View Valuationaamra networks 将来の成長Future 基準チェック /06現在、 aamra networksの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Telecom 収益成長5.1%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a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 updatesBoard Change • 18hNo independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 4 highly experienced directors. No independent directors (4 non-independent directors). Non-Executive Director Fahmida Ahmed was the last director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Apr 28aamra networks limited to Report Q3, 2025 Results on Apr 30, 2025aamra networks limited announced that they will report Q3, 2025 results on Apr 30, 2025お知らせ • Jan 27aamra networks limited to Report Q2, 2025 Results on Jan 30, 2025aamra networks limited announced that they will report Q2, 2025 results on Jan 30, 2025New Risk • Nov 17New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 25% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (25% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (50% increase in shares outstanding). Market cap is less than US$100m (৳2.70b market cap, or US$22.5m).Upcoming Dividend • Nov 12Upcoming dividend of ৳1.00 per shareEligible shareholders must have bought the stock before 19 November 2024. Payment date: 30 January 2025. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of Bangladeshi dividend payers (4.5%). Higher than average of industry peers (2.8%).お知らせ • Nov 11aamra networks limited to Report Q1, 2025 Results on Nov 14, 2024aamra networks limited announced that they will report Q1, 2025 results on Nov 14, 2024New Risk • Nov 02New 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: Minor Risks Latest financial reports are more than 6 months old (reported March 2024 fiscal period end). Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (50% increase in shares outstanding). Market cap is less than US$100m (৳2.77b market cap, or US$23.1m).お知らせ • Oct 30Aamra Networks Limited Recommends Cash Dividend for the Year Ended June 30, 2024The Board of Directors of aamra networks limited recommended 10% Cash Dividend for the year ended June 30, 2024. Date of AGM: December 31, 2024. Record Date: November 18, 2024.お知らせ • Oct 21aamra networks limited to Report Fiscal Year 2024 Results on Oct 28, 2024aamra networks limited announced that they will report fiscal year 2024 results on Oct 28, 2024Reported Earnings • Apr 19Third quarter 2024 earnings released: EPS: ৳1.26 (vs ৳1.01 in 3Q 2023)Third quarter 2024 results: EPS: ৳1.26 (up from ৳1.01 in 3Q 2023). Revenue: ৳302.9m (up 1.1% from 3Q 2023). Net income: ৳78.4m (up 25% from 3Q 2023). Profit margin: 26% (up from 21% in 3Q 2023). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 10aamra networks limited to Report Q3, 2024 Results on Apr 16, 2024aamra networks limited announced that they will report Q3, 2024 results on Apr 16, 2024New Risk • Mar 19New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 50% 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 Dividend is not well covered by cash flows (dividend per share is over 10x cash flows per share). Shareholders have been diluted in the past year (50% increase in shares outstanding). Market cap is less than US$100m (৳3.61b market cap, or US$32.9m).Valuation Update With 7 Day Price Move • Feb 20Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ৳48.80, the stock trades at a trailing P/E ratio of 12.9x. Average trailing P/E is 31x in the Telecom industry in Bangladesh. Total returns to shareholders of 48% over the past three years.Reported Earnings • Feb 02Second quarter 2024 earnings released: EPS: ৳1.14 (vs ৳1.25 in 2Q 2023)Second quarter 2024 results: EPS: ৳1.14 (down from ৳1.25 in 2Q 2023). Revenue: ৳316.9m (up 14% from 2Q 2023). Net income: ৳70.4m (down 9.0% from 2Q 2023). Profit margin: 22% (down from 28% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 25aamra networks limited to Report Q2, 2024 Results on Jan 30, 2024aamra networks limited announced that they will report Q2, 2024 results on Jan 30, 2024Reported Earnings • Dec 04First quarter 2024 earnings released: EPS: ৳1.24 (vs ৳0.99 in 1Q 2023)First quarter 2024 results: EPS: ৳1.24 (up from ৳0.99 in 1Q 2023). Revenue: ৳368.8m (up 8.8% from 1Q 2023). Net income: ৳76.6m (up 25% from 1Q 2023). Profit margin: 21% (up from 18% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 06Upcoming dividend of ৳1.10 per share at 1.8% yieldEligible shareholders must have bought the stock before 13 September 2023. Payment date: 05 November 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Bangladeshi dividend payers (3.4%). In line with average of industry peers (1.8%).New Risk • Aug 26New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.8% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 8.9% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (৳3.85b market cap, or US$35.3m).お知らせ • Aug 24aamra networks limited, Annual General Meeting, Oct 04, 2023aamra networks limited, Annual General Meeting, Oct 04, 2023, at 10:00 Bangladesh Standard Time.お知らせ • Aug 23aamra networks limited Recommends Cash Dividend for the Year Ended June 30, 2023The Board of Directors of aamra networks limited has recommended 11% cash dividend for the year ended June 30, 2023. Date of AGM: October 04, 2023. Record Date: September 12, 2023.お知らせ • Aug 14aamra networks limited to Report Fiscal Year 2023 Results on Aug 21, 2023aamra networks limited announced that they will report fiscal year 2023 results on Aug 21, 2023Valuation Update With 7 Day Price Move • Jun 14Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ৳64.40, the stock trades at a trailing P/E ratio of 17x. Average trailing P/E is 26x in the Telecom industry in Bangladesh. Total returns to shareholders of 124% over the past three years.Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ৳73.00, the stock trades at a trailing P/E ratio of 23.2x. Average trailing P/E is 25x in the Telecom industry in Bangladesh. Total returns to shareholders of 154% over the past three years.Valuation Update With 7 Day Price Move • Mar 05Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ৳65.60, the stock trades at a trailing P/E ratio of 20.9x. Average trailing P/E is 24x in the Telecom industry in Bangladesh. Total returns to shareholders of 103% over the past three years.Reported Earnings • Feb 08Second quarter 2023 earnings released: EPS: ৳1.25 (vs ৳0.39 in 2Q 2022)Second quarter 2023 results: EPS: ৳1.25 (up from ৳0.39 in 2Q 2022). Revenue: ৳276.7m (up 6.1% from 2Q 2022). Net income: ৳77.3m (up 217% from 2Q 2022). Profit margin: 28% (up from 9.3% in 2Q 2022). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 26% per year, which means it is well ahead of 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 A.K.M. Alam was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Nov 02Investor sentiment improved over the past weekAfter last week's 19% share price gain to ৳45.70, the stock trades at a trailing P/E ratio of 27.4x. Average trailing P/E is 28x in the Telecom industry in Bangladesh. Total returns to shareholders of 25% over the past three years.お知らせ • Oct 27aamra networks limited Recommends Cash Dividend for the Year Ended June 30, 2022The Board of Directors of aamra networks limited has recommended 5% cash and 5% stock dividend for the year ended June 30, 2022. Date of AGM: December 29, 2022.Valuation Update With 7 Day Price Move • Jul 04Investor sentiment improved over the past weekAfter last week's 17% share price gain to ৳42.50, the stock trades at a trailing P/E ratio of 25.5x. Average trailing P/E is 25x in the Telecom industry in Bangladesh. Total loss to shareholders of 9.9% over the past three years.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. 1 independent director (4 non-independent directors). Independent Director Mahbub Rahman was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Mar 13Investor sentiment improved over the past weekAfter last week's 16% share price gain to ৳46.50, the stock trades at a trailing P/E ratio of 29.3x. Average trailing P/E is 27x in the Telecom industry in Bangladesh. Total loss to shareholders of 2.5% over the past three years.Reported Earnings • Feb 05Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: ৳0.39 (down from ৳0.43 in 2Q 2021). Revenue: ৳260.9m (up 5.4% from 2Q 2021). Net income: ৳24.4m (down 7.6% from 2Q 2021). Profit margin: 9.3% (down from 11% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improved over the past weekAfter last week's 22% share price gain to ৳52.80, the stock trades at a trailing P/E ratio of 31.1x. Average trailing P/E is 28x in the Telecom industry in Bangladesh. Total returns to shareholders of 10% over the past three years.Reported Earnings • Nov 28First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: ৳0.46 (down from ৳0.71 in 1Q 2021). Revenue: ৳248.8m (down 13% from 1Q 2021). Net income: ৳28.5m (down 35% from 1Q 2021). Profit margin: 12% (down from 15% in 1Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Reported Earnings • Feb 10Second quarter 2021 earnings released: EPS ৳0.47 (vs ৳0.83 in 2Q 2020)The company reported a poor second quarter result with weaker earnings and profit margins, although revenues were flat. Second quarter 2021 results: Revenue: ৳247.5m (flat on 2Q 2020). Net income: ৳26.4m (down 44% from 2Q 2020). Profit margin: 11% (down from 19% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.Reported Earnings • Dec 04First quarter 2020 earnings released: EPS ৳0.86The company reported a poor first quarter result with weaker earnings and revenues, although profit margins were flat. First quarter 2020 results: Revenue: ৳250.9m (down 16% from 1Q 2019). Net income: ৳48.3m (down 14% from 1Q 2019). Profit margin: 19% (in line with 1Q 2019).Valuation Update With 7 Day Price Move • Dec 02Market bids up stock over the past weekAfter last week's 17% share price gain to ৳46.20, the stock is trading at a trailing P/E ratio of 12.8x, up from the previous P/E ratio of 10.9x. This compares to an average P/E of 27x in the Telecom industry in Bangladesh. Total return to shareholders over the past three years is a loss of 42%.Is New 90 Day High Low • Nov 24New 90-day low: ৳36.50The company is down 6.0% from its price of ৳38.80 on 26 August 2020. The Bangladeshi market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is flat over the same period.お知らせ • Oct 17aamra networks limited to Report Fiscal Year 2020 Results on Oct 27, 2020aamra networks limited announced that they will report fiscal year 2020 results on Oct 27, 2020お知らせ • Jun 21aamra networks limited to Report Q3, 2020 Results on Jun 18, 2020aamra networks limited announced that they will report Q3, 2020 results on Jun 18, 2020 このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、aamra networks は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測DSE:AAMRANET - アナリストの将来予測と過去の財務データ ( )BDT 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3/31/202594275-55264N/A12/31/20241,028140-634213N/A9/30/20241,092184-661261N/A6/30/20241,214229-646253N/A3/31/20241,348250-83507N/A12/31/20231,34423410376N/A9/30/20231,30424120358N/A6/30/20231,2742261382N/A3/31/20231,193234114407N/A12/31/20221,13519525496N/A9/30/20221,119142-58525N/A6/30/20221,029109-76502N/A3/31/202295998-355416N/A12/31/2021975103-236376N/A9/30/2021962105-268201N/A6/30/2021999120-244292N/A3/31/2021991128-122144N/A12/31/20201,005155-305216N/A9/30/20201,007175-232336N/A6/30/2020972179-279244N/A3/31/20201,060200-163325N/A12/31/20191,044196-23238N/A9/30/20191,086204N/AN/AN/A6/30/20191,132212-27197N/A3/31/20191,029178-2161N/A12/31/20181,044191N/A131N/A9/30/20181,010206N/AN/AN/A6/30/2018950212N/A118N/A3/31/2018945220N/A101N/A12/31/2017857188N/A-66N/A9/30/2017818154N/A-20N/A6/30/2017796122N/A52N/A6/30/2016739121N/A78N/A12/31/2015663120N/A149N/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: AAMRANETの予測収益成長が 貯蓄率 ( 4.2% ) 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: AAMRANETの収益がBD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: AAMRANET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: AAMRANETの収益がBD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。高い収益成長: AAMRANETの収益が年間20%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。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: AAMRANETの 自己資本利益率 が 3 年後に高くな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2026/05/20 10:06終値2026/05/20 00:00収益2025/03/31年間収益2024/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋aamra networks limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
Board Change • 18hNo independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 4 highly experienced directors. No independent directors (4 non-independent directors). Non-Executive Director Fahmida Ahmed was the last director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Apr 28aamra networks limited to Report Q3, 2025 Results on Apr 30, 2025aamra networks limited announced that they will report Q3, 2025 results on Apr 30, 2025
お知らせ • Jan 27aamra networks limited to Report Q2, 2025 Results on Jan 30, 2025aamra networks limited announced that they will report Q2, 2025 results on Jan 30, 2025
New Risk • Nov 17New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 25% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (25% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (50% increase in shares outstanding). Market cap is less than US$100m (৳2.70b market cap, or US$22.5m).
Upcoming Dividend • Nov 12Upcoming dividend of ৳1.00 per shareEligible shareholders must have bought the stock before 19 November 2024. Payment date: 30 January 2025. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of Bangladeshi dividend payers (4.5%). Higher than average of industry peers (2.8%).
お知らせ • Nov 11aamra networks limited to Report Q1, 2025 Results on Nov 14, 2024aamra networks limited announced that they will report Q1, 2025 results on Nov 14, 2024
New Risk • Nov 02New 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: Minor Risks Latest financial reports are more than 6 months old (reported March 2024 fiscal period end). Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (50% increase in shares outstanding). Market cap is less than US$100m (৳2.77b market cap, or US$23.1m).
お知らせ • Oct 30Aamra Networks Limited Recommends Cash Dividend for the Year Ended June 30, 2024The Board of Directors of aamra networks limited recommended 10% Cash Dividend for the year ended June 30, 2024. Date of AGM: December 31, 2024. Record Date: November 18, 2024.
お知らせ • Oct 21aamra networks limited to Report Fiscal Year 2024 Results on Oct 28, 2024aamra networks limited announced that they will report fiscal year 2024 results on Oct 28, 2024
Reported Earnings • Apr 19Third quarter 2024 earnings released: EPS: ৳1.26 (vs ৳1.01 in 3Q 2023)Third quarter 2024 results: EPS: ৳1.26 (up from ৳1.01 in 3Q 2023). Revenue: ৳302.9m (up 1.1% from 3Q 2023). Net income: ৳78.4m (up 25% from 3Q 2023). Profit margin: 26% (up from 21% in 3Q 2023). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 10aamra networks limited to Report Q3, 2024 Results on Apr 16, 2024aamra networks limited announced that they will report Q3, 2024 results on Apr 16, 2024
New Risk • Mar 19New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 50% 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 Dividend is not well covered by cash flows (dividend per share is over 10x cash flows per share). Shareholders have been diluted in the past year (50% increase in shares outstanding). Market cap is less than US$100m (৳3.61b market cap, or US$32.9m).
Valuation Update With 7 Day Price Move • Feb 20Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ৳48.80, the stock trades at a trailing P/E ratio of 12.9x. Average trailing P/E is 31x in the Telecom industry in Bangladesh. Total returns to shareholders of 48% over the past three years.
Reported Earnings • Feb 02Second quarter 2024 earnings released: EPS: ৳1.14 (vs ৳1.25 in 2Q 2023)Second quarter 2024 results: EPS: ৳1.14 (down from ৳1.25 in 2Q 2023). Revenue: ৳316.9m (up 14% from 2Q 2023). Net income: ৳70.4m (down 9.0% from 2Q 2023). Profit margin: 22% (down from 28% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 25aamra networks limited to Report Q2, 2024 Results on Jan 30, 2024aamra networks limited announced that they will report Q2, 2024 results on Jan 30, 2024
Reported Earnings • Dec 04First quarter 2024 earnings released: EPS: ৳1.24 (vs ৳0.99 in 1Q 2023)First quarter 2024 results: EPS: ৳1.24 (up from ৳0.99 in 1Q 2023). Revenue: ৳368.8m (up 8.8% from 1Q 2023). Net income: ৳76.6m (up 25% from 1Q 2023). Profit margin: 21% (up from 18% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 06Upcoming dividend of ৳1.10 per share at 1.8% yieldEligible shareholders must have bought the stock before 13 September 2023. Payment date: 05 November 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Bangladeshi dividend payers (3.4%). In line with average of industry peers (1.8%).
New Risk • Aug 26New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.8% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 8.9% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (৳3.85b market cap, or US$35.3m).
お知らせ • Aug 24aamra networks limited, Annual General Meeting, Oct 04, 2023aamra networks limited, Annual General Meeting, Oct 04, 2023, at 10:00 Bangladesh Standard Time.
お知らせ • Aug 23aamra networks limited Recommends Cash Dividend for the Year Ended June 30, 2023The Board of Directors of aamra networks limited has recommended 11% cash dividend for the year ended June 30, 2023. Date of AGM: October 04, 2023. Record Date: September 12, 2023.
お知らせ • Aug 14aamra networks limited to Report Fiscal Year 2023 Results on Aug 21, 2023aamra networks limited announced that they will report fiscal year 2023 results on Aug 21, 2023
Valuation Update With 7 Day Price Move • Jun 14Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ৳64.40, the stock trades at a trailing P/E ratio of 17x. Average trailing P/E is 26x in the Telecom industry in Bangladesh. Total returns to shareholders of 124% over the past three years.
Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ৳73.00, the stock trades at a trailing P/E ratio of 23.2x. Average trailing P/E is 25x in the Telecom industry in Bangladesh. Total returns to shareholders of 154% over the past three years.
Valuation Update With 7 Day Price Move • Mar 05Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ৳65.60, the stock trades at a trailing P/E ratio of 20.9x. Average trailing P/E is 24x in the Telecom industry in Bangladesh. Total returns to shareholders of 103% over the past three years.
Reported Earnings • Feb 08Second quarter 2023 earnings released: EPS: ৳1.25 (vs ৳0.39 in 2Q 2022)Second quarter 2023 results: EPS: ৳1.25 (up from ৳0.39 in 2Q 2022). Revenue: ৳276.7m (up 6.1% from 2Q 2022). Net income: ৳77.3m (up 217% from 2Q 2022). Profit margin: 28% (up from 9.3% in 2Q 2022). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 26% per year, which means it is well ahead of 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 A.K.M. Alam was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Nov 02Investor sentiment improved over the past weekAfter last week's 19% share price gain to ৳45.70, the stock trades at a trailing P/E ratio of 27.4x. Average trailing P/E is 28x in the Telecom industry in Bangladesh. Total returns to shareholders of 25% over the past three years.
お知らせ • Oct 27aamra networks limited Recommends Cash Dividend for the Year Ended June 30, 2022The Board of Directors of aamra networks limited has recommended 5% cash and 5% stock dividend for the year ended June 30, 2022. Date of AGM: December 29, 2022.
Valuation Update With 7 Day Price Move • Jul 04Investor sentiment improved over the past weekAfter last week's 17% share price gain to ৳42.50, the stock trades at a trailing P/E ratio of 25.5x. Average trailing P/E is 25x in the Telecom industry in Bangladesh. Total loss to shareholders of 9.9% over the past three years.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. 1 independent director (4 non-independent directors). Independent Director Mahbub Rahman was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Mar 13Investor sentiment improved over the past weekAfter last week's 16% share price gain to ৳46.50, the stock trades at a trailing P/E ratio of 29.3x. Average trailing P/E is 27x in the Telecom industry in Bangladesh. Total loss to shareholders of 2.5% over the past three years.
Reported Earnings • Feb 05Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: ৳0.39 (down from ৳0.43 in 2Q 2021). Revenue: ৳260.9m (up 5.4% from 2Q 2021). Net income: ৳24.4m (down 7.6% from 2Q 2021). Profit margin: 9.3% (down from 11% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improved over the past weekAfter last week's 22% share price gain to ৳52.80, the stock trades at a trailing P/E ratio of 31.1x. Average trailing P/E is 28x in the Telecom industry in Bangladesh. Total returns to shareholders of 10% over the past three years.
Reported Earnings • Nov 28First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: ৳0.46 (down from ৳0.71 in 1Q 2021). Revenue: ৳248.8m (down 13% from 1Q 2021). Net income: ৳28.5m (down 35% from 1Q 2021). Profit margin: 12% (down from 15% in 1Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Reported Earnings • Feb 10Second quarter 2021 earnings released: EPS ৳0.47 (vs ৳0.83 in 2Q 2020)The company reported a poor second quarter result with weaker earnings and profit margins, although revenues were flat. Second quarter 2021 results: Revenue: ৳247.5m (flat on 2Q 2020). Net income: ৳26.4m (down 44% from 2Q 2020). Profit margin: 11% (down from 19% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Dec 04First quarter 2020 earnings released: EPS ৳0.86The company reported a poor first quarter result with weaker earnings and revenues, although profit margins were flat. First quarter 2020 results: Revenue: ৳250.9m (down 16% from 1Q 2019). Net income: ৳48.3m (down 14% from 1Q 2019). Profit margin: 19% (in line with 1Q 2019).
Valuation Update With 7 Day Price Move • Dec 02Market bids up stock over the past weekAfter last week's 17% share price gain to ৳46.20, the stock is trading at a trailing P/E ratio of 12.8x, up from the previous P/E ratio of 10.9x. This compares to an average P/E of 27x in the Telecom industry in Bangladesh. Total return to shareholders over the past three years is a loss of 42%.
Is New 90 Day High Low • Nov 24New 90-day low: ৳36.50The company is down 6.0% from its price of ৳38.80 on 26 August 2020. The Bangladeshi market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is flat over the same period.
お知らせ • Oct 17aamra networks limited to Report Fiscal Year 2020 Results on Oct 27, 2020aamra networks limited announced that they will report fiscal year 2020 results on Oct 27, 2020
お知らせ • Jun 21aamra networks limited to Report Q3, 2020 Results on Jun 18, 2020aamra networks limited announced that they will report Q3, 2020 results on Jun 18, 2020