View Future GrowthSelectirente 過去の業績過去 基準チェック /16Selectirenteは、平均年間27.8%の収益成長を遂げていますが、 Retail REITs業界の収益は、年間 成長しています。収益は、平均年間29.1% 10.2%収益成長率で 成長しています。 Selectirenteの自己資本利益率は7.1%であり、純利益率は75.7%です。主要情報27.78%収益成長率30.40%EPS成長率Retail REITs 業界の成長11.02%収益成長率10.17%株主資本利益率7.09%ネット・マージン75.74%次回の業績アップデート23 Jul 2026最近の業績更新お知らせ • Feb 24Selectirente to Report Q3, 2026 Results on Nov 04, 2026Selectirente announced that they will report Q3, 2026 results After-Market on Nov 04, 2026Reported Earnings • Feb 16Full year 2025 earnings: Revenues miss analyst expectationsFull year 2025 results: Revenue: €35.6m (flat on FY 2024). Net income: €26.9m (down 5.8% from FY 2024). Profit margin: 76% (down from 80% in FY 2024). Revenue missed analyst estimates by 3.4%. Revenue is expected to fall by 1.9% p.a. on average during the next 2 years compared to a 5.1% decline forecast for the Retail REITs industry in France.お知らせ • Feb 13Selectirente to Report First Half, 2026 Results on Jul 23, 2026Selectirente announced that they will report first half, 2026 results on Jul 23, 2026お知らせ • Sep 25Selectirente to Report Fiscal Year 2026 Results on Feb 12, 2026Selectirente announced that they will report fiscal year 2026 results at 5:40 PM, Central European Standard Time on Feb 12, 2026Reported Earnings • Jul 29First half 2025 earnings releasedFirst half 2025 results: Revenue: €17.9m (flat on 1H 2024). Net income: €18.6m (up 41% from 1H 2024).Reported Earnings • Feb 15Full year 2024 earnings releasedFull year 2024 results: Revenue: €35.6m (down 2.1% from FY 2023). Net income: €28.6m (up 117% from FY 2023). Profit margin: 80% (up from 36% in FY 2023).すべての更新を表示Recent updatesUpcoming Dividend • Jun 01Upcoming dividend of €4.20 per shareEligible shareholders must have bought the stock before 08 June 2026. Payment date: 10 June 2026. Trailing yield: 4.9%. Lower than top quartile of French dividend payers (5.5%). In line with average of industry peers (5.3%).Declared Dividend • May 11Dividend increased to €4.20Dividend of €4.20 is 2.4% higher than last year. Ex-date: 8th June 2026 Payment date: 10th June 2026 Dividend yield will be 5.0%, which is lower than the industry average of 7.3%.お知らせ • Feb 24Selectirente to Report Q3, 2026 Results on Nov 04, 2026Selectirente announced that they will report Q3, 2026 results After-Market on Nov 04, 2026Reported Earnings • Feb 16Full year 2025 earnings: Revenues miss analyst expectationsFull year 2025 results: Revenue: €35.6m (flat on FY 2024). Net income: €26.9m (down 5.8% from FY 2024). Profit margin: 76% (down from 80% in FY 2024). Revenue missed analyst estimates by 3.4%. Revenue is expected to fall by 1.9% p.a. on average during the next 2 years compared to a 5.1% decline forecast for the Retail REITs industry in France.お知らせ • Feb 14Selectirente, Annual General Meeting, May 28, 2026Selectirente, Annual General Meeting, May 28, 2026.お知らせ • Feb 13Selectirente to Report First Half, 2026 Results on Jul 23, 2026Selectirente announced that they will report first half, 2026 results on Jul 23, 2026New Risk • Jan 16New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 19% 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 Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Earnings are forecast to decline by an average of 19% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.New Risk • Jan 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 19% 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 Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Earnings are forecast to decline by an average of 19% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.お知らせ • Sep 25Selectirente to Report Fiscal Year 2026 Results on Feb 12, 2026Selectirente announced that they will report fiscal year 2026 results at 5:40 PM, Central European Standard Time on Feb 12, 2026Reported Earnings • Jul 29First half 2025 earnings releasedFirst half 2025 results: Revenue: €17.9m (flat on 1H 2024). Net income: €18.6m (up 41% from 1H 2024).Upcoming Dividend • Jun 03Upcoming dividend of €4.10 per shareEligible shareholders must have bought the stock before 10 June 2025. Payment date: 12 June 2025. Trailing yield: 4.8%. Lower than top quartile of French dividend payers (5.4%). Lower than average of industry peers (6.0%).Declared Dividend • May 14Dividend increased to €4.10Dividend of €4.10 is 2.5% higher than last year. Ex-date: 10th June 2025 Payment date: 12th June 2025 Dividend yield will be 5.0%, which is lower than the industry average of 7.3%.Reported Earnings • Feb 15Full year 2024 earnings releasedFull year 2024 results: Revenue: €35.6m (down 2.1% from FY 2023). Net income: €28.6m (up 117% from FY 2023). Profit margin: 80% (up from 36% in FY 2023).お知らせ • Feb 15Selectirente, Annual General Meeting, May 27, 2025Selectirente, Annual General Meeting, May 27, 2025.お知らせ • Jan 10+ 2 more updatesSelectirente to Report First Half, 2025 Results on Jul 24, 2025Selectirente announced that they will report first half, 2025 results on Jul 24, 2025お知らせ • Jan 07Selectirente to Report Fiscal Year 2024 Results on Feb 13, 2025Selectirente announced that they will report fiscal year 2024 results at 5:40 PM, Central European Standard Time on Feb 13, 2025Reported Earnings • Jul 29First half 2024 earnings releasedFirst half 2024 results: Revenue: €17.8m (up 1.1% from 1H 2023). Net income: €13.2m (up 164% from 1H 2023). Profit margin: 74% (up from 28% in 1H 2023). The increase in margin was primarily driven by lower expenses.Reported Earnings • Feb 16Full year 2023 earnings releasedFull year 2023 results: Revenue: €36.4m (up 11% from FY 2022). Net income: €13.2m (down 1.6% from FY 2022). Profit margin: 36% (down from 41% in FY 2022).New Risk • Feb 16New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (9.2% operating cash flow to total debt). Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (27% net profit margin).Reported Earnings • Jul 31First half 2023 earnings releasedFirst half 2023 results: Revenue: €17.6m (up 15% from 1H 2022). Net income: €5.01m (down 45% from 1H 2022). Profit margin: 28% (down from 59% in 1H 2022). Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 06Upcoming dividend of €3.80 per share at 3.7% yieldEligible shareholders must have bought the stock before 13 June 2023. Payment date: 15 June 2023. Trailing yield: 3.7%. Lower than top quartile of French dividend payers (5.2%). Lower than average of industry peers (7.9%).お知らせ • May 29Selectirente, Annual General Meeting, Jun 02, 2023Selectirente, Annual General Meeting, Jun 02, 2023.Reported Earnings • Apr 24Full year 2022 earnings releasedFull year 2022 results: Revenue: €32.7m (up 26% from FY 2021). Net income: €13.4m (down 21% from FY 2021). Profit margin: 41% (down from 66% in FY 2021). Net asset value (NAV) per share: €93.11 (flat on FY 2021). The current share price is 7.4% higher than NAV per share.Reported Earnings • Oct 04First half 2022 earnings released: EPS: €2.18 (vs €1.67 in 1H 2021)First half 2022 results: EPS: €2.18 (up from €1.67 in 1H 2021). Revenue: €15.3m (up 27% from 1H 2021). Net income: €9.09m (up 30% from 1H 2021). Profit margin: 59% (up from 58% in 1H 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jul 28First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €5.89m from profit in 1H 2021). Profit margin: (down from 48% in 1H 2021).Buying Opportunity • Jul 01Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.6%. The fair value is estimated to be €117, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 5.3%.Upcoming Dividend • Jun 03Upcoming dividend of €3.60 per shareEligible shareholders must have bought the stock before 10 June 2022. Payment date: 14 June 2022. Trailing yield: 3.7%. Lower than top quartile of French dividend payers (5.0%). Lower than average of industry peers (5.9%).Reported Earnings • Apr 29Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: €4.09 (up from €0.60 in FY 2020). Revenue: €26.0m (up 30% from FY 2020). Net income: €17.1m (up €14.5m from FY 2020). Profit margin: 66% (up from 13% in FY 2020). The increase in margin was primarily driven by lower expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) missed analyst estimates by 22%. Over the last 3 years on average, earnings per share has increased by 5% per year and the company’s share price has also increased by 5% per year.Reported Earnings • Feb 19Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Revenue: €22.6m (up 14% from FY 2020). Net income: €17.1m (up 56% from FY 2020). Profit margin: 75% (up from 55% in FY 2020). The increase in margin was primarily driven by lower expenses. Revenue exceeded analyst estimates by 1.4%.お知らせ • Dec 15Selectirente (ENXTPA:SELER) acquired Two New City Center Retail Portfolios for €48.4 million.Selectirente (ENXTPA:SELER) acquired Two New City Center Retail Portfolios for €48.4 million on December 13, 2021. Selectirente (ENXTPA:SELER) completed the acquisition of Two New City Center Retail Portfolios for €48.4 million on December 13, 2021.Reported Earnings • Sep 26First half 2021 earnings released: EPS €1.41 (vs €0.63 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €12.2m (up 33% from 1H 2020). Net income: €5.89m (up 124% from 1H 2020). Profit margin: 48% (up from 29% in 1H 2020). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 04Upcoming dividend of €3.25 per shareEligible shareholders must have bought the stock before 11 June 2021. Payment date: 15 June 2021. Trailing yield: 3.6%. Lower than top quartile of French dividend payers (3.7%). Lower than average of industry peers (4.1%).Reported Earnings • Feb 07Full year 2020 earnings released: EPS €2.62 (vs €5.30 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €19.9m (up 14% from FY 2019). Net income: €10.9m (up 24% from FY 2019). Profit margin: 55% (up from 51% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 6% per year.お知らせ • Feb 03+ 2 more updatesSelectirente to Report Fiscal Year 2020 Results on Feb 04, 2021Selectirente announced that they will report fiscal year 2020 results After-Market on Feb 04, 2021Is New 90 Day High Low • Dec 12New 90-day high: €83.00The company is up 4.0% from its price of €79.50 on 11 September 2020. The French market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the REITs industry, which is up 18% over the same period.Reported Earnings • Sep 21First half earnings releasedOver the last 12 months the company has reported total profits of €9.11m, up 100% from the prior year. Total revenue was €18.6m over the last 12 months, up 15% from the prior year. Note: Net income excluding extraordinary items provided as the company does not report funds from operations.お知らせ • Sep 17Selectirente (ENXTPA:SELER) acquired 94BIS Avenue De Suffren in Paris for €44.3 million.Selectirente (ENXTPA:SELER) acquired 94BIS Avenue De Suffren in Paris for €44.3 million on September 11, 2020. The transaction was partly financed by a mortgaged loan of €23 million taken out over 12 years with a fixed rate of 1.28%. Selectirente (ENXTPA:SELER) completed the acquisition of 94BIS Avenue De Suffren in Paris on September 11, 2020.収支内訳Selectirente の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史ENXTPA:SELER 収益、費用、利益 ( )EUR Millions日付収益収益G+A経費研究開発費31 Dec 2536271030 Sep 2536301030 Jun 2536341031 Mar 2536311031 Dec 2436291030 Sep 2436251030 Jun 2437211031 Mar 2436171031 Dec 2336131030 Sep 2336111030 Jun 233591031 Mar 2334111031 Dec 2233131030 Sep 2231160030 Jun 2229190031 Mar 2228180031 Dec 2126170030 Sep 2124121030 Jun 212371031 Mar 212151031 Dec 202031030 Sep 2019102030 Jun 201892031 Mar 201791031 Dec 191791030 Sep 191771030 Jun 191651031 Mar 191641031 Dec 181641030 Sep 180-10030 Jun 181651031 Mar 181661030 Sep 171751030 Jun 171741031 Mar 171741031 Dec 161741030 Sep 161741030 Jun 161751031 Mar 161751031 Dec 151651030 Sep 151641030 Jun 1516310質の高い収益: SELERには€9.1M } という大きな 一回限りの 利益があり、過去 12 か月の財務実績が31st December, 2025に影響を及ぼしています。利益率の向上: SELERの現在の純利益率 (75.7%)は、昨年(80.3%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: SELERの収益は過去 5 年間で年間27.8%増加しました。成長の加速: SELERは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: SELERは過去 1 年間で収益成長率がマイナス ( -5.8% ) となったため、 Retail REITs業界平均 ( 11.6% ) と比較することが困難です。株主資本利益率高いROE: SELERの 自己資本利益率 ( 7.1% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YReal-estate 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/19 16:04終値2026/06/19 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この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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Selectirente 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。0
お知らせ • Feb 24Selectirente to Report Q3, 2026 Results on Nov 04, 2026Selectirente announced that they will report Q3, 2026 results After-Market on Nov 04, 2026
Reported Earnings • Feb 16Full year 2025 earnings: Revenues miss analyst expectationsFull year 2025 results: Revenue: €35.6m (flat on FY 2024). Net income: €26.9m (down 5.8% from FY 2024). Profit margin: 76% (down from 80% in FY 2024). Revenue missed analyst estimates by 3.4%. Revenue is expected to fall by 1.9% p.a. on average during the next 2 years compared to a 5.1% decline forecast for the Retail REITs industry in France.
お知らせ • Feb 13Selectirente to Report First Half, 2026 Results on Jul 23, 2026Selectirente announced that they will report first half, 2026 results on Jul 23, 2026
お知らせ • Sep 25Selectirente to Report Fiscal Year 2026 Results on Feb 12, 2026Selectirente announced that they will report fiscal year 2026 results at 5:40 PM, Central European Standard Time on Feb 12, 2026
Reported Earnings • Jul 29First half 2025 earnings releasedFirst half 2025 results: Revenue: €17.9m (flat on 1H 2024). Net income: €18.6m (up 41% from 1H 2024).
Reported Earnings • Feb 15Full year 2024 earnings releasedFull year 2024 results: Revenue: €35.6m (down 2.1% from FY 2023). Net income: €28.6m (up 117% from FY 2023). Profit margin: 80% (up from 36% in FY 2023).
Upcoming Dividend • Jun 01Upcoming dividend of €4.20 per shareEligible shareholders must have bought the stock before 08 June 2026. Payment date: 10 June 2026. Trailing yield: 4.9%. Lower than top quartile of French dividend payers (5.5%). In line with average of industry peers (5.3%).
Declared Dividend • May 11Dividend increased to €4.20Dividend of €4.20 is 2.4% higher than last year. Ex-date: 8th June 2026 Payment date: 10th June 2026 Dividend yield will be 5.0%, which is lower than the industry average of 7.3%.
お知らせ • Feb 24Selectirente to Report Q3, 2026 Results on Nov 04, 2026Selectirente announced that they will report Q3, 2026 results After-Market on Nov 04, 2026
Reported Earnings • Feb 16Full year 2025 earnings: Revenues miss analyst expectationsFull year 2025 results: Revenue: €35.6m (flat on FY 2024). Net income: €26.9m (down 5.8% from FY 2024). Profit margin: 76% (down from 80% in FY 2024). Revenue missed analyst estimates by 3.4%. Revenue is expected to fall by 1.9% p.a. on average during the next 2 years compared to a 5.1% decline forecast for the Retail REITs industry in France.
お知らせ • Feb 14Selectirente, Annual General Meeting, May 28, 2026Selectirente, Annual General Meeting, May 28, 2026.
お知らせ • Feb 13Selectirente to Report First Half, 2026 Results on Jul 23, 2026Selectirente announced that they will report first half, 2026 results on Jul 23, 2026
New Risk • Jan 16New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 19% 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 Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Earnings are forecast to decline by an average of 19% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.
New Risk • Jan 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 19% 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 Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Earnings are forecast to decline by an average of 19% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.
お知らせ • Sep 25Selectirente to Report Fiscal Year 2026 Results on Feb 12, 2026Selectirente announced that they will report fiscal year 2026 results at 5:40 PM, Central European Standard Time on Feb 12, 2026
Reported Earnings • Jul 29First half 2025 earnings releasedFirst half 2025 results: Revenue: €17.9m (flat on 1H 2024). Net income: €18.6m (up 41% from 1H 2024).
Upcoming Dividend • Jun 03Upcoming dividend of €4.10 per shareEligible shareholders must have bought the stock before 10 June 2025. Payment date: 12 June 2025. Trailing yield: 4.8%. Lower than top quartile of French dividend payers (5.4%). Lower than average of industry peers (6.0%).
Declared Dividend • May 14Dividend increased to €4.10Dividend of €4.10 is 2.5% higher than last year. Ex-date: 10th June 2025 Payment date: 12th June 2025 Dividend yield will be 5.0%, which is lower than the industry average of 7.3%.
Reported Earnings • Feb 15Full year 2024 earnings releasedFull year 2024 results: Revenue: €35.6m (down 2.1% from FY 2023). Net income: €28.6m (up 117% from FY 2023). Profit margin: 80% (up from 36% in FY 2023).
お知らせ • Feb 15Selectirente, Annual General Meeting, May 27, 2025Selectirente, Annual General Meeting, May 27, 2025.
お知らせ • Jan 10+ 2 more updatesSelectirente to Report First Half, 2025 Results on Jul 24, 2025Selectirente announced that they will report first half, 2025 results on Jul 24, 2025
お知らせ • Jan 07Selectirente to Report Fiscal Year 2024 Results on Feb 13, 2025Selectirente announced that they will report fiscal year 2024 results at 5:40 PM, Central European Standard Time on Feb 13, 2025
Reported Earnings • Jul 29First half 2024 earnings releasedFirst half 2024 results: Revenue: €17.8m (up 1.1% from 1H 2023). Net income: €13.2m (up 164% from 1H 2023). Profit margin: 74% (up from 28% in 1H 2023). The increase in margin was primarily driven by lower expenses.
Reported Earnings • Feb 16Full year 2023 earnings releasedFull year 2023 results: Revenue: €36.4m (up 11% from FY 2022). Net income: €13.2m (down 1.6% from FY 2022). Profit margin: 36% (down from 41% in FY 2022).
New Risk • Feb 16New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (9.2% operating cash flow to total debt). Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (27% net profit margin).
Reported Earnings • Jul 31First half 2023 earnings releasedFirst half 2023 results: Revenue: €17.6m (up 15% from 1H 2022). Net income: €5.01m (down 45% from 1H 2022). Profit margin: 28% (down from 59% in 1H 2022). Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 06Upcoming dividend of €3.80 per share at 3.7% yieldEligible shareholders must have bought the stock before 13 June 2023. Payment date: 15 June 2023. Trailing yield: 3.7%. Lower than top quartile of French dividend payers (5.2%). Lower than average of industry peers (7.9%).
お知らせ • May 29Selectirente, Annual General Meeting, Jun 02, 2023Selectirente, Annual General Meeting, Jun 02, 2023.
Reported Earnings • Apr 24Full year 2022 earnings releasedFull year 2022 results: Revenue: €32.7m (up 26% from FY 2021). Net income: €13.4m (down 21% from FY 2021). Profit margin: 41% (down from 66% in FY 2021). Net asset value (NAV) per share: €93.11 (flat on FY 2021). The current share price is 7.4% higher than NAV per share.
Reported Earnings • Oct 04First half 2022 earnings released: EPS: €2.18 (vs €1.67 in 1H 2021)First half 2022 results: EPS: €2.18 (up from €1.67 in 1H 2021). Revenue: €15.3m (up 27% from 1H 2021). Net income: €9.09m (up 30% from 1H 2021). Profit margin: 59% (up from 58% in 1H 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jul 28First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €5.89m from profit in 1H 2021). Profit margin: (down from 48% in 1H 2021).
Buying Opportunity • Jul 01Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.6%. The fair value is estimated to be €117, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 5.3%.
Upcoming Dividend • Jun 03Upcoming dividend of €3.60 per shareEligible shareholders must have bought the stock before 10 June 2022. Payment date: 14 June 2022. Trailing yield: 3.7%. Lower than top quartile of French dividend payers (5.0%). Lower than average of industry peers (5.9%).
Reported Earnings • Apr 29Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: €4.09 (up from €0.60 in FY 2020). Revenue: €26.0m (up 30% from FY 2020). Net income: €17.1m (up €14.5m from FY 2020). Profit margin: 66% (up from 13% in FY 2020). The increase in margin was primarily driven by lower expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) missed analyst estimates by 22%. Over the last 3 years on average, earnings per share has increased by 5% per year and the company’s share price has also increased by 5% per year.
Reported Earnings • Feb 19Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Revenue: €22.6m (up 14% from FY 2020). Net income: €17.1m (up 56% from FY 2020). Profit margin: 75% (up from 55% in FY 2020). The increase in margin was primarily driven by lower expenses. Revenue exceeded analyst estimates by 1.4%.
お知らせ • Dec 15Selectirente (ENXTPA:SELER) acquired Two New City Center Retail Portfolios for €48.4 million.Selectirente (ENXTPA:SELER) acquired Two New City Center Retail Portfolios for €48.4 million on December 13, 2021. Selectirente (ENXTPA:SELER) completed the acquisition of Two New City Center Retail Portfolios for €48.4 million on December 13, 2021.
Reported Earnings • Sep 26First half 2021 earnings released: EPS €1.41 (vs €0.63 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €12.2m (up 33% from 1H 2020). Net income: €5.89m (up 124% from 1H 2020). Profit margin: 48% (up from 29% in 1H 2020). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 04Upcoming dividend of €3.25 per shareEligible shareholders must have bought the stock before 11 June 2021. Payment date: 15 June 2021. Trailing yield: 3.6%. Lower than top quartile of French dividend payers (3.7%). Lower than average of industry peers (4.1%).
Reported Earnings • Feb 07Full year 2020 earnings released: EPS €2.62 (vs €5.30 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €19.9m (up 14% from FY 2019). Net income: €10.9m (up 24% from FY 2019). Profit margin: 55% (up from 51% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 6% per year.
お知らせ • Feb 03+ 2 more updatesSelectirente to Report Fiscal Year 2020 Results on Feb 04, 2021Selectirente announced that they will report fiscal year 2020 results After-Market on Feb 04, 2021
Is New 90 Day High Low • Dec 12New 90-day high: €83.00The company is up 4.0% from its price of €79.50 on 11 September 2020. The French market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the REITs industry, which is up 18% over the same period.
Reported Earnings • Sep 21First half earnings releasedOver the last 12 months the company has reported total profits of €9.11m, up 100% from the prior year. Total revenue was €18.6m over the last 12 months, up 15% from the prior year. Note: Net income excluding extraordinary items provided as the company does not report funds from operations.
お知らせ • Sep 17Selectirente (ENXTPA:SELER) acquired 94BIS Avenue De Suffren in Paris for €44.3 million.Selectirente (ENXTPA:SELER) acquired 94BIS Avenue De Suffren in Paris for €44.3 million on September 11, 2020. The transaction was partly financed by a mortgaged loan of €23 million taken out over 12 years with a fixed rate of 1.28%. Selectirente (ENXTPA:SELER) completed the acquisition of 94BIS Avenue De Suffren in Paris on September 11, 2020.