This company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsBrickworks(BKW)株式概要ブリックワークス・リミテッドは、オーストラリアと北米の住宅および商業市場向けの建築用製品の製造、販売、流通に従事している。 詳細BKW ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長4/6過去の実績0/6財務の健全性2/6配当金2/6報酬収益は年間35.26%増加すると予測されています リスク分析リスクチェックの結果、BKW 、リスクは検出されなかった。すべてのリスクチェックを見るBKW Community Fair Values Create NarrativeSee what 19 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN5.9% overvaluedAnalystConsensusTarget•7mo agoOakdale West And East Projects Will Unlock Rental Value67019Top Analyst NarrativesBrickworksANAnalystConsensusTargetBased on Analyst Price TargetsOakdale West And East Projects Will Unlock Rental ValueKey Takeaways Anticipated growth in property rental income and completion of projects will boost revenue and net margins through new leasing. Strategic modernization in North America and increasing dividends enhance revenue growth and EPS with market improvements and stable earnings.View narrativeAU$31.19FV5.9% 割高 内在価値ディスカウントSet Fair ValueView67users have viewed this narrative0users have liked this narrative0users have commented on this narrative19users have followed this narrative8 months ago author updated this narrativeView all narrativesBrickworks Limited 競合他社James Hardie IndustriesSymbol: ASX:JHXMarket cap: AU$15.4bWagners HoldingSymbol: ASX:WGNMarket cap: AU$898.8mDyno NobelSymbol: ASX:DNLMarket cap: AU$6.3bSandfire ResourcesSymbol: ASX:SFRMarket cap: AU$8.3b価格と性能株価の高値、安値、推移の概要Brickworks過去の株価現在の株価AU$33.0252週高値AU$36.8552週安値AU$22.40ベータ0.591ヶ月の変化-3.76%3ヶ月変化-3.73%1年変化15.78%3年間の変化55.98%5年間の変化69.59%IPOからの変化724.68%最新ニュースナラティブの更新 • Sep 25Oakdale West And East Projects Will Unlock Rental ValueThe slight reduction in Brickworks' consensus price target to A$31.19 primarily reflects modestly lower revenue growth forecasts. What's in the News Washington H.お知らせ • Sep 15Washington H. Soul Pattinson and Company Limited (ASX:SOL) acquired remaining 57% stake in Brickworks Limited (ASX:BKW).Washington H. Soul Pattinson and Company Limited (ASX:SOL) agreed to acquire remaining 57% stake in Brickworks Limited (ASX:BKW) for AUD 2.6 billion on June 2, 2025. As per the transaction, Brickworks shareholders will receive a FY25 fully franked final dividend equivalent to 0.82 multiplied by the SOL FY25 final dividend (expected to be determined after the close of the full financial year)16 to be paid in the ordinary course or just prior to the scheme implementation. Soul Patts, Brickworks and new shareholders will own approximately 72%, 19% and 9% of the combined group respectively. The proposed merger will result in a new listed company Topco. The transaction is subject to approval by regulatory board / committee, approval of merger agreement by target board, approval of offer by acquirer shareholders, approval of offer by acquirer board, approval of offer by target shareholders and subject to court approval. The Board of Directors of Brickworks Limited formed a special committee for the transaction. The deal has been unanimously approved by the board. The expected completion of the transaction is second half of 2025. As of September 10, 2025 Washington H. Soul Pattinson and Company Limited and Brickworks Limited shareholder approved the deal. As of September 12, 2025 the transaction has been approved by the court Supreme Court of New South Wales. Pitt Capital Partners Limited acted as financial advisor and Bruce Macdonald, Greg Golding, Andrew Kim, Con Tzerefos, and Patricia Paton of Ashurst Australia acted as legal advisor to Washington H. Soul Pattinson and Company Limited. Citigroup Global Markets Australia Pty Limited acted as financial advisor and David Friedlander, Judith Taylor, Robert Kelly and Daniel Natale of King & Wood Mallesons, Australia Branch acted as legal advisor to Brickworks Limited. Rory Moriarty, Rod Halstead, Kimberley Bruce, Samuel Pullin and Joshua Hewitt of Clayton Utz act as legal advisor in the transaction. Washington H. Soul Pattinson and Company Limited (ASX:SOL) completed the acquisition of remaining 57% stake in Brickworks Limited (ASX:BKW) on September 15, 2025. The last trading day for their shares on the ASX is today, September 15, 2025. Topco Shares will start trading on a deferred settlement basis from September 16, 2025 and on a normal settlement basis from September 24, 2025. Court orders have been lodged with ASIC. Shareholders registered by 7:00 pm Sydney time on September 17, 2025 will receive their Topco Shares on September 22, 2025, with SOL Shareholders getting one Topco Share per Soul Patts share, and BKW Shareholders receiving 0.82 Topco Shares per Brickworks share. The implementation of the Share Schemes is expected on September23, 2025. The timetable is indicative and subject to change, with updates to be announced on the ASX.Upcoming Dividend • Aug 14Upcoming dividend of AU$0.48 per shareEligible shareholders must have bought the stock before 21 August 2025. Payment date: 05 September 2025. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 1.9%. Lower than top quartile of Australian dividend payers (5.7%). Lower than average of industry peers (2.2%).お知らせ • Jun 05Brickworks Limited Proposes Dividend for Fy 2025Brickworks Limited announced that under the Proposed Merger with Washington H. Soul Pattinson and Company Limited, it is expected that Brickworks shareholders would receive a FY25 fully franked Final Dividend equivalent to AUD 0.82 multiplied by the SOL FY25 Final Dividend (expected to be determined after the close of the full financial year) 16 to be paid in the ordinary course or just prior to the Scheme Implementation.Price Target Changed • Jun 03Price target increased by 8.2% to AU$31.11Up from AU$28.76, the current price target is an average from 8 analysts. New target price is 11% below last closing price of AU$34.91. The company is forecast to post earnings per share of AU$0.65 next year compared to a net loss per share of AU$0.87 last year.お知らせ • Jun 02Washington H. Soul Pattinson and Company Limited (ASX:SOL) agreed to acquire remaining 57% stake in Brickworks Limited (ASX:BKW) for AUD 2.6 billion.Washington H. Soul Pattinson and Company Limited (ASX:SOL) agreed to acquire remaining 57% stake in Brickworks Limited (ASX:BKW) for AUD 2.6 billion on June 2, 2025. As per the transaction, Brickworks shareholders will receive a FY25 fully franked final dividend equivalent to 0.82 multiplied by the SOL FY25 final dividend (expected to be determined after the close of the full financial year)16 to be paid in the ordinary course or just prior to the scheme implementation. Soul Patts, Brickworks and new shareholders will own approximately 72%, 19% and 9% of the combined group respectively. The transaction is subject to approval by regulatory board / committee, approval of merger agreement by target board, approval of offer by acquirer shareholders, approval of offer by acquirer board, approval of offer by target shareholders and subject to court approval. The Board of Directors of Brickworks Limited formed a special committee for the transaction. The deal has been unanimously approved by the board. The expected completion of the transaction is second half of 2025. Pitt Capital Partners Limited acted as financial advisor and Ashurst Australia acted as legal advisor to Washington H. Soul Pattinson and Company Limited. Citigroup Global Markets Australia Pty Limited acted as financial advisor and King & Wood Mallesons, Australia Branch acted as legal advisor to Brickworks Limited.最新情報をもっと見るRecent updatesナラティブの更新 • Sep 25Oakdale West And East Projects Will Unlock Rental ValueThe slight reduction in Brickworks' consensus price target to A$31.19 primarily reflects modestly lower revenue growth forecasts. What's in the News Washington H.お知らせ • Sep 15Washington H. Soul Pattinson and Company Limited (ASX:SOL) acquired remaining 57% stake in Brickworks Limited (ASX:BKW).Washington H. Soul Pattinson and Company Limited (ASX:SOL) agreed to acquire remaining 57% stake in Brickworks Limited (ASX:BKW) for AUD 2.6 billion on June 2, 2025. As per the transaction, Brickworks shareholders will receive a FY25 fully franked final dividend equivalent to 0.82 multiplied by the SOL FY25 final dividend (expected to be determined after the close of the full financial year)16 to be paid in the ordinary course or just prior to the scheme implementation. Soul Patts, Brickworks and new shareholders will own approximately 72%, 19% and 9% of the combined group respectively. The proposed merger will result in a new listed company Topco. The transaction is subject to approval by regulatory board / committee, approval of merger agreement by target board, approval of offer by acquirer shareholders, approval of offer by acquirer board, approval of offer by target shareholders and subject to court approval. The Board of Directors of Brickworks Limited formed a special committee for the transaction. The deal has been unanimously approved by the board. The expected completion of the transaction is second half of 2025. As of September 10, 2025 Washington H. Soul Pattinson and Company Limited and Brickworks Limited shareholder approved the deal. As of September 12, 2025 the transaction has been approved by the court Supreme Court of New South Wales. Pitt Capital Partners Limited acted as financial advisor and Bruce Macdonald, Greg Golding, Andrew Kim, Con Tzerefos, and Patricia Paton of Ashurst Australia acted as legal advisor to Washington H. Soul Pattinson and Company Limited. Citigroup Global Markets Australia Pty Limited acted as financial advisor and David Friedlander, Judith Taylor, Robert Kelly and Daniel Natale of King & Wood Mallesons, Australia Branch acted as legal advisor to Brickworks Limited. Rory Moriarty, Rod Halstead, Kimberley Bruce, Samuel Pullin and Joshua Hewitt of Clayton Utz act as legal advisor in the transaction. Washington H. Soul Pattinson and Company Limited (ASX:SOL) completed the acquisition of remaining 57% stake in Brickworks Limited (ASX:BKW) on September 15, 2025. The last trading day for their shares on the ASX is today, September 15, 2025. Topco Shares will start trading on a deferred settlement basis from September 16, 2025 and on a normal settlement basis from September 24, 2025. Court orders have been lodged with ASIC. Shareholders registered by 7:00 pm Sydney time on September 17, 2025 will receive their Topco Shares on September 22, 2025, with SOL Shareholders getting one Topco Share per Soul Patts share, and BKW Shareholders receiving 0.82 Topco Shares per Brickworks share. The implementation of the Share Schemes is expected on September23, 2025. The timetable is indicative and subject to change, with updates to be announced on the ASX.Upcoming Dividend • Aug 14Upcoming dividend of AU$0.48 per shareEligible shareholders must have bought the stock before 21 August 2025. Payment date: 05 September 2025. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 1.9%. Lower than top quartile of Australian dividend payers (5.7%). Lower than average of industry peers (2.2%).お知らせ • Jun 05Brickworks Limited Proposes Dividend for Fy 2025Brickworks Limited announced that under the Proposed Merger with Washington H. Soul Pattinson and Company Limited, it is expected that Brickworks shareholders would receive a FY25 fully franked Final Dividend equivalent to AUD 0.82 multiplied by the SOL FY25 Final Dividend (expected to be determined after the close of the full financial year) 16 to be paid in the ordinary course or just prior to the Scheme Implementation.Price Target Changed • Jun 03Price target increased by 8.2% to AU$31.11Up from AU$28.76, the current price target is an average from 8 analysts. New target price is 11% below last closing price of AU$34.91. The company is forecast to post earnings per share of AU$0.65 next year compared to a net loss per share of AU$0.87 last year.お知らせ • Jun 02Washington H. Soul Pattinson and Company Limited (ASX:SOL) agreed to acquire remaining 57% stake in Brickworks Limited (ASX:BKW) for AUD 2.6 billion.Washington H. Soul Pattinson and Company Limited (ASX:SOL) agreed to acquire remaining 57% stake in Brickworks Limited (ASX:BKW) for AUD 2.6 billion on June 2, 2025. As per the transaction, Brickworks shareholders will receive a FY25 fully franked final dividend equivalent to 0.82 multiplied by the SOL FY25 final dividend (expected to be determined after the close of the full financial year)16 to be paid in the ordinary course or just prior to the scheme implementation. Soul Patts, Brickworks and new shareholders will own approximately 72%, 19% and 9% of the combined group respectively. The transaction is subject to approval by regulatory board / committee, approval of merger agreement by target board, approval of offer by acquirer shareholders, approval of offer by acquirer board, approval of offer by target shareholders and subject to court approval. The Board of Directors of Brickworks Limited formed a special committee for the transaction. The deal has been unanimously approved by the board. The expected completion of the transaction is second half of 2025. Pitt Capital Partners Limited acted as financial advisor and Ashurst Australia acted as legal advisor to Washington H. Soul Pattinson and Company Limited. Citigroup Global Markets Australia Pty Limited acted as financial advisor and King & Wood Mallesons, Australia Branch acted as legal advisor to Brickworks Limited.分析記事 • May 15Getting In Cheap On Brickworks Limited (ASX:BKW) Is UnlikelyWhen you see that almost half of the companies in the Basic Materials industry in Australia have price-to-sales ratios...新しいナラティブ • May 01Oakdale West And East Projects Will Unlock Rental Value Anticipated growth in property rental income and completion of projects will boost revenue and net margins through new leasing. 分析記事 • Apr 24Investors Could Be Concerned With Brickworks' (ASX:BKW) Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Buy Or Sell Opportunity • Apr 10Now 23% overvaluedOver the last 90 days, the stock has fallen 2.2% to AU$24.71. The fair value is estimated to be AU$20.08, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.分析記事 • Mar 24Brickworks (ASX:BKW) Is Due To Pay A Dividend Of A$0.25Brickworks Limited ( ASX:BKW ) has announced that it will pay a dividend of A$0.25 per share on the 1st of May. This...Declared Dividend • Mar 24First half dividend increased to AU$0.25Dividend of AU$0.25 is 4.2% higher than last year. Ex-date: 8th April 2025 Payment date: 1st May 2025 Dividend yield will be 2.9%, which is higher than the industry average of 2.5%. 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 (202% cash payout ratio). The dividend has increased by an average of 4.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.Reported Earnings • Mar 21First half 2025 earnings released: EPS: AU$0.16 (vs AU$0.38 loss in 1H 2024)First half 2025 results: EPS: AU$0.16 (up from AU$0.38 loss in 1H 2024). Revenue: AU$516.3m (down 5.7% from 1H 2024). Net income: AU$21.3m (up AU$72.8m from 1H 2024). Profit margin: 4.1% (up from net loss in 1H 2024). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Global Basic Materials industry. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.お知らせ • Mar 14Brickworks Limited, Annual General Meeting, Nov 25, 2025Brickworks Limited, Annual General Meeting, Nov 25, 2025.お知らせ • Mar 11+ 1 more updateBrickworks Limited to Report Fiscal Year 2024 Final Results on Mar 20, 2025Brickworks Limited announced that they will report fiscal year 2024 final results at 10:00 AM, AUS Eastern Standard Time on Mar 20, 2025お知らせ • Mar 08Brickworks Limited to Report Fiscal Year 2025 Results on Sep 25, 2025Brickworks Limited announced that they will report fiscal year 2025 results on Sep 25, 2025分析記事 • Mar 06Is Brickworks Limited (ASX:BKW) Expensive For A Reason? A Look At Its Intrinsic ValueKey Insights Using the 2 Stage Free Cash Flow to Equity, Brickworks fair value estimate is AU$19.27 Current share price...分析記事 • Jan 20Be Wary Of Brickworks (ASX:BKW) And Its Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...分析記事 • Jan 03Brickworks Limited's (ASX:BKW) Popularity With Investors Is Under Threat From OverpricingWhen you see that almost half of the companies in the Basic Materials industry in Australia have price-to-sales ratios...分析記事 • Nov 21Is Brickworks Limited (ASX:BKW) Worth AU$26.3 Based On Its Intrinsic Value?Key Insights Brickworks' estimated fair value is AU$20.46 based on 2 Stage Free Cash Flow to Equity Brickworks is...分析記事 • Nov 05Does Brickworks (ASX:BKW) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Upcoming Dividend • Oct 28Upcoming dividend of AU$0.43 per shareEligible shareholders must have bought the stock before 04 November 2024. Payment date: 27 November 2024. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 2.5%. Lower than top quartile of Australian dividend payers (6.0%). Higher than average of industry peers (2.2%).分析記事 • Sep 30Brickworks (ASX:BKW) Has Announced That It Will Be Increasing Its Dividend To A$0.43Brickworks Limited ( ASX:BKW ) has announced that it will be increasing its dividend from last year's comparable...分析記事 • Sep 28Some Investors May Be Worried About Brickworks' (ASX:BKW) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...Declared Dividend • Sep 28Final dividend increased to AU$0.43Dividend of AU$0.43 is 2.4% higher than last year. Ex-date: 4th November 2024 Payment date: 27th November 2024 Dividend yield will be 2.3%, which is lower than the industry average of 2.5%. 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 (349% cash payout ratio). The dividend has increased by an average of 4.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.Reported Earnings • Sep 26Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: AU$0.87 loss per share (down from AU$2.66 profit in FY 2023). Revenue: AU$1.09b (down 7.8% from FY 2023). Net loss: AU$117.2m (down 129% from profit in FY 2023). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 136%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Global Basic Materials industry. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.分析記事 • Sep 12Risks To Shareholder Returns Are Elevated At These Prices For Brickworks Limited (ASX:BKW)When you see that almost half of the companies in the Basic Materials industry in Australia have price-to-sales ratios...分析記事 • Jun 08Brickworks Limited's (ASX:BKW) Share Price Could Signal Some RiskBrickworks Limited's ( ASX:BKW ) price-to-sales (or "P/S") ratio of 3.5x may not look like an appealing investment...分析記事 • May 21Brickworks (ASX:BKW) Will Be Hoping To Turn Its Returns On Capital AroundFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • May 02Is Brickworks (ASX:BKW) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Recent Insider Transactions • Apr 25MD & Executive Director recently sold AU$2.7m worth of stockOn the 24th of April, Lindsay Partridge sold around 100k shares on-market at roughly AU$27.10 per share. This transaction amounted to 40% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Lindsay has been a net seller over the last 12 months, reducing personal holdings by AU$4.1m.Recent Insider Transactions • Apr 14MD & Executive Director recently sold AU$2.0m worth of stockOn the 10th of April, Lindsay Partridge sold around 72k shares on-market at roughly AU$27.61 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Lindsay has been a net seller over the last 12 months, reducing personal holdings by AU$1.4m.Declared Dividend • Mar 24Final dividend increased to AU$0.24Dividend of AU$0.24 is 4.3% higher than last year. Ex-date: 9th April 2024 Payment date: 1st May 2024 Dividend yield will be 2.4%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (24% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 4.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 21% over the next 3 years. However, it would need to fall by 73% to increase the payout ratio to a potentially unsustainable range.Price Target Changed • Mar 22Price target increased by 8.5% to AU$30.48Up from AU$28.08, the current price target is an average from 9 analysts. New target price is 10% above last closing price of AU$27.66. Stock is up 22% over the past year. The company is forecast to post earnings per share of AU$0.10 for next year compared to AU$2.66 last year.Major Estimate Revision • Mar 22Consensus EPS estimates increase by 15%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from AU$1.15b to AU$1.12b. EPS estimate rose from AU$1.81 to AU$2.09. Net income forecast to shrink 21% next year vs 26% growth forecast for Basic Materials industry in Australia . Consensus price target up from AU$28.31 to AU$29.51. Share price fell 8.0% to AU$27.66 over the past week.お知らせ • Mar 21Brickworks Limited, Annual General Meeting, Nov 26, 2024Brickworks Limited, Annual General Meeting, Nov 26, 2024.Major Estimate Revision • Mar 13Consensus EPS estimates increase by 16%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from AU$1.57 to AU$1.81. Revenue forecast steady at AU$1.15b. Net income forecast to shrink 32% next year vs 25% growth forecast for Basic Materials industry in Australia . Consensus price target up from AU$28.08 to AU$28.65. Share price was steady at AU$30.31 over the past week.Buy Or Sell Opportunity • Mar 13Now 21% undervaluedOver the last 90 days, the stock has risen 13% to AU$30.31. The fair value is estimated to be AU$38.50, 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% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 1.9% per annum. Earnings are forecast to decline by 7.3% per annum over the same time period.分析記事 • Feb 15Brickworks Limited's (ASX:BKW) Business And Shares Still Trailing The MarketBrickworks Limited's ( ASX:BKW ) price-to-earnings (or "P/E") ratio of 10.5x might make it look like a buy right now...分析記事 • Jan 28The Returns On Capital At Brickworks (ASX:BKW) Don't Inspire ConfidenceFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Buy Or Sell Opportunity • Jan 23Now 20% undervaluedOver the last 90 days, the stock has risen 13% to AU$28.28. The fair value is estimated to be AU$35.38, 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% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 1.8% per annum. Earnings are forecast to decline by 6.1% per annum over the same time period.分析記事 • Jan 13Brickworks Limited (ASX:BKW) Shares Could Be 22% Below Their Intrinsic Value EstimateKey Insights Using the 2 Stage Free Cash Flow to Equity, Brickworks fair value estimate is AU$35.32 Brickworks is...Major Estimate Revision • Dec 13Consensus EPS estimates increase by 20%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from AU$1.31 to AU$1.56. Revenue forecast steady at AU$1.15b. Net income forecast to shrink 41% next year vs 17% growth forecast for Basic Materials industry in Australia . Consensus price target broadly unchanged at AU$27.59. Share price was steady at AU$25.70 over the past week.分析記事 • Oct 30Is Brickworks (ASX:BKW) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Upcoming Dividend • Oct 24Upcoming dividend of AU$0.42 per share at 2.5% yieldEligible shareholders must have bought the stock before 31 October 2023. Payment date: 22 November 2023. Payout ratio is a comfortable 24% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Australian dividend payers (7.4%). Lower than average of industry peers (2.9%).分析記事 • Oct 12Brickworks (ASX:BKW) Has Announced That It Will Be Increasing Its Dividend To A$0.42Brickworks Limited ( ASX:BKW ) has announced that it will be increasing its dividend from last year's comparable...お知らせ • Sep 28Brickworks Limited Declares Fully Franked Final Dividend, Payable on November 22, 2023The Directors of Brickworks Limited declared a fully franked final dividend of 42 cents per share, an increase of 1 cent on the prior year. This marks the tenth year in a row that dividends have been increased (and 47 years since the last time they were reduced). The record date for the final dividend is 1 November 2023, with payment on 22 November 2023.New Risk • Sep 28New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 34% Last year net profit margin: 80% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 22% per year for the foreseeable future. Minor Risk Profit margins are more than 30% lower than last year (34% net profit margin).お知らせ • Sep 20+ 1 more updateBrickworks Limited to Report Fiscal Year 2024 Results on Sep 26, 2024Brickworks Limited announced that they will report fiscal year 2024 results on Sep 26, 2024分析記事 • Sep 12Investors Could Be Concerned With Brickworks' (ASX:BKW) Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...お知らせ • Aug 26Brickworks Limited to Report First Half, 2024 Results on Mar 21, 2024Brickworks Limited announced that they will report first half, 2024 results on Mar 21, 2024お知らせ • Jul 11Brickworks Limited Announces Appointment of Mark Ellenor as Chief Operating Officer, Effective from 1 August 2023Brickworks Limited announced that from 1 August 2023, Mark Ellenor will be appointed as Chief Operating Officer for the Brickworks Group reporting to the Managing Director Lindsay Partridge. This appointment will take place as part of the Company's carefully planned executive management succession and to ensure that the executive team remains well positioned to deliver on its strategy. Mark has a long history with Brickworks having started with Austral Bricks under its Graduate Program in 1999 progressing to various General Manager roles in Australia including General Manager Austral Bricks and General Manager Bristile Roofing. In 2018 Mark was appointed President Brickworks Building Products North America based in the US and in 2022 was appointed Executive General Manager Building Products for Australia and US. Mark holds a Bachelor of Business and has completed the Stanford Executive Program. The appointment of Mark as COO follows a period of Board renewal over the past few years with the retirement and appointment of three new non-executive directors to ensure the company maintains the right balance of skills, experience, independence and tenure amongst its directors.分析記事 • Jun 08The Returns On Capital At Brickworks (ASX:BKW) Don't Inspire ConfidenceIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • May 01Brickworks (ASX:BKW) Has A Somewhat Strained Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Upcoming Dividend • Mar 30Upcoming dividend of AU$0.23 per share at 2.8% yieldEligible shareholders must have bought the stock before 06 April 2023. Payment date: 02 May 2023. Payout ratio is a comfortable 15% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Australian dividend payers (7.2%). In line with average of industry peers (3.1%).分析記事 • Mar 26Brickworks (ASX:BKW) Is Paying Out A Larger Dividend Than Last YearBrickworks Limited ( ASX:BKW ) will increase its dividend on the 2nd of May to A$0.23, which is 4.5% higher than last...分析記事 • Feb 07Here's Why We Think Brickworks (ASX:BKW) Might Deserve Your Attention TodayThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Board Change • Feb 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. 2 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Joel Fitzgibbon was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.分析記事 • Jan 20Some Investors May Be Worried About Brickworks' (ASX:BKW) Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Major Estimate Revision • Dec 16Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate increased from AU$1.80 to AU$2.04. Revenue forecast steady at AU$1.14b. Net income forecast to shrink 67% next year vs 5.0% decline forecast for Basic Materials industry in Australia. Consensus price target broadly unchanged at AU$25.00. Share price rose 2.5% to AU$22.59 over the past week.お知らせ • Nov 21Brickworks Limited Announces Board ChangesFollowing a thorough, independent search process using the services of Korn Ferry, Brickworks Limited announced the appointment of Joel Fitzgibbon, as an independent non-executive Director to the Brickworks Board, with effect from 1 January 2023. Joel has extensive government experience having served in the House of Representatives from 1996 to 2022, representing the New South Wales seat of Hunter. He served as Minister for Defence in 2007-2009, Minister for Agriculture, Fisheries and Forestry in 2013 and was Chief Government Whip in the House of Representatives from 2010-2013. Joel Fitzgibbon holds a Graduate Certificate in Business Administration and is a graduate of the AICD Program. Mr. Fitzgibbon will serve as a member of the Board's Audit and Risk Committee, the Remuneration Committee and Nomination Committee. The appointment of Joel to the Board maintains the number of directors at seven following the retirement of Robert Webster at this year's AGM.Board Change • Nov 16Insufficient 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. 1 experienced director. 5 highly experienced directors. Independent Non-Executive Director Robyn Stubbs was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.分析記事 • Nov 03Here's Why Brickworks (ASX:BKW) Has Caught The Eye Of InvestorsThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...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. 1 experienced director. 5 highly experienced directors. Independent Non-Executive Director Robyn Stubbs was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Oct 25Upcoming dividend of AU$0.41 per shareEligible shareholders must have bought the stock before 01 November 2022. Payment date: 23 November 2022. Payout ratio is a comfortable 11% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Australian dividend payers (7.3%). Lower than average of industry peers (3.9%).分析記事 • Oct 04Here's Why Brickworks (ASX:BKW) Has A Meaningful Debt BurdenSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Recent Insider Transactions Derivative • Oct 01MD & Executive Director exercised options and sold AU$1.0m worth of stockOn the 30th of September, Lindsay Partridge exercised 75k options at a strike price of around AU$21.32 and sold these shares for an average price of AU$13.64 per share. This trade did not impact their existing holding. For the year to July 2016, Lindsay's total compensation was 44% salary and 56% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2021, Lindsay has owned 194.71k shares directly. Company insiders have collectively sold AU$655k more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Oct 01MD & Executive Director recently bought AU$719k worth of stockOn the 30th of September, Lindsay Partridge bought around 34k shares on-market at roughly AU$21.37 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Lindsay has been a buyer over the last 12 months, purchasing a net total of AU$128k worth in shares.お知らせ • Sep 22+ 1 more updateBrickworks Limited to Report Fiscal Year 2023 Results on Sep 21, 2023Brickworks Limited announced that they will report fiscal year 2023 results on Sep 21, 2023お知らせ • Sep 21+ 1 more updateBrickworks Limited, Annual General Meeting, Nov 22, 2022Brickworks Limited, Annual General Meeting, Nov 22, 2022. Location: The Establishment, Level 2, 252 George Street Sydney Sydney Nsw 2000 Australia分析記事 • Sep 09Returns On Capital At Brickworks (ASX:BKW) Paint A Concerning PictureTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...お知らせ • Aug 29Brickworks Limited Announces Executive ChangesBrickworks Limited announced that Robert Bakewell will leave his position as Chief Financial Officer of Brickworks on 28 February 2023 after 6 months notice to pursue other interests and opportunities. He will be replaced by Grant Douglas. Brickworks Managing Director, noted the contribution Mr. Bakewell has made since joining the Company in 2016. Grant Douglas is a Chartered Accountant with international experience in both public practice and with Brickworks. He spent 14 years in the Audit & Assurance practice of Deloitte, working in Zimbabwe, USA and Australia, focused on both Australian and US listed multinational businesses. Grant joined Brickworks in 2011 and has held various senior finance roles, including General Manager - Finance, Executive Vice President Finance for Brickworks North America and most recently as Group Vice President of Finance for the Building Products business across Australia and North America. Grant played a key role in the establishment and growth of the North American business, driving the merger and acquisition activity in the US having relocated to North America with the initial acquisition of Glen-Gery in 2018. He played a key role in the integration and subsequent rationalization of the business in the US and established a North American corporate office to support the growing business. Grant transferred back to Australia early in 2022. Grant is a Graduate of the Australian Institute of Company Directors (GAICD). He completed the Stanford Strategic Financial Leadership Program in 2016. The Board welcomes Grant's appointment as CFO and considers his skills and experience ideally suited to support the Company moving forward. Grant will deliver the Company's fiscal year 2022 results with the Managing Director.分析記事 • Aug 28Should You Investigate Brickworks Limited (ASX:BKW) At AU$21.23?While Brickworks Limited ( ASX:BKW ) might not be the most widely known stock at the moment, it received a lot of...分析記事 • Jul 29A Look At The Intrinsic Value Of Brickworks Limited (ASX:BKW)In this article we are going to estimate the intrinsic value of Brickworks Limited ( ASX:BKW ) by taking the expected...Major Estimate Revision • Jul 25Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from AU$1.10b to AU$1.13b. EPS estimate increased from AU$4.43 to AU$4.99 per share. Net income forecast to shrink 29% next year vs 5.2% decline forecast for Basic Materials industry in Australia. Consensus price target broadly unchanged at AU$24.06. Share price rose 3.1% to AU$19.70 over the past week.分析記事 • Jun 29If EPS Growth Is Important To You, Brickworks (ASX:BKW) Presents An OpportunityInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...分析記事 • Jun 02These 4 Measures Indicate That Brickworks (ASX:BKW) Is Using Debt ExtensivelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...分析記事 • May 19Returns On Capital Signal Tricky Times Ahead For Brickworks (ASX:BKW)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...Recent Insider Transactions • May 07Deputy Chairman recently bought AU$233k worth of stockOn the 3rd of May, Michael Millner bought around 10k shares on-market at roughly AU$23.31 per share. This was the largest purchase by an insider in the last 3 months. This was Michael's only on-market trade for the last 12 months.Upcoming Dividend • Apr 04Upcoming dividend of AU$0.22 per shareEligible shareholders must have bought the stock before 11 April 2022. Payment date: 03 May 2022. Payout ratio is a comfortable 13% but the company is paying out more than the cash it is generating. Trailing yield: 2.6%. Lower than top quartile of Australian dividend payers (5.7%). Lower than average of industry peers (3.5%).Major Estimate Revision • Mar 30Consensus EPS estimates increase by 70%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from AU$1.08b to AU$1.10b. EPS estimate increased from AU$2.81 to AU$4.79 per share. Net income forecast to shrink 34% next year vs 6.4% decline forecast for Basic Materials industry in Australia. Consensus price target broadly unchanged at AU$24.55. Share price rose 12% to AU$24.38 over the past week.分析記事 • Mar 27Brickworks (ASX:BKW) Is Increasing Its Dividend To AU$0.22Brickworks Limited's ( ASX:BKW ) dividend will be increasing to AU$0.22 on 3rd of May. Despite this raise, the dividend...分析記事 • Mar 27With EPS Growth And More, Brickworks (ASX:BKW) Is InterestingFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • Feb 11Is Brickworks Limited (ASX:BKW) Worth AU$22.1 Based On Its Intrinsic Value?In this article we are going to estimate the intrinsic value of Brickworks Limited ( ASX:BKW ) by taking the forecast...Major Estimate Revision • Feb 04Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from AU$2.14 to AU$2.36. Revenue forecast unchanged at AU$1.07b. Net income forecast to grow 30% next year vs 31% growth forecast for Basic Materials industry in Australia. Consensus price target down from AU$26.72 to AU$25.95. Share price was steady at AU$22.72 over the past week.分析記事 • Jan 14Brickworks (ASX:BKW) Will Be Hoping To Turn Its Returns On Capital AroundWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...分析記事 • Dec 29Here's Why Brickworks (ASX:BKW) Has A Meaningful Debt BurdenWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Major Estimate Revision • Dec 14Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from AU$1.38 to AU$1.15 per share. Revenue forecast steady at AU$1.07b. Net income forecast to shrink 26% next year vs 13% growth forecast for Basic Materials industry in Australia . Consensus price target up from AU$25.83 to AU$26.42. Share price rose 3.1% to AU$24.48 over the past week.Recent Insider Transactions • Dec 02MD & Executive Director recently sold AU$592k worth of stockOn the 24th of November, Lindsay Partridge sold around 25k shares on-market at roughly AU$23.66 per share. This was the largest sale by an insider in the last 3 months. Lindsay has been a seller over the last 12 months, reducing personal holdings by AU$489k.分析記事 • Nov 16Increases to Brickworks Limited's (ASX:BKW) CEO Compensation Might Cool off for nowPerformance at Brickworks Limited ( ASX:BKW ) has been reasonably good and CEO Lindsay Partridge has done a decent job...Upcoming Dividend • Oct 26Upcoming dividend of AU$0.40 per shareEligible shareholders must have bought the stock before 02 November 2021. Payment date: 24 November 2021. Trailing yield: 2.5%. Lower than top quartile of Australian dividend payers (5.3%). Lower than average of industry peers (3.0%).Recent Insider Transactions • Sep 30MD & Executive Director recently sold AU$411k worth of stockOn the 24th of September, Lindsay Partridge sold around 16k shares on-market at roughly AU$25.70 per share. This was the largest sale by an insider in the last 3 months. Despite the recent sale, Lindsay has been a buyer over the last 12 months, purchasing a net total of AU$102k worth of shares.分析記事 • Sep 24Does Brickworks (ASX:BKW) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Sep 23Full year 2021 earnings released: EPS AU$1.59 (vs AU$2.10 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$890.3m (down 6.6% from FY 2020). Net income: AU$240.2m (down 24% from FY 2020). Profit margin: 27% (down from 33% in FY 2020). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 13% per year.分析記事 • Aug 24Some Investors May Be Worried About Brickworks' (ASX:BKW) Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...株主還元BKWAU Basic MaterialsAU 市場7D0%-4.1%-1.7%1Y15.8%2.2%1.0%株主還元を見る業界別リターン: BKW過去 1 年間で2.2 % の収益を上げたAustralian Basic Materials業界を上回りました。リターン対市場: BKW過去 1 年間で1 % の収益を上げたAustralian市場を上回りました。価格変動Is BKW's price volatile compared to industry and market?BKW volatilityBKW Average Weekly Movement3.2%Basic Materials Industry Average Movement5.5%Market Average Movement10.5%10% most volatile stocks in AU Market17.4%10% least volatile stocks in AU Market4.4%安定した株価: BKW 、 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: BKWの 週次ボラティリティ ( 3% ) 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19301,803Mark Ellenorwww.brickworks.com.auブリックワークス・リミテッドは、オーストラリアと北米の住宅・商業市場向け建築製品の製造、販売、流通に従事している。同社はオーストラリア建築用製品事業、北米建築用製品事業、不動産事業、投資事業を通じて事業を展開している。同社の建築用製品は、ガラス固化粘土およびコンクリート製品のほか、粘土レンガおよびペイバー、石積みブロック、擁壁、舗装、コンクリートおよびテラコッタ屋根瓦、特殊建築システム、セメント、木材バテンで構成されている。同社はまた、不動産の販売や不動産信託への投資も行っている。ブリックワークス・リミテッドは1930年に設立され、オーストラリアのホースリー・パークに本社を置く。2025年9月15日現在、ブリックワークス・リミテッドはワシントン・H・ソウル・パティンソン・アンド・カンパニー・リミテッドの子会社として営業している。もっと見るBrickworks Limited 基礎のまとめBrickworks の収益と売上を時価総額と比較するとどうか。BKW 基礎統計学時価総額AU$5.04b収益(TTM)-AU$44.47m売上高(TTM)AU$1.06b4.8xP/Sレシオ-113.3xPER(株価収益率BKW 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BKW 損益計算書(TTM)収益AU$1.06b売上原価AU$742.82m売上総利益AU$315.44mその他の費用AU$359.91m収益-AU$44.47m直近の収益報告Jan 31, 2025次回決算日該当なし一株当たり利益(EPS)-0.29グロス・マージン29.81%純利益率-4.20%有利子負債/自己資本比率23.5%BKW 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2.2%現在の配当利回り-207%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2025/09/25 15:46終値2025/09/15 00:00収益2025/01/31年間収益2024/07/31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Brickworks Limited 4 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。4 アナリスト機関Suraj NebhaniCitigroup IncLee PowerDeutsche BankPeter SteynMacquarie Research1 その他のアナリストを表示
ナラティブの更新 • Sep 25Oakdale West And East Projects Will Unlock Rental ValueThe slight reduction in Brickworks' consensus price target to A$31.19 primarily reflects modestly lower revenue growth forecasts. What's in the News Washington H.
お知らせ • Sep 15Washington H. Soul Pattinson and Company Limited (ASX:SOL) acquired remaining 57% stake in Brickworks Limited (ASX:BKW).Washington H. Soul Pattinson and Company Limited (ASX:SOL) agreed to acquire remaining 57% stake in Brickworks Limited (ASX:BKW) for AUD 2.6 billion on June 2, 2025. As per the transaction, Brickworks shareholders will receive a FY25 fully franked final dividend equivalent to 0.82 multiplied by the SOL FY25 final dividend (expected to be determined after the close of the full financial year)16 to be paid in the ordinary course or just prior to the scheme implementation. Soul Patts, Brickworks and new shareholders will own approximately 72%, 19% and 9% of the combined group respectively. The proposed merger will result in a new listed company Topco. The transaction is subject to approval by regulatory board / committee, approval of merger agreement by target board, approval of offer by acquirer shareholders, approval of offer by acquirer board, approval of offer by target shareholders and subject to court approval. The Board of Directors of Brickworks Limited formed a special committee for the transaction. The deal has been unanimously approved by the board. The expected completion of the transaction is second half of 2025. As of September 10, 2025 Washington H. Soul Pattinson and Company Limited and Brickworks Limited shareholder approved the deal. As of September 12, 2025 the transaction has been approved by the court Supreme Court of New South Wales. Pitt Capital Partners Limited acted as financial advisor and Bruce Macdonald, Greg Golding, Andrew Kim, Con Tzerefos, and Patricia Paton of Ashurst Australia acted as legal advisor to Washington H. Soul Pattinson and Company Limited. Citigroup Global Markets Australia Pty Limited acted as financial advisor and David Friedlander, Judith Taylor, Robert Kelly and Daniel Natale of King & Wood Mallesons, Australia Branch acted as legal advisor to Brickworks Limited. Rory Moriarty, Rod Halstead, Kimberley Bruce, Samuel Pullin and Joshua Hewitt of Clayton Utz act as legal advisor in the transaction. Washington H. Soul Pattinson and Company Limited (ASX:SOL) completed the acquisition of remaining 57% stake in Brickworks Limited (ASX:BKW) on September 15, 2025. The last trading day for their shares on the ASX is today, September 15, 2025. Topco Shares will start trading on a deferred settlement basis from September 16, 2025 and on a normal settlement basis from September 24, 2025. Court orders have been lodged with ASIC. Shareholders registered by 7:00 pm Sydney time on September 17, 2025 will receive their Topco Shares on September 22, 2025, with SOL Shareholders getting one Topco Share per Soul Patts share, and BKW Shareholders receiving 0.82 Topco Shares per Brickworks share. The implementation of the Share Schemes is expected on September23, 2025. The timetable is indicative and subject to change, with updates to be announced on the ASX.
Upcoming Dividend • Aug 14Upcoming dividend of AU$0.48 per shareEligible shareholders must have bought the stock before 21 August 2025. Payment date: 05 September 2025. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 1.9%. Lower than top quartile of Australian dividend payers (5.7%). Lower than average of industry peers (2.2%).
お知らせ • Jun 05Brickworks Limited Proposes Dividend for Fy 2025Brickworks Limited announced that under the Proposed Merger with Washington H. Soul Pattinson and Company Limited, it is expected that Brickworks shareholders would receive a FY25 fully franked Final Dividend equivalent to AUD 0.82 multiplied by the SOL FY25 Final Dividend (expected to be determined after the close of the full financial year) 16 to be paid in the ordinary course or just prior to the Scheme Implementation.
Price Target Changed • Jun 03Price target increased by 8.2% to AU$31.11Up from AU$28.76, the current price target is an average from 8 analysts. New target price is 11% below last closing price of AU$34.91. The company is forecast to post earnings per share of AU$0.65 next year compared to a net loss per share of AU$0.87 last year.
お知らせ • Jun 02Washington H. Soul Pattinson and Company Limited (ASX:SOL) agreed to acquire remaining 57% stake in Brickworks Limited (ASX:BKW) for AUD 2.6 billion.Washington H. Soul Pattinson and Company Limited (ASX:SOL) agreed to acquire remaining 57% stake in Brickworks Limited (ASX:BKW) for AUD 2.6 billion on June 2, 2025. As per the transaction, Brickworks shareholders will receive a FY25 fully franked final dividend equivalent to 0.82 multiplied by the SOL FY25 final dividend (expected to be determined after the close of the full financial year)16 to be paid in the ordinary course or just prior to the scheme implementation. Soul Patts, Brickworks and new shareholders will own approximately 72%, 19% and 9% of the combined group respectively. The transaction is subject to approval by regulatory board / committee, approval of merger agreement by target board, approval of offer by acquirer shareholders, approval of offer by acquirer board, approval of offer by target shareholders and subject to court approval. The Board of Directors of Brickworks Limited formed a special committee for the transaction. The deal has been unanimously approved by the board. The expected completion of the transaction is second half of 2025. Pitt Capital Partners Limited acted as financial advisor and Ashurst Australia acted as legal advisor to Washington H. Soul Pattinson and Company Limited. Citigroup Global Markets Australia Pty Limited acted as financial advisor and King & Wood Mallesons, Australia Branch acted as legal advisor to Brickworks Limited.
ナラティブの更新 • Sep 25Oakdale West And East Projects Will Unlock Rental ValueThe slight reduction in Brickworks' consensus price target to A$31.19 primarily reflects modestly lower revenue growth forecasts. What's in the News Washington H.
お知らせ • Sep 15Washington H. Soul Pattinson and Company Limited (ASX:SOL) acquired remaining 57% stake in Brickworks Limited (ASX:BKW).Washington H. Soul Pattinson and Company Limited (ASX:SOL) agreed to acquire remaining 57% stake in Brickworks Limited (ASX:BKW) for AUD 2.6 billion on June 2, 2025. As per the transaction, Brickworks shareholders will receive a FY25 fully franked final dividend equivalent to 0.82 multiplied by the SOL FY25 final dividend (expected to be determined after the close of the full financial year)16 to be paid in the ordinary course or just prior to the scheme implementation. Soul Patts, Brickworks and new shareholders will own approximately 72%, 19% and 9% of the combined group respectively. The proposed merger will result in a new listed company Topco. The transaction is subject to approval by regulatory board / committee, approval of merger agreement by target board, approval of offer by acquirer shareholders, approval of offer by acquirer board, approval of offer by target shareholders and subject to court approval. The Board of Directors of Brickworks Limited formed a special committee for the transaction. The deal has been unanimously approved by the board. The expected completion of the transaction is second half of 2025. As of September 10, 2025 Washington H. Soul Pattinson and Company Limited and Brickworks Limited shareholder approved the deal. As of September 12, 2025 the transaction has been approved by the court Supreme Court of New South Wales. Pitt Capital Partners Limited acted as financial advisor and Bruce Macdonald, Greg Golding, Andrew Kim, Con Tzerefos, and Patricia Paton of Ashurst Australia acted as legal advisor to Washington H. Soul Pattinson and Company Limited. Citigroup Global Markets Australia Pty Limited acted as financial advisor and David Friedlander, Judith Taylor, Robert Kelly and Daniel Natale of King & Wood Mallesons, Australia Branch acted as legal advisor to Brickworks Limited. Rory Moriarty, Rod Halstead, Kimberley Bruce, Samuel Pullin and Joshua Hewitt of Clayton Utz act as legal advisor in the transaction. Washington H. Soul Pattinson and Company Limited (ASX:SOL) completed the acquisition of remaining 57% stake in Brickworks Limited (ASX:BKW) on September 15, 2025. The last trading day for their shares on the ASX is today, September 15, 2025. Topco Shares will start trading on a deferred settlement basis from September 16, 2025 and on a normal settlement basis from September 24, 2025. Court orders have been lodged with ASIC. Shareholders registered by 7:00 pm Sydney time on September 17, 2025 will receive their Topco Shares on September 22, 2025, with SOL Shareholders getting one Topco Share per Soul Patts share, and BKW Shareholders receiving 0.82 Topco Shares per Brickworks share. The implementation of the Share Schemes is expected on September23, 2025. The timetable is indicative and subject to change, with updates to be announced on the ASX.
Upcoming Dividend • Aug 14Upcoming dividend of AU$0.48 per shareEligible shareholders must have bought the stock before 21 August 2025. Payment date: 05 September 2025. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 1.9%. Lower than top quartile of Australian dividend payers (5.7%). Lower than average of industry peers (2.2%).
お知らせ • Jun 05Brickworks Limited Proposes Dividend for Fy 2025Brickworks Limited announced that under the Proposed Merger with Washington H. Soul Pattinson and Company Limited, it is expected that Brickworks shareholders would receive a FY25 fully franked Final Dividend equivalent to AUD 0.82 multiplied by the SOL FY25 Final Dividend (expected to be determined after the close of the full financial year) 16 to be paid in the ordinary course or just prior to the Scheme Implementation.
Price Target Changed • Jun 03Price target increased by 8.2% to AU$31.11Up from AU$28.76, the current price target is an average from 8 analysts. New target price is 11% below last closing price of AU$34.91. The company is forecast to post earnings per share of AU$0.65 next year compared to a net loss per share of AU$0.87 last year.
お知らせ • Jun 02Washington H. Soul Pattinson and Company Limited (ASX:SOL) agreed to acquire remaining 57% stake in Brickworks Limited (ASX:BKW) for AUD 2.6 billion.Washington H. Soul Pattinson and Company Limited (ASX:SOL) agreed to acquire remaining 57% stake in Brickworks Limited (ASX:BKW) for AUD 2.6 billion on June 2, 2025. As per the transaction, Brickworks shareholders will receive a FY25 fully franked final dividend equivalent to 0.82 multiplied by the SOL FY25 final dividend (expected to be determined after the close of the full financial year)16 to be paid in the ordinary course or just prior to the scheme implementation. Soul Patts, Brickworks and new shareholders will own approximately 72%, 19% and 9% of the combined group respectively. The transaction is subject to approval by regulatory board / committee, approval of merger agreement by target board, approval of offer by acquirer shareholders, approval of offer by acquirer board, approval of offer by target shareholders and subject to court approval. The Board of Directors of Brickworks Limited formed a special committee for the transaction. The deal has been unanimously approved by the board. The expected completion of the transaction is second half of 2025. Pitt Capital Partners Limited acted as financial advisor and Ashurst Australia acted as legal advisor to Washington H. Soul Pattinson and Company Limited. Citigroup Global Markets Australia Pty Limited acted as financial advisor and King & Wood Mallesons, Australia Branch acted as legal advisor to Brickworks Limited.
分析記事 • May 15Getting In Cheap On Brickworks Limited (ASX:BKW) Is UnlikelyWhen you see that almost half of the companies in the Basic Materials industry in Australia have price-to-sales ratios...
新しいナラティブ • May 01Oakdale West And East Projects Will Unlock Rental Value Anticipated growth in property rental income and completion of projects will boost revenue and net margins through new leasing.
分析記事 • Apr 24Investors Could Be Concerned With Brickworks' (ASX:BKW) Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Buy Or Sell Opportunity • Apr 10Now 23% overvaluedOver the last 90 days, the stock has fallen 2.2% to AU$24.71. The fair value is estimated to be AU$20.08, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
分析記事 • Mar 24Brickworks (ASX:BKW) Is Due To Pay A Dividend Of A$0.25Brickworks Limited ( ASX:BKW ) has announced that it will pay a dividend of A$0.25 per share on the 1st of May. This...
Declared Dividend • Mar 24First half dividend increased to AU$0.25Dividend of AU$0.25 is 4.2% higher than last year. Ex-date: 8th April 2025 Payment date: 1st May 2025 Dividend yield will be 2.9%, which is higher than the industry average of 2.5%. 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 (202% cash payout ratio). The dividend has increased by an average of 4.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.
Reported Earnings • Mar 21First half 2025 earnings released: EPS: AU$0.16 (vs AU$0.38 loss in 1H 2024)First half 2025 results: EPS: AU$0.16 (up from AU$0.38 loss in 1H 2024). Revenue: AU$516.3m (down 5.7% from 1H 2024). Net income: AU$21.3m (up AU$72.8m from 1H 2024). Profit margin: 4.1% (up from net loss in 1H 2024). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Global Basic Materials industry. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 14Brickworks Limited, Annual General Meeting, Nov 25, 2025Brickworks Limited, Annual General Meeting, Nov 25, 2025.
お知らせ • Mar 11+ 1 more updateBrickworks Limited to Report Fiscal Year 2024 Final Results on Mar 20, 2025Brickworks Limited announced that they will report fiscal year 2024 final results at 10:00 AM, AUS Eastern Standard Time on Mar 20, 2025
お知らせ • Mar 08Brickworks Limited to Report Fiscal Year 2025 Results on Sep 25, 2025Brickworks Limited announced that they will report fiscal year 2025 results on Sep 25, 2025
分析記事 • Mar 06Is Brickworks Limited (ASX:BKW) Expensive For A Reason? A Look At Its Intrinsic ValueKey Insights Using the 2 Stage Free Cash Flow to Equity, Brickworks fair value estimate is AU$19.27 Current share price...
分析記事 • Jan 20Be Wary Of Brickworks (ASX:BKW) And Its Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
分析記事 • Jan 03Brickworks Limited's (ASX:BKW) Popularity With Investors Is Under Threat From OverpricingWhen you see that almost half of the companies in the Basic Materials industry in Australia have price-to-sales ratios...
分析記事 • Nov 21Is Brickworks Limited (ASX:BKW) Worth AU$26.3 Based On Its Intrinsic Value?Key Insights Brickworks' estimated fair value is AU$20.46 based on 2 Stage Free Cash Flow to Equity Brickworks is...
分析記事 • Nov 05Does Brickworks (ASX:BKW) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Upcoming Dividend • Oct 28Upcoming dividend of AU$0.43 per shareEligible shareholders must have bought the stock before 04 November 2024. Payment date: 27 November 2024. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 2.5%. Lower than top quartile of Australian dividend payers (6.0%). Higher than average of industry peers (2.2%).
分析記事 • Sep 30Brickworks (ASX:BKW) Has Announced That It Will Be Increasing Its Dividend To A$0.43Brickworks Limited ( ASX:BKW ) has announced that it will be increasing its dividend from last year's comparable...
分析記事 • Sep 28Some Investors May Be Worried About Brickworks' (ASX:BKW) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
Declared Dividend • Sep 28Final dividend increased to AU$0.43Dividend of AU$0.43 is 2.4% higher than last year. Ex-date: 4th November 2024 Payment date: 27th November 2024 Dividend yield will be 2.3%, which is lower than the industry average of 2.5%. 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 (349% cash payout ratio). The dividend has increased by an average of 4.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.
Reported Earnings • Sep 26Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: AU$0.87 loss per share (down from AU$2.66 profit in FY 2023). Revenue: AU$1.09b (down 7.8% from FY 2023). Net loss: AU$117.2m (down 129% from profit in FY 2023). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 136%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Global Basic Materials industry. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
分析記事 • Sep 12Risks To Shareholder Returns Are Elevated At These Prices For Brickworks Limited (ASX:BKW)When you see that almost half of the companies in the Basic Materials industry in Australia have price-to-sales ratios...
分析記事 • Jun 08Brickworks Limited's (ASX:BKW) Share Price Could Signal Some RiskBrickworks Limited's ( ASX:BKW ) price-to-sales (or "P/S") ratio of 3.5x may not look like an appealing investment...
分析記事 • May 21Brickworks (ASX:BKW) Will Be Hoping To Turn Its Returns On Capital AroundFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • May 02Is Brickworks (ASX:BKW) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Recent Insider Transactions • Apr 25MD & Executive Director recently sold AU$2.7m worth of stockOn the 24th of April, Lindsay Partridge sold around 100k shares on-market at roughly AU$27.10 per share. This transaction amounted to 40% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Lindsay has been a net seller over the last 12 months, reducing personal holdings by AU$4.1m.
Recent Insider Transactions • Apr 14MD & Executive Director recently sold AU$2.0m worth of stockOn the 10th of April, Lindsay Partridge sold around 72k shares on-market at roughly AU$27.61 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Lindsay has been a net seller over the last 12 months, reducing personal holdings by AU$1.4m.
Declared Dividend • Mar 24Final dividend increased to AU$0.24Dividend of AU$0.24 is 4.3% higher than last year. Ex-date: 9th April 2024 Payment date: 1st May 2024 Dividend yield will be 2.4%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (24% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 4.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 21% over the next 3 years. However, it would need to fall by 73% to increase the payout ratio to a potentially unsustainable range.
Price Target Changed • Mar 22Price target increased by 8.5% to AU$30.48Up from AU$28.08, the current price target is an average from 9 analysts. New target price is 10% above last closing price of AU$27.66. Stock is up 22% over the past year. The company is forecast to post earnings per share of AU$0.10 for next year compared to AU$2.66 last year.
Major Estimate Revision • Mar 22Consensus EPS estimates increase by 15%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from AU$1.15b to AU$1.12b. EPS estimate rose from AU$1.81 to AU$2.09. Net income forecast to shrink 21% next year vs 26% growth forecast for Basic Materials industry in Australia . Consensus price target up from AU$28.31 to AU$29.51. Share price fell 8.0% to AU$27.66 over the past week.
お知らせ • Mar 21Brickworks Limited, Annual General Meeting, Nov 26, 2024Brickworks Limited, Annual General Meeting, Nov 26, 2024.
Major Estimate Revision • Mar 13Consensus EPS estimates increase by 16%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from AU$1.57 to AU$1.81. Revenue forecast steady at AU$1.15b. Net income forecast to shrink 32% next year vs 25% growth forecast for Basic Materials industry in Australia . Consensus price target up from AU$28.08 to AU$28.65. Share price was steady at AU$30.31 over the past week.
Buy Or Sell Opportunity • Mar 13Now 21% undervaluedOver the last 90 days, the stock has risen 13% to AU$30.31. The fair value is estimated to be AU$38.50, 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% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 1.9% per annum. Earnings are forecast to decline by 7.3% per annum over the same time period.
分析記事 • Feb 15Brickworks Limited's (ASX:BKW) Business And Shares Still Trailing The MarketBrickworks Limited's ( ASX:BKW ) price-to-earnings (or "P/E") ratio of 10.5x might make it look like a buy right now...
分析記事 • Jan 28The Returns On Capital At Brickworks (ASX:BKW) Don't Inspire ConfidenceFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Buy Or Sell Opportunity • Jan 23Now 20% undervaluedOver the last 90 days, the stock has risen 13% to AU$28.28. The fair value is estimated to be AU$35.38, 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% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 1.8% per annum. Earnings are forecast to decline by 6.1% per annum over the same time period.
分析記事 • Jan 13Brickworks Limited (ASX:BKW) Shares Could Be 22% Below Their Intrinsic Value EstimateKey Insights Using the 2 Stage Free Cash Flow to Equity, Brickworks fair value estimate is AU$35.32 Brickworks is...
Major Estimate Revision • Dec 13Consensus EPS estimates increase by 20%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from AU$1.31 to AU$1.56. Revenue forecast steady at AU$1.15b. Net income forecast to shrink 41% next year vs 17% growth forecast for Basic Materials industry in Australia . Consensus price target broadly unchanged at AU$27.59. Share price was steady at AU$25.70 over the past week.
分析記事 • Oct 30Is Brickworks (ASX:BKW) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Upcoming Dividend • Oct 24Upcoming dividend of AU$0.42 per share at 2.5% yieldEligible shareholders must have bought the stock before 31 October 2023. Payment date: 22 November 2023. Payout ratio is a comfortable 24% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Australian dividend payers (7.4%). Lower than average of industry peers (2.9%).
分析記事 • Oct 12Brickworks (ASX:BKW) Has Announced That It Will Be Increasing Its Dividend To A$0.42Brickworks Limited ( ASX:BKW ) has announced that it will be increasing its dividend from last year's comparable...
お知らせ • Sep 28Brickworks Limited Declares Fully Franked Final Dividend, Payable on November 22, 2023The Directors of Brickworks Limited declared a fully franked final dividend of 42 cents per share, an increase of 1 cent on the prior year. This marks the tenth year in a row that dividends have been increased (and 47 years since the last time they were reduced). The record date for the final dividend is 1 November 2023, with payment on 22 November 2023.
New Risk • Sep 28New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 34% Last year net profit margin: 80% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 22% per year for the foreseeable future. Minor Risk Profit margins are more than 30% lower than last year (34% net profit margin).
お知らせ • Sep 20+ 1 more updateBrickworks Limited to Report Fiscal Year 2024 Results on Sep 26, 2024Brickworks Limited announced that they will report fiscal year 2024 results on Sep 26, 2024
分析記事 • Sep 12Investors Could Be Concerned With Brickworks' (ASX:BKW) Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
お知らせ • Aug 26Brickworks Limited to Report First Half, 2024 Results on Mar 21, 2024Brickworks Limited announced that they will report first half, 2024 results on Mar 21, 2024
お知らせ • Jul 11Brickworks Limited Announces Appointment of Mark Ellenor as Chief Operating Officer, Effective from 1 August 2023Brickworks Limited announced that from 1 August 2023, Mark Ellenor will be appointed as Chief Operating Officer for the Brickworks Group reporting to the Managing Director Lindsay Partridge. This appointment will take place as part of the Company's carefully planned executive management succession and to ensure that the executive team remains well positioned to deliver on its strategy. Mark has a long history with Brickworks having started with Austral Bricks under its Graduate Program in 1999 progressing to various General Manager roles in Australia including General Manager Austral Bricks and General Manager Bristile Roofing. In 2018 Mark was appointed President Brickworks Building Products North America based in the US and in 2022 was appointed Executive General Manager Building Products for Australia and US. Mark holds a Bachelor of Business and has completed the Stanford Executive Program. The appointment of Mark as COO follows a period of Board renewal over the past few years with the retirement and appointment of three new non-executive directors to ensure the company maintains the right balance of skills, experience, independence and tenure amongst its directors.
分析記事 • Jun 08The Returns On Capital At Brickworks (ASX:BKW) Don't Inspire ConfidenceIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 • May 01Brickworks (ASX:BKW) Has A Somewhat Strained Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Upcoming Dividend • Mar 30Upcoming dividend of AU$0.23 per share at 2.8% yieldEligible shareholders must have bought the stock before 06 April 2023. Payment date: 02 May 2023. Payout ratio is a comfortable 15% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Australian dividend payers (7.2%). In line with average of industry peers (3.1%).
分析記事 • Mar 26Brickworks (ASX:BKW) Is Paying Out A Larger Dividend Than Last YearBrickworks Limited ( ASX:BKW ) will increase its dividend on the 2nd of May to A$0.23, which is 4.5% higher than last...
分析記事 • Feb 07Here's Why We Think Brickworks (ASX:BKW) Might Deserve Your Attention TodayThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Board Change • Feb 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. 2 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Joel Fitzgibbon was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
分析記事 • Jan 20Some Investors May Be Worried About Brickworks' (ASX:BKW) Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Major Estimate Revision • Dec 16Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate increased from AU$1.80 to AU$2.04. Revenue forecast steady at AU$1.14b. Net income forecast to shrink 67% next year vs 5.0% decline forecast for Basic Materials industry in Australia. Consensus price target broadly unchanged at AU$25.00. Share price rose 2.5% to AU$22.59 over the past week.
お知らせ • Nov 21Brickworks Limited Announces Board ChangesFollowing a thorough, independent search process using the services of Korn Ferry, Brickworks Limited announced the appointment of Joel Fitzgibbon, as an independent non-executive Director to the Brickworks Board, with effect from 1 January 2023. Joel has extensive government experience having served in the House of Representatives from 1996 to 2022, representing the New South Wales seat of Hunter. He served as Minister for Defence in 2007-2009, Minister for Agriculture, Fisheries and Forestry in 2013 and was Chief Government Whip in the House of Representatives from 2010-2013. Joel Fitzgibbon holds a Graduate Certificate in Business Administration and is a graduate of the AICD Program. Mr. Fitzgibbon will serve as a member of the Board's Audit and Risk Committee, the Remuneration Committee and Nomination Committee. The appointment of Joel to the Board maintains the number of directors at seven following the retirement of Robert Webster at this year's AGM.
Board Change • Nov 16Insufficient 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. 1 experienced director. 5 highly experienced directors. Independent Non-Executive Director Robyn Stubbs was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
分析記事 • Nov 03Here's Why Brickworks (ASX:BKW) Has Caught The Eye Of InvestorsThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
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. 1 experienced director. 5 highly experienced directors. Independent Non-Executive Director Robyn Stubbs was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Oct 25Upcoming dividend of AU$0.41 per shareEligible shareholders must have bought the stock before 01 November 2022. Payment date: 23 November 2022. Payout ratio is a comfortable 11% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Australian dividend payers (7.3%). Lower than average of industry peers (3.9%).
分析記事 • Oct 04Here's Why Brickworks (ASX:BKW) Has A Meaningful Debt BurdenSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Recent Insider Transactions Derivative • Oct 01MD & Executive Director exercised options and sold AU$1.0m worth of stockOn the 30th of September, Lindsay Partridge exercised 75k options at a strike price of around AU$21.32 and sold these shares for an average price of AU$13.64 per share. This trade did not impact their existing holding. For the year to July 2016, Lindsay's total compensation was 44% salary and 56% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2021, Lindsay has owned 194.71k shares directly. Company insiders have collectively sold AU$655k more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Oct 01MD & Executive Director recently bought AU$719k worth of stockOn the 30th of September, Lindsay Partridge bought around 34k shares on-market at roughly AU$21.37 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Lindsay has been a buyer over the last 12 months, purchasing a net total of AU$128k worth in shares.
お知らせ • Sep 22+ 1 more updateBrickworks Limited to Report Fiscal Year 2023 Results on Sep 21, 2023Brickworks Limited announced that they will report fiscal year 2023 results on Sep 21, 2023
お知らせ • Sep 21+ 1 more updateBrickworks Limited, Annual General Meeting, Nov 22, 2022Brickworks Limited, Annual General Meeting, Nov 22, 2022. Location: The Establishment, Level 2, 252 George Street Sydney Sydney Nsw 2000 Australia
分析記事 • Sep 09Returns On Capital At Brickworks (ASX:BKW) Paint A Concerning PictureTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
お知らせ • Aug 29Brickworks Limited Announces Executive ChangesBrickworks Limited announced that Robert Bakewell will leave his position as Chief Financial Officer of Brickworks on 28 February 2023 after 6 months notice to pursue other interests and opportunities. He will be replaced by Grant Douglas. Brickworks Managing Director, noted the contribution Mr. Bakewell has made since joining the Company in 2016. Grant Douglas is a Chartered Accountant with international experience in both public practice and with Brickworks. He spent 14 years in the Audit & Assurance practice of Deloitte, working in Zimbabwe, USA and Australia, focused on both Australian and US listed multinational businesses. Grant joined Brickworks in 2011 and has held various senior finance roles, including General Manager - Finance, Executive Vice President Finance for Brickworks North America and most recently as Group Vice President of Finance for the Building Products business across Australia and North America. Grant played a key role in the establishment and growth of the North American business, driving the merger and acquisition activity in the US having relocated to North America with the initial acquisition of Glen-Gery in 2018. He played a key role in the integration and subsequent rationalization of the business in the US and established a North American corporate office to support the growing business. Grant transferred back to Australia early in 2022. Grant is a Graduate of the Australian Institute of Company Directors (GAICD). He completed the Stanford Strategic Financial Leadership Program in 2016. The Board welcomes Grant's appointment as CFO and considers his skills and experience ideally suited to support the Company moving forward. Grant will deliver the Company's fiscal year 2022 results with the Managing Director.
分析記事 • Aug 28Should You Investigate Brickworks Limited (ASX:BKW) At AU$21.23?While Brickworks Limited ( ASX:BKW ) might not be the most widely known stock at the moment, it received a lot of...
分析記事 • Jul 29A Look At The Intrinsic Value Of Brickworks Limited (ASX:BKW)In this article we are going to estimate the intrinsic value of Brickworks Limited ( ASX:BKW ) by taking the expected...
Major Estimate Revision • Jul 25Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from AU$1.10b to AU$1.13b. EPS estimate increased from AU$4.43 to AU$4.99 per share. Net income forecast to shrink 29% next year vs 5.2% decline forecast for Basic Materials industry in Australia. Consensus price target broadly unchanged at AU$24.06. Share price rose 3.1% to AU$19.70 over the past week.
分析記事 • Jun 29If EPS Growth Is Important To You, Brickworks (ASX:BKW) Presents An OpportunityInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
分析記事 • Jun 02These 4 Measures Indicate That Brickworks (ASX:BKW) Is Using Debt ExtensivelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
分析記事 • May 19Returns On Capital Signal Tricky Times Ahead For Brickworks (ASX:BKW)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Recent Insider Transactions • May 07Deputy Chairman recently bought AU$233k worth of stockOn the 3rd of May, Michael Millner bought around 10k shares on-market at roughly AU$23.31 per share. This was the largest purchase by an insider in the last 3 months. This was Michael's only on-market trade for the last 12 months.
Upcoming Dividend • Apr 04Upcoming dividend of AU$0.22 per shareEligible shareholders must have bought the stock before 11 April 2022. Payment date: 03 May 2022. Payout ratio is a comfortable 13% but the company is paying out more than the cash it is generating. Trailing yield: 2.6%. Lower than top quartile of Australian dividend payers (5.7%). Lower than average of industry peers (3.5%).
Major Estimate Revision • Mar 30Consensus EPS estimates increase by 70%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from AU$1.08b to AU$1.10b. EPS estimate increased from AU$2.81 to AU$4.79 per share. Net income forecast to shrink 34% next year vs 6.4% decline forecast for Basic Materials industry in Australia. Consensus price target broadly unchanged at AU$24.55. Share price rose 12% to AU$24.38 over the past week.
分析記事 • Mar 27Brickworks (ASX:BKW) Is Increasing Its Dividend To AU$0.22Brickworks Limited's ( ASX:BKW ) dividend will be increasing to AU$0.22 on 3rd of May. Despite this raise, the dividend...
分析記事 • Mar 27With EPS Growth And More, Brickworks (ASX:BKW) Is InterestingFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 • Feb 11Is Brickworks Limited (ASX:BKW) Worth AU$22.1 Based On Its Intrinsic Value?In this article we are going to estimate the intrinsic value of Brickworks Limited ( ASX:BKW ) by taking the forecast...
Major Estimate Revision • Feb 04Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from AU$2.14 to AU$2.36. Revenue forecast unchanged at AU$1.07b. Net income forecast to grow 30% next year vs 31% growth forecast for Basic Materials industry in Australia. Consensus price target down from AU$26.72 to AU$25.95. Share price was steady at AU$22.72 over the past week.
分析記事 • Jan 14Brickworks (ASX:BKW) Will Be Hoping To Turn Its Returns On Capital AroundWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 • Dec 29Here's Why Brickworks (ASX:BKW) Has A Meaningful Debt BurdenWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Major Estimate Revision • Dec 14Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from AU$1.38 to AU$1.15 per share. Revenue forecast steady at AU$1.07b. Net income forecast to shrink 26% next year vs 13% growth forecast for Basic Materials industry in Australia . Consensus price target up from AU$25.83 to AU$26.42. Share price rose 3.1% to AU$24.48 over the past week.
Recent Insider Transactions • Dec 02MD & Executive Director recently sold AU$592k worth of stockOn the 24th of November, Lindsay Partridge sold around 25k shares on-market at roughly AU$23.66 per share. This was the largest sale by an insider in the last 3 months. Lindsay has been a seller over the last 12 months, reducing personal holdings by AU$489k.
分析記事 • Nov 16Increases to Brickworks Limited's (ASX:BKW) CEO Compensation Might Cool off for nowPerformance at Brickworks Limited ( ASX:BKW ) has been reasonably good and CEO Lindsay Partridge has done a decent job...
Upcoming Dividend • Oct 26Upcoming dividend of AU$0.40 per shareEligible shareholders must have bought the stock before 02 November 2021. Payment date: 24 November 2021. Trailing yield: 2.5%. Lower than top quartile of Australian dividend payers (5.3%). Lower than average of industry peers (3.0%).
Recent Insider Transactions • Sep 30MD & Executive Director recently sold AU$411k worth of stockOn the 24th of September, Lindsay Partridge sold around 16k shares on-market at roughly AU$25.70 per share. This was the largest sale by an insider in the last 3 months. Despite the recent sale, Lindsay has been a buyer over the last 12 months, purchasing a net total of AU$102k worth of shares.
分析記事 • Sep 24Does Brickworks (ASX:BKW) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Sep 23Full year 2021 earnings released: EPS AU$1.59 (vs AU$2.10 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$890.3m (down 6.6% from FY 2020). Net income: AU$240.2m (down 24% from FY 2020). Profit margin: 27% (down from 33% in FY 2020). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 13% per year.
分析記事 • Aug 24Some Investors May Be Worried About Brickworks' (ASX:BKW) Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...