View ValuationTuas 将来の成長Future 基準チェック /16 Tuasは収益が増加すると予測されています。主要情報n/a収益成長率n/aEPS成長率Telecom 収益成長9.6%収益成長率13.2%将来の株主資本利益率5.16%アナリストカバレッジLow最終更新日22 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesBuy Or Sell Opportunity • Jun 05Now 22% overvaluedOver the last 90 days, the stock has fallen 60% to AU$2.49. The fair value is estimated to be AU$2.04, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Meanwhile, the company has become profitable.ライブニュース • May 21Tuas Shares Tumble on M1 Acquisition Uncertainty as Regulator Probes Spectrum AllegationsTuas shares fell more than 60% after Singapore’s Infocomm Media Development Authority (IMDA) suspended its review of the proposed S$1.43b acquisition of M1 Limited, following allegations of unauthorized radio frequency spectrum use by subsidiary Simba Telecom. The IMDA is investigating potential breaches of Singapore’s Telecommunications Act, putting the M1 transaction at risk ahead of a regulatory long-stop date on 21 May 2026. Tuas has said it is fully cooperating with the regulator, running its own internal inquiries, and remains in discussions with authorities, while reporting 26% revenue growth and 27% underlying EBITDA growth for the first half of fiscal 2026. The key issue now is regulatory. The outcome of the spectrum investigation will likely determine whether Tuas can complete the M1 deal that sits at the center of its current expansion plans. Until there is more clarity from the IMDA, investors are mainly weighing regulatory and execution risk around the acquisition against the company’s recent operating momentum.Buy Or Sell Opportunity • May 19Now 30% overvaluedOver the last 90 days, the stock has fallen 59% to AU$2.67. The fair value is estimated to be AU$2.05, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Meanwhile, the company has become profitable.New Risk • May 18New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Australian stocks, typically moving 19% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (19% average weekly change). Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (17% increase in shares outstanding).New Risk • Mar 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 36% 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. 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 (17% increase in shares outstanding).お知らせ • Mar 12Tuas Limited to Report First Half, 2026 Results on Mar 25, 2026Tuas Limited announced that they will report first half, 2026 results on Mar 25, 2026分析記事 • Jan 06Tuas Limited's (ASX:TUA) Earnings Haven't Escaped The Attention Of InvestorsWhen you see that almost half of the companies in the Telecom industry in Australia have price-to-sales ratios (or...お知らせ • Oct 21Tuas Limited, Annual General Meeting, Dec 01, 2025Tuas Limited, Annual General Meeting, Dec 01, 2025. Location: rydges sydney central, 28 albion street, surry hills nsw, Australia分析記事 • Oct 02Investors Shouldn't Be Too Comfortable With Tuas' (ASX:TUA) EarningsTuas Limited's ( ASX:TUA ) robust earnings report didn't manage to move the market for its stock. Our analysis suggests...お知らせ • Oct 02Tuas Limited has completed a Follow-on Equity Offering in the amount of AUD 50.004187 million.Tuas Limited has completed a Follow-on Equity Offering in the amount of AUD 50.004187 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 9,075,170 Price\Range: AUD 5.51分析記事 • Sep 28Investors Interested In Tuas Limited's (ASX:TUA) RevenuesWhen close to half the companies in the Telecom industry in Australia have price-to-sales ratios (or "P/S") below 0.8x...Board Change • Sep 25Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Craig Levy was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Sep 24Full year 2025 earnings released: EPS: S$0.015 (vs S$0.009 loss in FY 2024)Full year 2025 results: EPS: S$0.015 (up from S$0.009 loss in FY 2024). Revenue: S$151.3m (up 29% from FY 2024). Net income: S$6.90m (up S$11.3m from FY 2024). Profit margin: 4.6% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Telecom industry in Australia. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 70% per year, which means it is significantly lagging earnings growth.New Risk • Aug 15New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 15% 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. This is currently the only risk that has been identified for the company.お知らせ • Aug 13Tuas Limited has completed a Follow-on Equity Offering in the amount of AUD 385.169828 million.Tuas Limited has completed a Follow-on Equity Offering in the amount of AUD 385.169828 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 69,903,780 Price\Range: AUD 5.51 Transaction Features: Subsequent Direct ListingBuy Or Sell Opportunity • Aug 12Now 50% overvalued after recent price riseOver the last 90 days, the stock has risen 25% to AU$7.14. The fair value is estimated to be AU$4.77, however this is not to be taken as a sell recommendation but rather should be used as a guide only.お知らせ • Aug 12+ 1 more updateTuas Limited has filed a Follow-on Equity Offering in the amount of AUD 366.295807 million.Tuas Limited has filed a Follow-on Equity Offering in the amount of AUD 366.295807 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 69,903,780 Price\Range: AUD 5.24 Transaction Features: Subsequent Direct Listingお知らせ • Aug 11Tuas Limited to Report Fiscal Year 2025 Results on Sep 24, 2025Tuas Limited announced that they will report fiscal year 2025 results on Sep 24, 2025Buy Or Sell Opportunity • May 16Now 24% overvaluedOver the last 90 days, the stock has fallen 12% to AU$5.80. The fair value is estimated to be AU$4.69, however this is not to be taken as a sell recommendation but rather should be used as a guide only.Buy Or Sell Opportunity • Apr 29Now 22% overvaluedOver the last 90 days, the stock has fallen 11% to AU$5.66. The fair value is estimated to be AU$4.65, however this is not to be taken as a sell recommendation but rather should be used as a guide only.Reported Earnings • Mar 28First half 2025 earnings released: EPS: S$0.006 (vs S$0.008 loss in 1H 2024)First half 2025 results: EPS: S$0.006 (up from S$0.008 loss in 1H 2024). Revenue: S$73.2m (up 34% from 1H 2024). Net income: S$3.02m (up S$6.51m from 1H 2024). Profit margin: 4.1% (up from net loss in 1H 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Telecom industry in Australia.お知らせ • Mar 17Tuas Limited to Report First Half, 2025 Results on Mar 26, 2025Tuas Limited announced that they will report first half, 2025 results on Mar 26, 2025分析記事 • Jan 29Why Investors Shouldn't Be Surprised By Tuas Limited's (ASX:TUA) P/STuas Limited's ( ASX:TUA ) price-to-sales (or "P/S") ratio of 21.4x may look like a poor investment opportunity when...お知らせ • Oct 22Tuas Limited, Annual General Meeting, Dec 06, 2024Tuas Limited, Annual General Meeting, Dec 06, 2024. Location: to be held at rydges sydney central, 28 albion street, surry hills nsw, Australia分析記事 • Oct 01Tuas Limited's (ASX:TUA) P/S Is Still On The Mark Following 25% Share Price BounceTuas Limited ( ASX:TUA ) shareholders have had their patience rewarded with a 25% share price jump in the last month...Reported Earnings • Sep 24Full year 2024 earnings released: S$0.009 loss per share (vs S$0.033 loss in FY 2023)Full year 2024 results: S$0.009 loss per share (improved from S$0.033 loss in FY 2023). Revenue: S$117.1m (up 36% from FY 2023). Net loss: S$4.37m (loss narrowed 71% from FY 2023). Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 3.4% growth forecast for the Telecom industry in Australia. Over the last 3 years on average, earnings per share has increased by 48% per year whereas the company’s share price has increased by 53% per year.お知らせ • Sep 11Tuas Limited to Report Fiscal Year 2024 Results on Sep 24, 2024Tuas Limited announced that they will report fiscal year 2024 results on Sep 24, 2024Reported Earnings • Mar 21First half 2024 earnings released: S$0.008 loss per share (vs S$0.016 loss in 1H 2023)First half 2024 results: S$0.008 loss per share (improved from S$0.016 loss in 1H 2023). Revenue: S$54.7m (up 38% from 1H 2023). Net loss: S$3.50m (loss narrowed 54% from 1H 2023). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Telecom industry in Australia.お知らせ • Mar 08Tuas Limited to Report First Half, 2024 Results on Mar 20, 2024Tuas Limited announced that they will report first half, 2024 results on Mar 20, 2024分析記事 • Jan 29Here's Why We're Not At All Concerned With Tuas' (ASX:TUA) Cash Burn SituationThere's no doubt that money can be made by owning shares of unprofitable businesses. Indeed, Tuas ( ASX:TUA ) stock is...分析記事 • Dec 18Tuas Limited's (ASX:TUA) P/S Is Still On The Mark Following 33% Share Price BounceTuas Limited ( ASX:TUA ) shares have continued their recent momentum with a 33% gain in the last month alone. The last...お知らせ • Dec 01Tuas Limited Announces the Appointment of Craig Linton Levy as DirectorTuas Limited announced the appointment of Craig Linton Levy as Director, effective December 1, 2023.Reported Earnings • Oct 24Full year 2023 earnings released: S$0.033 loss per share (vs S$0.058 loss in FY 2022)Full year 2023 results: S$0.033 loss per share (improved from S$0.058 loss in FY 2022). Revenue: S$86.1m (up 50% from FY 2022). Net loss: S$15.3m (loss narrowed 43% from FY 2022). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Telecom industry in Australia.分析記事 • Sep 19We're Not Worried About Tuas' (ASX:TUA) Cash BurnJust because a business does not make any money, does not mean that the stock will go down. For example, biotech and...Reported Earnings • Sep 19Full year 2023 earnings released: S$0.033 loss per share (vs S$0.058 loss in FY 2022)Full year 2023 results: S$0.033 loss per share (improved from S$0.058 loss in FY 2022). Revenue: S$86.1m (up 50% from FY 2022). Net loss: S$15.3m (loss narrowed 43% from FY 2022). Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Telecom industry in Australia.お知らせ • Sep 11+ 1 more updateTuas Limited to Report Fiscal Year 2023 Results on Sep 19, 2023Tuas Limited announced that they will report fiscal year 2023 results on Sep 19, 2023分析記事 • Aug 11Tuas Limited's (ASX:TUA) Share Price Matching Investor OpinionWhen close to half the companies in the Telecom industry in Australia have price-to-sales ratios (or "P/S") below 1.2x...分析記事 • Jun 02We're Interested To See How Tuas (ASX:TUA) Uses Its Cash Hoard To GrowJust because a business does not make any money, does not mean that the stock will go down. For example, although...Reported Earnings • Mar 24First half 2023 earnings releasedFirst half 2023 results: Revenue: S$39.6m (up 38% from 1H 2022). Net loss: S$7.52m (loss narrowed 44% from 1H 2022). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Telecom industry in Australia.分析記事 • Nov 29Companies Like Tuas (ASX:TUA) Are In A Position To Invest In GrowthJust because a business does not make any money, does not mean that the stock will go down. For example, although...Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). Executive Chairman David Teoh is the most experienced director on the board, commencing their role in 2020. Independent Non-Executive Director Alan Latimer was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Reported Earnings • Oct 22Full year 2022 earnings released: S$0.058 loss per share (vs S$0.089 loss in FY 2021)Full year 2022 results: S$0.058 loss per share (improved from S$0.089 loss in FY 2021). Revenue: S$57.4m (up 67% from FY 2021). Net loss: S$26.7m (loss narrowed 18% from FY 2021). Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Telecom industry in Australia.Reported Earnings • Sep 20Full year 2022 earnings released: S$0.058 loss per share (vs S$0.057 loss in FY 2021)Full year 2022 results: S$0.058 loss per share (further deteriorated from S$0.057 loss in FY 2021). Revenue: S$57.4m (up 86% from FY 2021). Net loss: S$26.7m (loss widened 28% from FY 2021). Revenue is forecast to grow 27% p.a. on average during the next 2 years, compared to a 4.5% growth forecast for the Telecom industry in Australia.お知らせ • Sep 07+ 1 more updateTuas Limited to Report Fiscal Year 2022 Results on Sep 20, 2022Tuas Limited announced that they will report fiscal year 2022 results on Sep 20, 2022Board Change • Aug 02Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (3 non-independent directors). Executive Chairman David Teoh is the most experienced director on the board, commencing their role in 2020. Independent Non-Executive Director Alan Latimer was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.お知らせ • Jul 29Tuas Limited Announces Change in DirectorsTuas Limited advised the market that Mr. Jack Teoh has resigned his position as a non-executive director of the Company in order to focus on other business interests. In his place, the Board has resolved to appoint Bob Teoh to fill the casual vacancy. The Board welcomes Bob Teoh, who brings youth, skills and experience. Bob holds a Bachelor of Science in Economics from The Wharton School, University of Pennsylvania, and has been the CEO and Managing Director of the Oscar Wylee group.お知らせ • Jul 28Tuas Limited Appoints Bob Teoh as DirectorTuas Limited announced the appointment of Bob Teoh as Director. Date of appointment is July 28, 2022.Board Change • Apr 27Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (3 non-independent directors). Executive Chairman David Teoh is the most experienced director on the board, commencing their role in 2020. Independent Non-Executive Director Alan Latimer was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.分析記事 • Feb 28Here's Why We're Not At All Concerned With Tuas' (ASX:TUA) Cash Burn SituationWe can readily understand why investors are attracted to unprofitable companies. Indeed, Tuas ( ASX:TUA ) stock is up...Reported Earnings • Oct 28Full year 2021 earnings released: S$0.057 loss per shareThe company reported a solid full year result with improved revenues and control over costs, although losses increased. Full year 2021 results: Revenue: S$30.9m (up S$25.8m from FY 2020). Net loss: S$20.9m (loss widened 34% from FY 2020).分析記事 • Oct 17We Think Tuas (ASX:TUA) Can Easily Afford To Drive Business GrowthWe can readily understand why investors are attracted to unprofitable companies. Indeed, Tuas ( ASX:TUA ) stock is up...Executive Departure • Jun 16Company Secretary Clare Craven has left the companyOn the 11th of June, Clare Craven's tenure as Company Secretary ended. We don't have any record of a personal shareholding under Clare's name. Clare is the only executive to leave the company over the last 12 months.分析記事 • Feb 22Companies Like Tuas (ASX:TUA) Could Be Quite RiskyWe can readily understand why investors are attracted to unprofitable companies. For example, although...お知らせ • Jan 28+ 2 more updatesTuas Limited(ASX:TUA) dropped from S&P/ASX 100 IndexTuas Limited(ASX:TUA) dropped from S&P/ASX 100 Index分析記事 • Jan 12What Is The Ownership Structure Like For Tuas Limited (ASX:TUA)?The big shareholder groups in Tuas Limited ( ASX:TUA ) have power over the company. Institutions often own shares in...お知らせ • Dec 21Tuas Limited(ASX:TUA) dropped from FTSE All-World Index (USD)Tuas Limited(ASX:TUA) dropped from FTSE All-World Index (USD)Recent Insider Transactions • Dec 15Independent Non-Executive Director recently bought AU$100k worth of stockOn the 11th of December, Alan Latimer bought around 150k shares on-market at roughly AU$0.67 per share. In the last 3 months, there was an even bigger purchase from another insider worth AU$669k. Insiders have collectively bought AU$769k more in shares than they have sold in the last 12 months.分析記事 • Dec 08Robert Millner Is The Non-Executive Director of Tuas Limited (ASX:TUA) And They Just Picked Up 24% More SharesPotential Tuas Limited ( ASX:TUA ) shareholders may wish to note that the Non-Executive Director, Robert Millner...Recent Insider Transactions • Dec 08Non-Executive Director recently bought AU$669k worth of stockOn the 30th of November, Robert Millner bought around 1m shares on-market at roughly AU$0.67 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.分析記事 • Nov 23Companies Like Tuas (ASX:TUA) Could Be Quite RiskyThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...Is New 90 Day High Low • Nov 17New 90-day high: AU$0.79The company is up 34% from its price of AU$0.58 on 19 August 2020. The Australian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is up 5.0% over the same period.お知らせ • Oct 30Tuas Limited to Report First Half, 2020 Results on Oct 30, 2020Tuas Limited announced that they will report first half, 2020 results on Oct 30, 2020Is New 90 Day High Low • Oct 30New 90-day high: AU$0.76The company is up 8.0% from its price of AU$0.70 on 31 July 2020. The Australian market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is down 15% over the same period.業績と収益の成長予測ASX:TUA - アナリストの将来予測と過去の財務データ ( )SGD 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7/31/2028236N/AN/AN/A27/31/2027213N/AN/AN/A27/31/2026184N/AN/AN/A21/31/2026170123989N/A10/31/2025161103385N/A7/31/202515172681N/A4/30/202514352678N/A1/31/202513622774N/A10/31/2024126-11967N/A7/31/2024117-41260N/A4/30/2024109-8855N/A1/31/2024101-11550N/A10/31/202394-13045N/A7/31/202386-15-540N/A4/30/202379-18-536N/A1/31/202371-21-631N/A10/31/202264-24-2527N/A7/31/202257-27-4423N/A7/31/202131-21-25-4N/A7/31/20205-16-97-4N/A4/30/20203-9-101-4N/A1/31/20201-3-106-3N/A10/31/20191-3N/A-3N/A7/31/20190-3N/A-3N/A7/31/2018N/A-1N/A-2N/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: TUAの予測収益成長が 貯蓄率 ( 3.6% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: TUAの収益がAustralian市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: TUAの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: TUAの収益 ( 13.2% ) Australian市場 ( 6.1% ) よりも速いペースで成長すると予測されています。高い収益成長: TUAの収益 ( 13.2% ) 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: TUA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 ( 5.2 %)。成長企業の発掘7D1Y7D1Y7D1YTelecom 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2026/06/11 14:06終値2026/06/11 00:00収益2026/01/31年間収益2025/07/31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Tuas Limited 2 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。5 アナリスト機関Citi ResearchCitigroup IncWilliam ParkCitigroup IncSiraj AhmedCitigroup Inc2 その他のアナリストを表示
Buy Or Sell Opportunity • Jun 05Now 22% overvaluedOver the last 90 days, the stock has fallen 60% to AU$2.49. The fair value is estimated to be AU$2.04, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Meanwhile, the company has become profitable.
ライブニュース • May 21Tuas Shares Tumble on M1 Acquisition Uncertainty as Regulator Probes Spectrum AllegationsTuas shares fell more than 60% after Singapore’s Infocomm Media Development Authority (IMDA) suspended its review of the proposed S$1.43b acquisition of M1 Limited, following allegations of unauthorized radio frequency spectrum use by subsidiary Simba Telecom. The IMDA is investigating potential breaches of Singapore’s Telecommunications Act, putting the M1 transaction at risk ahead of a regulatory long-stop date on 21 May 2026. Tuas has said it is fully cooperating with the regulator, running its own internal inquiries, and remains in discussions with authorities, while reporting 26% revenue growth and 27% underlying EBITDA growth for the first half of fiscal 2026. The key issue now is regulatory. The outcome of the spectrum investigation will likely determine whether Tuas can complete the M1 deal that sits at the center of its current expansion plans. Until there is more clarity from the IMDA, investors are mainly weighing regulatory and execution risk around the acquisition against the company’s recent operating momentum.
Buy Or Sell Opportunity • May 19Now 30% overvaluedOver the last 90 days, the stock has fallen 59% to AU$2.67. The fair value is estimated to be AU$2.05, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Meanwhile, the company has become profitable.
New Risk • May 18New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Australian stocks, typically moving 19% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (19% average weekly change). Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (17% increase in shares outstanding).
New Risk • Mar 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 36% 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. 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 (17% increase in shares outstanding).
お知らせ • Mar 12Tuas Limited to Report First Half, 2026 Results on Mar 25, 2026Tuas Limited announced that they will report first half, 2026 results on Mar 25, 2026
分析記事 • Jan 06Tuas Limited's (ASX:TUA) Earnings Haven't Escaped The Attention Of InvestorsWhen you see that almost half of the companies in the Telecom industry in Australia have price-to-sales ratios (or...
お知らせ • Oct 21Tuas Limited, Annual General Meeting, Dec 01, 2025Tuas Limited, Annual General Meeting, Dec 01, 2025. Location: rydges sydney central, 28 albion street, surry hills nsw, Australia
分析記事 • Oct 02Investors Shouldn't Be Too Comfortable With Tuas' (ASX:TUA) EarningsTuas Limited's ( ASX:TUA ) robust earnings report didn't manage to move the market for its stock. Our analysis suggests...
お知らせ • Oct 02Tuas Limited has completed a Follow-on Equity Offering in the amount of AUD 50.004187 million.Tuas Limited has completed a Follow-on Equity Offering in the amount of AUD 50.004187 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 9,075,170 Price\Range: AUD 5.51
分析記事 • Sep 28Investors Interested In Tuas Limited's (ASX:TUA) RevenuesWhen close to half the companies in the Telecom industry in Australia have price-to-sales ratios (or "P/S") below 0.8x...
Board Change • Sep 25Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Craig Levy was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Sep 24Full year 2025 earnings released: EPS: S$0.015 (vs S$0.009 loss in FY 2024)Full year 2025 results: EPS: S$0.015 (up from S$0.009 loss in FY 2024). Revenue: S$151.3m (up 29% from FY 2024). Net income: S$6.90m (up S$11.3m from FY 2024). Profit margin: 4.6% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Telecom industry in Australia. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 70% per year, which means it is significantly lagging earnings growth.
New Risk • Aug 15New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 15% 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. This is currently the only risk that has been identified for the company.
お知らせ • Aug 13Tuas Limited has completed a Follow-on Equity Offering in the amount of AUD 385.169828 million.Tuas Limited has completed a Follow-on Equity Offering in the amount of AUD 385.169828 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 69,903,780 Price\Range: AUD 5.51 Transaction Features: Subsequent Direct Listing
Buy Or Sell Opportunity • Aug 12Now 50% overvalued after recent price riseOver the last 90 days, the stock has risen 25% to AU$7.14. The fair value is estimated to be AU$4.77, however this is not to be taken as a sell recommendation but rather should be used as a guide only.
お知らせ • Aug 12+ 1 more updateTuas Limited has filed a Follow-on Equity Offering in the amount of AUD 366.295807 million.Tuas Limited has filed a Follow-on Equity Offering in the amount of AUD 366.295807 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 69,903,780 Price\Range: AUD 5.24 Transaction Features: Subsequent Direct Listing
お知らせ • Aug 11Tuas Limited to Report Fiscal Year 2025 Results on Sep 24, 2025Tuas Limited announced that they will report fiscal year 2025 results on Sep 24, 2025
Buy Or Sell Opportunity • May 16Now 24% overvaluedOver the last 90 days, the stock has fallen 12% to AU$5.80. The fair value is estimated to be AU$4.69, however this is not to be taken as a sell recommendation but rather should be used as a guide only.
Buy Or Sell Opportunity • Apr 29Now 22% overvaluedOver the last 90 days, the stock has fallen 11% to AU$5.66. The fair value is estimated to be AU$4.65, however this is not to be taken as a sell recommendation but rather should be used as a guide only.
Reported Earnings • Mar 28First half 2025 earnings released: EPS: S$0.006 (vs S$0.008 loss in 1H 2024)First half 2025 results: EPS: S$0.006 (up from S$0.008 loss in 1H 2024). Revenue: S$73.2m (up 34% from 1H 2024). Net income: S$3.02m (up S$6.51m from 1H 2024). Profit margin: 4.1% (up from net loss in 1H 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Telecom industry in Australia.
お知らせ • Mar 17Tuas Limited to Report First Half, 2025 Results on Mar 26, 2025Tuas Limited announced that they will report first half, 2025 results on Mar 26, 2025
分析記事 • Jan 29Why Investors Shouldn't Be Surprised By Tuas Limited's (ASX:TUA) P/STuas Limited's ( ASX:TUA ) price-to-sales (or "P/S") ratio of 21.4x may look like a poor investment opportunity when...
お知らせ • Oct 22Tuas Limited, Annual General Meeting, Dec 06, 2024Tuas Limited, Annual General Meeting, Dec 06, 2024. Location: to be held at rydges sydney central, 28 albion street, surry hills nsw, Australia
分析記事 • Oct 01Tuas Limited's (ASX:TUA) P/S Is Still On The Mark Following 25% Share Price BounceTuas Limited ( ASX:TUA ) shareholders have had their patience rewarded with a 25% share price jump in the last month...
Reported Earnings • Sep 24Full year 2024 earnings released: S$0.009 loss per share (vs S$0.033 loss in FY 2023)Full year 2024 results: S$0.009 loss per share (improved from S$0.033 loss in FY 2023). Revenue: S$117.1m (up 36% from FY 2023). Net loss: S$4.37m (loss narrowed 71% from FY 2023). Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 3.4% growth forecast for the Telecom industry in Australia. Over the last 3 years on average, earnings per share has increased by 48% per year whereas the company’s share price has increased by 53% per year.
お知らせ • Sep 11Tuas Limited to Report Fiscal Year 2024 Results on Sep 24, 2024Tuas Limited announced that they will report fiscal year 2024 results on Sep 24, 2024
Reported Earnings • Mar 21First half 2024 earnings released: S$0.008 loss per share (vs S$0.016 loss in 1H 2023)First half 2024 results: S$0.008 loss per share (improved from S$0.016 loss in 1H 2023). Revenue: S$54.7m (up 38% from 1H 2023). Net loss: S$3.50m (loss narrowed 54% from 1H 2023). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Telecom industry in Australia.
お知らせ • Mar 08Tuas Limited to Report First Half, 2024 Results on Mar 20, 2024Tuas Limited announced that they will report first half, 2024 results on Mar 20, 2024
分析記事 • Jan 29Here's Why We're Not At All Concerned With Tuas' (ASX:TUA) Cash Burn SituationThere's no doubt that money can be made by owning shares of unprofitable businesses. Indeed, Tuas ( ASX:TUA ) stock is...
分析記事 • Dec 18Tuas Limited's (ASX:TUA) P/S Is Still On The Mark Following 33% Share Price BounceTuas Limited ( ASX:TUA ) shares have continued their recent momentum with a 33% gain in the last month alone. The last...
お知らせ • Dec 01Tuas Limited Announces the Appointment of Craig Linton Levy as DirectorTuas Limited announced the appointment of Craig Linton Levy as Director, effective December 1, 2023.
Reported Earnings • Oct 24Full year 2023 earnings released: S$0.033 loss per share (vs S$0.058 loss in FY 2022)Full year 2023 results: S$0.033 loss per share (improved from S$0.058 loss in FY 2022). Revenue: S$86.1m (up 50% from FY 2022). Net loss: S$15.3m (loss narrowed 43% from FY 2022). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Telecom industry in Australia.
分析記事 • Sep 19We're Not Worried About Tuas' (ASX:TUA) Cash BurnJust because a business does not make any money, does not mean that the stock will go down. For example, biotech and...
Reported Earnings • Sep 19Full year 2023 earnings released: S$0.033 loss per share (vs S$0.058 loss in FY 2022)Full year 2023 results: S$0.033 loss per share (improved from S$0.058 loss in FY 2022). Revenue: S$86.1m (up 50% from FY 2022). Net loss: S$15.3m (loss narrowed 43% from FY 2022). Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Telecom industry in Australia.
お知らせ • Sep 11+ 1 more updateTuas Limited to Report Fiscal Year 2023 Results on Sep 19, 2023Tuas Limited announced that they will report fiscal year 2023 results on Sep 19, 2023
分析記事 • Aug 11Tuas Limited's (ASX:TUA) Share Price Matching Investor OpinionWhen close to half the companies in the Telecom industry in Australia have price-to-sales ratios (or "P/S") below 1.2x...
分析記事 • Jun 02We're Interested To See How Tuas (ASX:TUA) Uses Its Cash Hoard To GrowJust because a business does not make any money, does not mean that the stock will go down. For example, although...
Reported Earnings • Mar 24First half 2023 earnings releasedFirst half 2023 results: Revenue: S$39.6m (up 38% from 1H 2022). Net loss: S$7.52m (loss narrowed 44% from 1H 2022). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Telecom industry in Australia.
分析記事 • Nov 29Companies Like Tuas (ASX:TUA) Are In A Position To Invest In GrowthJust because a business does not make any money, does not mean that the stock will go down. For example, although...
Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). Executive Chairman David Teoh is the most experienced director on the board, commencing their role in 2020. Independent Non-Executive Director Alan Latimer was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Reported Earnings • Oct 22Full year 2022 earnings released: S$0.058 loss per share (vs S$0.089 loss in FY 2021)Full year 2022 results: S$0.058 loss per share (improved from S$0.089 loss in FY 2021). Revenue: S$57.4m (up 67% from FY 2021). Net loss: S$26.7m (loss narrowed 18% from FY 2021). Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Telecom industry in Australia.
Reported Earnings • Sep 20Full year 2022 earnings released: S$0.058 loss per share (vs S$0.057 loss in FY 2021)Full year 2022 results: S$0.058 loss per share (further deteriorated from S$0.057 loss in FY 2021). Revenue: S$57.4m (up 86% from FY 2021). Net loss: S$26.7m (loss widened 28% from FY 2021). Revenue is forecast to grow 27% p.a. on average during the next 2 years, compared to a 4.5% growth forecast for the Telecom industry in Australia.
お知らせ • Sep 07+ 1 more updateTuas Limited to Report Fiscal Year 2022 Results on Sep 20, 2022Tuas Limited announced that they will report fiscal year 2022 results on Sep 20, 2022
Board Change • Aug 02Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (3 non-independent directors). Executive Chairman David Teoh is the most experienced director on the board, commencing their role in 2020. Independent Non-Executive Director Alan Latimer was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.
お知らせ • Jul 29Tuas Limited Announces Change in DirectorsTuas Limited advised the market that Mr. Jack Teoh has resigned his position as a non-executive director of the Company in order to focus on other business interests. In his place, the Board has resolved to appoint Bob Teoh to fill the casual vacancy. The Board welcomes Bob Teoh, who brings youth, skills and experience. Bob holds a Bachelor of Science in Economics from The Wharton School, University of Pennsylvania, and has been the CEO and Managing Director of the Oscar Wylee group.
お知らせ • Jul 28Tuas Limited Appoints Bob Teoh as DirectorTuas Limited announced the appointment of Bob Teoh as Director. Date of appointment is July 28, 2022.
Board Change • Apr 27Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (3 non-independent directors). Executive Chairman David Teoh is the most experienced director on the board, commencing their role in 2020. Independent Non-Executive Director Alan Latimer was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.
分析記事 • Feb 28Here's Why We're Not At All Concerned With Tuas' (ASX:TUA) Cash Burn SituationWe can readily understand why investors are attracted to unprofitable companies. Indeed, Tuas ( ASX:TUA ) stock is up...
Reported Earnings • Oct 28Full year 2021 earnings released: S$0.057 loss per shareThe company reported a solid full year result with improved revenues and control over costs, although losses increased. Full year 2021 results: Revenue: S$30.9m (up S$25.8m from FY 2020). Net loss: S$20.9m (loss widened 34% from FY 2020).
分析記事 • Oct 17We Think Tuas (ASX:TUA) Can Easily Afford To Drive Business GrowthWe can readily understand why investors are attracted to unprofitable companies. Indeed, Tuas ( ASX:TUA ) stock is up...
Executive Departure • Jun 16Company Secretary Clare Craven has left the companyOn the 11th of June, Clare Craven's tenure as Company Secretary ended. We don't have any record of a personal shareholding under Clare's name. Clare is the only executive to leave the company over the last 12 months.
分析記事 • Feb 22Companies Like Tuas (ASX:TUA) Could Be Quite RiskyWe can readily understand why investors are attracted to unprofitable companies. For example, although...
お知らせ • Jan 28+ 2 more updatesTuas Limited(ASX:TUA) dropped from S&P/ASX 100 IndexTuas Limited(ASX:TUA) dropped from S&P/ASX 100 Index
分析記事 • Jan 12What Is The Ownership Structure Like For Tuas Limited (ASX:TUA)?The big shareholder groups in Tuas Limited ( ASX:TUA ) have power over the company. Institutions often own shares in...
お知らせ • Dec 21Tuas Limited(ASX:TUA) dropped from FTSE All-World Index (USD)Tuas Limited(ASX:TUA) dropped from FTSE All-World Index (USD)
Recent Insider Transactions • Dec 15Independent Non-Executive Director recently bought AU$100k worth of stockOn the 11th of December, Alan Latimer bought around 150k shares on-market at roughly AU$0.67 per share. In the last 3 months, there was an even bigger purchase from another insider worth AU$669k. Insiders have collectively bought AU$769k more in shares than they have sold in the last 12 months.
分析記事 • Dec 08Robert Millner Is The Non-Executive Director of Tuas Limited (ASX:TUA) And They Just Picked Up 24% More SharesPotential Tuas Limited ( ASX:TUA ) shareholders may wish to note that the Non-Executive Director, Robert Millner...
Recent Insider Transactions • Dec 08Non-Executive Director recently bought AU$669k worth of stockOn the 30th of November, Robert Millner bought around 1m shares on-market at roughly AU$0.67 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
分析記事 • Nov 23Companies Like Tuas (ASX:TUA) Could Be Quite RiskyThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...
Is New 90 Day High Low • Nov 17New 90-day high: AU$0.79The company is up 34% from its price of AU$0.58 on 19 August 2020. The Australian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is up 5.0% over the same period.
お知らせ • Oct 30Tuas Limited to Report First Half, 2020 Results on Oct 30, 2020Tuas Limited announced that they will report first half, 2020 results on Oct 30, 2020
Is New 90 Day High Low • Oct 30New 90-day high: AU$0.76The company is up 8.0% from its price of AU$0.70 on 31 July 2020. The Australian market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is down 15% over the same period.