View Financial HealthSamad Misr EGYFERT.S.A.E 配当と自社株買い配当金 基準チェック /26Samad Misr EGYFERT.S.A.E配当を支払う会社であり、現在の利回りは6.14%です。主要情報6.1%配当利回りn/aバイバック利回り総株主利回りn/a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お知らせ • Apr 16Samad Misr EGYFERT.S.A.E announces Annual dividend, payable on April 30, 2026Samad Misr EGYFERT.S.A.E announced Annual dividend of EGP 3.8350 per share payable on April 30, 2026, ex-date on April 28, 2026 and record date on April 29, 2026.Upcoming Dividend • Sep 25Upcoming dividend of ج.م6.31 per shareEligible shareholders must have bought the stock before 02 October 2024. Payment date: 07 October 2024. Payout ratio is on the higher end at 88%, and the cash payout ratio is above 100%. Trailing yield: 20%. Within top quartile of Egyptian dividend payers (6.6%). Higher than average of industry peers (6.1%).Upcoming Dividend • Jul 04Upcoming dividend of ج.م2.60 per share at 11% yieldEligible shareholders must have bought the stock before 11 July 2023. Payment date: 13 July 2023. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 11%. Within top quartile of Egyptian dividend payers (7.5%). Higher than average of industry peers (6.1%).Upcoming Dividend • Apr 04Upcoming dividend of ج.م0.28 per share at 1.6% yieldEligible shareholders must have bought the stock before 11 April 2023. Payment date: 13 April 2023. Trailing yield: 1.6%. Lower than top quartile of Egyptian dividend payers (7.4%). Lower than average of industry peers (5.8%).すべての更新を表示Recent updatesBoard Change • 4hLess than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Non-Executive Director Tariq Abd al-Bari was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Apr 16Samad Misr EGYFERT.S.A.E announces Annual dividend, payable on April 30, 2026Samad Misr EGYFERT.S.A.E announced Annual dividend of EGP 3.8350 per share payable on April 30, 2026, ex-date on April 28, 2026 and record date on April 29, 2026.お知らせ • Feb 27Samad Misr EGYFERT.S.A.E, Annual General Meeting, Mar 30, 2026Samad Misr EGYFERT.S.A.E, Annual General Meeting, Mar 30, 2026, at 15:00 Egypt Standard Time. Location: giza EgyptBoard Change • May 14Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Managing Director & Executive Director Sham Ahmad Al-Badawi was the last director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Mar 05Samad Misr EGYFERT.S.A.E, Annual General Meeting, Apr 28, 2025Samad Misr EGYFERT.S.A.E, Annual General Meeting, Apr 28, 2025, at 15:00 Egypt Standard Time. Location: giza Egyptお知らせ • Jan 20An undisclosed buyer submitted a mandatory purchase offer to acquire an additional 57.50% stake in Samad Misr EGYFERT.S.A.E (CASE:SMFR).An undisclosed buyer submitted a mandatory purchase offer to acquire an additional 57.50% stake in Samad Misr EGYFERT.S.A.E (CASE:SMFR) on January 20, 2025. The offer includes the purchase of up to 5.52 million shares, representing 57.5% of EGYFERT's shares targeted in the transaction, for EGP 0.95 per share.お知らせ • Jan 13Nas Holding Offers to Raise Stake in Samad Misr EGYFERTUAE-based Nas Holding Investments has submitted an offer to raise its total capital shares of the Egyptian company Samad Misr EGYFERT.S.A.E (CASE:SMFR) from 57.5% to 90%, according to a statement posted on the Egyptian Exchange website. Nas is established under Abu Dhabi Global Market regulations. It said it does not intend to delist Egivert shares from the Egyptian Exchange. The acquisition offer is priced at EGP 95 per share. The total value of the deal is estimated at EGP 524.4 million. Trading on Egivert shares was suspended following a request from the Financial Regulatory Authority (FRA), pending a statement from the authority. The FRA stated it is monitoring the potential acquisition offer to ensure the protection of investors' rights. The FRA said the potential buyer must formally submit the acquisition offer within 60 days of announcing its intention. This period may be extended for another 60 days if the FRA deems there are valid reasons provided by the buyer.Reported Earnings • Nov 15Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: ج.م71.0m (down 2.4% from 3Q 2023). Net income: ج.م10.4m (down 31% from 3Q 2023). Profit margin: 15% (down from 21% in 3Q 2023). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has only increased by 97% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 25Upcoming dividend of ج.م6.31 per shareEligible shareholders must have bought the stock before 02 October 2024. Payment date: 07 October 2024. Payout ratio is on the higher end at 88%, and the cash payout ratio is above 100%. Trailing yield: 20%. Within top quartile of Egyptian dividend payers (6.6%). Higher than average of industry peers (6.1%).Valuation Update With 7 Day Price Move • Sep 01Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ج.م59.84, the stock trades at a trailing P/E ratio of 5.5x. Average trailing P/E is 8x in the Chemicals industry in Egypt. Total returns to shareholders of 465% over the past three years.Reported Earnings • Aug 14Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: ج.م44.6m (down 14% from 2Q 2023). Net income: ج.م62.4m (up ج.م63.0m from 2Q 2023). Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has only increased by 48% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 19First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: ج.م40.5m (down 25% from 1Q 2023). Net income: ج.م6.20m (down 79% from 1Q 2023). Profit margin: 15% (down from 55% in 1Q 2023). The decrease in margin was primarily driven by higher expenses.Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ج.م43.90, the stock trades at a trailing P/E ratio of 6.4x. Average trailing P/E is 8x in the Chemicals industry in Egypt. Total returns to shareholders of 407% over the past three years.Valuation Update With 7 Day Price Move • May 01Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to ج.م36.84, the stock trades at a trailing P/E ratio of 5.4x. Average trailing P/E is 8x in the Chemicals industry in Egypt. Total returns to shareholders of 357% over the past three years.New Risk • Mar 07New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: ج.م487.4m (US$9.84m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks High level of non-cash earnings (57% accrual ratio). Market cap is less than US$10m (ج.م487.4m market cap, or US$9.84m). Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • Feb 08Full year 2023 earnings releasedFull year 2023 results: Revenue: ج.م285.2m (up 7.7% from FY 2022). Net income: ج.م65.5m (up ج.م58.4m from FY 2022). Profit margin: 23% (up from 2.7% in FY 2022). The increase in margin was primarily driven by lower expenses.Reported Earnings • Nov 18Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: ج.م72.7m (down 4.3% from 3Q 2022). Net income: ج.م15.2m (up 30% from 3Q 2022). Profit margin: 21% (up from 15% in 3Q 2022).Valuation Update With 7 Day Price Move • Oct 11Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ج.م54.33, the stock trades at a trailing P/E ratio of 14.8x. Average trailing P/E is 11x in the Chemicals industry in Egypt. Total returns to shareholders of 573% over the past three years.Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ج.م24.61, the stock trades at a trailing P/E ratio of 6.7x. Average trailing P/E is 9x in the Chemicals industry in Egypt. Total returns to shareholders of 383% over the past three years.New Risk • Aug 25New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 39% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks High level of non-cash earnings (39% accrual ratio). Market cap is less than US$10m (ج.م192.0m market cap, or US$6.21m). Minor Risks Dividend is not well covered by cash flows (380% cash payout ratio). Share price has been volatile over the past 3 months (6.8% average weekly change).New Risk • Jul 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Egyptian stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (ج.م190.8m market cap, or US$6.17m). Minor Risks Short dividend paying track record (less than a year of continuous dividend payments). Share price has been volatile over the past 3 months (6.8% average weekly change).Upcoming Dividend • Jul 04Upcoming dividend of ج.م2.60 per share at 11% yieldEligible shareholders must have bought the stock before 11 July 2023. Payment date: 13 July 2023. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 11%. Within top quartile of Egyptian dividend payers (7.5%). Higher than average of industry peers (6.1%).Valuation Update With 7 Day Price Move • Jun 15Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ج.م22.36, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 7x in the Chemicals industry in Egypt. Total returns to shareholders of 267% over the past three years.Upcoming Dividend • Apr 04Upcoming dividend of ج.م0.28 per share at 1.6% yieldEligible shareholders must have bought the stock before 11 April 2023. Payment date: 13 April 2023. Trailing yield: 1.6%. Lower than top quartile of Egyptian dividend payers (7.4%). Lower than average of industry peers (5.8%).Valuation Update With 7 Day Price Move • Dec 07Investor sentiment improved over the past weekAfter last week's 19% share price gain to ج.م16.42, the stock trades at a trailing P/E ratio of 64.6x. Average trailing P/E is 7x in the Chemicals industry in Egypt. Total returns to shareholders of 307% over the past three years.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. No independent directors (7 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Oct 19Investor sentiment improved over the past weekAfter last week's 17% share price gain to ج.م12.88, the stock trades at a trailing P/E ratio of 50.7x. Average trailing P/E is 6x in the Chemicals industry in Egypt. Total returns to shareholders of 231% over the past three years.Valuation Update With 7 Day Price Move • Jun 20Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ج.م9.05, the stock trades at a trailing P/E ratio of 66.7x. Average trailing P/E is 7x in the Chemicals industry in Egypt. Total returns to shareholders of 122% over the past three years.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. No independent directors (7 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Mar 29Investor sentiment improved over the past weekAfter last week's 20% share price gain to ج.م9.85, the stock trades at a trailing P/E ratio of 75.3x. Average trailing P/E is 7x in the Chemicals industry in Egypt. Total returns to shareholders of 124% over the past three years.Valuation Update With 7 Day Price Move • Feb 17Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ج.م7.59, the stock trades at a trailing P/E ratio of 35.5x. Average trailing P/E is 8x in the Chemicals industry in Egypt. Total returns to shareholders of 54% over the past three years.Reported Earnings • Mar 08Full year 2020 earnings releasedThe company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2020 results: Revenue: ج.م25.2m (down 19% from FY 2019). Net loss: ج.م461.2k (loss narrowed 77% from FY 2019). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.Is New 90 Day High Low • Feb 09New 90-day high: ج.م12.31The company is up 46% from its price of ج.م8.42 on 11 November 2020. The Egyptian market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 21% over the same period.Is New 90 Day High Low • Jan 19New 90-day high: ج.م10.07The company is up 7.0% from its price of ج.م9.39 on 21 October 2020. The Egyptian market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 21% over the same period.Is New 90 Day High Low • Dec 21New 90-day low: ج.م7.68The company is down 8.0% from its price of ج.م8.34 on 22 September 2020. The Egyptian market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 8.0% over the same period.お知らせ • Jul 30Midfert Egypt for Investment acquired an additional 10.4% stake in Samad Misr EGYFERT.S.A.E (CASE:SMFR) for EGP 5.3 million.Midfert Egypt for Investment acquired an additional 10.4% stake in Samad Misr EGYFERT.S.A.E (CASE:SMFR) for EGP 5.3 million on July 13, 2020. Under the terms of the transaction, Midfert Egypt for Investment acquired an additional 1 million shares in Samad Misr EGYFERT.S.A.E. As a result of the transaction, Midfert Egypt for Investment now owns 30.47% stake in Samad Misr EGYFERT.S.A.E. Midfert Egypt for Investment completed the acquisition of 10.4% stake in Samad Misr EGYFERT.S.A.E (CASE:SMFR) on July 13, 2020.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、 SMFR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: SMFRの配当金は増加していますが、同社は3年間しか配当金を支払っていません。配当利回り対市場Samad Misr EGYFERT.S.A.E 配当利回り対市場SMFR 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 (SMFR)6.1%市場下位25% (EG)1.3%市場トップ25% (EG)6.0%業界平均 (Chemicals)6.1%アナリスト予想 (SMFR) (最長3年)n/a注目すべき配当: SMFRの配当金 ( 6.14% ) はEG市場の配当金支払者の下位 25% ( 1.34% ) よりも高くなっています。高配当: SMFRの配当金 ( 6.14% ) はEG市場 ( 5.96% ) 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: SMFR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: SMFRは配当金を支払っていますが、同社にはフリーキャッシュフローがありません。高配当企業の発掘7D1Y7D1Y7D1YEG 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2026/05/20 22:26終値2026/05/20 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Samad Misr EGYFERT.S.A.E 0 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。1 アナリスト機関Muhammad El EbrashiCI Capital Research
お知らせ • Apr 16Samad Misr EGYFERT.S.A.E announces Annual dividend, payable on April 30, 2026Samad Misr EGYFERT.S.A.E announced Annual dividend of EGP 3.8350 per share payable on April 30, 2026, ex-date on April 28, 2026 and record date on April 29, 2026.
Upcoming Dividend • Sep 25Upcoming dividend of ج.م6.31 per shareEligible shareholders must have bought the stock before 02 October 2024. Payment date: 07 October 2024. Payout ratio is on the higher end at 88%, and the cash payout ratio is above 100%. Trailing yield: 20%. Within top quartile of Egyptian dividend payers (6.6%). Higher than average of industry peers (6.1%).
Upcoming Dividend • Jul 04Upcoming dividend of ج.م2.60 per share at 11% yieldEligible shareholders must have bought the stock before 11 July 2023. Payment date: 13 July 2023. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 11%. Within top quartile of Egyptian dividend payers (7.5%). Higher than average of industry peers (6.1%).
Upcoming Dividend • Apr 04Upcoming dividend of ج.م0.28 per share at 1.6% yieldEligible shareholders must have bought the stock before 11 April 2023. Payment date: 13 April 2023. Trailing yield: 1.6%. Lower than top quartile of Egyptian dividend payers (7.4%). Lower than average of industry peers (5.8%).
Board Change • 4hLess than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Non-Executive Director Tariq Abd al-Bari was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Apr 16Samad Misr EGYFERT.S.A.E announces Annual dividend, payable on April 30, 2026Samad Misr EGYFERT.S.A.E announced Annual dividend of EGP 3.8350 per share payable on April 30, 2026, ex-date on April 28, 2026 and record date on April 29, 2026.
お知らせ • Feb 27Samad Misr EGYFERT.S.A.E, Annual General Meeting, Mar 30, 2026Samad Misr EGYFERT.S.A.E, Annual General Meeting, Mar 30, 2026, at 15:00 Egypt Standard Time. Location: giza Egypt
Board Change • May 14Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Managing Director & Executive Director Sham Ahmad Al-Badawi was the last director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 05Samad Misr EGYFERT.S.A.E, Annual General Meeting, Apr 28, 2025Samad Misr EGYFERT.S.A.E, Annual General Meeting, Apr 28, 2025, at 15:00 Egypt Standard Time. Location: giza Egypt
お知らせ • Jan 20An undisclosed buyer submitted a mandatory purchase offer to acquire an additional 57.50% stake in Samad Misr EGYFERT.S.A.E (CASE:SMFR).An undisclosed buyer submitted a mandatory purchase offer to acquire an additional 57.50% stake in Samad Misr EGYFERT.S.A.E (CASE:SMFR) on January 20, 2025. The offer includes the purchase of up to 5.52 million shares, representing 57.5% of EGYFERT's shares targeted in the transaction, for EGP 0.95 per share.
お知らせ • Jan 13Nas Holding Offers to Raise Stake in Samad Misr EGYFERTUAE-based Nas Holding Investments has submitted an offer to raise its total capital shares of the Egyptian company Samad Misr EGYFERT.S.A.E (CASE:SMFR) from 57.5% to 90%, according to a statement posted on the Egyptian Exchange website. Nas is established under Abu Dhabi Global Market regulations. It said it does not intend to delist Egivert shares from the Egyptian Exchange. The acquisition offer is priced at EGP 95 per share. The total value of the deal is estimated at EGP 524.4 million. Trading on Egivert shares was suspended following a request from the Financial Regulatory Authority (FRA), pending a statement from the authority. The FRA stated it is monitoring the potential acquisition offer to ensure the protection of investors' rights. The FRA said the potential buyer must formally submit the acquisition offer within 60 days of announcing its intention. This period may be extended for another 60 days if the FRA deems there are valid reasons provided by the buyer.
Reported Earnings • Nov 15Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: ج.م71.0m (down 2.4% from 3Q 2023). Net income: ج.م10.4m (down 31% from 3Q 2023). Profit margin: 15% (down from 21% in 3Q 2023). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has only increased by 97% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 25Upcoming dividend of ج.م6.31 per shareEligible shareholders must have bought the stock before 02 October 2024. Payment date: 07 October 2024. Payout ratio is on the higher end at 88%, and the cash payout ratio is above 100%. Trailing yield: 20%. Within top quartile of Egyptian dividend payers (6.6%). Higher than average of industry peers (6.1%).
Valuation Update With 7 Day Price Move • Sep 01Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ج.م59.84, the stock trades at a trailing P/E ratio of 5.5x. Average trailing P/E is 8x in the Chemicals industry in Egypt. Total returns to shareholders of 465% over the past three years.
Reported Earnings • Aug 14Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: ج.م44.6m (down 14% from 2Q 2023). Net income: ج.م62.4m (up ج.م63.0m from 2Q 2023). Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has only increased by 48% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 19First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: ج.م40.5m (down 25% from 1Q 2023). Net income: ج.م6.20m (down 79% from 1Q 2023). Profit margin: 15% (down from 55% in 1Q 2023). The decrease in margin was primarily driven by higher expenses.
Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ج.م43.90, the stock trades at a trailing P/E ratio of 6.4x. Average trailing P/E is 8x in the Chemicals industry in Egypt. Total returns to shareholders of 407% over the past three years.
Valuation Update With 7 Day Price Move • May 01Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to ج.م36.84, the stock trades at a trailing P/E ratio of 5.4x. Average trailing P/E is 8x in the Chemicals industry in Egypt. Total returns to shareholders of 357% over the past three years.
New Risk • Mar 07New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: ج.م487.4m (US$9.84m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks High level of non-cash earnings (57% accrual ratio). Market cap is less than US$10m (ج.م487.4m market cap, or US$9.84m). Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • Feb 08Full year 2023 earnings releasedFull year 2023 results: Revenue: ج.م285.2m (up 7.7% from FY 2022). Net income: ج.م65.5m (up ج.م58.4m from FY 2022). Profit margin: 23% (up from 2.7% in FY 2022). The increase in margin was primarily driven by lower expenses.
Reported Earnings • Nov 18Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: ج.م72.7m (down 4.3% from 3Q 2022). Net income: ج.م15.2m (up 30% from 3Q 2022). Profit margin: 21% (up from 15% in 3Q 2022).
Valuation Update With 7 Day Price Move • Oct 11Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ج.م54.33, the stock trades at a trailing P/E ratio of 14.8x. Average trailing P/E is 11x in the Chemicals industry in Egypt. Total returns to shareholders of 573% over the past three years.
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ج.م24.61, the stock trades at a trailing P/E ratio of 6.7x. Average trailing P/E is 9x in the Chemicals industry in Egypt. Total returns to shareholders of 383% over the past three years.
New Risk • Aug 25New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 39% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks High level of non-cash earnings (39% accrual ratio). Market cap is less than US$10m (ج.م192.0m market cap, or US$6.21m). Minor Risks Dividend is not well covered by cash flows (380% cash payout ratio). Share price has been volatile over the past 3 months (6.8% average weekly change).
New Risk • Jul 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Egyptian stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (ج.م190.8m market cap, or US$6.17m). Minor Risks Short dividend paying track record (less than a year of continuous dividend payments). Share price has been volatile over the past 3 months (6.8% average weekly change).
Upcoming Dividend • Jul 04Upcoming dividend of ج.م2.60 per share at 11% yieldEligible shareholders must have bought the stock before 11 July 2023. Payment date: 13 July 2023. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 11%. Within top quartile of Egyptian dividend payers (7.5%). Higher than average of industry peers (6.1%).
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ج.م22.36, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 7x in the Chemicals industry in Egypt. Total returns to shareholders of 267% over the past three years.
Upcoming Dividend • Apr 04Upcoming dividend of ج.م0.28 per share at 1.6% yieldEligible shareholders must have bought the stock before 11 April 2023. Payment date: 13 April 2023. Trailing yield: 1.6%. Lower than top quartile of Egyptian dividend payers (7.4%). Lower than average of industry peers (5.8%).
Valuation Update With 7 Day Price Move • Dec 07Investor sentiment improved over the past weekAfter last week's 19% share price gain to ج.م16.42, the stock trades at a trailing P/E ratio of 64.6x. Average trailing P/E is 7x in the Chemicals industry in Egypt. Total returns to shareholders of 307% over the past three years.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. No independent directors (7 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Oct 19Investor sentiment improved over the past weekAfter last week's 17% share price gain to ج.م12.88, the stock trades at a trailing P/E ratio of 50.7x. Average trailing P/E is 6x in the Chemicals industry in Egypt. Total returns to shareholders of 231% over the past three years.
Valuation Update With 7 Day Price Move • Jun 20Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ج.م9.05, the stock trades at a trailing P/E ratio of 66.7x. Average trailing P/E is 7x in the Chemicals industry in Egypt. Total returns to shareholders of 122% over the past three years.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. No independent directors (7 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Mar 29Investor sentiment improved over the past weekAfter last week's 20% share price gain to ج.م9.85, the stock trades at a trailing P/E ratio of 75.3x. Average trailing P/E is 7x in the Chemicals industry in Egypt. Total returns to shareholders of 124% over the past three years.
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ج.م7.59, the stock trades at a trailing P/E ratio of 35.5x. Average trailing P/E is 8x in the Chemicals industry in Egypt. Total returns to shareholders of 54% over the past three years.
Reported Earnings • Mar 08Full year 2020 earnings releasedThe company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2020 results: Revenue: ج.م25.2m (down 19% from FY 2019). Net loss: ج.م461.2k (loss narrowed 77% from FY 2019). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
Is New 90 Day High Low • Feb 09New 90-day high: ج.م12.31The company is up 46% from its price of ج.م8.42 on 11 November 2020. The Egyptian market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 21% over the same period.
Is New 90 Day High Low • Jan 19New 90-day high: ج.م10.07The company is up 7.0% from its price of ج.م9.39 on 21 October 2020. The Egyptian market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 21% over the same period.
Is New 90 Day High Low • Dec 21New 90-day low: ج.م7.68The company is down 8.0% from its price of ج.م8.34 on 22 September 2020. The Egyptian market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 8.0% over the same period.
お知らせ • Jul 30Midfert Egypt for Investment acquired an additional 10.4% stake in Samad Misr EGYFERT.S.A.E (CASE:SMFR) for EGP 5.3 million.Midfert Egypt for Investment acquired an additional 10.4% stake in Samad Misr EGYFERT.S.A.E (CASE:SMFR) for EGP 5.3 million on July 13, 2020. Under the terms of the transaction, Midfert Egypt for Investment acquired an additional 1 million shares in Samad Misr EGYFERT.S.A.E. As a result of the transaction, Midfert Egypt for Investment now owns 30.47% stake in Samad Misr EGYFERT.S.A.E. Midfert Egypt for Investment completed the acquisition of 10.4% stake in Samad Misr EGYFERT.S.A.E (CASE:SMFR) on July 13, 2020.