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Financial HealthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active.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 EventsSchaffner Holding 配当と自社株買い配当金 基準チェック /36Schaffner Holding配当を支払う会社であり、現在の利回りは1.81%で、収益によって十分にカバーされています。主要情報1.8%配当利回り0.2%バイバック利回り総株主利回り2.0%将来の配当利回り1.8%配当成長4.3%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28%最近の配当と自社株買いの更新Upcoming Dividend • Jan 05Upcoming dividend of CHF9.00 per shareEligible shareholders must have bought the stock before 12 January 2023. Payment date: 16 January 2023. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of Swiss dividend payers (4.1%). Higher than average of industry peers (2.4%).Upcoming Dividend • Jan 06Upcoming dividend of CHF9.00 per shareEligible shareholders must have bought the stock before 13 January 2022. Payment date: 17 January 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Swiss dividend payers (3.6%). Higher than average of industry peers (1.8%).Upcoming Dividend • Jan 07Upcoming Dividend of CHF2.00 Per ShareWill be paid on the 18th of January to those who are registered shareholders by the 14th of January. The trailing yield of 1.0% is below the top quartile of Swiss dividend payers (3.7%), and is lower than industry peers (1.8%).すべての更新を表示Recent updatesお知らせ • May 08Cancellation of the Remaining Publicly Held Schaffner Shares and Delisting from Six Swiss Exchange Effective 16 MayBy judgment of 25 April 2024, the High Court of the canton of Solothurn has declared all publicly held registered shares of Schaffner Holding AG with a nominal value of CHF 32.50 each to be cancelled. The judgment of the High Court of Solothurn became final and binding on 2 May 2024. The holders of the cancelled Schaffner shares will receive a cash compensation of CHF 505 per share, corresponding to the offer price paid by Tyco Electronics (Switzerland) Holding II GmbH in the public tender offer for all publicly held registered shares of Schaffner Holding AG. In principle, SIX Exchange Regulation has already approved the delisting of Schaffner with its decision of 11 January 2024. With its decision of 6 May 2024, SIX Exchange Regulation AG has now set the last trading day of the Schaffner shares for 15 May 2024. The Schaffner shares will be delisted as of 16 May 2024.お知らせ • Dec 19TE Connectivity Plans to Launch Squeeze-Out Procedure and to Request the Cancellation of the Remaining Publicly Held Shares in Order to Delist Schaffner HoldingSwiss-headquartered technology firm TE Connectivity Ltd. announced that it has completed the acquisition of local electrical components maker Schaffner Holding AG after settling a public tender offer. TE Connectivity currently holds 627,658 Schaffner shares, corresponding to a stake of 98.7%. The technology company plans to launch a squeeze-out procedure and to request the cancellation of the remaining publicly held shares in order to delist Schaffner.お知らせ • Nov 17Schaffner Holding AG(SWX:SAHN) dropped from Swiss Performance Index (Price Return)Schaffner Holding AG removedお知らせ • Nov 16TE Connectivity Intends to Initiate A Squeeze-Out Procedure and Delist the Schaffner Shares from SIX Swiss ExchangeTE Connectivity Ltd. on November 14, 2023 published the provisional interim result of the public tender offer for all publicly held shares of Schaffner Holding after the end of the offer period. All regulatory clearances for the settlement of the public tender offer have been obtained. Following the settlement of the offer and in accordance with the terms and conditions set out in the offer prospectus, dated September 28, 2023, TE Connectivity intends to initiate a squeeze-out procedure and delist the Schaffner Shares from SIX Swiss Exchange.New Risk • Aug 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 21% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (21% average weekly change). Earnings have declined by 1.2% per year over the past 5 years.お知らせ • Aug 17TE Connectivity Ltd. (NYSE : TEL) agreed to acquire Schaffner Holding AG (SWX:SAHN) for approximately CHF 320 million.TE Connectivity Ltd. (NYSE : TEL) made a tender offer to acquire Schaffner Holding AG (SWX:SAHN) for approximately CHF 320 million on August 17, 2023. Under the terms, consideration will be paid in cash as CHF 505 per share. The Board of Directors of Schaffner unanimously recommends the shareholders to accept the Offer. The tender offer is subject to customary terms and conditions as well as regulatory approvals and is currently expected to be settled in December 2023. Enqcor is acting as exclusive financial advisor and Bär & Karrer as legal advisor to TE in the context of this transaction. ZKB is acting as offer manager for the public tender offer. Alantra is acting as financial advisor to Schaffner and Baker McKenzie as legal advisor.Valuation Update With 7 Day Price Move • Aug 17Investor sentiment improves as stock rises 72%After last week's 72% share price gain to CHF493, the stock trades at a trailing P/E ratio of 18x. Average trailing P/E is 19x in the Electronic industry in Switzerland. Total returns to shareholders of 174% over the past three years.Reported Earnings • May 07First half 2023 earnings released: EPS: CHF15.48 (vs CHF8.16 in 1H 2022)First half 2023 results: EPS: CHF15.48 (up from CHF8.16 in 1H 2022). Revenue: CHF84.8m (up 7.4% from 1H 2022). Net income: CHF9.80m (up 90% from 1H 2022). Profit margin: 12% (up from 6.5% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 2 years, compared to a 8.2% growth forecast for the Electronic 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 only increased by 20% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jan 05Upcoming dividend of CHF9.00 per shareEligible shareholders must have bought the stock before 12 January 2023. Payment date: 16 January 2023. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of Swiss dividend payers (4.1%). Higher than average of industry peers (2.4%).分析記事 • Jan 03We Take A Look At Why Schaffner Holding AG's (VTX:SAHN) CEO Compensation Is Well EarnedKey Insights Schaffner Holding to hold its Annual General Meeting on 10 January 2023 CEO Marc Aeschlimann's total...Reported Earnings • Dec 08Full year 2022 earnings released: EPS: CHF19.99 (vs CHF3.63 loss in FY 2021)Full year 2022 results: EPS: CHF19.99 (up from CHF3.63 loss in FY 2021). Revenue: CHF158.2m (down 8.3% from FY 2021). Net income: CHF12.6m (up CHF14.9m from FY 2021). Profit margin: 8.0% (up from net loss in FY 2021). The move to profitability was driven by lower expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the Electronic industry in Switzerland. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.お知らせ • Dec 07+ 2 more updatesSchaffner Holding AG to Report Fiscal Year 2023 Results on Dec 06, 2023Schaffner Holding AG announced that they will report fiscal year 2023 results on Dec 06, 2023分析記事 • Sep 30Is Schaffner Holding (VTX:SAHN) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • Aug 29Schaffner Holding AG Announces Urs Kaufmann Decides Not to Stand for Re-Election as Chairman of the Board of DirectorsSchaffner Holding AG announced that Urs Kaufmann had decided for personal reasons not to stand for re-election as Chairman of the Board of Directors after six years. During his term of office, he worked with the Board of Directors and management to drive forward the successful turnaround of Schaffner and the strategic realignment towards future-oriented applications. The Board of Directors and management thank him for his active and valuable contribution.お知らせ • Aug 15Schaffner Holding AG Provides Earnings Guidance for the Year 2022Schaffner Holding AG provided earnings guidance for the year 2022. For the year, the company expects to achieve the communicated target of an increase in net sales of over 5% (continuing operations) for the full fiscal year 2021/22.Reported Earnings • May 06First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down CHF4.57m from profit in 1H 2021). Profit margin: (down from 5.2% in 1H 2021). Over the next year, revenue is forecast to grow 6.8%, compared to a 11% growth forecast for the industry in Switzerland. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance.分析記事 • Mar 07Is Schaffner Holding (VTX:SAHN) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Upcoming Dividend • Jan 06Upcoming dividend of CHF9.00 per shareEligible shareholders must have bought the stock before 13 January 2022. Payment date: 17 January 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Swiss dividend payers (3.6%). Higher than average of industry peers (1.8%).分析記事 • Jan 04We Think The Compensation For Schaffner Holding AG's (VTX:SAHN) CEO Looks About RightThe share price of Schaffner Holding AG ( VTX:SAHN ) has been growing in the past few years, however, the per-share...Reported Earnings • Dec 08Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: CHF3.63 (down from CHF4.28 in FY 2020). Revenue: CHF172.5m (flat on FY 2020). Net loss: CHF2.30m (down 185% from profit in FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 241%. Earnings per share (EPS) missed analyst estimates by 241%. Over the next year, revenue is forecast to grow 5.9%, compared to a 9.2% growth forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Jul 03AQ Group AB (publ) (OM:AQ) completed the acquisition of Power Magnetics Division of Schaffner Holding AG.AQ Group AB (publ) (OM:AQ) agreed to acquire Power Magnetics Division of Schaffner Holding AG for CHF 22.4 million on April 15, 2021. The consideration will be paid on cash and debt free basis. Power Magnetics Division of Schaffner Holding AG generates annual revenues of CHF 45 million. All employees of power Magnetics sites in Paderborn (Germany), Kecskemet (Hungary), Wytheville and Roanoke (USA) and the Power Magnetics part in Shanghai will join AQ Group. The transaction has been approved by board of Schaffner Group. The transaction is expected to be closed at the end of the second quarter 2021. AQ Group AB (publ) (OM:AQ) completed the acquisition of Power Magnetics Division of Schaffner Holding AG on July 1, 2021. The new companies are named AQ Inductive Components Germany GmbH (Germany), AQ Transformer Solutions Inc. (USA) and AQ Power Magnetics Shanghai Co. Ltd. (China). Schaffner EMV Hungary Kft. will be renamed AQ Inductives Hungary Kft after registration and approval from the authorities. The new subsidiaries will be part of business area Inductive Components. PricewaterhouseCoopers LLP acted as accountant and Alexander Fischer, Petra Hanselmann, Boris Wenger and Elena Mani of Baker & McKenzie acted as legal advisor to Schaffner Holding AG.分析記事 • May 31Should You Investigate Schaffner Holding AG (VTX:SAHN) At CHF261?While Schaffner Holding AG ( VTX:SAHN ) might not be the most widely known stock at the moment, it received a lot of...分析記事 • May 12We Think Schaffner Holding's (VTX:SAHN) Solid Earnings Are UnderstatedThe market seemed underwhelmed by last week's earnings announcement from Schaffner Holding AG ( VTX:SAHN ) despite the...Reported Earnings • May 11First half 2021 earnings released: EPS CHF7.21 (vs CHF0.88 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: CHF88.1m (up 2.4% from 1H 2020). Net income: CHF4.57m (up CHF4.01m from 1H 2020). Profit margin: 5.2% (up from 0.6% in 1H 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 28% 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.お知らせ • May 08Schaffner Holding AG Provides Financial Guidance for the Fiscal 2020/21Schaffner Holding AG provided financial guidance for the fiscal 2020/21. the company expects to generate net sales of at least CHF 170 million in fiscal 2020/21. This corresponds to growth in core business of almost 15%. With regard to the Power Magnetics division, this forecast takes into account net sales for the first nine months as the divestment is expected to be closed towards the end of the current quarter. The Schaffner Group expects to achieve a double-digit EBIT margin in the second half of the year.分析記事 • Mar 22Factors Income Investors Should Consider Before Adding Schaffner Holding AG (VTX:SAHN) To Their PortfolioCould Schaffner Holding AG ( VTX:SAHN ) be an attractive dividend share to own for the long haul? Investors are often...分析記事 • Mar 09Schaffner Holding AG (VTX:SAHN) Stock Is Going Strong But Fundamentals Look Uncertain: What Lies Ahead ?Most readers would already be aware that Schaffner Holding's (VTX:SAHN) stock increased significantly by 11% over the...Is New 90 Day High Low • Feb 24New 90-day high: CHF220The company is up 9.0% from its price of CHF201 on 26 November 2020. The Swiss market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 13% over the same period.分析記事 • Feb 24Schaffner Holding (VTX:SAHN) Has A Somewhat Strained Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Feb 10Should You Investigate Schaffner Holding AG (VTX:SAHN) At CHF196?Schaffner Holding AG ( VTX:SAHN ), might not be a large cap stock, but it received a lot of attention from a...分析記事 • Jan 26Schaffner Holding's (VTX:SAHN) Shareholders Are Down 38% On Their SharesIn order to justify the effort of selecting individual stocks, it's worth striving to beat the returns from a market...分析記事 • Jan 12Our Take On Schaffner Holding's (VTX:SAHN) CEO SalaryThis article will reflect on the compensation paid to Marc Aeschlimann who has served as CEO of Schaffner Holding AG...Upcoming Dividend • Jan 07Upcoming Dividend of CHF2.00 Per ShareWill be paid on the 18th of January to those who are registered shareholders by the 14th of January. The trailing yield of 1.0% is below the top quartile of Swiss dividend payers (3.7%), and is lower than industry peers (1.8%).分析記事 • Dec 28Can Schaffner Holding (VTX:SAHN) Turn Things Around?Ignoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...Is New 90 Day High Low • Dec 19New 90-day high: CHF214The company is up 20% from its price of CHF179 on 18 September 2020. The Swiss market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 7.0% over the same period.分析記事 • Dec 16How Much Of Schaffner Holding AG (VTX:SAHN) Do Institutions Own?The big shareholder groups in Schaffner Holding AG ( VTX:SAHN ) have power over the company. Generally speaking, as a...お知らせ • Dec 10Schaffner Holding AG to Report Fiscal Year 2021 Results on Dec 07, 2021Schaffner Holding AG announced that they will report fiscal year 2021 results on Dec 07, 2021Reported Earnings • Dec 10Third quarter 2020 earnings released: EPS CHF1.70The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: CHF42.9m (down 11% from 3Q 2019). Net income: CHF1.08m (down 42% from 3Q 2019). Profit margin: 2.5% (down from 3.9% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 17% per year whereas the company’s share price has fallen by 13% per year.分析記事 • Dec 01Should You Buy Schaffner Holding AG (VTX:SAHN) For Its Dividend?Today we'll take a closer look at Schaffner Holding AG ( VTX:SAHN ) from a dividend investor's perspective. Owning a...Is New 90 Day High Low • Nov 25New 90-day high: CHF199The company is up 8.0% from its price of CHF185 on 27 August 2020. The Swiss market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 4.0% over the same period.お知らせ • Nov 04Schaffner Holding AG to Report First Half, 2021 Results on May 06, 2021Schaffner Holding AG announced that they will report first half, 2021 results on May 06, 2021Is New 90 Day High Low • Sep 18New 90-day low: CHF176The company is down 13% from its price of CHF201 on 19 June 2020. The Swiss market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 7.0% over the same period.決済の安定と成長配当データの取得安定した配当: SAHNの配当金支払いは、過去10年間 変動性 が高かった。増加する配当: SAHNの配当金は過去10年間にわたって増加しています。配当利回り対市場Schaffner Holding 配当利回り対市場SAHN 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 (SAHN)1.8%市場下位25% (CH)2.0%市場トップ25% (CH)3.7%業界平均 (Electronic)1.5%アナリスト予想 (SAHN) (最長3年)1.8%注目すべき配当: SAHNの配当金 ( 1.81% ) はSwiss市場の配当金支払者の下位 25% ( 2.01% ) と比べると目立ったものではありません。高配当: SAHNの配当金 ( 1.81% ) はSwiss市場の配当金支払者の上位 25% ( 3.66% ) と比較すると低いです。株主への利益配当収益カバレッジ: SAHNの 配当性向 ( 28.4% ) はかなり低いため、配当金の支払いは利益によって十分にカバーされます。株主配当金キャッシュフローカバレッジ: SAHNの 現金配当性向 ( 31.9% ) は比較的低く、配当金の支払いはキャッシュフローによって十分にカバーされています。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2023/12/18 13:01終値2023/12/15 00:00収益2023/06/30年間収益2022/09/30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Schaffner Holding AG 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。2 アナリスト機関Torsten SauterBerenbergRichard FreiZürcher Kantonalbank
Upcoming Dividend • Jan 05Upcoming dividend of CHF9.00 per shareEligible shareholders must have bought the stock before 12 January 2023. Payment date: 16 January 2023. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of Swiss dividend payers (4.1%). Higher than average of industry peers (2.4%).
Upcoming Dividend • Jan 06Upcoming dividend of CHF9.00 per shareEligible shareholders must have bought the stock before 13 January 2022. Payment date: 17 January 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Swiss dividend payers (3.6%). Higher than average of industry peers (1.8%).
Upcoming Dividend • Jan 07Upcoming Dividend of CHF2.00 Per ShareWill be paid on the 18th of January to those who are registered shareholders by the 14th of January. The trailing yield of 1.0% is below the top quartile of Swiss dividend payers (3.7%), and is lower than industry peers (1.8%).
お知らせ • May 08Cancellation of the Remaining Publicly Held Schaffner Shares and Delisting from Six Swiss Exchange Effective 16 MayBy judgment of 25 April 2024, the High Court of the canton of Solothurn has declared all publicly held registered shares of Schaffner Holding AG with a nominal value of CHF 32.50 each to be cancelled. The judgment of the High Court of Solothurn became final and binding on 2 May 2024. The holders of the cancelled Schaffner shares will receive a cash compensation of CHF 505 per share, corresponding to the offer price paid by Tyco Electronics (Switzerland) Holding II GmbH in the public tender offer for all publicly held registered shares of Schaffner Holding AG. In principle, SIX Exchange Regulation has already approved the delisting of Schaffner with its decision of 11 January 2024. With its decision of 6 May 2024, SIX Exchange Regulation AG has now set the last trading day of the Schaffner shares for 15 May 2024. The Schaffner shares will be delisted as of 16 May 2024.
お知らせ • Dec 19TE Connectivity Plans to Launch Squeeze-Out Procedure and to Request the Cancellation of the Remaining Publicly Held Shares in Order to Delist Schaffner HoldingSwiss-headquartered technology firm TE Connectivity Ltd. announced that it has completed the acquisition of local electrical components maker Schaffner Holding AG after settling a public tender offer. TE Connectivity currently holds 627,658 Schaffner shares, corresponding to a stake of 98.7%. The technology company plans to launch a squeeze-out procedure and to request the cancellation of the remaining publicly held shares in order to delist Schaffner.
お知らせ • Nov 17Schaffner Holding AG(SWX:SAHN) dropped from Swiss Performance Index (Price Return)Schaffner Holding AG removed
お知らせ • Nov 16TE Connectivity Intends to Initiate A Squeeze-Out Procedure and Delist the Schaffner Shares from SIX Swiss ExchangeTE Connectivity Ltd. on November 14, 2023 published the provisional interim result of the public tender offer for all publicly held shares of Schaffner Holding after the end of the offer period. All regulatory clearances for the settlement of the public tender offer have been obtained. Following the settlement of the offer and in accordance with the terms and conditions set out in the offer prospectus, dated September 28, 2023, TE Connectivity intends to initiate a squeeze-out procedure and delist the Schaffner Shares from SIX Swiss Exchange.
New Risk • Aug 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 21% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (21% average weekly change). Earnings have declined by 1.2% per year over the past 5 years.
お知らせ • Aug 17TE Connectivity Ltd. (NYSE : TEL) agreed to acquire Schaffner Holding AG (SWX:SAHN) for approximately CHF 320 million.TE Connectivity Ltd. (NYSE : TEL) made a tender offer to acquire Schaffner Holding AG (SWX:SAHN) for approximately CHF 320 million on August 17, 2023. Under the terms, consideration will be paid in cash as CHF 505 per share. The Board of Directors of Schaffner unanimously recommends the shareholders to accept the Offer. The tender offer is subject to customary terms and conditions as well as regulatory approvals and is currently expected to be settled in December 2023. Enqcor is acting as exclusive financial advisor and Bär & Karrer as legal advisor to TE in the context of this transaction. ZKB is acting as offer manager for the public tender offer. Alantra is acting as financial advisor to Schaffner and Baker McKenzie as legal advisor.
Valuation Update With 7 Day Price Move • Aug 17Investor sentiment improves as stock rises 72%After last week's 72% share price gain to CHF493, the stock trades at a trailing P/E ratio of 18x. Average trailing P/E is 19x in the Electronic industry in Switzerland. Total returns to shareholders of 174% over the past three years.
Reported Earnings • May 07First half 2023 earnings released: EPS: CHF15.48 (vs CHF8.16 in 1H 2022)First half 2023 results: EPS: CHF15.48 (up from CHF8.16 in 1H 2022). Revenue: CHF84.8m (up 7.4% from 1H 2022). Net income: CHF9.80m (up 90% from 1H 2022). Profit margin: 12% (up from 6.5% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 2 years, compared to a 8.2% growth forecast for the Electronic 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 only increased by 20% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jan 05Upcoming dividend of CHF9.00 per shareEligible shareholders must have bought the stock before 12 January 2023. Payment date: 16 January 2023. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of Swiss dividend payers (4.1%). Higher than average of industry peers (2.4%).
分析記事 • Jan 03We Take A Look At Why Schaffner Holding AG's (VTX:SAHN) CEO Compensation Is Well EarnedKey Insights Schaffner Holding to hold its Annual General Meeting on 10 January 2023 CEO Marc Aeschlimann's total...
Reported Earnings • Dec 08Full year 2022 earnings released: EPS: CHF19.99 (vs CHF3.63 loss in FY 2021)Full year 2022 results: EPS: CHF19.99 (up from CHF3.63 loss in FY 2021). Revenue: CHF158.2m (down 8.3% from FY 2021). Net income: CHF12.6m (up CHF14.9m from FY 2021). Profit margin: 8.0% (up from net loss in FY 2021). The move to profitability was driven by lower expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the Electronic industry in Switzerland. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
お知らせ • Dec 07+ 2 more updatesSchaffner Holding AG to Report Fiscal Year 2023 Results on Dec 06, 2023Schaffner Holding AG announced that they will report fiscal year 2023 results on Dec 06, 2023
分析記事 • Sep 30Is Schaffner Holding (VTX:SAHN) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • Aug 29Schaffner Holding AG Announces Urs Kaufmann Decides Not to Stand for Re-Election as Chairman of the Board of DirectorsSchaffner Holding AG announced that Urs Kaufmann had decided for personal reasons not to stand for re-election as Chairman of the Board of Directors after six years. During his term of office, he worked with the Board of Directors and management to drive forward the successful turnaround of Schaffner and the strategic realignment towards future-oriented applications. The Board of Directors and management thank him for his active and valuable contribution.
お知らせ • Aug 15Schaffner Holding AG Provides Earnings Guidance for the Year 2022Schaffner Holding AG provided earnings guidance for the year 2022. For the year, the company expects to achieve the communicated target of an increase in net sales of over 5% (continuing operations) for the full fiscal year 2021/22.
Reported Earnings • May 06First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down CHF4.57m from profit in 1H 2021). Profit margin: (down from 5.2% in 1H 2021). Over the next year, revenue is forecast to grow 6.8%, compared to a 11% growth forecast for the industry in Switzerland. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance.
分析記事 • Mar 07Is Schaffner Holding (VTX:SAHN) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Upcoming Dividend • Jan 06Upcoming dividend of CHF9.00 per shareEligible shareholders must have bought the stock before 13 January 2022. Payment date: 17 January 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Swiss dividend payers (3.6%). Higher than average of industry peers (1.8%).
分析記事 • Jan 04We Think The Compensation For Schaffner Holding AG's (VTX:SAHN) CEO Looks About RightThe share price of Schaffner Holding AG ( VTX:SAHN ) has been growing in the past few years, however, the per-share...
Reported Earnings • Dec 08Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: CHF3.63 (down from CHF4.28 in FY 2020). Revenue: CHF172.5m (flat on FY 2020). Net loss: CHF2.30m (down 185% from profit in FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 241%. Earnings per share (EPS) missed analyst estimates by 241%. Over the next year, revenue is forecast to grow 5.9%, compared to a 9.2% growth forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Jul 03AQ Group AB (publ) (OM:AQ) completed the acquisition of Power Magnetics Division of Schaffner Holding AG.AQ Group AB (publ) (OM:AQ) agreed to acquire Power Magnetics Division of Schaffner Holding AG for CHF 22.4 million on April 15, 2021. The consideration will be paid on cash and debt free basis. Power Magnetics Division of Schaffner Holding AG generates annual revenues of CHF 45 million. All employees of power Magnetics sites in Paderborn (Germany), Kecskemet (Hungary), Wytheville and Roanoke (USA) and the Power Magnetics part in Shanghai will join AQ Group. The transaction has been approved by board of Schaffner Group. The transaction is expected to be closed at the end of the second quarter 2021. AQ Group AB (publ) (OM:AQ) completed the acquisition of Power Magnetics Division of Schaffner Holding AG on July 1, 2021. The new companies are named AQ Inductive Components Germany GmbH (Germany), AQ Transformer Solutions Inc. (USA) and AQ Power Magnetics Shanghai Co. Ltd. (China). Schaffner EMV Hungary Kft. will be renamed AQ Inductives Hungary Kft after registration and approval from the authorities. The new subsidiaries will be part of business area Inductive Components. PricewaterhouseCoopers LLP acted as accountant and Alexander Fischer, Petra Hanselmann, Boris Wenger and Elena Mani of Baker & McKenzie acted as legal advisor to Schaffner Holding AG.
分析記事 • May 31Should You Investigate Schaffner Holding AG (VTX:SAHN) At CHF261?While Schaffner Holding AG ( VTX:SAHN ) might not be the most widely known stock at the moment, it received a lot of...
分析記事 • May 12We Think Schaffner Holding's (VTX:SAHN) Solid Earnings Are UnderstatedThe market seemed underwhelmed by last week's earnings announcement from Schaffner Holding AG ( VTX:SAHN ) despite the...
Reported Earnings • May 11First half 2021 earnings released: EPS CHF7.21 (vs CHF0.88 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: CHF88.1m (up 2.4% from 1H 2020). Net income: CHF4.57m (up CHF4.01m from 1H 2020). Profit margin: 5.2% (up from 0.6% in 1H 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 28% 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.
お知らせ • May 08Schaffner Holding AG Provides Financial Guidance for the Fiscal 2020/21Schaffner Holding AG provided financial guidance for the fiscal 2020/21. the company expects to generate net sales of at least CHF 170 million in fiscal 2020/21. This corresponds to growth in core business of almost 15%. With regard to the Power Magnetics division, this forecast takes into account net sales for the first nine months as the divestment is expected to be closed towards the end of the current quarter. The Schaffner Group expects to achieve a double-digit EBIT margin in the second half of the year.
分析記事 • Mar 22Factors Income Investors Should Consider Before Adding Schaffner Holding AG (VTX:SAHN) To Their PortfolioCould Schaffner Holding AG ( VTX:SAHN ) be an attractive dividend share to own for the long haul? Investors are often...
分析記事 • Mar 09Schaffner Holding AG (VTX:SAHN) Stock Is Going Strong But Fundamentals Look Uncertain: What Lies Ahead ?Most readers would already be aware that Schaffner Holding's (VTX:SAHN) stock increased significantly by 11% over the...
Is New 90 Day High Low • Feb 24New 90-day high: CHF220The company is up 9.0% from its price of CHF201 on 26 November 2020. The Swiss market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 13% over the same period.
分析記事 • Feb 24Schaffner Holding (VTX:SAHN) Has A Somewhat Strained Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Feb 10Should You Investigate Schaffner Holding AG (VTX:SAHN) At CHF196?Schaffner Holding AG ( VTX:SAHN ), might not be a large cap stock, but it received a lot of attention from a...
分析記事 • Jan 26Schaffner Holding's (VTX:SAHN) Shareholders Are Down 38% On Their SharesIn order to justify the effort of selecting individual stocks, it's worth striving to beat the returns from a market...
分析記事 • Jan 12Our Take On Schaffner Holding's (VTX:SAHN) CEO SalaryThis article will reflect on the compensation paid to Marc Aeschlimann who has served as CEO of Schaffner Holding AG...
Upcoming Dividend • Jan 07Upcoming Dividend of CHF2.00 Per ShareWill be paid on the 18th of January to those who are registered shareholders by the 14th of January. The trailing yield of 1.0% is below the top quartile of Swiss dividend payers (3.7%), and is lower than industry peers (1.8%).
分析記事 • Dec 28Can Schaffner Holding (VTX:SAHN) Turn Things Around?Ignoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...
Is New 90 Day High Low • Dec 19New 90-day high: CHF214The company is up 20% from its price of CHF179 on 18 September 2020. The Swiss market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 7.0% over the same period.
分析記事 • Dec 16How Much Of Schaffner Holding AG (VTX:SAHN) Do Institutions Own?The big shareholder groups in Schaffner Holding AG ( VTX:SAHN ) have power over the company. Generally speaking, as a...
お知らせ • Dec 10Schaffner Holding AG to Report Fiscal Year 2021 Results on Dec 07, 2021Schaffner Holding AG announced that they will report fiscal year 2021 results on Dec 07, 2021
Reported Earnings • Dec 10Third quarter 2020 earnings released: EPS CHF1.70The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: CHF42.9m (down 11% from 3Q 2019). Net income: CHF1.08m (down 42% from 3Q 2019). Profit margin: 2.5% (down from 3.9% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 17% per year whereas the company’s share price has fallen by 13% per year.
分析記事 • Dec 01Should You Buy Schaffner Holding AG (VTX:SAHN) For Its Dividend?Today we'll take a closer look at Schaffner Holding AG ( VTX:SAHN ) from a dividend investor's perspective. Owning a...
Is New 90 Day High Low • Nov 25New 90-day high: CHF199The company is up 8.0% from its price of CHF185 on 27 August 2020. The Swiss market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 4.0% over the same period.
お知らせ • Nov 04Schaffner Holding AG to Report First Half, 2021 Results on May 06, 2021Schaffner Holding AG announced that they will report first half, 2021 results on May 06, 2021
Is New 90 Day High Low • Sep 18New 90-day low: CHF176The company is down 13% from its price of CHF201 on 19 June 2020. The Swiss market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 7.0% over the same period.