Tamawood（TWD）株式概要タマウッド・リミテッドはその子会社とともに、オーストラリアで住宅建設や住宅設計の請負サービス、その他関連サービスを提供している。 詳細TWD ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長0/6過去の実績4/6財務の健全性6/6配当金3/6報酬当社が推定した公正価値より81.4%で取引されている 過去1年間で収益は28.8%増加しました リスク分析8.21%の配当は利益で十分にカバーされていない 意味のある時価総額がありません ( A$104M )すべてのリスクチェックを見るTWD Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueAU$Current PriceAU$2.6254.1% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0129m2016201920222025202620282031Revenue AU$129.1mEarnings AU$7.9mAdvancedSet Fair ValueView all narrativesTamawood Limited 競合他社Simonds GroupSymbol: ASX:SIOMarket cap: AU$50.4mShriro HoldingsSymbol: ASX:SHMMarket cap: AU$46.4mGlobe InternationalSymbol: ASX:GLBMarket cap: AU$102.0mWatercoSymbol: ASX:WATMarket cap: AU$179.8m価格と性能株価の高値、安値、推移の概要Tamawood過去の株価現在の株価AU$2.6252週高値AU$3.0852週安値AU$2.35ベータ0.251ヶ月の変化-2.96%3ヶ月変化-6.43%1年変化-1.50%3年間の変化24.17%5年間の変化-25.36%IPOからの変化394.34%最新ニュースUpcoming Dividend • May 07Upcoming dividend of AU$0.11 per shareEligible shareholders must have bought the stock before 14 May 2026. Payment date: 05 June 2026. The company is paying out more than 100% of its profits and is paying out 77% of its cash flow. Trailing yield: 7.2%. Within top quartile of Australian dividend payers (6.7%). Higher than average of industry peers (2.9%).分析記事 • Apr 16Here's Why Tamawood (ASX:TWD) Has Caught The Eye Of InvestorsInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Declared Dividend • Apr 13First half dividend of AU$0.11 announcedShareholders will receive a dividend of AU$0.11. Ex-date: 14th May 2026 Payment date: 5th June 2026 Dividend yield will be 7.6%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not covered by earnings (113% earnings payout ratio). However, it is covered by cash flows (77% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 25% to bring the payout ratio under control. However, EPS has declined by 2.6% over the last 5 years so the company would need to reverse this trend.Recent Insider Transactions • Feb 18Executive Chairman recently bought AU$812k worth of stockOn the 17th of February, Lev Mizikovsky bought around 285k shares on-market at roughly AU$2.85 per share. This transaction amounted to 1.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Lev has been a buyer over the last 12 months, purchasing a net total of AU$840k worth in shares.Reported Earnings • Feb 16First half 2026 earnings released: EPS: AU$0.13 (vs AU$0.088 in 1H 2025)First half 2026 results: EPS: AU$0.13 (up from AU$0.088 in 1H 2025). Revenue: AU$66.4m (up 37% from 1H 2025). Net income: AU$4.87m (up 46% from 1H 2025). Profit margin: 7.3% (up from 6.9% in 1H 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Board Change • Jan 05No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 3 non-independent directors. Non-Executive Director Rade Dudurovic was the last director to join the board, commencing their role in 2024. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.最新情報をもっと見るRecent updatesUpcoming Dividend • May 07Upcoming dividend of AU$0.11 per shareEligible shareholders must have bought the stock before 14 May 2026. Payment date: 05 June 2026. The company is paying out more than 100% of its profits and is paying out 77% of its cash flow. Trailing yield: 7.2%. Within top quartile of Australian dividend payers (6.7%). Higher than average of industry peers (2.9%).分析記事 • Apr 16Here's Why Tamawood (ASX:TWD) Has Caught The Eye Of InvestorsInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Declared Dividend • Apr 13First half dividend of AU$0.11 announcedShareholders will receive a dividend of AU$0.11. Ex-date: 14th May 2026 Payment date: 5th June 2026 Dividend yield will be 7.6%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not covered by earnings (113% earnings payout ratio). However, it is covered by cash flows (77% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 25% to bring the payout ratio under control. However, EPS has declined by 2.6% over the last 5 years so the company would need to reverse this trend.Recent Insider Transactions • Feb 18Executive Chairman recently bought AU$812k worth of stockOn the 17th of February, Lev Mizikovsky bought around 285k shares on-market at roughly AU$2.85 per share. This transaction amounted to 1.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Lev has been a buyer over the last 12 months, purchasing a net total of AU$840k worth in shares.Reported Earnings • Feb 16First half 2026 earnings released: EPS: AU$0.13 (vs AU$0.088 in 1H 2025)First half 2026 results: EPS: AU$0.13 (up from AU$0.088 in 1H 2025). Revenue: AU$66.4m (up 37% from 1H 2025). Net income: AU$4.87m (up 46% from 1H 2025). Profit margin: 7.3% (up from 6.9% in 1H 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Board Change • Jan 05No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 3 non-independent directors. Non-Executive Director Rade Dudurovic was the last director to join the board, commencing their role in 2024. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Nov 11Upcoming dividend of AU$0.10 per shareEligible shareholders must have bought the stock before 18 November 2025. Payment date: 10 December 2025. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 7.4%. Within top quartile of Australian dividend payers (5.7%). Higher than average of industry peers (2.5%).Declared Dividend • Oct 19Final dividend of AU$0.10 announcedShareholders will receive a dividend of AU$0.10. Ex-date: 18th November 2025 Payment date: 10th December 2025 Dividend yield will be 8.0%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not covered by earnings (101% earnings payout ratio) nor is it covered by cash flows (251% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 13% to bring the payout ratio under control. However, EPS has declined by 1.6% over the last 5 years so the company would need to reverse this trend.お知らせ • Oct 14Tamawood Limited, Annual General Meeting, Nov 14, 2025Tamawood Limited, Annual General Meeting, Nov 14, 2025. Location: at aicd level 9, riverside centre, 123 eagle st, brisbane city qld 40010 AustraliaReported Earnings • Aug 08Full year 2025 earnings released: EPS: AU$0.15 (vs AU$0.15 in FY 2024)Full year 2025 results: EPS: AU$0.15 (in line with FY 2024). Revenue: AU$101.0m (up 18% from FY 2024). Net income: AU$5.79m (up 4.5% from FY 2024). Profit margin: 5.7% (down from 6.5% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to AU$2.72, the stock trades at a trailing P/E ratio of 18.1x. Average trailing P/E is 19x in the Consumer Durables industry in Australia. Total returns to shareholders of 13% over the past three years.分析記事 • May 19Tamawood Limited's (ASX:TWD) Share Price Not Quite Adding UpIt's not a stretch to say that Tamawood Limited's ( ASX:TWD ) price-to-earnings (or "P/E") ratio of 19x right now seems...Upcoming Dividend • May 08Upcoming dividend of AU$0.11 per shareEligible shareholders must have bought the stock before 15 May 2025. Payment date: 06 June 2025. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 7.1%. Within top quartile of Australian dividend payers (6.3%). Higher than average of industry peers (2.6%).分析記事 • Apr 14Tamawood (ASX:TWD) Will Pay A Dividend Of A$0.11The board of Tamawood Limited ( ASX:TWD ) has announced that it will pay a dividend on the 6th of June, with investors...Declared Dividend • Apr 14First half dividend of AU$0.11 announcedShareholders will receive a dividend of AU$0.11. Ex-date: 15th May 2025 Payment date: 6th June 2025 Dividend yield will be 7.3%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not covered by earnings (131% earnings payout ratio) nor is it covered by cash flows (214% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 46% to bring the payout ratio under control, which is more than the 8.6% EPS growth achieved over the last 5 years.お知らせ • Apr 11Tamawood Limited Declares Interim Fully Franked Dividend, Payable 6 June 2025Tamawood Limited declared an interim fully franked dividend of 11 cents payable 6 June 2025.Reported Earnings • Feb 12First half 2025 earnings released: EPS: AU$0.088 (vs AU$0.09 in 1H 2024)First half 2025 results: EPS: AU$0.088. Revenue: AU$48.4m (up 9.0% from 1H 2024). Net income: AU$3.33m (up 4.5% from 1H 2024). Profit margin: 6.9% (down from 7.2% in 1H 2024). The decrease in margin was driven by higher expenses.お知らせ • Jan 09Tamawood Limited Appoints Mr. Lev Mizikovsky as Executive ChairmanThe Board has resolved to appoint Mr. Lev Mizikovsky as Executive Chairman of Tamawood Limited (TWD), effective January 9, 2024. Mr. Robert Lynch will remain as an independent non-executive director. The Board extends its deepest gratitude to Robert for his exceptional contributions as Chairman and looks forward to his ongoing involvement as a non-executive director. Robert has played a crucial role in guiding TWD through challenges such as the COVID-19 pandemic, addressing issues like inflated supplier pricing due to the Federal Government's stimulus packages, and tackling the shortage of skilled labour resulting from the flawed apprenticeship scheme. Under Robert's leadership, TWD has remained debt-free, profitable, and has consistently paid dividends to its shareholders. Mr. Tim Bartholomaeus will continue to oversee day-to-day operations, with a focus on new product development, geographic expansion, and reducing construction timelines. The Board is taking the opportunity to leverage Lev's 30+ years of experience in software development and his expertise in AI to further automate the company's operations. This will enhance quality assurance (QA) systems, boost sales, and increase capacity to accommodate higher sales volumes. Additionally, as Chairman of Veganic SKN Limited, Lev played a role in the development of the world's first vegan organic mineral sunscreens and extensively used AI to identify the safest ingredients for the company's products.Upcoming Dividend • Nov 11Upcoming dividend of AU$0.09 per shareEligible shareholders must have bought the stock before 18 November 2024. Payment date: 10 December 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 5.9%. Lower than top quartile of Australian dividend payers (6.0%). Higher than average of industry peers (2.3%).Declared Dividend • Oct 13Final dividend of AU$0.09 announcedShareholders will receive a dividend of AU$0.09. Ex-date: 18th November 2024 Payment date: 10th December 2024 Dividend yield will be 7.2%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not covered by earnings (193% earnings payout ratio) nor is it covered by cash flows (139% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 115% to bring the payout ratio under control. However, EPS has remained steady over the last 5 years so the company would need to improve on their historical growth rates.お知らせ • Oct 11Tamawood Limited Declares Final Ordinary Dividend for the Period Ending Ended June 30, 2024, Payable on December 10, 2024The Board of Tamawood Limited announced final Ordinary dividend of AUD 0.09000000. Dividend relates to a period of six months and the dividend/distribution relates to the financial reporting or payment period ending ended June 30, 2024. Record date is November 19, 2024. Ex-date is November 18, 2024 and payment date is December 10, 2024.お知らせ • Sep 13Tamawood Limited, Annual General Meeting, Oct 14, 2024Tamawood Limited, Annual General Meeting, Oct 14, 2024. Location: morgans, level 29, riverside centre, 123 eagle st, brisbane city qld 4001, AustraliaReported Earnings • Aug 23Full year 2024 earnings released: EPS: AU$0.15 (vs AU$0.06 in FY 2023)Full year 2024 results: EPS: AU$0.15 (up from AU$0.06 in FY 2023). Revenue: AU$85.4m (up 10% from FY 2023). Net income: AU$5.54m (up 162% from FY 2023). Profit margin: 6.5% (up from 2.7% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Jul 25Now 24% overvaluedOver the last 90 days, the stock has fallen 3.7% to AU$2.88. The fair value is estimated to be AU$2.32, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.3% over the last 3 years. Earnings per share has declined by 44%.お知らせ • May 31Tamawood Limited Announces Board ChangesTamawood Limited Board announced that one of its Non-executive Directors has resigned, Linda Barr (Chair of Audit Committee). Company thank Linda for her contribution to the Tamawood Board over the past couple of years. The Board is in the process of defining skills required to replace Linda, whilst in this process, the Board has appointed Rade Dudurovic as a Non-executive Director and Chair of the Audit Committee on a temporary basis. Rade has an extensive background in private equity with strong exposure to industrial and branded consumer manufacturing and distribution businesses particularly in the Asian region. He has qualifications in commerce and law and is a CPA as well as Senior Fellow of FINSIA.Upcoming Dividend • May 09Upcoming dividend of AU$0.11 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 07 June 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.2%. Lower than top quartile of Australian dividend payers (6.3%). Higher than average of industry peers (2.4%).Buy Or Sell Opportunity • Apr 26Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to AU$2.99. The fair value is estimated to be AU$2.47, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.3% over the last 3 years. Earnings per share has declined by 44%.分析記事 • Apr 23Some Shareholders Feeling Restless Over Tamawood Limited's (ASX:TWD) P/E RatioWhen close to half the companies in Australia have price-to-earnings ratios (or "P/E's") below 19x, you may consider...Buy Or Sell Opportunity • Apr 23Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 23% to AU$3.05. The fair value is estimated to be AU$2.48, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.3% over the last 3 years. Earnings per share has declined by 44%.Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to AU$2.75, the stock trades at a trailing P/E ratio of 22.5x. Average trailing P/E is 22x in the Consumer Durables industry in Australia. Total loss to shareholders of 9.9% over the past three years.お知らせ • Mar 15Tamawood Limited Announces an Interim Dividend Fully Franked for the Period Ended December 2023Tamawood Limited announced an interim dividend of 11 cents fully franked for the period ended December 2023. This follows a final dividend of 16 cents for financial year 2023 bringing the total dividend for the previous 12 months to 27 cents partially franked.Reported Earnings • Feb 18First half 2024 earnings released: EPS: AU$0.09 (vs AU$0.024 in 1H 2023)First half 2024 results: EPS: AU$0.09 (up from AU$0.024 in 1H 2023). Revenue: AU$44.4m (up 16% from 1H 2023). Net income: AU$3.19m (up 289% from 1H 2023). Profit margin: 7.2% (up from 2.1% in 1H 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.New Risk • Dec 13New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.6% 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: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 266% Cash payout ratio: 151% Earnings have declined by 20% per year over the past 5 years. Minor Risks Shareholders have been diluted in the past year (3.6% increase in shares outstanding). Market cap is less than US$100m (AU$89.8m market cap, or US$59.1m).Upcoming Dividend • Nov 13Upcoming dividend of AU$0.16 per shareEligible shareholders must have bought the stock before 20 November 2023. Payment date: 08 December 2023. The company last paid an ordinary dividend in August 2013. The average dividend yield among industry peers is 2.6%.Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 18%After last week's 18% share price gain to AU$2.71, the stock trades at a trailing P/E ratio of 45.6x. Average trailing P/E is 22x in the Consumer Durables industry in Australia. Total loss to shareholders of 9.2% over the past three years.お知らせ • Oct 26Tamawood Limited Declares Unfranked Final Dividend, Payable on 8 December 2023Tamawood Limited announced that the board declared an unfranked final dividend of 16 cents to be paid on 8 December 2023.お知らせ • Sep 11Tamawood Limited, Annual General Meeting, Oct 10, 2023Tamawood Limited, Annual General Meeting, Oct 10, 2023, at 13:00 E. Australia Standard Time. Location: Level 9, Riverside Centre, 123 Eagle St, Brisbane City QLD 4001 BRISBANE Australia Agenda: To consider the Company's financial statements, the related Directors' Report, Directors Declaration and Independent Audit Report for the financial year ended 30 June 2023; to consider Remuneration Report; and to consider Re-Election of Mr Lev Mizikovsky as Director.Reported Earnings • Aug 23Full year 2023 earnings released: EPS: AU$0.06 (vs AU$0.097 in FY 2022)Full year 2023 results: EPS: AU$0.06 (down from AU$0.097 in FY 2022). Revenue: AU$77.5m (down 13% from FY 2022). Net income: AU$2.11m (down 27% from FY 2022). Profit margin: 2.7% (down from 3.2% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.お知らせ • Aug 22Tamawood Limited Proposes Final Dividend for the Year 2023Tamawood Limited announced that subsequent to 30 June 2023, the Managing Director will be putting a proposal to the Board to consider a final unfranked dividend of 14 cents (fiscal year 2022: 13 cents fully franked), which will be decided at the September Board meeting and a market release will follow. Importantly, Tamawood remains debt free with significant cash.Reported Earnings • Feb 18First half 2023 earnings released: EPS: AU$0.024 (vs AU$0.081 in 1H 2022)First half 2023 results: EPS: AU$0.024 (down from AU$0.081 in 1H 2022). Revenue: AU$38.4m (down 27% from 1H 2022). Net income: AU$819.0k (down 65% from 1H 2022). Profit margin: 2.1% (down from 4.5% in 1H 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 14% per year.お知らせ • Feb 17Tamawood Limited Announces No Interim Dividend for the Period Ended December 31, 2022Tamawood Limited announced there is no interim dividend payable and the Board will review the full year results before determining the final dividend.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Non-Executive Director Linda Barr was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Oct 14Tamawood Limited, Annual General Meeting, Nov 16, 2022Tamawood Limited, Annual General Meeting, Nov 16, 2022, at 13:00 E. Australia Standard Time. Location: t Australian Institute of Company Directors, Level 9, Riverside Centre 123 Eagle St Brisbane Queensland Australia Agenda: To consider Financial Statements and Reports; to consider Re-Election of Tim Bartholomaeus as a Director.お知らせ • Oct 13+ 1 more updateTamawood Limited Declares Final Unfranked Dividend, Payable on December 9, 2022The Board of Tamawood Limited announced that it has declared a final unfranked dividend of AUD 0.13000000. Dividend relates to a period of six months and the dividend/distribution relates to the financial reporting or payment period ending ended June 30, 2022. Record date is November 23, 2022. Ex-date is November 22, 2022 and payment date is December 9, 2022.Reported Earnings • Aug 24Full year 2022 earnings released: EPS: AU$0.097 (vs AU$0.23 in FY 2021)Full year 2022 results: EPS: AU$0.097 (down from AU$0.23 in FY 2021). Revenue: AU$89.4m (down 8.6% from FY 2021). Net income: AU$2.89m (down 55% from FY 2021). Profit margin: 3.2% (down from 6.6% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Aug 24Tamawood Limited Proposal Final Unfranked DividendTamawood Limited announced Subsequent to 30 June, will be putting a proposal to the Board to consider a final unfranked dividend of 13 cents (FY21: 13 cents fully franked). This will be decided once the Board have reviewed the performance of Tamawood in the first couple of months of FY23. Importantly, Tamawood remains debt free with significant cash reserves.Recent Insider Transactions • Jun 05Non-Executive Director recently bought AU$10m worth of stockOn the 1st of June, Lev Mizikovsky bought around 4m shares on-market at roughly AU$2.89 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$9.8m more in shares than they have sold in the last 12 months.Buying Opportunity • May 02Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 8.8%. The fair value is estimated to be AU$4.01, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.4% over the last 3 years. Earnings per share has grown by 2.6%.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Non-Executive Director Linda Barr was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Buying Opportunity • Apr 11Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 8.8%. The fair value is estimated to be AU$3.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.4% over the last 3 years. Earnings per share has grown by 2.6%.お知らせ • Apr 08Tamawood Limited Provides Earnings Outlook for the Year 2022Tamawood Limited provided earnings outlook for the year 2022. For the period, the company anticipates there will be negative impact on the results due to the significant number of days lost to wet weather and floods.お知らせ • Apr 06Tamawood Limited Appoints Linda Barr as Non-Executive Director, Effective April 6, 2022Tamawood Limited announced that it has appointed Mrs. Linda Barr as a new Non-executive Director and her appointment will include Chairing the Audit Committee, Effective April 6, 2022. Linda brings to Tamawood extensive knowledge in accounting systems and over 30 years in accounting and management roles. Growth and expansion focused director with executive experience in finance and ICT gained in Engineering, Wholesale Distribution and Manufacturing industries. She gained valuable skills in senior finance and executive roles reporting to an ASX 100 listed Company Board, where she focused on delivering strategic integration of acquisitions, identifying synergies, and creating value added services for Finance and ICT to support business operations. An accomplished leader of cultural change, business innovation and transformation. Determined to seek and create business value by acquisition, digital transformation, operational excellence, and financial acumen.Buying Opportunity • Mar 17Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 7.6%. The fair value is estimated to be AU$3.86, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.4% per annum over the last 3 years. Earnings per share has grown by 2.6% per annum over the last 3 years.Upcoming Dividend • Feb 17Upcoming dividend of AU$0.11 per shareEligible shareholders must have bought the stock before 24 February 2022. Payment date: 11 March 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 6.5%. Within top quartile of Australian dividend payers (5.3%). Higher than average of industry peers (1.8%).お知らせ • Feb 16Tamawood Limited Announces Executive ChangesTamawood Limited announced that two of its Non-executive Directors have resigned, Laurie Lefcourt and Linda Horgan.Reported Earnings • Feb 09First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: AU$0.081 (down from AU$0.11 in 1H 2021). Revenue: AU$52.6m (up 15% from 1H 2021). Net income: AU$2.37m (down 25% from 1H 2021). Profit margin: 4.5% (down from 6.9% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 1% per year.お知らせ • Feb 01Tamawood Limited Declares Interim Fully Franked Dividend for the First Half of Fiscal Year 2022, Payable on March 11, 2022Tamawood Limited declared interim fully franked dividend for the first half FY22 is 11 cents. In line with the new dividend payment plan the dividend will be paid on March 11, 2022.お知らせ • Dec 11Tamawood Limited Provides Earnings Guidance for Full Year 2022Tamawood Limited provided earnings guidance for full year 2022. For the period, the company expects profit before tax result of between $8 million - $9 million.Upcoming Dividend • Aug 13Upcoming dividend of AU$0.13 per shareEligible shareholders must have bought the stock before 20 August 2021. Payment date: 06 September 2021. Trailing yield: 6.6%. Within top quartile of Australian dividend payers (4.9%). Higher than average of industry peers (1.5%).Reported Earnings • Aug 03Full year 2021 earnings released: EPS AU$0.23 (vs AU$0.16 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$97.9m (up 6.4% from FY 2020). Net income: AU$6.46m (up 44% from FY 2020). Profit margin: 6.6% (up from 4.9% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.分析記事 • May 13Calculating The Intrinsic Value Of Tamawood Limited (ASX:TWD)Today we will run through one way of estimating the intrinsic value of Tamawood Limited ( ASX:TWD ) by taking the...Recent Insider Transactions • Apr 01Non-Executive Director recently bought AU$1.6m worth of stockOn the 31st of March, Lev Mizikovsky bought around 481k shares on-market at roughly AU$3.40 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$2.3m more in shares than they have sold in the last 12 months.分析記事 • Mar 11We Wouldn't Be Too Quick To Buy Tamawood Limited (ASX:TWD) Before It Goes Ex-DividendTamawood Limited ( ASX:TWD ) stock is about to trade ex-dividend in four days. You can purchase shares before the 16th...Is New 90 Day High Low • Mar 10New 90-day high: AU$3.75The company is up 9.0% from its price of AU$3.45 on 10 December 2020. The Australian market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 7.0% over the same period.分析記事 • Mar 09Tamawood Limited (ASX:TWD) Investors Should Think About This Before Buying It For Its DividendCould Tamawood Limited ( ASX:TWD ) be an attractive dividend share to own for the long haul? Investors are often drawn...Recent Insider Transactions • Mar 05Non-Executive Director recently bought AU$79k worth of stockOn the 1st of March, Lev Mizikovsky bought around 23k shares on-market at roughly AU$3.51 per share. In the last 3 months, they made an even bigger purchase worth AU$412k. Insiders have collectively bought AU$660k more in shares than they have sold in the last 12 months.分析記事 • Feb 16Read This Before Buying Tamawood Limited (ASX:TWD) SharesWe've lost count of how many times insiders have accumulated shares in a company that goes on to improve markedly. The...Reported Earnings • Feb 14First half 2021 earnings released: EPS AU$0.11 (vs AU$0.064 in 1H 2020)The company reported a decent first half result with improved earnings and profit margins, although revenues were weaker. First half 2021 results: Revenue: AU$45.6m (down 5.0% from 1H 2020). Net income: AU$3.16m (up 79% from 1H 2020). Profit margin: 6.9% (up from 3.7% in 1H 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Feb 01New 90-day high: AU$3.58The company is up 3.0% from its price of AU$3.49 on 03 November 2020. The Australian market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 10.0% over the same period.分析記事 • Jan 20How Much Is Tamawood Limited (ASX:TWD) Paying Its CEO?Tim Bartholomaeus has been the CEO of Tamawood Limited ( ASX:TWD ) since 2014, and this article will examine the...Is New 90 Day High Low • Jan 14New 90-day low: AU$3.28The company is down 6.0% from its price of AU$3.48 on 16 October 2020. The Australian market is up 9.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Durables industry, which is down 7.0% over the same period.分析記事 • Dec 30A Look At Tamawood's (ASX:TWD) Share Price ReturnsWhile not a mind-blowing move, it is good to see that the Tamawood Limited ( ASX:TWD ) share price has gained 12% in...Valuation Update With 7 Day Price Move • Oct 13Market bids up stock over the past weekAfter last week's 16% share price gain to AU$3.50, the stock is trading at a trailing P/E ratio of 21.6x, up from the previous P/E ratio of 18.6x. This compares to an average P/E of 18x in the Consumer Durables industry in Australia. Total returns to shareholders over the past three years are 6.8%.Is New 90 Day High Low • Oct 08New 90-day high: AU$3.29The company is up 21% from its price of AU$2.72 on 10 July 2020. The Australian market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Durables industry, which is up 26% over the same period.株主還元TWDAU Consumer DurablesAU 市場7D1.2%5.5%3.4%1Y-1.5%9.5%3.6%株主還元を見る業界別リターン: TWD過去 1 年間で9.5 % の収益を上げたAustralian Consumer Durables業界を下回りました。リターン対市場: TWDは、過去 1 年間で3.6 % のリターンを上げたAustralian市場を下回りました。価格変動Is TWD's price volatile compared to industry and market?TWD volatilityTWD Average Weekly Movement5.5%Consumer Durables Industry Average Movement5.1%Market Average Movement10.2%10% most volatile stocks in AU Market17.3%10% least volatile stocks in AU Market4.1%安定した株価: TWD 、 Australian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: TWDの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1989n/aTim Bartholomaeuswww.tamawood.com.auタマウッド・リミテッドは子会社とともに、オーストラリアで住宅建設や住宅設計の請負サービス、その他関連サービスを提供している。また、フランチャイズやライセンス事業、耐久消費財の提供、再生可能エネルギー証書の販売も行っている。タマウッド・リミテッドは1989年に設立され、オーストラリアのロックリアに本社を置く。もっと見るTamawood Limited 基礎のまとめTamawood の収益と売上を時価総額と比較するとどうか。TWD 基礎統計学時価総額AU$103.93m収益（TTM）AU$7.32m売上高(TTM)AU$118.96m14.2xPER（株価収益率0.9xP/SレシオTWD 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TWD 損益計算書（TTM）収益AU$118.96m売上原価AU$93.09m売上総利益AU$25.87mその他の費用AU$18.55m収益AU$7.32m直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）0.18グロス・マージン21.75%純利益率6.15%有利子負債／自己資本比率0%TWD 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8.2%現在の配当利回り113%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2026/06/17 21:41終値2026/06/17 00:00収益2025/12/31年間収益2025/06/30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Tamawood Limited 0 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。1 アナリスト機関Paresh PatelOrd Minnett Limited
Upcoming Dividend • May 07Upcoming dividend of AU$0.11 per shareEligible shareholders must have bought the stock before 14 May 2026. Payment date: 05 June 2026. The company is paying out more than 100% of its profits and is paying out 77% of its cash flow. Trailing yield: 7.2%. Within top quartile of Australian dividend payers (6.7%). Higher than average of industry peers (2.9%).
分析記事 • Apr 16Here's Why Tamawood (ASX:TWD) Has Caught The Eye Of InvestorsInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Declared Dividend • Apr 13First half dividend of AU$0.11 announcedShareholders will receive a dividend of AU$0.11. Ex-date: 14th May 2026 Payment date: 5th June 2026 Dividend yield will be 7.6%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not covered by earnings (113% earnings payout ratio). However, it is covered by cash flows (77% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 25% to bring the payout ratio under control. However, EPS has declined by 2.6% over the last 5 years so the company would need to reverse this trend.
Recent Insider Transactions • Feb 18Executive Chairman recently bought AU$812k worth of stockOn the 17th of February, Lev Mizikovsky bought around 285k shares on-market at roughly AU$2.85 per share. This transaction amounted to 1.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Lev has been a buyer over the last 12 months, purchasing a net total of AU$840k worth in shares.
Reported Earnings • Feb 16First half 2026 earnings released: EPS: AU$0.13 (vs AU$0.088 in 1H 2025)First half 2026 results: EPS: AU$0.13 (up from AU$0.088 in 1H 2025). Revenue: AU$66.4m (up 37% from 1H 2025). Net income: AU$4.87m (up 46% from 1H 2025). Profit margin: 7.3% (up from 6.9% in 1H 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Board Change • Jan 05No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 3 non-independent directors. Non-Executive Director Rade Dudurovic was the last director to join the board, commencing their role in 2024. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • May 07Upcoming dividend of AU$0.11 per shareEligible shareholders must have bought the stock before 14 May 2026. Payment date: 05 June 2026. The company is paying out more than 100% of its profits and is paying out 77% of its cash flow. Trailing yield: 7.2%. Within top quartile of Australian dividend payers (6.7%). Higher than average of industry peers (2.9%).
分析記事 • Apr 16Here's Why Tamawood (ASX:TWD) Has Caught The Eye Of InvestorsInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Declared Dividend • Apr 13First half dividend of AU$0.11 announcedShareholders will receive a dividend of AU$0.11. Ex-date: 14th May 2026 Payment date: 5th June 2026 Dividend yield will be 7.6%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not covered by earnings (113% earnings payout ratio). However, it is covered by cash flows (77% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 25% to bring the payout ratio under control. However, EPS has declined by 2.6% over the last 5 years so the company would need to reverse this trend.
Recent Insider Transactions • Feb 18Executive Chairman recently bought AU$812k worth of stockOn the 17th of February, Lev Mizikovsky bought around 285k shares on-market at roughly AU$2.85 per share. This transaction amounted to 1.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Lev has been a buyer over the last 12 months, purchasing a net total of AU$840k worth in shares.
Reported Earnings • Feb 16First half 2026 earnings released: EPS: AU$0.13 (vs AU$0.088 in 1H 2025)First half 2026 results: EPS: AU$0.13 (up from AU$0.088 in 1H 2025). Revenue: AU$66.4m (up 37% from 1H 2025). Net income: AU$4.87m (up 46% from 1H 2025). Profit margin: 7.3% (up from 6.9% in 1H 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Board Change • Jan 05No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 3 non-independent directors. Non-Executive Director Rade Dudurovic was the last director to join the board, commencing their role in 2024. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Nov 11Upcoming dividend of AU$0.10 per shareEligible shareholders must have bought the stock before 18 November 2025. Payment date: 10 December 2025. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 7.4%. Within top quartile of Australian dividend payers (5.7%). Higher than average of industry peers (2.5%).
Declared Dividend • Oct 19Final dividend of AU$0.10 announcedShareholders will receive a dividend of AU$0.10. Ex-date: 18th November 2025 Payment date: 10th December 2025 Dividend yield will be 8.0%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not covered by earnings (101% earnings payout ratio) nor is it covered by cash flows (251% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 13% to bring the payout ratio under control. However, EPS has declined by 1.6% over the last 5 years so the company would need to reverse this trend.
お知らせ • Oct 14Tamawood Limited, Annual General Meeting, Nov 14, 2025Tamawood Limited, Annual General Meeting, Nov 14, 2025. Location: at aicd level 9, riverside centre, 123 eagle st, brisbane city qld 40010 Australia
Reported Earnings • Aug 08Full year 2025 earnings released: EPS: AU$0.15 (vs AU$0.15 in FY 2024)Full year 2025 results: EPS: AU$0.15 (in line with FY 2024). Revenue: AU$101.0m (up 18% from FY 2024). Net income: AU$5.79m (up 4.5% from FY 2024). Profit margin: 5.7% (down from 6.5% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to AU$2.72, the stock trades at a trailing P/E ratio of 18.1x. Average trailing P/E is 19x in the Consumer Durables industry in Australia. Total returns to shareholders of 13% over the past three years.
分析記事 • May 19Tamawood Limited's (ASX:TWD) Share Price Not Quite Adding UpIt's not a stretch to say that Tamawood Limited's ( ASX:TWD ) price-to-earnings (or "P/E") ratio of 19x right now seems...
Upcoming Dividend • May 08Upcoming dividend of AU$0.11 per shareEligible shareholders must have bought the stock before 15 May 2025. Payment date: 06 June 2025. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 7.1%. Within top quartile of Australian dividend payers (6.3%). Higher than average of industry peers (2.6%).
分析記事 • Apr 14Tamawood (ASX:TWD) Will Pay A Dividend Of A$0.11The board of Tamawood Limited ( ASX:TWD ) has announced that it will pay a dividend on the 6th of June, with investors...
Declared Dividend • Apr 14First half dividend of AU$0.11 announcedShareholders will receive a dividend of AU$0.11. Ex-date: 15th May 2025 Payment date: 6th June 2025 Dividend yield will be 7.3%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not covered by earnings (131% earnings payout ratio) nor is it covered by cash flows (214% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 46% to bring the payout ratio under control, which is more than the 8.6% EPS growth achieved over the last 5 years.
お知らせ • Apr 11Tamawood Limited Declares Interim Fully Franked Dividend, Payable 6 June 2025Tamawood Limited declared an interim fully franked dividend of 11 cents payable 6 June 2025.
Reported Earnings • Feb 12First half 2025 earnings released: EPS: AU$0.088 (vs AU$0.09 in 1H 2024)First half 2025 results: EPS: AU$0.088. Revenue: AU$48.4m (up 9.0% from 1H 2024). Net income: AU$3.33m (up 4.5% from 1H 2024). Profit margin: 6.9% (down from 7.2% in 1H 2024). The decrease in margin was driven by higher expenses.
お知らせ • Jan 09Tamawood Limited Appoints Mr. Lev Mizikovsky as Executive ChairmanThe Board has resolved to appoint Mr. Lev Mizikovsky as Executive Chairman of Tamawood Limited (TWD), effective January 9, 2024. Mr. Robert Lynch will remain as an independent non-executive director. The Board extends its deepest gratitude to Robert for his exceptional contributions as Chairman and looks forward to his ongoing involvement as a non-executive director. Robert has played a crucial role in guiding TWD through challenges such as the COVID-19 pandemic, addressing issues like inflated supplier pricing due to the Federal Government's stimulus packages, and tackling the shortage of skilled labour resulting from the flawed apprenticeship scheme. Under Robert's leadership, TWD has remained debt-free, profitable, and has consistently paid dividends to its shareholders. Mr. Tim Bartholomaeus will continue to oversee day-to-day operations, with a focus on new product development, geographic expansion, and reducing construction timelines. The Board is taking the opportunity to leverage Lev's 30+ years of experience in software development and his expertise in AI to further automate the company's operations. This will enhance quality assurance (QA) systems, boost sales, and increase capacity to accommodate higher sales volumes. Additionally, as Chairman of Veganic SKN Limited, Lev played a role in the development of the world's first vegan organic mineral sunscreens and extensively used AI to identify the safest ingredients for the company's products.
Upcoming Dividend • Nov 11Upcoming dividend of AU$0.09 per shareEligible shareholders must have bought the stock before 18 November 2024. Payment date: 10 December 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 5.9%. Lower than top quartile of Australian dividend payers (6.0%). Higher than average of industry peers (2.3%).
Declared Dividend • Oct 13Final dividend of AU$0.09 announcedShareholders will receive a dividend of AU$0.09. Ex-date: 18th November 2024 Payment date: 10th December 2024 Dividend yield will be 7.2%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not covered by earnings (193% earnings payout ratio) nor is it covered by cash flows (139% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 115% to bring the payout ratio under control. However, EPS has remained steady over the last 5 years so the company would need to improve on their historical growth rates.
お知らせ • Oct 11Tamawood Limited Declares Final Ordinary Dividend for the Period Ending Ended June 30, 2024, Payable on December 10, 2024The Board of Tamawood Limited announced final Ordinary dividend of AUD 0.09000000. Dividend relates to a period of six months and the dividend/distribution relates to the financial reporting or payment period ending ended June 30, 2024. Record date is November 19, 2024. Ex-date is November 18, 2024 and payment date is December 10, 2024.
お知らせ • Sep 13Tamawood Limited, Annual General Meeting, Oct 14, 2024Tamawood Limited, Annual General Meeting, Oct 14, 2024. Location: morgans, level 29, riverside centre, 123 eagle st, brisbane city qld 4001, Australia
Reported Earnings • Aug 23Full year 2024 earnings released: EPS: AU$0.15 (vs AU$0.06 in FY 2023)Full year 2024 results: EPS: AU$0.15 (up from AU$0.06 in FY 2023). Revenue: AU$85.4m (up 10% from FY 2023). Net income: AU$5.54m (up 162% from FY 2023). Profit margin: 6.5% (up from 2.7% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Jul 25Now 24% overvaluedOver the last 90 days, the stock has fallen 3.7% to AU$2.88. The fair value is estimated to be AU$2.32, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.3% over the last 3 years. Earnings per share has declined by 44%.
お知らせ • May 31Tamawood Limited Announces Board ChangesTamawood Limited Board announced that one of its Non-executive Directors has resigned, Linda Barr (Chair of Audit Committee). Company thank Linda for her contribution to the Tamawood Board over the past couple of years. The Board is in the process of defining skills required to replace Linda, whilst in this process, the Board has appointed Rade Dudurovic as a Non-executive Director and Chair of the Audit Committee on a temporary basis. Rade has an extensive background in private equity with strong exposure to industrial and branded consumer manufacturing and distribution businesses particularly in the Asian region. He has qualifications in commerce and law and is a CPA as well as Senior Fellow of FINSIA.
Upcoming Dividend • May 09Upcoming dividend of AU$0.11 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 07 June 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.2%. Lower than top quartile of Australian dividend payers (6.3%). Higher than average of industry peers (2.4%).
Buy Or Sell Opportunity • Apr 26Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to AU$2.99. The fair value is estimated to be AU$2.47, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.3% over the last 3 years. Earnings per share has declined by 44%.
分析記事 • Apr 23Some Shareholders Feeling Restless Over Tamawood Limited's (ASX:TWD) P/E RatioWhen close to half the companies in Australia have price-to-earnings ratios (or "P/E's") below 19x, you may consider...
Buy Or Sell Opportunity • Apr 23Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 23% to AU$3.05. The fair value is estimated to be AU$2.48, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.3% over the last 3 years. Earnings per share has declined by 44%.
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to AU$2.75, the stock trades at a trailing P/E ratio of 22.5x. Average trailing P/E is 22x in the Consumer Durables industry in Australia. Total loss to shareholders of 9.9% over the past three years.
お知らせ • Mar 15Tamawood Limited Announces an Interim Dividend Fully Franked for the Period Ended December 2023Tamawood Limited announced an interim dividend of 11 cents fully franked for the period ended December 2023. This follows a final dividend of 16 cents for financial year 2023 bringing the total dividend for the previous 12 months to 27 cents partially franked.
Reported Earnings • Feb 18First half 2024 earnings released: EPS: AU$0.09 (vs AU$0.024 in 1H 2023)First half 2024 results: EPS: AU$0.09 (up from AU$0.024 in 1H 2023). Revenue: AU$44.4m (up 16% from 1H 2023). Net income: AU$3.19m (up 289% from 1H 2023). Profit margin: 7.2% (up from 2.1% in 1H 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
New Risk • Dec 13New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.6% 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: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 266% Cash payout ratio: 151% Earnings have declined by 20% per year over the past 5 years. Minor Risks Shareholders have been diluted in the past year (3.6% increase in shares outstanding). Market cap is less than US$100m (AU$89.8m market cap, or US$59.1m).
Upcoming Dividend • Nov 13Upcoming dividend of AU$0.16 per shareEligible shareholders must have bought the stock before 20 November 2023. Payment date: 08 December 2023. The company last paid an ordinary dividend in August 2013. The average dividend yield among industry peers is 2.6%.
Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 18%After last week's 18% share price gain to AU$2.71, the stock trades at a trailing P/E ratio of 45.6x. Average trailing P/E is 22x in the Consumer Durables industry in Australia. Total loss to shareholders of 9.2% over the past three years.
お知らせ • Oct 26Tamawood Limited Declares Unfranked Final Dividend, Payable on 8 December 2023Tamawood Limited announced that the board declared an unfranked final dividend of 16 cents to be paid on 8 December 2023.
お知らせ • Sep 11Tamawood Limited, Annual General Meeting, Oct 10, 2023Tamawood Limited, Annual General Meeting, Oct 10, 2023, at 13:00 E. Australia Standard Time. Location: Level 9, Riverside Centre, 123 Eagle St, Brisbane City QLD 4001 BRISBANE Australia Agenda: To consider the Company's financial statements, the related Directors' Report, Directors Declaration and Independent Audit Report for the financial year ended 30 June 2023; to consider Remuneration Report; and to consider Re-Election of Mr Lev Mizikovsky as Director.
Reported Earnings • Aug 23Full year 2023 earnings released: EPS: AU$0.06 (vs AU$0.097 in FY 2022)Full year 2023 results: EPS: AU$0.06 (down from AU$0.097 in FY 2022). Revenue: AU$77.5m (down 13% from FY 2022). Net income: AU$2.11m (down 27% from FY 2022). Profit margin: 2.7% (down from 3.2% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 22Tamawood Limited Proposes Final Dividend for the Year 2023Tamawood Limited announced that subsequent to 30 June 2023, the Managing Director will be putting a proposal to the Board to consider a final unfranked dividend of 14 cents (fiscal year 2022: 13 cents fully franked), which will be decided at the September Board meeting and a market release will follow. Importantly, Tamawood remains debt free with significant cash.
Reported Earnings • Feb 18First half 2023 earnings released: EPS: AU$0.024 (vs AU$0.081 in 1H 2022)First half 2023 results: EPS: AU$0.024 (down from AU$0.081 in 1H 2022). Revenue: AU$38.4m (down 27% from 1H 2022). Net income: AU$819.0k (down 65% from 1H 2022). Profit margin: 2.1% (down from 4.5% in 1H 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 14% per year.
お知らせ • Feb 17Tamawood Limited Announces No Interim Dividend for the Period Ended December 31, 2022Tamawood Limited announced there is no interim dividend payable and the Board will review the full year results before determining the final dividend.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Non-Executive Director Linda Barr was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 14Tamawood Limited, Annual General Meeting, Nov 16, 2022Tamawood Limited, Annual General Meeting, Nov 16, 2022, at 13:00 E. Australia Standard Time. Location: t Australian Institute of Company Directors, Level 9, Riverside Centre 123 Eagle St Brisbane Queensland Australia Agenda: To consider Financial Statements and Reports; to consider Re-Election of Tim Bartholomaeus as a Director.
お知らせ • Oct 13+ 1 more updateTamawood Limited Declares Final Unfranked Dividend, Payable on December 9, 2022The Board of Tamawood Limited announced that it has declared a final unfranked dividend of AUD 0.13000000. Dividend relates to a period of six months and the dividend/distribution relates to the financial reporting or payment period ending ended June 30, 2022. Record date is November 23, 2022. Ex-date is November 22, 2022 and payment date is December 9, 2022.
Reported Earnings • Aug 24Full year 2022 earnings released: EPS: AU$0.097 (vs AU$0.23 in FY 2021)Full year 2022 results: EPS: AU$0.097 (down from AU$0.23 in FY 2021). Revenue: AU$89.4m (down 8.6% from FY 2021). Net income: AU$2.89m (down 55% from FY 2021). Profit margin: 3.2% (down from 6.6% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Aug 24Tamawood Limited Proposal Final Unfranked DividendTamawood Limited announced Subsequent to 30 June, will be putting a proposal to the Board to consider a final unfranked dividend of 13 cents (FY21: 13 cents fully franked). This will be decided once the Board have reviewed the performance of Tamawood in the first couple of months of FY23. Importantly, Tamawood remains debt free with significant cash reserves.
Recent Insider Transactions • Jun 05Non-Executive Director recently bought AU$10m worth of stockOn the 1st of June, Lev Mizikovsky bought around 4m shares on-market at roughly AU$2.89 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$9.8m more in shares than they have sold in the last 12 months.
Buying Opportunity • May 02Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 8.8%. The fair value is estimated to be AU$4.01, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.4% over the last 3 years. Earnings per share has grown by 2.6%.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Non-Executive Director Linda Barr was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Apr 11Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 8.8%. The fair value is estimated to be AU$3.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.4% over the last 3 years. Earnings per share has grown by 2.6%.
お知らせ • Apr 08Tamawood Limited Provides Earnings Outlook for the Year 2022Tamawood Limited provided earnings outlook for the year 2022. For the period, the company anticipates there will be negative impact on the results due to the significant number of days lost to wet weather and floods.
お知らせ • Apr 06Tamawood Limited Appoints Linda Barr as Non-Executive Director, Effective April 6, 2022Tamawood Limited announced that it has appointed Mrs. Linda Barr as a new Non-executive Director and her appointment will include Chairing the Audit Committee, Effective April 6, 2022. Linda brings to Tamawood extensive knowledge in accounting systems and over 30 years in accounting and management roles. Growth and expansion focused director with executive experience in finance and ICT gained in Engineering, Wholesale Distribution and Manufacturing industries. She gained valuable skills in senior finance and executive roles reporting to an ASX 100 listed Company Board, where she focused on delivering strategic integration of acquisitions, identifying synergies, and creating value added services for Finance and ICT to support business operations. An accomplished leader of cultural change, business innovation and transformation. Determined to seek and create business value by acquisition, digital transformation, operational excellence, and financial acumen.
Buying Opportunity • Mar 17Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 7.6%. The fair value is estimated to be AU$3.86, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.4% per annum over the last 3 years. Earnings per share has grown by 2.6% per annum over the last 3 years.
Upcoming Dividend • Feb 17Upcoming dividend of AU$0.11 per shareEligible shareholders must have bought the stock before 24 February 2022. Payment date: 11 March 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 6.5%. Within top quartile of Australian dividend payers (5.3%). Higher than average of industry peers (1.8%).
お知らせ • Feb 16Tamawood Limited Announces Executive ChangesTamawood Limited announced that two of its Non-executive Directors have resigned, Laurie Lefcourt and Linda Horgan.
Reported Earnings • Feb 09First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: AU$0.081 (down from AU$0.11 in 1H 2021). Revenue: AU$52.6m (up 15% from 1H 2021). Net income: AU$2.37m (down 25% from 1H 2021). Profit margin: 4.5% (down from 6.9% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 1% per year.
お知らせ • Feb 01Tamawood Limited Declares Interim Fully Franked Dividend for the First Half of Fiscal Year 2022, Payable on March 11, 2022Tamawood Limited declared interim fully franked dividend for the first half FY22 is 11 cents. In line with the new dividend payment plan the dividend will be paid on March 11, 2022.
お知らせ • Dec 11Tamawood Limited Provides Earnings Guidance for Full Year 2022Tamawood Limited provided earnings guidance for full year 2022. For the period, the company expects profit before tax result of between $8 million - $9 million.
Upcoming Dividend • Aug 13Upcoming dividend of AU$0.13 per shareEligible shareholders must have bought the stock before 20 August 2021. Payment date: 06 September 2021. Trailing yield: 6.6%. Within top quartile of Australian dividend payers (4.9%). Higher than average of industry peers (1.5%).
Reported Earnings • Aug 03Full year 2021 earnings released: EPS AU$0.23 (vs AU$0.16 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$97.9m (up 6.4% from FY 2020). Net income: AU$6.46m (up 44% from FY 2020). Profit margin: 6.6% (up from 4.9% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
分析記事 • May 13Calculating The Intrinsic Value Of Tamawood Limited (ASX:TWD)Today we will run through one way of estimating the intrinsic value of Tamawood Limited ( ASX:TWD ) by taking the...
Recent Insider Transactions • Apr 01Non-Executive Director recently bought AU$1.6m worth of stockOn the 31st of March, Lev Mizikovsky bought around 481k shares on-market at roughly AU$3.40 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$2.3m more in shares than they have sold in the last 12 months.
分析記事 • Mar 11We Wouldn't Be Too Quick To Buy Tamawood Limited (ASX:TWD) Before It Goes Ex-DividendTamawood Limited ( ASX:TWD ) stock is about to trade ex-dividend in four days. You can purchase shares before the 16th...
Is New 90 Day High Low • Mar 10New 90-day high: AU$3.75The company is up 9.0% from its price of AU$3.45 on 10 December 2020. The Australian market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 7.0% over the same period.
分析記事 • Mar 09Tamawood Limited (ASX:TWD) Investors Should Think About This Before Buying It For Its DividendCould Tamawood Limited ( ASX:TWD ) be an attractive dividend share to own for the long haul? Investors are often drawn...
Recent Insider Transactions • Mar 05Non-Executive Director recently bought AU$79k worth of stockOn the 1st of March, Lev Mizikovsky bought around 23k shares on-market at roughly AU$3.51 per share. In the last 3 months, they made an even bigger purchase worth AU$412k. Insiders have collectively bought AU$660k more in shares than they have sold in the last 12 months.
分析記事 • Feb 16Read This Before Buying Tamawood Limited (ASX:TWD) SharesWe've lost count of how many times insiders have accumulated shares in a company that goes on to improve markedly. The...
Reported Earnings • Feb 14First half 2021 earnings released: EPS AU$0.11 (vs AU$0.064 in 1H 2020)The company reported a decent first half result with improved earnings and profit margins, although revenues were weaker. First half 2021 results: Revenue: AU$45.6m (down 5.0% from 1H 2020). Net income: AU$3.16m (up 79% from 1H 2020). Profit margin: 6.9% (up from 3.7% in 1H 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Feb 01New 90-day high: AU$3.58The company is up 3.0% from its price of AU$3.49 on 03 November 2020. The Australian market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 10.0% over the same period.
分析記事 • Jan 20How Much Is Tamawood Limited (ASX:TWD) Paying Its CEO?Tim Bartholomaeus has been the CEO of Tamawood Limited ( ASX:TWD ) since 2014, and this article will examine the...
Is New 90 Day High Low • Jan 14New 90-day low: AU$3.28The company is down 6.0% from its price of AU$3.48 on 16 October 2020. The Australian market is up 9.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Durables industry, which is down 7.0% over the same period.
分析記事 • Dec 30A Look At Tamawood's (ASX:TWD) Share Price ReturnsWhile not a mind-blowing move, it is good to see that the Tamawood Limited ( ASX:TWD ) share price has gained 12% in...
Valuation Update With 7 Day Price Move • Oct 13Market bids up stock over the past weekAfter last week's 16% share price gain to AU$3.50, the stock is trading at a trailing P/E ratio of 21.6x, up from the previous P/E ratio of 18.6x. This compares to an average P/E of 18x in the Consumer Durables industry in Australia. Total returns to shareholders over the past three years are 6.8%.
Is New 90 Day High Low • Oct 08New 90-day high: AU$3.29The company is up 21% from its price of AU$2.72 on 10 July 2020. The Australian market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Durables industry, which is up 26% over the same period.
