This company listing is no longer activeThis company may still be operating, however this listing is no longer active.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 EventsTelenet Group Holding（T4I）株式概要Telenet Group Holding NV provides video services to residential and business customers in Belgium and Luxembourg. 詳細T4I ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長1/6過去の実績2/6財務の健全性0/6配当金3/6報酬株価収益率（ 12 x） German市場（ 17 x）を下回っています。収益は年間14.11%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 リスク分析マイナスの株主資本 利払いは収益で十分にカバーされない 利益率(6.9%)は昨年より低い(37.5%) 不安定な配当実績 すべてのリスクチェックを見るT4I Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW496,407 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 NarrativeBLINROAG496,407 investors already sharing narrativesYour Fair Value€Current Price€21.0668.1% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture03b2016201920222025202620282031Revenue €2.9bEarnings €201.5mAdvancedSet Fair ValueView all narrativesTelenet Group Holding NV 競合他社Ströer SE KGaASymbol: XTRA:SAXMarket cap: €2.0bRTL GroupSymbol: XTRA:RRTLMarket cap: €4.8bVerve Group MediaSymbol: XTRA:VRVMarket cap: €287.8mScout24Symbol: XTRA:G24Market cap: €5.2b価格と性能株価の高値、安値、推移の概要Telenet Group Holding過去の株価現在の株価€21.0652週高値€21.2252週安値€13.29ベータ0.711ヶ月の変化-0.47%3ヶ月変化0.77%1年変化52.50%3年間の変化-36.87%5年間の変化-54.38%IPOからの変化5.30%最新ニュースお知らせ • Dec 13Telenet Group Holding NV to Report Q4, 2024 Results on Feb 18, 2025Telenet Group Holding NV announced that they will report Q4, 2024 results at 10:15 PM, Central European Standard Time on Feb 18, 2025お知らせ • Sep 21Telenet Group Holding NV to Report Q3, 2024 Results on Oct 29, 2024Telenet Group Holding NV announced that they will report Q3, 2024 results on Oct 29, 2024お知らせ • Jun 20Telenet Group Holding NV to Report Q2, 2024 Results on Jul 25, 2024Telenet Group Holding NV announced that they will report Q2, 2024 results at 10:15 AM, Central European Standard Time on Jul 25, 2024お知らせ • Apr 11Telenet Group Holding NV to Report Q1, 2024 Results on May 01, 2024Telenet Group Holding NV announced that they will report Q1, 2024 results on May 01, 2024お知らせ • Mar 06Telenet Group Holding NV to Report Fiscal Year 2023 Final Results on Mar 22, 2024Telenet Group Holding NV announced that they will report fiscal year 2023 final results on Mar 22, 2024お知らせ • Feb 02Telenet Group Holding NV to Report Fiscal Year 2023 Results on Feb 15, 2024Telenet Group Holding NV announced that they will report fiscal year 2023 results at 10:00 PM, Central European Standard Time on Feb 15, 2024最新情報をもっと見るRecent updatesお知らせ • Dec 13Telenet Group Holding NV to Report Q4, 2024 Results on Feb 18, 2025Telenet Group Holding NV announced that they will report Q4, 2024 results at 10:15 PM, Central European Standard Time on Feb 18, 2025お知らせ • Sep 21Telenet Group Holding NV to Report Q3, 2024 Results on Oct 29, 2024Telenet Group Holding NV announced that they will report Q3, 2024 results on Oct 29, 2024お知らせ • Jun 20Telenet Group Holding NV to Report Q2, 2024 Results on Jul 25, 2024Telenet Group Holding NV announced that they will report Q2, 2024 results at 10:15 AM, Central European Standard Time on Jul 25, 2024お知らせ • Apr 11Telenet Group Holding NV to Report Q1, 2024 Results on May 01, 2024Telenet Group Holding NV announced that they will report Q1, 2024 results on May 01, 2024お知らせ • Mar 06Telenet Group Holding NV to Report Fiscal Year 2023 Final Results on Mar 22, 2024Telenet Group Holding NV announced that they will report fiscal year 2023 final results on Mar 22, 2024お知らせ • Feb 02Telenet Group Holding NV to Report Fiscal Year 2023 Results on Feb 15, 2024Telenet Group Holding NV announced that they will report fiscal year 2023 results at 10:00 PM, Central European Standard Time on Feb 15, 2024お知らせ • Oct 17Telenet's Shares Delisted from Euronext Brussels at Close of Trade on 13 October 2023On October 16, 2023, Liberty Global plc (Liberty Global) announced that, during the simplified squeeze-out period which opened on 22 September 2023 and closed on 13 October 2023 (the Simplified Squeeze-Out Period) of its voluntary public takeover bid for all the shares of Telenet Group Holding NV (Telenet) (the Offer) by its indirect wholly-owned subsidiary, Liberty Global Belgium Holding B.V. (the Offeror), it received acceptances for 1,156,941 Telenet shares. On 13 October 2023, Telenet shares were delisted from Euronext Brussels at close of trade.Reported Earnings • Oct 01Second quarter 2023 earnings released: €0.26 loss per share (vs €5.84 profit in 2Q 2022)Second quarter 2023 results: €0.26 loss per share (down from €5.84 profit in 2Q 2022). Revenue: €704.1m (up 8.9% from 2Q 2022). Net loss: €28.1m (down 104% from profit in 2Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 5.6% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.New Risk • Jul 28New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.9% Last year net profit margin: 38% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Negative equity (-€625m). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (6.9% net profit margin).Reported Earnings • Jul 27Second quarter 2023 earnings released: €0.26 loss per share (vs €5.84 profit in 2Q 2022)Second quarter 2023 results: €0.26 loss per share (down from €5.84 profit in 2Q 2022). Revenue: €704.1m (up 8.9% from 2Q 2022). Net loss: €28.1m (down 104% from profit in 2Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 4.7% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.Upcoming Dividend • Apr 26Upcoming dividend of €0.70 per share at 4.7% yieldEligible shareholders must have bought the stock before 03 May 2023. Payment date: 05 May 2023. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 4.7%. Within top quartile of German dividend payers (4.6%). Lower than average of industry peers (6.8%).Reported Earnings • Mar 27Full year 2022 earnings released: EPS: €9.19 (vs €3.60 in FY 2021)Full year 2022 results: EPS: €9.19 (up from €3.60 in FY 2021). Revenue: €2.67b (up 2.7% from FY 2021). Net income: €997.6m (up 153% from FY 2021). Profit margin: 37% (up from 15% in FY 2021). Revenue is forecast to stay flat during the next 3 years compared to a 4.4% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improves as stock rises 48%After last week's 48% share price gain to €20.48, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the Media industry in Europe. Total loss to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €19.65 per share.Reported Earnings • Feb 17Full year 2022 earnings releasedFull year 2022 results: Revenue: €2.67b (up 2.7% from FY 2021). Net income: €997.6m (up 153% from FY 2021). Profit margin: 37% (up from 15% in FY 2021). Revenue is forecast to stay flat during the next 3 years compared to a 5.1% growth forecast for the Media industry in Germany.Reported Earnings • Oct 04Second quarter 2022 earnings released: EPS: €5.84 (vs €0.91 in 2Q 2021)Second quarter 2022 results: EPS: €5.84 (up from €0.91 in 2Q 2021). Revenue: €646.8m (flat on 2Q 2021). Net income: €633.3m (up €534.0m from 2Q 2021). Profit margin: 98% (up from 16% in 2Q 2021). Revenue is forecast to stay flat during the next 3 years compared to a 5.1% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings.お知らせ • Sep 13+ 5 more updatesTelenet Group Holding NV to Report Nine Months, 2023 Results on Oct 26, 2023Telenet Group Holding NV announced that they will report nine months, 2023 results on Oct 26, 2023Reported Earnings • Jul 30Second quarter 2022 earnings released: EPS: €5.84 (vs €0.91 in 2Q 2021)Second quarter 2022 results: EPS: €5.84 (up from €0.91 in 2Q 2021). Revenue: €646.8m (flat on 2Q 2021). Net income: €633.3m (up €534.0m from 2Q 2021). Profit margin: 98% (up from 16% in 2Q 2021). Over the next year, revenue is forecast to stay flat compared to a 8.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jul 23Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €15.95, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 14x in the Media industry in Germany. Total loss to shareholders of 58% over the past three years.Board Change • May 31High number of new directorsIndependent Director Dirk Van den Berghe was the last director to join the board, commencing their role in 2022.Board Change • May 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 5 highly experienced directors. Non Independent Director Enrique Rodriguez was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Reported Earnings • May 01First quarter 2022 earnings released: EPS: €1.48 (vs €1.03 in 1Q 2021)First quarter 2022 results: EPS: €1.48 (up from €1.03 in 1Q 2021). Revenue: €644.8m (flat on 1Q 2021). Net income: €160.4m (up 42% from 1Q 2021). Profit margin: 25% (up from 17% in 1Q 2021). Over the next year, revenue is forecast to grow 1.2%, compared to a 8.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.Upcoming Dividend • Apr 27Upcoming dividend of €0.96 per shareEligible shareholders must have bought the stock before 02 May 2022. Payment date: 04 May 2022. Payout ratio is on the higher end at 76%, however this is supported by cash flows. Trailing yield: 9.2%. Within top quartile of German dividend payers (4.0%). Higher than average of industry peers (6.0%).Reported Earnings • Feb 11Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: €2.60b (flat on FY 2020). Net income: €394.0m (up 16% from FY 2020). Profit margin: 15% (up from 13% in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to stay flat compared to a 7.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Upcoming Dividend • Nov 29Upcoming dividend of €0.96 per shareEligible shareholders must have bought the stock before 06 December 2021. Payment date: 08 December 2021. Trailing yield: 8.8%. Within top quartile of German dividend payers (3.3%). Higher than average of industry peers (4.3%).Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS €0.82 (vs €1.04 in 3Q 2020)The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: €640.6m (flat on 3Q 2020). Net income: €89.9m (down 21% from 3Q 2020). Profit margin: 14% (down from 18% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Reported Earnings • Sep 29Second quarter 2021 earnings released: EPS €0.91 (vs €0.29 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €642.4m (up 3.7% from 2Q 2020). Net income: €99.3m (up 211% from 2Q 2020). Profit margin: 16% (up from 5.2% in 2Q 2020). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Reported Earnings • Jul 31Second quarter 2021 earnings released: EPS €0.91 (vs €0.29 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €642.4m (up 3.7% from 2Q 2020). Net income: €99.3m (up 211% from 2Q 2020). Profit margin: 16% (up from 5.2% in 2Q 2020). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Reported Earnings • May 02First quarter 2021 earnings released: EPS €1.03 (vs €1.39 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: €645.9m (down 1.1% from 1Q 2020). Net income: €112.7m (down 27% from 1Q 2020). Profit margin: 17% (down from 24% in 1Q 2020). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Upcoming Dividend • Apr 26Upcoming dividend of €0.96 per shareEligible shareholders must have bought the stock before 03 May 2021. Payment date: 05 May 2021. Trailing yield: 7.8%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (3.8%).Reported Earnings • Mar 26Full year 2020 earnings released: EPS €3.10 (vs €2.13 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: €2.58b (flat on FY 2019). Net income: €338.9m (up 45% from FY 2019). Profit margin: 13% (up from 9.1% in FY 2019). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Feb 27New 90-day low: €33.18The company is down 5.0% from its price of €34.84 on 27 November 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €42.76 per share.Analyst Estimate Surprise Post Earnings • Feb 13Revenue misses expectationsRevenue missed analyst estimates by 0.2%. Over the next year, revenue is forecast to stay flat compared to a 3.1% growth forecast for the Media industry in Germany.Reported Earnings • Feb 13Full year 2020 earnings released: EPS €3.10 (vs €2.13 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: €2.58b (flat on FY 2019). Net income: €338.9m (up 45% from FY 2019). Profit margin: 13% (up from 9.1% in FY 2019). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Jan 27New 90-day high: €37.20The company is up 13% from its price of €33.00 on 29 October 2020. The German market is up 21% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €46.33 per share.Upcoming Dividend • Nov 27Upcoming Dividend of €0.96 Per ShareWill be paid on the 8th of December to those who are registered shareholders by the 4th of December. The trailing yield of 7.9% is in the top quartile of German dividend payers (3.7%), and it is higher than industry peers (3.4%).Is New 90 Day High Low • Nov 07New 90-day low: €31.16The company is down 1.0% from its price of €31.32 on 07 August 2020. The German market is also down 1.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Media industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €70.95 per share.Analyst Estimate Surprise Post Earnings • Nov 01Third-quarter earnings released: Revenue beats expectationsThird-quarter revenue exceeded analyst estimates by 0.3% at €637.9m. Revenue is forecast to grow 1.1% over the next year, while the growth in Media industry in Germany is expected to stay flat.Reported Earnings • Nov 01Third quarter earnings releasedOver the last 12 months the company has reported total profits of €390.1m, up 108% from the prior year. Total revenue was €2.58b over the last 12 months, up 1.2% from the prior year.株主還元T4IDE MediaDE 市場7D-0.8%-1.2%-2.3%1Y52.5%-18.6%0.3%株主還元を見る業界別リターン: T4I過去 1 年間で-18.6 % の収益を上げたGerman Media業界を上回りました。リターン対市場: T4I過去 1 年間で0.3 % の収益を上げたGerman市場を上回りました。価格変動Is T4I's price volatile compared to industry and market?T4I volatilityT4I Average Weekly Movement1.2%Media Industry Average Movement4.1%Market Average Movement5.4%10% most volatile stocks in DE Market12.6%10% least volatile stocks in DE Market2.8%安定した株価: T4I 、 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: T4Iの 週次ボラティリティ は、過去 1 年間で7%から1%に減少しました。会社概要設立従業員CEO（最高経営責任者ウェブサイト19943,000John Porterinvestors.telenet.beもっと見るTelenet Group Holding NV 基礎のまとめTelenet Group Holding の収益と売上を時価総額と比較するとどうか。T4I 基礎統計学時価総額€2.31b収益（TTM）€192.60m売上高(TTM)€2.78b12.0xPER（株価収益率0.8xP/SレシオT4I 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T4I 損益計算書（TTM）収益€2.78b売上原価€1.47b売上総利益€1.31bその他の費用€1.12b収益€192.60m直近の収益報告Jun 30, 2023次回決算日Oct 26, 2023一株当たり利益（EPS）1.77グロス・マージン47.29%純利益率6.93%有利子負債／自己資本比率-893.1%T4I 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4.7%現在の配当利回り58%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2023/10/17 18:15終値2023/10/13 00:00収益2023/06/30年間収益2022/12/31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Telenet Group Holding NV 4 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。23 アナリスト機関Andrew Charles BealeArete Research Services LLPFernando Cordero BarreiraBanco SantanderJonathan DannBarclays20 その他のアナリストを表示
お知らせ • Dec 13Telenet Group Holding NV to Report Q4, 2024 Results on Feb 18, 2025Telenet Group Holding NV announced that they will report Q4, 2024 results at 10:15 PM, Central European Standard Time on Feb 18, 2025
お知らせ • Sep 21Telenet Group Holding NV to Report Q3, 2024 Results on Oct 29, 2024Telenet Group Holding NV announced that they will report Q3, 2024 results on Oct 29, 2024
お知らせ • Jun 20Telenet Group Holding NV to Report Q2, 2024 Results on Jul 25, 2024Telenet Group Holding NV announced that they will report Q2, 2024 results at 10:15 AM, Central European Standard Time on Jul 25, 2024
お知らせ • Apr 11Telenet Group Holding NV to Report Q1, 2024 Results on May 01, 2024Telenet Group Holding NV announced that they will report Q1, 2024 results on May 01, 2024
お知らせ • Mar 06Telenet Group Holding NV to Report Fiscal Year 2023 Final Results on Mar 22, 2024Telenet Group Holding NV announced that they will report fiscal year 2023 final results on Mar 22, 2024
お知らせ • Feb 02Telenet Group Holding NV to Report Fiscal Year 2023 Results on Feb 15, 2024Telenet Group Holding NV announced that they will report fiscal year 2023 results at 10:00 PM, Central European Standard Time on Feb 15, 2024
お知らせ • Dec 13Telenet Group Holding NV to Report Q4, 2024 Results on Feb 18, 2025Telenet Group Holding NV announced that they will report Q4, 2024 results at 10:15 PM, Central European Standard Time on Feb 18, 2025
お知らせ • Sep 21Telenet Group Holding NV to Report Q3, 2024 Results on Oct 29, 2024Telenet Group Holding NV announced that they will report Q3, 2024 results on Oct 29, 2024
お知らせ • Jun 20Telenet Group Holding NV to Report Q2, 2024 Results on Jul 25, 2024Telenet Group Holding NV announced that they will report Q2, 2024 results at 10:15 AM, Central European Standard Time on Jul 25, 2024
お知らせ • Apr 11Telenet Group Holding NV to Report Q1, 2024 Results on May 01, 2024Telenet Group Holding NV announced that they will report Q1, 2024 results on May 01, 2024
お知らせ • Mar 06Telenet Group Holding NV to Report Fiscal Year 2023 Final Results on Mar 22, 2024Telenet Group Holding NV announced that they will report fiscal year 2023 final results on Mar 22, 2024
お知らせ • Feb 02Telenet Group Holding NV to Report Fiscal Year 2023 Results on Feb 15, 2024Telenet Group Holding NV announced that they will report fiscal year 2023 results at 10:00 PM, Central European Standard Time on Feb 15, 2024
お知らせ • Oct 17Telenet's Shares Delisted from Euronext Brussels at Close of Trade on 13 October 2023On October 16, 2023, Liberty Global plc (Liberty Global) announced that, during the simplified squeeze-out period which opened on 22 September 2023 and closed on 13 October 2023 (the Simplified Squeeze-Out Period) of its voluntary public takeover bid for all the shares of Telenet Group Holding NV (Telenet) (the Offer) by its indirect wholly-owned subsidiary, Liberty Global Belgium Holding B.V. (the Offeror), it received acceptances for 1,156,941 Telenet shares. On 13 October 2023, Telenet shares were delisted from Euronext Brussels at close of trade.
Reported Earnings • Oct 01Second quarter 2023 earnings released: €0.26 loss per share (vs €5.84 profit in 2Q 2022)Second quarter 2023 results: €0.26 loss per share (down from €5.84 profit in 2Q 2022). Revenue: €704.1m (up 8.9% from 2Q 2022). Net loss: €28.1m (down 104% from profit in 2Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 5.6% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
New Risk • Jul 28New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.9% Last year net profit margin: 38% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Negative equity (-€625m). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (6.9% net profit margin).
Reported Earnings • Jul 27Second quarter 2023 earnings released: €0.26 loss per share (vs €5.84 profit in 2Q 2022)Second quarter 2023 results: €0.26 loss per share (down from €5.84 profit in 2Q 2022). Revenue: €704.1m (up 8.9% from 2Q 2022). Net loss: €28.1m (down 104% from profit in 2Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 4.7% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Apr 26Upcoming dividend of €0.70 per share at 4.7% yieldEligible shareholders must have bought the stock before 03 May 2023. Payment date: 05 May 2023. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 4.7%. Within top quartile of German dividend payers (4.6%). Lower than average of industry peers (6.8%).
Reported Earnings • Mar 27Full year 2022 earnings released: EPS: €9.19 (vs €3.60 in FY 2021)Full year 2022 results: EPS: €9.19 (up from €3.60 in FY 2021). Revenue: €2.67b (up 2.7% from FY 2021). Net income: €997.6m (up 153% from FY 2021). Profit margin: 37% (up from 15% in FY 2021). Revenue is forecast to stay flat during the next 3 years compared to a 4.4% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improves as stock rises 48%After last week's 48% share price gain to €20.48, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the Media industry in Europe. Total loss to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €19.65 per share.
Reported Earnings • Feb 17Full year 2022 earnings releasedFull year 2022 results: Revenue: €2.67b (up 2.7% from FY 2021). Net income: €997.6m (up 153% from FY 2021). Profit margin: 37% (up from 15% in FY 2021). Revenue is forecast to stay flat during the next 3 years compared to a 5.1% growth forecast for the Media industry in Germany.
Reported Earnings • Oct 04Second quarter 2022 earnings released: EPS: €5.84 (vs €0.91 in 2Q 2021)Second quarter 2022 results: EPS: €5.84 (up from €0.91 in 2Q 2021). Revenue: €646.8m (flat on 2Q 2021). Net income: €633.3m (up €534.0m from 2Q 2021). Profit margin: 98% (up from 16% in 2Q 2021). Revenue is forecast to stay flat during the next 3 years compared to a 5.1% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings.
お知らせ • Sep 13+ 5 more updatesTelenet Group Holding NV to Report Nine Months, 2023 Results on Oct 26, 2023Telenet Group Holding NV announced that they will report nine months, 2023 results on Oct 26, 2023
Reported Earnings • Jul 30Second quarter 2022 earnings released: EPS: €5.84 (vs €0.91 in 2Q 2021)Second quarter 2022 results: EPS: €5.84 (up from €0.91 in 2Q 2021). Revenue: €646.8m (flat on 2Q 2021). Net income: €633.3m (up €534.0m from 2Q 2021). Profit margin: 98% (up from 16% in 2Q 2021). Over the next year, revenue is forecast to stay flat compared to a 8.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jul 23Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €15.95, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 14x in the Media industry in Germany. Total loss to shareholders of 58% over the past three years.
Board Change • May 31High number of new directorsIndependent Director Dirk Van den Berghe was the last director to join the board, commencing their role in 2022.
Board Change • May 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 5 highly experienced directors. Non Independent Director Enrique Rodriguez was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Reported Earnings • May 01First quarter 2022 earnings released: EPS: €1.48 (vs €1.03 in 1Q 2021)First quarter 2022 results: EPS: €1.48 (up from €1.03 in 1Q 2021). Revenue: €644.8m (flat on 1Q 2021). Net income: €160.4m (up 42% from 1Q 2021). Profit margin: 25% (up from 17% in 1Q 2021). Over the next year, revenue is forecast to grow 1.2%, compared to a 8.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Apr 27Upcoming dividend of €0.96 per shareEligible shareholders must have bought the stock before 02 May 2022. Payment date: 04 May 2022. Payout ratio is on the higher end at 76%, however this is supported by cash flows. Trailing yield: 9.2%. Within top quartile of German dividend payers (4.0%). Higher than average of industry peers (6.0%).
Reported Earnings • Feb 11Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: €2.60b (flat on FY 2020). Net income: €394.0m (up 16% from FY 2020). Profit margin: 15% (up from 13% in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to stay flat compared to a 7.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Nov 29Upcoming dividend of €0.96 per shareEligible shareholders must have bought the stock before 06 December 2021. Payment date: 08 December 2021. Trailing yield: 8.8%. Within top quartile of German dividend payers (3.3%). Higher than average of industry peers (4.3%).
Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS €0.82 (vs €1.04 in 3Q 2020)The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: €640.6m (flat on 3Q 2020). Net income: €89.9m (down 21% from 3Q 2020). Profit margin: 14% (down from 18% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Reported Earnings • Sep 29Second quarter 2021 earnings released: EPS €0.91 (vs €0.29 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €642.4m (up 3.7% from 2Q 2020). Net income: €99.3m (up 211% from 2Q 2020). Profit margin: 16% (up from 5.2% in 2Q 2020). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Reported Earnings • Jul 31Second quarter 2021 earnings released: EPS €0.91 (vs €0.29 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €642.4m (up 3.7% from 2Q 2020). Net income: €99.3m (up 211% from 2Q 2020). Profit margin: 16% (up from 5.2% in 2Q 2020). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Reported Earnings • May 02First quarter 2021 earnings released: EPS €1.03 (vs €1.39 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: €645.9m (down 1.1% from 1Q 2020). Net income: €112.7m (down 27% from 1Q 2020). Profit margin: 17% (down from 24% in 1Q 2020). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Apr 26Upcoming dividend of €0.96 per shareEligible shareholders must have bought the stock before 03 May 2021. Payment date: 05 May 2021. Trailing yield: 7.8%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (3.8%).
Reported Earnings • Mar 26Full year 2020 earnings released: EPS €3.10 (vs €2.13 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: €2.58b (flat on FY 2019). Net income: €338.9m (up 45% from FY 2019). Profit margin: 13% (up from 9.1% in FY 2019). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Feb 27New 90-day low: €33.18The company is down 5.0% from its price of €34.84 on 27 November 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €42.76 per share.
Analyst Estimate Surprise Post Earnings • Feb 13Revenue misses expectationsRevenue missed analyst estimates by 0.2%. Over the next year, revenue is forecast to stay flat compared to a 3.1% growth forecast for the Media industry in Germany.
Reported Earnings • Feb 13Full year 2020 earnings released: EPS €3.10 (vs €2.13 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: €2.58b (flat on FY 2019). Net income: €338.9m (up 45% from FY 2019). Profit margin: 13% (up from 9.1% in FY 2019). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Jan 27New 90-day high: €37.20The company is up 13% from its price of €33.00 on 29 October 2020. The German market is up 21% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €46.33 per share.
Upcoming Dividend • Nov 27Upcoming Dividend of €0.96 Per ShareWill be paid on the 8th of December to those who are registered shareholders by the 4th of December. The trailing yield of 7.9% is in the top quartile of German dividend payers (3.7%), and it is higher than industry peers (3.4%).
Is New 90 Day High Low • Nov 07New 90-day low: €31.16The company is down 1.0% from its price of €31.32 on 07 August 2020. The German market is also down 1.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Media industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €70.95 per share.
Analyst Estimate Surprise Post Earnings • Nov 01Third-quarter earnings released: Revenue beats expectationsThird-quarter revenue exceeded analyst estimates by 0.3% at €637.9m. Revenue is forecast to grow 1.1% over the next year, while the growth in Media industry in Germany is expected to stay flat.
Reported Earnings • Nov 01Third quarter earnings releasedOver the last 12 months the company has reported total profits of €390.1m, up 108% from the prior year. Total revenue was €2.58b over the last 12 months, up 1.2% from the prior year.
