View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active.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 EventsCSR 将来の成長Future 基準チェック /16CSR利益と収益がそれぞれ年間3%と3.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に14.8% 3%なると予測されています。主要情報3.0%収益成長率2.96%EPS成長率Basic Materials 収益成長17.2%収益成長率3.4%将来の株主資本利益率14.82%アナリストカバレッジGood最終更新日01 Jul 2024今後の成長に関する最新情報Price Target Changed • May 17Price target increased by 7.8% to AU$8.28Up from AU$7.69, the current price target is an average from 11 analysts. New target price is 6.9% below last closing price of AU$8.90. Stock is up 65% over the past year. The company is forecast to post earnings per share of AU$0.43 for next year compared to AU$0.48 last year.Price Target Changed • Feb 27Price target increased by 14% to AU$7.20Up from AU$6.31, the current price target is an average from 12 analysts. New target price is 18% below last closing price of AU$8.80. Stock is up 73% over the past year. The company is forecast to post earnings per share of AU$0.47 for next year compared to AU$0.46 last year.すべての更新を表示Recent updatesNew Risk • Jul 03New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (2.3% increase in shares outstanding).お知らせ • Jun 20+ 4 more updatesCSR Limited(ASX:CSR) dropped from FTSE All-World Index (USD)CSR Limited(ASX:CSR) dropped from FTSE All-World Index (USD)Upcoming Dividend • Jun 14Upcoming dividend of AU$0.12 per shareEligible shareholders must have bought the stock before 21 June 2024. Payment date: 01 July 2024. The company last paid an ordinary dividend in May 2014. The average dividend yield among industry peers is 2.3%.お知らせ • May 29CSR Limited Determines to Pay A Fully Franked CSR Permitted Dividend, Payable on 1 July 2024CSR Limited determined to pay a fully franked CSR Permitted Dividend of $0.12 cash per CSR Share prior to implementation of the Scheme, conditional on the Scheme becoming Effective. CSR Permitted Dividend Ex-Dividend Date is 21 June 2024. CSR Permitted Dividend Record Date is 24 June 2024. CSR Permitted Dividend Payment Date is 1 July 2024.Price Target Changed • May 17Price target increased by 7.8% to AU$8.28Up from AU$7.69, the current price target is an average from 11 analysts. New target price is 6.9% below last closing price of AU$8.90. Stock is up 65% over the past year. The company is forecast to post earnings per share of AU$0.43 for next year compared to AU$0.48 last year.New Risk • May 16New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 35% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.Reported Earnings • May 15Full year 2024 earnings released: EPS: AU$0.48 (vs AU$0.46 in FY 2023)Full year 2024 results: EPS: AU$0.48 (up from AU$0.46 in FY 2023). Revenue: AU$2.63b (flat on FY 2023). Net income: AU$231.0m (up 5.7% from FY 2023). Profit margin: 8.8% (up from 8.4% in FY 2023). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Basic Materials industry in Australia. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Feb 29What CSR Limited's (ASX:CSR) 28% Share Price Gain Is Not Telling YouDespite an already strong run, CSR Limited ( ASX:CSR ) shares have been powering on, with a gain of 28% in the last...Price Target Changed • Feb 27Price target increased by 14% to AU$7.20Up from AU$6.31, the current price target is an average from 12 analysts. New target price is 18% below last closing price of AU$8.80. Stock is up 73% over the past year. The company is forecast to post earnings per share of AU$0.47 for next year compared to AU$0.46 last year.Buy Or Sell Opportunity • Feb 27Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 50% to AU$8.80. The fair value is estimated to be AU$7.27, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings are also forecast to grow by 4.9% per annum over the same time period.お知らせ • Feb 23Saint Gobain in Talks to Buy Australia's CSRFrench building materials producer Compagnie de Saint-Gobain S.A. (ENXTPA:SGO) is exploring a potential acquisition of CSR Limited (ASX:CSR), people familiar with the matter said, sending shares of the Australian company up the most in nearly 32 years. The two companies have held initial talks and are working with advisers to reach a deal, said the people, who asked not to be identified because the matter is private. Paris-based St. Gobain has lined up financing for a potential transaction, the people said.Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 19%After last week's 19% share price gain to AU$7.95, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the Basic Materials industry in Australia. Total returns to shareholders of 80% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$7.80 per share.お知らせ • Feb 10CSR Limited, Annual General Meeting, Jun 27, 2024CSR Limited, Annual General Meeting, Jun 27, 2024.お知らせ • Feb 09+ 1 more updateCSR Limited to Report Fiscal Year 2024 Results on May 15, 2024CSR Limited announced that they will report fiscal year 2024 results on May 15, 2024分析記事 • Jan 15Return Trends At CSR (ASX:CSR) Aren't AppealingDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...分析記事 • Dec 29There's No Escaping CSR Limited's (ASX:CSR) Muted EarningsWhen close to half the companies in Australia have price-to-earnings ratios (or "P/E's") above 19x, you may consider...分析記事 • Dec 12We Think CSR (ASX:CSR) Can Stay On Top Of Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Buying Opportunity • Nov 17Now 20% undervaluedOver the last 90 days, the stock is up 3.1%. The fair value is estimated to be AU$7.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 1.5% per annum. Earnings is also forecast to grow by 4.7% per annum over the same time period.分析記事 • Nov 16Calculating The Intrinsic Value Of CSR Limited (ASX:CSR)Key Insights CSR's estimated fair value is AU$7.41 based on 2 Stage Free Cash Flow to Equity With AU$5.96 share price...分析記事 • Nov 04When Should You Buy CSR Limited (ASX:CSR)?CSR Limited ( ASX:CSR ), is not the largest company out there, but it saw significant share price movement during...分析記事 • Nov 04CSR's (ASX:CSR) Dividend Is Being Reduced To A$0.15CSR Limited's ( ASX:CSR ) dividend is being reduced by 9.1% to A$0.15 per share on 7th of December, in comparison to...お知らせ • Nov 03CSR Limited Announces Interim Dividend for the Fiscal Year Ending March 31, 2024, Payable on 7 December 2023CSR Limited announced interim dividend of 15.0 cents for the fiscal year ending March 31, 2024 against 16.5 cents a year ago. Record date for determining entitlements to interim dividends is 8 November 2023 and Interim dividend payment date is 7 December 2023. Ex Date is November 7, 2023.Reported Earnings • Nov 03First half 2024 earnings released: EPS: AU$0.19 (vs AU$0.21 in 1H 2023)First half 2024 results: EPS: AU$0.19 (down from AU$0.21 in 1H 2023). Revenue: AU$1.37b (up 5.4% from 1H 2023). Net income: AU$91.5m (down 12% from 1H 2023). Profit margin: 6.7% (down from 8.0% in 1H 2023). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Basic Materials industry in Australia. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Board Change • Sep 06Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Nigel Garrard was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Sep 02CSR Limited (ASX:CSR) completed the acquisition of Woven Image Pty Ltd.CSR Limited (ASX:CSR) entered into an agreement to acquire Woven Image Pty Ltd for AUD 43 million on July 4, 2023. The acquisition is subject to conditions and will be earnings accretive following completion in the next few months.CSR Limited (ASX:CSR) completed the acquisition of Woven Image Pty Ltd on September 1, 2023.分析記事 • Aug 13CSR Limited (ASX:CSR) Shares Could Be 24% Below Their Intrinsic Value EstimateKey Insights CSR's estimated fair value is AU$7.64 based on 2 Stage Free Cash Flow to Equity CSR's AU$5.78 share price...分析記事 • Jul 31CSR (ASX:CSR) Will Be Looking To Turn Around Its ReturnsIgnoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...Buying Opportunity • Jul 18Now 20% undervaluedOver the last 90 days, the stock is up 4.4%. The fair value is estimated to be AU$6.90, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.6% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 0.7% per annum. Earnings is also forecast to grow by 0.9% per annum over the same time period.分析記事 • Jul 17Why CSR Limited (ASX:CSR) Could Be Worth WatchingWhile CSR Limited ( ASX:CSR ) might not be the most widely known stock at the moment, it saw a decent share price...お知らせ • Jul 06CSR Limited (ASX:CSR) entered into an agreement to acquire Woven Image Pty Ltd for AUD 43 million.CSR Limited (ASX:CSR) entered into an agreement to acquire Woven Image Pty Ltd for AUD 43 million on July 4, 2023. The acquisition is subject to conditions and will be earnings accretive following completion in the next few months.お知らせ • Jun 14CSR Limited Announces the Appointment of Sara Lom as Chief Financial OfficerCSR Limited announced the appointment of Sara Lom as Chief Financial Officer (CFO). Ms Lom is currently Group Financial Controller at CSR having joined the company in 2015. Her experience at CSR includes leading the company's financial and management reporting teams as well as tax, internal audit and insurance. Her previous roles include ASX-listed company experience as General Manager Group Finance at Helloworld Travel Limited. She has also held audit and transaction advisory roles with a number of ASX-listed companies during her 10 years' experience at PWC. This appointment follows the announcement in March 2023, that current CSR CFO and EGM Property and Aluminium David Fallu will be leaving the company in September 2023 to take on the CFO role at another ASX-listed company. Sara will begin the transition process with outgoing CFO David Fallu over the next three months before taking over the CFO role in September 2023. As part of the transition process, CSR's teams in the Property business and Aluminium investment will return to reporting directly to Julie Coates.Recent Insider Transactions • Jun 06CEO, MD & Executive Director recently sold AU$556k worth of stockOn the 30th of May, Julie Coates sold around 110k shares on-market at roughly AU$5.05 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Julie has been a net seller over the last 12 months, reducing personal holdings by AU$551k.Recent Insider Transactions Derivative • Jun 01CEO, MD & Executive Director exercised options to buy AU$2.4m worth of stock.On the 24th of May, Julie Coates exercised options to buy 480k shares at a strike price of around AU$2.59, costing a total of AU$1.2m. This transaction amounted to 146% of their direct individual holding at the time of the trade. Since June 2022, Julie's direct individual holding has increased from 220.59k shares to 438.38k. Company insiders have collectively bought AU$2.0m more than they sold, via options and on-market transactions, in the last 12 months.お知らせ • May 11CSR Limited Announces Dividend for the Period of Six Months Ended 31 March 2023, Payable on 3 July 2023CSR Limited announced dividend of AUD 0.20000000 per share for the period of six months ended 31 March 2023. Scheduled dates are as follows: Ex Date 26 May 2023, Record Date 29 May 2023 and Payment Date 3 July 2023.業績と収益の成長予測ASX:CSR - アナリストの将来予測と過去の財務データ ( )AUD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/20272,82124013833563/31/20262,67821412231763/31/20252,58219412528673/31/20242,625231107281N/A12/31/20232,65421982248N/A9/30/20232,68320657215N/A6/30/20232,64821220164N/A3/31/20232,613219-18114N/A12/31/20222,5412189132N/A9/30/20222,47021835151N/A6/30/20222,39124475183N/A3/31/20222,312271116215N/A12/31/20212,248257127208N/A9/30/20212,185244139201N/A6/30/20212,154195156227N/A3/31/20212,122146174253N/A12/31/20202,130131148252N/A9/30/20202,138115122251N/A6/30/20202,175120113249N/A3/31/20202,213125104246N/A9/30/20192,27412398233N/A6/30/20192,29913171220N/A3/31/20192,32313944207N/A9/30/20182,11216564224N/A6/30/20182,17518296237N/A3/31/20182,238199129249N/A12/31/20172,581185N/A270N/A9/30/20172,556182N/A290N/A6/30/20172,512180N/A277N/A3/31/20172,468178N/A265N/A12/31/20162,429179N/A266N/A9/30/20162,390179N/A267N/A6/30/20162,345161N/A260N/A3/31/20162,299142N/A252N/A12/31/20152,231139N/A233N/A9/30/20152,163135N/A213N/A6/30/20152,093130N/A224N/A3/31/20152,023126N/A234N/A12/31/20141,949118N/A209N/A9/30/20141,875110N/A185N/A6/30/20141,81199N/A148N/A3/31/20141,74788N/A112N/A12/31/20131,723-16N/A112N/A9/30/20131,700-120N/A112N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: CSRの予測収益成長率 (年間3% ) は 貯蓄率 ( 2.3% ) を上回っています。収益対市場: CSRの収益 ( 3% ) Australian市場 ( 12% ) よりも低い成長が予測されています。高成長収益: CSRの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: CSRの収益 ( 3.4% ) Australian市場 ( 6.2% ) よりも低い成長が予測されています。高い収益成長: CSRの収益 ( 3.4% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: CSRの 自己資本利益率 は、3年後には低くなると予測されています ( 14.8 %)。成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance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2024/07/09 07:09終値2024/06/19 00:00収益2024/03/31年間収益2024/03/31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CSR Limited 7 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。12 アナリスト機関Shaurya VisenBofA Global ResearchAndrew ScottCGS InternationalSamuel SeowCitigroup Inc9 その他のアナリストを表示
Price Target Changed • May 17Price target increased by 7.8% to AU$8.28Up from AU$7.69, the current price target is an average from 11 analysts. New target price is 6.9% below last closing price of AU$8.90. Stock is up 65% over the past year. The company is forecast to post earnings per share of AU$0.43 for next year compared to AU$0.48 last year.
Price Target Changed • Feb 27Price target increased by 14% to AU$7.20Up from AU$6.31, the current price target is an average from 12 analysts. New target price is 18% below last closing price of AU$8.80. Stock is up 73% over the past year. The company is forecast to post earnings per share of AU$0.47 for next year compared to AU$0.46 last year.
New Risk • Jul 03New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (2.3% increase in shares outstanding).
お知らせ • Jun 20+ 4 more updatesCSR Limited(ASX:CSR) dropped from FTSE All-World Index (USD)CSR Limited(ASX:CSR) dropped from FTSE All-World Index (USD)
Upcoming Dividend • Jun 14Upcoming dividend of AU$0.12 per shareEligible shareholders must have bought the stock before 21 June 2024. Payment date: 01 July 2024. The company last paid an ordinary dividend in May 2014. The average dividend yield among industry peers is 2.3%.
お知らせ • May 29CSR Limited Determines to Pay A Fully Franked CSR Permitted Dividend, Payable on 1 July 2024CSR Limited determined to pay a fully franked CSR Permitted Dividend of $0.12 cash per CSR Share prior to implementation of the Scheme, conditional on the Scheme becoming Effective. CSR Permitted Dividend Ex-Dividend Date is 21 June 2024. CSR Permitted Dividend Record Date is 24 June 2024. CSR Permitted Dividend Payment Date is 1 July 2024.
Price Target Changed • May 17Price target increased by 7.8% to AU$8.28Up from AU$7.69, the current price target is an average from 11 analysts. New target price is 6.9% below last closing price of AU$8.90. Stock is up 65% over the past year. The company is forecast to post earnings per share of AU$0.43 for next year compared to AU$0.48 last year.
New Risk • May 16New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 35% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
Reported Earnings • May 15Full year 2024 earnings released: EPS: AU$0.48 (vs AU$0.46 in FY 2023)Full year 2024 results: EPS: AU$0.48 (up from AU$0.46 in FY 2023). Revenue: AU$2.63b (flat on FY 2023). Net income: AU$231.0m (up 5.7% from FY 2023). Profit margin: 8.8% (up from 8.4% in FY 2023). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Basic Materials industry in Australia. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Feb 29What CSR Limited's (ASX:CSR) 28% Share Price Gain Is Not Telling YouDespite an already strong run, CSR Limited ( ASX:CSR ) shares have been powering on, with a gain of 28% in the last...
Price Target Changed • Feb 27Price target increased by 14% to AU$7.20Up from AU$6.31, the current price target is an average from 12 analysts. New target price is 18% below last closing price of AU$8.80. Stock is up 73% over the past year. The company is forecast to post earnings per share of AU$0.47 for next year compared to AU$0.46 last year.
Buy Or Sell Opportunity • Feb 27Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 50% to AU$8.80. The fair value is estimated to be AU$7.27, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings are also forecast to grow by 4.9% per annum over the same time period.
お知らせ • Feb 23Saint Gobain in Talks to Buy Australia's CSRFrench building materials producer Compagnie de Saint-Gobain S.A. (ENXTPA:SGO) is exploring a potential acquisition of CSR Limited (ASX:CSR), people familiar with the matter said, sending shares of the Australian company up the most in nearly 32 years. The two companies have held initial talks and are working with advisers to reach a deal, said the people, who asked not to be identified because the matter is private. Paris-based St. Gobain has lined up financing for a potential transaction, the people said.
Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 19%After last week's 19% share price gain to AU$7.95, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the Basic Materials industry in Australia. Total returns to shareholders of 80% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$7.80 per share.
お知らせ • Feb 10CSR Limited, Annual General Meeting, Jun 27, 2024CSR Limited, Annual General Meeting, Jun 27, 2024.
お知らせ • Feb 09+ 1 more updateCSR Limited to Report Fiscal Year 2024 Results on May 15, 2024CSR Limited announced that they will report fiscal year 2024 results on May 15, 2024
分析記事 • Jan 15Return Trends At CSR (ASX:CSR) Aren't AppealingDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
分析記事 • Dec 29There's No Escaping CSR Limited's (ASX:CSR) Muted EarningsWhen close to half the companies in Australia have price-to-earnings ratios (or "P/E's") above 19x, you may consider...
分析記事 • Dec 12We Think CSR (ASX:CSR) Can Stay On Top Of Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Buying Opportunity • Nov 17Now 20% undervaluedOver the last 90 days, the stock is up 3.1%. The fair value is estimated to be AU$7.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 1.5% per annum. Earnings is also forecast to grow by 4.7% per annum over the same time period.
分析記事 • Nov 16Calculating The Intrinsic Value Of CSR Limited (ASX:CSR)Key Insights CSR's estimated fair value is AU$7.41 based on 2 Stage Free Cash Flow to Equity With AU$5.96 share price...
分析記事 • Nov 04When Should You Buy CSR Limited (ASX:CSR)?CSR Limited ( ASX:CSR ), is not the largest company out there, but it saw significant share price movement during...
分析記事 • Nov 04CSR's (ASX:CSR) Dividend Is Being Reduced To A$0.15CSR Limited's ( ASX:CSR ) dividend is being reduced by 9.1% to A$0.15 per share on 7th of December, in comparison to...
お知らせ • Nov 03CSR Limited Announces Interim Dividend for the Fiscal Year Ending March 31, 2024, Payable on 7 December 2023CSR Limited announced interim dividend of 15.0 cents for the fiscal year ending March 31, 2024 against 16.5 cents a year ago. Record date for determining entitlements to interim dividends is 8 November 2023 and Interim dividend payment date is 7 December 2023. Ex Date is November 7, 2023.
Reported Earnings • Nov 03First half 2024 earnings released: EPS: AU$0.19 (vs AU$0.21 in 1H 2023)First half 2024 results: EPS: AU$0.19 (down from AU$0.21 in 1H 2023). Revenue: AU$1.37b (up 5.4% from 1H 2023). Net income: AU$91.5m (down 12% from 1H 2023). Profit margin: 6.7% (down from 8.0% in 1H 2023). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Basic Materials industry in Australia. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Board Change • Sep 06Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Nigel Garrard was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 02CSR Limited (ASX:CSR) completed the acquisition of Woven Image Pty Ltd.CSR Limited (ASX:CSR) entered into an agreement to acquire Woven Image Pty Ltd for AUD 43 million on July 4, 2023. The acquisition is subject to conditions and will be earnings accretive following completion in the next few months.CSR Limited (ASX:CSR) completed the acquisition of Woven Image Pty Ltd on September 1, 2023.
分析記事 • Aug 13CSR Limited (ASX:CSR) Shares Could Be 24% Below Their Intrinsic Value EstimateKey Insights CSR's estimated fair value is AU$7.64 based on 2 Stage Free Cash Flow to Equity CSR's AU$5.78 share price...
分析記事 • Jul 31CSR (ASX:CSR) Will Be Looking To Turn Around Its ReturnsIgnoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...
Buying Opportunity • Jul 18Now 20% undervaluedOver the last 90 days, the stock is up 4.4%. The fair value is estimated to be AU$6.90, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.6% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 0.7% per annum. Earnings is also forecast to grow by 0.9% per annum over the same time period.
分析記事 • Jul 17Why CSR Limited (ASX:CSR) Could Be Worth WatchingWhile CSR Limited ( ASX:CSR ) might not be the most widely known stock at the moment, it saw a decent share price...
お知らせ • Jul 06CSR Limited (ASX:CSR) entered into an agreement to acquire Woven Image Pty Ltd for AUD 43 million.CSR Limited (ASX:CSR) entered into an agreement to acquire Woven Image Pty Ltd for AUD 43 million on July 4, 2023. The acquisition is subject to conditions and will be earnings accretive following completion in the next few months.
お知らせ • Jun 14CSR Limited Announces the Appointment of Sara Lom as Chief Financial OfficerCSR Limited announced the appointment of Sara Lom as Chief Financial Officer (CFO). Ms Lom is currently Group Financial Controller at CSR having joined the company in 2015. Her experience at CSR includes leading the company's financial and management reporting teams as well as tax, internal audit and insurance. Her previous roles include ASX-listed company experience as General Manager Group Finance at Helloworld Travel Limited. She has also held audit and transaction advisory roles with a number of ASX-listed companies during her 10 years' experience at PWC. This appointment follows the announcement in March 2023, that current CSR CFO and EGM Property and Aluminium David Fallu will be leaving the company in September 2023 to take on the CFO role at another ASX-listed company. Sara will begin the transition process with outgoing CFO David Fallu over the next three months before taking over the CFO role in September 2023. As part of the transition process, CSR's teams in the Property business and Aluminium investment will return to reporting directly to Julie Coates.
Recent Insider Transactions • Jun 06CEO, MD & Executive Director recently sold AU$556k worth of stockOn the 30th of May, Julie Coates sold around 110k shares on-market at roughly AU$5.05 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Julie has been a net seller over the last 12 months, reducing personal holdings by AU$551k.
Recent Insider Transactions Derivative • Jun 01CEO, MD & Executive Director exercised options to buy AU$2.4m worth of stock.On the 24th of May, Julie Coates exercised options to buy 480k shares at a strike price of around AU$2.59, costing a total of AU$1.2m. This transaction amounted to 146% of their direct individual holding at the time of the trade. Since June 2022, Julie's direct individual holding has increased from 220.59k shares to 438.38k. Company insiders have collectively bought AU$2.0m more than they sold, via options and on-market transactions, in the last 12 months.
お知らせ • May 11CSR Limited Announces Dividend for the Period of Six Months Ended 31 March 2023, Payable on 3 July 2023CSR Limited announced dividend of AUD 0.20000000 per share for the period of six months ended 31 March 2023. Scheduled dates are as follows: Ex Date 26 May 2023, Record Date 29 May 2023 and Payment Date 3 July 2023.