View Financial HealthSelena FM 配当と自社株買い配当金 基準チェック /56Selena FMは配当を支払う会社で、現在の利回りは5.19%ですが、利益によって十分にカバーされています。次の支払い日は 30th June, 2026で、権利落ち日は8th June, 2026 。主要情報5.2%配当利回りn/aバイバック利回り総株主利回りn/a将来の配当利回りn/a配当成長23.5%次回配当支払日30 Jun 26配当落ち日08 Jun 26一株当たり配当金n/a配当性向49%最近の配当と自社株買いの更新Declared Dividend • May 20Dividend of zł2.50 announcedShareholders will receive a dividend of zł2.50. Ex-date: 8th June 2026 Payment date: 30th June 2026 Dividend yield will be 23%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 24% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 10% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • May 02Selena FM S.A. announces Annual dividend, payable on June 30, 2026Selena FM S.A. announced Annual dividend of PLN 2.5000 per share payable on June 30, 2026, ex-date on June 08, 2026 and record date on June 09, 2026.お知らせ • Apr 27Selena FM S.A. announces Annual dividend, payable on June 30, 2025Selena FM S.A. announced Annual dividend of PLN 2.5000 per share payable on June 30, 2025, ex-date on June 09, 2025 and record date on June 10, 2025.Upcoming Dividend • May 29Upcoming dividend of zł1.50 per shareEligible shareholders must have bought the stock before 05 June 2024. Payment date: 30 June 2024. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 4.1%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (5.0%).すべての更新を表示Recent updatesDeclared Dividend • May 20Dividend of zł2.50 announcedShareholders will receive a dividend of zł2.50. Ex-date: 8th June 2026 Payment date: 30th June 2026 Dividend yield will be 23%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 24% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 10% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • May 02Selena FM S.A. announces Annual dividend, payable on June 30, 2026Selena FM S.A. announced Annual dividend of PLN 2.5000 per share payable on June 30, 2026, ex-date on June 08, 2026 and record date on June 09, 2026.Buy Or Sell Opportunity • Jan 08Now 21% undervaluedOver the last 90 days, the stock has risen 59% to €13.90. The fair value is estimated to be €17.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.7% over the last 3 years, while earnings per share has been flat.お知らせ • Dec 10Selena FM S.A. (WSE:SEL) agreed to acquire Acdis France on December 8, 2025.Selena FM S.A. (WSE:SEL) entered into an agreement to acquire Acdis France on December 8, 2025. The expected completion of the transaction is January 31, 2026.お知らせ • Aug 21Selena FM S.A. to Report First Half, 2025 Results on Sep 16, 2025Selena FM S.A. announced that they will report first half, 2025 results on Sep 16, 2025お知らせ • Jul 04Selena FM Seeks to Acquire Two Manufacturers of Bituminous MembranesSelena FM S.A. (WSE:SEL) is to soon acquire two manufacturers of bituminous membranes - the listed Izolacja Jarocin Spolka Akcyjna (WSE:IZO) and Przedsiebiorstwo Handlowo-Produkcyjne TES. However, in the current market situation, which is characterised by high volatility and macroeconomic uncertainty, Selena FM management is leaning more towards growth through acquisitions.お知らせ • Apr 28Selena FM S.A., Annual General Meeting, May 27, 2025Selena FM S.A., Annual General Meeting, May 27, 2025.お知らせ • Apr 27Selena FM S.A. announces Annual dividend, payable on June 30, 2025Selena FM S.A. announced Annual dividend of PLN 2.5000 per share payable on June 30, 2025, ex-date on June 09, 2025 and record date on June 10, 2025.Reported Earnings • Sep 14Second quarter 2024 earnings released: EPS: zł1.10 (vs zł0.52 in 2Q 2023)Second quarter 2024 results: EPS: zł1.10 (up from zł0.52 in 2Q 2023). Revenue: zł474.2m (up 4.8% from 2Q 2023). Net income: zł25.1m (up 111% from 2Q 2023). Profit margin: 5.3% (up from 2.6% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Reported Earnings • May 30First quarter 2024 earnings released: EPS: zł0.84 (vs zł0.22 loss in 1Q 2023)First quarter 2024 results: EPS: zł0.84 (up from zł0.22 loss in 1Q 2023). Revenue: zł400.3m (down 2.9% from 1Q 2023). Net income: zł19.1m (up zł24.1m from 1Q 2023). Profit margin: 4.8% (up from net loss in 1Q 2023). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Upcoming Dividend • May 29Upcoming dividend of zł1.50 per shareEligible shareholders must have bought the stock before 05 June 2024. Payment date: 30 June 2024. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 4.1%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (5.0%).New Risk • May 13New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (119% cash payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.8% net profit margin).お知らせ • Apr 28Selena FM S.A., Annual General Meeting, May 23, 2024Selena FM S.A., Annual General Meeting, May 23, 2024, at 09:00 Central European Standard Time.Reported Earnings • Apr 18Full year 2023 earnings released: EPS: zł0.69 (vs zł4.91 in FY 2022)Full year 2023 results: EPS: zł0.69 (down from zł4.91 in FY 2022). Revenue: zł930.2m (down 53% from FY 2022). Net income: zł15.8m (down 86% from FY 2022). Profit margin: 1.7% (down from 5.7% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.お知らせ • Feb 02+ 3 more updatesSelena FM S.A. to Report Q1, 2024 Results on May 29, 2024Selena FM S.A. announced that they will report Q1, 2024 results on May 29, 2024Reported Earnings • Nov 22Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł491.6m (down 14% from 3Q 2022). Net income: zł54.9m (up 18% from 3Q 2022). Profit margin: 11% (up from 8.2% in 3Q 2022). The increase in margin was driven by lower expenses.Valuation Update With 7 Day Price Move • Oct 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €6.22, the stock trades at a trailing P/E ratio of 9x. Average trailing P/E is 10x in the Chemicals industry in Germany. Total returns to shareholders of 82% over the past year.Reported Earnings • Sep 18Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł452.5m (down 9.3% from 2Q 2022). Net income: zł11.9m (down 49% from 2Q 2022). Profit margin: 2.6% (down from 4.7% in 2Q 2022). The decrease in margin was driven by lower revenue.お知らせ • Sep 02Selena FM S.A. (WSE:SEL) completed the acquisition of 90.1% stake in Imperalum - Sociedade Comercial De Revestimentos E ImpermeabilizaCOes, S.A. from REGRATÓPICO - SGPS, S.A.Selena FM S.A. (WSE:SEL) signed a conditional agreement to acquire 90.1% stake in Imperalum - Sociedade Comercial De Revestimentos E ImpermeabilizaCOes, S.A. from REGRATÓPICO - SGPS, S.A. for €13.5 million on July 26, 2023. The final purchase price will be determined as at the closing date of the transaction by adjusting EV by the value of net debt and by differences in working capital as at that date based on the settlement mechanism provided for in the conditional agreement. The deal is conditional on the approval of the Portuguese anti-trust authority. As on August 31, 2023 The Portuguese anti-trust authority approved the transaction.Selena FM S.A. (WSE:SEL) completed the acquisition of 90.1% stake in Imperalum - Sociedade Comercial De Revestimentos E ImpermeabilizaCOes, S.A. from REGRATÓPICO - SGPS, S.A. on August 31, 2023.Valuation Update With 7 Day Price Move • Aug 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €5.84, the stock trades at a trailing P/E ratio of 7.1x. Average trailing P/E is 10x in the Chemicals industry in Germany. Total returns to shareholders of 40% over the past year.New Risk • Aug 07New major risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 9.3% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (9.3% average weekly change). Profit margins are more than 30% lower than last year (4.2% net profit margin).Reported Earnings • May 30First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: zł412.2m (down 2.2% from 1Q 2022). Net loss: zł5.06m (down 120% from profit in 1Q 2022).お知らせ • May 09Selena FM S.A., Annual General Meeting, May 25, 2023Selena FM S.A., Annual General Meeting, May 25, 2023, at 10:00 Central European Standard Time.Reported Earnings • Apr 27Full year 2022 earnings releasedFull year 2022 results: Revenue: zł1.96b (up 14% from FY 2021). Net income: zł112.1m (up 9.2% from FY 2021). Profit margin: 5.7% (down from 5.9% in FY 2021). The decrease in margin was driven by higher expenses.Buying Opportunity • Apr 26Now 21% undervaluedOver the last 90 days, the stock is up 16%. The fair value is estimated to be €6.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 38%.Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €5.40, the stock trades at a trailing P/E ratio of 4.6x. Average trailing P/E is 10x in the Chemicals industry in Germany. Total returns to shareholders of 1.9% over the past year.お知らせ • Jan 19+ 3 more updatesSelena FM S.A. to Report First Half, 2023 Results on Sep 15, 2023Selena FM S.A. announced that they will report first half, 2023 results on Sep 15, 2023Reported Earnings • Nov 20Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: zł569.0m (up 15% from 3Q 2021). Net income: zł46.4m (up 46% from 3Q 2021). Profit margin: 8.2% (up from 6.4% in 3Q 2021). The increase in margin was driven by higher revenue.Reported Earnings • Sep 18Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł499.2m (up 14% from 2Q 2021). Net income: zł23.4m (up 7.6% from 2Q 2021). Profit margin: 4.7% (down from 5.0% in 2Q 2021). The decrease in margin was driven by higher expenses.お知らせ • May 07Selena FM S.A., Annual General Meeting, Jun 02, 2022Selena FM S.A., Annual General Meeting, Jun 02, 2022.Reported Earnings • May 03Full year 2021 earnings released: EPS: zł4.50 (vs zł3.34 in FY 2020)Full year 2021 results: EPS: zł4.50 (up from zł3.34 in FY 2020). Revenue: zł1.73b (up 25% from FY 2020). Net income: zł102.7m (up 35% from FY 2020). Profit margin: 5.9% (up from 5.5% in FY 2020). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Apr 02Investor sentiment improved over the past weekAfter last week's 17% share price gain to €5.22, the stock trades at a trailing P/E ratio of 7.4x. Average trailing P/E is 10x in the Chemicals industry in Germany. Total returns to shareholders of 30% over the past year.Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 17% share price gain to €4.56, the stock trades at a trailing P/E ratio of 7.3x. Average trailing P/E is 11x in the Chemicals industry in Germany.Valuation Update With 7 Day Price Move • Feb 26Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €4.48, the stock trades at a trailing P/E ratio of 6.8x. Average trailing P/E is 10x in the Chemicals industry in Germany.Valuation Update With 7 Day Price Move • Feb 26Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €4.48, the stock trades at a trailing P/E ratio of 6.8x. Average trailing P/E is 10x in the Chemicals industry in Germany.Reported Earnings • Nov 28Third quarter 2021 earnings: Revenues miss analyst expectationsThird quarter 2021 results: Revenue: zł493.1m (up 14% from 3Q 2020). Net income: zł31.7m (down 28% from 3Q 2020). Profit margin: 6.4% (down from 10% in 3Q 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.3%.Reported Earnings • Sep 20Second quarter 2021 earnings released: EPS zł0.95 (vs zł1.14 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: zł438.2m (up 37% from 2Q 2020). Net income: zł21.8m (down 17% from 2Q 2020). Profit margin: 5.0% (down from 8.2% in 2Q 2020). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł5.62, the stock trades at a trailing P/E ratio of 6.2x. Average trailing P/E is 25x in the Chemicals industry in Germany.Reported Earnings • Apr 25Full year 2020 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: zł1.38b (up 4.4% from FY 2019). Net income: zł76.2m (up 93% from FY 2019). Profit margin: 5.5% (up from 3.0% in FY 2019). The increase in margin was driven by higher revenue.配当金の支払いについて今日May 23 2026配当落ち日Jun 08 2026配当支払日Jun 30 202622 days 配当落ちから次の15 days 、次の配当を受け取るために購入する。決済の安定と成長配当データの取得安定した配当: 3Z3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: 3Z3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Selena FM 配当利回り対市場3Z3 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 (3Z3)5.2%市場下位25% (DE)1.5%市場トップ25% (DE)4.5%業界平均 (Chemicals)3.7%アナリスト予想 (3Z3) (最長3年)n/a注目すべき配当: 3Z3の配当金 ( 5.19% ) はGerman市場の配当金支払者の下位 25% ( 1.54% ) よりも高くなっています。高配当: 3Z3の配当金 ( 5.19% ) はGerman市場 ( 4.55% ) の配当支払者の中で上位 25% に入っています。株主への利益配当収益カバレッジ: 3Z3の 配当性向 ( 49% ) 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: 3Z3の 現金配当性向 ( 35.9% ) 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7D1Y7D1Y7D1YDE 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 22:05終値2026/05/22 00:00収益2025/12/31年間収益2025/12/31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Selena FM S.A. 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。2 アナリスト機関Jakub SzkopekBiuro maklerskie mBankuAdam MilewiczPKO BP Securities
Declared Dividend • May 20Dividend of zł2.50 announcedShareholders will receive a dividend of zł2.50. Ex-date: 8th June 2026 Payment date: 30th June 2026 Dividend yield will be 23%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 24% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 10% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • May 02Selena FM S.A. announces Annual dividend, payable on June 30, 2026Selena FM S.A. announced Annual dividend of PLN 2.5000 per share payable on June 30, 2026, ex-date on June 08, 2026 and record date on June 09, 2026.
お知らせ • Apr 27Selena FM S.A. announces Annual dividend, payable on June 30, 2025Selena FM S.A. announced Annual dividend of PLN 2.5000 per share payable on June 30, 2025, ex-date on June 09, 2025 and record date on June 10, 2025.
Upcoming Dividend • May 29Upcoming dividend of zł1.50 per shareEligible shareholders must have bought the stock before 05 June 2024. Payment date: 30 June 2024. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 4.1%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (5.0%).
Declared Dividend • May 20Dividend of zł2.50 announcedShareholders will receive a dividend of zł2.50. Ex-date: 8th June 2026 Payment date: 30th June 2026 Dividend yield will be 23%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 24% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 10% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • May 02Selena FM S.A. announces Annual dividend, payable on June 30, 2026Selena FM S.A. announced Annual dividend of PLN 2.5000 per share payable on June 30, 2026, ex-date on June 08, 2026 and record date on June 09, 2026.
Buy Or Sell Opportunity • Jan 08Now 21% undervaluedOver the last 90 days, the stock has risen 59% to €13.90. The fair value is estimated to be €17.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.7% over the last 3 years, while earnings per share has been flat.
お知らせ • Dec 10Selena FM S.A. (WSE:SEL) agreed to acquire Acdis France on December 8, 2025.Selena FM S.A. (WSE:SEL) entered into an agreement to acquire Acdis France on December 8, 2025. The expected completion of the transaction is January 31, 2026.
お知らせ • Aug 21Selena FM S.A. to Report First Half, 2025 Results on Sep 16, 2025Selena FM S.A. announced that they will report first half, 2025 results on Sep 16, 2025
お知らせ • Jul 04Selena FM Seeks to Acquire Two Manufacturers of Bituminous MembranesSelena FM S.A. (WSE:SEL) is to soon acquire two manufacturers of bituminous membranes - the listed Izolacja Jarocin Spolka Akcyjna (WSE:IZO) and Przedsiebiorstwo Handlowo-Produkcyjne TES. However, in the current market situation, which is characterised by high volatility and macroeconomic uncertainty, Selena FM management is leaning more towards growth through acquisitions.
お知らせ • Apr 28Selena FM S.A., Annual General Meeting, May 27, 2025Selena FM S.A., Annual General Meeting, May 27, 2025.
お知らせ • Apr 27Selena FM S.A. announces Annual dividend, payable on June 30, 2025Selena FM S.A. announced Annual dividend of PLN 2.5000 per share payable on June 30, 2025, ex-date on June 09, 2025 and record date on June 10, 2025.
Reported Earnings • Sep 14Second quarter 2024 earnings released: EPS: zł1.10 (vs zł0.52 in 2Q 2023)Second quarter 2024 results: EPS: zł1.10 (up from zł0.52 in 2Q 2023). Revenue: zł474.2m (up 4.8% from 2Q 2023). Net income: zł25.1m (up 111% from 2Q 2023). Profit margin: 5.3% (up from 2.6% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Reported Earnings • May 30First quarter 2024 earnings released: EPS: zł0.84 (vs zł0.22 loss in 1Q 2023)First quarter 2024 results: EPS: zł0.84 (up from zł0.22 loss in 1Q 2023). Revenue: zł400.3m (down 2.9% from 1Q 2023). Net income: zł19.1m (up zł24.1m from 1Q 2023). Profit margin: 4.8% (up from net loss in 1Q 2023). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Upcoming Dividend • May 29Upcoming dividend of zł1.50 per shareEligible shareholders must have bought the stock before 05 June 2024. Payment date: 30 June 2024. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 4.1%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (5.0%).
New Risk • May 13New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (119% cash payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.8% net profit margin).
お知らせ • Apr 28Selena FM S.A., Annual General Meeting, May 23, 2024Selena FM S.A., Annual General Meeting, May 23, 2024, at 09:00 Central European Standard Time.
Reported Earnings • Apr 18Full year 2023 earnings released: EPS: zł0.69 (vs zł4.91 in FY 2022)Full year 2023 results: EPS: zł0.69 (down from zł4.91 in FY 2022). Revenue: zł930.2m (down 53% from FY 2022). Net income: zł15.8m (down 86% from FY 2022). Profit margin: 1.7% (down from 5.7% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
お知らせ • Feb 02+ 3 more updatesSelena FM S.A. to Report Q1, 2024 Results on May 29, 2024Selena FM S.A. announced that they will report Q1, 2024 results on May 29, 2024
Reported Earnings • Nov 22Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł491.6m (down 14% from 3Q 2022). Net income: zł54.9m (up 18% from 3Q 2022). Profit margin: 11% (up from 8.2% in 3Q 2022). The increase in margin was driven by lower expenses.
Valuation Update With 7 Day Price Move • Oct 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €6.22, the stock trades at a trailing P/E ratio of 9x. Average trailing P/E is 10x in the Chemicals industry in Germany. Total returns to shareholders of 82% over the past year.
Reported Earnings • Sep 18Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł452.5m (down 9.3% from 2Q 2022). Net income: zł11.9m (down 49% from 2Q 2022). Profit margin: 2.6% (down from 4.7% in 2Q 2022). The decrease in margin was driven by lower revenue.
お知らせ • Sep 02Selena FM S.A. (WSE:SEL) completed the acquisition of 90.1% stake in Imperalum - Sociedade Comercial De Revestimentos E ImpermeabilizaCOes, S.A. from REGRATÓPICO - SGPS, S.A.Selena FM S.A. (WSE:SEL) signed a conditional agreement to acquire 90.1% stake in Imperalum - Sociedade Comercial De Revestimentos E ImpermeabilizaCOes, S.A. from REGRATÓPICO - SGPS, S.A. for €13.5 million on July 26, 2023. The final purchase price will be determined as at the closing date of the transaction by adjusting EV by the value of net debt and by differences in working capital as at that date based on the settlement mechanism provided for in the conditional agreement. The deal is conditional on the approval of the Portuguese anti-trust authority. As on August 31, 2023 The Portuguese anti-trust authority approved the transaction.Selena FM S.A. (WSE:SEL) completed the acquisition of 90.1% stake in Imperalum - Sociedade Comercial De Revestimentos E ImpermeabilizaCOes, S.A. from REGRATÓPICO - SGPS, S.A. on August 31, 2023.
Valuation Update With 7 Day Price Move • Aug 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €5.84, the stock trades at a trailing P/E ratio of 7.1x. Average trailing P/E is 10x in the Chemicals industry in Germany. Total returns to shareholders of 40% over the past year.
New Risk • Aug 07New major risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 9.3% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (9.3% average weekly change). Profit margins are more than 30% lower than last year (4.2% net profit margin).
Reported Earnings • May 30First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: zł412.2m (down 2.2% from 1Q 2022). Net loss: zł5.06m (down 120% from profit in 1Q 2022).
お知らせ • May 09Selena FM S.A., Annual General Meeting, May 25, 2023Selena FM S.A., Annual General Meeting, May 25, 2023, at 10:00 Central European Standard Time.
Reported Earnings • Apr 27Full year 2022 earnings releasedFull year 2022 results: Revenue: zł1.96b (up 14% from FY 2021). Net income: zł112.1m (up 9.2% from FY 2021). Profit margin: 5.7% (down from 5.9% in FY 2021). The decrease in margin was driven by higher expenses.
Buying Opportunity • Apr 26Now 21% undervaluedOver the last 90 days, the stock is up 16%. The fair value is estimated to be €6.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 38%.
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €5.40, the stock trades at a trailing P/E ratio of 4.6x. Average trailing P/E is 10x in the Chemicals industry in Germany. Total returns to shareholders of 1.9% over the past year.
お知らせ • Jan 19+ 3 more updatesSelena FM S.A. to Report First Half, 2023 Results on Sep 15, 2023Selena FM S.A. announced that they will report first half, 2023 results on Sep 15, 2023
Reported Earnings • Nov 20Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: zł569.0m (up 15% from 3Q 2021). Net income: zł46.4m (up 46% from 3Q 2021). Profit margin: 8.2% (up from 6.4% in 3Q 2021). The increase in margin was driven by higher revenue.
Reported Earnings • Sep 18Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł499.2m (up 14% from 2Q 2021). Net income: zł23.4m (up 7.6% from 2Q 2021). Profit margin: 4.7% (down from 5.0% in 2Q 2021). The decrease in margin was driven by higher expenses.
お知らせ • May 07Selena FM S.A., Annual General Meeting, Jun 02, 2022Selena FM S.A., Annual General Meeting, Jun 02, 2022.
Reported Earnings • May 03Full year 2021 earnings released: EPS: zł4.50 (vs zł3.34 in FY 2020)Full year 2021 results: EPS: zł4.50 (up from zł3.34 in FY 2020). Revenue: zł1.73b (up 25% from FY 2020). Net income: zł102.7m (up 35% from FY 2020). Profit margin: 5.9% (up from 5.5% in FY 2020). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Apr 02Investor sentiment improved over the past weekAfter last week's 17% share price gain to €5.22, the stock trades at a trailing P/E ratio of 7.4x. Average trailing P/E is 10x in the Chemicals industry in Germany. Total returns to shareholders of 30% over the past year.
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 17% share price gain to €4.56, the stock trades at a trailing P/E ratio of 7.3x. Average trailing P/E is 11x in the Chemicals industry in Germany.
Valuation Update With 7 Day Price Move • Feb 26Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €4.48, the stock trades at a trailing P/E ratio of 6.8x. Average trailing P/E is 10x in the Chemicals industry in Germany.
Valuation Update With 7 Day Price Move • Feb 26Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €4.48, the stock trades at a trailing P/E ratio of 6.8x. Average trailing P/E is 10x in the Chemicals industry in Germany.
Reported Earnings • Nov 28Third quarter 2021 earnings: Revenues miss analyst expectationsThird quarter 2021 results: Revenue: zł493.1m (up 14% from 3Q 2020). Net income: zł31.7m (down 28% from 3Q 2020). Profit margin: 6.4% (down from 10% in 3Q 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.3%.
Reported Earnings • Sep 20Second quarter 2021 earnings released: EPS zł0.95 (vs zł1.14 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: zł438.2m (up 37% from 2Q 2020). Net income: zł21.8m (down 17% from 2Q 2020). Profit margin: 5.0% (down from 8.2% in 2Q 2020). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł5.62, the stock trades at a trailing P/E ratio of 6.2x. Average trailing P/E is 25x in the Chemicals industry in Germany.
Reported Earnings • Apr 25Full year 2020 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: zł1.38b (up 4.4% from FY 2019). Net income: zł76.2m (up 93% from FY 2019). Profit margin: 5.5% (up from 3.0% in FY 2019). The increase in margin was driven by higher revenue.