View Financial HealthSaiham Cotton Mills 配当と自社株買い配当金 基準チェック /46Saiham Cotton Mills配当を支払う会社であり、現在の利回りは3.02%で、収益によって十分にカバーされています。主要情報3.0%配当利回りn/aバイバック利回り総株主利回りn/a将来の配当利回りn/a配当成長-3.4%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向77%最近の配当と自社株買いの更新お知らせ • Oct 30Saiham Cotton Mills Ltd. announces Annual dividend, payable on January 28, 2026Saiham Cotton Mills Ltd. announced Annual dividend of BDT 0.7000 per share payable on January 28, 2026, ex-date on November 20, 2025 and record date on November 19, 2025.Upcoming Dividend • Nov 12Upcoming dividend of ৳0.50 per shareEligible shareholders must have bought the stock before 19 November 2024. Payment date: 19 January 2025. The company last paid an ordinary dividend in August 2014. The average dividend yield among industry peers is 3.3%.お知らせ • Oct 30+ 1 more updateSaiham Cotton Mills Ltd. Recommends Cash Dividend for the Year Ended June 30, 2024The Board of Directors of Saiham Cotton Mills Ltd. recommended 5% Cash Dividend for the year ended June 30, 2024.お知らせ • Oct 31Saiham Cotton Mills Ltd. Recommends No Dividends for the Year Ended June 30, 2023The Board of Directors of Saiham Cotton Mills Ltd. has recommended No Dividend for the year ended June 30, 2023.お知らせ • Nov 01Saiham Cotton Mills Ltd. Recommends Cash Dividend for the Year Ended June 30, 2022Saiham Cotton Mills Ltd. has recommended 11% cash dividend for the year ended June 30, 2022.Upcoming Dividend • Nov 11Upcoming dividend of ৳1.00 per shareEligible shareholders must have bought the stock before 18 November 2021. Payment date: 11 January 2022. Trailing yield: 5.2%. Within top quartile of Bangladeshi dividend payers (3.0%). Higher than average of industry peers (2.4%).すべての更新を表示Recent updatesBoard Change • May 20Less 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 Director Tasnuva Ahmed was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 24Saiham Cotton Mills Ltd. to Report Q3, 2026 Results on Apr 30, 2026Saiham Cotton Mills Ltd. announced that they will report Q3, 2026 results on Apr 30, 2026お知らせ • Jan 26Saiham Cotton Mills Ltd. to Report Q2, 2026 Results on Jan 29, 2026Saiham Cotton Mills Ltd. announced that they will report Q2, 2026 results on Jan 29, 2026お知らせ • Nov 11Saiham Cotton Mills Ltd. to Report Q1, 2026 Results on Nov 13, 2025Saiham Cotton Mills Ltd. announced that they will report Q1, 2026 results on Nov 13, 2025お知らせ • Oct 30Saiham Cotton Mills Ltd. announces Annual dividend, payable on January 28, 2026Saiham Cotton Mills Ltd. announced Annual dividend of BDT 0.7000 per share payable on January 28, 2026, ex-date on November 20, 2025 and record date on November 19, 2025.お知らせ • Oct 29Saiham Cotton Mills Ltd., Annual General Meeting, Dec 29, 2025Saiham Cotton Mills Ltd., Annual General Meeting, Dec 29, 2025, at 11:00 Central Asia Standard Time. Location: at mill premises, noyapara, p.o-saiham nagar, u.z.-, madhabpur, dist-habiganj., Bangladeshお知らせ • Oct 20Saiham Cotton Mills Ltd. to Report Fiscal Year 2025 Results on Oct 28, 2025Saiham Cotton Mills Ltd. announced that they will report fiscal year 2025 results on Oct 28, 2025お知らせ • Apr 23Saiham Cotton Mills Ltd. to Report Q3, 2025 Results on Apr 30, 2025Saiham Cotton Mills Ltd. announced that they will report Q3, 2025 results on Apr 30, 2025お知らせ • Jan 23Saiham Cotton Mills Ltd. to Report Q2, 2025 Results on Jan 30, 2025Saiham Cotton Mills Ltd. announced that they will report Q2, 2025 results on Jan 30, 2025New Risk • Nov 17New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended March 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.7x net interest cover). Earnings have declined by 2.4% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported March 2024 fiscal period end). Market cap is less than US$100m (৳2.22b market cap, or US$18.5m).Upcoming Dividend • Nov 12Upcoming dividend of ৳0.50 per shareEligible shareholders must have bought the stock before 19 November 2024. Payment date: 19 January 2025. The company last paid an ordinary dividend in August 2014. The average dividend yield among industry peers is 3.3%.お知らせ • Nov 09Saiham Cotton Mills Ltd. to Report Q1, 2025 Results on Nov 14, 2024Saiham Cotton Mills Ltd. announced that they will report Q1, 2025 results on Nov 14, 2024お知らせ • Oct 30+ 1 more updateSaiham Cotton Mills Ltd. Recommends Cash Dividend for the Year Ended June 30, 2024The Board of Directors of Saiham Cotton Mills Ltd. recommended 5% Cash Dividend for the year ended June 30, 2024.お知らせ • Oct 17Saiham Cotton Mills Ltd. to Report Fiscal Year 2024 Results on Oct 28, 2024Saiham Cotton Mills Ltd. announced that they will report fiscal year 2024 results on Oct 28, 2024New Risk • Aug 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Bangladeshi stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.7x net interest cover). Earnings have declined by 2.4% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Market cap is less than US$100m (৳2.65b market cap, or US$22.3m).Valuation Update With 7 Day Price Move • Aug 18Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ৳18.80, the stock trades at a trailing P/E ratio of 19.9x. Average trailing P/E is 29x in the Luxury industry in Bangladesh. Total returns to shareholders of 1.9% over the past three years.Reported Earnings • May 02Third quarter 2024 earnings released: EPS: ৳0.35 (vs ৳0.30 loss in 3Q 2023)Third quarter 2024 results: EPS: ৳0.35 (up from ৳0.30 loss in 3Q 2023). Revenue: ৳1.44b (up 17% from 3Q 2023). Net income: ৳51.6m (up ৳96.1m from 3Q 2023). Profit margin: 3.6% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 1% per year.お知らせ • Apr 26Saiham Cotton Mills Ltd. to Report Q3, 2024 Results on Apr 30, 2024Saiham Cotton Mills Ltd. announced that they will report Q3, 2024 results on Apr 30, 2024Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ৳17.00, the stock trades at a trailing P/E ratio of 57.1x. Average trailing P/E is 36x in the Luxury industry in Bangladesh. Total returns to shareholders of 20% over the past three years.Reported Earnings • Feb 01Second quarter 2024 earnings released: EPS: ৳0.27 (vs ৳0.039 in 2Q 2023)Second quarter 2024 results: EPS: ৳0.27 (up from ৳0.039 in 2Q 2023). Revenue: ৳1.27b (up 3.8% from 2Q 2023). Net income: ৳39.9m (up ৳34.0m from 2Q 2023). Profit margin: 3.1% (up from 0.5% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Jan 24Saiham Cotton Mills Ltd. to Report Q2, 2024 Results on Jan 30, 2024Saiham Cotton Mills Ltd. announced that they will report Q2, 2024 results on Jan 30, 2024Reported Earnings • Dec 09First quarter 2024 earnings released: EPS: ৳0.13 (vs ৳0.36 in 1Q 2023)First quarter 2024 results: EPS: ৳0.13 (down from ৳0.36 in 1Q 2023). Revenue: ৳1.59b (up 38% from 1Q 2023). Net income: ৳18.8m (down 65% from 1Q 2023). Profit margin: 1.2% (down from 4.6% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.New Risk • Nov 19New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended March 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Dividend is not well covered by earnings and cash flows. Dividend per share is over 11x earnings per share. Paying a dividend despite having no free cash flows. Earnings have declined by 9.5% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported March 2023 fiscal period end). Profit margins are more than 30% lower than last year (0.3% net profit margin). Market cap is less than US$100m (৳2.44b market cap, or US$22.1m).お知らせ • Oct 31Saiham Cotton Mills Ltd. Recommends No Dividends for the Year Ended June 30, 2023The Board of Directors of Saiham Cotton Mills Ltd. has recommended No Dividend for the year ended June 30, 2023.お知らせ • Oct 17Saiham Cotton Mills Ltd. to Report Fiscal Year 2023 Results on Oct 28, 2023Saiham Cotton Mills Ltd. announced that they will report fiscal year 2023 results on Oct 28, 2023Reported Earnings • May 06Third quarter 2023 earnings released: ৳0.30 loss per share (vs ৳0.57 profit in 3Q 2022)Third quarter 2023 results: ৳0.30 loss per share (down from ৳0.57 profit in 3Q 2022). Revenue: ৳1.23b (down 3.3% from 3Q 2022). Net loss: ৳44.4m (down 152% from profit in 3Q 2022).Reported Earnings • Feb 04Second quarter 2023 earnings released: EPS: ৳0.04 (vs ৳0.44 in 2Q 2022)Second quarter 2023 results: EPS: ৳0.04 (down from ৳0.44 in 2Q 2022). Revenue: ৳1.22b (down 8.2% from 2Q 2022). Net income: ৳5.85m (down 91% from 2Q 2022). Profit margin: 0.5% (down from 4.9% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Director Mohammad Hossain was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Nov 01Saiham Cotton Mills Ltd. Recommends Cash Dividend for the Year Ended June 30, 2022Saiham Cotton Mills Ltd. has recommended 11% cash dividend for the year ended June 30, 2022.Reported Earnings • May 28Third quarter 2022 earnings released: EPS: ৳0.57 (vs ৳0.36 in 3Q 2021)Third quarter 2022 results: EPS: ৳0.57 (up from ৳0.36 in 3Q 2021). Revenue: ৳1.28b (up 72% from 3Q 2021). Net income: ৳85.0m (up 61% from 3Q 2021). Profit margin: 6.7% (down from 7.1% in 3Q 2021). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Director Mohammad Hossain was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 08Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: ৳0.44 (up from ৳0.22 in 2Q 2021). Revenue: ৳1.33b (up 52% from 2Q 2021). Net income: ৳65.9m (up 105% from 2Q 2021). Profit margin: 4.9% (up from 3.7% in 2Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.Reported Earnings • Dec 05First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: ৳0.46 loss per share (down from ৳0.15 profit in 1Q 2021). Revenue: ৳728.3m (down 26% from 1Q 2021). Net loss: ৳68.6m (down 410% from profit in 1Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Nov 11Upcoming dividend of ৳1.00 per shareEligible shareholders must have bought the stock before 18 November 2021. Payment date: 11 January 2022. Trailing yield: 5.2%. Within top quartile of Bangladeshi dividend payers (3.0%). Higher than average of industry peers (2.4%).Reported Earnings • May 28Third quarter 2021 earnings released: EPS ৳0.36 (vs ৳0.11 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: ৳740.5m (down 26% from 3Q 2020). Net income: ৳52.9m (up 218% from 3Q 2020). Profit margin: 7.1% (up from 1.7% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.Reported Earnings • Feb 01Second quarter 2021 earnings released: EPS ৳0.22 (vs ৳0.19 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: ৳874.4m (up 23% from 2Q 2020). Net income: ৳32.2m (up 13% from 2Q 2020). Profit margin: 3.7% (down from 4.0% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • Oct 30Saiham Cotton Mills Ltd. Recommends No Cash Dividend for the Year Ended on June 30, 2020The Board of Directors of Saiham Cotton Mills Ltd. has recommended no cash dividend for the year ended on June 30, 2020.決済の安定と成長配当データの取得安定した配当: SAIHAMCOTの配当金支払いは、過去10年間 変動性 が高かった。増加する配当: SAIHAMCOTの配当金は過去10年間にわたって増加しています。配当利回り対市場Saiham Cotton Mills 配当利回り対市場SAIHAMCOT 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (SAIHAMCOT)3.0%市場下位25% (BD)0.7%市場トップ25% (BD)3.3%業界平均 (Luxury)2.5%アナリスト予想 (SAIHAMCOT) (最長3年)n/a注目すべき配当: SAIHAMCOTの配当金 ( 3.02% ) はBD市場の配当金支払者の下位 25% ( 0.72% ) よりも高くなっています。高配当: SAIHAMCOTの配当金 ( 3.02% ) はBD市場の配当金支払者の上位 25% ( 3.25% ) と比較すると低いです。株主への利益配当収益カバレッジ: 現在の配当性向（ 77.4% ）では、 SAIHAMCOTの支払いは利益によってカバーされています。株主配当金キャッシュフローカバレッジ: SAIHAMCOTは 現金配当性向 ( 12.8% ) が低いため、配当金の支払いはキャッシュフローによって完全にカバーされています。高配当企業の発掘7D1Y7D1Y7D1YBD 市場の強力な配当支払い企業。View Management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2026/08/12 06:15終値2026/08/12 00:00収益2026/03/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこの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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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Saiham Cotton Mills Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
お知らせ • Oct 30Saiham Cotton Mills Ltd. announces Annual dividend, payable on January 28, 2026Saiham Cotton Mills Ltd. announced Annual dividend of BDT 0.7000 per share payable on January 28, 2026, ex-date on November 20, 2025 and record date on November 19, 2025.
Upcoming Dividend • Nov 12Upcoming dividend of ৳0.50 per shareEligible shareholders must have bought the stock before 19 November 2024. Payment date: 19 January 2025. The company last paid an ordinary dividend in August 2014. The average dividend yield among industry peers is 3.3%.
お知らせ • Oct 30+ 1 more updateSaiham Cotton Mills Ltd. Recommends Cash Dividend for the Year Ended June 30, 2024The Board of Directors of Saiham Cotton Mills Ltd. recommended 5% Cash Dividend for the year ended June 30, 2024.
お知らせ • Oct 31Saiham Cotton Mills Ltd. Recommends No Dividends for the Year Ended June 30, 2023The Board of Directors of Saiham Cotton Mills Ltd. has recommended No Dividend for the year ended June 30, 2023.
お知らせ • Nov 01Saiham Cotton Mills Ltd. Recommends Cash Dividend for the Year Ended June 30, 2022Saiham Cotton Mills Ltd. has recommended 11% cash dividend for the year ended June 30, 2022.
Upcoming Dividend • Nov 11Upcoming dividend of ৳1.00 per shareEligible shareholders must have bought the stock before 18 November 2021. Payment date: 11 January 2022. Trailing yield: 5.2%. Within top quartile of Bangladeshi dividend payers (3.0%). Higher than average of industry peers (2.4%).
Board Change • May 20Less 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 Director Tasnuva Ahmed was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 24Saiham Cotton Mills Ltd. to Report Q3, 2026 Results on Apr 30, 2026Saiham Cotton Mills Ltd. announced that they will report Q3, 2026 results on Apr 30, 2026
お知らせ • Jan 26Saiham Cotton Mills Ltd. to Report Q2, 2026 Results on Jan 29, 2026Saiham Cotton Mills Ltd. announced that they will report Q2, 2026 results on Jan 29, 2026
お知らせ • Nov 11Saiham Cotton Mills Ltd. to Report Q1, 2026 Results on Nov 13, 2025Saiham Cotton Mills Ltd. announced that they will report Q1, 2026 results on Nov 13, 2025
お知らせ • Oct 30Saiham Cotton Mills Ltd. announces Annual dividend, payable on January 28, 2026Saiham Cotton Mills Ltd. announced Annual dividend of BDT 0.7000 per share payable on January 28, 2026, ex-date on November 20, 2025 and record date on November 19, 2025.
お知らせ • Oct 29Saiham Cotton Mills Ltd., Annual General Meeting, Dec 29, 2025Saiham Cotton Mills Ltd., Annual General Meeting, Dec 29, 2025, at 11:00 Central Asia Standard Time. Location: at mill premises, noyapara, p.o-saiham nagar, u.z.-, madhabpur, dist-habiganj., Bangladesh
お知らせ • Oct 20Saiham Cotton Mills Ltd. to Report Fiscal Year 2025 Results on Oct 28, 2025Saiham Cotton Mills Ltd. announced that they will report fiscal year 2025 results on Oct 28, 2025
お知らせ • Apr 23Saiham Cotton Mills Ltd. to Report Q3, 2025 Results on Apr 30, 2025Saiham Cotton Mills Ltd. announced that they will report Q3, 2025 results on Apr 30, 2025
お知らせ • Jan 23Saiham Cotton Mills Ltd. to Report Q2, 2025 Results on Jan 30, 2025Saiham Cotton Mills Ltd. announced that they will report Q2, 2025 results on Jan 30, 2025
New Risk • Nov 17New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended March 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.7x net interest cover). Earnings have declined by 2.4% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported March 2024 fiscal period end). Market cap is less than US$100m (৳2.22b market cap, or US$18.5m).
Upcoming Dividend • Nov 12Upcoming dividend of ৳0.50 per shareEligible shareholders must have bought the stock before 19 November 2024. Payment date: 19 January 2025. The company last paid an ordinary dividend in August 2014. The average dividend yield among industry peers is 3.3%.
お知らせ • Nov 09Saiham Cotton Mills Ltd. to Report Q1, 2025 Results on Nov 14, 2024Saiham Cotton Mills Ltd. announced that they will report Q1, 2025 results on Nov 14, 2024
お知らせ • Oct 30+ 1 more updateSaiham Cotton Mills Ltd. Recommends Cash Dividend for the Year Ended June 30, 2024The Board of Directors of Saiham Cotton Mills Ltd. recommended 5% Cash Dividend for the year ended June 30, 2024.
お知らせ • Oct 17Saiham Cotton Mills Ltd. to Report Fiscal Year 2024 Results on Oct 28, 2024Saiham Cotton Mills Ltd. announced that they will report fiscal year 2024 results on Oct 28, 2024
New Risk • Aug 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Bangladeshi stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.7x net interest cover). Earnings have declined by 2.4% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Market cap is less than US$100m (৳2.65b market cap, or US$22.3m).
Valuation Update With 7 Day Price Move • Aug 18Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ৳18.80, the stock trades at a trailing P/E ratio of 19.9x. Average trailing P/E is 29x in the Luxury industry in Bangladesh. Total returns to shareholders of 1.9% over the past three years.
Reported Earnings • May 02Third quarter 2024 earnings released: EPS: ৳0.35 (vs ৳0.30 loss in 3Q 2023)Third quarter 2024 results: EPS: ৳0.35 (up from ৳0.30 loss in 3Q 2023). Revenue: ৳1.44b (up 17% from 3Q 2023). Net income: ৳51.6m (up ৳96.1m from 3Q 2023). Profit margin: 3.6% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 1% per year.
お知らせ • Apr 26Saiham Cotton Mills Ltd. to Report Q3, 2024 Results on Apr 30, 2024Saiham Cotton Mills Ltd. announced that they will report Q3, 2024 results on Apr 30, 2024
Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ৳17.00, the stock trades at a trailing P/E ratio of 57.1x. Average trailing P/E is 36x in the Luxury industry in Bangladesh. Total returns to shareholders of 20% over the past three years.
Reported Earnings • Feb 01Second quarter 2024 earnings released: EPS: ৳0.27 (vs ৳0.039 in 2Q 2023)Second quarter 2024 results: EPS: ৳0.27 (up from ৳0.039 in 2Q 2023). Revenue: ৳1.27b (up 3.8% from 2Q 2023). Net income: ৳39.9m (up ৳34.0m from 2Q 2023). Profit margin: 3.1% (up from 0.5% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Jan 24Saiham Cotton Mills Ltd. to Report Q2, 2024 Results on Jan 30, 2024Saiham Cotton Mills Ltd. announced that they will report Q2, 2024 results on Jan 30, 2024
Reported Earnings • Dec 09First quarter 2024 earnings released: EPS: ৳0.13 (vs ৳0.36 in 1Q 2023)First quarter 2024 results: EPS: ৳0.13 (down from ৳0.36 in 1Q 2023). Revenue: ৳1.59b (up 38% from 1Q 2023). Net income: ৳18.8m (down 65% from 1Q 2023). Profit margin: 1.2% (down from 4.6% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
New Risk • Nov 19New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended March 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Dividend is not well covered by earnings and cash flows. Dividend per share is over 11x earnings per share. Paying a dividend despite having no free cash flows. Earnings have declined by 9.5% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported March 2023 fiscal period end). Profit margins are more than 30% lower than last year (0.3% net profit margin). Market cap is less than US$100m (৳2.44b market cap, or US$22.1m).
お知らせ • Oct 31Saiham Cotton Mills Ltd. Recommends No Dividends for the Year Ended June 30, 2023The Board of Directors of Saiham Cotton Mills Ltd. has recommended No Dividend for the year ended June 30, 2023.
お知らせ • Oct 17Saiham Cotton Mills Ltd. to Report Fiscal Year 2023 Results on Oct 28, 2023Saiham Cotton Mills Ltd. announced that they will report fiscal year 2023 results on Oct 28, 2023
Reported Earnings • May 06Third quarter 2023 earnings released: ৳0.30 loss per share (vs ৳0.57 profit in 3Q 2022)Third quarter 2023 results: ৳0.30 loss per share (down from ৳0.57 profit in 3Q 2022). Revenue: ৳1.23b (down 3.3% from 3Q 2022). Net loss: ৳44.4m (down 152% from profit in 3Q 2022).
Reported Earnings • Feb 04Second quarter 2023 earnings released: EPS: ৳0.04 (vs ৳0.44 in 2Q 2022)Second quarter 2023 results: EPS: ৳0.04 (down from ৳0.44 in 2Q 2022). Revenue: ৳1.22b (down 8.2% from 2Q 2022). Net income: ৳5.85m (down 91% from 2Q 2022). Profit margin: 0.5% (down from 4.9% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Director Mohammad Hossain was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 01Saiham Cotton Mills Ltd. Recommends Cash Dividend for the Year Ended June 30, 2022Saiham Cotton Mills Ltd. has recommended 11% cash dividend for the year ended June 30, 2022.
Reported Earnings • May 28Third quarter 2022 earnings released: EPS: ৳0.57 (vs ৳0.36 in 3Q 2021)Third quarter 2022 results: EPS: ৳0.57 (up from ৳0.36 in 3Q 2021). Revenue: ৳1.28b (up 72% from 3Q 2021). Net income: ৳85.0m (up 61% from 3Q 2021). Profit margin: 6.7% (down from 7.1% in 3Q 2021). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Director Mohammad Hossain was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 08Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: ৳0.44 (up from ৳0.22 in 2Q 2021). Revenue: ৳1.33b (up 52% from 2Q 2021). Net income: ৳65.9m (up 105% from 2Q 2021). Profit margin: 4.9% (up from 3.7% in 2Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
Reported Earnings • Dec 05First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: ৳0.46 loss per share (down from ৳0.15 profit in 1Q 2021). Revenue: ৳728.3m (down 26% from 1Q 2021). Net loss: ৳68.6m (down 410% from profit in 1Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Nov 11Upcoming dividend of ৳1.00 per shareEligible shareholders must have bought the stock before 18 November 2021. Payment date: 11 January 2022. Trailing yield: 5.2%. Within top quartile of Bangladeshi dividend payers (3.0%). Higher than average of industry peers (2.4%).
Reported Earnings • May 28Third quarter 2021 earnings released: EPS ৳0.36 (vs ৳0.11 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: ৳740.5m (down 26% from 3Q 2020). Net income: ৳52.9m (up 218% from 3Q 2020). Profit margin: 7.1% (up from 1.7% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.
Reported Earnings • Feb 01Second quarter 2021 earnings released: EPS ৳0.22 (vs ৳0.19 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: ৳874.4m (up 23% from 2Q 2020). Net income: ৳32.2m (up 13% from 2Q 2020). Profit margin: 3.7% (down from 4.0% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • Oct 30Saiham Cotton Mills Ltd. Recommends No Cash Dividend for the Year Ended on June 30, 2020The Board of Directors of Saiham Cotton Mills Ltd. has recommended no cash dividend for the year ended on June 30, 2020.