Amotiv（GUQ0）株式概要アモティブ・リミテッドは子会社を通じて、オーストラリア、ニュージーランド、タイ、韓国、フランス、米国で自動車用製品の製造、輸入、流通、販売を行っている。 詳細GUQ0 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長3/6過去の実績0/6財務の健全性3/6配当金3/6報酬当社が推定した公正価値より61%で取引されている 収益は年間37.48%増加すると予測されています リスク分析多額の負債を抱えている 5.9%の配当は利益で十分にカバーされていない すべてのリスクチェックを見るGUQ0 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW484,467 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA484,467 investors already sharing narrativesYour Fair Value€Current Price€4.2417.0% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-93m1b2016201920222025202620282031Revenue AU$1.2bEarnings AU$81.2mAdvancedSet Fair ValueView all narrativesAmotiv Limited 競合他社SAF-HollandSymbol: XTRA:SFQMarket cap: €955.5mElringKlingerSymbol: XTRA:ZIL2Market cap: €304.1mGrammerSymbol: XTRA:GMMMarket cap: €158.0mNovem GroupSymbol: XTRA:NVMMarket cap: €109.3m価格と性能株価の高値、安値、推移の概要Amotiv過去の株価現在の株価AU$4.2452週高値AU$5.5552週安値AU$3.58ベータ0.591ヶ月の変化9.28%3ヶ月変化10.42%1年変化-12.03%3年間の変化-28.74%5年間の変化n/aIPOからの変化-37.65%最新ニュースお知らせ • Jul 09Amotiv Limited to Report Fiscal Year 2026 Results on Aug 11, 2026Amotiv Limited announced that they will report fiscal year 2026 results Pre-Market on Aug 11, 2026お知らせ • Jan 14Amotiv Limited to Report First Half, 2026 Results on Feb 10, 2026Amotiv Limited announced that they will report first half, 2026 results on Feb 10, 2026お知らせ • Aug 04Amotiv Limited, Annual General Meeting, Oct 24, 2025Amotiv Limited, Annual General Meeting, Oct 24, 2025. Location: at melbourne convention and exhibition centre, 1 convention centre place, south whar Australiaお知らせ • Jul 07Amotiv Limited to Report Fiscal Year 2025 Results on Aug 13, 2025Amotiv Limited announced that they will report fiscal year 2025 results on Aug 13, 2025お知らせ • Feb 13Amotiv Limited Announces Fully Franked Interim Dividend in Respect of the 2025, Payable on 7 March 2025On 12 February 2025, the Board of Directors of Amotiv Limited determined to pay a fully franked interim dividend in respect of the 2025 financial year of AUD 0.18500000 per share. The record date for the dividend is 24 February 2025 and the dividend will be paid on 7 March 2025, Ex date is February 21, 2025.お知らせ • Feb 12Amotiv Limited Announces Board and Committee Changes, Effective 1 March 2025Amotiv Board announced the appointment of Ms Raelene Murphy as an independent Non-Executive Director of Amotiv Limited and as Chair of the Board's Audit Committee, with effect from 1 March 2025. Ms Murphy is a highly respected and experienced ASX listed company non-executive director with a deep understanding of corporate governance, corporate transactions, financial management and cyber/digital. She is a proven Audit & Risk Committee Chair with a strong record of embedding and enhancing risk management through leadership from that Committee. Ms Murphy is currently a member of a number of ASX listed company boards including Bega, Tabcorp and Integral Diagnostics Ltd. where she also Chairs the Audit Committees. She also brings automotive industry experience from her non-executive directorship of Stillwell Motor Group. In addition, effective from 1 March 2025, Jennifer Douglas will become Chair of the Remuneration and People Committee and David Coolidge will become Chair of the Risk, Safety and Sustainability Committee, following David Robinson stepping down from the role of Chair of the Remuneration Committee after seven years.最新情報をもっと見るRecent updatesお知らせ • Jul 09Amotiv Limited to Report Fiscal Year 2026 Results on Aug 11, 2026Amotiv Limited announced that they will report fiscal year 2026 results Pre-Market on Aug 11, 2026お知らせ • Jan 14Amotiv Limited to Report First Half, 2026 Results on Feb 10, 2026Amotiv Limited announced that they will report first half, 2026 results on Feb 10, 2026お知らせ • Aug 04Amotiv Limited, Annual General Meeting, Oct 24, 2025Amotiv Limited, Annual General Meeting, Oct 24, 2025. Location: at melbourne convention and exhibition centre, 1 convention centre place, south whar Australiaお知らせ • Jul 07Amotiv Limited to Report Fiscal Year 2025 Results on Aug 13, 2025Amotiv Limited announced that they will report fiscal year 2025 results on Aug 13, 2025お知らせ • Feb 13Amotiv Limited Announces Fully Franked Interim Dividend in Respect of the 2025, Payable on 7 March 2025On 12 February 2025, the Board of Directors of Amotiv Limited determined to pay a fully franked interim dividend in respect of the 2025 financial year of AUD 0.18500000 per share. The record date for the dividend is 24 February 2025 and the dividend will be paid on 7 March 2025, Ex date is February 21, 2025.お知らせ • Feb 12Amotiv Limited Announces Board and Committee Changes, Effective 1 March 2025Amotiv Board announced the appointment of Ms Raelene Murphy as an independent Non-Executive Director of Amotiv Limited and as Chair of the Board's Audit Committee, with effect from 1 March 2025. Ms Murphy is a highly respected and experienced ASX listed company non-executive director with a deep understanding of corporate governance, corporate transactions, financial management and cyber/digital. She is a proven Audit & Risk Committee Chair with a strong record of embedding and enhancing risk management through leadership from that Committee. Ms Murphy is currently a member of a number of ASX listed company boards including Bega, Tabcorp and Integral Diagnostics Ltd. where she also Chairs the Audit Committees. She also brings automotive industry experience from her non-executive directorship of Stillwell Motor Group. In addition, effective from 1 March 2025, Jennifer Douglas will become Chair of the Remuneration and People Committee and David Coolidge will become Chair of the Risk, Safety and Sustainability Committee, following David Robinson stepping down from the role of Chair of the Remuneration Committee after seven years.お知らせ • Jan 24Amotiv Limited to Report First Half, 2025 Results on Feb 12, 2025Amotiv Limited announced that they will report first half, 2025 results on Feb 12, 2025お知らせ • Sep 12Amotiv Limited, Annual General Meeting, Oct 21, 2024Amotiv Limited, Annual General Meeting, Oct 21, 2024. Location: at clarendon rooms a & b, melbourne convention & exhibition centre, level 4, 2 clarendon street, south wharf, victoria 3006 Australiaお知らせ • Sep 11Amotiv Limited Announces Actual Ordinary Fully Franked Final Dividend for the Twelve Months Ended June 30, 2024, Payable on September 12, 2024Amotiv Limited announced Actual ordinary fully franked final dividend of AUD 0.22000000 per share for the twelve months ended June 30, 2024. Ex Date is August 23, 2024. Record Date is August 26, 2024. Payment Date is September 12, 2024.Declared Dividend • Aug 19Final dividend of AU$0.22 announcedShareholders will receive a dividend of AU$0.22. Ex-date: 23rd August 2024 Payment date: 12th September 2024 Dividend yield will be 5.2%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 1.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Declared Dividend • Aug 16Final dividend of AU$0.22 announcedShareholders will receive a dividend of AU$0.22. Ex-date: 23rd August 2024 Payment date: 12th September 2024 Dividend yield will be 5.2%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 1.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Aug 15Amotiv Limited Announces the Retirement of Carole Campbell from the BoardAmotiv Limited announced that Carole Campbell has advised the Board that she will not stand for re-election at this year's annual general meeting and will retire from the Board at the conclusion of that meeting.Reported Earnings • Aug 14Full year 2024 earnings released: EPS: AU$0.71 (vs AU$0.70 in FY 2023)Full year 2024 results: EPS: AU$0.71 (up from AU$0.70 in FY 2023). Revenue: AU$987.2m (down 4.8% from FY 2023). Net income: AU$99.8m (up 1.2% from FY 2023). Profit margin: 10% (in line with FY 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Auto Components industry in Germany.Board Change • Jul 05Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Independent Non-Executive Director David Coolidge was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 15GUD Holdings Limited to Report Fiscal Year 2024 Results on Aug 14, 2024GUD Holdings Limited announced that they will report fiscal year 2024 results on Aug 14, 2024Declared Dividend • Feb 16First half dividend of AU$0.18 announcedShareholders will receive a dividend of AU$0.18. Ex-date: 23rd February 2024 Payment date: 8th March 2024 Dividend yield will be 4.8%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 14First half 2024 earnings released: EPS: AU$0.36 (vs AU$0.32 in 1H 2023)First half 2024 results: EPS: AU$0.36 (up from AU$0.32 in 1H 2023). Revenue: AU$492.6m (down 4.7% from 1H 2023). Net income: AU$51.4m (up 13% from 1H 2023). Profit margin: 10% (up from 8.8% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Auto Components industry in Germany.Upcoming Dividend • Aug 18Upcoming dividend of AU$0.22 per share at 3.4% yieldEligible shareholders must have bought the stock before 25 August 2023. Payment date: 14 September 2023. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.6%).Buying Opportunity • Aug 17Now 21% undervaluedOver the last 90 days, the stock is up 24%. The fair value is estimated to be €8.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Earnings per share has declined by 8.9%. For the next 3 years, revenue is forecast to grow by 2.1% per annum. Earnings is also forecast to grow by 7.6% per annum over the same time period.Reported Earnings • Aug 15Full year 2023 earnings released: EPS: AU$0.70 (vs AU$0.23 in FY 2022)Full year 2023 results: EPS: AU$0.70 (up from AU$0.23 in FY 2022). Revenue: AU$1.04b (up 24% from FY 2022). Net income: AU$98.6m (up 261% from FY 2022). Profit margin: 9.5% (up from 3.3% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Auto Components industry in Germany.お知らせ • Aug 07Waterco Limited (ASX:WAT) signed a share sale agreement to acquire Davey Water Products Pty Ltd. from GUD Holdings Limited (ASX:GUD) for an enterprise value of AUD 64.9 million.Waterco Limited (ASX:WAT) signed a share sale agreement to acquire Davey Water Products Pty Ltd. from GUD Holdings Limited (ASX:GUD) for an enterprise value of AUD 64.9 million on August 7, 2023. Under the terms, enterprise value of AUD 64.9 million is before estimated customary net working capital (NWC) and net debt type adjustments. The net cash proceeds, post customary net working capital and net debt type adjustments, and consideration of a deferred vendor payment of AUD 1.25 million are expected to be approximately AUD 56 million. Waterco will finance the acquisition through bank loans. There are no changes in the composition of the Board and management of Waterco as a result of the acquisition. Under the terms of the agreement, completion will take place upon fulfilment of certain conditions precedent that are customary for a transaction of this nature. The acquisition does not require security holders’ approval and the parties expect that completion will take place on September 1, 2023. The proceeds from the sale will be used to further pay down debt.お知らせ • Aug 01GUD Holdings Limited, Annual General Meeting, Oct 26, 2023GUD Holdings Limited, Annual General Meeting, Oct 26, 2023, at 10:00 AUS Eastern Standard Time.お知らせ • Jun 21GUD Holdings Limited Announces Executive Changes Effective August 1, 2023G.U.D. Holdings Limited advises that Mr. Tyler will retire as Company Secretary & General Counsel effective from 1 August 2023. Ms Anne Mustow has been appointed as the Company Secretary & General Counsel with effect from 1 August 2023. Anne is an experienced general counsel and company secretary who has spent the last 16 years with the Wesfarmers Group and Australian Pharmaceutical Industries Limited. Before that, she was a Partner with Blake Dawson Waldron (now Ashurst) where she practiced in corporate law and mergers and acquisitions, The Board looks forward to working with Anne.お知らせ • Jun 19GUD Holdings Limited to Report Fiscal Year 2023 Results on Aug 15, 2023GUD Holdings Limited announced that they will report fiscal year 2023 results on Aug 15, 2023Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €6.25, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 8x in the Auto Components industry in Germany. Total loss to shareholders of 13% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €8.56 per share.Reported Earnings • Feb 16First half 2023 earnings released: EPS: AU$0.32 (vs AU$0.21 in 1H 2022)First half 2023 results: EPS: AU$0.32 (up from AU$0.21 in 1H 2022). Revenue: AU$517.0m (up 56% from 1H 2022). Net income: AU$45.6m (up 89% from 1H 2022). Profit margin: 8.8% (up from 7.3% in 1H 2022). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Auto Components industry in Germany.お知らせ • Feb 15Gud Holdings Limited Announces Dividend for Period of Six Months Ended December 31, 2022, Payable on March 10, 2023GUD Holdings Limited announces Dividend of AUD 0.17000000 for period of six months ended December 31, 2022. Ex dividend date is February 24, 2023, Record date is February 27, 2023, payable date is March 10, 2023.お知らせ • Feb 07GUD Holdings Limited to Report First Half, 2023 Results on Feb 15, 2023GUD Holdings Limited announced that they will report first half, 2023 results on Feb 15, 2023Upcoming Dividend • Aug 19Upcoming dividend of AU$0.22 per shareEligible shareholders must have bought the stock before 26 August 2022. Payment date: 13 September 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.5%. Within top quartile of German dividend payers (4.5%). Higher than average of industry peers (3.6%).Recent Insider Transactions • Aug 18CEO, MD & Director recently bought €60k worth of stockOn the 16th of August, Graeme Whickman bought around 10k shares on-market at roughly €6.01 per share. This was the largest purchase by an insider in the last 3 months. This was Graeme's only on-market trade for the last 12 months.Reported Earnings • Aug 16Full year 2022 earnings released: EPS: AU$0.23 (vs AU$0.67 in FY 2021)Full year 2022 results: EPS: AU$0.23 (down from AU$0.67 in FY 2021). Revenue: AU$835.5m (up 50% from FY 2021). Net income: AU$27.3m (down 55% from FY 2021). Profit margin: 3.3% (down from 11% in FY 2021). Over the next year, revenue is forecast to grow 23%, compared to a 9.8% growth forecast for the Auto Components industry in Germany.Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorated over the past weekAfter last week's 27% share price decline to €5.05, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Auto Components industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €3.35 per share.Recent Insider Transactions • Dec 08Insider recently bought €3.1m worth of stockOn the 2nd of December, Ian Campbell bought around 4k shares on-market at roughly €700 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €3.2m more in shares than they have sold in the last 12 months.株主還元GUQ0DE Auto ComponentsDE 市場7D1.4%-0.5%1.7%1Y-12.0%1.8%4.1%株主還元を見る業界別リターン: GUQ0過去 1 年間で1.8 % の収益を上げたGerman Auto Components業界を下回りました。リターン対市場: GUQ0は、過去 1 年間で4.1 % のリターンを上げたGerman市場を下回りました。価格変動Is GUQ0's price volatile compared to industry and market?GUQ0 volatilityGUQ0 Average Weekly Movement4.5%Auto Components Industry Average Movement5.2%Market Average Movement5.3%10% most volatile stocks in DE Market12.7%10% least volatile stocks in DE Market2.7%安定した株価: GUQ0 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: GUQ0の 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1958n/aGraeme Whickmanamotiv.comアモティブ・リミテッドは子会社を通じて、オーストラリア、ニュージーランド、タイ、韓国、フランス、米国で自動車関連製品の製造、輸入、流通、販売を行っている。自動車部門、オートパシフィックグループ（APG）部門、デイビー部門を通じて事業を展開している。オートモーティブ部門は、自動車、トラック、農業・鉱山機械用の自動車用・ヘビーデューティ用フィルター、自動車用電気・照明製品、自動車アフターマーケット用の燃料ポンプや関連製品・アクセサリーを提供している。APG部門は、自動車アフターマーケットおよび相手先商標製品メーカー向けに、牽引、トレーラー、機能的付属品および関連製品を製造・販売している。デイビー部門は、家庭用および農業用水用のポンプと圧力システム、水移送ポンプ、プール製品、スパバス・コントローラー、ポンプと浄水器を提供している。前身はGUDホールディングス・リミテッドで、2024年6月にアモティブ・リミテッドに社名変更した。アモティブ・リミテッドは1958年に設立され、オーストラリアのサウス・メルボルンに本社を置いている。もっと見るAmotiv Limited 基礎のまとめAmotiv の収益と売上を時価総額と比較するとどうか。GUQ0 基礎統計学時価総額€579.51m収益（TTM）-€56.73m売上高(TTM)€616.71m0.9xP/Sレシオ-10.2xPER（株価収益率GUQ0 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計GUQ0 損益計算書（TTM）収益AU$1.01b売上原価AU$578.80m売上総利益AU$435.40mその他の費用AU$528.70m収益-AU$93.30m直近の収益報告Dec 31, 2025次回決算日Aug 10, 2026一株当たり利益（EPS）-0.70グロス・マージン42.93%純利益率-9.20%有利子負債／自己資本比率60.1%GUQ0 の長期的なパフォーマンスは？過去の実績と比較を見る配当金5.9%現在の配当利回り-61%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/04 17:06終値2026/08/03 00:00収益2025/12/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Amotiv Limited 11 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。24 アナリスト機関Sam HaddadBell PotterAndrew HodgeCanaccord GenuityMatthew NicholasCGS International21 その他のアナリストを表示
お知らせ • Jul 09Amotiv Limited to Report Fiscal Year 2026 Results on Aug 11, 2026Amotiv Limited announced that they will report fiscal year 2026 results Pre-Market on Aug 11, 2026
お知らせ • Jan 14Amotiv Limited to Report First Half, 2026 Results on Feb 10, 2026Amotiv Limited announced that they will report first half, 2026 results on Feb 10, 2026
お知らせ • Aug 04Amotiv Limited, Annual General Meeting, Oct 24, 2025Amotiv Limited, Annual General Meeting, Oct 24, 2025. Location: at melbourne convention and exhibition centre, 1 convention centre place, south whar Australia
お知らせ • Jul 07Amotiv Limited to Report Fiscal Year 2025 Results on Aug 13, 2025Amotiv Limited announced that they will report fiscal year 2025 results on Aug 13, 2025
お知らせ • Feb 13Amotiv Limited Announces Fully Franked Interim Dividend in Respect of the 2025, Payable on 7 March 2025On 12 February 2025, the Board of Directors of Amotiv Limited determined to pay a fully franked interim dividend in respect of the 2025 financial year of AUD 0.18500000 per share. The record date for the dividend is 24 February 2025 and the dividend will be paid on 7 March 2025, Ex date is February 21, 2025.
お知らせ • Feb 12Amotiv Limited Announces Board and Committee Changes, Effective 1 March 2025Amotiv Board announced the appointment of Ms Raelene Murphy as an independent Non-Executive Director of Amotiv Limited and as Chair of the Board's Audit Committee, with effect from 1 March 2025. Ms Murphy is a highly respected and experienced ASX listed company non-executive director with a deep understanding of corporate governance, corporate transactions, financial management and cyber/digital. She is a proven Audit & Risk Committee Chair with a strong record of embedding and enhancing risk management through leadership from that Committee. Ms Murphy is currently a member of a number of ASX listed company boards including Bega, Tabcorp and Integral Diagnostics Ltd. where she also Chairs the Audit Committees. She also brings automotive industry experience from her non-executive directorship of Stillwell Motor Group. In addition, effective from 1 March 2025, Jennifer Douglas will become Chair of the Remuneration and People Committee and David Coolidge will become Chair of the Risk, Safety and Sustainability Committee, following David Robinson stepping down from the role of Chair of the Remuneration Committee after seven years.
お知らせ • Jul 09Amotiv Limited to Report Fiscal Year 2026 Results on Aug 11, 2026Amotiv Limited announced that they will report fiscal year 2026 results Pre-Market on Aug 11, 2026
お知らせ • Jan 14Amotiv Limited to Report First Half, 2026 Results on Feb 10, 2026Amotiv Limited announced that they will report first half, 2026 results on Feb 10, 2026
お知らせ • Aug 04Amotiv Limited, Annual General Meeting, Oct 24, 2025Amotiv Limited, Annual General Meeting, Oct 24, 2025. Location: at melbourne convention and exhibition centre, 1 convention centre place, south whar Australia
お知らせ • Jul 07Amotiv Limited to Report Fiscal Year 2025 Results on Aug 13, 2025Amotiv Limited announced that they will report fiscal year 2025 results on Aug 13, 2025
お知らせ • Feb 13Amotiv Limited Announces Fully Franked Interim Dividend in Respect of the 2025, Payable on 7 March 2025On 12 February 2025, the Board of Directors of Amotiv Limited determined to pay a fully franked interim dividend in respect of the 2025 financial year of AUD 0.18500000 per share. The record date for the dividend is 24 February 2025 and the dividend will be paid on 7 March 2025, Ex date is February 21, 2025.
お知らせ • Feb 12Amotiv Limited Announces Board and Committee Changes, Effective 1 March 2025Amotiv Board announced the appointment of Ms Raelene Murphy as an independent Non-Executive Director of Amotiv Limited and as Chair of the Board's Audit Committee, with effect from 1 March 2025. Ms Murphy is a highly respected and experienced ASX listed company non-executive director with a deep understanding of corporate governance, corporate transactions, financial management and cyber/digital. She is a proven Audit & Risk Committee Chair with a strong record of embedding and enhancing risk management through leadership from that Committee. Ms Murphy is currently a member of a number of ASX listed company boards including Bega, Tabcorp and Integral Diagnostics Ltd. where she also Chairs the Audit Committees. She also brings automotive industry experience from her non-executive directorship of Stillwell Motor Group. In addition, effective from 1 March 2025, Jennifer Douglas will become Chair of the Remuneration and People Committee and David Coolidge will become Chair of the Risk, Safety and Sustainability Committee, following David Robinson stepping down from the role of Chair of the Remuneration Committee after seven years.
お知らせ • Jan 24Amotiv Limited to Report First Half, 2025 Results on Feb 12, 2025Amotiv Limited announced that they will report first half, 2025 results on Feb 12, 2025
お知らせ • Sep 12Amotiv Limited, Annual General Meeting, Oct 21, 2024Amotiv Limited, Annual General Meeting, Oct 21, 2024. Location: at clarendon rooms a & b, melbourne convention & exhibition centre, level 4, 2 clarendon street, south wharf, victoria 3006 Australia
お知らせ • Sep 11Amotiv Limited Announces Actual Ordinary Fully Franked Final Dividend for the Twelve Months Ended June 30, 2024, Payable on September 12, 2024Amotiv Limited announced Actual ordinary fully franked final dividend of AUD 0.22000000 per share for the twelve months ended June 30, 2024. Ex Date is August 23, 2024. Record Date is August 26, 2024. Payment Date is September 12, 2024.
Declared Dividend • Aug 19Final dividend of AU$0.22 announcedShareholders will receive a dividend of AU$0.22. Ex-date: 23rd August 2024 Payment date: 12th September 2024 Dividend yield will be 5.2%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 1.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Declared Dividend • Aug 16Final dividend of AU$0.22 announcedShareholders will receive a dividend of AU$0.22. Ex-date: 23rd August 2024 Payment date: 12th September 2024 Dividend yield will be 5.2%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 1.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 15Amotiv Limited Announces the Retirement of Carole Campbell from the BoardAmotiv Limited announced that Carole Campbell has advised the Board that she will not stand for re-election at this year's annual general meeting and will retire from the Board at the conclusion of that meeting.
Reported Earnings • Aug 14Full year 2024 earnings released: EPS: AU$0.71 (vs AU$0.70 in FY 2023)Full year 2024 results: EPS: AU$0.71 (up from AU$0.70 in FY 2023). Revenue: AU$987.2m (down 4.8% from FY 2023). Net income: AU$99.8m (up 1.2% from FY 2023). Profit margin: 10% (in line with FY 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Auto Components industry in Germany.
Board Change • Jul 05Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Independent Non-Executive Director David Coolidge was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 15GUD Holdings Limited to Report Fiscal Year 2024 Results on Aug 14, 2024GUD Holdings Limited announced that they will report fiscal year 2024 results on Aug 14, 2024
Declared Dividend • Feb 16First half dividend of AU$0.18 announcedShareholders will receive a dividend of AU$0.18. Ex-date: 23rd February 2024 Payment date: 8th March 2024 Dividend yield will be 4.8%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 14First half 2024 earnings released: EPS: AU$0.36 (vs AU$0.32 in 1H 2023)First half 2024 results: EPS: AU$0.36 (up from AU$0.32 in 1H 2023). Revenue: AU$492.6m (down 4.7% from 1H 2023). Net income: AU$51.4m (up 13% from 1H 2023). Profit margin: 10% (up from 8.8% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Auto Components industry in Germany.
Upcoming Dividend • Aug 18Upcoming dividend of AU$0.22 per share at 3.4% yieldEligible shareholders must have bought the stock before 25 August 2023. Payment date: 14 September 2023. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.6%).
Buying Opportunity • Aug 17Now 21% undervaluedOver the last 90 days, the stock is up 24%. The fair value is estimated to be €8.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Earnings per share has declined by 8.9%. For the next 3 years, revenue is forecast to grow by 2.1% per annum. Earnings is also forecast to grow by 7.6% per annum over the same time period.
Reported Earnings • Aug 15Full year 2023 earnings released: EPS: AU$0.70 (vs AU$0.23 in FY 2022)Full year 2023 results: EPS: AU$0.70 (up from AU$0.23 in FY 2022). Revenue: AU$1.04b (up 24% from FY 2022). Net income: AU$98.6m (up 261% from FY 2022). Profit margin: 9.5% (up from 3.3% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Auto Components industry in Germany.
お知らせ • Aug 07Waterco Limited (ASX:WAT) signed a share sale agreement to acquire Davey Water Products Pty Ltd. from GUD Holdings Limited (ASX:GUD) for an enterprise value of AUD 64.9 million.Waterco Limited (ASX:WAT) signed a share sale agreement to acquire Davey Water Products Pty Ltd. from GUD Holdings Limited (ASX:GUD) for an enterprise value of AUD 64.9 million on August 7, 2023. Under the terms, enterprise value of AUD 64.9 million is before estimated customary net working capital (NWC) and net debt type adjustments. The net cash proceeds, post customary net working capital and net debt type adjustments, and consideration of a deferred vendor payment of AUD 1.25 million are expected to be approximately AUD 56 million. Waterco will finance the acquisition through bank loans. There are no changes in the composition of the Board and management of Waterco as a result of the acquisition. Under the terms of the agreement, completion will take place upon fulfilment of certain conditions precedent that are customary for a transaction of this nature. The acquisition does not require security holders’ approval and the parties expect that completion will take place on September 1, 2023. The proceeds from the sale will be used to further pay down debt.
お知らせ • Aug 01GUD Holdings Limited, Annual General Meeting, Oct 26, 2023GUD Holdings Limited, Annual General Meeting, Oct 26, 2023, at 10:00 AUS Eastern Standard Time.
お知らせ • Jun 21GUD Holdings Limited Announces Executive Changes Effective August 1, 2023G.U.D. Holdings Limited advises that Mr. Tyler will retire as Company Secretary & General Counsel effective from 1 August 2023. Ms Anne Mustow has been appointed as the Company Secretary & General Counsel with effect from 1 August 2023. Anne is an experienced general counsel and company secretary who has spent the last 16 years with the Wesfarmers Group and Australian Pharmaceutical Industries Limited. Before that, she was a Partner with Blake Dawson Waldron (now Ashurst) where she practiced in corporate law and mergers and acquisitions, The Board looks forward to working with Anne.
お知らせ • Jun 19GUD Holdings Limited to Report Fiscal Year 2023 Results on Aug 15, 2023GUD Holdings Limited announced that they will report fiscal year 2023 results on Aug 15, 2023
Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €6.25, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 8x in the Auto Components industry in Germany. Total loss to shareholders of 13% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €8.56 per share.
Reported Earnings • Feb 16First half 2023 earnings released: EPS: AU$0.32 (vs AU$0.21 in 1H 2022)First half 2023 results: EPS: AU$0.32 (up from AU$0.21 in 1H 2022). Revenue: AU$517.0m (up 56% from 1H 2022). Net income: AU$45.6m (up 89% from 1H 2022). Profit margin: 8.8% (up from 7.3% in 1H 2022). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Auto Components industry in Germany.
お知らせ • Feb 15Gud Holdings Limited Announces Dividend for Period of Six Months Ended December 31, 2022, Payable on March 10, 2023GUD Holdings Limited announces Dividend of AUD 0.17000000 for period of six months ended December 31, 2022. Ex dividend date is February 24, 2023, Record date is February 27, 2023, payable date is March 10, 2023.
お知らせ • Feb 07GUD Holdings Limited to Report First Half, 2023 Results on Feb 15, 2023GUD Holdings Limited announced that they will report first half, 2023 results on Feb 15, 2023
Upcoming Dividend • Aug 19Upcoming dividend of AU$0.22 per shareEligible shareholders must have bought the stock before 26 August 2022. Payment date: 13 September 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.5%. Within top quartile of German dividend payers (4.5%). Higher than average of industry peers (3.6%).
Recent Insider Transactions • Aug 18CEO, MD & Director recently bought €60k worth of stockOn the 16th of August, Graeme Whickman bought around 10k shares on-market at roughly €6.01 per share. This was the largest purchase by an insider in the last 3 months. This was Graeme's only on-market trade for the last 12 months.
Reported Earnings • Aug 16Full year 2022 earnings released: EPS: AU$0.23 (vs AU$0.67 in FY 2021)Full year 2022 results: EPS: AU$0.23 (down from AU$0.67 in FY 2021). Revenue: AU$835.5m (up 50% from FY 2021). Net income: AU$27.3m (down 55% from FY 2021). Profit margin: 3.3% (down from 11% in FY 2021). Over the next year, revenue is forecast to grow 23%, compared to a 9.8% growth forecast for the Auto Components industry in Germany.
Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorated over the past weekAfter last week's 27% share price decline to €5.05, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Auto Components industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €3.35 per share.
Recent Insider Transactions • Dec 08Insider recently bought €3.1m worth of stockOn the 2nd of December, Ian Campbell bought around 4k shares on-market at roughly €700 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €3.2m more in shares than they have sold in the last 12 months.
