View Financial HealthChorus 配当と自社株買い配当金 基準チェック /46Chorus配当を支払う会社であり、現在の利回りは5.82%です。主要情報5.8%配当利回り0%バイバック利回り総株主利回り5.8%将来の配当利回り6.4%配当成長13.8%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向1,365%最近の配当と自社株買いの更新Upcoming Dividend • Mar 11Upcoming dividend of NZ$0.24 per shareEligible shareholders must have bought the stock before 16 March 2026. Payment date: 14 April 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 6.3%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.4%).Declared Dividend • Feb 25First half dividend of NZ$0.24 announcedShareholders will receive a dividend of NZ$0.24. Ex-date: 16th March 2026 Payment date: 14th April 2026 Dividend yield will be 9.1%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 13x earnings) nor is it covered by cash flows (161% cash payout ratio). The dividend has increased by an average of 14% 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. The company's earnings per share (EPS) would need to grow by 1,417% to bring the payout ratio under control. EPS is expected to grow by 135% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Declared Dividend • Aug 27Final dividend of NZ$0.34 announcedShareholders will receive a dividend of NZ$0.34. Ex-date: 15th September 2025 Payment date: 17th October 2025 Dividend yield will be 9.6%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 62x earnings) nor is it covered by cash flows (163% cash payout ratio). The dividend has increased by an average of 14% 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. The company's earnings per share (EPS) would need to grow by 6,848% to bring the payout ratio under control. EPS is expected to grow by 131% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Declared Dividend • Feb 27First half dividend of NZ$0.23 announcedShareholders will receive a dividend of NZ$0.23. Ex-date: 17th March 2025 Payment date: 15th April 2025 Dividend yield will be 8.4%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. The dividend is also not covered by cash flows (166% cash payout ratio). The dividend has increased by an average of 15% per year over the past 9 years and payments have been stable during that time.お知らせ • Feb 24Chorus Limited Declares an Interim Dividend in Respect of the Six-Month Period Ended 31 December 2024, Payable on 15 April 2025Chorus Limited declared an interim dividend in respect of the six-month period ended 31 December 2024. The total amount of the dividend is $100 million, which represents an unimputed dividend of 23 cents per ordinary share. Record Date is 18 March 2025. Dividend Payment Date is 15 April 2025.お知らせ • Aug 28+ 1 more updateChorus Limited Announces Cash Dividend for the Six Months Ended June 30, 2024, Payable on October 8, 2024Chorus Limited will pay a dividend of NZD 0.28500000 on CNU - ORDINARY FULLY PAID FOREIGN EXEMPT NZX security for the six month ended June 30, 2024. Record date is September 17, 2024. Ex-date is September 16, 2024. Payment date is October 8, 2024.すべての更新を表示Recent updatesUpcoming Dividend • Mar 11Upcoming dividend of NZ$0.24 per shareEligible shareholders must have bought the stock before 16 March 2026. Payment date: 14 April 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 6.3%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.4%).Declared Dividend • Feb 25First half dividend of NZ$0.24 announcedShareholders will receive a dividend of NZ$0.24. Ex-date: 16th March 2026 Payment date: 14th April 2026 Dividend yield will be 9.1%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 13x earnings) nor is it covered by cash flows (161% cash payout ratio). The dividend has increased by an average of 14% 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. The company's earnings per share (EPS) would need to grow by 1,417% to bring the payout ratio under control. EPS is expected to grow by 135% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Feb 23First half 2026 earnings released: EPS: NZ$0.03 (vs NZ$0.02 loss in 1H 2025)First half 2026 results: EPS: NZ$0.03 (up from NZ$0.02 loss in 1H 2025). Revenue: NZ$506.0m (up 1.2% from 1H 2025). Net income: NZ$15.0m (up NZ$20.0m from 1H 2025). Profit margin: 3.0% (up from net loss in 1H 2025). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • Dec 09Chorus Limited to Report First Half, 2026 Results on Feb 23, 2026Chorus Limited announced that they will report first half, 2026 results on Feb 23, 2026Board Change • Nov 01Insufficient 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. 4 experienced directors. 2 highly experienced directors. Independent Director Neal Barclay was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Declared Dividend • Aug 27Final dividend of NZ$0.34 announcedShareholders will receive a dividend of NZ$0.34. Ex-date: 15th September 2025 Payment date: 17th October 2025 Dividend yield will be 9.6%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 62x earnings) nor is it covered by cash flows (163% cash payout ratio). The dividend has increased by an average of 14% 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. The company's earnings per share (EPS) would need to grow by 6,848% to bring the payout ratio under control. EPS is expected to grow by 131% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Aug 27Full year 2025 earnings released: EPS: NZ$0.009 (vs NZ$0.021 loss in FY 2024)Full year 2025 results: EPS: NZ$0.009 (up from NZ$0.021 loss in FY 2024). Revenue: NZ$1.01b (flat on FY 2024). Net income: NZ$4.00m (up NZ$13.0m from FY 2024). Profit margin: 0.4% (up from net loss in FY 2024). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance.お知らせ • Aug 25Chorus Limited, Annual General Meeting, Nov 05, 2025Chorus Limited, Annual General Meeting, Nov 05, 2025.お知らせ • Jul 10Chorus Limited to Report Fiscal Year 2025 Results on Aug 25, 2025Chorus Limited announced that they will report fiscal year 2025 results on Aug 25, 2025Declared Dividend • Feb 27First half dividend of NZ$0.23 announcedShareholders will receive a dividend of NZ$0.23. Ex-date: 17th March 2025 Payment date: 15th April 2025 Dividend yield will be 8.4%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. The dividend is also not covered by cash flows (166% cash payout ratio). The dividend has increased by an average of 15% per year over the past 9 years and payments have been stable during that time.Reported Earnings • Feb 25First half 2025 earnings released: NZ$0.02 loss per share (vs NZ$0.02 profit in 1H 2024)First half 2025 results: NZ$0.02 loss per share (down from NZ$0.02 profit in 1H 2024). Revenue: NZ$500.0m (flat on 1H 2024). Net loss: NZ$5.00m (down 200% from profit in 1H 2024). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.お知らせ • Feb 24Chorus Limited Declares an Interim Dividend in Respect of the Six-Month Period Ended 31 December 2024, Payable on 15 April 2025Chorus Limited declared an interim dividend in respect of the six-month period ended 31 December 2024. The total amount of the dividend is $100 million, which represents an unimputed dividend of 23 cents per ordinary share. Record Date is 18 March 2025. Dividend Payment Date is 15 April 2025.お知らせ • Dec 20Chorus Limited to Report First Half, 2025 Results on Feb 24, 2025Chorus Limited announced that they will report first half, 2025 results on Feb 24, 2025お知らせ • Sep 20Chorus Appoints Drew Davies as Chief Operating Officer, Effective October 14, 2024Chorus announced that Drew Davies has been appointed to the role of chief operating officer from 14 October 2024, filling the role left vacant when Mark Aue was appointed Chorus CEO in April this year. As COO, Davies will have responsibility for all financial functions along with strategy, brand and marketing, customer experience and customer engagement. He has more than 30 years' global experience in telecommunications, holding executive roles with 2degrees, multinational mobile telecommunications company Trilogy Partners and senior financial and operational roles with T-Mobile in the United States.お知らせ • Aug 28+ 1 more updateChorus Limited Announces Cash Dividend for the Six Months Ended June 30, 2024, Payable on October 8, 2024Chorus Limited will pay a dividend of NZD 0.28500000 on CNU - ORDINARY FULLY PAID FOREIGN EXEMPT NZX security for the six month ended June 30, 2024. Record date is September 17, 2024. Ex-date is September 16, 2024. Payment date is October 8, 2024.お知らせ • Aug 26Chorus Limited, Annual General Meeting, Oct 24, 2024Chorus Limited, Annual General Meeting, Oct 24, 2024.お知らせ • Jul 09Chorus Limited to Report Fiscal Year 2024 Results on Aug 26, 2024Chorus Limited announced that they will report fiscal year 2024 results Pre-Market on Aug 26, 2024Declared Dividend • Mar 01First half dividend of NZ$0.19 announcedShareholders will receive a dividend of NZ$0.19. Ex-date: 18th March 2024 Payment date: 16th April 2024 Dividend yield will be 7.2%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 9x earnings) nor is it covered by cash flows (dividend approximately 18x free cash flows). The dividend has increased by an average of 4.4% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 972% to bring the payout ratio under control. EPS is expected to grow by 145% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Feb 29First half 2024 earnings released: EPS: NZ$0.02 (vs NZ$0.04 in 1H 2023)First half 2024 results: EPS: NZ$0.02 (down from NZ$0.04 in 1H 2023). Revenue: NZ$503.0m (up 3.3% from 1H 2023). Net income: NZ$5.00m (down 44% from 1H 2023). Profit margin: 1.0% (down from 1.8% in 1H 2023). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Telecom 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 1% per year, which means it has not declined as severely as earnings.お知らせ • Feb 28Chorus Limited Announces CEO Changes, Effective 15 April 2024Chorus announced that its current COO Mark Aue has been appointed as CEO from 15 April 2024, following JB Rousselot's decision to step down from the role. Aue joined Chorus in April 2023, having been most recently the CEO of 2Degrees and, before this, the CFO of Vodafone NZ (now One NZ).お知らせ • Dec 12Chorus Limited to Report First Half, 2024 Results on Feb 27, 2024Chorus Limited announced that they will report first half, 2024 results on Feb 27, 2024Upcoming Dividend • Sep 04Upcoming dividend of NZ$0.26 per share at 6.0% yieldEligible shareholders must have bought the stock before 11 September 2023. Payment date: 10 October 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 6.0%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (3.1%).お知らせ • Aug 29Chorus Limited Announces Executive ChangesChorus Limited announced that Mark Aue (former CEO of 2Degrees) who recently joined Chorus as Chief Financial Officer, will be responsible for a broader Chief Operating Officer team including Finance, Brand and Marketing, Strategy, and Customer engagement. Katrina Smidt will join the Executive team as Deputy CFO, reporting to Mark. Marcus Wofinden will lead the reshaped Network Operations team to better serve customers and the three value streams. Marcus has been a critical member of Chorus' customer and network operations team for 17 years and was most recently responsible for Chorus' Fibre Connect team. As previously announced, Jo Mataira is Chorus' new Chief People Officer. Jo has played a key role developing Chorus' People and Culture team over the last 8 years, most recently as Head of People Experience. Finally, Kristel McMeekin has been appointed General Counsel and Julian Kersey Chief Corporate and Regulatory Officer. They are both highly valued members of Elaine Campbell's current senior leadership team. The new operating model and the Executive team appointments, become effective in Second Quarter of FY24.Reported Earnings • Aug 25Full year 2023 earnings released: EPS: NZ$0.056 (vs NZ$0.14 in FY 2022)Full year 2023 results: EPS: NZ$0.056 (down from NZ$0.14 in FY 2022). Revenue: NZ$980.0m (up 1.6% from FY 2022). Net income: NZ$25.0m (down 61% from FY 2022). Profit margin: 2.6% (down from 6.6% in FY 2022). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.お知らせ • Aug 22Chorus Limited Announces Final Dividend for the Six Months Ended June 30, 2023, Payable on October 10, 2023; Provides Dividend Guidance for 2024Chorus Limited will pay a final dividend of 25.5 cents per share on CNU - ORDINARY FULLY PAID FOREIGN EXEMPT NZX security for the six month ended June 30, 2023. Record date is September 12, 2023. Ex-date is September 11, 2023. Payment date is October 10, 2023.For the fiscal year 2024, the company provided dividend guidance subject to no material changes. For the period, the company expects to pay dividend of 47.5 cents per share, unimputed.お知らせ • Aug 05Chorus Limited, Annual General Meeting, Nov 08, 2023Chorus Limited, Annual General Meeting, Nov 08, 2023, at 14:00 NZST - New Zealand Standard.お知らせ • Jul 13Chorus Limited to Report Fiscal Year 2023 Results on Aug 21, 2023Chorus Limited announced that they will report fiscal year 2023 results on Aug 21, 2023Recent Insider Transactions • May 27Chief Technology Officer recently sold €59k worth of stockOn the 24th of May, Ewen Powell sold around 13k shares on-market at roughly €4.70 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €688k more than they sold in the last 12 months.お知らせ • May 23Chorus Limited Announces Executive ChangesChorus announced that it will be migrating to a new operating model to better execute its strategy, reflect its new regulatory framework, and respond to a changing market environment. The new operating model will cover the introduction of new capabilities, tools, and ways of working with the intention of keeping the organisation at pace with leading practices and allowing it to be more focused on end-to-end delivery of key initiatives. The new operating model will include migrating to a new organisational structure to become effective in Second Quarter of FY24. This structure includes the introduction of three end- to-end value streams of Access (focusing on fibre broadband to homes and businesses), Infrastructure (leveraging Chorus assets to generate new revenues) and Fibre Frontier (focusing on rural and regional strategy). These will be led by Executive GMs that will be part of the Executive Team led by Chief Executive JB Rousselot. Other executive roles will continue to hold accountabilities for Technology, Network Operations, People and Culture, Finance, Legal, Regulatory and Stakeholder Engagement. Accountabilities for Strategy, Enterprise performance and for CX, Customer Engagement and Brand & Marketing will be combined with Finance accountabilities under an expanded role of Chief Operating Officer to be held by current Chief Financial Officer Mark Aue. Mr. Rousselot said the new operating model reflects that Chorus is entering a new phase of its evolution. Under the new structure the current roles held by Executive members Andrew Carroll (GM Customer & Network Operations) and Ed Hyde (Chief Customer Officer) are being disestablished, and both have elected not to pursue new roles created in the new Operating Model. Mr. Carroll and Mr. Hyde will continue to be part of the Chorus team while a transition plan is developed. Chorus Limited has announced that Jo Mataira, the current Head of People Experience at Chorus, will be appointed as Chief People Officer, succeeding Shaun Philp, who will be departing for a new role. Additionally, Katrina Smidt, Deputy Chief Financial Officer, will join the Executive team as part of the company's new organisational structure.Upcoming Dividend • Mar 06Upcoming dividend of NZ$0.17 per share at 4.3% yieldEligible shareholders must have bought the stock before 13 March 2023. Payment date: 11 April 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.3%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.3%).Recent Insider Transactions • Feb 26Independent Director recently bought €70k worth of stockOn the 21st of February, Will Irving bought around 15k shares on-market at roughly €4.66 per share. This transaction increased Will's direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €725k more in shares than they have sold in the last 12 months.Reported Earnings • Feb 22First half 2023 earnings released: EPS: NZ$0.02 (vs NZ$0.09 in 1H 2022)First half 2023 results: EPS: NZ$0.02 (down from NZ$0.09 in 1H 2022). Revenue: NZ$487.0m (up 1.5% from 1H 2022). Net income: NZ$9.00m (down 79% from 1H 2022). Profit margin: 1.8% (down from 8.8% in 1H 2022). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.お知らせ • Feb 20Chorus Limited Declares Dividend for the Six Months Ended Dec. 31, 2022, Payable on April 11, 2023Chorus Limited declares dividend for the six months of NZD 0.17000000 for the six months ended Dec. 31, 2022, payable on April 11, 2023. Record Date is March 14, 2023 and Ex Date is March 13, 2023.Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improved over the past weekAfter last week's 20% share price gain to €5.15, the stock trades at a forward P/E ratio of 61x. Average forward P/E is 14x in the Telecom industry in Germany. Total returns to shareholders of 56% over the past three years.お知らせ • Dec 15Chorus Limited to Report First Half, 2023 Results on Feb 20, 2023Chorus Limited announced that they will report first half, 2023 results on Feb 20, 2023Upcoming Dividend • Sep 05Upcoming dividend of NZ$0.21 per shareEligible shareholders must have bought the stock before 12 September 2022. Payment date: 11 October 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.4%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (3.5%).Reported Earnings • Aug 22Full year 2022 earnings releasedFull year 2022 results: Revenue: NZ$965.0m (up 1.9% from FY 2021). Net income: NZ$64.0m (up 36% from FY 2021). Profit margin: 6.6% (up from 5.0% in FY 2021). Over the next year, revenue is forecast to stay flat compared to a 2.0% growth forecast for the Telecom industry in Germany.Upcoming Dividend • Mar 08Upcoming dividend of NZ$0.16 per shareEligible shareholders must have bought the stock before 14 March 2022. Payment date: 12 April 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (3.5%). Lower than average of industry peers (4.0%).Recent Insider Transactions • Feb 26Insider recently sold €69k worth of stockOn the 23rd of February, Andrew Carroll sold around 15k shares on-market at roughly €4.62 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €98k more than they sold in the last 12 months.Reported Earnings • Feb 22First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: NZ$0.09 (up from NZ$0.06 in 1H 2021). Revenue: NZ$477.0m (flat on 1H 2021). Net income: NZ$42.0m (up 56% from 1H 2021). Profit margin: 8.8% (up from 5.6% in 1H 2021). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to stay flat compared to a 2.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Reported Earnings • Aug 24Full year 2021 earnings released: EPS NZ$0.10 (vs NZ$0.12 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: NZ$947.0m (down 1.3% from FY 2020). Net income: NZ$47.0m (down 9.6% from FY 2020). Profit margin: 5.0% (down from 5.4% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improved over the past weekAfter last week's 16% share price gain to NZ$4.14, the stock trades at a forward P/E ratio of 66x. Average forward P/E is 18x in the Telecom industry in Europe. Total returns to shareholders of 92% over the past three years.Recent Insider Transactions • Apr 09Independent Director recently bought €73k worth of stockOn the 7th of April, Prudence Flacks bought around 19k shares on-market at roughly €3.88 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €175k more in shares than they have sold in the last 12 months.Upcoming Dividend • Mar 09Upcoming Dividend of NZ$0.12 Per ShareWill be paid on the 13th of April to those who are registered shareholders by the 15th of March. The trailing yield of 3.0% is below the top quartile of German dividend payers (3.3%), and is lower than industry peers (4.8%).Reported Earnings • Feb 23First half 2021 earnings released: EPS NZ$0.05 (vs NZ$0.07 in 1H 2020)The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: NZ$473.0m (down 1.5% from 1H 2020). Net income: NZ$24.0m (down 23% from 1H 2020). Profit margin: 5.1% (down from 6.5% in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.Recent Insider Transactions • Dec 17Independent Chairman recently bought €46k worth of stockOn the 11th of December, Patrick Strange bought around 10k shares on-market at roughly €4.65 per share. This was the largest purchase by an insider in the last 3 months. This was Patrick's only on-market trade for the last 12 months.Is New 90 Day High Low • Dec 07New 90-day low: €4.54The company is down 8.0% from its price of €4.96 on 08 September 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.11 per share.Recent Insider Transactions • Oct 04Insider recently sold €48k worth of stockOn the 29th of September, Andrew Carroll sold around 10k shares on-market at roughly €4.75 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €134k more than they bought in the last 12 months.決済の安定と成長配当データの取得安定した配当: 7CHの1株当たり配当金は過去10年間安定しています。増加する配当: 7CHの配当金は過去10年間にわたって増加しています。配当利回り対市場Chorus 配当利回り対市場7CH 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 (7CH)5.8%市場下位25% (DE)1.5%市場トップ25% (DE)4.6%業界平均 (Telecom)4.3%アナリスト予想 (7CH) (最長3年)6.4%注目すべき配当: 7CHの配当金 ( 5.82% ) はGerman市場の配当金支払者の下位 25% ( 1.48% ) よりも高くなっています。高配当: 7CHの配当金 ( 5.82% ) はGerman市場 ( 4.58% ) の配当支払者の中で上位 25% に入っています。株主への利益配当収益カバレッジ: 7CHは高い 配当性向 ( 1365% ) のため、配当金の支払いは利益によって十分にカバーされていません。株主配当金キャッシュフローカバレッジ: 7CHは高い 現金配当性向 ( 156.7% ) のため、配当金の支払いはキャッシュフローで十分にカバーされていません。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 03:00終値2026/05/07 00:00収益2025/12/31年間収益2025/06/30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Chorus Limited 7 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。12 アナリスト機関Ian MartinCGS InternationalRoger SamuelCLSAGeoff ZameDeutsche Bank9 その他のアナリストを表示
Upcoming Dividend • Mar 11Upcoming dividend of NZ$0.24 per shareEligible shareholders must have bought the stock before 16 March 2026. Payment date: 14 April 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 6.3%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.4%).
Declared Dividend • Feb 25First half dividend of NZ$0.24 announcedShareholders will receive a dividend of NZ$0.24. Ex-date: 16th March 2026 Payment date: 14th April 2026 Dividend yield will be 9.1%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 13x earnings) nor is it covered by cash flows (161% cash payout ratio). The dividend has increased by an average of 14% 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. The company's earnings per share (EPS) would need to grow by 1,417% to bring the payout ratio under control. EPS is expected to grow by 135% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Declared Dividend • Aug 27Final dividend of NZ$0.34 announcedShareholders will receive a dividend of NZ$0.34. Ex-date: 15th September 2025 Payment date: 17th October 2025 Dividend yield will be 9.6%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 62x earnings) nor is it covered by cash flows (163% cash payout ratio). The dividend has increased by an average of 14% 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. The company's earnings per share (EPS) would need to grow by 6,848% to bring the payout ratio under control. EPS is expected to grow by 131% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Declared Dividend • Feb 27First half dividend of NZ$0.23 announcedShareholders will receive a dividend of NZ$0.23. Ex-date: 17th March 2025 Payment date: 15th April 2025 Dividend yield will be 8.4%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. The dividend is also not covered by cash flows (166% cash payout ratio). The dividend has increased by an average of 15% per year over the past 9 years and payments have been stable during that time.
お知らせ • Feb 24Chorus Limited Declares an Interim Dividend in Respect of the Six-Month Period Ended 31 December 2024, Payable on 15 April 2025Chorus Limited declared an interim dividend in respect of the six-month period ended 31 December 2024. The total amount of the dividend is $100 million, which represents an unimputed dividend of 23 cents per ordinary share. Record Date is 18 March 2025. Dividend Payment Date is 15 April 2025.
お知らせ • Aug 28+ 1 more updateChorus Limited Announces Cash Dividend for the Six Months Ended June 30, 2024, Payable on October 8, 2024Chorus Limited will pay a dividend of NZD 0.28500000 on CNU - ORDINARY FULLY PAID FOREIGN EXEMPT NZX security for the six month ended June 30, 2024. Record date is September 17, 2024. Ex-date is September 16, 2024. Payment date is October 8, 2024.
Upcoming Dividend • Mar 11Upcoming dividend of NZ$0.24 per shareEligible shareholders must have bought the stock before 16 March 2026. Payment date: 14 April 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 6.3%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.4%).
Declared Dividend • Feb 25First half dividend of NZ$0.24 announcedShareholders will receive a dividend of NZ$0.24. Ex-date: 16th March 2026 Payment date: 14th April 2026 Dividend yield will be 9.1%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 13x earnings) nor is it covered by cash flows (161% cash payout ratio). The dividend has increased by an average of 14% 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. The company's earnings per share (EPS) would need to grow by 1,417% to bring the payout ratio under control. EPS is expected to grow by 135% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Feb 23First half 2026 earnings released: EPS: NZ$0.03 (vs NZ$0.02 loss in 1H 2025)First half 2026 results: EPS: NZ$0.03 (up from NZ$0.02 loss in 1H 2025). Revenue: NZ$506.0m (up 1.2% from 1H 2025). Net income: NZ$15.0m (up NZ$20.0m from 1H 2025). Profit margin: 3.0% (up from net loss in 1H 2025). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • Dec 09Chorus Limited to Report First Half, 2026 Results on Feb 23, 2026Chorus Limited announced that they will report first half, 2026 results on Feb 23, 2026
Board Change • Nov 01Insufficient 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. 4 experienced directors. 2 highly experienced directors. Independent Director Neal Barclay was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Declared Dividend • Aug 27Final dividend of NZ$0.34 announcedShareholders will receive a dividend of NZ$0.34. Ex-date: 15th September 2025 Payment date: 17th October 2025 Dividend yield will be 9.6%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 62x earnings) nor is it covered by cash flows (163% cash payout ratio). The dividend has increased by an average of 14% 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. The company's earnings per share (EPS) would need to grow by 6,848% to bring the payout ratio under control. EPS is expected to grow by 131% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Aug 27Full year 2025 earnings released: EPS: NZ$0.009 (vs NZ$0.021 loss in FY 2024)Full year 2025 results: EPS: NZ$0.009 (up from NZ$0.021 loss in FY 2024). Revenue: NZ$1.01b (flat on FY 2024). Net income: NZ$4.00m (up NZ$13.0m from FY 2024). Profit margin: 0.4% (up from net loss in FY 2024). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 25Chorus Limited, Annual General Meeting, Nov 05, 2025Chorus Limited, Annual General Meeting, Nov 05, 2025.
お知らせ • Jul 10Chorus Limited to Report Fiscal Year 2025 Results on Aug 25, 2025Chorus Limited announced that they will report fiscal year 2025 results on Aug 25, 2025
Declared Dividend • Feb 27First half dividend of NZ$0.23 announcedShareholders will receive a dividend of NZ$0.23. Ex-date: 17th March 2025 Payment date: 15th April 2025 Dividend yield will be 8.4%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. The dividend is also not covered by cash flows (166% cash payout ratio). The dividend has increased by an average of 15% per year over the past 9 years and payments have been stable during that time.
Reported Earnings • Feb 25First half 2025 earnings released: NZ$0.02 loss per share (vs NZ$0.02 profit in 1H 2024)First half 2025 results: NZ$0.02 loss per share (down from NZ$0.02 profit in 1H 2024). Revenue: NZ$500.0m (flat on 1H 2024). Net loss: NZ$5.00m (down 200% from profit in 1H 2024). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 24Chorus Limited Declares an Interim Dividend in Respect of the Six-Month Period Ended 31 December 2024, Payable on 15 April 2025Chorus Limited declared an interim dividend in respect of the six-month period ended 31 December 2024. The total amount of the dividend is $100 million, which represents an unimputed dividend of 23 cents per ordinary share. Record Date is 18 March 2025. Dividend Payment Date is 15 April 2025.
お知らせ • Dec 20Chorus Limited to Report First Half, 2025 Results on Feb 24, 2025Chorus Limited announced that they will report first half, 2025 results on Feb 24, 2025
お知らせ • Sep 20Chorus Appoints Drew Davies as Chief Operating Officer, Effective October 14, 2024Chorus announced that Drew Davies has been appointed to the role of chief operating officer from 14 October 2024, filling the role left vacant when Mark Aue was appointed Chorus CEO in April this year. As COO, Davies will have responsibility for all financial functions along with strategy, brand and marketing, customer experience and customer engagement. He has more than 30 years' global experience in telecommunications, holding executive roles with 2degrees, multinational mobile telecommunications company Trilogy Partners and senior financial and operational roles with T-Mobile in the United States.
お知らせ • Aug 28+ 1 more updateChorus Limited Announces Cash Dividend for the Six Months Ended June 30, 2024, Payable on October 8, 2024Chorus Limited will pay a dividend of NZD 0.28500000 on CNU - ORDINARY FULLY PAID FOREIGN EXEMPT NZX security for the six month ended June 30, 2024. Record date is September 17, 2024. Ex-date is September 16, 2024. Payment date is October 8, 2024.
お知らせ • Aug 26Chorus Limited, Annual General Meeting, Oct 24, 2024Chorus Limited, Annual General Meeting, Oct 24, 2024.
お知らせ • Jul 09Chorus Limited to Report Fiscal Year 2024 Results on Aug 26, 2024Chorus Limited announced that they will report fiscal year 2024 results Pre-Market on Aug 26, 2024
Declared Dividend • Mar 01First half dividend of NZ$0.19 announcedShareholders will receive a dividend of NZ$0.19. Ex-date: 18th March 2024 Payment date: 16th April 2024 Dividend yield will be 7.2%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 9x earnings) nor is it covered by cash flows (dividend approximately 18x free cash flows). The dividend has increased by an average of 4.4% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 972% to bring the payout ratio under control. EPS is expected to grow by 145% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Feb 29First half 2024 earnings released: EPS: NZ$0.02 (vs NZ$0.04 in 1H 2023)First half 2024 results: EPS: NZ$0.02 (down from NZ$0.04 in 1H 2023). Revenue: NZ$503.0m (up 3.3% from 1H 2023). Net income: NZ$5.00m (down 44% from 1H 2023). Profit margin: 1.0% (down from 1.8% in 1H 2023). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Telecom 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 1% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 28Chorus Limited Announces CEO Changes, Effective 15 April 2024Chorus announced that its current COO Mark Aue has been appointed as CEO from 15 April 2024, following JB Rousselot's decision to step down from the role. Aue joined Chorus in April 2023, having been most recently the CEO of 2Degrees and, before this, the CFO of Vodafone NZ (now One NZ).
お知らせ • Dec 12Chorus Limited to Report First Half, 2024 Results on Feb 27, 2024Chorus Limited announced that they will report first half, 2024 results on Feb 27, 2024
Upcoming Dividend • Sep 04Upcoming dividend of NZ$0.26 per share at 6.0% yieldEligible shareholders must have bought the stock before 11 September 2023. Payment date: 10 October 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 6.0%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (3.1%).
お知らせ • Aug 29Chorus Limited Announces Executive ChangesChorus Limited announced that Mark Aue (former CEO of 2Degrees) who recently joined Chorus as Chief Financial Officer, will be responsible for a broader Chief Operating Officer team including Finance, Brand and Marketing, Strategy, and Customer engagement. Katrina Smidt will join the Executive team as Deputy CFO, reporting to Mark. Marcus Wofinden will lead the reshaped Network Operations team to better serve customers and the three value streams. Marcus has been a critical member of Chorus' customer and network operations team for 17 years and was most recently responsible for Chorus' Fibre Connect team. As previously announced, Jo Mataira is Chorus' new Chief People Officer. Jo has played a key role developing Chorus' People and Culture team over the last 8 years, most recently as Head of People Experience. Finally, Kristel McMeekin has been appointed General Counsel and Julian Kersey Chief Corporate and Regulatory Officer. They are both highly valued members of Elaine Campbell's current senior leadership team. The new operating model and the Executive team appointments, become effective in Second Quarter of FY24.
Reported Earnings • Aug 25Full year 2023 earnings released: EPS: NZ$0.056 (vs NZ$0.14 in FY 2022)Full year 2023 results: EPS: NZ$0.056 (down from NZ$0.14 in FY 2022). Revenue: NZ$980.0m (up 1.6% from FY 2022). Net income: NZ$25.0m (down 61% from FY 2022). Profit margin: 2.6% (down from 6.6% in FY 2022). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 22Chorus Limited Announces Final Dividend for the Six Months Ended June 30, 2023, Payable on October 10, 2023; Provides Dividend Guidance for 2024Chorus Limited will pay a final dividend of 25.5 cents per share on CNU - ORDINARY FULLY PAID FOREIGN EXEMPT NZX security for the six month ended June 30, 2023. Record date is September 12, 2023. Ex-date is September 11, 2023. Payment date is October 10, 2023.For the fiscal year 2024, the company provided dividend guidance subject to no material changes. For the period, the company expects to pay dividend of 47.5 cents per share, unimputed.
お知らせ • Aug 05Chorus Limited, Annual General Meeting, Nov 08, 2023Chorus Limited, Annual General Meeting, Nov 08, 2023, at 14:00 NZST - New Zealand Standard.
お知らせ • Jul 13Chorus Limited to Report Fiscal Year 2023 Results on Aug 21, 2023Chorus Limited announced that they will report fiscal year 2023 results on Aug 21, 2023
Recent Insider Transactions • May 27Chief Technology Officer recently sold €59k worth of stockOn the 24th of May, Ewen Powell sold around 13k shares on-market at roughly €4.70 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €688k more than they sold in the last 12 months.
お知らせ • May 23Chorus Limited Announces Executive ChangesChorus announced that it will be migrating to a new operating model to better execute its strategy, reflect its new regulatory framework, and respond to a changing market environment. The new operating model will cover the introduction of new capabilities, tools, and ways of working with the intention of keeping the organisation at pace with leading practices and allowing it to be more focused on end-to-end delivery of key initiatives. The new operating model will include migrating to a new organisational structure to become effective in Second Quarter of FY24. This structure includes the introduction of three end- to-end value streams of Access (focusing on fibre broadband to homes and businesses), Infrastructure (leveraging Chorus assets to generate new revenues) and Fibre Frontier (focusing on rural and regional strategy). These will be led by Executive GMs that will be part of the Executive Team led by Chief Executive JB Rousselot. Other executive roles will continue to hold accountabilities for Technology, Network Operations, People and Culture, Finance, Legal, Regulatory and Stakeholder Engagement. Accountabilities for Strategy, Enterprise performance and for CX, Customer Engagement and Brand & Marketing will be combined with Finance accountabilities under an expanded role of Chief Operating Officer to be held by current Chief Financial Officer Mark Aue. Mr. Rousselot said the new operating model reflects that Chorus is entering a new phase of its evolution. Under the new structure the current roles held by Executive members Andrew Carroll (GM Customer & Network Operations) and Ed Hyde (Chief Customer Officer) are being disestablished, and both have elected not to pursue new roles created in the new Operating Model. Mr. Carroll and Mr. Hyde will continue to be part of the Chorus team while a transition plan is developed. Chorus Limited has announced that Jo Mataira, the current Head of People Experience at Chorus, will be appointed as Chief People Officer, succeeding Shaun Philp, who will be departing for a new role. Additionally, Katrina Smidt, Deputy Chief Financial Officer, will join the Executive team as part of the company's new organisational structure.
Upcoming Dividend • Mar 06Upcoming dividend of NZ$0.17 per share at 4.3% yieldEligible shareholders must have bought the stock before 13 March 2023. Payment date: 11 April 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.3%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.3%).
Recent Insider Transactions • Feb 26Independent Director recently bought €70k worth of stockOn the 21st of February, Will Irving bought around 15k shares on-market at roughly €4.66 per share. This transaction increased Will's direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €725k more in shares than they have sold in the last 12 months.
Reported Earnings • Feb 22First half 2023 earnings released: EPS: NZ$0.02 (vs NZ$0.09 in 1H 2022)First half 2023 results: EPS: NZ$0.02 (down from NZ$0.09 in 1H 2022). Revenue: NZ$487.0m (up 1.5% from 1H 2022). Net income: NZ$9.00m (down 79% from 1H 2022). Profit margin: 1.8% (down from 8.8% in 1H 2022). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
お知らせ • Feb 20Chorus Limited Declares Dividend for the Six Months Ended Dec. 31, 2022, Payable on April 11, 2023Chorus Limited declares dividend for the six months of NZD 0.17000000 for the six months ended Dec. 31, 2022, payable on April 11, 2023. Record Date is March 14, 2023 and Ex Date is March 13, 2023.
Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improved over the past weekAfter last week's 20% share price gain to €5.15, the stock trades at a forward P/E ratio of 61x. Average forward P/E is 14x in the Telecom industry in Germany. Total returns to shareholders of 56% over the past three years.
お知らせ • Dec 15Chorus Limited to Report First Half, 2023 Results on Feb 20, 2023Chorus Limited announced that they will report first half, 2023 results on Feb 20, 2023
Upcoming Dividend • Sep 05Upcoming dividend of NZ$0.21 per shareEligible shareholders must have bought the stock before 12 September 2022. Payment date: 11 October 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.4%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (3.5%).
Reported Earnings • Aug 22Full year 2022 earnings releasedFull year 2022 results: Revenue: NZ$965.0m (up 1.9% from FY 2021). Net income: NZ$64.0m (up 36% from FY 2021). Profit margin: 6.6% (up from 5.0% in FY 2021). Over the next year, revenue is forecast to stay flat compared to a 2.0% growth forecast for the Telecom industry in Germany.
Upcoming Dividend • Mar 08Upcoming dividend of NZ$0.16 per shareEligible shareholders must have bought the stock before 14 March 2022. Payment date: 12 April 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (3.5%). Lower than average of industry peers (4.0%).
Recent Insider Transactions • Feb 26Insider recently sold €69k worth of stockOn the 23rd of February, Andrew Carroll sold around 15k shares on-market at roughly €4.62 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €98k more than they sold in the last 12 months.
Reported Earnings • Feb 22First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: NZ$0.09 (up from NZ$0.06 in 1H 2021). Revenue: NZ$477.0m (flat on 1H 2021). Net income: NZ$42.0m (up 56% from 1H 2021). Profit margin: 8.8% (up from 5.6% in 1H 2021). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to stay flat compared to a 2.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 24Full year 2021 earnings released: EPS NZ$0.10 (vs NZ$0.12 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: NZ$947.0m (down 1.3% from FY 2020). Net income: NZ$47.0m (down 9.6% from FY 2020). Profit margin: 5.0% (down from 5.4% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improved over the past weekAfter last week's 16% share price gain to NZ$4.14, the stock trades at a forward P/E ratio of 66x. Average forward P/E is 18x in the Telecom industry in Europe. Total returns to shareholders of 92% over the past three years.
Recent Insider Transactions • Apr 09Independent Director recently bought €73k worth of stockOn the 7th of April, Prudence Flacks bought around 19k shares on-market at roughly €3.88 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €175k more in shares than they have sold in the last 12 months.
Upcoming Dividend • Mar 09Upcoming Dividend of NZ$0.12 Per ShareWill be paid on the 13th of April to those who are registered shareholders by the 15th of March. The trailing yield of 3.0% is below the top quartile of German dividend payers (3.3%), and is lower than industry peers (4.8%).
Reported Earnings • Feb 23First half 2021 earnings released: EPS NZ$0.05 (vs NZ$0.07 in 1H 2020)The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: NZ$473.0m (down 1.5% from 1H 2020). Net income: NZ$24.0m (down 23% from 1H 2020). Profit margin: 5.1% (down from 6.5% in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Dec 17Independent Chairman recently bought €46k worth of stockOn the 11th of December, Patrick Strange bought around 10k shares on-market at roughly €4.65 per share. This was the largest purchase by an insider in the last 3 months. This was Patrick's only on-market trade for the last 12 months.
Is New 90 Day High Low • Dec 07New 90-day low: €4.54The company is down 8.0% from its price of €4.96 on 08 September 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.11 per share.
Recent Insider Transactions • Oct 04Insider recently sold €48k worth of stockOn the 29th of September, Andrew Carroll sold around 10k shares on-market at roughly €4.75 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €134k more than they bought in the last 12 months.