m worth of stockOn the 3rd of June, Stella David bought around 145k shares on-market at roughly €8.08 per share. This transaction amounted to 47% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €1.7m. Stella has been a buyer over the last 12 months, purchasing a net total of €4.0m worth in shares.お知らせ • Apr 27Entain Plc Announces Board Committee ChangesEntain Plc announced the following board committee composition changes with immediate effect: Amanda Brown is appointed as Chair of the Remuneration Committee and a member of the People and Governance Committee, David Satz is appointed as Chair of the Sustainability and Compliance Committee and Virgina McDowell will continue as a member of the Remuneration Committee and the Sustainability and Compliance Committee.お知らせ • Apr 04Entain plc Announces Board ChangesEntain plc announced that Barry Gibson has given notice that he wishes to retire from his role as Chair and from the Board. Barry will step down by the end of September 2024, and potentially earlier depending on the timing of the appointment of a permanent CEO. The search for a permanent CEO is ongoing and is progressing well. A process to identify his replacement has been part of the Board's ongoing succession planning, and it announced that Stella David will become Chair on Barry's retirement. Stella was a non-executive director and Senior Independent Director from 4 March 2021 and became interim CEO of Entain in December 2023. Barry was appointed to the Board of Entain in November 2019 and became Chair in February 2020. During his time as Chair, Barry has played an integral role in the transformation from GVC to Entain, which has included a significant improvement in the quality of the Group's operations, revenues, governance processes, and procedures. He has also overseen the renewal of the Board, the Group's focus on operating only in regulated or regulating markets, and the resolution of the HMRC investigation into the Group's legacy Turkish facing operations. During his tenure, the Group has grown its EBITDA by over 50% to approximately £1bn in 2023, and its US joint venture, BetMGM, has gone from a start-up to being a $2 billion revenue business with a strong market position and outstanding growth prospects. Further information about Stella David: Stella has been interim CEO of Entain since December 2023 and was previously a non-executive director and Senior Independent Director from 4 March 2021. She is a non-executive director of Norwegian Cruise Line Holdings Ltd. where she is also chair of the Nominating and Governance Committee, and is a non-executive director of the privately-owned Bacardi Ltd. She was previously CEO of William Grant & Sons, following more than 15 years with Bacardi Ltd. She was chair of C&J Clark Ltd. (having previously acted as interim chief executive officer), chair of Vue International, non-executive director and senior independent director of HomeServe plc, non-executive director and remuneration committee chair at the Nationwide Building Society, and non-executive director of Domino's Pizza Group plc.お知らせ • Mar 15Entain Reportedly Examines Possible Sale of Overseas Gambling BrandsEntain Plc (LSE:ENT) has hired advisers to oversee the possible sale of several of its overseas brands, as one of Britain’s largest gambling companies considers unwinding a multibillion-pound acquisition spree that hurt its share price. The Ladbrokes owner is reviewing the future of businesses, including a number snapped up by former chief executive Jette Nygaard-Andersen, and this month hired Wall Street boutique advisory Moelis, according to people familiar with the matter. Moelis is advising Entain’s board and the group’s recently formed capital allocation committee, and any disposals will be of brands that are not integrated into the company’s technology platform, which makes them easier to sell, the people said. Among those that could be sold are Netherlands-based BetEnt B.V. (BetCity), which Entain bought for £398 million last year, the people added. A local offshoot of Ladbrokes Digital Australia Pty Ltd. in Australia, Sweden-based Enlabs AB (publ) and Georgia-based Mars LLC (CrystalBet), are other brands not integrated into Entain’s main tech platform and under review. The disposal of overseas brands would allow Entain’s management to focus on revitalising operations in its core markets, such as the UK and Germany, where it has been losing market share. It would also allow the FTSE 100 group to invest more in BetMGM, its joint venture with casino group MGM Resorts International in the US, its fastest-growing market. Brands that did not use Entain’s in-house technology platform accounted for about a third of net gaming revenues in the first half of last year, according to company figures. Croatia-based SuperSport, acquired for £599 million in 2022, and Poland’s STS Holdings, which came with a price tag of £750 million last year, are also not on Entain’s main tech platform. But last week Entain’s interim chief executive Stella David highlighted the strong performance of Entain CEE, through which the group owns SuperSport and STS.Recent Insider Transactions • Mar 13Interim CEO & Non-Executive Director recently bought €1.7m worth of stockOn the 11th of March, Stella David bought around 195k shares on-market at roughly €8.56 per share. This transaction increased Stella's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Stella has been a buyer over the last 12 months, purchasing a net total of €2.8m worth in shares.お知らせ • Mar 12Entain plc Appoints Ronald J. Kramer as an Independent Non-Executive DirectorEntain plc announced the appointment of Ronald J. Kramer as an Independent Non-Executive Director with immediate effect. The Board has determined that Ronald J. Kramer is independent. Ron brings extensive corporate finance, real estate and gaming industry experiences gained over a 40-year career. Heis currently the Chairman and CEO of Griffon Corporation, and serves on the Board of Douglas Elliman Inc. Ron was previously the President and Director of Wynn Resorts Limited between 2002 and 2008. He received a Bachelor of Science from Wharton School of the University of Pennsylvania in 1980 and an MBA from New York University in 1981.Declared Dividend • Mar 10Final dividend of UK£0.089 announcedShareholders will receive a dividend of UK£0.089. Ex-date: 14th March 2024 Payment date: 26th April 2024 Dividend yield will be 2.2%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (61% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.お知らせ • Mar 08Entain Plc Proposes Second Interim Dividend for the Year Ended 31 December 2023, Payable on 26 April 2024Entain Plc announced that a second interim dividend of 8.9 pence (2022: 8.5 pence) per share, amounting to £56.9 million (2022: £50.0 million) in respect of the year ended 31 December 2023, was proposed by the Directors on 7 March 2024. As such, a second interim dividend is expected to be paid on 26 April 2024 to shareholders on register on 15 March 2024.Reported Earnings • Mar 08Full year 2023 earnings released: UK£1.41 loss per share (vs UK£0.064 profit in FY 2022)Full year 2023 results: UK£1.41 loss per share (down from UK£0.064 profit in FY 2022). Revenue: UK£4.77b (up 11% from FY 2022). Net loss: UK£870.8m (down UK£908.4m from profit in FY 2022). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.お知らせ • Mar 07+ 1 more updateEntain Plc, Annual General Meeting, Apr 24, 2024Entain Plc, Annual General Meeting, Apr 24, 2024.お知らせ • Feb 02Entain plc Announces Board ChangesEntain plc announced the formation of its Capital Allocation Committee to provide additional oversight over its portfolio of assets, capital allocation and capital structure. Barry Gibson will chair the new Committee with Pierre Bouchut and Ricky Sandler being appointed as members.お知らせ • Jan 06Entain Plc to Report Fiscal Year 2023 Results on Mar 07, 2024Entain Plc announced that they will report fiscal year 2023 results on Mar 07, 2024Buying Opportunity • Dec 24Now 21% undervaluedOver the last 90 days, the stock is up 6.7%. The fair value is estimated to be €14.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 5.9% in a year. Earnings is forecast to grow by 71% in the next year.お知らせ • Dec 16Entain Plc Announces Board and Committee ChangesEntain Plc announced that following appointments with immediate effect further to the announcement that Stella David has been appointed as Interim Chief Executive Officer: Pierre Bouchut is appointed as Senior Independent Director. Virginia McDowell is appointed as Chair of the Remuneration Committee. Barry Gibson is appointed as Chair of the People and Governance Committee. Rahul Welde is appointed as a member of the People and Governance Committee. The Entain Board consists of: J M Barry Gibson, Chairman of the Board; Stella David, Interim Chief Executive Officer; Rob Wood, Chief Financial Officer and Deputy CEO; Pierre Bouchet, Senior Independent Director; Virginia McDowell, Independent Non-Executive Director; David Satz, Independent Non-Executive Director; Rahul Welde, Independent Non-Executive Director and Amanda Brown, Independent Non-Executive Director. Following these changes membership of the Board Committees is: Audit Committee: Pierre Bouchut (Chair), David Satz and Rahul Welde. People & Governance Committee: Barry Gibson (Chair), Virginia McDowell and Rahul Welde. Sustainability & Compliance Committee: Virginia McDowell (Chair), Barry Gibson and David Satz. Remuneration Committee: Virginia McDowell (Chair), Rahul Welde and Amanda Brown.お知らせ • Dec 14Corvex Management LP completed the acquisition of approximately 4.4% stake in Entain Plc (LSE:ENT).Corvex Management LP acquired approximately 4.4% stake in Entain Plc (LSE:ENT) on December 14, 2023. Corvex Management LP completed the acquisition of approximately 4.4% stake in Entain Plc (LSE:ENT) on December 14, 2023.お知らせ • Dec 13Entain Plc Announces Chief Executive Officer ChangesEntain Plc announced that on December 13, 2023, Jette Nygaard-Andersen, Chief Executive Officer, has informed the Board that she wishes to stand down from the Group with immediate effect. The Board has asked Stella David, currently a non-executive director, to become Chief Executive Officer on an interim basis. Stella will start this week and will remain in the role until a permanent replacement has been found.Recent Insider Transactions • Nov 10Insider recently bought €1.2m worth of stockOn the 7th of November, Barry Gibson bought around 109k shares on-market at roughly €10.70 per share. This transaction increased Barry Gibson's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €3.3m more in shares than they have sold in the last 12 months.お知らせ • Nov 03Entain plc Provides Revenue Guidance for the Year 2023Entain Plc announced that the company is on track for FY2023 Net Gaming Revenue at the upper end of $1.8 billion -$2.0 billion guidance.Buying Opportunity • Nov 03Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 38%. The fair value is estimated to be €13.10, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Meanwhile, the company became loss making.Board Change • Nov 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Senior Independent Non-Executive Director Stella David was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 31Entain plc Appoints Amanda Brown as an Independent Non-Executive DirectorEntain plc announced the appointment of Amanda Brown as an independent Non-Executive Director. The appointment will take effect from 8 November 2023. Amanda was most recently Chief Human Resources Officer at Hiscox plc where she was a member of the senior leadership team prior to stepping down in 2022. Amanda is currently a Non-Executive Director and Remuneration Committee Chair of Mitchells & Butlers plc and a Non-Executive Director and Chair Designate of the Remuneration Committee at the Manchester Airport Group. She has previously been a Non-Executive Director and Remuneration Committee Chair at Micro Focus International PLC. She has a degree in English from Reading University. On appointment, Amanda will also become a member of the Remuneration Committee.お知らせ • Sep 25Entain plc Provides Revenue Guidance for the Third Quarter and Fiscal Year 2023Entain Plc provided revenue guidance for the third quarter and fiscal year 2023. For the quarter, the company NGR growth is now expected to be up high single-digit percent, and down high single digit percent on a proforma basis. For the year, the company expected NGR to be up low double-digit percent with proforma NGR down low single digit percent, NGR at the upper end of $1.8-$2.0 billion.Buying Opportunity • Sep 23Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be €15.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Meanwhile, the company became loss making.Buying Opportunity • Aug 13Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 9.6%. The fair value is estimated to be €19.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Aug 10First half 2023 earnings released: UK£0.84 loss per share (vs UK£0.051 profit in 1H 2022)First half 2023 results: UK£0.84 loss per share (down from UK£0.051 profit in 1H 2022). Revenue: UK£2.38b (up 14% from 1H 2022). Net loss: UK£497.4m (down UK£527.5m from profit in 1H 2022). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.お知らせ • Jul 27Entain plc Provides Earnings Guidance for the Full Year 2023Entain Plc provided earnings guidance for the full year 2023. For the year, the company expected net revenue from operations of $944 million, on track to deliver at the upper end of previous guidance range for Fiscal Year 2023 revenue of $1.8 to $2.0 billion.お知らせ • Jul 18Entain Plc (LSE:ENT) agreed to acquire Angstrom Sports for approximately £200 million.Entain Plc (LSE:ENT) agreed to acquire Angstrom Sports for approximately £200 million on July 17, 2023. The consideration will be paid £81 million initially plus contingent payments totaling a maximum of £122 million, payable over three years. The transaction is expected to complete during Q3 2023. Nick Jones, ter Clements, Aled Batey and Chris Mort of Freshfields Bruckhaus Deringer LLP acted as legal advisor to Entain Plc.New Risk • Jun 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 8.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (76% net debt to equity). Share price has been volatile over the past 3 months (5.1% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.9% net profit margin). Shareholders have been diluted in the past year (8.3% increase in shares outstanding).お知らせ • Jun 17Eminence Capital Sends Open Letter to Entain Board of Directors Following Value Destructive Equity OfferingOn June 16, 2023, Eminence Capital, LP announced that it has issued an open letter to Entain Board of Directors following the Company's recently announced proposed acquisition of STS Holdings and concurrent equity offering. Eminence Capital stated that it was disappointed to learn that the Company has decided to fund the recently announced purchase of STS Holdings by issuing shares representing approximately 8% of its market cap. The Company stated that while it can support the Company pursuing seemingly rational acquisitions, funding them with highly undervalued equity is an empire building, shareholder value destroying strategy. Further, that the the Company Board has previously rejected multiple takeover approaches at materially higher prices on the grounds that those offers undervalued the Company, but then turn around and issue equity at depressed prices for an asset that is at best a ‘nice to have’ is illogical. Moreover, while calling this deal ‘accretive’ on an EPS basis may be technically correct, it demonstrates that management either doesn't understand finance or, worse, that they believe the Company's shareholders are naive. In addition, Eminence Capital expressed that issuing the Company stock at ~7x EBITDA (excluding the value of the BetMGM JV) to buy an asset at ~12x EBITDA is value destructive to shareholders, even with incredible synergies.お知らせ • Jun 15Entain Plc has completed a Follow-on Equity Offering in the amount of £600.000002 million.Entain Plc has completed a Follow-on Equity Offering in the amount of £600.000002 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 48,294,478 Price\Range: £12.3 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 486,010 Price\Range: £12.3 Transaction Features: Regulation S; Subsequent Direct Listingお知らせ • Jun 14Entain Plc (LSE : ENT) made a tender offer to acquire STS Holding S.A. (WSE:STH) for PLN 3.9 billion.Entain Plc (LSE : ENT) made a tender offer to acquire STS Holding S.A. (WSE:STH) for PLN 3.9 billion on June 13, 2023. Under the terms, Offer will be priced at PLN 24.80 per share in cash will be paid. Entain's cash component of the consideration will be funded through a non-pre-emptive equity placing of new ordinary shares conducted through an accelerated bookbuild launched today, and via a separate offer to retail investors via the Primary Bid platform. Laurence Hopkins of Morgan Stanley & Co. International plc acted as financial advisor and Ed Peel of Merrill Lynch International ("BofA Securities") acted as to Entain Plc. Clifford Chance LLP and Freshfields Bruckhaus Deringer LLP are acting as legal advisers and Ernst & Young LLP providing tax and structuring advice. to Entain Plc. Oakvale Capital LLP and White & Case LLP are acting as sole financial and legal advisers to STS and the Juroszek Foundations as part of the transaction.お知らせ • Jun 10Entain Plc (LSE:ENT) completed the acquisition of Tiidal Gaming NZ Limited from Tiidal Gaming Group Corp. (CNSX:TIDL).Entain Plc (LSE:ENT) entered into a share sale and purchase agreement to acquire Tiidal Gaming NZ Limited from Tiidal Gaming Group Corp. (CNSX:TIDL) for NZD 13.3 million on March 13, 2023.The Purchase Agreement includes payment of a NZD 0.5 million termination fee that is payable by Tiidal Holdings to Entain in the case of certain terminating events. Transaction was already approved by Tiidal Gaming Group Corp. board of directors and is subject to approval from Tiidal Gaming Group Corp shareholders. BDO Canada LLP acted as Financial and fairness opinion advisor to the board of directors of Tiidal Gaming Group Corp. As on April 26, 2023, Tiidal Gaming Group has received the approval of its shareholders at its annual and special meeting of shareholders held, among other things, the sale of the outstanding shares of the Company’s operating subsidiary. The completion of the Transaction remains subject to the satisfaction or waiver of certain closing conditions customary for transactions of this nature. Assuming the satisfaction or waiver of these conditions, the Transaction is expected to be completed in or about May 2023. Entain Plc (LSE:ENT) completed the acquisition of Tiidal Gaming NZ Limited from Tiidal Gaming Group Corp. (CNSX:TIDL) on June 9, 2023.お知らせ • May 23TAB NZ Partnership Receives Government ApprovalEntain plc announced that its strategic partnership with TAB New Zealand has received approval from the New Zealand Minister for Racing. As announced on 28 March 2023, the 25-year strategic partnership terms include a total consideration payable by Entain and an ongoing gross profit share arrangement. Subject to conditions of completion, the strategic partnership is expected to commence on 1 June 2023.お知らせ • May 17Entain plc Announces Stepping Down of Robert Hoskin as Chief Governance Officer, Effective June 30Entain plc announced that, after 18 years with the Group, Robert Hoskin is stepping down as Chief Governance Officer. He will leave the Board on June 30 and remain in role with the Group until 31 August 2023. Robert has been with the Group since 2005, originally serving as Company Secretary and Group Director of Legal, Regulatory and Secretariat, before being promoted to his current role in October 2020, and joining the Board in 2021. The Group has taken the decision to restructure certain responsibilities, in particular Regulatory Affairs given the strategic importance of regulation and focus exclusively on regulated or regulating markets. As a consequence of his stepping down, Robert's other responsibilities will be taken on by Simon Zinger, who is currently Entain's General Counsel.Reported Earnings • Mar 10Full year 2022 earnings released: EPS: UK£0.064 (vs UK£0.45 in FY 2021)Full year 2022 results: EPS: UK£0.064 (down from UK£0.45 in FY 2021). Revenue: UK£4.30b (up 12% from FY 2021). Net income: UK£37.6m (down 86% from FY 2021). Profit margin: 0.9% (down from 6.9% in FY 2021). Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 18Entain plc Announces Resignation of DirectorsEntain Plc announced that Mark Gregory and Vicky Jarman have given notice of their decision to step down from the company Board with effect from 17 February 2023.Valuation Update With 7 Day Price Move • Feb 14Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €14.70, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 18x in the Hospitality industry in Europe. Total returns to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €10.82 per share.お知らせ • Feb 01Entain Plc to Report First Half, 2023 Results on Aug 10, 2023Entain Plc announced that they will report first half, 2023 results on Aug 10, 2023お知らせ • Jan 13Entain Plc (LSE:ENT) completed the acquisition of BetEnt B.V. from Sports Entertainment Media B.V.Entain Plc (LSE : ENT) entered into an agreement to acquire BetEnt B.V. from Sports Entertainment Media B.V. for €850 million on June 14, 2022. The consideration for an initial of €300 million is payable in cash at completion and deferred contingent consideration of up to €550 million to be paid in early 2023 based on the actual performance of BetCity in the financial year 2022. The initial consideration will be funded from existing cash resources and drawings on the Group’s revolving credit facility. As of December 31, 2021, BetCity had gross assets of approximately €20.7 million. The acquisition is expected to complete during H2 2022. Proskauer Rose LLP and Bureau Brandeis B.V acted as legal advisor to BetEnt. Hvk Stevens Rotterdam B.V. and KPMG International Cooperative acted as accountant to BetEnt. Partis capital acted as advisor to BetEnt. Fogarty, Melissa; Hirst, Elliot; Horowitz, Stephanie; Traas, Robin; Heuvel, Sabine Van Den; Blankestijn, Sanne; Tempelman, Jaap; Wijdeveld, Sophie; Stegeman, Laura; Anemaet, Lauresse; Borsjé, Pascal; Mamczarz, Iga; Hattum, Bart Van of Clifford Chance LLP acted as legal advisors to Entain Plc in the transaction. Entain Plc (LSE:ENT) completed the acquisition of BetEnt B.V. from Sports Entertainment Media B.V. on January 12, 2023.お知らせ • Jan 10Entain Plc to Report Fiscal Year 2022 Results on Mar 09, 2023Entain Plc announced that they will report fiscal year 2022 results on Mar 09, 2023お知らせ • Nov 23Entain Plc (LSE:ENT) completed the acquisition of 75% stake in Super Sport kladionica, drustvo s ogranicenom odgovornoscu from EMMA CAPITAL Ltd.Entain Plc (LSE:ENT) agreed to acquire a 75% stake in Super Sport kladionica, drustvo s ogranicenom odgovornoscu from EMMA CAPITAL Ltd. for €690 million on August 11, 2022. Under the terms, Entain will pay €600 million in cash at completion and a further contingent payment of €90 million to EMMA in early 2023 based on SuperSport’s EBITDA for the financial year ending 2022. The transaction will be financed through a €700 million bridge loan from Deutsche Bank, Lloyds, Mediobanca, NatWest, and Santander. The New Loan was upsized from approximately €784 million to approximately €1016 million following strong demand from global credit investors. Radim Haluza will remain the Chief Executive Officer of Super Sport. The deal is conditional upon regulatory approvals. The transaction is expected to complete in Q4 2022. Laurence Hopkins, Tom Perry and Richard Brown of Morgan Stanley & Co. International plc acted as financial advisor to Entain. Petr Zákoucký, Rob Irving, Alex Tostevin ,Nik Colbridge, Josef Hainz, Sona Taghiyeva of Dentons Europe Cs Llp, Organizacni Slozka acted as legal advisor to EMMA CAPITAL Ltd. Entain Plc (LSE:ENT) completed the acquisition of 75% stake in Super Sport kladionica, drustvo s ogranicenom odgovornoscu from EMMA CAPITAL Ltd. on November 23, 2022.Board Change • Nov 16High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Rahul Welde was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Aug 18Entain Plc Issues Statement Regarding Regulatory SettlementEntain Plc confirmed that it has agreed a regulatory settlement with the British Gambling Commission (the "Commission") in respect of alleged historical licensing breaches. The regulatory settlement amounts to £14m in respect of Entain's digital business, and £3 million in respect of its retail business. Entain has entered into the regulatory settlement with the Commission in order to bring the matter to a close and avoid further costly and protracted legal proceedings. Entain accepts that certain legacy systems and processes supporting the operations of its British business during 2019 and 2020 were not in line with the evolving regulatory expectations of the Commission in respect to aspects of social responsibility and anti-money laundering safeguards. However, the Group also notes the Commission's statement that it found no evidence whatsoever of criminal spend within Entain's operations. The issues raised by the Commission relate to the period between December 2019 and October 2020, which predates the many changes in the area of safer gambling and AML that Entain has introduced. For instance, in 2021 Entain launched its Advanced Responsibility and Care™ programme which, using revolutionary AI technology, operates in real-time and is individually tailored for each customer. The initial trials of ARC™ in the UK have shown a risk assessment accuracy of over 80%, a 120% uplift in the use of safer gambling tools by those most at risk, and a 30% overall reduction in customers increasing their risk levels. Furthermore, in May of this year Entain was awarded the Advanced Safer Gambling Standard by GamCare, having evidenced the highest standards of player protection and social responsibility for its online and land-based gambling businesses in Great Britain. As part of the settlement, Entain has also agreed to appoint a Board sponsor to oversee the implementation of any further improvements identified by the original 2020 compliance assessments and to undertake an independent audit of the relevant policies and procedures at a future date. The £17 million settlement amount was already provided for in the Group's financial statements.Reported Earnings • Aug 12First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down UK£80.7m from profit in 1H 2021). Profit margin: (down from 4.6% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 6.3%, compared to a 34% growth forecast for the industry in Austria. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 11Entain plc Announces Interim Dividend in Respect of the First Half of 2022, Payable on September 2022Entain Plc announced the interim dividend of £50 million (8.5 pence per share) in respect of the first half of 2022 results announced is expected to be paid in September 2022 to shareholders on register on 19 August 2022.お知らせ • Jun 21Entain Plc Appoints Rahul Welde as an Independent Non-Executive Director, Effective 1 July 2022Entain plc announced the appointment of Rahul Welde as an independent Non-Executive Director. The appointment will take effect from 1 July 2022. Rahul was most recently Executive Vice President of Global Digital Transformation at Unilever plc where he drove digital strategies for the Unilever brands. He is an Indian national and brings over 30 years' experience in the global fast-moving consumer goods sector. On appointment, Rahul will become a member of the ESG (Environmental, Social and Governance) Committee.お知らせ • Jun 15Entain Plc (LSE : ENT) entered into an agreement to acquire BetEnt B.V. from Sports Entertainment Media B.V. for €880 million.Entain Plc (LSE : ENT) entered into an agreement to acquire BetEnt B.V. from Sports Entertainment Media B.V. for €880 million on June 14, 2022. The consideration for an initial of €300m is payable in cash at completion and deferred contingent consideration of up to €550m to be paid in early 2023 based on the actual performance of BetCity in the financial year 2022. The initial consideration will be funded from existing cash resources and drawings on the Group’s revolving credit facility. As of December 31, 2021, BetCity had gross assets of approximately €20.7 million. The acquisition is expected to complete during H2 2022. Proskauer Rose LLP and Bureau Brandeis B.V acted as legal advisor to BetEnt. Hvk Stevens Rotterdam B.V. and KPMG International Cooperative acted as accountant to BetEnt. Partis capital acted as advisor to BetEnt.お知らせ • Jun 02Entain Plc, Annual General Meeting, Jun 24, 2022Entain Plc, Annual General Meeting, Jun 24, 2022, at 09:00 Coordinated Universal Time. Location: The Brewery, 52 Chiswell Street London United Kingdom Agenda: To receive the company's consolidated annual report and audited accounts together with the company's audited accounts for the year ended 31 December 2021, together with the Directors' and Auditor's reports thereon; to approve the Directors' Remuneration Report for the year ended 31 December 2021; to re-appoint KPMG LLP as auditor to the company to hold office until the conclusion of the next general meeting of the company at which accounts are laid before the Shareholders; to authorise the Directors to agree the remuneration of the auditor; to re-elect David Satz as a Director; to re-elect Robert Hoskin as a Director; to re-elect Stella David as a Director; to re-elect Vicky Jarman as a Director; to re-elect Mark Gregory as a Director; to re-elect Rob Wood as a Director; to re-elect Jette Nygaard-Andersen as a Director; to re-elect J M Barry Gibson as a Director; to re-elect Pierre Bouchut as a Director; and to re-elect Virginia McDowell as a Director.Board Change • Apr 27High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Senior Independent Non-Executive Director Stella David was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Mar 11Independent Non-Executive Director recently bought €133k worth of stockOn the 7th of March, David Satz bought around 8k shares on-market at roughly €17.67 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €686k more in shares than they have sold in the last 12 months.Reported Earnings • Mar 04Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: UK£0.45 (up from UK£0.16 in FY 2020). Revenue: UK£3.83b (up 7.5% from FY 2020). Net income: UK£264.2m (up 187% from FY 2020). Profit margin: 6.9% (up from 2.6% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 12%, compared to a 46% growth forecast for the restaurants industry in Austria. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 16Entain Plc to Report First Half, 2022 Results on Aug 11, 2022Entain Plc announced that they will report first half, 2022 results on Aug 11, 2022お知らせ • Feb 08Entain Plc (LSE:ENT) acquired Avid Gaming from Middlebrook Investments Limited for approximately £170 million.Entain Plc (LSE:ENT) acquired Avid Gaming from Middlebrook Investments Limited for approximately £170 million on February 7, 2022. The combination is expected to deliver approximately £8.7 million of synergies in 2023, predominantly from technology, content and procurement benefits. This results in a post synergies acquisition multiple for Entain of approximately 7x 2023 EBITDA. The consideration for the acquisition has been paid from existing facilities. Sports Interaction has experienced rapid growth in recent years with gross revenues in 2021 increasing by 40% year on year to approximately £44 million. The business generated EBITDA of approximately £10.4 million and profits before tax of approximately £10.1 million in the year ended 31 December 2021. As at 30 September 2021, it had gross assets of approximately £23.7 million. Will Golby, Avid Gaming's Chief Executive Officer, along with other members of the leadership team, will transition to Entain. Entain Plc (LSE:ENT) completed the acquisition of Avid Gaming from Middlebrook Investments Limited on February 7, 2022.Board Change • Jan 26High number of new directorsThere are 8 new directors who have joined the board in the last 3 years. Senior Independent Non-Executive Director Stella David was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Nov 10Independent Non-Executive Director recently bought €175k worth of stockOn the 8th of November, Mark Gregory bought around 7k shares on-market at roughly €23.56 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €310k more in shares than they have sold in the last 12 months.お知らせ • Aug 13Entain Plc (LSE:ENT) agreed to acquire Unikrn, Inc.Entain Plc (LSE:ENT) agreed to acquire Unikrn, Inc. on August 12, 2021. The acquisition is subject to completion which is expected to happen later this year.株主還元GVCAT HospitalityAT 市場7D3.5%-0.9%0.6%1Y-27.9%-10.4%24.7%株主還元を見る業界別リターン: GVC過去 1 年間で-10.4 % の収益を上げたAustrian Hospitality業界を下回りました。リターン対市場: GVCは、過去 1 年間で24.7 % のリターンを上げたAustrian市場を下回りました。価格変動Is GVC's price volatile compared to industry and market?GVC volatilityGVC Average Weekly Movement8.1%Hospitality Industry Average Movement5.5%Market Average Movement4.8%10% most volatile stocks in AT Market6.9%10% least volatile stocks in AT Market2.9%安定した株価: GVCの株価は、 Austrian市場と比較して過去 3 か月間で変動しています。時間の経過による変動: GVCの weekly volatility ( 8% ) は過去 1 年間安定していますが、依然としてAustrianの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト200423,574Stella Davidentaingroup.comイギリス、アイルランド、イタリア、その他のヨーロッパ諸国、オーストラリア、ニュージーランド、および国際的なスポーツベッティング・ゲーミング会社。ラドブロークス（Ladbrokes）の名前でオンラインベッティングやマルチチャンネルベッティング、コーラル（Coral）の名前でストリートベッティングやオンラインベッティング、ユーロベット（Eurobet）の名前でオンラインスポーツベッティング、カジノ、ゲーム、365Scoresの名前でスコア、スポーツ情報、編集、ソーシャルコンテンツ、スポーツに特化した無料で遊べるゲーム、スーパースポーツ（SuperSport）とベットシティ（BetCity）の名前でスポーツベッティングやゲーム、ブウィン（bwin）の名前でオンラインベッティング、クリスタルベット（Crystalbet）の名前でスポーツベッティング、ポーカー、カジノゲームを提供している。また、オンラインカジノとスポーツベッティングを「Optibet」、オンラインビンゴを「Gala Bingo」、オンラインビンゴを「Foxy Bingo」、スポーツベッティングとゲームを「Sports Interaction」、「Vistabet」、ゲームを「Nutz」、「Laimz」、ゲームを「boost casino」、オンラインゲームを「Borgata Bingo」、ビンゴとカジノを「Foxy Games」、オンラインビンゴ、スポーツブック、カジノ、ポーカーを「betboo」、レースとスポーツブックのマネージメントソフトウェアソリューションを「Stadium」で提供している。さらに、BetMGMとSportingbetの名前でスポーツベッティングとiGaming、Ladbrokes Australia、TAB、STSの名前でスポーツベッティング、オンラインポーカープラットフォームのGioco Digitale、スポーツベッティングプラットフォームのLadbrokes Belgium、Ninja CasinoとPartyCasinoの名前でオンラインカジノ、Gala Casinoの名前でカジノとライブカジノ、PartyPokerの名前でオンラインポーカー、NedsとKlondaikaの名前でスポーツ、Finnplayの名前でiGamingプラットフォームを提供している。同社は2004年に法人化され、マン島のダグラスを拠点としている。もっと見るEntain Plc 基礎のまとめEntain の収益と売上を時価総額と比較するとどうか。GVC 基礎統計学時価総額€3.99b収益（TTM）-€772.04m売上高(TTM)€6.09b0.7xP/Sレシオ-5.2xPER（株価収益率GVC は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計GVC 損益計算書（TTM）収益UK£5.26b売上原価UK£749.90m売上総利益UK£4.51bその他の費用UK£5.18b収益-UK£666.70m直近の収益報告Dec 31, 2025次回決算日Aug 13, 2026一株当たり利益（EPS）-1.04グロス・マージン85.74%純利益率-12.68%有利子負債／自己資本比率287.2%GVC の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.6%現在の配当利回り-19%配当性向View Valuation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2026/05/25 05:07終値2026/05/22 00:00収益2025/12/31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Entain Plc 19 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。33 アナリスト機関James Rowland ClarkBarclaysPravin GondhaleBarclaysJack CummingsBerenberg30 その他のアナリストを表示
Société Anonyme des Bains de Mer et du Cercle des Étrangers à MonacoSymbol: ENXTPA:BAINMarket cap: €3.3b
お知らせ • May 06Entain plc Announces Resignation of Ricky Sandler as Non-Executive Director, Effective May 5, 2026Entain plc announced that Ricky Sandler has informed the Company that he will step down as a Non-Executive Director of the Company, effective from May 5, 2026. The relationship agreement entered into with Eminence Capital on January 3, 2024 will also terminate with effect from May 5, 2026.
お知らせ • Apr 07Entain Plc to Report Q1, 2026 Results on Apr 16, 2026Entain Plc announced that they will report Q1, 2026 results on Apr 16, 2026
お知らせ • Mar 23Entain Plc, Annual General Meeting, Apr 29, 2026Entain Plc, Annual General Meeting, Apr 29, 2026. Location: the offices of addleshaw goddard llp, 41 lothbury, ec2r 7hg, london United Kingdom
Reported Earnings • Mar 08Full year 2025 earnings released: UK£1.04 loss per share (vs UK£0.71 loss in FY 2024)Full year 2025 results: UK£1.04 loss per share (further deteriorated from UK£0.71 loss in FY 2024). Revenue: UK£5.26b (up 3.3% from FY 2024). Net loss: UK£666.7m (loss widened 47% from FY 2024). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 22% per year.
Declared Dividend • Mar 08Final dividend of UK£0.098 announcedShareholders will receive a dividend of UK£0.098. Ex-date: 12th March 2026 Payment date: 24th April 2026 Dividend yield will be 3.1%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (58% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.
お知らせ • Mar 06Entain Plc Proposes Second Interim Dividend in Respect of the Year Ended 31 December 2025, Payable on 24 April 2026In line with the Group's progressive dividend policy, the Board of Entain Plc has proposed a total dividend for 2025 of £125 million, (19.6 pence per share, up +5% YoY), paid to shareholders in equal instalments with H1 and Fiscal Year results. Declared final dividend of 9.8p per share (2024: 9.3 pence) per share, +5% YoY. The second interim dividend of £63 million, is expected to be paid on 24 April 2026 to shareholders on the register as at 13 March 2026. Ex-Dividend date is 12 March 2026.
お知らせ • May 06Entain plc Announces Resignation of Ricky Sandler as Non-Executive Director, Effective May 5, 2026Entain plc announced that Ricky Sandler has informed the Company that he will step down as a Non-Executive Director of the Company, effective from May 5, 2026. The relationship agreement entered into with Eminence Capital on January 3, 2024 will also terminate with effect from May 5, 2026.
お知らせ • Apr 07Entain Plc to Report Q1, 2026 Results on Apr 16, 2026Entain Plc announced that they will report Q1, 2026 results on Apr 16, 2026
お知らせ • Mar 23Entain Plc, Annual General Meeting, Apr 29, 2026Entain Plc, Annual General Meeting, Apr 29, 2026. Location: the offices of addleshaw goddard llp, 41 lothbury, ec2r 7hg, london United Kingdom
Reported Earnings • Mar 08Full year 2025 earnings released: UK£1.04 loss per share (vs UK£0.71 loss in FY 2024)Full year 2025 results: UK£1.04 loss per share (further deteriorated from UK£0.71 loss in FY 2024). Revenue: UK£5.26b (up 3.3% from FY 2024). Net loss: UK£666.7m (loss widened 47% from FY 2024). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 22% per year.
Declared Dividend • Mar 08Final dividend of UK£0.098 announcedShareholders will receive a dividend of UK£0.098. Ex-date: 12th March 2026 Payment date: 24th April 2026 Dividend yield will be 3.1%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (58% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.
お知らせ • Mar 06Entain Plc Proposes Second Interim Dividend in Respect of the Year Ended 31 December 2025, Payable on 24 April 2026In line with the Group's progressive dividend policy, the Board of Entain Plc has proposed a total dividend for 2025 of £125 million, (19.6 pence per share, up +5% YoY), paid to shareholders in equal instalments with H1 and Fiscal Year results. Declared final dividend of 9.8p per share (2024: 9.3 pence) per share, +5% YoY. The second interim dividend of £63 million, is expected to be paid on 24 April 2026 to shareholders on the register as at 13 March 2026. Ex-Dividend date is 12 March 2026.
お知らせ • Mar 05Entain Plc to Report First Half, 2026 Results on Aug 13, 2026Entain Plc announced that they will report first half, 2026 results on Aug 13, 2026
お知らせ • Dec 12+ 1 more updateEntain PLC Announces CFO ChangesEntain PLC announced that, after 13 years with the Group, Rob Wood is to step down as Group Chief Financial Officer in 2026. The Board announced the appointment of Michael Snape to succeed Rob as Group CFO with effect from March 6, 2026. Michael will join the Group as CFO Designate in February 2026. Rob will step down as an Executive Director of the Board on March 6, 2026 and will remain with Entain until June 2026 to ensure an orderly transition of responsibilities. Rob has made a significant contribution to Entain over his 13 year tenure and has been central to the Group's growth and strategic transformation. He has been a valued member of the management team, and has played a key role in shaping the business into a globally scaled operator with podium positions in attractive regulated markets. Michael brings over two decades of experience in senior finance and leadership roles, with a proven track record of delivering financial, commercial and operational excellence across large, international companies operating in complex industries. He joins from global logistics company International Distribution Services (IDS) where he is currently Group CFO and recently led its de-listing and sale. Prior to IDS, Michael spent five years at Walgreens Boots Alliance as CFO of Boots, No7 Beauty & International. During his earlier career he worked for Tesco plc as International CFO, Waitrose; part of the John Lewis Partnership, and J Sainsburys plc.
お知らせ • Dec 11Entain Plc to Report Fiscal Year 2025 Results on Mar 05, 2026Entain Plc announced that they will report fiscal year 2025 results on Mar 05, 2026
Declared Dividend • Aug 14First half dividend of UK£0.098 announcedShareholders will receive a dividend of UK£0.098. Ex-date: 21st August 2025 Payment date: 29th September 2025 Dividend yield will be 2.0%, which is about the same as the industry average. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (48% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.
Reported Earnings • Aug 13First half 2025 earnings released: UK£0.15 loss per share (vs UK£0.003 loss in 1H 2024)First half 2025 results: UK£0.15 loss per share (further deteriorated from UK£0.003 loss in 1H 2024). Revenue: UK£2.60b (up 3.0% from 1H 2024). Net loss: UK£98.3m (loss widened UK£96.4m from 1H 2024). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 13+ 1 more updateEntain plc Announces Interim Dividend for the 2025, Payable on September 29, 2025Entain Plc announced an interim dividend of 9.8 pence (2024: 9.3 pence) per share has been declared. The dividend will be paid on 29 September 2025 to shareholders on the register on 22 August 2025.
Buy Or Sell Opportunity • Aug 01Now 25% undervaluedOver the last 90 days, the stock has risen 43% to €11.04. The fair value is estimated to be €14.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Meanwhile, the company became loss making.
Board Change • Jun 06High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Edmond Mesrobian was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
New Risk • Apr 29New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Austrian stocks, typically moving 8.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.3% average weekly change). Minor Risk Paying a dividend despite being loss-making.
お知らせ • Apr 29+ 1 more updateEntain plc Reiterates Earnings Guidance for the Fiscal Year 2025Entain Plc reiterates earnings guidance for the fiscal year 2025. For the period, the company reiterates its expectation for Online NGR growth of mid-single-digit percent in 2025 on a constant currency basis.
お知らせ • Mar 24Entain Plc, Annual General Meeting, Apr 23, 2025Entain Plc, Annual General Meeting, Apr 23, 2025. Location: the offices of addleshaw goddard llp, milton gate, 60 chiswell street, ec1y 4ag, london United Kingdom
お知らせ • Mar 22Entain plc Announces Ronald Kramer, Non-Executive Director, Steps Down from the Board on 23 April 2025Entain Plc announced Ronald Kramer, Non-Executive Director of the Company, has informed the Company that he will not be standing for re-election at the 2025 AGM, and therefore, will be stepping down from the Board on 23 April 2025.
Buy Or Sell Opportunity • Mar 21Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.5% to €7.79. The fair value is estimated to be €9.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Meanwhile, the company became loss making.
New Risk • Mar 17New major risk - Revenue and earnings growthEarnings have declined by 47% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 have declined by 47% per year over the past 5 years. Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (7.6% average weekly change).
Declared Dividend • Mar 09Final dividend of UK£0.093 announcedShareholders will receive a dividend of UK£0.093. Ex-date: 13th March 2025 Payment date: 25th April 2025 Dividend yield will be 2.3%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (42% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.
Reported Earnings • Mar 06Full year 2024 earnings released: UK£0.71 loss per share (vs UK£1.41 loss in FY 2023)Full year 2024 results: UK£0.71 loss per share (improved from UK£1.41 loss in FY 2023). Revenue: UK£5.09b (up 6.7% from FY 2023). Net loss: UK£452.7m (loss narrowed 48% from FY 2023). Revenue is forecast to grow 4.2% p.a. on average during the next 2 years, compared to a 7.0% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 06Entain plc Proposes Second Interim Dividend for the Year 2024, Payable on 25 April 2025Entain Plc has proposed a total dividend for 2024 of £119 million, (18.6 pence per share), paid to shareholders in equal instalments with first half and Fiscal Year results. As such a second interim dividend of £60 million (9.3 pence per share), is expected to be paid on 25 April 2025 to shareholders on register on 14 March 2025.
お知らせ • Feb 14Entain Plc Announces Board and Committee ChangesEntain plc announced the appointment of David Satz as the Senior Independent Director with immediate effect. David has been a Non-Executive Director of the Company since 22 October 2020. He is the Chair of the Sustainability & Compliance Committee and a member of the Audit Committee. Interim Chair, Pierre Bouchut is appointed Chair of both the Capital Allocation and People & Governance committees. Pierre has also stepped down from the Audit Committee. Helen Ashton is appointed as a member of the Capital Allocation Committee. As Interim Chief Executive Officer, Stella David has stepped down from the Capital Allocation, People & Governance and Sustainability & Compliance committees. Following these changes membership of the Board Committees is: Audit Committee: Helen Ashton (Chair); David Satz; Rahul Welde. Capital Allocation Committee: Pierre Bouchut (Chair); Helen Ashton; Ricky Sandler. People & Governance Committee: Pierre Bouchut (Chair); Amanda Brown; Virginia McDowell; Ricky Sandler; Rahul Welde. Remuneration Committee: Amanda Brown (Chair); Helen Ashton; Virginia McDowell; Rahul Welde. Sustainability & Compliance Committee: David Satz (Chair); Virginia McDowell.
New Risk • Feb 11New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Austrian stocks, typically moving 6.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (6.7% average weekly change). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Cash payout ratio: 121%
お知らせ • Feb 11+ 2 more updatesEntain Plc to Report First Half, 2025 Results on Aug 12, 2025Entain Plc announced that they will report first half, 2025 results on Aug 12, 2025
お知らせ • Jan 07Entain Plc to Report Fiscal Year 2024 Results on Mar 06, 2025Entain Plc announced that they will report fiscal year 2024 results on Mar 06, 2025
お知らせ • Dec 13Entain plc Announces Helen Ashton Joins Remuneration CommitteeEntain plc announced that Helen Ashton, an independent non-executive director of the Company, has joined the Remuneration Committee effective 12 December 2024. Following this change, membership of Remuneration Committee is: Amanda Brown (Chair), Helen Ashton, Virginia McDowell and Rahul Welde. Capital Allocation Committee: Stella David (Chair); Pierre Bouchut and Ricky Sandler. People & Governance Committee: Stella David (Chair); Amanda Brown; Virginia McDowell; Ricky Sandler and Rahul Welde. Remuneration Committee: Amanda Brown (Chair); Helen Ashton; Virginia McDowell and Rahul Welde. Sustainability & Compliance Committee: David Satz (Chair); Stella David and Virginia McDowell.
New Risk • Nov 01New major risk - Revenue and earnings growthEarnings have declined by 37% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Cash payout ratio: 121% Earnings have declined by 37% per year over the past 5 years.
お知らせ • Sep 30Entain plc Announces Chair and Board Committee ChangesEntain Plc announced that, as previously announced on 4 April 2024 and 22 July 2024, Stella David will succeed Barry Gibson as Chair of the Board. Stella is also appointed as Chair of the People & Governance and Capital Allocation Committees, and a member of the Sustainability & Compliance Committee with immediate effect. Helen Ashton is appointed as Chair of the Audit Committee, succeeding Pierre Bouchut who continues as a member of this Committee. The Entain Board consists of: Stella David, Chair of the Board; Gavin Isaacs, Chief Executive Officer; Rob Wood, Chief Financial Officer and Deputy CEO; Pierre Bouchut, Senior Independent Director; Helen Ashton, Independent Non-Executive Director; Amanda Brown, Independent Non-Executive Director; Ronald J Kramer, Independent Non-Executive Director; Virginia McDowell, Independent Non-Executive Director; Ricky Sandler, Non-Executive Director; David Satz, Independent Non-Executive Director; Rahul Welde, Independent Non-Executive Director. Following these changes membership of the Board Committees is: Audit Committee: Helen Ashton (Chair); Pierre Bouchut; David Satz; Rahul Welde. Capital Allocation Committee: Stella David (Chair); Pierre Bouchut; Ricky Sandler. People & Governance Committee: Stella David (Chair); Amanda Brown; Virginia McDowell; Ricky Sandler; Rahul Welde. Sustainability & Compliance Committee: David Satz (Chair); Stella David; Virginia McDowell. Remuneration Committee: Amanda Brown (Chair); Virginia McDowell; Rahul Welde.
Recent Insider Transactions • Sep 18Non-Executive Director recently bought €1.2m worth of stockOn the 13th of September, Stella David bought around 137k shares on-market at roughly €8.64 per share. This transaction amounted to 50% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €8.0m more in shares than they have sold in the last 12 months.
Reported Earnings • Aug 11First half 2024 earnings released: UK£0.068 loss per share (vs UK£0.84 loss in 1H 2023)First half 2024 results: UK£0.068 loss per share (improved from UK£0.84 loss in 1H 2023). Revenue: UK£2.52b (up 6.0% from 1H 2023). Net loss: UK£43.2m (loss narrowed 91% from 1H 2023). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.
Declared Dividend • Aug 11First half dividend of UK£0.093 announcedShareholders will receive a dividend of UK£0.093. Ex-date: 15th August 2024 Payment date: 20th September 2024 Dividend yield will be 3.0%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. The dividend is also not covered by cash flows (121% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.
お知らせ • Aug 08Entain plc Proposes Interim Dividend First Half of 2024, Payable in September 2024Entain Plc has proposed an interim dividend of c £60m (9.3 pence per share), a 5% year on year increase per share. The interim dividend in respect of the H1 2024 results is expected to be paid in September 2024 to shareholders on register on 16 August 2024.
Buy Or Sell Opportunity • Aug 02Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 31% to €6.40. The fair value is estimated to be €8.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10.0% over the last 3 years. Meanwhile, the company became loss making.
Board Change • Aug 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Helen Ashton was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 22Entain plc Appoints Gavin Isaacs as Chief Executive Officer, Effective 2 September 2024Entain plc announced that Gavin Isaacs has been appointed as Chief Executive Officer, effective from 2 September 2024. Gavinhas over 25 years of experience across the global sports betting, gaming and lottery industries. His broad leadership experience has been built through previous roles within companies including Scientific Games Corporation, DraftKings Inc, SB Tech, Bally Technologies Inc, and Aristocrat Technologies. In 2022, Gavin was inducted into the American Gaming Association's Hall of Fame, reflecting his extensive industry expertise leading and building a wide range of businesses. Gavin is currently a Non-Executive Director of Games Global Limited, an iGaming content supplier incorporated in the Isle of Man, having previously served as Chairman for two years. He has over 25 years of experience across the global sports betting, igaming, gaming and lottery industries. In 2022, he was inducted into the American Gaming Association's Hall of Fame, reflecting his extensive industry expertise built by leading and building a wide range of public and private businesses, from established multi-billion-dollar global companies to innovative start-ups. Gavin was previously Chair of SB Tech prior to its sale to DraftKings Inc. in 2020 and has held a number of Board or C-suite roles for companies including Scientific Games Corporation, DraftKings Inc, SHFL Entertainment, Bally Technologies Inc, and Aristocrat Technologies. He started his career practicing as a solicitor with large corporate law firms in his native Australia. Gavin holds a Bachelor of Commerce, Accounting and Financial Systems and a Bachelor of Laws from the University of New South Wales, Australia as well as a Master of Laws from the University of Sydney, Australia.
お知らせ • Jul 08Entain plc Announces Appointment of Helen Ashton as Independent Non-Executive Director and Member of the Audit CommitteeEntain Plc announced the appointment of Helen Ashton as an Independent Non-Executive Director with immediate effect. Helenhas over 30 years of experience of working in public and private equity backed businesses and is a qualified Chartered Management Accountant. As former CFO of ASOS plc, as well as executive level roles in ASDA, Barclays and Lloyds Banking Group, Helen brings broad global business and financial services experience with extensive knowledge of high growth digital and retail businesses. Helen is currently a Non-Executive Director and Chair of the Audit & Risk Committee of JD Sports Fashion plc. On appointment, Helen will also become a member of the Audit Committee.
Recent Insider Transactions • Jun 09Interim CEO & Non-Executive Director recently bought €1.2m worth of stockOn the 3rd of June, Stella David bought around 145k shares on-market at roughly €8.08 per share. This transaction amounted to 47% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €1.7m. Stella has been a buyer over the last 12 months, purchasing a net total of €4.0m worth in shares.
お知らせ • Apr 27Entain Plc Announces Board Committee ChangesEntain Plc announced the following board committee composition changes with immediate effect: Amanda Brown is appointed as Chair of the Remuneration Committee and a member of the People and Governance Committee, David Satz is appointed as Chair of the Sustainability and Compliance Committee and Virgina McDowell will continue as a member of the Remuneration Committee and the Sustainability and Compliance Committee.
お知らせ • Apr 04Entain plc Announces Board ChangesEntain plc announced that Barry Gibson has given notice that he wishes to retire from his role as Chair and from the Board. Barry will step down by the end of September 2024, and potentially earlier depending on the timing of the appointment of a permanent CEO. The search for a permanent CEO is ongoing and is progressing well. A process to identify his replacement has been part of the Board's ongoing succession planning, and it announced that Stella David will become Chair on Barry's retirement. Stella was a non-executive director and Senior Independent Director from 4 March 2021 and became interim CEO of Entain in December 2023. Barry was appointed to the Board of Entain in November 2019 and became Chair in February 2020. During his time as Chair, Barry has played an integral role in the transformation from GVC to Entain, which has included a significant improvement in the quality of the Group's operations, revenues, governance processes, and procedures. He has also overseen the renewal of the Board, the Group's focus on operating only in regulated or regulating markets, and the resolution of the HMRC investigation into the Group's legacy Turkish facing operations. During his tenure, the Group has grown its EBITDA by over 50% to approximately £1bn in 2023, and its US joint venture, BetMGM, has gone from a start-up to being a $2 billion revenue business with a strong market position and outstanding growth prospects. Further information about Stella David: Stella has been interim CEO of Entain since December 2023 and was previously a non-executive director and Senior Independent Director from 4 March 2021. She is a non-executive director of Norwegian Cruise Line Holdings Ltd. where she is also chair of the Nominating and Governance Committee, and is a non-executive director of the privately-owned Bacardi Ltd. She was previously CEO of William Grant & Sons, following more than 15 years with Bacardi Ltd. She was chair of C&J Clark Ltd. (having previously acted as interim chief executive officer), chair of Vue International, non-executive director and senior independent director of HomeServe plc, non-executive director and remuneration committee chair at the Nationwide Building Society, and non-executive director of Domino's Pizza Group plc.
お知らせ • Mar 15Entain Reportedly Examines Possible Sale of Overseas Gambling BrandsEntain Plc (LSE:ENT) has hired advisers to oversee the possible sale of several of its overseas brands, as one of Britain’s largest gambling companies considers unwinding a multibillion-pound acquisition spree that hurt its share price. The Ladbrokes owner is reviewing the future of businesses, including a number snapped up by former chief executive Jette Nygaard-Andersen, and this month hired Wall Street boutique advisory Moelis, according to people familiar with the matter. Moelis is advising Entain’s board and the group’s recently formed capital allocation committee, and any disposals will be of brands that are not integrated into the company’s technology platform, which makes them easier to sell, the people said. Among those that could be sold are Netherlands-based BetEnt B.V. (BetCity), which Entain bought for £398 million last year, the people added. A local offshoot of Ladbrokes Digital Australia Pty Ltd. in Australia, Sweden-based Enlabs AB (publ) and Georgia-based Mars LLC (CrystalBet), are other brands not integrated into Entain’s main tech platform and under review. The disposal of overseas brands would allow Entain’s management to focus on revitalising operations in its core markets, such as the UK and Germany, where it has been losing market share. It would also allow the FTSE 100 group to invest more in BetMGM, its joint venture with casino group MGM Resorts International in the US, its fastest-growing market. Brands that did not use Entain’s in-house technology platform accounted for about a third of net gaming revenues in the first half of last year, according to company figures. Croatia-based SuperSport, acquired for £599 million in 2022, and Poland’s STS Holdings, which came with a price tag of £750 million last year, are also not on Entain’s main tech platform. But last week Entain’s interim chief executive Stella David highlighted the strong performance of Entain CEE, through which the group owns SuperSport and STS.
Recent Insider Transactions • Mar 13Interim CEO & Non-Executive Director recently bought €1.7m worth of stockOn the 11th of March, Stella David bought around 195k shares on-market at roughly €8.56 per share. This transaction increased Stella's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Stella has been a buyer over the last 12 months, purchasing a net total of €2.8m worth in shares.
お知らせ • Mar 12Entain plc Appoints Ronald J. Kramer as an Independent Non-Executive DirectorEntain plc announced the appointment of Ronald J. Kramer as an Independent Non-Executive Director with immediate effect. The Board has determined that Ronald J. Kramer is independent. Ron brings extensive corporate finance, real estate and gaming industry experiences gained over a 40-year career. Heis currently the Chairman and CEO of Griffon Corporation, and serves on the Board of Douglas Elliman Inc. Ron was previously the President and Director of Wynn Resorts Limited between 2002 and 2008. He received a Bachelor of Science from Wharton School of the University of Pennsylvania in 1980 and an MBA from New York University in 1981.
Declared Dividend • Mar 10Final dividend of UK£0.089 announcedShareholders will receive a dividend of UK£0.089. Ex-date: 14th March 2024 Payment date: 26th April 2024 Dividend yield will be 2.2%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (61% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.
お知らせ • Mar 08Entain Plc Proposes Second Interim Dividend for the Year Ended 31 December 2023, Payable on 26 April 2024Entain Plc announced that a second interim dividend of 8.9 pence (2022: 8.5 pence) per share, amounting to £56.9 million (2022: £50.0 million) in respect of the year ended 31 December 2023, was proposed by the Directors on 7 March 2024. As such, a second interim dividend is expected to be paid on 26 April 2024 to shareholders on register on 15 March 2024.
Reported Earnings • Mar 08Full year 2023 earnings released: UK£1.41 loss per share (vs UK£0.064 profit in FY 2022)Full year 2023 results: UK£1.41 loss per share (down from UK£0.064 profit in FY 2022). Revenue: UK£4.77b (up 11% from FY 2022). Net loss: UK£870.8m (down UK£908.4m from profit in FY 2022). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 07+ 1 more updateEntain Plc, Annual General Meeting, Apr 24, 2024Entain Plc, Annual General Meeting, Apr 24, 2024.
お知らせ • Feb 02Entain plc Announces Board ChangesEntain plc announced the formation of its Capital Allocation Committee to provide additional oversight over its portfolio of assets, capital allocation and capital structure. Barry Gibson will chair the new Committee with Pierre Bouchut and Ricky Sandler being appointed as members.
お知らせ • Jan 06Entain Plc to Report Fiscal Year 2023 Results on Mar 07, 2024Entain Plc announced that they will report fiscal year 2023 results on Mar 07, 2024
Buying Opportunity • Dec 24Now 21% undervaluedOver the last 90 days, the stock is up 6.7%. The fair value is estimated to be €14.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 5.9% in a year. Earnings is forecast to grow by 71% in the next year.
お知らせ • Dec 16Entain Plc Announces Board and Committee ChangesEntain Plc announced that following appointments with immediate effect further to the announcement that Stella David has been appointed as Interim Chief Executive Officer: Pierre Bouchut is appointed as Senior Independent Director. Virginia McDowell is appointed as Chair of the Remuneration Committee. Barry Gibson is appointed as Chair of the People and Governance Committee. Rahul Welde is appointed as a member of the People and Governance Committee. The Entain Board consists of: J M Barry Gibson, Chairman of the Board; Stella David, Interim Chief Executive Officer; Rob Wood, Chief Financial Officer and Deputy CEO; Pierre Bouchet, Senior Independent Director; Virginia McDowell, Independent Non-Executive Director; David Satz, Independent Non-Executive Director; Rahul Welde, Independent Non-Executive Director and Amanda Brown, Independent Non-Executive Director. Following these changes membership of the Board Committees is: Audit Committee: Pierre Bouchut (Chair), David Satz and Rahul Welde. People & Governance Committee: Barry Gibson (Chair), Virginia McDowell and Rahul Welde. Sustainability & Compliance Committee: Virginia McDowell (Chair), Barry Gibson and David Satz. Remuneration Committee: Virginia McDowell (Chair), Rahul Welde and Amanda Brown.
お知らせ • Dec 14Corvex Management LP completed the acquisition of approximately 4.4% stake in Entain Plc (LSE:ENT).Corvex Management LP acquired approximately 4.4% stake in Entain Plc (LSE:ENT) on December 14, 2023. Corvex Management LP completed the acquisition of approximately 4.4% stake in Entain Plc (LSE:ENT) on December 14, 2023.
お知らせ • Dec 13Entain Plc Announces Chief Executive Officer ChangesEntain Plc announced that on December 13, 2023, Jette Nygaard-Andersen, Chief Executive Officer, has informed the Board that she wishes to stand down from the Group with immediate effect. The Board has asked Stella David, currently a non-executive director, to become Chief Executive Officer on an interim basis. Stella will start this week and will remain in the role until a permanent replacement has been found.
Recent Insider Transactions • Nov 10Insider recently bought €1.2m worth of stockOn the 7th of November, Barry Gibson bought around 109k shares on-market at roughly €10.70 per share. This transaction increased Barry Gibson's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €3.3m more in shares than they have sold in the last 12 months.
お知らせ • Nov 03Entain plc Provides Revenue Guidance for the Year 2023Entain Plc announced that the company is on track for FY2023 Net Gaming Revenue at the upper end of $1.8 billion -$2.0 billion guidance.
Buying Opportunity • Nov 03Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 38%. The fair value is estimated to be €13.10, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Meanwhile, the company became loss making.
Board Change • Nov 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Senior Independent Non-Executive Director Stella David was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 31Entain plc Appoints Amanda Brown as an Independent Non-Executive DirectorEntain plc announced the appointment of Amanda Brown as an independent Non-Executive Director. The appointment will take effect from 8 November 2023. Amanda was most recently Chief Human Resources Officer at Hiscox plc where she was a member of the senior leadership team prior to stepping down in 2022. Amanda is currently a Non-Executive Director and Remuneration Committee Chair of Mitchells & Butlers plc and a Non-Executive Director and Chair Designate of the Remuneration Committee at the Manchester Airport Group. She has previously been a Non-Executive Director and Remuneration Committee Chair at Micro Focus International PLC. She has a degree in English from Reading University. On appointment, Amanda will also become a member of the Remuneration Committee.
お知らせ • Sep 25Entain plc Provides Revenue Guidance for the Third Quarter and Fiscal Year 2023Entain Plc provided revenue guidance for the third quarter and fiscal year 2023. For the quarter, the company NGR growth is now expected to be up high single-digit percent, and down high single digit percent on a proforma basis. For the year, the company expected NGR to be up low double-digit percent with proforma NGR down low single digit percent, NGR at the upper end of $1.8-$2.0 billion.
Buying Opportunity • Sep 23Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be €15.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Meanwhile, the company became loss making.
Buying Opportunity • Aug 13Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 9.6%. The fair value is estimated to be €19.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Aug 10First half 2023 earnings released: UK£0.84 loss per share (vs UK£0.051 profit in 1H 2022)First half 2023 results: UK£0.84 loss per share (down from UK£0.051 profit in 1H 2022). Revenue: UK£2.38b (up 14% from 1H 2022). Net loss: UK£497.4m (down UK£527.5m from profit in 1H 2022). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
お知らせ • Jul 27Entain plc Provides Earnings Guidance for the Full Year 2023Entain Plc provided earnings guidance for the full year 2023. For the year, the company expected net revenue from operations of $944 million, on track to deliver at the upper end of previous guidance range for Fiscal Year 2023 revenue of $1.8 to $2.0 billion.
お知らせ • Jul 18Entain Plc (LSE:ENT) agreed to acquire Angstrom Sports for approximately £200 million.Entain Plc (LSE:ENT) agreed to acquire Angstrom Sports for approximately £200 million on July 17, 2023. The consideration will be paid £81 million initially plus contingent payments totaling a maximum of £122 million, payable over three years. The transaction is expected to complete during Q3 2023. Nick Jones, ter Clements, Aled Batey and Chris Mort of Freshfields Bruckhaus Deringer LLP acted as legal advisor to Entain Plc.
New Risk • Jun 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 8.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (76% net debt to equity). Share price has been volatile over the past 3 months (5.1% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.9% net profit margin). Shareholders have been diluted in the past year (8.3% increase in shares outstanding).
お知らせ • Jun 17Eminence Capital Sends Open Letter to Entain Board of Directors Following Value Destructive Equity OfferingOn June 16, 2023, Eminence Capital, LP announced that it has issued an open letter to Entain Board of Directors following the Company's recently announced proposed acquisition of STS Holdings and concurrent equity offering. Eminence Capital stated that it was disappointed to learn that the Company has decided to fund the recently announced purchase of STS Holdings by issuing shares representing approximately 8% of its market cap. The Company stated that while it can support the Company pursuing seemingly rational acquisitions, funding them with highly undervalued equity is an empire building, shareholder value destroying strategy. Further, that the the Company Board has previously rejected multiple takeover approaches at materially higher prices on the grounds that those offers undervalued the Company, but then turn around and issue equity at depressed prices for an asset that is at best a ‘nice to have’ is illogical. Moreover, while calling this deal ‘accretive’ on an EPS basis may be technically correct, it demonstrates that management either doesn't understand finance or, worse, that they believe the Company's shareholders are naive. In addition, Eminence Capital expressed that issuing the Company stock at ~7x EBITDA (excluding the value of the BetMGM JV) to buy an asset at ~12x EBITDA is value destructive to shareholders, even with incredible synergies.
お知らせ • Jun 15Entain Plc has completed a Follow-on Equity Offering in the amount of £600.000002 million.Entain Plc has completed a Follow-on Equity Offering in the amount of £600.000002 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 48,294,478 Price\Range: £12.3 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 486,010 Price\Range: £12.3 Transaction Features: Regulation S; Subsequent Direct Listing
お知らせ • Jun 14Entain Plc (LSE : ENT) made a tender offer to acquire STS Holding S.A. (WSE:STH) for PLN 3.9 billion.Entain Plc (LSE : ENT) made a tender offer to acquire STS Holding S.A. (WSE:STH) for PLN 3.9 billion on June 13, 2023. Under the terms, Offer will be priced at PLN 24.80 per share in cash will be paid. Entain's cash component of the consideration will be funded through a non-pre-emptive equity placing of new ordinary shares conducted through an accelerated bookbuild launched today, and via a separate offer to retail investors via the Primary Bid platform. Laurence Hopkins of Morgan Stanley & Co. International plc acted as financial advisor and Ed Peel of Merrill Lynch International ("BofA Securities") acted as to Entain Plc. Clifford Chance LLP and Freshfields Bruckhaus Deringer LLP are acting as legal advisers and Ernst & Young LLP providing tax and structuring advice. to Entain Plc. Oakvale Capital LLP and White & Case LLP are acting as sole financial and legal advisers to STS and the Juroszek Foundations as part of the transaction.
お知らせ • Jun 10Entain Plc (LSE:ENT) completed the acquisition of Tiidal Gaming NZ Limited from Tiidal Gaming Group Corp. (CNSX:TIDL).Entain Plc (LSE:ENT) entered into a share sale and purchase agreement to acquire Tiidal Gaming NZ Limited from Tiidal Gaming Group Corp. (CNSX:TIDL) for NZD 13.3 million on March 13, 2023.The Purchase Agreement includes payment of a NZD 0.5 million termination fee that is payable by Tiidal Holdings to Entain in the case of certain terminating events. Transaction was already approved by Tiidal Gaming Group Corp. board of directors and is subject to approval from Tiidal Gaming Group Corp shareholders. BDO Canada LLP acted as Financial and fairness opinion advisor to the board of directors of Tiidal Gaming Group Corp. As on April 26, 2023, Tiidal Gaming Group has received the approval of its shareholders at its annual and special meeting of shareholders held, among other things, the sale of the outstanding shares of the Company’s operating subsidiary. The completion of the Transaction remains subject to the satisfaction or waiver of certain closing conditions customary for transactions of this nature. Assuming the satisfaction or waiver of these conditions, the Transaction is expected to be completed in or about May 2023. Entain Plc (LSE:ENT) completed the acquisition of Tiidal Gaming NZ Limited from Tiidal Gaming Group Corp. (CNSX:TIDL) on June 9, 2023.
お知らせ • May 23TAB NZ Partnership Receives Government ApprovalEntain plc announced that its strategic partnership with TAB New Zealand has received approval from the New Zealand Minister for Racing. As announced on 28 March 2023, the 25-year strategic partnership terms include a total consideration payable by Entain and an ongoing gross profit share arrangement. Subject to conditions of completion, the strategic partnership is expected to commence on 1 June 2023.
お知らせ • May 17Entain plc Announces Stepping Down of Robert Hoskin as Chief Governance Officer, Effective June 30Entain plc announced that, after 18 years with the Group, Robert Hoskin is stepping down as Chief Governance Officer. He will leave the Board on June 30 and remain in role with the Group until 31 August 2023. Robert has been with the Group since 2005, originally serving as Company Secretary and Group Director of Legal, Regulatory and Secretariat, before being promoted to his current role in October 2020, and joining the Board in 2021. The Group has taken the decision to restructure certain responsibilities, in particular Regulatory Affairs given the strategic importance of regulation and focus exclusively on regulated or regulating markets. As a consequence of his stepping down, Robert's other responsibilities will be taken on by Simon Zinger, who is currently Entain's General Counsel.
Reported Earnings • Mar 10Full year 2022 earnings released: EPS: UK£0.064 (vs UK£0.45 in FY 2021)Full year 2022 results: EPS: UK£0.064 (down from UK£0.45 in FY 2021). Revenue: UK£4.30b (up 12% from FY 2021). Net income: UK£37.6m (down 86% from FY 2021). Profit margin: 0.9% (down from 6.9% in FY 2021). Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 18Entain plc Announces Resignation of DirectorsEntain Plc announced that Mark Gregory and Vicky Jarman have given notice of their decision to step down from the company Board with effect from 17 February 2023.
Valuation Update With 7 Day Price Move • Feb 14Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €14.70, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 18x in the Hospitality industry in Europe. Total returns to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €10.82 per share.
お知らせ • Feb 01Entain Plc to Report First Half, 2023 Results on Aug 10, 2023Entain Plc announced that they will report first half, 2023 results on Aug 10, 2023
お知らせ • Jan 13Entain Plc (LSE:ENT) completed the acquisition of BetEnt B.V. from Sports Entertainment Media B.V.Entain Plc (LSE : ENT) entered into an agreement to acquire BetEnt B.V. from Sports Entertainment Media B.V. for €850 million on June 14, 2022. The consideration for an initial of €300 million is payable in cash at completion and deferred contingent consideration of up to €550 million to be paid in early 2023 based on the actual performance of BetCity in the financial year 2022. The initial consideration will be funded from existing cash resources and drawings on the Group’s revolving credit facility. As of December 31, 2021, BetCity had gross assets of approximately €20.7 million. The acquisition is expected to complete during H2 2022. Proskauer Rose LLP and Bureau Brandeis B.V acted as legal advisor to BetEnt. Hvk Stevens Rotterdam B.V. and KPMG International Cooperative acted as accountant to BetEnt. Partis capital acted as advisor to BetEnt. Fogarty, Melissa; Hirst, Elliot; Horowitz, Stephanie; Traas, Robin; Heuvel, Sabine Van Den; Blankestijn, Sanne; Tempelman, Jaap; Wijdeveld, Sophie; Stegeman, Laura; Anemaet, Lauresse; Borsjé, Pascal; Mamczarz, Iga; Hattum, Bart Van of Clifford Chance LLP acted as legal advisors to Entain Plc in the transaction. Entain Plc (LSE:ENT) completed the acquisition of BetEnt B.V. from Sports Entertainment Media B.V. on January 12, 2023.
お知らせ • Jan 10Entain Plc to Report Fiscal Year 2022 Results on Mar 09, 2023Entain Plc announced that they will report fiscal year 2022 results on Mar 09, 2023
お知らせ • Nov 23Entain Plc (LSE:ENT) completed the acquisition of 75% stake in Super Sport kladionica, drustvo s ogranicenom odgovornoscu from EMMA CAPITAL Ltd.Entain Plc (LSE:ENT) agreed to acquire a 75% stake in Super Sport kladionica, drustvo s ogranicenom odgovornoscu from EMMA CAPITAL Ltd. for €690 million on August 11, 2022. Under the terms, Entain will pay €600 million in cash at completion and a further contingent payment of €90 million to EMMA in early 2023 based on SuperSport’s EBITDA for the financial year ending 2022. The transaction will be financed through a €700 million bridge loan from Deutsche Bank, Lloyds, Mediobanca, NatWest, and Santander. The New Loan was upsized from approximately €784 million to approximately €1016 million following strong demand from global credit investors. Radim Haluza will remain the Chief Executive Officer of Super Sport. The deal is conditional upon regulatory approvals. The transaction is expected to complete in Q4 2022. Laurence Hopkins, Tom Perry and Richard Brown of Morgan Stanley & Co. International plc acted as financial advisor to Entain. Petr Zákoucký, Rob Irving, Alex Tostevin ,Nik Colbridge, Josef Hainz, Sona Taghiyeva of Dentons Europe Cs Llp, Organizacni Slozka acted as legal advisor to EMMA CAPITAL Ltd. Entain Plc (LSE:ENT) completed the acquisition of 75% stake in Super Sport kladionica, drustvo s ogranicenom odgovornoscu from EMMA CAPITAL Ltd. on November 23, 2022.
Board Change • Nov 16High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Rahul Welde was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Aug 18Entain Plc Issues Statement Regarding Regulatory SettlementEntain Plc confirmed that it has agreed a regulatory settlement with the British Gambling Commission (the "Commission") in respect of alleged historical licensing breaches. The regulatory settlement amounts to £14m in respect of Entain's digital business, and £3 million in respect of its retail business. Entain has entered into the regulatory settlement with the Commission in order to bring the matter to a close and avoid further costly and protracted legal proceedings. Entain accepts that certain legacy systems and processes supporting the operations of its British business during 2019 and 2020 were not in line with the evolving regulatory expectations of the Commission in respect to aspects of social responsibility and anti-money laundering safeguards. However, the Group also notes the Commission's statement that it found no evidence whatsoever of criminal spend within Entain's operations. The issues raised by the Commission relate to the period between December 2019 and October 2020, which predates the many changes in the area of safer gambling and AML that Entain has introduced. For instance, in 2021 Entain launched its Advanced Responsibility and Care™ programme which, using revolutionary AI technology, operates in real-time and is individually tailored for each customer. The initial trials of ARC™ in the UK have shown a risk assessment accuracy of over 80%, a 120% uplift in the use of safer gambling tools by those most at risk, and a 30% overall reduction in customers increasing their risk levels. Furthermore, in May of this year Entain was awarded the Advanced Safer Gambling Standard by GamCare, having evidenced the highest standards of player protection and social responsibility for its online and land-based gambling businesses in Great Britain. As part of the settlement, Entain has also agreed to appoint a Board sponsor to oversee the implementation of any further improvements identified by the original 2020 compliance assessments and to undertake an independent audit of the relevant policies and procedures at a future date. The £17 million settlement amount was already provided for in the Group's financial statements.
Reported Earnings • Aug 12First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down UK£80.7m from profit in 1H 2021). Profit margin: (down from 4.6% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 6.3%, compared to a 34% growth forecast for the industry in Austria. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 11Entain plc Announces Interim Dividend in Respect of the First Half of 2022, Payable on September 2022Entain Plc announced the interim dividend of £50 million (8.5 pence per share) in respect of the first half of 2022 results announced is expected to be paid in September 2022 to shareholders on register on 19 August 2022.
お知らせ • Jun 21Entain Plc Appoints Rahul Welde as an Independent Non-Executive Director, Effective 1 July 2022Entain plc announced the appointment of Rahul Welde as an independent Non-Executive Director. The appointment will take effect from 1 July 2022. Rahul was most recently Executive Vice President of Global Digital Transformation at Unilever plc where he drove digital strategies for the Unilever brands. He is an Indian national and brings over 30 years' experience in the global fast-moving consumer goods sector. On appointment, Rahul will become a member of the ESG (Environmental, Social and Governance) Committee.
お知らせ • Jun 15Entain Plc (LSE : ENT) entered into an agreement to acquire BetEnt B.V. from Sports Entertainment Media B.V. for €880 million.Entain Plc (LSE : ENT) entered into an agreement to acquire BetEnt B.V. from Sports Entertainment Media B.V. for €880 million on June 14, 2022. The consideration for an initial of €300m is payable in cash at completion and deferred contingent consideration of up to €550m to be paid in early 2023 based on the actual performance of BetCity in the financial year 2022. The initial consideration will be funded from existing cash resources and drawings on the Group’s revolving credit facility. As of December 31, 2021, BetCity had gross assets of approximately €20.7 million. The acquisition is expected to complete during H2 2022. Proskauer Rose LLP and Bureau Brandeis B.V acted as legal advisor to BetEnt. Hvk Stevens Rotterdam B.V. and KPMG International Cooperative acted as accountant to BetEnt. Partis capital acted as advisor to BetEnt.
お知らせ • Jun 02Entain Plc, Annual General Meeting, Jun 24, 2022Entain Plc, Annual General Meeting, Jun 24, 2022, at 09:00 Coordinated Universal Time. Location: The Brewery, 52 Chiswell Street London United Kingdom Agenda: To receive the company's consolidated annual report and audited accounts together with the company's audited accounts for the year ended 31 December 2021, together with the Directors' and Auditor's reports thereon; to approve the Directors' Remuneration Report for the year ended 31 December 2021; to re-appoint KPMG LLP as auditor to the company to hold office until the conclusion of the next general meeting of the company at which accounts are laid before the Shareholders; to authorise the Directors to agree the remuneration of the auditor; to re-elect David Satz as a Director; to re-elect Robert Hoskin as a Director; to re-elect Stella David as a Director; to re-elect Vicky Jarman as a Director; to re-elect Mark Gregory as a Director; to re-elect Rob Wood as a Director; to re-elect Jette Nygaard-Andersen as a Director; to re-elect J M Barry Gibson as a Director; to re-elect Pierre Bouchut as a Director; and to re-elect Virginia McDowell as a Director.
Board Change • Apr 27High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Senior Independent Non-Executive Director Stella David was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Mar 11Independent Non-Executive Director recently bought €133k worth of stockOn the 7th of March, David Satz bought around 8k shares on-market at roughly €17.67 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €686k more in shares than they have sold in the last 12 months.
Reported Earnings • Mar 04Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: UK£0.45 (up from UK£0.16 in FY 2020). Revenue: UK£3.83b (up 7.5% from FY 2020). Net income: UK£264.2m (up 187% from FY 2020). Profit margin: 6.9% (up from 2.6% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 12%, compared to a 46% growth forecast for the restaurants industry in Austria. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 16Entain Plc to Report First Half, 2022 Results on Aug 11, 2022Entain Plc announced that they will report first half, 2022 results on Aug 11, 2022
お知らせ • Feb 08Entain Plc (LSE:ENT) acquired Avid Gaming from Middlebrook Investments Limited for approximately £170 million.Entain Plc (LSE:ENT) acquired Avid Gaming from Middlebrook Investments Limited for approximately £170 million on February 7, 2022. The combination is expected to deliver approximately £8.7 million of synergies in 2023, predominantly from technology, content and procurement benefits. This results in a post synergies acquisition multiple for Entain of approximately 7x 2023 EBITDA. The consideration for the acquisition has been paid from existing facilities. Sports Interaction has experienced rapid growth in recent years with gross revenues in 2021 increasing by 40% year on year to approximately £44 million. The business generated EBITDA of approximately £10.4 million and profits before tax of approximately £10.1 million in the year ended 31 December 2021. As at 30 September 2021, it had gross assets of approximately £23.7 million. Will Golby, Avid Gaming's Chief Executive Officer, along with other members of the leadership team, will transition to Entain. Entain Plc (LSE:ENT) completed the acquisition of Avid Gaming from Middlebrook Investments Limited on February 7, 2022.
Board Change • Jan 26High number of new directorsThere are 8 new directors who have joined the board in the last 3 years. Senior Independent Non-Executive Director Stella David was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Nov 10Independent Non-Executive Director recently bought €175k worth of stockOn the 8th of November, Mark Gregory bought around 7k shares on-market at roughly €23.56 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €310k more in shares than they have sold in the last 12 months.
お知らせ • Aug 13Entain Plc (LSE:ENT) agreed to acquire Unikrn, Inc.Entain Plc (LSE:ENT) agreed to acquire Unikrn, Inc. on August 12, 2021. The acquisition is subject to completion which is expected to happen later this year.
