View Financial HealthVusion 配当と自社株買い配当金 基準チェック /26Vusionは配当を支払う会社で、現在の利回りは0.76%ですが、利益によって十分にカバーされています。次の支払い日は 12th June, 2026で、権利落ち日は10th June, 2026 。主要情報0.8%配当利回り-2.7%バイバック利回り総株主利回り-1.9%将来の配当利回り0.9%配当成長n/a次回配当支払日12 Jun 26配当落ち日10 Jun 26一株当たり配当金n/a配当性向10%最近の配当と自社株買いの更新お知らせ • Mar 03Vusion S.A. announces Annual dividend, payable on June 12, 2026Vusion S.A. announced Annual dividend of EUR 0.9000 per share payable on June 12, 2026, ex-date on June 10, 2026 and record date on June 11, 2026.すべての更新を表示Recent updatesお知らせ • May 01Vusion S.A., Annual General Meeting, Jun 04, 2026Vusion S.A., Annual General Meeting, Jun 04, 2026. Location: 110 esplanade du general de gaulle, courbevoie Franceお知らせ • Apr 22Vusion S.A. to Report First Half, 2026 Results on Sep 21, 2026Vusion S.A. announced that they will report first half, 2026 results on Sep 21, 2026お知らせ • Mar 03Vusion S.A. announces Annual dividend, payable on June 12, 2026Vusion S.A. announced Annual dividend of EUR 0.9000 per share payable on June 12, 2026, ex-date on June 10, 2026 and record date on June 11, 2026.お知らせ • Oct 23+ 1 more updateVusionGroup S.A. to Report First Half, 2026 Results on Jul 30, 2026VusionGroup S.A. announced that they will report first half, 2026 results on Jul 30, 2026お知らせ • Sep 16VusionGroup S.A. (ENXTPA:SESL) acquired 11.90% stake in Ubica Robotics GmbH for €7 million.VusionGroup S.A. (ENXTPA:SESL) acquired 11.90% stake in Ubica Robotics GmbH for €7 million on First half 2025. VusionGroup S.A. (ENXTPA:SESL) completed the acquisition of 11.90% stake in Ubica Robotics GmbH on First half 2025.お知らせ • May 13+ 1 more updateVusionGroup S.A., Annual General Meeting, Jun 17, 2025VusionGroup S.A., Annual General Meeting, Jun 17, 2025. Location: 10 bis rue du 4 septembre, paris Franceお知らせ • Apr 24VusionGroup S.A. to Report First Half, 2025 Results on Sep 15, 2025VusionGroup S.A. announced that they will report first half, 2025 results on Sep 15, 2025お知らせ • Dec 27+ 1 more updateVusionGroup S.A. to Report Fiscal Year 2024 Results on Feb 26, 2025VusionGroup S.A. announced that they will report fiscal year 2024 results at 5:40 PM, Central European Standard Time on Feb 26, 2025Reported Earnings • Oct 03First half 2024 earnings released: €1.50 loss per share (vs €5.78 profit in 1H 2023)First half 2024 results: €1.50 loss per share (down from €5.78 profit in 1H 2023). Revenue: €408.9m (up 7.4% from 1H 2023). Net loss: €23.9m (down 126% from profit in 1H 2023). Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 43% per year whereas the company’s share price has increased by 44% per year.Board Change • Jun 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. Independent Director Peter Brabeck-Letmathe was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • May 07Full year 2023 earnings released: EPS: €5.02 (vs €1.20 in FY 2022)Full year 2023 results: EPS: €5.02 (up from €1.20 in FY 2022). Revenue: €802.0m (up 29% from FY 2022). Net income: €79.8m (up 321% from FY 2022). Profit margin: 9.9% (up from 3.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 115% per year but the company’s share price has only increased by 47% per year, which means it is significantly lagging earnings growth.New Risk • Mar 28New 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 7.0% 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. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Mar 28Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €149, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 18x in the Electronic industry in Germany. Total returns to shareholders of 265% over the past three years.Valuation Update With 7 Day Price Move • Jan 29Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €139, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 12x in the Electronic industry in Germany. Total returns to shareholders of 221% over the past three years.Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €130, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 11x in the Electronic industry in Germany. Total returns to shareholders of 270% over the past three years.New Risk • Oct 31New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.3% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (7.5% average weekly change).Valuation Update With 7 Day Price Move • Oct 28Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €82.20, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 11x in the Electronic industry in Germany. Total returns to shareholders of 242% over the past three years.Reported Earnings • Oct 05First half 2023 earnings released: EPS: €5.78 (vs €0.32 in 1H 2022)First half 2023 results: EPS: €5.78 (up from €0.32 in 1H 2022). Revenue: €380.7m (up 33% from 1H 2022). Net income: €91.6m (up €86.6m from 1H 2022). Profit margin: 24% (up from 1.8% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 139% per year but the company’s share price has only increased by 71% per year, which means it is significantly lagging earnings growth.Board Change • Sep 08Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Peter Brabeck-Letmathe was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Jun 24Investor sentiment deteriorates as stock falls 60%After last week's 60% share price decline to €68.50, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 18x in the Electronic industry in Germany. Total returns to shareholders of 195% over the past three years.Reported Earnings • Mar 10Full year 2022 earnings releasedFull year 2022 results: Revenue: €620.9m (up 47% from FY 2021). Net income: €18.7m (up €15.9m from FY 2021). Profit margin: 3.0% (up from 0.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany.お知らせ • Dec 07SES-imagotag Société Anonyme to Report Fiscal Year 2022 Results on Mar 09, 2023SES-imagotag Société Anonyme announced that they will report fiscal year 2022 results on Mar 09, 2023お知らせ • Dec 01An unknown buyer acquired a 9.51% stake in SES-imagotag Société Anonyme (ENXTPA:SESL) from BOE Smart Retail (Hong Kong) Co. Limited for approximately €170 million.An unknown buyer acquired a 9.51% stake in SES-imagotag Société Anonyme (ENXTPA:SESL) from BOE Smart Retail (Hong Kong) Co. Limited for approximately €170 million on November 29, 2022. Cash price €112 per share has been paid for 1.5 million shares representing approximately 9.51% stake of SES-imagotag. Pursuant to transaction, BOE's stake has decreased from 42.07% to 32.56%.An unknown buyer completed the acquisition of a 9.51% stake in SES-imagotag Société Anonyme (ENXTPA:SESL) from BOE Smart Retail (Hong Kong) Co. Limited on November 29, 2022.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Franck Moison was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Sep 11First half 2022 earnings releasedFirst half 2022 results: Revenue: €285.9m (up 41% from 1H 2021). Net income: €4.90m (up 271% from 1H 2021). Profit margin: 1.7% (up from 0.7% in 1H 2021). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Franck Moison was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 05Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Revenue: €422.9m (up 46% from FY 2020). Net income: €2.00m (up €8.88m from FY 2020). Profit margin: 0.5% (up from net loss in FY 2020). Revenue exceeded analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 38%, compared to a 24% growth forecast for the industry in Germany.お知らせ • Jan 06SES-imagotag Société Anonyme (ENXTPA:SESL) acquired remaining unknown stake in Market Hub Technologies Limited.SES-imagotag Société Anonyme (ENXTPA:SESL) acquired remaining unknown stake in Market Hub Technologies Limited on January 5, 2021. Post completion SES-imagotag Société Anonyme will hold 100% stake in Market Hub Technologies Limited. Founder Roy Horgan will join the SES-imagotag global executive team as Group SEVP of Strategy, Marketing and Communications. SES-imagotag has held a majority holding in the Irish retail analytics start-up since 2019 and is delighted to announce the 100% acquisition of the remaining shares of MarketHub with immediate effect. SES-imagotag Société Anonyme (ENXTPA:SESL) completed the acquisition of remaining unknown stake in Market Hub Technologies Limited on January 5, 2021.Reported Earnings • Sep 09First half 2021 earnings releasedThe company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €202.8m (up 71% from 1H 2020). Net income: €1.00m (up €10.3m from 1H 2020). Profit margin: 0.5% (up from net loss in 1H 2020). The move to profitability was driven by higher revenue.Reported Earnings • Apr 04Full year 2020 earnings releasedThe company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2020 results: Revenue: €290.3m (up 17% from FY 2019). Net loss: €7.60m (loss narrowed 39% from FY 2019).Is New 90 Day High Low • Feb 09New 90-day high: €45.00The company is up 73% from its price of €26.00 on 10 November 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €31.46 per share.Is New 90 Day High Low • Jan 14New 90-day high: €40.95The company is up 82% from its price of €22.55 on 16 October 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.15 per share.お知らせ • Jan 06SES-imagotag Société Anonyme, Annual General Meeting, Jun 16, 2021SES-imagotag Société Anonyme, Annual General Meeting, Jun 16, 2021.Is New 90 Day High Low • Dec 31New 90-day high: €38.20The company is up 85% from its price of €20.70 on 02 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic 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 €0.14 per share.Is New 90 Day High Low • Dec 10New 90-day high: €27.20The company is up 16% from its price of €23.35 on 11 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.Is New 90 Day High Low • Nov 10New 90-day high: €26.70The company is up 4.0% from its price of €25.60 on 11 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 Electronic industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.Is New 90 Day High Low • Sep 29New 90-day low: €21.15The company is down 6.0% from its price of €22.50 on 30 June 2020. The German market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.62 per share.Reported Earnings • Sep 26First half earnings releasedOver the last 12 months the company has reported total losses of €17.4m, with losses widening by 180% from the prior year. Total revenue was €244.6m over the last 12 months, up 7.2% from the prior year.お知らせ • Sep 25SES-imagotag (ENXTPA:SESL) signed a memorandum of understanding to acquire Pervasive Displays Inc. for €32.7 million.SES-imagotag (ENXTPA:SESL) signed a memorandum of understanding to acquire Pervasive Displays Inc. for €32.7 million in cash and stock on September 19, 2016. SES-imagotag will acquire 15.04 million. As consideration, SES-imagotag will pay an upfront consideration in 0.79 million SES-imagotag shares and in €3.28 million cash, together with a contingent earn-out payment of €12 million cash in two years based on performance. The deal is subject to regulatory clearance by Taiwan authorities and shareholder approval of SES-imagotag and Pervasive Displays. SES-imagotag signed a final contract to acquire Pervasive Displays Inc. on October 3, 2016. Pervasive Displays had revenue of €26.75 million ($30 million) for 2015. The transaction is subject to approval of the general meeting of shareholders of SES-imagotag, and of competent authorities. Shareholders of SES-imagotag approved the transaction on November 30, 2016. Taiwanese authorities approved the transaction on February 2, 2017. All conditions were satisfied on February 16, 2017. The deal is expected to close by 2017. Marc Willaume and Tristan Roquet Montégon of NewCap acted as Investors Relations & Financial Communication advisor for SES-imagotag. Olivia Lê Horovitz, Ian Liao, Jacqueline Fu, Sidney Lichtenstein and Richard Hsu of K&L Gates LLP acted as legal advisor to Pervasive Displays Inc. The currency conversion has been done through oanda.com.配当金の支払いについて今日May 08 2026配当落ち日Jun 10 2026配当支払日Jun 12 20262 days 配当落ちから次の33 days 、次の配当を受け取るために購入する。決済の安定と成長配当データの取得安定した配当: 配当金の支払いは安定していますが、 S4Mが配当金を支払っている期間は 10 年未満です。増加する配当: S4Mの配当金は増加していますが、同社は2年間しか配当金を支払っていません。配当利回り対市場Vusion 配当利回り対市場S4M 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (S4M)0.8%市場下位25% (DE)1.5%市場トップ25% (DE)4.6%業界平均 (Electronic)1.0%アナリスト予想 (S4M) (最長3年)0.9%注目すべき配当: S4Mの配当金 ( 0.76% ) はGerman市場の配当金支払者の下位 25% ( 1.48% ) と比べると目立ったものではありません。高配当: S4Mの配当金 ( 0.76% ) はGerman市場の配当金支払者の上位 25% ( 4.58% ) と比較すると低いです。株主への利益配当収益カバレッジ: S4M の配当性向 (10.3%) は低いため、配当金の支払いは利益によって十分にカバーされます。株主配当金キャッシュフローカバレッジ: S4Mは低い 現金配当性向 ( 23.2% ) であるため、配当金の支払いはキャッシュフローによって十分にカバーされています。高配当企業の発掘7D1Y7D1Y7D1YDE 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/07 14:03終値2026/05/07 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Vusion S.A. 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。20 アナリスト機関Remi GrenuBerenbergGerhard OrgonasBerenbergBenjamin ThielmannBerenberg17 その他のアナリストを表示
お知らせ • Mar 03Vusion S.A. announces Annual dividend, payable on June 12, 2026Vusion S.A. announced Annual dividend of EUR 0.9000 per share payable on June 12, 2026, ex-date on June 10, 2026 and record date on June 11, 2026.
お知らせ • May 01Vusion S.A., Annual General Meeting, Jun 04, 2026Vusion S.A., Annual General Meeting, Jun 04, 2026. Location: 110 esplanade du general de gaulle, courbevoie France
お知らせ • Apr 22Vusion S.A. to Report First Half, 2026 Results on Sep 21, 2026Vusion S.A. announced that they will report first half, 2026 results on Sep 21, 2026
お知らせ • Mar 03Vusion S.A. announces Annual dividend, payable on June 12, 2026Vusion S.A. announced Annual dividend of EUR 0.9000 per share payable on June 12, 2026, ex-date on June 10, 2026 and record date on June 11, 2026.
お知らせ • Oct 23+ 1 more updateVusionGroup S.A. to Report First Half, 2026 Results on Jul 30, 2026VusionGroup S.A. announced that they will report first half, 2026 results on Jul 30, 2026
お知らせ • Sep 16VusionGroup S.A. (ENXTPA:SESL) acquired 11.90% stake in Ubica Robotics GmbH for €7 million.VusionGroup S.A. (ENXTPA:SESL) acquired 11.90% stake in Ubica Robotics GmbH for €7 million on First half 2025. VusionGroup S.A. (ENXTPA:SESL) completed the acquisition of 11.90% stake in Ubica Robotics GmbH on First half 2025.
お知らせ • May 13+ 1 more updateVusionGroup S.A., Annual General Meeting, Jun 17, 2025VusionGroup S.A., Annual General Meeting, Jun 17, 2025. Location: 10 bis rue du 4 septembre, paris France
お知らせ • Apr 24VusionGroup S.A. to Report First Half, 2025 Results on Sep 15, 2025VusionGroup S.A. announced that they will report first half, 2025 results on Sep 15, 2025
お知らせ • Dec 27+ 1 more updateVusionGroup S.A. to Report Fiscal Year 2024 Results on Feb 26, 2025VusionGroup S.A. announced that they will report fiscal year 2024 results at 5:40 PM, Central European Standard Time on Feb 26, 2025
Reported Earnings • Oct 03First half 2024 earnings released: €1.50 loss per share (vs €5.78 profit in 1H 2023)First half 2024 results: €1.50 loss per share (down from €5.78 profit in 1H 2023). Revenue: €408.9m (up 7.4% from 1H 2023). Net loss: €23.9m (down 126% from profit in 1H 2023). Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 43% per year whereas the company’s share price has increased by 44% per year.
Board Change • Jun 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. Independent Director Peter Brabeck-Letmathe was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • May 07Full year 2023 earnings released: EPS: €5.02 (vs €1.20 in FY 2022)Full year 2023 results: EPS: €5.02 (up from €1.20 in FY 2022). Revenue: €802.0m (up 29% from FY 2022). Net income: €79.8m (up 321% from FY 2022). Profit margin: 9.9% (up from 3.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 115% per year but the company’s share price has only increased by 47% per year, which means it is significantly lagging earnings growth.
New Risk • Mar 28New 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 7.0% 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. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Mar 28Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €149, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 18x in the Electronic industry in Germany. Total returns to shareholders of 265% over the past three years.
Valuation Update With 7 Day Price Move • Jan 29Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €139, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 12x in the Electronic industry in Germany. Total returns to shareholders of 221% over the past three years.
Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €130, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 11x in the Electronic industry in Germany. Total returns to shareholders of 270% over the past three years.
New Risk • Oct 31New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.3% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (7.5% average weekly change).
Valuation Update With 7 Day Price Move • Oct 28Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €82.20, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 11x in the Electronic industry in Germany. Total returns to shareholders of 242% over the past three years.
Reported Earnings • Oct 05First half 2023 earnings released: EPS: €5.78 (vs €0.32 in 1H 2022)First half 2023 results: EPS: €5.78 (up from €0.32 in 1H 2022). Revenue: €380.7m (up 33% from 1H 2022). Net income: €91.6m (up €86.6m from 1H 2022). Profit margin: 24% (up from 1.8% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 139% per year but the company’s share price has only increased by 71% per year, which means it is significantly lagging earnings growth.
Board Change • Sep 08Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Peter Brabeck-Letmathe was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Jun 24Investor sentiment deteriorates as stock falls 60%After last week's 60% share price decline to €68.50, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 18x in the Electronic industry in Germany. Total returns to shareholders of 195% over the past three years.
Reported Earnings • Mar 10Full year 2022 earnings releasedFull year 2022 results: Revenue: €620.9m (up 47% from FY 2021). Net income: €18.7m (up €15.9m from FY 2021). Profit margin: 3.0% (up from 0.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany.
お知らせ • Dec 07SES-imagotag Société Anonyme to Report Fiscal Year 2022 Results on Mar 09, 2023SES-imagotag Société Anonyme announced that they will report fiscal year 2022 results on Mar 09, 2023
お知らせ • Dec 01An unknown buyer acquired a 9.51% stake in SES-imagotag Société Anonyme (ENXTPA:SESL) from BOE Smart Retail (Hong Kong) Co. Limited for approximately €170 million.An unknown buyer acquired a 9.51% stake in SES-imagotag Société Anonyme (ENXTPA:SESL) from BOE Smart Retail (Hong Kong) Co. Limited for approximately €170 million on November 29, 2022. Cash price €112 per share has been paid for 1.5 million shares representing approximately 9.51% stake of SES-imagotag. Pursuant to transaction, BOE's stake has decreased from 42.07% to 32.56%.An unknown buyer completed the acquisition of a 9.51% stake in SES-imagotag Société Anonyme (ENXTPA:SESL) from BOE Smart Retail (Hong Kong) Co. Limited on November 29, 2022.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Franck Moison was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Sep 11First half 2022 earnings releasedFirst half 2022 results: Revenue: €285.9m (up 41% from 1H 2021). Net income: €4.90m (up 271% from 1H 2021). Profit margin: 1.7% (up from 0.7% in 1H 2021). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Franck Moison was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 05Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Revenue: €422.9m (up 46% from FY 2020). Net income: €2.00m (up €8.88m from FY 2020). Profit margin: 0.5% (up from net loss in FY 2020). Revenue exceeded analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 38%, compared to a 24% growth forecast for the industry in Germany.
お知らせ • Jan 06SES-imagotag Société Anonyme (ENXTPA:SESL) acquired remaining unknown stake in Market Hub Technologies Limited.SES-imagotag Société Anonyme (ENXTPA:SESL) acquired remaining unknown stake in Market Hub Technologies Limited on January 5, 2021. Post completion SES-imagotag Société Anonyme will hold 100% stake in Market Hub Technologies Limited. Founder Roy Horgan will join the SES-imagotag global executive team as Group SEVP of Strategy, Marketing and Communications. SES-imagotag has held a majority holding in the Irish retail analytics start-up since 2019 and is delighted to announce the 100% acquisition of the remaining shares of MarketHub with immediate effect. SES-imagotag Société Anonyme (ENXTPA:SESL) completed the acquisition of remaining unknown stake in Market Hub Technologies Limited on January 5, 2021.
Reported Earnings • Sep 09First half 2021 earnings releasedThe company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €202.8m (up 71% from 1H 2020). Net income: €1.00m (up €10.3m from 1H 2020). Profit margin: 0.5% (up from net loss in 1H 2020). The move to profitability was driven by higher revenue.
Reported Earnings • Apr 04Full year 2020 earnings releasedThe company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2020 results: Revenue: €290.3m (up 17% from FY 2019). Net loss: €7.60m (loss narrowed 39% from FY 2019).
Is New 90 Day High Low • Feb 09New 90-day high: €45.00The company is up 73% from its price of €26.00 on 10 November 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €31.46 per share.
Is New 90 Day High Low • Jan 14New 90-day high: €40.95The company is up 82% from its price of €22.55 on 16 October 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.15 per share.
お知らせ • Jan 06SES-imagotag Société Anonyme, Annual General Meeting, Jun 16, 2021SES-imagotag Société Anonyme, Annual General Meeting, Jun 16, 2021.
Is New 90 Day High Low • Dec 31New 90-day high: €38.20The company is up 85% from its price of €20.70 on 02 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic 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 €0.14 per share.
Is New 90 Day High Low • Dec 10New 90-day high: €27.20The company is up 16% from its price of €23.35 on 11 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.
Is New 90 Day High Low • Nov 10New 90-day high: €26.70The company is up 4.0% from its price of €25.60 on 11 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 Electronic industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.
Is New 90 Day High Low • Sep 29New 90-day low: €21.15The company is down 6.0% from its price of €22.50 on 30 June 2020. The German market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.62 per share.
Reported Earnings • Sep 26First half earnings releasedOver the last 12 months the company has reported total losses of €17.4m, with losses widening by 180% from the prior year. Total revenue was €244.6m over the last 12 months, up 7.2% from the prior year.
お知らせ • Sep 25SES-imagotag (ENXTPA:SESL) signed a memorandum of understanding to acquire Pervasive Displays Inc. for €32.7 million.SES-imagotag (ENXTPA:SESL) signed a memorandum of understanding to acquire Pervasive Displays Inc. for €32.7 million in cash and stock on September 19, 2016. SES-imagotag will acquire 15.04 million. As consideration, SES-imagotag will pay an upfront consideration in 0.79 million SES-imagotag shares and in €3.28 million cash, together with a contingent earn-out payment of €12 million cash in two years based on performance. The deal is subject to regulatory clearance by Taiwan authorities and shareholder approval of SES-imagotag and Pervasive Displays. SES-imagotag signed a final contract to acquire Pervasive Displays Inc. on October 3, 2016. Pervasive Displays had revenue of €26.75 million ($30 million) for 2015. The transaction is subject to approval of the general meeting of shareholders of SES-imagotag, and of competent authorities. Shareholders of SES-imagotag approved the transaction on November 30, 2016. Taiwanese authorities approved the transaction on February 2, 2017. All conditions were satisfied on February 16, 2017. The deal is expected to close by 2017. Marc Willaume and Tristan Roquet Montégon of NewCap acted as Investors Relations & Financial Communication advisor for SES-imagotag. Olivia Lê Horovitz, Ian Liao, Jacqueline Fu, Sidney Lichtenstein and Richard Hsu of K&L Gates LLP acted as legal advisor to Pervasive Displays Inc. The currency conversion has been done through oanda.com.