View Financial HealthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsOrascom Development Holding 配当と自社株買い配当金 基準チェック /06Orascom Development Holding配当金を支払った記録がありません。主要情報n/a配当利回り0.04%バイバック利回り総株主利回り0.04%将来の配当利回り0%配当成長n/a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n/a最近の配当と自社株買いの更新更新なしすべての更新を表示Recent updatesお知らせ • Apr 18Orascom Development Holding AG, Annual General Meeting, May 08, 2025Orascom Development Holding AG, Annual General Meeting, May 08, 2025, at 15:00 W. Europe Standard Time.お知らせ • Feb 27LPSO Foundation Company completed the acquisition of remaining 19.7% stake in Orascom Development Holding AG (SWX:ODHN) for CHF 65.9 million.LPSO Foundation Company proposed to launch a tender offer to acquire remaining 22.13% stake in Orascom Development Holding AG (SWX:ODHN) for CHF 74.1 million on December 17, 2024. LPSO will acquire 13.2 million shares at a price of CHF 5.6 per share. LPSO will finance the Offer with funds provided by the Major Shareholder Group. The tender offer is expected to commence on January 9, 2025 and to end on February 5, 2025, 4:00 p.m. Central European Time (CET) (subject to any extension). After the expiration, if the Offer is declared successful, there will be an additional acceptance period of ten (10) Trading Days for the subsequent acceptance of the Offer (the "Additional Acceptance Period"). The Additional Acceptance Period is expected to begin on February 12, 2025 and to end on February 25, 2025, 4.00 p.m. Central European Time (CET) and intends to launch a Squeeze out and to delist the Orascom Shares from SIX following the Settlement. The board of directors of Orascom Development Holding AG has unanimously approved the transaction and has abstained from making a recommendation to the shareholders regarding the acceptance or rejection of the Offer. The transaction is expected to close on February 5, 2025. UBS Group AG acted as financial advisor to LPSO Foundation Company. IFBC AG acted as fairness opinion provider to Orascom Development Holding AG. Marcel Jans and Klaus Krohmann of BDO Ltd acted as accountant to Orascom Development Holding AG. Tino Gaberthüel and Simone Ehrsam of Lenz & Staehelin acted as legal advisor to Orascom Development Holding AG. LPSO Foundation Company completed the acquisition of remaining 19.7% stake in Orascom Development Holding AG (SWX:ODHN) for CHF 65.9 million on February 25, 2025. The settlement of the offer is expected to occur on March 11, 2025.お知らせ • Feb 26Shares of Orascom to Delist from the Exchange After Completion of TransactionLPSO Holding Ltd, an entity controlled by the Sawiris family, has secured a shareholding of 97.52% in Switzerland-based real estate and hospitality company Orascom Development Holding as of the end of an additional offer period. According to provisional results, LPSO now holds 58.3 million shares, or 97.52% of the capital, subject to completion of the offer. The settlement is expected to occur on March 11, 2025. After that, LPSO intends to delist Orascom.お知らせ • Dec 19LPSO Foundation Company proposed to launch a tender offer to acquire remaining 22.13% stake in Orascom Development Holding AG (SWX:ODHN) for CHF 74.1 million.LPSO Foundation Company proposed to launch a tender offer to acquire remaining 22.13% stake in Orascom Development Holding AG (SWX:ODHN) for CHF 74.1 million on December 17, 2024. LPSO will acquire 13.2 million shares at a price of CHF 5.6 per share. LPSO will finance the Offer with funds provided by the Major Shareholder Group. The tender offer is expected to commence on January 9, 2025 and to end on February 5, 2025, 4:00 p.m. Central European Time (CET) (subject to any extension). After the expiration, if the Offer is declared successful, there will be an additional acceptance period of ten (10) Trading Days for the subsequent acceptance of the Offer (the "Additional Acceptance Period"). The Additional Acceptance Period is expected to begin on February 12, 2025 and to end on February 25, 2025, 4.00 p.m. Central European Time (CET) and intends to launch a Squeeze out and to delist the Orascom Shares from SIX following the Settlement. The board of directors of Orascom Development Holding AG has unanimously approved the transaction and has abstained from making a recommendation to the shareholders regarding the acceptance or rejection of the Offer. The transaction is expected to close on February 5, 2025. UBS Group AG acted as financial advisor to LPSO Foundation Company. IFBC AG acted as fairness opinion provider to Orascom Development Holding AG. Marcel Jans and Klaus Krohmann of BDO Ltd acted as accountant to Orascom Development Holding AG. Tino Gaberthüel and Simone Ehrsam of Lenz & Staehelin acted as legal advisor to Orascom Development Holding AG.分析記事 • Dec 19Orascom Development Holding AG's (VTX:ODHN) Share Price Boosted 39% But Its Business Prospects Need A Lift TooOrascom Development Holding AG ( VTX:ODHN ) shareholders would be excited to see that the share price has had a great...New Risk • Dec 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 Swiss stocks, typically moving 12% 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. This is currently the only risk that has been identified for the company.お知らせ • Dec 12+ 4 more updatesOrascom Development Holding AG to Report Fiscal Year 2024 Final Results on Apr 22, 2025Orascom Development Holding AG announced that they will report fiscal year 2024 final results at 12:00 PM, Central European Standard Time on Apr 22, 2025Price Target Changed • Dec 04Price target decreased by 7.0% to CHF4.09Down from CHF4.40, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of CHF3.96. Stock is down 16% over the past year. The company is forecast to post earnings per share of CHF0.62 for next year compared to CHF0.51 last year.Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: CHF0.02 (vs CHF0.03 in 3Q 2023)Third quarter 2024 results: EPS: CHF0.02 (down from CHF0.03 in 3Q 2023). Revenue: CHF130.5m (down 17% from 3Q 2023). Net income: CHF1.30m (down 28% from 3Q 2023). Profit margin: 1.0% (down from 1.2% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.分析記事 • Sep 21Orascom Development Holding AG's (VTX:ODHN) Prospects Need A Boost To Lift SharesWhen you see that almost half of the companies in the Hospitality industry in Switzerland have price-to-sales ratios...Reported Earnings • Aug 18Second quarter 2024 earnings released: EPS: CHF0.04 (vs CHF0.07 in 2Q 2023)Second quarter 2024 results: EPS: CHF0.04 (down from CHF0.07 in 2Q 2023). Revenue: CHF160.9m (up 19% from 2Q 2023). Net income: CHF2.70m (down 25% from 2Q 2023). Profit margin: 1.7% (down from 2.7% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.New Risk • Aug 15New 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 Swiss stocks, typically moving 7.8% 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. This is currently the only risk that has been identified for the company.分析記事 • Jul 04Orascom Development Holding (VTX:ODHN) Seems To Be Using A Lot Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Major Estimate Revision • May 28Consensus EPS estimates fall from profit to CHF0.55 lossThe consensus outlook for fiscal year 2024 has been updated. Forecast loss of -CHF0.55 per share in 2024, versus previous forecasts of CHF0.659 per share. Revenue forecast unchanged from CHF685.5m at last update. Hospitality industry in Switzerland expected to see average net income growth of 35% next year. Consensus price target of CHF4.60 unchanged from last update. Share price fell 2.4% to CHF4.12 over the past week.New Risk • May 27New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next year. Trailing 12-month net loss: CHF12m Forecast net loss in 1 year: CHF12m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (CHF12m net loss next year). Share price has been volatile over the past 3 months (6.0% average weekly change).Reported Earnings • May 24First quarter 2024 earnings released: CHF0.57 loss per share (vs CHF0.12 profit in 1Q 2023)First quarter 2024 results: CHF0.57 loss per share (down from CHF0.12 profit in 1Q 2023). Revenue: CHF151.5m (up 16% from 1Q 2023). Net loss: CHF34.1m (down CHF38.8m from profit in 1Q 2023). Revenue is forecast to grow 8.3% p.a. on average during the next 2 years, compared to a 8.0% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings.分析記事 • May 07It's Unlikely That Orascom Development Holding AG's (VTX:ODHN) CEO Will See A Huge Pay Rise This YearKey Insights Orascom Development Holding will host its Annual General Meeting on 13th of May CEO Omar El Hamamsy's...お知らせ • May 05+ 2 more updatesOrascom Development Holding AG to Report Nine Months, 2024 Results on Nov 14, 2024Orascom Development Holding AG announced that they will report nine months, 2024 results on Nov 14, 2024お知らせ • Apr 23Orascom Development Holding AG, Annual General Meeting, May 13, 2024Orascom Development Holding AG, Annual General Meeting, May 13, 2024, at 15:00 Central European Standard Time. Agenda: To consider Approval of the Annual Report, the Annual Financial Statements and the Consolidated Financial Statements; to consider allocation of annual result; to consider consultative vote on the 2023 Compensation Report; to consider granting of discharge to the members of the Board of Directors and the Executive Management; to consider approval of the compensation of the Board of Directors and the Executive Management; to consider re-election of directors; to consider re-election of the auditors; and to consider other matters.Major Estimate Revision • Mar 24Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from CHF623.8m to CHF648.8m. EPS estimate increased from CHF0.371 to CHF0.409 per share. Net income forecast to grow 80% next year vs 22% growth forecast for Hospitality industry in Switzerland. Consensus price target of CHF4.60 unchanged from last update. Share price rose 6.6% to CHF4.50 over the past week.お知らせ • Mar 12Orascom Development Holding AG to Report Fiscal Year 2023 Results on Mar 26, 2024Orascom Development Holding AG announced that they will report fiscal year 2023 results at 7:00 AM, Central European Standard Time on Mar 26, 2024Major Estimate Revision • Jan 24Consensus EPS estimates increase by 35%, revenue downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from CHF659.3m to CHF625.5m. EPS estimate rose from CHF0.277 to CHF0.374. Net income forecast to grow 77% next year vs 20% growth forecast for Hospitality industry in Switzerland. Consensus price target down from CHF7.65 to CHF5.10. Share price fell 7.9% to CHF4.53 over the past week.Major Estimate Revision • Nov 26Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CHF671.2m to CHF659.3m. EPS estimate also fell from CHF0.32 per share to CHF0.277 per share. Net income forecast to grow 95% next year vs 18% growth forecast for Hospitality industry in Switzerland. Consensus price target of CHF7.38 unchanged from last update. Share price fell 4.4% to CHF4.97 over the past week.Reported Earnings • Nov 19Third quarter 2023 earnings released: EPS: CHF0.03 (vs CHF0.043 in 3Q 2022)Third quarter 2023 results: EPS: CHF0.03. Revenue: CHF156.9m (down 17% from 3Q 2022). Net income: CHF1.80m (up 3.7% from 3Q 2022). Profit margin: 1.1% (up from 0.9% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Hospitality industry in Europe.お知らせ • Nov 08Orascom Development Holding AG to Report Nine Months, 2023 Results on Nov 16, 2023Orascom Development Holding AG announced that they will report nine months, 2023 results on Nov 16, 2023分析記事 • Oct 23Benign Growth For Orascom Development Holding AG (VTX:ODHN) Underpins Its Share PriceWith a price-to-earnings (or "P/E") ratio of 14.1x Orascom Development Holding AG ( VTX:ODHN ) may be sending bullish...Valuation Update With 7 Day Price Move • Aug 24Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CHF5.00, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 18x in the Hospitality industry in Europe. Total loss to shareholders of 46% over the past three years.Reported Earnings • Aug 20Second quarter 2023 earnings released: EPS: CHF0.07 (vs CHF0.031 in 2Q 2022)Second quarter 2023 results: EPS: CHF0.07 (up from CHF0.031 in 2Q 2022). Revenue: CHF135.0m (up 5.0% from 2Q 2022). Net income: CHF3.60m (up 183% from 2Q 2022). Profit margin: 2.7% (up from 1.0% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.お知らせ • Aug 08Orascom Development Holding AG to Report First Half, 2023 Results on Aug 17, 2023Orascom Development Holding AG announced that they will report first half, 2023 results on Aug 17, 2023New Risk • Aug 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Swiss stocks, typically moving 4.5% 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 Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Share price has been volatile over the past 3 months (4.5% average weekly change). Shareholders have been diluted in the past year (48% increase in shares outstanding).Price Target Changed • Jun 15Price target decreased by 13% to CHF7.38Down from CHF8.53, the current price target is an average from 2 analysts. New target price is 12% above last closing price of CHF6.58. Stock is down 28% over the past year. The company is forecast to post earnings per share of CHF0.32 for next year compared to CHF0.57 last year.Major Estimate Revision • Jun 11Consensus revenue estimates decrease by 17%The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from CHF745.9m to CHF619.1m. EPS estimate unchanged from CHF1.14 per share at last update. Hospitality industry in Switzerland expected to see average net income growth of 9.6% next year. Consensus price target of CHF8.53 unchanged from last update. Share price fell 2.7% to CHF6.42 over the past week.お知らせ • May 17Orascom Development Holding AG to Report Q1, 2023 Results on May 17, 2023Orascom Development Holding AG announced that they will report Q1, 2023 results on May 17, 2023分析記事 • Apr 30The Return Trends At Orascom Development Holding (VTX:ODHN) Look PromisingIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...お知らせ • Feb 01Orascom Development Holding AG Appoints Wael Al Lawati as the New Chief Executive Officer of MuriyaOrascom Development Holding AG announced the appointment of Wael Al Lawati as the New Chief Executive Officer of Muriya, including the awarding-winning communities of Jebel Sifah and Hawana Salalah. In support of Orascom Development's ambition to be a pre-eminent, multi-national developer, Al Lawati will be responsible for setting the business agenda for the Group's Oman destinations, including leading the overall strategy in alignment with Orascom Development's strategy, facilitating delivery against the annual business plans and instilling best practices throughout these destinations. In addition, he will be an integral member of Orascom Development's Executive Committee, reporting directly to the Group CEO, Omar El Hamamsy. Al Lawati brings a wealth of experience and proven track record of delivering results in tourism, real estate and other sectors. As a seasoned Omani National, he has held several other leadership positions including CEO of Oman Tourism Development Company (OMRAN) and founder of The Wave Muscat (AlMouj), where he successfully led Oman's first integrated tourism and real estate development. More recently, he served as COO for a real estate advisory and spearheaded international growth at DAMAC Properties. Additionally, Al Lawati was a board member of Muriya between 2008 and 2015. Al Lawati was selected as a member of the Young Arab Leaders and was a board member of the Middle East Leadership Academy (MELA). He previously served on the boards of the Oman Society of Engineers and the Oman Society of Contractors. His engineering background coupled with Real Estate Certification from Cornell University and Executive Education at Harvard Business School, IMD and INSEAD provide him with a well-rounded profile and track record.Major Estimate Revision • Nov 30Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from CHF588.4m to CHF631.7m. EPS estimate fell from CHF0.69 to CHF0.59 per share. Net income forecast to grow 143% next year vs 8.9% growth forecast for Hospitality industry in Switzerland. Consensus price target of CHF7.20 unchanged from last update. Share price fell 2.6% to CHF7.60 over the past week.Reported Earnings • Nov 18Third quarter 2022 earnings released: EPS: CHF0.04 (vs CHF0.024 loss in 3Q 2021)Third quarter 2022 results: EPS: CHF0.04 (up from CHF0.024 loss in 3Q 2021). Revenue: CHF188.9m (up 30% from 3Q 2021). Net income: CHF1.74m (up CHF2.71m from 3Q 2021). Profit margin: 0.9% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.Price Target Changed • Nov 16Price target decreased to CHF7.20Down from CHF9.45, the current price target is provided by 1 analyst. New target price is 10.0% below last closing price of CHF8.00. Stock is down 28% over the past year. The company is forecast to post earnings per share of CHF0.69 next year compared to a net loss per share of CHF0.14 last year.Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Director Maria Rioumine was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • Nov 13These 4 Measures Indicate That Orascom Development Holding (VTX:ODHN) Is Using Debt ExtensivelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...お知らせ • Oct 29Orascom Development Holding AG to Report Nine Months, 2022 Results on Nov 16, 2022Orascom Development Holding AG announced that they will report nine months, 2022 results on Nov 16, 2022分析記事 • Oct 26Orascom Development Holding AG (VTX:ODHN) Analysts Are Reducing Their Forecasts For This YearThe analysts covering Orascom Development Holding AG ( VTX:ODHN ) delivered a dose of negativity to shareholders today...Major Estimate Revision • Oct 25Consensus revenue estimates fall by 11%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from CHF658.6m to CHF588.4m. EPS estimate fell from CHF0.79 to CHF0.69 per share. Net income forecast to grow 238% next year vs 12% growth forecast for Hospitality industry in Switzerland. Consensus price target down from CHF9.45 to CHF7.20. Share price fell 2.9% to CHF6.80 over the past week.Reported Earnings • Aug 18Second quarter 2022 earnings released: EPS: CHF0.03 (vs CHF0.06 loss in 2Q 2021)Second quarter 2022 results: EPS: CHF0.03 (up from CHF0.06 loss in 2Q 2021). Revenue: CHF128.5m (up 7.8% from 2Q 2021). Net income: CHF1.27m (up CHF3.68m from 2Q 2021). Profit margin: 1.0% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 25%, compared to a 35% growth forecast for the Hospitality industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.お知らせ • Jul 20Orascom Development Holding AG to Report First Half, 2022 Results on Aug 17, 2022Orascom Development Holding AG announced that they will report first half, 2022 results on Aug 17, 2022分析記事 • Jun 30Orascom Development Holding (VTX:ODHN) Is Experiencing Growth In Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Valuation Update With 7 Day Price Move • Jun 29Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CHF7.32, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 18x in the Hospitality industry in Europe. Total loss to shareholders of 55% over the past three years.Reported Earnings • May 19First quarter 2022 earnings: EPS exceeds analyst expectationsFirst quarter 2022 results: EPS: CHF0.25 (up from CHF0.065 loss in 1Q 2021). Revenue: CHF141.9m (up 33% from 1Q 2021). Net income: CHF10.0m (up CHF12.7m from 1Q 2021). Profit margin: 7.1% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 40%. Over the next year, revenue is forecast to grow 29%, compared to a 35% growth forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.お知らせ • May 12Orascom Development Holding AG Announces Board ChangesOrascom Development Holding AG at its annual general meeting held on may 10, 2022, announced that Samih O. Sawiris stepped down from his position as Chairman and together with Carolina Müller-Möhl, Barbara Heller and Jürg Weber did not stand for re-election as member of the Board of Directors. Naguib S. Sawiris was appointed new Chairman of the Board of Directors. Maria Rioumine joins the Board of Directors as new member. Furthermore, Barbara Merz Wipfli, attorney-at-law and notary public, was elected as new independent proxy of the company.Price Target Changed • May 09Price target decreased to CHF9.45Down from CHF12.10, the current price target is an average from 2 analysts. New target price is 11% above last closing price of CHF8.54. Stock is down 18% over the past year. The company is forecast to post earnings per share of CHF1.06 next year compared to a net loss per share of CHF0.14 last year.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. 8 non-independent directors. Independent Lead Director Jurg Weber was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 20Orascom Development Holding AG, Annual General Meeting, May 10, 2022Orascom Development Holding AG, Annual General Meeting, May 10, 2022, at 10:00 Central European Standard Time. Location: Radisson Blu Hotel Reussen, Bärengasse 1 Andermatt Switzerland Agenda: To consider the Annual Report, the Annual Financial Statements and the Consolidated Financial Statements for the 2021 financial year; to consider the allocation of annual results; to consider the 2021 Compensation Report; to consider the discharge of the members of the Board of Directors and the Executive Management; to consider the compensation of the Board of Directors and the Executive Management; to consider the election of the Board of Directors; and to consider the Renewal and Increase of Authorized Capital.お知らせ • Apr 19Orascom Development Holding AG Announces Hansheiri Inderkum Not to Stand for ReelectionOrascom Development Holding AG announced that Dr. Hansheiri Inderkum who has decided not to stand for reelection at the to be held AGM.お知らせ • Apr 09Orascom Development Holding AG Announces Board ResignationsOrascom Development Holding AG announced board members Barbara Heller, Carolina Müller-Möhl and Jürg Weber will not stand for re-election.Reported Earnings • Apr 02Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: CHF0.14 loss per share (up from CHF0.84 loss in FY 2020). Revenue: CHF538.5m (up 40% from FY 2020). Net loss: CHF5.68m (loss narrowed 83% from FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Over the next year, revenue is forecast to grow 34%, compared to a 44% growth forecast for the restaurants industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.お知らせ • Mar 23Orascom Development Holding AG to Report Fiscal Year 2021 Results on Mar 30, 2022Orascom Development Holding AG announced that they will report fiscal year 2021 results at 7:00 AM, Central European Standard Time on Mar 30, 2022お知らせ • Feb 15+ 1 more updateOrascom Development Holding AG to Report Q1, 2022 Results on May 18, 2022Orascom Development Holding AG announced that they will report Q1, 2022 results on May 18, 2022Reported Earnings • Nov 19Third quarter 2021 earnings released: CHF0.024 loss per share (vs CHF0.21 loss in 3Q 2020)The company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: CHF145.9m (up 51% from 3Q 2020). Net loss: CHF974.4k (loss narrowed 88% from 3Q 2020). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Price Target Changed • Nov 16Price target decreased to CHF12.10Down from CHF24.16, the current price target is an average from 2 analysts. New target price is 8.4% above last closing price of CHF11.16. Stock is up 18% over the past year. The company is forecast to post earnings per share of CHF0.60 next year compared to a net loss per share of CHF0.84 last year.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. 8 non-independent directors. Director Barbara Heller was the last 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 • Jul 01First quarter 2021 earnings releasedThe company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2021 results: Revenue: CHF106.5m (up 15% from 1Q 2020). Net loss: CHF2.61m (loss narrowed 47% from 1Q 2020). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Executive Departure • May 14Non-Executive Director has left the companyOn the 6th of May, Adil Douiri's tenure in the role of Non-Executive Director ended. As of December 2020, Adil personally held 57.87k shares (CHF534k worth at the time). A total of 3 executives have left over the last 12 months.Executive Departure • May 14Non-Executive Director has left the companyOn the 6th of May, Marco Sieber's tenure as Non-Executive Director ended after 8.0 years in the role. As of December 2020, Marco personally held 96.29k shares (CHF889k worth at the time). A total of 3 executives have left over the last 12 months.分析記事 • May 09Orascom Development Holding's (VTX:ODHN) Returns On Capital Not Reflecting Well On The BusinessWhat underlying fundamental trends can indicate that a company might be in decline? Businesses in decline often have...分析記事 • Apr 12These 4 Measures Indicate That Orascom Development Holding (VTX:ODHN) Is Using Debt In A Risky WaySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Apr 01Full year 2020 earnings released: CHF0.84 loss per share (vs CHF0.40 loss in FY 2019)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: CHF385.7m (down 15% from FY 2019). Net loss: CHF33.7m (loss widened 114% from FY 2019). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.分析記事 • Mar 16The Orascom Development Holding (VTX:ODHN) Share Price Is Up 52% And Shareholders Are Holding OnPassive investing in index funds can generate returns that roughly match the overall market. But if you pick the right...Is New 90 Day High Low • Feb 25New 90-day high: CHF11.26The company is up 25% from its price of CHF9.03 on 27 November 2020. The Swiss market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 18% over the same period.分析記事 • Feb 18Is Orascom Development Holding AG (VTX:ODHN) Popular Amongst Insiders?A look at the shareholders of Orascom Development Holding AG ( VTX:ODHN ) can tell us which group is most powerful...お知らせ • Jan 21+ 1 more updateOrascom Development Holding AG to Report Fiscal Year 2020 Results on Apr 08, 2021Orascom Development Holding AG announced that they will report fiscal year 2020 results on Apr 08, 2021お知らせ • Nov 17Orascom Development Holding AG Abstains to Provide Earnings Guidance for the Year 2020Orascom Development Holding AG announced that, due to the numerous uncertainties associated with Covid-19 and the limited visibility on the severity and duration of the pandemic, the Group still stands with its earlier position and abstains from providing full-year guidance on its 2020 results.Is New 90 Day High Low • Nov 12New 90-day high: CHF9.80The company is up 4.0% from its price of CHF9.41 on 14 August 2020. The Swiss market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Hospitality industry, which is up 12% over the same period.Is New 90 Day High Low • Oct 16New 90-day low: CHF8.44The company is down 8.0% from its price of CHF9.18 on 17 July 2020. The Swiss market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 4.0% over the same period.Is New 90 Day High Low • Sep 28New 90-day low: CHF8.57The company is down 2.0% from its price of CHF8.78 on 30 June 2020. The Swiss market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 4.0% over the same period.お知らせ • Jul 31Orascom Development Holding Appoints Omar El Hamamsy as CEO, Effective 1 September 2020The Board of Directors of Orascom Development Holding (ODH) announced the appointment of Omar El Hamamsy as Chief Executive Officer (CEO) effective 1 September 2020. El Hamamsy joins ODH from McKinsey & Company where he is a Senior Partner in the Middle East office and was previously in the Belgium office. In his 18 years at McKinsey, he led many practices including Travel and Transport. In his client work, his main focus was leading comprehensive transformations of multi-national companies in the Middle East and Europe. He also worked on a number of cross-border acquisitions and integrations for these companies. His clients at McKinsey spanned many sectors and he supported them on topics ranging from strategy, organization, sales and marketing, operations, and finance. Prior to joining McKinsey, El Hamamsy worked for six years at AT&T's Bell Labs in the US where he was managing a global engineering team for wireless product development. He holds a master's degree from Stanford University.決済の安定と成長配当データの取得安定した配当: ODHNの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: ODHNの配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場Orascom Development Holding 配当利回り対市場ODHN 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 (ODHN)n/a市場下位25% (CH)2.0%市場トップ25% (CH)3.7%業界平均 (Hospitality)3.0%アナリスト予想 (ODHN) (最長3年)0%注目すべき配当: ODHNは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。高配当: ODHNは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。株主への利益配当収益カバレッジ: ODHNの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。株主配当金キャッシュフローカバレッジ: ODHNが配当金を報告していないため、配当金の持続可能性を計算できません。高配当企業の発掘7D1Y7D1Y7D1YCH 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2025/06/06 02:24終値2025/06/04 00:00収益2024/12/31年間収益2024/12/31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Orascom Development Holding AG 1 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Jan HasmanEFG-Hermes ResearchEyad FarajGoldman SachsAnkur KhetawatHC Brokerage2 その他のアナリストを表示
お知らせ • Apr 18Orascom Development Holding AG, Annual General Meeting, May 08, 2025Orascom Development Holding AG, Annual General Meeting, May 08, 2025, at 15:00 W. Europe Standard Time.
お知らせ • Feb 27LPSO Foundation Company completed the acquisition of remaining 19.7% stake in Orascom Development Holding AG (SWX:ODHN) for CHF 65.9 million.LPSO Foundation Company proposed to launch a tender offer to acquire remaining 22.13% stake in Orascom Development Holding AG (SWX:ODHN) for CHF 74.1 million on December 17, 2024. LPSO will acquire 13.2 million shares at a price of CHF 5.6 per share. LPSO will finance the Offer with funds provided by the Major Shareholder Group. The tender offer is expected to commence on January 9, 2025 and to end on February 5, 2025, 4:00 p.m. Central European Time (CET) (subject to any extension). After the expiration, if the Offer is declared successful, there will be an additional acceptance period of ten (10) Trading Days for the subsequent acceptance of the Offer (the "Additional Acceptance Period"). The Additional Acceptance Period is expected to begin on February 12, 2025 and to end on February 25, 2025, 4.00 p.m. Central European Time (CET) and intends to launch a Squeeze out and to delist the Orascom Shares from SIX following the Settlement. The board of directors of Orascom Development Holding AG has unanimously approved the transaction and has abstained from making a recommendation to the shareholders regarding the acceptance or rejection of the Offer. The transaction is expected to close on February 5, 2025. UBS Group AG acted as financial advisor to LPSO Foundation Company. IFBC AG acted as fairness opinion provider to Orascom Development Holding AG. Marcel Jans and Klaus Krohmann of BDO Ltd acted as accountant to Orascom Development Holding AG. Tino Gaberthüel and Simone Ehrsam of Lenz & Staehelin acted as legal advisor to Orascom Development Holding AG. LPSO Foundation Company completed the acquisition of remaining 19.7% stake in Orascom Development Holding AG (SWX:ODHN) for CHF 65.9 million on February 25, 2025. The settlement of the offer is expected to occur on March 11, 2025.
お知らせ • Feb 26Shares of Orascom to Delist from the Exchange After Completion of TransactionLPSO Holding Ltd, an entity controlled by the Sawiris family, has secured a shareholding of 97.52% in Switzerland-based real estate and hospitality company Orascom Development Holding as of the end of an additional offer period. According to provisional results, LPSO now holds 58.3 million shares, or 97.52% of the capital, subject to completion of the offer. The settlement is expected to occur on March 11, 2025. After that, LPSO intends to delist Orascom.
お知らせ • Dec 19LPSO Foundation Company proposed to launch a tender offer to acquire remaining 22.13% stake in Orascom Development Holding AG (SWX:ODHN) for CHF 74.1 million.LPSO Foundation Company proposed to launch a tender offer to acquire remaining 22.13% stake in Orascom Development Holding AG (SWX:ODHN) for CHF 74.1 million on December 17, 2024. LPSO will acquire 13.2 million shares at a price of CHF 5.6 per share. LPSO will finance the Offer with funds provided by the Major Shareholder Group. The tender offer is expected to commence on January 9, 2025 and to end on February 5, 2025, 4:00 p.m. Central European Time (CET) (subject to any extension). After the expiration, if the Offer is declared successful, there will be an additional acceptance period of ten (10) Trading Days for the subsequent acceptance of the Offer (the "Additional Acceptance Period"). The Additional Acceptance Period is expected to begin on February 12, 2025 and to end on February 25, 2025, 4.00 p.m. Central European Time (CET) and intends to launch a Squeeze out and to delist the Orascom Shares from SIX following the Settlement. The board of directors of Orascom Development Holding AG has unanimously approved the transaction and has abstained from making a recommendation to the shareholders regarding the acceptance or rejection of the Offer. The transaction is expected to close on February 5, 2025. UBS Group AG acted as financial advisor to LPSO Foundation Company. IFBC AG acted as fairness opinion provider to Orascom Development Holding AG. Marcel Jans and Klaus Krohmann of BDO Ltd acted as accountant to Orascom Development Holding AG. Tino Gaberthüel and Simone Ehrsam of Lenz & Staehelin acted as legal advisor to Orascom Development Holding AG.
分析記事 • Dec 19Orascom Development Holding AG's (VTX:ODHN) Share Price Boosted 39% But Its Business Prospects Need A Lift TooOrascom Development Holding AG ( VTX:ODHN ) shareholders would be excited to see that the share price has had a great...
New Risk • Dec 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 Swiss stocks, typically moving 12% 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. This is currently the only risk that has been identified for the company.
お知らせ • Dec 12+ 4 more updatesOrascom Development Holding AG to Report Fiscal Year 2024 Final Results on Apr 22, 2025Orascom Development Holding AG announced that they will report fiscal year 2024 final results at 12:00 PM, Central European Standard Time on Apr 22, 2025
Price Target Changed • Dec 04Price target decreased by 7.0% to CHF4.09Down from CHF4.40, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of CHF3.96. Stock is down 16% over the past year. The company is forecast to post earnings per share of CHF0.62 for next year compared to CHF0.51 last year.
Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: CHF0.02 (vs CHF0.03 in 3Q 2023)Third quarter 2024 results: EPS: CHF0.02 (down from CHF0.03 in 3Q 2023). Revenue: CHF130.5m (down 17% from 3Q 2023). Net income: CHF1.30m (down 28% from 3Q 2023). Profit margin: 1.0% (down from 1.2% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.
分析記事 • Sep 21Orascom Development Holding AG's (VTX:ODHN) Prospects Need A Boost To Lift SharesWhen you see that almost half of the companies in the Hospitality industry in Switzerland have price-to-sales ratios...
Reported Earnings • Aug 18Second quarter 2024 earnings released: EPS: CHF0.04 (vs CHF0.07 in 2Q 2023)Second quarter 2024 results: EPS: CHF0.04 (down from CHF0.07 in 2Q 2023). Revenue: CHF160.9m (up 19% from 2Q 2023). Net income: CHF2.70m (down 25% from 2Q 2023). Profit margin: 1.7% (down from 2.7% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.
New Risk • Aug 15New 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 Swiss stocks, typically moving 7.8% 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. This is currently the only risk that has been identified for the company.
分析記事 • Jul 04Orascom Development Holding (VTX:ODHN) Seems To Be Using A Lot Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Major Estimate Revision • May 28Consensus EPS estimates fall from profit to CHF0.55 lossThe consensus outlook for fiscal year 2024 has been updated. Forecast loss of -CHF0.55 per share in 2024, versus previous forecasts of CHF0.659 per share. Revenue forecast unchanged from CHF685.5m at last update. Hospitality industry in Switzerland expected to see average net income growth of 35% next year. Consensus price target of CHF4.60 unchanged from last update. Share price fell 2.4% to CHF4.12 over the past week.
New Risk • May 27New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next year. Trailing 12-month net loss: CHF12m Forecast net loss in 1 year: CHF12m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (CHF12m net loss next year). Share price has been volatile over the past 3 months (6.0% average weekly change).
Reported Earnings • May 24First quarter 2024 earnings released: CHF0.57 loss per share (vs CHF0.12 profit in 1Q 2023)First quarter 2024 results: CHF0.57 loss per share (down from CHF0.12 profit in 1Q 2023). Revenue: CHF151.5m (up 16% from 1Q 2023). Net loss: CHF34.1m (down CHF38.8m from profit in 1Q 2023). Revenue is forecast to grow 8.3% p.a. on average during the next 2 years, compared to a 8.0% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings.
分析記事 • May 07It's Unlikely That Orascom Development Holding AG's (VTX:ODHN) CEO Will See A Huge Pay Rise This YearKey Insights Orascom Development Holding will host its Annual General Meeting on 13th of May CEO Omar El Hamamsy's...
お知らせ • May 05+ 2 more updatesOrascom Development Holding AG to Report Nine Months, 2024 Results on Nov 14, 2024Orascom Development Holding AG announced that they will report nine months, 2024 results on Nov 14, 2024
お知らせ • Apr 23Orascom Development Holding AG, Annual General Meeting, May 13, 2024Orascom Development Holding AG, Annual General Meeting, May 13, 2024, at 15:00 Central European Standard Time. Agenda: To consider Approval of the Annual Report, the Annual Financial Statements and the Consolidated Financial Statements; to consider allocation of annual result; to consider consultative vote on the 2023 Compensation Report; to consider granting of discharge to the members of the Board of Directors and the Executive Management; to consider approval of the compensation of the Board of Directors and the Executive Management; to consider re-election of directors; to consider re-election of the auditors; and to consider other matters.
Major Estimate Revision • Mar 24Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from CHF623.8m to CHF648.8m. EPS estimate increased from CHF0.371 to CHF0.409 per share. Net income forecast to grow 80% next year vs 22% growth forecast for Hospitality industry in Switzerland. Consensus price target of CHF4.60 unchanged from last update. Share price rose 6.6% to CHF4.50 over the past week.
お知らせ • Mar 12Orascom Development Holding AG to Report Fiscal Year 2023 Results on Mar 26, 2024Orascom Development Holding AG announced that they will report fiscal year 2023 results at 7:00 AM, Central European Standard Time on Mar 26, 2024
Major Estimate Revision • Jan 24Consensus EPS estimates increase by 35%, revenue downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from CHF659.3m to CHF625.5m. EPS estimate rose from CHF0.277 to CHF0.374. Net income forecast to grow 77% next year vs 20% growth forecast for Hospitality industry in Switzerland. Consensus price target down from CHF7.65 to CHF5.10. Share price fell 7.9% to CHF4.53 over the past week.
Major Estimate Revision • Nov 26Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CHF671.2m to CHF659.3m. EPS estimate also fell from CHF0.32 per share to CHF0.277 per share. Net income forecast to grow 95% next year vs 18% growth forecast for Hospitality industry in Switzerland. Consensus price target of CHF7.38 unchanged from last update. Share price fell 4.4% to CHF4.97 over the past week.
Reported Earnings • Nov 19Third quarter 2023 earnings released: EPS: CHF0.03 (vs CHF0.043 in 3Q 2022)Third quarter 2023 results: EPS: CHF0.03. Revenue: CHF156.9m (down 17% from 3Q 2022). Net income: CHF1.80m (up 3.7% from 3Q 2022). Profit margin: 1.1% (up from 0.9% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Hospitality industry in Europe.
お知らせ • Nov 08Orascom Development Holding AG to Report Nine Months, 2023 Results on Nov 16, 2023Orascom Development Holding AG announced that they will report nine months, 2023 results on Nov 16, 2023
分析記事 • Oct 23Benign Growth For Orascom Development Holding AG (VTX:ODHN) Underpins Its Share PriceWith a price-to-earnings (or "P/E") ratio of 14.1x Orascom Development Holding AG ( VTX:ODHN ) may be sending bullish...
Valuation Update With 7 Day Price Move • Aug 24Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CHF5.00, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 18x in the Hospitality industry in Europe. Total loss to shareholders of 46% over the past three years.
Reported Earnings • Aug 20Second quarter 2023 earnings released: EPS: CHF0.07 (vs CHF0.031 in 2Q 2022)Second quarter 2023 results: EPS: CHF0.07 (up from CHF0.031 in 2Q 2022). Revenue: CHF135.0m (up 5.0% from 2Q 2022). Net income: CHF3.60m (up 183% from 2Q 2022). Profit margin: 2.7% (up from 1.0% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
お知らせ • Aug 08Orascom Development Holding AG to Report First Half, 2023 Results on Aug 17, 2023Orascom Development Holding AG announced that they will report first half, 2023 results on Aug 17, 2023
New Risk • Aug 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Swiss stocks, typically moving 4.5% 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 Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Share price has been volatile over the past 3 months (4.5% average weekly change). Shareholders have been diluted in the past year (48% increase in shares outstanding).
Price Target Changed • Jun 15Price target decreased by 13% to CHF7.38Down from CHF8.53, the current price target is an average from 2 analysts. New target price is 12% above last closing price of CHF6.58. Stock is down 28% over the past year. The company is forecast to post earnings per share of CHF0.32 for next year compared to CHF0.57 last year.
Major Estimate Revision • Jun 11Consensus revenue estimates decrease by 17%The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from CHF745.9m to CHF619.1m. EPS estimate unchanged from CHF1.14 per share at last update. Hospitality industry in Switzerland expected to see average net income growth of 9.6% next year. Consensus price target of CHF8.53 unchanged from last update. Share price fell 2.7% to CHF6.42 over the past week.
お知らせ • May 17Orascom Development Holding AG to Report Q1, 2023 Results on May 17, 2023Orascom Development Holding AG announced that they will report Q1, 2023 results on May 17, 2023
分析記事 • Apr 30The Return Trends At Orascom Development Holding (VTX:ODHN) Look PromisingIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
お知らせ • Feb 01Orascom Development Holding AG Appoints Wael Al Lawati as the New Chief Executive Officer of MuriyaOrascom Development Holding AG announced the appointment of Wael Al Lawati as the New Chief Executive Officer of Muriya, including the awarding-winning communities of Jebel Sifah and Hawana Salalah. In support of Orascom Development's ambition to be a pre-eminent, multi-national developer, Al Lawati will be responsible for setting the business agenda for the Group's Oman destinations, including leading the overall strategy in alignment with Orascom Development's strategy, facilitating delivery against the annual business plans and instilling best practices throughout these destinations. In addition, he will be an integral member of Orascom Development's Executive Committee, reporting directly to the Group CEO, Omar El Hamamsy. Al Lawati brings a wealth of experience and proven track record of delivering results in tourism, real estate and other sectors. As a seasoned Omani National, he has held several other leadership positions including CEO of Oman Tourism Development Company (OMRAN) and founder of The Wave Muscat (AlMouj), where he successfully led Oman's first integrated tourism and real estate development. More recently, he served as COO for a real estate advisory and spearheaded international growth at DAMAC Properties. Additionally, Al Lawati was a board member of Muriya between 2008 and 2015. Al Lawati was selected as a member of the Young Arab Leaders and was a board member of the Middle East Leadership Academy (MELA). He previously served on the boards of the Oman Society of Engineers and the Oman Society of Contractors. His engineering background coupled with Real Estate Certification from Cornell University and Executive Education at Harvard Business School, IMD and INSEAD provide him with a well-rounded profile and track record.
Major Estimate Revision • Nov 30Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from CHF588.4m to CHF631.7m. EPS estimate fell from CHF0.69 to CHF0.59 per share. Net income forecast to grow 143% next year vs 8.9% growth forecast for Hospitality industry in Switzerland. Consensus price target of CHF7.20 unchanged from last update. Share price fell 2.6% to CHF7.60 over the past week.
Reported Earnings • Nov 18Third quarter 2022 earnings released: EPS: CHF0.04 (vs CHF0.024 loss in 3Q 2021)Third quarter 2022 results: EPS: CHF0.04 (up from CHF0.024 loss in 3Q 2021). Revenue: CHF188.9m (up 30% from 3Q 2021). Net income: CHF1.74m (up CHF2.71m from 3Q 2021). Profit margin: 0.9% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
Price Target Changed • Nov 16Price target decreased to CHF7.20Down from CHF9.45, the current price target is provided by 1 analyst. New target price is 10.0% below last closing price of CHF8.00. Stock is down 28% over the past year. The company is forecast to post earnings per share of CHF0.69 next year compared to a net loss per share of CHF0.14 last year.
Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Director Maria Rioumine was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • Nov 13These 4 Measures Indicate That Orascom Development Holding (VTX:ODHN) Is Using Debt ExtensivelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
お知らせ • Oct 29Orascom Development Holding AG to Report Nine Months, 2022 Results on Nov 16, 2022Orascom Development Holding AG announced that they will report nine months, 2022 results on Nov 16, 2022
分析記事 • Oct 26Orascom Development Holding AG (VTX:ODHN) Analysts Are Reducing Their Forecasts For This YearThe analysts covering Orascom Development Holding AG ( VTX:ODHN ) delivered a dose of negativity to shareholders today...
Major Estimate Revision • Oct 25Consensus revenue estimates fall by 11%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from CHF658.6m to CHF588.4m. EPS estimate fell from CHF0.79 to CHF0.69 per share. Net income forecast to grow 238% next year vs 12% growth forecast for Hospitality industry in Switzerland. Consensus price target down from CHF9.45 to CHF7.20. Share price fell 2.9% to CHF6.80 over the past week.
Reported Earnings • Aug 18Second quarter 2022 earnings released: EPS: CHF0.03 (vs CHF0.06 loss in 2Q 2021)Second quarter 2022 results: EPS: CHF0.03 (up from CHF0.06 loss in 2Q 2021). Revenue: CHF128.5m (up 7.8% from 2Q 2021). Net income: CHF1.27m (up CHF3.68m from 2Q 2021). Profit margin: 1.0% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 25%, compared to a 35% growth forecast for the Hospitality industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
お知らせ • Jul 20Orascom Development Holding AG to Report First Half, 2022 Results on Aug 17, 2022Orascom Development Holding AG announced that they will report first half, 2022 results on Aug 17, 2022
分析記事 • Jun 30Orascom Development Holding (VTX:ODHN) Is Experiencing Growth In Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Valuation Update With 7 Day Price Move • Jun 29Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CHF7.32, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 18x in the Hospitality industry in Europe. Total loss to shareholders of 55% over the past three years.
Reported Earnings • May 19First quarter 2022 earnings: EPS exceeds analyst expectationsFirst quarter 2022 results: EPS: CHF0.25 (up from CHF0.065 loss in 1Q 2021). Revenue: CHF141.9m (up 33% from 1Q 2021). Net income: CHF10.0m (up CHF12.7m from 1Q 2021). Profit margin: 7.1% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 40%. Over the next year, revenue is forecast to grow 29%, compared to a 35% growth forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
お知らせ • May 12Orascom Development Holding AG Announces Board ChangesOrascom Development Holding AG at its annual general meeting held on may 10, 2022, announced that Samih O. Sawiris stepped down from his position as Chairman and together with Carolina Müller-Möhl, Barbara Heller and Jürg Weber did not stand for re-election as member of the Board of Directors. Naguib S. Sawiris was appointed new Chairman of the Board of Directors. Maria Rioumine joins the Board of Directors as new member. Furthermore, Barbara Merz Wipfli, attorney-at-law and notary public, was elected as new independent proxy of the company.
Price Target Changed • May 09Price target decreased to CHF9.45Down from CHF12.10, the current price target is an average from 2 analysts. New target price is 11% above last closing price of CHF8.54. Stock is down 18% over the past year. The company is forecast to post earnings per share of CHF1.06 next year compared to a net loss per share of CHF0.14 last year.
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. 8 non-independent directors. Independent Lead Director Jurg Weber was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 20Orascom Development Holding AG, Annual General Meeting, May 10, 2022Orascom Development Holding AG, Annual General Meeting, May 10, 2022, at 10:00 Central European Standard Time. Location: Radisson Blu Hotel Reussen, Bärengasse 1 Andermatt Switzerland Agenda: To consider the Annual Report, the Annual Financial Statements and the Consolidated Financial Statements for the 2021 financial year; to consider the allocation of annual results; to consider the 2021 Compensation Report; to consider the discharge of the members of the Board of Directors and the Executive Management; to consider the compensation of the Board of Directors and the Executive Management; to consider the election of the Board of Directors; and to consider the Renewal and Increase of Authorized Capital.
お知らせ • Apr 19Orascom Development Holding AG Announces Hansheiri Inderkum Not to Stand for ReelectionOrascom Development Holding AG announced that Dr. Hansheiri Inderkum who has decided not to stand for reelection at the to be held AGM.
お知らせ • Apr 09Orascom Development Holding AG Announces Board ResignationsOrascom Development Holding AG announced board members Barbara Heller, Carolina Müller-Möhl and Jürg Weber will not stand for re-election.
Reported Earnings • Apr 02Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: CHF0.14 loss per share (up from CHF0.84 loss in FY 2020). Revenue: CHF538.5m (up 40% from FY 2020). Net loss: CHF5.68m (loss narrowed 83% from FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Over the next year, revenue is forecast to grow 34%, compared to a 44% growth forecast for the restaurants industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
お知らせ • Mar 23Orascom Development Holding AG to Report Fiscal Year 2021 Results on Mar 30, 2022Orascom Development Holding AG announced that they will report fiscal year 2021 results at 7:00 AM, Central European Standard Time on Mar 30, 2022
お知らせ • Feb 15+ 1 more updateOrascom Development Holding AG to Report Q1, 2022 Results on May 18, 2022Orascom Development Holding AG announced that they will report Q1, 2022 results on May 18, 2022
Reported Earnings • Nov 19Third quarter 2021 earnings released: CHF0.024 loss per share (vs CHF0.21 loss in 3Q 2020)The company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: CHF145.9m (up 51% from 3Q 2020). Net loss: CHF974.4k (loss narrowed 88% from 3Q 2020). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Price Target Changed • Nov 16Price target decreased to CHF12.10Down from CHF24.16, the current price target is an average from 2 analysts. New target price is 8.4% above last closing price of CHF11.16. Stock is up 18% over the past year. The company is forecast to post earnings per share of CHF0.60 next year compared to a net loss per share of CHF0.84 last year.
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. 8 non-independent directors. Director Barbara Heller was the last 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 • Jul 01First quarter 2021 earnings releasedThe company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2021 results: Revenue: CHF106.5m (up 15% from 1Q 2020). Net loss: CHF2.61m (loss narrowed 47% from 1Q 2020). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Executive Departure • May 14Non-Executive Director has left the companyOn the 6th of May, Adil Douiri's tenure in the role of Non-Executive Director ended. As of December 2020, Adil personally held 57.87k shares (CHF534k worth at the time). A total of 3 executives have left over the last 12 months.
Executive Departure • May 14Non-Executive Director has left the companyOn the 6th of May, Marco Sieber's tenure as Non-Executive Director ended after 8.0 years in the role. As of December 2020, Marco personally held 96.29k shares (CHF889k worth at the time). A total of 3 executives have left over the last 12 months.
分析記事 • May 09Orascom Development Holding's (VTX:ODHN) Returns On Capital Not Reflecting Well On The BusinessWhat underlying fundamental trends can indicate that a company might be in decline? Businesses in decline often have...
分析記事 • Apr 12These 4 Measures Indicate That Orascom Development Holding (VTX:ODHN) Is Using Debt In A Risky WaySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Apr 01Full year 2020 earnings released: CHF0.84 loss per share (vs CHF0.40 loss in FY 2019)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: CHF385.7m (down 15% from FY 2019). Net loss: CHF33.7m (loss widened 114% from FY 2019). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
分析記事 • Mar 16The Orascom Development Holding (VTX:ODHN) Share Price Is Up 52% And Shareholders Are Holding OnPassive investing in index funds can generate returns that roughly match the overall market. But if you pick the right...
Is New 90 Day High Low • Feb 25New 90-day high: CHF11.26The company is up 25% from its price of CHF9.03 on 27 November 2020. The Swiss market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 18% over the same period.
分析記事 • Feb 18Is Orascom Development Holding AG (VTX:ODHN) Popular Amongst Insiders?A look at the shareholders of Orascom Development Holding AG ( VTX:ODHN ) can tell us which group is most powerful...
お知らせ • Jan 21+ 1 more updateOrascom Development Holding AG to Report Fiscal Year 2020 Results on Apr 08, 2021Orascom Development Holding AG announced that they will report fiscal year 2020 results on Apr 08, 2021
お知らせ • Nov 17Orascom Development Holding AG Abstains to Provide Earnings Guidance for the Year 2020Orascom Development Holding AG announced that, due to the numerous uncertainties associated with Covid-19 and the limited visibility on the severity and duration of the pandemic, the Group still stands with its earlier position and abstains from providing full-year guidance on its 2020 results.
Is New 90 Day High Low • Nov 12New 90-day high: CHF9.80The company is up 4.0% from its price of CHF9.41 on 14 August 2020. The Swiss market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Hospitality industry, which is up 12% over the same period.
Is New 90 Day High Low • Oct 16New 90-day low: CHF8.44The company is down 8.0% from its price of CHF9.18 on 17 July 2020. The Swiss market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 4.0% over the same period.
Is New 90 Day High Low • Sep 28New 90-day low: CHF8.57The company is down 2.0% from its price of CHF8.78 on 30 June 2020. The Swiss market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 4.0% over the same period.
お知らせ • Jul 31Orascom Development Holding Appoints Omar El Hamamsy as CEO, Effective 1 September 2020The Board of Directors of Orascom Development Holding (ODH) announced the appointment of Omar El Hamamsy as Chief Executive Officer (CEO) effective 1 September 2020. El Hamamsy joins ODH from McKinsey & Company where he is a Senior Partner in the Middle East office and was previously in the Belgium office. In his 18 years at McKinsey, he led many practices including Travel and Transport. In his client work, his main focus was leading comprehensive transformations of multi-national companies in the Middle East and Europe. He also worked on a number of cross-border acquisitions and integrations for these companies. His clients at McKinsey spanned many sectors and he supported them on topics ranging from strategy, organization, sales and marketing, operations, and finance. Prior to joining McKinsey, El Hamamsy worked for six years at AT&T's Bell Labs in the US where he was managing a global engineering team for wireless product development. He holds a master's degree from Stanford University.