View ValuationAsseco South Eastern Europe 将来の成長Future 基準チェック /16 Asseco South Eastern Europeは収益が増加すると予測されています。主要情報n/a収益成長率n/aEPS成長率IT 収益成長13.6%収益成長率10.4%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日28 Apr 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesDeclared Dividend • May 20Dividend of zł1.95 announcedShareholders will receive a dividend of zł1.95. Ex-date: 23rd June 2026 Payment date: 1st July 2026 Dividend yield will be 14%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 11% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • May 07Asseco South Eastern Europe S.A., Annual General Meeting, Jun 01, 2026Asseco South Eastern Europe S.A., Annual General Meeting, Jun 01, 2026, at 13:00 Central European Standard Time.お知らせ • May 02Asseco South Eastern Europe S.A. to Report First Half, 2026 Results on Jul 31, 2026Asseco South Eastern Europe S.A. announced that they will report first half, 2026 results on Jul 31, 2026お知らせ • Feb 10Asseco South Eastern Europe S.A. to Report Fiscal Year 2025 Results on Feb 25, 2026Asseco South Eastern Europe S.A. announced that they will report fiscal year 2025 results on Feb 25, 2026お知らせ • May 09Asseco South Eastern Europe S.A., Annual General Meeting, Jun 04, 2025Asseco South Eastern Europe S.A., Annual General Meeting, Jun 04, 2025.お知らせ • Jan 17+ 3 more updatesAsseco South Eastern Europe S.A. to Report Q3, 2025 Results on Oct 23, 2025Asseco South Eastern Europe S.A. announced that they will report Q3, 2025 results on Oct 23, 2025Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: zł1.04 (vs zł1.21 in 3Q 2023)Third quarter 2024 results: EPS: zł1.04 (down from zł1.21 in 3Q 2023). Revenue: zł444.8m (up 12% from 3Q 2023). Net income: zł54.0m (down 14% from 3Q 2023). Profit margin: 12% (down from 16% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 04Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł397.6m (up 5.9% from 2Q 2023). Net income: zł40.1m (down 15% from 2Q 2023). Profit margin: 10% (down from 13% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 05Upcoming dividend of zł1.65 per shareEligible shareholders must have bought the stock before 12 June 2024. Payment date: 20 June 2024. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (2.3%).Reported Earnings • Apr 25First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: zł367.1m (down 3.4% from 1Q 2023). Net income: zł47.0m (up 3.3% from 1Q 2023). Profit margin: 13% (in line with 1Q 2023). Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the IT industry in Germany.お知らせ • Apr 11Asseco South Eastern Europe S.A., Annual General Meeting, May 07, 2024Asseco South Eastern Europe S.A., Annual General Meeting, May 07, 2024, at 10:00 Central European Standard Time.Reported Earnings • Feb 29Full year 2023 earnings released: EPS: zł3.86 (vs zł3.63 in FY 2022)Full year 2023 results: EPS: zł3.86 (up from zł3.63 in FY 2022). Revenue: zł1.64b (up 4.9% from FY 2022). Net income: zł200.4m (up 6.4% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the IT industry in Germany.Buy Or Sell Opportunity • Feb 17Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to €11.75. The fair value is estimated to be €9.71, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 20%.お知らせ • Feb 16Asseco South Eastern Europe S.A. Recommends Dividend for Year the 2023Asseco South Eastern Europe S.A. recommended the payment of a PLN 1.65 (EUR 0.38) dividend per share from the 2023 profit, the company said in a market filing.お知らせ • Jan 12+ 5 more updatesAsseco South Eastern Europe S.A. to Report ,2024 Results on Aug 02, 2024Asseco South Eastern Europe S.A. announced that they will report , 2024 results on Aug 02, 2024お知らせ • Dec 22Asseco South Eastern Europe S.A. (WSE:ASE) acquired unknown majority stake in Dwelt d.o.o.Asseco South Eastern Europe S.A. (WSE:ASE) acquired unknown majority stake in Dwelt d.o.o. on December 21, 2023.Asseco South Eastern Europe S.A. (WSE:ASE) completed the acquisition of unknown majority stake in Dwelt d.o.o. on December 21, 2023.Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: zł1.21 (vs zł0.97 in 3Q 2022)Third quarter 2023 results: EPS: zł1.21 (up from zł0.97 in 3Q 2022). Revenue: zł398.3m (down 5.0% from 3Q 2022). Net income: zł62.5m (up 24% from 3Q 2022). Profit margin: 16% (up from 12% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the IT industry in Germany.Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: zł0.91 (vs zł1.23 in 2Q 2022)Second quarter 2023 results: EPS: zł0.91 (down from zł1.23 in 2Q 2022). Revenue: zł375.5m (up 7.3% from 2Q 2022). Net income: zł47.1m (down 26% from 2Q 2022). Profit margin: 13% (down from 18% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the IT industry in Germany.Upcoming Dividend • Jun 22Upcoming dividend of zł1.46 per share at 3.1% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 13 July 2023. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.2%).お知らせ • May 31Asseco South Eastern Europe S.A., Annual General Meeting, Jun 22, 2023Asseco South Eastern Europe S.A., Annual General Meeting, Jun 22, 2023, at 11:00 Central European Standard Time.Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: zł0.88 (vs zł0.75 in 1Q 2022)First quarter 2023 results: EPS: zł0.88 (up from zł0.75 in 1Q 2022). Revenue: zł380.1m (up 22% from 1Q 2022). Net income: zł45.5m (up 16% from 1Q 2022). Profit margin: 12% (in line with 1Q 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 2 years, compared to a 9.2% growth forecast for the IT industry in Germany.お知らせ • Jan 10+ 3 more updatesAsseco South Eastern Europe S.A. to Report First Half, 2023 Results on Aug 02, 2023Asseco South Eastern Europe S.A. announced that they will report first half, 2023 results on Aug 02, 2023Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: zł0.97 (vs zł0.73 in 3Q 2021)Third quarter 2022 results: EPS: zł0.97 (up from zł0.73 in 3Q 2021). Revenue: zł419.5m (up 59% from 3Q 2021). Net income: zł50.3m (up 33% from 3Q 2021). Profit margin: 12% (down from 14% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the IT industry in Germany.Reported Earnings • Aug 19Second quarter 2022 earnings released: EPS: zł1.25 (vs zł0.64 in 2Q 2021)Second quarter 2022 results: EPS: zł1.25 (up from zł0.64 in 2Q 2021). Revenue: zł349.4m (up 28% from 2Q 2021). Net income: zł65.0m (up 95% from 2Q 2021). Profit margin: 19% (up from 12% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.8%, compared to a 15% growth forecast for the IT industry in Germany.お知らせ • Jun 29Asseco South Eastern Europe S.A. (WSE:ASE) acquired unknown majority stake in BITHAT SOLUTIONS SRL.Asseco South Eastern Europe S.A. (WSE:ASE) acquired unknown majority stake in BITHAT SOLUTIONS SRL on June 27, 2022. Cristian Popescu and Cristina Marcu of Dentons assisted Asseco and coordinated all legal aspects of the acquisition, from the extended due diligence to the drafting and negotiation of the transaction documents. Asseco South Eastern Europe S.A. (WSE:ASE completed the acquisition of unknown majority stake in BITHAT SOLUTIONS SRL on June 27, 2022.お知らせ • Jun 22ASSECO SEE Announces Dividend for the Year of 2021, Payable on July 12, 2022ASSECO SEE - Listed IT firm Asseco SEE, a unit of Asseco Poland, will pay out a dividend of PLN 1.28 per share, or a total of PLN 66.4 million, from 2021 profits of PLN 100.4 million, the company said in a market filing with a GM resolution. Rights will be set on June 29, 2022 and the payment made on July 12, 2022.Upcoming Dividend • Jun 21Upcoming dividend of zł1.28 per shareEligible shareholders must have bought the stock before 28 June 2022. Payment date: 12 July 2022. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (1.6%).お知らせ • May 31Asseco South Eastern Europe S.A., Annual General Meeting, Jun 21, 2022Asseco South Eastern Europe S.A., Annual General Meeting, Jun 21, 2022, at 11:00 Central European Standard Time.Reported Earnings • May 01First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: zł311.2m (up 23% from 1Q 2021). Net income: zł39.1m (up 23% from 1Q 2021). Profit margin: 13% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 11%, compared to a 19% growth forecast for the industry in Germany.Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improved over the past weekAfter last week's 15% share price gain to €11.10, the stock trades at a trailing P/E ratio of 18.1x. Average forward P/E is 28x in the IT industry in Germany.お知らせ • Dec 07Asseco South Eastern Europe S.A. (WSE:ASE) acquired an unknown majority stake in BS Telecom Solution.Asseco South Eastern Europe S.A. (WSE:ASE) acquired an unknown majority stake in BS Telecom Solution on December 6, 2021. The transaction was approved by Bosnia's competition authority. Asseco South Eastern Europe S.A. (WSE:ASE) completed the acquisition of an unknown majority stake in BS Telecom Solution on December 6, 2021.Reported Earnings • Oct 30Third quarter 2021 earnings released: EPS zł0.73 (vs zł0.61 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: zł264.3m (up 16% from 3Q 2020). Net income: zł37.7m (up 20% from 3Q 2020). Profit margin: 14% (in line with 3Q 2020).お知らせ • Sep 25Asseco South Eastern Europe S.A. (WSE:ASE) acquired IT Sistemi.Asseco South Eastern Europe S.A. (WSE:ASE) acquired IT Sistemi on September 23, 2021. As part of acquisition Asseco acquired eVision which is 100% owned by IT Sistemi. Current leaders Damir Popovic and Zvonimir Mavretic still remain in the management of the companies. Asseco South Eastern Europe S.A. (WSE:ASE) completed the acquisition of IT Sistemi on September 23, 2021.Reported Earnings • Aug 06Second quarter 2021 earnings released: EPS zł0.64 (vs zł0.52 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: zł273.0m (up 17% from 2Q 2020). Net income: zł33.4m (up 24% from 2Q 2020). Profit margin: 12% (in line with 2Q 2020).Reported Earnings • May 01First quarter 2021 earnings released: EPS zł0.61 (vs zł0.45 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: zł252.8m (up 9.4% from 1Q 2020). Net income: zł31.7m (up 35% from 1Q 2020). Profit margin: 13% (up from 10% in 1Q 2020). The increase in margin was driven by higher revenue.業績と収益の成長予測DB:7T8 - アナリストの将来予測と過去の財務データ ( )PLN Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20282,497N/A258411212/31/20272,303N/A243361212/31/20261,729N/A20733423/31/20261,833210263340N/A12/31/20251,799198237317N/A9/30/20251,763192215332N/A6/30/20251,770190201310N/A3/31/20251,741188170272N/A12/31/20241,708199111204N/A9/30/20241,698186147210N/A6/30/20241,652195164224N/A3/31/20241,630202204262N/A12/31/20231,643200248310N/A9/30/20231,639190166221N/A6/30/20231,660177196255N/A3/31/20231,634195189252N/A12/31/20221,565188181241N/A9/30/20221,437200194249N/A6/30/20221,282187176224N/A3/31/20221,206156195239N/A12/31/20211,147149195235N/A9/30/20211,125137203238N/A6/30/20211,088130192228N/A3/31/20211,048124200235N/A12/31/20201,026116169205N/A9/30/2020967110177214N/A6/30/2020969104155195N/A3/31/202093495103151N/A12/31/201988190N/A159N/A9/30/201982782N/A118N/A6/30/201975074N/A133N/A3/31/201971172N/A120N/A12/31/201867065N/A121N/A9/30/201860963N/A114N/A6/30/201858556N/A81N/A3/31/201857656N/A97N/A12/31/201757155N/A94N/A9/30/201759057N/A100N/A6/30/201759357N/A90N/A3/31/201758453N/A100N/A12/31/201657151N/A88N/A9/30/201653142N/A54N/A6/30/201652744N/A75N/A3/31/201650944N/A66N/A12/31/201548744N/A75N/A9/30/201551346N/A85N/A6/30/201550143N/A67N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 7T8の予測収益成長が 貯蓄率 ( 1.9% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 7T8の収益がGerman市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 7T8の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 7T8の収益 ( 10.4% ) German市場 ( 6.7% ) よりも速いペースで成長すると予測されています。高い収益成長: 7T8の収益 ( 10.4% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 7T8の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YSoftware 業界の高成長企業。View Past Performance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2026/06/09 13:37終値2026/06/09 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Asseco South Eastern Europe S.A. 2 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。8 アナリスト機関Kamil KliszczBiuro maklerskie mBankuPawel SzpigielBiuro maklerskie mBankuBeata Szparaga-WasniewskaBiuro maklerskie mBanku5 その他のアナリストを表示
Declared Dividend • May 20Dividend of zł1.95 announcedShareholders will receive a dividend of zł1.95. Ex-date: 23rd June 2026 Payment date: 1st July 2026 Dividend yield will be 14%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 11% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • May 07Asseco South Eastern Europe S.A., Annual General Meeting, Jun 01, 2026Asseco South Eastern Europe S.A., Annual General Meeting, Jun 01, 2026, at 13:00 Central European Standard Time.
お知らせ • May 02Asseco South Eastern Europe S.A. to Report First Half, 2026 Results on Jul 31, 2026Asseco South Eastern Europe S.A. announced that they will report first half, 2026 results on Jul 31, 2026
お知らせ • Feb 10Asseco South Eastern Europe S.A. to Report Fiscal Year 2025 Results on Feb 25, 2026Asseco South Eastern Europe S.A. announced that they will report fiscal year 2025 results on Feb 25, 2026
お知らせ • May 09Asseco South Eastern Europe S.A., Annual General Meeting, Jun 04, 2025Asseco South Eastern Europe S.A., Annual General Meeting, Jun 04, 2025.
お知らせ • Jan 17+ 3 more updatesAsseco South Eastern Europe S.A. to Report Q3, 2025 Results on Oct 23, 2025Asseco South Eastern Europe S.A. announced that they will report Q3, 2025 results on Oct 23, 2025
Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: zł1.04 (vs zł1.21 in 3Q 2023)Third quarter 2024 results: EPS: zł1.04 (down from zł1.21 in 3Q 2023). Revenue: zł444.8m (up 12% from 3Q 2023). Net income: zł54.0m (down 14% from 3Q 2023). Profit margin: 12% (down from 16% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 04Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł397.6m (up 5.9% from 2Q 2023). Net income: zł40.1m (down 15% from 2Q 2023). Profit margin: 10% (down from 13% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 05Upcoming dividend of zł1.65 per shareEligible shareholders must have bought the stock before 12 June 2024. Payment date: 20 June 2024. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (2.3%).
Reported Earnings • Apr 25First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: zł367.1m (down 3.4% from 1Q 2023). Net income: zł47.0m (up 3.3% from 1Q 2023). Profit margin: 13% (in line with 1Q 2023). Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the IT industry in Germany.
お知らせ • Apr 11Asseco South Eastern Europe S.A., Annual General Meeting, May 07, 2024Asseco South Eastern Europe S.A., Annual General Meeting, May 07, 2024, at 10:00 Central European Standard Time.
Reported Earnings • Feb 29Full year 2023 earnings released: EPS: zł3.86 (vs zł3.63 in FY 2022)Full year 2023 results: EPS: zł3.86 (up from zł3.63 in FY 2022). Revenue: zł1.64b (up 4.9% from FY 2022). Net income: zł200.4m (up 6.4% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the IT industry in Germany.
Buy Or Sell Opportunity • Feb 17Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to €11.75. The fair value is estimated to be €9.71, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 20%.
お知らせ • Feb 16Asseco South Eastern Europe S.A. Recommends Dividend for Year the 2023Asseco South Eastern Europe S.A. recommended the payment of a PLN 1.65 (EUR 0.38) dividend per share from the 2023 profit, the company said in a market filing.
お知らせ • Jan 12+ 5 more updatesAsseco South Eastern Europe S.A. to Report ,2024 Results on Aug 02, 2024Asseco South Eastern Europe S.A. announced that they will report , 2024 results on Aug 02, 2024
お知らせ • Dec 22Asseco South Eastern Europe S.A. (WSE:ASE) acquired unknown majority stake in Dwelt d.o.o.Asseco South Eastern Europe S.A. (WSE:ASE) acquired unknown majority stake in Dwelt d.o.o. on December 21, 2023.Asseco South Eastern Europe S.A. (WSE:ASE) completed the acquisition of unknown majority stake in Dwelt d.o.o. on December 21, 2023.
Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: zł1.21 (vs zł0.97 in 3Q 2022)Third quarter 2023 results: EPS: zł1.21 (up from zł0.97 in 3Q 2022). Revenue: zł398.3m (down 5.0% from 3Q 2022). Net income: zł62.5m (up 24% from 3Q 2022). Profit margin: 16% (up from 12% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the IT industry in Germany.
Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: zł0.91 (vs zł1.23 in 2Q 2022)Second quarter 2023 results: EPS: zł0.91 (down from zł1.23 in 2Q 2022). Revenue: zł375.5m (up 7.3% from 2Q 2022). Net income: zł47.1m (down 26% from 2Q 2022). Profit margin: 13% (down from 18% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the IT industry in Germany.
Upcoming Dividend • Jun 22Upcoming dividend of zł1.46 per share at 3.1% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 13 July 2023. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.2%).
お知らせ • May 31Asseco South Eastern Europe S.A., Annual General Meeting, Jun 22, 2023Asseco South Eastern Europe S.A., Annual General Meeting, Jun 22, 2023, at 11:00 Central European Standard Time.
Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: zł0.88 (vs zł0.75 in 1Q 2022)First quarter 2023 results: EPS: zł0.88 (up from zł0.75 in 1Q 2022). Revenue: zł380.1m (up 22% from 1Q 2022). Net income: zł45.5m (up 16% from 1Q 2022). Profit margin: 12% (in line with 1Q 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 2 years, compared to a 9.2% growth forecast for the IT industry in Germany.
お知らせ • Jan 10+ 3 more updatesAsseco South Eastern Europe S.A. to Report First Half, 2023 Results on Aug 02, 2023Asseco South Eastern Europe S.A. announced that they will report first half, 2023 results on Aug 02, 2023
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: zł0.97 (vs zł0.73 in 3Q 2021)Third quarter 2022 results: EPS: zł0.97 (up from zł0.73 in 3Q 2021). Revenue: zł419.5m (up 59% from 3Q 2021). Net income: zł50.3m (up 33% from 3Q 2021). Profit margin: 12% (down from 14% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the IT industry in Germany.
Reported Earnings • Aug 19Second quarter 2022 earnings released: EPS: zł1.25 (vs zł0.64 in 2Q 2021)Second quarter 2022 results: EPS: zł1.25 (up from zł0.64 in 2Q 2021). Revenue: zł349.4m (up 28% from 2Q 2021). Net income: zł65.0m (up 95% from 2Q 2021). Profit margin: 19% (up from 12% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.8%, compared to a 15% growth forecast for the IT industry in Germany.
お知らせ • Jun 29Asseco South Eastern Europe S.A. (WSE:ASE) acquired unknown majority stake in BITHAT SOLUTIONS SRL.Asseco South Eastern Europe S.A. (WSE:ASE) acquired unknown majority stake in BITHAT SOLUTIONS SRL on June 27, 2022. Cristian Popescu and Cristina Marcu of Dentons assisted Asseco and coordinated all legal aspects of the acquisition, from the extended due diligence to the drafting and negotiation of the transaction documents. Asseco South Eastern Europe S.A. (WSE:ASE completed the acquisition of unknown majority stake in BITHAT SOLUTIONS SRL on June 27, 2022.
お知らせ • Jun 22ASSECO SEE Announces Dividend for the Year of 2021, Payable on July 12, 2022ASSECO SEE - Listed IT firm Asseco SEE, a unit of Asseco Poland, will pay out a dividend of PLN 1.28 per share, or a total of PLN 66.4 million, from 2021 profits of PLN 100.4 million, the company said in a market filing with a GM resolution. Rights will be set on June 29, 2022 and the payment made on July 12, 2022.
Upcoming Dividend • Jun 21Upcoming dividend of zł1.28 per shareEligible shareholders must have bought the stock before 28 June 2022. Payment date: 12 July 2022. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (1.6%).
お知らせ • May 31Asseco South Eastern Europe S.A., Annual General Meeting, Jun 21, 2022Asseco South Eastern Europe S.A., Annual General Meeting, Jun 21, 2022, at 11:00 Central European Standard Time.
Reported Earnings • May 01First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: zł311.2m (up 23% from 1Q 2021). Net income: zł39.1m (up 23% from 1Q 2021). Profit margin: 13% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 11%, compared to a 19% growth forecast for the industry in Germany.
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improved over the past weekAfter last week's 15% share price gain to €11.10, the stock trades at a trailing P/E ratio of 18.1x. Average forward P/E is 28x in the IT industry in Germany.
お知らせ • Dec 07Asseco South Eastern Europe S.A. (WSE:ASE) acquired an unknown majority stake in BS Telecom Solution.Asseco South Eastern Europe S.A. (WSE:ASE) acquired an unknown majority stake in BS Telecom Solution on December 6, 2021. The transaction was approved by Bosnia's competition authority. Asseco South Eastern Europe S.A. (WSE:ASE) completed the acquisition of an unknown majority stake in BS Telecom Solution on December 6, 2021.
Reported Earnings • Oct 30Third quarter 2021 earnings released: EPS zł0.73 (vs zł0.61 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: zł264.3m (up 16% from 3Q 2020). Net income: zł37.7m (up 20% from 3Q 2020). Profit margin: 14% (in line with 3Q 2020).
お知らせ • Sep 25Asseco South Eastern Europe S.A. (WSE:ASE) acquired IT Sistemi.Asseco South Eastern Europe S.A. (WSE:ASE) acquired IT Sistemi on September 23, 2021. As part of acquisition Asseco acquired eVision which is 100% owned by IT Sistemi. Current leaders Damir Popovic and Zvonimir Mavretic still remain in the management of the companies. Asseco South Eastern Europe S.A. (WSE:ASE) completed the acquisition of IT Sistemi on September 23, 2021.
Reported Earnings • Aug 06Second quarter 2021 earnings released: EPS zł0.64 (vs zł0.52 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: zł273.0m (up 17% from 2Q 2020). Net income: zł33.4m (up 24% from 2Q 2020). Profit margin: 12% (in line with 2Q 2020).
Reported Earnings • May 01First quarter 2021 earnings released: EPS zł0.61 (vs zł0.45 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: zł252.8m (up 9.4% from 1Q 2020). Net income: zł31.7m (up 35% from 1Q 2020). Profit margin: 13% (up from 10% in 1Q 2020). The increase in margin was driven by higher revenue.