Pepkor Holdings（S1VA）株式概要ペプコール・ホールディングス・リミテッドは、その子会社とともに、アンゴラ、ボツワナ、ブラジル、エスワティニ、レソト、モザンビーク、マラウイ、ナミビア、南アフリカ、ザンビアにおいて、ディスカウント商品、バリュー商品、特殊商品を中心とした小売業を展開している。 詳細S1VA ファンダメンタル分析スノーフレーク・スコア評価6/6将来の成長2/6過去の実績5/6財務の健全性5/6配当金3/6報酬当社が推定した公正価値より56.1%で取引されている 収益は年間12.98%増加すると予測されています 過去1年間で収益は129.7%増加しました 同業他社や業界と比較して、良好な取引価格 アナリストらは、株価が37.9%上昇するだろうとほぼ一致している。 リスク分析不安定な配当実績 すべてのリスクチェックを見るS1VA Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW489,183 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 NarrativeBLINROAG489,183 investors already sharing narrativesYour Fair Value€Current Price€1.1215.5% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-2b152b2016201920222025202620282031Revenue R152.0bEarnings R9.0bAdvancedSet Fair ValueView all narrativesPepkor Holdings Limited 競合他社ZalandoSymbol: XTRA:ZALMarket cap: €6.7bFielmann GroupSymbol: XTRA:FIEMarket cap: €3.3bAUTO1 GroupSymbol: XTRA:AG1Market cap: €5.6bHORNBACH BaumarktSymbol: HMSE:HBMMarket cap: €2.0b価格と性能株価の高値、安値、推移の概要Pepkor Holdings過去の株価現在の株価R1.1252週高値R1.4752週安値R1.07ベータ0.341ヶ月の変化-6.67%3ヶ月変化-7.44%1年変化-14.50%3年間の変化38.27%5年間の変化-2.61%IPOからの変化-17.04%最新ニュースお知らせ • Jun 09Pepkor Holdings Limited Announces Board and Committee ChangesPepkor Holdings Limited announced that Wendy Luhabe had advised the Board that she will resign from the Pepkor Board with effect from June 30, 2026, as she is scaling down on her board commitments. Wendy has served as a director of Pepkor since January 2019 and was appointed as Chairperson of the Board with effect from December 1, 2020. She also serves as Chairperson of the Nominations Committee and will step down from this Committee upon her resignation from the Board. Ian Kirk, who serves as Lead Independent Director of Pepkor, will act as Chair of the Board and as Chair of the Nominations Committee until a new Chairperson of the Board and a new Chairperson of the Nominations Committee is appointed. Ian was appointed to the Board as an independent non-executive director in June 2021.Reported Earnings • May 27First half 2026 earnings released: EPS: R0.93 (vs R0.83 in 1H 2025)First half 2026 results: EPS: R0.93 (up from R0.83 in 1H 2025). Revenue: R54.8b (up 13% from 1H 2025). Net income: R3.44b (up 13% from 1H 2025). Profit margin: 6.3% (in line with 1H 2025). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.お知らせ • May 25Pepkor Holdings Limited to Report First Half, 2026 Results on May 26, 2026Pepkor Holdings Limited announced that they will report first half, 2026 results on May 26, 2026お知らせ • Feb 24Pepkor Holdings Limited Approves Board and Committee ChangesPepkor Holdings Limited announced that at its AGM held on 24 February 2026, the shareholders approved: Election of RJ Wainwright as a director; Appointment of RJ Wainwright as a member of the audit and risk committee; Appointment of F Petersen-Cook as a member of the social and ethics committee; Appointment of ZN Malinga as a member of the social and ethics committee; Appointment of P Disberry as a member of the social and ethics committee; Appointment of PJ Erasmus as a member of the social and ethics committee.お知らせ • Jan 20Pepkor Holdings Limited, Annual General Meeting, Feb 24, 2026Pepkor Holdings Limited, Annual General Meeting, Feb 24, 2026.お知らせ • Nov 26+ 1 more updatePepkor Holdings Limited announces Annual dividend, payable on January 19, 2026Pepkor Holdings Limited announced Annual dividend of ZAR 0.5295 per share payable on January 19, 2026, ex-date on January 14, 2026 and record date on January 16, 2026.最新情報をもっと見るRecent updatesお知らせ • Jun 09Pepkor Holdings Limited Announces Board and Committee ChangesPepkor Holdings Limited announced that Wendy Luhabe had advised the Board that she will resign from the Pepkor Board with effect from June 30, 2026, as she is scaling down on her board commitments. Wendy has served as a director of Pepkor since January 2019 and was appointed as Chairperson of the Board with effect from December 1, 2020. She also serves as Chairperson of the Nominations Committee and will step down from this Committee upon her resignation from the Board. Ian Kirk, who serves as Lead Independent Director of Pepkor, will act as Chair of the Board and as Chair of the Nominations Committee until a new Chairperson of the Board and a new Chairperson of the Nominations Committee is appointed. Ian was appointed to the Board as an independent non-executive director in June 2021.Reported Earnings • May 27First half 2026 earnings released: EPS: R0.93 (vs R0.83 in 1H 2025)First half 2026 results: EPS: R0.93 (up from R0.83 in 1H 2025). Revenue: R54.8b (up 13% from 1H 2025). Net income: R3.44b (up 13% from 1H 2025). Profit margin: 6.3% (in line with 1H 2025). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.お知らせ • May 25Pepkor Holdings Limited to Report First Half, 2026 Results on May 26, 2026Pepkor Holdings Limited announced that they will report first half, 2026 results on May 26, 2026お知らせ • Feb 24Pepkor Holdings Limited Approves Board and Committee ChangesPepkor Holdings Limited announced that at its AGM held on 24 February 2026, the shareholders approved: Election of RJ Wainwright as a director; Appointment of RJ Wainwright as a member of the audit and risk committee; Appointment of F Petersen-Cook as a member of the social and ethics committee; Appointment of ZN Malinga as a member of the social and ethics committee; Appointment of P Disberry as a member of the social and ethics committee; Appointment of PJ Erasmus as a member of the social and ethics committee.お知らせ • Jan 20Pepkor Holdings Limited, Annual General Meeting, Feb 24, 2026Pepkor Holdings Limited, Annual General Meeting, Feb 24, 2026.お知らせ • Nov 26+ 1 more updatePepkor Holdings Limited announces Annual dividend, payable on January 19, 2026Pepkor Holdings Limited announced Annual dividend of ZAR 0.5295 per share payable on January 19, 2026, ex-date on January 14, 2026 and record date on January 16, 2026.お知らせ • Nov 03Pepkor Holdings Limited to Report Fiscal Year 2025 Results on Nov 25, 2025Pepkor Holdings Limited announced that they will report fiscal year 2025 results on Nov 25, 2025お知らせ • May 17Pepkor Holdings Limited to Report First Half, 2025 Results on May 27, 2025Pepkor Holdings Limited announced that they will report first half, 2025 results on May 27, 2025お知らせ • Mar 25Pepkor Holdings Limited (JSE:PPH) has entered into a transaction agreement to acquire Legit, Swagga, Style and Boardmans businesses of Retailability Proprietary Limited.Pepkor Holdings Limited (JSE:PPH) has entered into a transaction agreement to acquire Legit, Swagga, Style and Boardmans businesses of Retailability Proprietary Limited on March 25, 2025. The transaction is subject to the fulfilment of both regulatory and commercial suspensive conditions customary for a transaction of this nature. The Edgars, Edgars Beauty, Red Square, Kelso and Keedo businesses are not included in the Proposed Transaction and will continue to be operated by Retailability. Investec Bank Limited acted as financial advisor for Pepkor Holdings Limited. Rand Merchant Bank acted as financial advisor for Pepkor Holdings Limited. Edward Nathan Sonnenbergs Inc. acted as legal advisor for Pepkor Holdings Limited. Cliff Decker Hofmeyr acted as legal advisor for Retailability Proprietary Limited.お知らせ • Feb 25Pepkor Holdings Limited Approves the Appointment of Social and Ethics Committee MembersShareholders and noteholders are hereby advised that the voting results for the annual general meeting of the Pepkor Holdings Limited held by electronic participation at 09:00, 24 February 2025 ("AGM"). The shareholders approved the appointment of F Petersen-Cook, ZN Malinga, P Disberry and PJ Erasmus as a member of the social and ethics committee.お知らせ • Jan 18Pepkor Holdings Limited, Annual General Meeting, Feb 24, 2025Pepkor Holdings Limited, Annual General Meeting, Feb 24, 2025.Buy Or Sell Opportunity • Nov 13Now 20% undervaluedOver the last 90 days, the stock has risen 15% to €1.10. The fair value is estimated to be €1.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.4% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Nov 06Pepkor Holdings Limited to Report Fiscal Year 2024 Results on Nov 26, 2024Pepkor Holdings Limited announced that they will report fiscal year 2024 results on Nov 26, 2024お知らせ • Oct 31Pepkor Holdings Limited Announces Committee ChangesPepkor Holdings Limited announced that Ms Paula Disberry and Mr. Louis du Preez have been appointed to the investment committee. Mr. Steve Müller will step down as a member of the investment committee. Mr. Müller will continue to serve as chair of the human resources and remuneration committee and as a member of the audit and risk committee. The changes are effective 1 November 2024. The changes were made with the objective of rebalancing the skill sets and responsibilities across Board committees.お知らせ • Oct 09An undisclosed buyer intends to acquire The Building Company (Pty) Ltd from Pepkor Holdings Limited (JSE:PPH).An undisclosed buyer intends to acquire The Building Company (Pty) Ltd from Pepkor Holdings Limited (JSE:PPH) on October 7, 2024. The transaction is subject to and approved by the Competition Tribunal of South Africa. The Tribunal has approved the proposed transaction subject to conditions which include the establishment of an employee share ownership programme (“ESOP”) for the benefit of qualifying workers as well as a divestiture condition.お知らせ • Sep 05Capitalworks Investment Partners (Pty) Limited along with selected members of TBCo management completed the acquisition of The Building Company (Pty) Ltd from Pepkor Holdings Limited (JSE:PPH).Capitalworks Investment Partners (Pty) Limited along with selected members of TBCo management entered into a sale agreement to acquire The Building Company (Pty) Ltd from Pepkor Holdings Limited (JSE:PPH) for ZAR 1.2 billion on February 29, 2024. The disposal of TBCo will streamline Pepkor’s portfolio of businesses, enhancing the Group’s return on capital and optimise shareholder returns. Following the Proposed Transaction, TBCo will be well positioned strategically and operationally to pursue growth. The total consideration payable on closing of the Proposed Transaction will be ZAR 1.2 billion subject to an escalation rate of 8.5% per annum from October 1, 2023 until the Proposed Transaction’s closing date. The implementation of the Proposed Transaction is subject to the usual regulatory approvals, including from the South African competition authorities, being obtained. Pepkor intends to use the net disposal proceeds to reduce debt, in line with the Group’s ambition to maintain a flexible capital structure and to fund strategic growth and value accretive initiatives. Werksmans acted as legal advisor to Pepkor. Capitalworks Investment Partners (Pty) Limited along with selected members of TBCo management completed the acquisition of The Building Company (Pty) Ltd from Pepkor Holdings Limited (JSE:PPH) on September 3, 2024.お知らせ • Aug 07Coronation Asset Management Proprietary Ltd. on behalf of its clients acquired additional minority stake in Pepkor Holdings Limited (JSE:PPH).Coronation Asset Management Proprietary Ltd. on behalf of its clients acquired additional minority stake in Pepkor Holdings Limited (JSE:PPH) on August 6, 2024. Post transaction the total beneficial interest held by Coronation amounted to 5.00% of the Company’s issued ordinary share capital. Coronation Asset Management Proprietary Ltd. on behalf of its clients completed the acquisition of additional minority stake in Pepkor Holdings Limited (JSE:PPH) on August 6, 2024.Buy Or Sell Opportunity • Jul 02Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 8.0% to €0.95. The fair value is estimated to be €0.77, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.4% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Jun 27Public Investment Corporation Limited acquired an additional unknown minority stake in Pepkor Holdings Limited (JSE:PPH).Public Investment Corporation Limited acquired an additional unknown minority stake in Pepkor Holdings Limited (JSE:PPH) on June 24, 2024. After completion of acquisition, Public Investment Corporation now holds 10.295% stake in Pepkor. Public Investment Corporation Limited completed the acquisition of an additional unknown minority stake in Pepkor Holdings Limited (JSE:PPH) on June 24, 2024.Buy Or Sell Opportunity • Jun 13Now 22% overvaluedOver the last 90 days, the stock has fallen 4.4% to €0.87. The fair value is estimated to be €0.71, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.4% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • May 29First half 2024 earnings released: EPS: R0.75 (vs R0.78 in 1H 2023)First half 2024 results: EPS: R0.75 (down from R0.78 in 1H 2023). Revenue: R43.3b (up 9.5% from 1H 2023). Net income: R2.77b (down 3.2% from 1H 2023). Profit margin: 6.4% (down from 7.2% in 1H 2023). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.お知らせ • Jan 20Pepkor Holdings Limited, Annual General Meeting, Mar 07, 2024Pepkor Holdings Limited, Annual General Meeting, Mar 07, 2024, at 09:00 South Africa Standard Time.お知らせ • Jan 18Pepkor Holdings Limited Announces Retirement of Theodore De Klerk from the BoardPepkor Holdings Limited announced that Mr. Theodore de Klerk ("Theodore") will retire from the board and consequently from the investment committee at the company's Annual General Meeting on 7 March 2024.Upcoming Dividend • Jan 10Upcoming dividend of R0.48 per share at 2.5% yieldEligible shareholders must have bought the stock before 17 January 2024. Payment date: 22 January 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (3.3%).Reported Earnings • Nov 30Full year 2023 earnings released: R0.35 loss per share (vs R1.65 profit in FY 2022)Full year 2023 results: R0.35 loss per share (down from R1.65 profit in FY 2022). Revenue: R87.4b (up 7.4% from FY 2022). Net loss: R1.29b (down 121% from profit in FY 2022). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 30Pepkor Holdings Limited Declares Dividend for the Year Ended September 30, 2023, Payable on 22 January 2024The board of Pepkor Holdings Limited declared a cash dividend of 48.07572 cents per ordinary share payable to shareholders on 22 January 2024. Ex-dividend:17 January 2024. Record date:19 January 2024.お知らせ • Nov 03+ 1 more updatePepkor Holdings Limited to Report Q4, 2023 Results on Nov 29, 2023Pepkor Holdings Limited announced that they will report Q4, 2023 results on Nov 29, 2023お知らせ • Sep 05An unknown buyer acquired unknown stake in Pepkor Holdings Limited (JSE:PPH).An unknown buyer acquired unknown stake in Pepkor Holdings Limited (JSE:PPH) on September 1, 2023.An unknown buyer completed the acquisition of unknown stake in Pepkor Holdings Limited (JSE:PPH) on September 1, 2023.New Risk • Jul 03New minor 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 6.8% 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 (6.8% average weekly change).Reported Earnings • Jun 02First half 2023 earnings released: EPS: R0.81 (vs R0.90 in 1H 2022)First half 2023 results: EPS: R0.81 (down from R0.90 in 1H 2022). Revenue: R43.8b (up 4.3% from 1H 2022). Net income: R2.98b (down 11% from 1H 2022). Profit margin: 6.8% (down from 7.9% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • May 05Pepkor Holdings Limited to Report First Half, 2023 Results on May 30, 2023Pepkor Holdings Limited announced that they will report first half, 2023 results on May 30, 2023Upcoming Dividend • Jan 11Upcoming dividend of R0.55 per shareEligible shareholders must have bought the stock before 18 January 2023. Payment date: 23 January 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.8%).お知らせ • Dec 23Pepkor Holdings Limited, Annual General Meeting, Mar 02, 2023Pepkor Holdings Limited, Annual General Meeting, Mar 02, 2023, at 09:00 South Africa Standard Time.Board Change • Dec 20High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Ian Kirk was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 27Full year 2022 earnings released: EPS: R1.66 (vs R1.33 in FY 2021)Full year 2022 results: EPS: R1.66 (up from R1.33 in FY 2021). Revenue: R81.4b (up 5.3% from FY 2021). Net income: R6.11b (up 25% from FY 2021). Profit margin: 7.5% (up from 6.3% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Board Change • Nov 17High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Ian Kirk was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 29Pepkor Holdings Limited to Report Fiscal Year 2022 Results on Nov 22, 2022Pepkor Holdings Limited announced that they will report fiscal year 2022 results on Nov 22, 2022Board Change • Oct 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Ian Kirk was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Aug 05An unknown buyer acquired unknown stake in Pepkor Holdings Limited (JSE:PPH).An unknown buyer acquired unknown stake in Pepkor Holdings Limited (JSE:PPH) on July 29, 2022. As per the transaction, Coronation Asset Management (Pty) Limited behalf of its clients amounted to 4.99% of the Pepkor Holdings Limited’s issued ordinary share capital. An unknown buyer acquired unknown stake in Pepkor Holdings Limited (JSE:PPH) on July 29, 2022.お知らせ • Feb 04Pepkor Holdings Limited (JSE:PPH) acquired Grupo Avenida S.A from FIP Multiestratégia Kinea Private Equity II, managed by Kinea Private Equity Investimentos S.A. and Caseli family.Pepkor Holdings Limited (JSE:PPH) acquired Grupo Avenida S.A from FIP Multiestratégia Kinea Private Equity II, managed by Kinea Private Equity Investimentos S.A. and Caseli family on February 3, 2022. The Caseli family will retain the remaining stake in the business with the two Caseli brothers, Christian and Rodrigo, staying on as Director and Chief Executive Officer respectively. The Transaction will be implemented by 4 February 2022. Avenida achieved preliminary turnover of BRL 773 million (ZAR 2.2 billion) for the financial year ended 31 December 2021. Pepkor Holdings Limited (JSE:PPH) completed the acquisition of Grupo Avenida S.A from FIP Multiestratégia Kinea Private Equity II, managed by Kinea Private Equity Investimentos S.A. and Caseli family on February 3, 2022.お知らせ • Jan 28Pepkor Holdings Limited, Annual General Meeting, Mar 10, 2022Pepkor Holdings Limited, Annual General Meeting, Mar 10, 2022, at 09:00 South Africa Standard Time.Upcoming Dividend • Jan 12Upcoming dividend of R0.44 per shareEligible shareholders must have bought the stock before 19 January 2022. Payment date: 24 January 2022. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (2.3%).Reported Earnings • Dec 16Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: R1.33 (up from R0.78 loss in FY 2020). Revenue: R77.3b (up 9.2% from FY 2020). Net income: R4.88b (up R7.61b from FY 2020). Profit margin: 6.3% (up from net loss in FY 2020). The move to profitability was primarily driven by higher revenue. Revenue exceeded analyst estimates by 6.4%. Over the next year, revenue is forecast to grow 4.4%, compared to a 17% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Reported Earnings • May 28First half 2021 earnings released: EPS R0.69 (vs R0.44 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: R36.5b (up 8.1% from 1H 2020). Net income: R2.51b (up 66% from 1H 2020). Profit margin: 6.9% (up from 4.5% in 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.お知らせ • Mar 11Pepkor Holdings Limited, Annual General Meeting, Mar 10, 2021Pepkor Holdings Limited, Annual General Meeting, Mar 10, 2021.Is New 90 Day High Low • Feb 06New 90-day high: €0.86The company is up 11% from its price of €0.78 on 06 November 2020. The German market is up 15% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Specialty Retail industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.48 per share.Reported Earnings • Dec 16Full year 2020 earnings released: R0.80 loss per shareThe company reported a poor full year result with weaker earnings, revenues and control over expenses. Full year 2020 results: Revenue: R63.7b (down 8.6% from FY 2019). Net loss: R2.83b (down 227% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Dec 16Revenue misses expectationsRevenue missed analyst estimates by 5.1%. Over the next year, revenue is forecast to grow 9.1%, compared to a 7.2% growth forecast for the Specialty Retail industry in Germany.お知らせ • Nov 21Pepkor Holdings Limited Appoints Wendy Luhabe as the ChairmanPepkor Holdings Limited announced that the board of directors has been appointed as the Chairman. Wendy's appointment will be with effect from 1 December 2020 and will be for a three-year period commencing at the end of the term of office of the current Chairman, Jayendra Naidoo.お知らせ • Nov 19Pepkor Holdings Limited Announces Resignation of Jayendra Naidoo, Effective 30 November 2020Pepkor Holdings Limited announced that Chairman of Pepkor, Mr. Jayendra Naidoo, who has been in office since August 2017, has advised the Board that he will not make himself available for re-election as Chairman when his term ends on 30 November 2020.Is New 90 Day High Low • Nov 07New 90-day high: €0.78The company is up 55% from its price of €0.50 on 06 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.61 per share.お知らせ • Nov 07Pepkor Holdings Limited to Report Fiscal Year 2020 Results on Nov 23, 2020Pepkor Holdings Limited announced that they will report fiscal year 2020 results on Nov 23, 2020Is New 90 Day High Low • Oct 22New 90-day high: €0.69The company is up 29% from its price of €0.53 on 24 July 2020. The German market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.59 per share.お知らせ • Aug 06Cashbuild Limited (JSE:CSB) entered into an agreement to acquire The Building Company (Pty) Ltd from Pepkor Holdings Limited (JSE:PPH) for ZAR 1.1 billion.Cashbuild Limited (JSE:CSB) entered into an agreement to acquire The Building Company (Pty) Ltd from Pepkor Holdings Limited (JSE:PPH) for ZAR 1.1 billion on August 4, 2020. The purchase consideration is subject to an adjustment of an escalation rate of 5.5% per annum from January 1, 2021 until the transaction closing date, with the sum of total consideration and the the total escalation not exceeding ZAR 1.12 billion. During the 12 months ended March 31, 2020, The Building Company generated revenues of ZAR 8 billion. The transaction is subject to approval from regulatory and competition authorities, and Cashbuild's debt financing agreements being duly executed. Pepkor intends to use the proceeds to settle debt. Rand Merchant Bank acted as financial advisor and Werkmans Attorneys acted as legal advisor to Pepkor.株主還元S1VADE Specialty RetailDE 市場7D-2.6%0.1%-0.4%1Y-14.5%-8.9%-0.8%株主還元を見る業界別リターン: S1VA過去 1 年間で-8.9 % の収益を上げたGerman Specialty Retail業界を下回りました。リターン対市場: S1VAは、過去 1 年間で-0.8 % のリターンを上げたGerman市場を下回りました。価格変動Is S1VA's price volatile compared to industry and market?S1VA volatilityS1VA Average Weekly Movement5.7%Specialty Retail Industry Average Movement5.7%Market Average Movement5.4%10% most volatile stocks in DE Market12.8%10% least volatile stocks in DE Market2.8%安定した株価: S1VA 、 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: S1VAの 週次ボラティリティ ( 6% ) 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1901n/aPieter Erasmuspepkor.co.zaペプコール・ホールディングス・リミテッドはその子会社とともに、アンゴラ、ボツワナ、ブラジル、エスワティニ、レソト、モザンビーク、マラウイ、ナミビア、南アフリカ、ザンビアでディスカウント商品、バリュー商品、特殊商品を中心とした小売業を展開している。衣料品、雑貨、家庭用品、家具、家電製品、家電製品、携帯電話製品・サービス、金融・フィンテックサービスを提供している。以前はSteinhoff Africa Retail Limitedとして知られていたが、2018年8月にPepkor Holdings Limitedに社名変更した。ペプコール・ホールディングス・リミテッドは1901年に設立され、南アフリカのケープタウンに本社を置いている。もっと見るPepkor Holdings Limited 基礎のまとめPepkor Holdings の収益と売上を時価総額と比較するとどうか。S1VA 基礎統計学時価総額€4.17b収益（TTM）€318.83m売上高(TTM)€5.38b13.1xPER（株価収益率0.8xP/SレシオS1VA 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S1VA 損益計算書（TTM）収益R101.73b売上原価R60.35b売上総利益R41.39bその他の費用R35.36b収益R6.02b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）1.63グロス・マージン40.68%純利益率5.92%有利子負債／自己資本比率31.9%S1VA 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2.5%現在の配当利回り32%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2026/07/19 12:10終値2026/07/17 00:00収益2026/03/31年間収益2025/09/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク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Pepkor Holdings Limited 8 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。16 アナリスト機関Darren CohnAbsa Bank LimitedSa'ad ChothiaArqaam Capital Research Offshore S.A.L.Michael JacksArqaam Capital Research Offshore S.A.L.13 その他のアナリストを表示
お知らせ • Jun 09Pepkor Holdings Limited Announces Board and Committee ChangesPepkor Holdings Limited announced that Wendy Luhabe had advised the Board that she will resign from the Pepkor Board with effect from June 30, 2026, as she is scaling down on her board commitments. Wendy has served as a director of Pepkor since January 2019 and was appointed as Chairperson of the Board with effect from December 1, 2020. She also serves as Chairperson of the Nominations Committee and will step down from this Committee upon her resignation from the Board. Ian Kirk, who serves as Lead Independent Director of Pepkor, will act as Chair of the Board and as Chair of the Nominations Committee until a new Chairperson of the Board and a new Chairperson of the Nominations Committee is appointed. Ian was appointed to the Board as an independent non-executive director in June 2021.
Reported Earnings • May 27First half 2026 earnings released: EPS: R0.93 (vs R0.83 in 1H 2025)First half 2026 results: EPS: R0.93 (up from R0.83 in 1H 2025). Revenue: R54.8b (up 13% from 1H 2025). Net income: R3.44b (up 13% from 1H 2025). Profit margin: 6.3% (in line with 1H 2025). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
お知らせ • May 25Pepkor Holdings Limited to Report First Half, 2026 Results on May 26, 2026Pepkor Holdings Limited announced that they will report first half, 2026 results on May 26, 2026
お知らせ • Feb 24Pepkor Holdings Limited Approves Board and Committee ChangesPepkor Holdings Limited announced that at its AGM held on 24 February 2026, the shareholders approved: Election of RJ Wainwright as a director; Appointment of RJ Wainwright as a member of the audit and risk committee; Appointment of F Petersen-Cook as a member of the social and ethics committee; Appointment of ZN Malinga as a member of the social and ethics committee; Appointment of P Disberry as a member of the social and ethics committee; Appointment of PJ Erasmus as a member of the social and ethics committee.
お知らせ • Jan 20Pepkor Holdings Limited, Annual General Meeting, Feb 24, 2026Pepkor Holdings Limited, Annual General Meeting, Feb 24, 2026.
お知らせ • Nov 26+ 1 more updatePepkor Holdings Limited announces Annual dividend, payable on January 19, 2026Pepkor Holdings Limited announced Annual dividend of ZAR 0.5295 per share payable on January 19, 2026, ex-date on January 14, 2026 and record date on January 16, 2026.
お知らせ • Jun 09Pepkor Holdings Limited Announces Board and Committee ChangesPepkor Holdings Limited announced that Wendy Luhabe had advised the Board that she will resign from the Pepkor Board with effect from June 30, 2026, as she is scaling down on her board commitments. Wendy has served as a director of Pepkor since January 2019 and was appointed as Chairperson of the Board with effect from December 1, 2020. She also serves as Chairperson of the Nominations Committee and will step down from this Committee upon her resignation from the Board. Ian Kirk, who serves as Lead Independent Director of Pepkor, will act as Chair of the Board and as Chair of the Nominations Committee until a new Chairperson of the Board and a new Chairperson of the Nominations Committee is appointed. Ian was appointed to the Board as an independent non-executive director in June 2021.
Reported Earnings • May 27First half 2026 earnings released: EPS: R0.93 (vs R0.83 in 1H 2025)First half 2026 results: EPS: R0.93 (up from R0.83 in 1H 2025). Revenue: R54.8b (up 13% from 1H 2025). Net income: R3.44b (up 13% from 1H 2025). Profit margin: 6.3% (in line with 1H 2025). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
お知らせ • May 25Pepkor Holdings Limited to Report First Half, 2026 Results on May 26, 2026Pepkor Holdings Limited announced that they will report first half, 2026 results on May 26, 2026
お知らせ • Feb 24Pepkor Holdings Limited Approves Board and Committee ChangesPepkor Holdings Limited announced that at its AGM held on 24 February 2026, the shareholders approved: Election of RJ Wainwright as a director; Appointment of RJ Wainwright as a member of the audit and risk committee; Appointment of F Petersen-Cook as a member of the social and ethics committee; Appointment of ZN Malinga as a member of the social and ethics committee; Appointment of P Disberry as a member of the social and ethics committee; Appointment of PJ Erasmus as a member of the social and ethics committee.
お知らせ • Jan 20Pepkor Holdings Limited, Annual General Meeting, Feb 24, 2026Pepkor Holdings Limited, Annual General Meeting, Feb 24, 2026.
お知らせ • Nov 26+ 1 more updatePepkor Holdings Limited announces Annual dividend, payable on January 19, 2026Pepkor Holdings Limited announced Annual dividend of ZAR 0.5295 per share payable on January 19, 2026, ex-date on January 14, 2026 and record date on January 16, 2026.
お知らせ • Nov 03Pepkor Holdings Limited to Report Fiscal Year 2025 Results on Nov 25, 2025Pepkor Holdings Limited announced that they will report fiscal year 2025 results on Nov 25, 2025
お知らせ • May 17Pepkor Holdings Limited to Report First Half, 2025 Results on May 27, 2025Pepkor Holdings Limited announced that they will report first half, 2025 results on May 27, 2025
お知らせ • Mar 25Pepkor Holdings Limited (JSE:PPH) has entered into a transaction agreement to acquire Legit, Swagga, Style and Boardmans businesses of Retailability Proprietary Limited.Pepkor Holdings Limited (JSE:PPH) has entered into a transaction agreement to acquire Legit, Swagga, Style and Boardmans businesses of Retailability Proprietary Limited on March 25, 2025. The transaction is subject to the fulfilment of both regulatory and commercial suspensive conditions customary for a transaction of this nature. The Edgars, Edgars Beauty, Red Square, Kelso and Keedo businesses are not included in the Proposed Transaction and will continue to be operated by Retailability. Investec Bank Limited acted as financial advisor for Pepkor Holdings Limited. Rand Merchant Bank acted as financial advisor for Pepkor Holdings Limited. Edward Nathan Sonnenbergs Inc. acted as legal advisor for Pepkor Holdings Limited. Cliff Decker Hofmeyr acted as legal advisor for Retailability Proprietary Limited.
お知らせ • Feb 25Pepkor Holdings Limited Approves the Appointment of Social and Ethics Committee MembersShareholders and noteholders are hereby advised that the voting results for the annual general meeting of the Pepkor Holdings Limited held by electronic participation at 09:00, 24 February 2025 ("AGM"). The shareholders approved the appointment of F Petersen-Cook, ZN Malinga, P Disberry and PJ Erasmus as a member of the social and ethics committee.
お知らせ • Jan 18Pepkor Holdings Limited, Annual General Meeting, Feb 24, 2025Pepkor Holdings Limited, Annual General Meeting, Feb 24, 2025.
Buy Or Sell Opportunity • Nov 13Now 20% undervaluedOver the last 90 days, the stock has risen 15% to €1.10. The fair value is estimated to be €1.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.4% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Nov 06Pepkor Holdings Limited to Report Fiscal Year 2024 Results on Nov 26, 2024Pepkor Holdings Limited announced that they will report fiscal year 2024 results on Nov 26, 2024
お知らせ • Oct 31Pepkor Holdings Limited Announces Committee ChangesPepkor Holdings Limited announced that Ms Paula Disberry and Mr. Louis du Preez have been appointed to the investment committee. Mr. Steve Müller will step down as a member of the investment committee. Mr. Müller will continue to serve as chair of the human resources and remuneration committee and as a member of the audit and risk committee. The changes are effective 1 November 2024. The changes were made with the objective of rebalancing the skill sets and responsibilities across Board committees.
お知らせ • Oct 09An undisclosed buyer intends to acquire The Building Company (Pty) Ltd from Pepkor Holdings Limited (JSE:PPH).An undisclosed buyer intends to acquire The Building Company (Pty) Ltd from Pepkor Holdings Limited (JSE:PPH) on October 7, 2024. The transaction is subject to and approved by the Competition Tribunal of South Africa. The Tribunal has approved the proposed transaction subject to conditions which include the establishment of an employee share ownership programme (“ESOP”) for the benefit of qualifying workers as well as a divestiture condition.
お知らせ • Sep 05Capitalworks Investment Partners (Pty) Limited along with selected members of TBCo management completed the acquisition of The Building Company (Pty) Ltd from Pepkor Holdings Limited (JSE:PPH).Capitalworks Investment Partners (Pty) Limited along with selected members of TBCo management entered into a sale agreement to acquire The Building Company (Pty) Ltd from Pepkor Holdings Limited (JSE:PPH) for ZAR 1.2 billion on February 29, 2024. The disposal of TBCo will streamline Pepkor’s portfolio of businesses, enhancing the Group’s return on capital and optimise shareholder returns. Following the Proposed Transaction, TBCo will be well positioned strategically and operationally to pursue growth. The total consideration payable on closing of the Proposed Transaction will be ZAR 1.2 billion subject to an escalation rate of 8.5% per annum from October 1, 2023 until the Proposed Transaction’s closing date. The implementation of the Proposed Transaction is subject to the usual regulatory approvals, including from the South African competition authorities, being obtained. Pepkor intends to use the net disposal proceeds to reduce debt, in line with the Group’s ambition to maintain a flexible capital structure and to fund strategic growth and value accretive initiatives. Werksmans acted as legal advisor to Pepkor. Capitalworks Investment Partners (Pty) Limited along with selected members of TBCo management completed the acquisition of The Building Company (Pty) Ltd from Pepkor Holdings Limited (JSE:PPH) on September 3, 2024.
お知らせ • Aug 07Coronation Asset Management Proprietary Ltd. on behalf of its clients acquired additional minority stake in Pepkor Holdings Limited (JSE:PPH).Coronation Asset Management Proprietary Ltd. on behalf of its clients acquired additional minority stake in Pepkor Holdings Limited (JSE:PPH) on August 6, 2024. Post transaction the total beneficial interest held by Coronation amounted to 5.00% of the Company’s issued ordinary share capital. Coronation Asset Management Proprietary Ltd. on behalf of its clients completed the acquisition of additional minority stake in Pepkor Holdings Limited (JSE:PPH) on August 6, 2024.
Buy Or Sell Opportunity • Jul 02Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 8.0% to €0.95. The fair value is estimated to be €0.77, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.4% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Jun 27Public Investment Corporation Limited acquired an additional unknown minority stake in Pepkor Holdings Limited (JSE:PPH).Public Investment Corporation Limited acquired an additional unknown minority stake in Pepkor Holdings Limited (JSE:PPH) on June 24, 2024. After completion of acquisition, Public Investment Corporation now holds 10.295% stake in Pepkor. Public Investment Corporation Limited completed the acquisition of an additional unknown minority stake in Pepkor Holdings Limited (JSE:PPH) on June 24, 2024.
Buy Or Sell Opportunity • Jun 13Now 22% overvaluedOver the last 90 days, the stock has fallen 4.4% to €0.87. The fair value is estimated to be €0.71, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.4% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • May 29First half 2024 earnings released: EPS: R0.75 (vs R0.78 in 1H 2023)First half 2024 results: EPS: R0.75 (down from R0.78 in 1H 2023). Revenue: R43.3b (up 9.5% from 1H 2023). Net income: R2.77b (down 3.2% from 1H 2023). Profit margin: 6.4% (down from 7.2% in 1H 2023). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 20Pepkor Holdings Limited, Annual General Meeting, Mar 07, 2024Pepkor Holdings Limited, Annual General Meeting, Mar 07, 2024, at 09:00 South Africa Standard Time.
お知らせ • Jan 18Pepkor Holdings Limited Announces Retirement of Theodore De Klerk from the BoardPepkor Holdings Limited announced that Mr. Theodore de Klerk ("Theodore") will retire from the board and consequently from the investment committee at the company's Annual General Meeting on 7 March 2024.
Upcoming Dividend • Jan 10Upcoming dividend of R0.48 per share at 2.5% yieldEligible shareholders must have bought the stock before 17 January 2024. Payment date: 22 January 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (3.3%).
Reported Earnings • Nov 30Full year 2023 earnings released: R0.35 loss per share (vs R1.65 profit in FY 2022)Full year 2023 results: R0.35 loss per share (down from R1.65 profit in FY 2022). Revenue: R87.4b (up 7.4% from FY 2022). Net loss: R1.29b (down 121% from profit in FY 2022). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 30Pepkor Holdings Limited Declares Dividend for the Year Ended September 30, 2023, Payable on 22 January 2024The board of Pepkor Holdings Limited declared a cash dividend of 48.07572 cents per ordinary share payable to shareholders on 22 January 2024. Ex-dividend:17 January 2024. Record date:19 January 2024.
お知らせ • Nov 03+ 1 more updatePepkor Holdings Limited to Report Q4, 2023 Results on Nov 29, 2023Pepkor Holdings Limited announced that they will report Q4, 2023 results on Nov 29, 2023
お知らせ • Sep 05An unknown buyer acquired unknown stake in Pepkor Holdings Limited (JSE:PPH).An unknown buyer acquired unknown stake in Pepkor Holdings Limited (JSE:PPH) on September 1, 2023.An unknown buyer completed the acquisition of unknown stake in Pepkor Holdings Limited (JSE:PPH) on September 1, 2023.
New Risk • Jul 03New minor 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 6.8% 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 (6.8% average weekly change).
Reported Earnings • Jun 02First half 2023 earnings released: EPS: R0.81 (vs R0.90 in 1H 2022)First half 2023 results: EPS: R0.81 (down from R0.90 in 1H 2022). Revenue: R43.8b (up 4.3% from 1H 2022). Net income: R2.98b (down 11% from 1H 2022). Profit margin: 6.8% (down from 7.9% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • May 05Pepkor Holdings Limited to Report First Half, 2023 Results on May 30, 2023Pepkor Holdings Limited announced that they will report first half, 2023 results on May 30, 2023
Upcoming Dividend • Jan 11Upcoming dividend of R0.55 per shareEligible shareholders must have bought the stock before 18 January 2023. Payment date: 23 January 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.8%).
お知らせ • Dec 23Pepkor Holdings Limited, Annual General Meeting, Mar 02, 2023Pepkor Holdings Limited, Annual General Meeting, Mar 02, 2023, at 09:00 South Africa Standard Time.
Board Change • Dec 20High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Ian Kirk was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 27Full year 2022 earnings released: EPS: R1.66 (vs R1.33 in FY 2021)Full year 2022 results: EPS: R1.66 (up from R1.33 in FY 2021). Revenue: R81.4b (up 5.3% from FY 2021). Net income: R6.11b (up 25% from FY 2021). Profit margin: 7.5% (up from 6.3% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 17High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Ian Kirk was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 29Pepkor Holdings Limited to Report Fiscal Year 2022 Results on Nov 22, 2022Pepkor Holdings Limited announced that they will report fiscal year 2022 results on Nov 22, 2022
Board Change • Oct 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Ian Kirk was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Aug 05An unknown buyer acquired unknown stake in Pepkor Holdings Limited (JSE:PPH).An unknown buyer acquired unknown stake in Pepkor Holdings Limited (JSE:PPH) on July 29, 2022. As per the transaction, Coronation Asset Management (Pty) Limited behalf of its clients amounted to 4.99% of the Pepkor Holdings Limited’s issued ordinary share capital. An unknown buyer acquired unknown stake in Pepkor Holdings Limited (JSE:PPH) on July 29, 2022.
お知らせ • Feb 04Pepkor Holdings Limited (JSE:PPH) acquired Grupo Avenida S.A from FIP Multiestratégia Kinea Private Equity II, managed by Kinea Private Equity Investimentos S.A. and Caseli family.Pepkor Holdings Limited (JSE:PPH) acquired Grupo Avenida S.A from FIP Multiestratégia Kinea Private Equity II, managed by Kinea Private Equity Investimentos S.A. and Caseli family on February 3, 2022. The Caseli family will retain the remaining stake in the business with the two Caseli brothers, Christian and Rodrigo, staying on as Director and Chief Executive Officer respectively. The Transaction will be implemented by 4 February 2022. Avenida achieved preliminary turnover of BRL 773 million (ZAR 2.2 billion) for the financial year ended 31 December 2021. Pepkor Holdings Limited (JSE:PPH) completed the acquisition of Grupo Avenida S.A from FIP Multiestratégia Kinea Private Equity II, managed by Kinea Private Equity Investimentos S.A. and Caseli family on February 3, 2022.
お知らせ • Jan 28Pepkor Holdings Limited, Annual General Meeting, Mar 10, 2022Pepkor Holdings Limited, Annual General Meeting, Mar 10, 2022, at 09:00 South Africa Standard Time.
Upcoming Dividend • Jan 12Upcoming dividend of R0.44 per shareEligible shareholders must have bought the stock before 19 January 2022. Payment date: 24 January 2022. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (2.3%).
Reported Earnings • Dec 16Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: R1.33 (up from R0.78 loss in FY 2020). Revenue: R77.3b (up 9.2% from FY 2020). Net income: R4.88b (up R7.61b from FY 2020). Profit margin: 6.3% (up from net loss in FY 2020). The move to profitability was primarily driven by higher revenue. Revenue exceeded analyst estimates by 6.4%. Over the next year, revenue is forecast to grow 4.4%, compared to a 17% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 28First half 2021 earnings released: EPS R0.69 (vs R0.44 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: R36.5b (up 8.1% from 1H 2020). Net income: R2.51b (up 66% from 1H 2020). Profit margin: 6.9% (up from 4.5% in 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 11Pepkor Holdings Limited, Annual General Meeting, Mar 10, 2021Pepkor Holdings Limited, Annual General Meeting, Mar 10, 2021.
Is New 90 Day High Low • Feb 06New 90-day high: €0.86The company is up 11% from its price of €0.78 on 06 November 2020. The German market is up 15% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Specialty Retail industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.48 per share.
Reported Earnings • Dec 16Full year 2020 earnings released: R0.80 loss per shareThe company reported a poor full year result with weaker earnings, revenues and control over expenses. Full year 2020 results: Revenue: R63.7b (down 8.6% from FY 2019). Net loss: R2.83b (down 227% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Dec 16Revenue misses expectationsRevenue missed analyst estimates by 5.1%. Over the next year, revenue is forecast to grow 9.1%, compared to a 7.2% growth forecast for the Specialty Retail industry in Germany.
お知らせ • Nov 21Pepkor Holdings Limited Appoints Wendy Luhabe as the ChairmanPepkor Holdings Limited announced that the board of directors has been appointed as the Chairman. Wendy's appointment will be with effect from 1 December 2020 and will be for a three-year period commencing at the end of the term of office of the current Chairman, Jayendra Naidoo.
お知らせ • Nov 19Pepkor Holdings Limited Announces Resignation of Jayendra Naidoo, Effective 30 November 2020Pepkor Holdings Limited announced that Chairman of Pepkor, Mr. Jayendra Naidoo, who has been in office since August 2017, has advised the Board that he will not make himself available for re-election as Chairman when his term ends on 30 November 2020.
Is New 90 Day High Low • Nov 07New 90-day high: €0.78The company is up 55% from its price of €0.50 on 06 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.61 per share.
お知らせ • Nov 07Pepkor Holdings Limited to Report Fiscal Year 2020 Results on Nov 23, 2020Pepkor Holdings Limited announced that they will report fiscal year 2020 results on Nov 23, 2020
Is New 90 Day High Low • Oct 22New 90-day high: €0.69The company is up 29% from its price of €0.53 on 24 July 2020. The German market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.59 per share.
お知らせ • Aug 06Cashbuild Limited (JSE:CSB) entered into an agreement to acquire The Building Company (Pty) Ltd from Pepkor Holdings Limited (JSE:PPH) for ZAR 1.1 billion.Cashbuild Limited (JSE:CSB) entered into an agreement to acquire The Building Company (Pty) Ltd from Pepkor Holdings Limited (JSE:PPH) for ZAR 1.1 billion on August 4, 2020. The purchase consideration is subject to an adjustment of an escalation rate of 5.5% per annum from January 1, 2021 until the transaction closing date, with the sum of total consideration and the the total escalation not exceeding ZAR 1.12 billion. During the 12 months ended March 31, 2020, The Building Company generated revenues of ZAR 8 billion. The transaction is subject to approval from regulatory and competition authorities, and Cashbuild's debt financing agreements being duly executed. Pepkor intends to use the proceeds to settle debt. Rand Merchant Bank acted as financial advisor and Werkmans Attorneys acted as legal advisor to Pepkor.
