View Financial HealthTranstema Group 配当と自社株買い配当金 基準チェック /06Transtema Group配当金を支払った記録がありません。主要情報n/a配当利回り0.2%バイバック利回り総株主利回り0.2%将来の配当利回りn/a配当成長n/a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n/a最近の配当と自社株買いの更新更新なしすべての更新を表示Recent updatesBoard Change • May 21Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 2 highly experienced directors. Independent Director Anna Honner 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.お知らせ • Oct 30Transtema Group AB, Annual General Meeting, May 12, 2026Transtema Group AB, Annual General Meeting, May 12, 2026.Reported Earnings • Nov 09Third quarter 2024 earnings released: EPS: kr0.23 (vs kr0.71 in 3Q 2023)Third quarter 2024 results: EPS: kr0.23 (down from kr0.71 in 3Q 2023). Revenue: kr590.6m (down 2.1% from 3Q 2023). Net income: kr9.52m (down 68% from 3Q 2023). Profit margin: 1.6% (down from 4.9% in 3Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 2.3% 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 fallen by 35% per year, which means it is performing significantly worse than earnings.お知らせ • Nov 01Transtema Group AB, Annual General Meeting, May 08, 2025Transtema Group AB, Annual General Meeting, May 08, 2025.お知らせ • Aug 30'Transtema Group AB Appoints Jonas Rigner as Deputy CEO and Charlotta Ungerth as CIOTranstema has announced the appointment of Jonas Rigner as deputy CEO and recent addition of Charlotta Ungerth as CIO. Rigner retains his role as MD at subsidiary Transtema Network Services in combination with his new responsibilities. Ungerth has approximately ten years of experience in driving digitisation and transformation in the services sector, as well as ten years in telecoms.Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: kr0.02 (vs kr1.77 in 2Q 2023)Second quarter 2024 results: EPS: kr0.02 (down from kr1.77 in 2Q 2023). Revenue: kr609.1m (down 15% from 2Q 2023). Net income: kr935.0k (down 99% from 2Q 2023). Profit margin: 0.2% (down from 10% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.6% 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 increased by 15% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jul 12Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €1.45, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Telecom industry in Europe. Total loss to shareholders of 34% over the past three years.Valuation Update With 7 Day Price Move • Jun 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €1.10, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Telecom industry in Europe. Total loss to shareholders of 51% over the past three years.Reported Earnings • May 08First quarter 2024 earnings released: kr0.38 loss per share (vs kr1.22 profit in 1Q 2023)First quarter 2024 results: kr0.38 loss per share (down from kr1.22 profit in 1Q 2023). Revenue: kr500.4m (down 23% from 1Q 2023). Net loss: kr15.6m (down 132% from profit in 1Q 2023). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.New Risk • Mar 22New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 12% 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 Risks Earnings are forecast to decline by an average of 12% per year for the foreseeable future. High level of non-cash earnings (30% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (8.1% average weekly change). Market cap is less than US$100m (€47.8m market cap, or US$51.7m).Reported Earnings • Feb 09Full year 2023 earnings released: EPS: kr3.20 (vs kr3.22 in FY 2022)Full year 2023 results: EPS: kr3.20. Revenue: kr2.69b (up 9.6% from FY 2022). Net income: kr172.6m (up 38% from FY 2022). Profit margin: 6.4% (up from 5.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 1.5% growth forecast for the Telecom industry in Germany.Valuation Update With 7 Day Price Move • Jan 12Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €1.42, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 19x in the Telecom industry in Germany. Total loss to shareholders of 56% over the past year.Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €1.27, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 18x in the Telecom industry in Germany. Total loss to shareholders of 55% over the past year.Reported Earnings • Nov 04Third quarter 2023 earnings released: EPS: kr0.72 (vs kr0.58 in 3Q 2022)Third quarter 2023 results: EPS: kr0.72 (up from kr0.58 in 3Q 2022). Revenue: kr603.9m (down 2.2% from 3Q 2022). Net income: kr29.6m (up 31% from 3Q 2022). Profit margin: 4.9% (up from 3.7% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Telecom industry in Germany.New Risk • Aug 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 13% 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 Risks Share price has been highly volatile over the past 3 months (9.4% average weekly change). Earnings are forecast to decline by an average of 13% per year for the foreseeable future. High level of non-cash earnings (31% accrual ratio). Minor Risks Shareholders have been diluted in the past year (5.8% increase in shares outstanding). Market cap is less than US$100m (€58.1m market cap, or US$63.6m).Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: kr1.77 (vs kr0.84 in 2Q 2022)Second quarter 2023 results: EPS: kr1.77 (up from kr0.84 in 2Q 2022). Revenue: kr713.9m (up 14% from 2Q 2022). Net income: kr73.1m (up 124% from 2Q 2022). Profit margin: 10% (up from 5.2% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Telecom industry in Germany.New Risk • Jun 30New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 10% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). High level of non-cash earnings (30% accrual ratio). Minor Risks Shareholders have been diluted in the past year (5.8% increase in shares outstanding). Market cap is less than US$100m (€59.3m market cap, or US$64.7m).Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to €1.46, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 31x in the Telecom industry in Germany. Total loss to shareholders of 36% over the past year.Valuation Update With 7 Day Price Move • May 06Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to €2.22, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 24x in the Telecom industry in Germany. Total loss to shareholders of 18% over the past year.Reported Earnings • Feb 10Full year 2022 earnings released: EPS: kr3.22 (vs kr2.35 in FY 2021)Full year 2022 results: EPS: kr3.22 (up from kr2.35 in FY 2021). Revenue: kr2.47b (up 46% from FY 2021). Net income: kr125.0m (up 39% from FY 2021). Profit margin: 5.1% (down from 5.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Telecom industry in Germany.Valuation Update With 7 Day Price Move • Jan 06Investor sentiment improved over the past weekAfter last week's 16% share price gain to €3.09, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 14x in the Telecom industry in Germany. Total loss to shareholders of 26% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €3.28 per share.Buying Opportunity • Dec 16Now 23% undervaluedOver the last 90 days, the stock is up 18%. The fair value is estimated to be €3.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 24% in 2 years. Earnings is forecast to grow by 29% in the next 2 years.Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Director Linus Brandt was the last director to join the board, commencing their role in 2017. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 05Third quarter 2022 earnings released: EPS: kr0.58 (vs kr0.54 in 3Q 2021)Third quarter 2022 results: EPS: kr0.58 (up from kr0.54 in 3Q 2021). Revenue: kr617.8m (up 60% from 3Q 2021). Net income: kr22.6m (up 8.7% from 3Q 2021). Profit margin: 3.7% (down from 5.4% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Telecom industry in Germany.Valuation Update With 7 Day Price Move • Aug 12Investor sentiment improved over the past weekAfter last week's 23% share price gain to €3.17, the stock trades at a trailing P/E ratio of 18.1x. Average forward P/E is 14x in the Telecom industry in Germany. Total returns to shareholders of 13% over the past year.お知らせ • Jul 07Transtema Group AB (OM:TRANS) acquired North Projects Group Ab and North Projects Solutions Ab.Transtema Group AB (OM:TRANS) acquired North Projects Group Ab and North Projects Solutions Ab on July 5, 2022. North Projects Group and North Projects Solutions had sales of around SEK 30mn in 2021. Transtema Group AB (OM:TRANS) completed the acquisition of North Projects Group Ab and North Projects Solutions Ab on July 5, 2022.Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €2.15, the stock trades at a trailing P/E ratio of 12.2x. Average forward P/E is 14x in the Telecom industry in Germany. Total loss to shareholders of 5.2% over the past year.Buying Opportunity • May 07Now 29% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be €3.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 10%.Reported Earnings • May 06First quarter 2022 earnings released: EPS: kr0.28 (vs kr0.68 in 1Q 2021)First quarter 2022 results: EPS: kr0.28 (down from kr0.68 in 1Q 2021). Revenue: kr445.4m (up 15% from 1Q 2021). Net income: kr11.0m (down 58% from 1Q 2021). Profit margin: 2.5% (down from 6.7% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 27%, compared to a 2.8% growth forecast for the industry in Germany.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 1 highly experienced director. Independent Director Linus Brandt was the last director to join the board, commencing their role in 2017. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improved over the past weekAfter last week's 17% share price gain to €3.36, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the Telecom industry in Germany. Total returns to shareholders of 156% over the past year.Reported Earnings • Feb 11Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: kr2.35 (up from kr0.83 in FY 2020). Revenue: kr1.69b (up 21% from FY 2020). Net income: kr90.1m (up 206% from FY 2020). Profit margin: 5.3% (up from 2.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 3.8%, compared to a 2.5% growth forecast for the industry in Germany.Valuation Update With 7 Day Price Move • Jan 11Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €3.86, the stock trades at a trailing P/E ratio of 17.8x. Average forward P/E is 19x in the Telecom industry in Germany.Valuation Update With 7 Day Price Move • Dec 09Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €4.59, the stock trades at a trailing P/E ratio of 19.3x. Average forward P/E is 17x in the Telecom industry in Germany.Recent Insider Transactions • Dec 09CEO & Director recently sold €513k worth of stockOn the 3rd of December, Magnus Johansson sold around 99k shares on-market at roughly €5.18 per share. This was the largest sale by an insider in the last 3 months. This was Magnus' only on-market trade for the last 12 months.Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improved over the past weekAfter last week's 20% share price gain to €4.83, the stock trades at a trailing P/E ratio of 21.9x. Average forward P/E is 17x in the Telecom industry in Germany.Reported Earnings • Nov 06Third quarter 2021 earnings released: EPS kr0.55 (vs kr0.20 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: kr387.5m (up 27% from 3Q 2020). Net income: kr20.8m (up 164% from 3Q 2020). Profit margin: 5.4% (up from 2.6% in 3Q 2020). The increase in margin was driven by higher revenue.Reported Earnings • Aug 14Second quarter 2021 earnings released: EPS kr0.52 (vs kr0.18 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: kr448.8m (up 31% from 2Q 2020). Net income: kr20.1m (up kr25.9m from 2Q 2020). Profit margin: 4.5% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue.Valuation Update With 7 Day Price Move • Jun 03Investor sentiment improved over the past weekAfter last week's 18% share price gain to kr2.13, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Telecom industry in Europe.Valuation Update With 7 Day Price Move • May 07Investor sentiment improved over the past weekAfter last week's 16% share price gain to kr1.89, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 17x in the Telecom industry in Europe.決済の安定と成長配当データの取得安定した配当: 9G8の 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: 9G8の配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場Transtema Group 配当利回り対市場9G8 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 (9G8)n/a市場下位25% (DE)1.5%市場トップ25% (DE)4.5%業界平均 (Telecom)4.2%アナリスト予想 (9G8) (最長3年)n/a注目すべき配当: 9G8は最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。高配当: 9G8は最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。株主への利益配当収益カバレッジ: 9G8の 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。株主配当金キャッシュフローカバレッジ: 9G8が配当金を報告していないため、配当金の持続可能性を計算できません。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2026/05/22 18:36終値2026/05/22 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Transtema Group AB 1 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。2 アナリスト機関Klas DanielssonNordea MarketsFredrik NilssonRedeye
Board Change • May 21Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 2 highly experienced directors. Independent Director Anna Honner 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.
お知らせ • Oct 30Transtema Group AB, Annual General Meeting, May 12, 2026Transtema Group AB, Annual General Meeting, May 12, 2026.
Reported Earnings • Nov 09Third quarter 2024 earnings released: EPS: kr0.23 (vs kr0.71 in 3Q 2023)Third quarter 2024 results: EPS: kr0.23 (down from kr0.71 in 3Q 2023). Revenue: kr590.6m (down 2.1% from 3Q 2023). Net income: kr9.52m (down 68% from 3Q 2023). Profit margin: 1.6% (down from 4.9% in 3Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 2.3% 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 fallen by 35% per year, which means it is performing significantly worse than earnings.
お知らせ • Nov 01Transtema Group AB, Annual General Meeting, May 08, 2025Transtema Group AB, Annual General Meeting, May 08, 2025.
お知らせ • Aug 30'Transtema Group AB Appoints Jonas Rigner as Deputy CEO and Charlotta Ungerth as CIOTranstema has announced the appointment of Jonas Rigner as deputy CEO and recent addition of Charlotta Ungerth as CIO. Rigner retains his role as MD at subsidiary Transtema Network Services in combination with his new responsibilities. Ungerth has approximately ten years of experience in driving digitisation and transformation in the services sector, as well as ten years in telecoms.
Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: kr0.02 (vs kr1.77 in 2Q 2023)Second quarter 2024 results: EPS: kr0.02 (down from kr1.77 in 2Q 2023). Revenue: kr609.1m (down 15% from 2Q 2023). Net income: kr935.0k (down 99% from 2Q 2023). Profit margin: 0.2% (down from 10% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.6% 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 increased by 15% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jul 12Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €1.45, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Telecom industry in Europe. Total loss to shareholders of 34% over the past three years.
Valuation Update With 7 Day Price Move • Jun 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €1.10, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Telecom industry in Europe. Total loss to shareholders of 51% over the past three years.
Reported Earnings • May 08First quarter 2024 earnings released: kr0.38 loss per share (vs kr1.22 profit in 1Q 2023)First quarter 2024 results: kr0.38 loss per share (down from kr1.22 profit in 1Q 2023). Revenue: kr500.4m (down 23% from 1Q 2023). Net loss: kr15.6m (down 132% from profit in 1Q 2023). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
New Risk • Mar 22New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 12% 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 Risks Earnings are forecast to decline by an average of 12% per year for the foreseeable future. High level of non-cash earnings (30% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (8.1% average weekly change). Market cap is less than US$100m (€47.8m market cap, or US$51.7m).
Reported Earnings • Feb 09Full year 2023 earnings released: EPS: kr3.20 (vs kr3.22 in FY 2022)Full year 2023 results: EPS: kr3.20. Revenue: kr2.69b (up 9.6% from FY 2022). Net income: kr172.6m (up 38% from FY 2022). Profit margin: 6.4% (up from 5.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 1.5% growth forecast for the Telecom industry in Germany.
Valuation Update With 7 Day Price Move • Jan 12Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €1.42, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 19x in the Telecom industry in Germany. Total loss to shareholders of 56% over the past year.
Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €1.27, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 18x in the Telecom industry in Germany. Total loss to shareholders of 55% over the past year.
Reported Earnings • Nov 04Third quarter 2023 earnings released: EPS: kr0.72 (vs kr0.58 in 3Q 2022)Third quarter 2023 results: EPS: kr0.72 (up from kr0.58 in 3Q 2022). Revenue: kr603.9m (down 2.2% from 3Q 2022). Net income: kr29.6m (up 31% from 3Q 2022). Profit margin: 4.9% (up from 3.7% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Telecom industry in Germany.
New Risk • Aug 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 13% 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 Risks Share price has been highly volatile over the past 3 months (9.4% average weekly change). Earnings are forecast to decline by an average of 13% per year for the foreseeable future. High level of non-cash earnings (31% accrual ratio). Minor Risks Shareholders have been diluted in the past year (5.8% increase in shares outstanding). Market cap is less than US$100m (€58.1m market cap, or US$63.6m).
Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: kr1.77 (vs kr0.84 in 2Q 2022)Second quarter 2023 results: EPS: kr1.77 (up from kr0.84 in 2Q 2022). Revenue: kr713.9m (up 14% from 2Q 2022). Net income: kr73.1m (up 124% from 2Q 2022). Profit margin: 10% (up from 5.2% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Telecom industry in Germany.
New Risk • Jun 30New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 10% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). High level of non-cash earnings (30% accrual ratio). Minor Risks Shareholders have been diluted in the past year (5.8% increase in shares outstanding). Market cap is less than US$100m (€59.3m market cap, or US$64.7m).
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to €1.46, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 31x in the Telecom industry in Germany. Total loss to shareholders of 36% over the past year.
Valuation Update With 7 Day Price Move • May 06Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to €2.22, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 24x in the Telecom industry in Germany. Total loss to shareholders of 18% over the past year.
Reported Earnings • Feb 10Full year 2022 earnings released: EPS: kr3.22 (vs kr2.35 in FY 2021)Full year 2022 results: EPS: kr3.22 (up from kr2.35 in FY 2021). Revenue: kr2.47b (up 46% from FY 2021). Net income: kr125.0m (up 39% from FY 2021). Profit margin: 5.1% (down from 5.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Telecom industry in Germany.
Valuation Update With 7 Day Price Move • Jan 06Investor sentiment improved over the past weekAfter last week's 16% share price gain to €3.09, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 14x in the Telecom industry in Germany. Total loss to shareholders of 26% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €3.28 per share.
Buying Opportunity • Dec 16Now 23% undervaluedOver the last 90 days, the stock is up 18%. The fair value is estimated to be €3.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 24% in 2 years. Earnings is forecast to grow by 29% in the next 2 years.
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Director Linus Brandt was the last director to join the board, commencing their role in 2017. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 05Third quarter 2022 earnings released: EPS: kr0.58 (vs kr0.54 in 3Q 2021)Third quarter 2022 results: EPS: kr0.58 (up from kr0.54 in 3Q 2021). Revenue: kr617.8m (up 60% from 3Q 2021). Net income: kr22.6m (up 8.7% from 3Q 2021). Profit margin: 3.7% (down from 5.4% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Telecom industry in Germany.
Valuation Update With 7 Day Price Move • Aug 12Investor sentiment improved over the past weekAfter last week's 23% share price gain to €3.17, the stock trades at a trailing P/E ratio of 18.1x. Average forward P/E is 14x in the Telecom industry in Germany. Total returns to shareholders of 13% over the past year.
お知らせ • Jul 07Transtema Group AB (OM:TRANS) acquired North Projects Group Ab and North Projects Solutions Ab.Transtema Group AB (OM:TRANS) acquired North Projects Group Ab and North Projects Solutions Ab on July 5, 2022. North Projects Group and North Projects Solutions had sales of around SEK 30mn in 2021. Transtema Group AB (OM:TRANS) completed the acquisition of North Projects Group Ab and North Projects Solutions Ab on July 5, 2022.
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €2.15, the stock trades at a trailing P/E ratio of 12.2x. Average forward P/E is 14x in the Telecom industry in Germany. Total loss to shareholders of 5.2% over the past year.
Buying Opportunity • May 07Now 29% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be €3.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 10%.
Reported Earnings • May 06First quarter 2022 earnings released: EPS: kr0.28 (vs kr0.68 in 1Q 2021)First quarter 2022 results: EPS: kr0.28 (down from kr0.68 in 1Q 2021). Revenue: kr445.4m (up 15% from 1Q 2021). Net income: kr11.0m (down 58% from 1Q 2021). Profit margin: 2.5% (down from 6.7% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 27%, compared to a 2.8% growth forecast for the industry in Germany.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 1 highly experienced director. Independent Director Linus Brandt was the last director to join the board, commencing their role in 2017. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improved over the past weekAfter last week's 17% share price gain to €3.36, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the Telecom industry in Germany. Total returns to shareholders of 156% over the past year.
Reported Earnings • Feb 11Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: kr2.35 (up from kr0.83 in FY 2020). Revenue: kr1.69b (up 21% from FY 2020). Net income: kr90.1m (up 206% from FY 2020). Profit margin: 5.3% (up from 2.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 3.8%, compared to a 2.5% growth forecast for the industry in Germany.
Valuation Update With 7 Day Price Move • Jan 11Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €3.86, the stock trades at a trailing P/E ratio of 17.8x. Average forward P/E is 19x in the Telecom industry in Germany.
Valuation Update With 7 Day Price Move • Dec 09Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €4.59, the stock trades at a trailing P/E ratio of 19.3x. Average forward P/E is 17x in the Telecom industry in Germany.
Recent Insider Transactions • Dec 09CEO & Director recently sold €513k worth of stockOn the 3rd of December, Magnus Johansson sold around 99k shares on-market at roughly €5.18 per share. This was the largest sale by an insider in the last 3 months. This was Magnus' only on-market trade for the last 12 months.
Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improved over the past weekAfter last week's 20% share price gain to €4.83, the stock trades at a trailing P/E ratio of 21.9x. Average forward P/E is 17x in the Telecom industry in Germany.
Reported Earnings • Nov 06Third quarter 2021 earnings released: EPS kr0.55 (vs kr0.20 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: kr387.5m (up 27% from 3Q 2020). Net income: kr20.8m (up 164% from 3Q 2020). Profit margin: 5.4% (up from 2.6% in 3Q 2020). The increase in margin was driven by higher revenue.
Reported Earnings • Aug 14Second quarter 2021 earnings released: EPS kr0.52 (vs kr0.18 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: kr448.8m (up 31% from 2Q 2020). Net income: kr20.1m (up kr25.9m from 2Q 2020). Profit margin: 4.5% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue.
Valuation Update With 7 Day Price Move • Jun 03Investor sentiment improved over the past weekAfter last week's 18% share price gain to kr2.13, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Telecom industry in Europe.
Valuation Update With 7 Day Price Move • May 07Investor sentiment improved over the past weekAfter last week's 16% share price gain to kr1.89, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 17x in the Telecom industry in Europe.