View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsKindred Group 将来の成長Future 基準チェック /56Kindred Group利益と収益がそれぞれ年間39.9%と6.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に26.4% 39.4%なると予測されています。主要情報39.9%収益成長率39.41%EPS成長率Hospitality 収益成長18.0%収益成長率6.4%将来の株主資本利益率26.40%アナリストカバレッジLow最終更新日01 Oct 2024今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Oct 29Nasdaq Stockholm Approves Kindred Group's Request for Delisting of the SDRs from Nasdaq Stockholm, Last Day of Trading to Be on 11 November 2024Nasdaq Stockholm has approved Kindred Group plc's (‘Kindred’ or the ‘Company’) request for delisting of the Swedish Depository Receipts (the ‘SDRs’) in Kindred from Nasdaq Stockholm. The last day of trading in the SDRs will be on 11 November 2024. As previously announced, Kindred has applied for de-listing of the Company's SDRs from Nasdaq Stockholm. Nasdaq Stockholm has now approved the application and resolved that the last day of trading in the SDRs will be on 11 November 2024.お知らせ • Oct 27Kindred Group Applies for Delisting of Swedish Depository Receipts from Nasdaq Stockholm Following La Française des Jeux's Public OfferLa Française des Jeux SA's (‘FDJ’) recommended public offer to the holders of Swedish Depository Receipts (the ‘SDRs’) in Kindred Group plc (‘Kindred’ or the ‘Company’) to tender all their SDRs in the Company at a price of SEK 130 in cash per SDR (the ‘Offer’) was declared unconditional on 3 October 2024. After the end of the extended acceptance period, FDJ controls in total approximately 98.60% of the outstanding SDRs in the Company. Against this background, the board of directors of Kindred has applied for delisting of the SDRs in Kindred from Nasdaq Stockholm. In order to provide the remaining holders of SDRs in the Company with the opportunity to accept the Offer, FDJ extended the acceptance period of the Offer until and including 18 October 2024. During the extended acceptance period, the Offer has been accepted by SDR holders with a total of 14,734,917 SDRs, corresponding to approximately 6.83% of the outstanding SDRs in the Company. After the end of the extended acceptance period, FDJ thus controls in total 212,794,208 SDRs, corresponding to approximately 98.60% of the outstanding SDRs in the Company. FDJ has on 23 October 2024 initiated squeeze-out proceedings of the SDRs in Kindred not held by FDJ, and requested that the board of directors of Kindred applies for delisting of the SDRs in the Company from Nasdaq Stockholm. In light of the above, the board of directors of Kindred has on October 24, 2024, in accordance with FDJ's request, applied for delisting of the SDRs in the Company from Nasdaq Stockholm. Kindred will announce the last day of trading as soon as Nasdaq Stockholm has confirmed the date to the Company.お知らせ • Oct 22La Française des Jeux Intends Delisting of Kindred's SDRs from Nasdaq StockholmLa Française des Jeux (FDJ) announced that, following the extension until 18 October of its public tender offer for Kindred Group plc., 14,734,917 new Kindred Swedish Depositary Receipts (SDRs), representing 6.83% of the share capital, were tendered. Following the first settlement-delivery of the offer on 11 October 2024, FDJ already held 91.77% of Kindred's share capital. FDJ's shareholding in Kindred will therefore be 98.60% following settlement-delivery of the extended offer, expected to take place on 29 October 2024. As FDJ holds over 90% of Kindred's share capital, it intends to request the implementation of the squeeze-out procedure in accordance with Kindred's articles of association in order to acquire all the shares not tendered in the public offer and the delisting of Kindred's SDRs from Nasdaq Stockholm.お知らせ • Oct 15Kindred Group plc Announces Changes in the Board of DirectorsKindred Group plc has received the resignations of the Chairman of the Board, Evert Carlsson, and the Directors James H. Gemmel, Cédric Boireau, Andrew McCue, Jonas Jansson and Kenneth Shea, which resignations have been rendered effective today, on 14 October 2024. Heidi Skogster and Martin Randel will remain directors until their term of office expiring on Kindred's next annual general meeting to be held in 2025. In accordance with article 77 of the Company's articles of association, with effect from 14 October 2024, the Board of Directors of Kindred has elected Pascal Chaffard, Edeline Minaire and Célia Vérot as new Directors upon proposal of La Française des Jeux, in replacement of the resigning Directors and in order to fill some of the casual vacancies arising as a result of the abovementioned resignations. The appointment of such Directors shall be for a term which shall expire at Kindred's next annual general meeting to be held in 2025. Pascal Chaffard has been elected as new Chairperson of the Board. Biographies of the new Directors are available below. Following these changes, the Board of Directors of Kindred will consist of Pascal Chaffard, Edeline Minaire, Célia Vérot, Heidi Skogster and Martin Randel. In addition, with effect from 14 October 2024, the Company's Audit Committee shall be composed of Heidi Skogster (Chairperson), Martin Randel and Edeline Minaire, while the Company's Remuneration Committee shall be composed of Pascal Chaffard (Chairperson), Martin Randel and Heidi Skogster. Pascal Chaffard Pascal Chaffard joined FDJ in 1994. He held the positions of Head of Strategy and Transformation (2010-2013), Product Marketing Director (2006-2009) and Financial Planning and Analysis Director (2001-2006). He is currently Executive Vice-President Finance, Performance and Strategy. Edeline Minaire Edeline Minaire is a Finance Director with extensive experience across major corporations. She has worked at Française des Jeux (FDJ) since 2016, serving as Finance Director from 2019, where she led key automation and digitalization projects. Prior roles at FDJ include Director of Accounting and Treasury. Before that, she held senior finance roles at Lafarge, playing a critical part in the LafargeHolcim merger. She began her career at Ernst & Young in audit and IFRS consulting. Célia Vérot Célia Vérot has been FDJ's Chief Regulation Officer since May 2024. Prior to this, she spent more than 10 years at the French Conseil d'Etat, where she held a number of jurisdictional positions. In the civil service, she was then Deputy Secretary General and Advisor at the French Prime Minister's Office. She also worked at the French multinational company Veolia Water as Vice President of Veolia Water Japan and at the Fondation du Patrimoine, a non-profit organization, as Chief Executive Officer during the last seven years.お知らせ • Oct 10+ 1 more updateKindred Group plc(OM:KIND SDB) dropped from S&P Global BMI IndexKindred Group plc(OM:KIND SDB) dropped from S&P Global BMI IndexBoard Change • Apr 25High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. No highly experienced directors. Independent Non-Executive Director Heidi Skogster is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Mar 15Full year 2023 earnings released: EPS: UK£0.22 (vs UK£0.55 in FY 2022)Full year 2023 results: EPS: UK£0.22 (down from UK£0.55 in FY 2022). Revenue: UK£1.21b (up 13% from FY 2022). Net income: UK£46.5m (down 61% from FY 2022). Profit margin: 3.8% (down from 11% in FY 2022). Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, compared to a 7.3% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Board Change • Mar 02Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 8 new directors. No experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). Independent Non-Executive Director Heidi Skogster is the most experienced director on the board, commencing their role in 2021. Independent Chairman of the Board Evert Carlsson was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Reported Earnings • Feb 09Full year 2023 earnings released: EPS: UK£0.22 (vs UK£0.55 in FY 2022)Full year 2023 results: EPS: UK£0.22 (down from UK£0.55 in FY 2022). Revenue: UK£1.21b (up 13% from FY 2022). Net income: UK£46.5m (down 61% from FY 2022). Profit margin: 3.8% (down from 11% in FY 2022). Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • Feb 07Kindred Group Appoints Nils Andén as Permanent CEOKindred Group plc (Kindred) announced that Nils Andén has been appointed permanent CEO by the Board of Directors and enters the position with immediate effect. Nils Andén was appointed interim CEO in May 2023.お知らせ • Jan 23FDJ Reportedly Nears Roughly $2.5 Billion Deal for Kindred GroupLa Française des Jeux Société anonyme (ENXTPA:FDJ) is in talks to acquire Kindred Group plc (OM:KIND SDB) for around $2.5 billion, according to people familiar with the matter, in a deal that would create one of Europe’s biggest online gambling companies. A deal could be announced as soon as January 22, 2024, assuming talks don’t break down, the people said. It would follow calls for the possible sale of the Stockholm-listed company by Corvex Management, a New York activist investor headed by Keith Meister.Valuation Update With 7 Day Price Move • Jan 22Investor sentiment improves as stock rises 30%After last week's 30% share price gain to kr122, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 20x in the Hospitality industry in the United Kingdom. Total returns to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr120 per share.New Risk • Nov 30New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 9.6% Last year net profit margin: 14% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (9.6% net profit margin).Reported Earnings • Nov 30Third quarter 2023 earnings released: EPS: UK£0.06 (vs UK£0.26 in 3Q 2022)Third quarter 2023 results: EPS: UK£0.06 (down from UK£0.26 in 3Q 2022). Revenue: UK£283.9m (up 2.2% from 3Q 2022). Net income: UK£12.4m (down 79% from 3Q 2022). Profit margin: 4.4% (down from 21% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.お知らせ • Nov 29Kindred Group plc, Annual General Meeting, Apr 26, 2024Kindred Group plc, Annual General Meeting, Apr 26, 2024.Buying Opportunity • Oct 24Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be kr113, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 21% in 2 years. Earnings is forecast to grow by 12% in the next 2 years.Upcoming Dividend • Oct 16Upcoming dividend of UK£0.17 per share at 4.9% yieldEligible shareholders must have bought the stock before 23 October 2023. Payment date: 27 October 2023. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 4.9%. Lower than top quartile of British dividend payers (6.5%). Higher than average of industry peers (2.0%).お知らせ • Oct 13Kindred Group plc Announces Second Instalment of Dividend, Payable on 27 October 2023Kindred Group announced that the dividend of GBP 0.345 per share/SDR would be paid out in two equal instalments. The first payment was distributed on 27 April 2023. The following dates apply to the second instalment: Ex-dividend date is 23 October 2023, Record date is 24 October 2023 and Distribution by Euroclear Sweden AB on 27 October 2023.お知らせ • Oct 12Kindred Group plc to Report Q3, 2023 Results on Nov 29, 2023Kindred Group plc announced that they will report Q3, 2023 results at 7:30 AM, Central European Standard Time on Nov 29, 2023Reported Earnings • Jul 26Second quarter 2023 earnings released: EPS: UK£0.13 (vs UK£0.026 in 2Q 2022)Second quarter 2023 results: EPS: UK£0.13 (up from UK£0.026 in 2Q 2022). Revenue: UK£307.3m (up 29% from 2Q 2022). Net income: UK£27.7m (up 378% from 2Q 2022). Profit margin: 9.0% (up from 2.4% in 2Q 2022). Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 15+ 3 more updatesKindred Group plc to Report Q1, 2024 Results on Apr 24, 2024Kindred Group plc announced that they will report Q1, 2024 results at 7:30 AM, Central European Standard Time on Apr 24, 2024お知らせ • Jul 12Kindred Group plc Launches Proprietary Tech Platform in PennsylvaniaKindred Group plc announced that it expands its proprietary platform to Pennsylvania, providing customers with an enhanced experience, personalised content and products, as well as improved analytics. Customers in Pennsylvania were able to access Unibet Casino and Sportsbook apps on the Kindred platform from July 10, 2023.お知らせ • Jun 21+ 1 more updateKindred Group plc Announces Executive AppointmentsKindred Group plc announced executive appointments. The company announced that two additional interim appointments have been made to the Executive Team. Usha Ganesan will assume the role as Interim Chief Finance Operations Officer, and Neil Banbury will assume the role as Interim Chief Commercial & Marketing Officer. All appointments will remain as interim until the strategic review is concluded.お知らせ • May 18Kindred Group plc Announces Executive ChangesKindred Group plc announced that its Board of Directors has received the resignation of CEO Henrik Tjärnström, effective immediately. The Board of Directors has appointed Nils Andén as interim CEO, also effective immediately. Nils Andén joined Kindred Group in 2020 as Chief Commercial Officer for Scandinavia, East and South Europe and North America. He has worked at Kindred in the past, holding a number of positions between 2006 and 2016 as Head of Poker and Head of Established Markets before spending the final four years as Chief Marketing Officer for the Unibet brand. Nils has also held positions as Chief Marketing Officer at CurrencyFair and as Director of Digital Marketing at GVC Group (now Entain Group). He is also a member of the Board of EasyPark Group.お知らせ • May 16Kindred Group plc Announces Resignation of Johan Wilsby as Chief Financial OfficerKindred Group plc (Kindred) announces that Johan Wilsby, Chief Financial Officer at Kindred since September 2020, will leave his position later this year. The process of appointing a successor has started. Johan Wilsby will leave Kindred during the autumn of 2023.お知らせ • May 11Kindred Group plc Announces Launch in New JerseyKindred Group plc (Kindred) is now live in the US with the Kindred Platform. As previously communicated, Kindred received the final approval for its proprietary gaming platform from the New Jersey regulatory, the Division of Gaming Enforcement (NJDGE), earlier this year. The platform will provide an enhanced customer experience with customisable and personalised content and products, as well as improved analytics and flexibility.Board Change • Apr 28High number of new and inexperienced directorsThere are 3 new directors who have joined the board in the last 3 years. The company's board is composed of: 3 new directors. No experienced directors. No highly experienced directors. Independent Non-Executive Director Heidi Skogster is the most experienced director on the board, commencing their role in 2021. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Apr 15Upcoming dividend of UK£0.17 per share at 4.1% yieldEligible shareholders must have bought the stock before 21 April 2023. Payment date: 27 April 2023. Payout ratio is a comfortable 63% and the cash payout ratio is 81%. Trailing yield: 4.1%. Lower than top quartile of British dividend payers (5.8%). Higher than average of industry peers (1.5%).Reported Earnings • Mar 18Full year 2022 earnings released: EPS: UK£0.55 (vs UK£1.31 in FY 2021)Full year 2022 results: EPS: UK£0.55 (down from UK£1.31 in FY 2021). Revenue: UK£1.07b (down 15% from FY 2021). Net income: UK£119.9m (down 59% from FY 2021). Profit margin: 11% (down from 23% in FY 2021). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 63% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Feb 10Full year 2022 earnings released: EPS: UK£0.55 (vs UK£1.31 in FY 2021)Full year 2022 results: EPS: UK£0.55 (down from UK£1.31 in FY 2021). Revenue: UK£1.07b (down 15% from FY 2021). Net income: UK£119.9m (down 59% from FY 2021). Profit margin: 11% (down from 23% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 25% per year.お知らせ • Dec 02Kindred Group plc to Report Q4, 2023 Results on Feb 07, 2024Kindred Group plc announced that they will report Q4, 2023 results on Feb 07, 2024Buying Opportunity • Nov 22Now 20% undervaluedOver the last 90 days, the stock is up 6.5%. The fair value is estimated to be kr127, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 38%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 24% per annum over the same time period.Upcoming Dividend • Nov 07Upcoming dividend of UK£0.17 per shareEligible shareholders must have bought the stock before 14 November 2022. Payment date: 18 November 2022. Payout ratio is a comfortable 51% but the company is paying out more than the cash it is generating. Trailing yield: 4.2%. Lower than top quartile of British dividend payers (6.0%). Higher than average of industry peers (1.2%).Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: UK£0.26 (vs UK£0.27 in 3Q 2021)Third quarter 2022 results: EPS: UK£0.26 (down from UK£0.27 in 3Q 2021). Revenue: UK£277.8m (down 6.9% from 3Q 2021). Net income: UK£57.9m (down 4.5% from 3Q 2021). Profit margin: 21% (in line with 3Q 2021). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 24+ 1 more updateKindred Group plc to Report Q2, 2023 Results on Jul 25, 2023Kindred Group plc announced that they will report Q2, 2023 results at 7:30 AM, Central European Standard Time on Jul 25, 2023Upcoming Dividend • May 09Upcoming dividend of UK£0.17 per shareEligible shareholders must have bought the stock before 16 May 2022. Payment date: 20 May 2022. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 4.2%. Lower than top quartile of British dividend payers (4.8%). Higher than average of industry peers (1.0%).Valuation Update With 7 Day Price Move • May 05Investor sentiment improved over the past weekAfter last week's 36% share price gain to kr105, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 19x in the Hospitality industry in the United Kingdom. Total returns to shareholders of 54% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr190 per share.Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: UK£0.03 (vs UK£0.32 in 1Q 2021)First quarter 2022 results: EPS: UK£0.03 (down from UK£0.32 in 1Q 2021). Revenue: UK£246.7m (down 30% from 1Q 2021). Net income: UK£6.30m (down 91% from 1Q 2021). Profit margin: 2.6% (down from 21% in 1Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 4.0%, compared to a 39% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Fredrik Peyron was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Apr 14Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to kr87.94, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 20x in the Hospitality industry in the United Kingdom. Total returns to shareholders of 8.3% over the past three years.Reported Earnings • Mar 19Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: UK£1.31 (up from UK£0.73 in FY 2020). Revenue: UK£1.26b (up 11% from FY 2020). Net income: UK£295.3m (up 79% from FY 2020). Profit margin: 23% (up from 15% in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is expected to shrink by 1.8% compared to a 39% growth forecast for the restaurants industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Feb 16Chief Technology Officer recently bought kr103k worth of stockOn the 9th of February, Marcus Smedman bought around 1k shares on-market at roughly kr103 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold kr8.2m more in shares than they bought in the last 12 months.Reported Earnings • Feb 11Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: UK£1.31 (up from UK£0.73 in FY 2020). Revenue: UK£1.26b (up 11% from FY 2020). Net income: UK£295.3m (up 79% from FY 2020). Profit margin: 23% (up from 15% in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is expected to shrink by 3.1% compared to a 39% growth forecast for the restaurants industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 10Kindred Group plc to Report Fiscal Year 2022 Results on Feb 08, 2023Kindred Group plc announced that they will report fiscal year 2022 results on Feb 08, 2023Board Change • Dec 31High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Fredrik Peyron was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Oct 08High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. No experienced directors. 1 highly experienced director. Independent Non-Executive Director Peter Boggs is the most experienced director on the board, commencing their role in 2002. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Valuation Update With 7 Day Price Move • Oct 01Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to kr131, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 25x in the Hospitality industry in the United Kingdom. Total returns to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr180 per share.お知らせ • Sep 12Kindred Group plc through its Brand Unibet, Continuing its US Expansion by First Launching Mobile Sportsbook in ArizonaKindred Group plc (Kindred), is through its brand Unibet, continuing its US expansion by first launching mobile sportsbook in Arizona, with retail sportsbook following shortly. Unibet enters the Arizona market under its partnership with the Fort Yuma Quechan Tribe of the Fort Yuma Indian Reservation. In addition to Arizona being Unibet's sixth US state, it is also the company's first step toward the West Coast.Recent Insider Transactions • Sep 08Chief Marketing Officer recently sold kr1.0m worth of stockOn the 6th of September, Elena Barber sold around 6k shares on-market at roughly kr161 per share. In the last 3 months, there was an even bigger sale from another insider worth kr1.6m. Insiders have been net sellers, collectively disposing of kr8.4m more than they bought in the last 12 months.Recent Insider Transactions • Aug 13Chief Technology Officer recently sold kr1.6m worth of stockOn the 4th of August, Marcus Smedman sold around 11k shares on-market at roughly kr139 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of kr7.4m more than they bought in the last 12 months.業績と収益の成長予測BATS-CHIXE:KINDS - アナリストの将来予測と過去の財務データ ( )GBP Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20261,448201N/A301212/31/20251,380190260266512/31/20241,29215020820856/30/20241,24157149203N/A3/31/20241,21445106161N/A12/31/20231,21147109164N/A9/30/20231,187130104156N/A6/30/20231,181176128181N/A3/31/20231,121147120168N/A12/31/20221,06912091139N/A9/30/20221,0081455298N/A6/30/20221,0291485199N/A3/31/20221,154229144193N/A12/31/20211,260295237282N/A9/30/20211,379305352393N/A6/30/20211,362297364396N/A3/31/20211,233237365392N/A12/31/20201,130165290316N/A9/30/20201,00291194223N/A6/30/202094757153193N/A3/31/20209384377123N/A12/31/20199135763120N/A9/30/201992785103160N/A6/30/2019931104105156N/A3/31/2019924117127182N/A12/31/2018908132157206N/A9/30/2018896143156207N/A6/30/2018858136188239N/A3/31/2018806131N/A216N/A12/31/2017751117N/A203N/A9/30/201766696N/A164N/A6/30/201761587N/A121N/A3/31/201757580N/A123N/A12/31/201654484N/A122N/A9/30/201650374N/A111N/A6/30/201644766N/A109N/A3/31/201640066N/A94N/A12/31/201535456N/A79N/A9/30/201532150N/A76N/A6/30/201531553N/A63N/A3/31/201531288N/A74N/A12/31/201431293N/A76N/A9/30/201430895N/A79N/A6/30/201429286N/A82N/A3/31/201427745N/A63N/A12/31/201326840N/A61N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: KINDSの予測収益成長率 (年間39.9% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: KINDSの収益 ( 39.9% ) はUK市場 ( 11.5% ) よりも速いペースで成長すると予測されています。高成長収益: KINDSの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: KINDSの収益 ( 6.4% ) UK市場 ( 4.5% ) よりも速いペースで成長すると予測されています。高い収益成長: KINDSの収益 ( 6.4% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: KINDSの 自己資本利益率 は、3年後には高くなると予測されています ( 26.4 %)成長企業の発掘7D1Y7D1Y7D1YConsumer-services 業界の高成長企業。View Past Performance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2024/10/18 19:59終値2024/10/16 00:00収益2024/06/30年間収益2023/12/31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Kindred Group plc 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12 アナリスト機関Jack CummingsBerenbergKiranjot GrewalBofA Global ResearchMikael LaséenCarnegie Investment Bank AB9 その他のアナリストを表示
お知らせ • Oct 29Nasdaq Stockholm Approves Kindred Group's Request for Delisting of the SDRs from Nasdaq Stockholm, Last Day of Trading to Be on 11 November 2024Nasdaq Stockholm has approved Kindred Group plc's (‘Kindred’ or the ‘Company’) request for delisting of the Swedish Depository Receipts (the ‘SDRs’) in Kindred from Nasdaq Stockholm. The last day of trading in the SDRs will be on 11 November 2024. As previously announced, Kindred has applied for de-listing of the Company's SDRs from Nasdaq Stockholm. Nasdaq Stockholm has now approved the application and resolved that the last day of trading in the SDRs will be on 11 November 2024.
お知らせ • Oct 27Kindred Group Applies for Delisting of Swedish Depository Receipts from Nasdaq Stockholm Following La Française des Jeux's Public OfferLa Française des Jeux SA's (‘FDJ’) recommended public offer to the holders of Swedish Depository Receipts (the ‘SDRs’) in Kindred Group plc (‘Kindred’ or the ‘Company’) to tender all their SDRs in the Company at a price of SEK 130 in cash per SDR (the ‘Offer’) was declared unconditional on 3 October 2024. After the end of the extended acceptance period, FDJ controls in total approximately 98.60% of the outstanding SDRs in the Company. Against this background, the board of directors of Kindred has applied for delisting of the SDRs in Kindred from Nasdaq Stockholm. In order to provide the remaining holders of SDRs in the Company with the opportunity to accept the Offer, FDJ extended the acceptance period of the Offer until and including 18 October 2024. During the extended acceptance period, the Offer has been accepted by SDR holders with a total of 14,734,917 SDRs, corresponding to approximately 6.83% of the outstanding SDRs in the Company. After the end of the extended acceptance period, FDJ thus controls in total 212,794,208 SDRs, corresponding to approximately 98.60% of the outstanding SDRs in the Company. FDJ has on 23 October 2024 initiated squeeze-out proceedings of the SDRs in Kindred not held by FDJ, and requested that the board of directors of Kindred applies for delisting of the SDRs in the Company from Nasdaq Stockholm. In light of the above, the board of directors of Kindred has on October 24, 2024, in accordance with FDJ's request, applied for delisting of the SDRs in the Company from Nasdaq Stockholm. Kindred will announce the last day of trading as soon as Nasdaq Stockholm has confirmed the date to the Company.
お知らせ • Oct 22La Française des Jeux Intends Delisting of Kindred's SDRs from Nasdaq StockholmLa Française des Jeux (FDJ) announced that, following the extension until 18 October of its public tender offer for Kindred Group plc., 14,734,917 new Kindred Swedish Depositary Receipts (SDRs), representing 6.83% of the share capital, were tendered. Following the first settlement-delivery of the offer on 11 October 2024, FDJ already held 91.77% of Kindred's share capital. FDJ's shareholding in Kindred will therefore be 98.60% following settlement-delivery of the extended offer, expected to take place on 29 October 2024. As FDJ holds over 90% of Kindred's share capital, it intends to request the implementation of the squeeze-out procedure in accordance with Kindred's articles of association in order to acquire all the shares not tendered in the public offer and the delisting of Kindred's SDRs from Nasdaq Stockholm.
お知らせ • Oct 15Kindred Group plc Announces Changes in the Board of DirectorsKindred Group plc has received the resignations of the Chairman of the Board, Evert Carlsson, and the Directors James H. Gemmel, Cédric Boireau, Andrew McCue, Jonas Jansson and Kenneth Shea, which resignations have been rendered effective today, on 14 October 2024. Heidi Skogster and Martin Randel will remain directors until their term of office expiring on Kindred's next annual general meeting to be held in 2025. In accordance with article 77 of the Company's articles of association, with effect from 14 October 2024, the Board of Directors of Kindred has elected Pascal Chaffard, Edeline Minaire and Célia Vérot as new Directors upon proposal of La Française des Jeux, in replacement of the resigning Directors and in order to fill some of the casual vacancies arising as a result of the abovementioned resignations. The appointment of such Directors shall be for a term which shall expire at Kindred's next annual general meeting to be held in 2025. Pascal Chaffard has been elected as new Chairperson of the Board. Biographies of the new Directors are available below. Following these changes, the Board of Directors of Kindred will consist of Pascal Chaffard, Edeline Minaire, Célia Vérot, Heidi Skogster and Martin Randel. In addition, with effect from 14 October 2024, the Company's Audit Committee shall be composed of Heidi Skogster (Chairperson), Martin Randel and Edeline Minaire, while the Company's Remuneration Committee shall be composed of Pascal Chaffard (Chairperson), Martin Randel and Heidi Skogster. Pascal Chaffard Pascal Chaffard joined FDJ in 1994. He held the positions of Head of Strategy and Transformation (2010-2013), Product Marketing Director (2006-2009) and Financial Planning and Analysis Director (2001-2006). He is currently Executive Vice-President Finance, Performance and Strategy. Edeline Minaire Edeline Minaire is a Finance Director with extensive experience across major corporations. She has worked at Française des Jeux (FDJ) since 2016, serving as Finance Director from 2019, where she led key automation and digitalization projects. Prior roles at FDJ include Director of Accounting and Treasury. Before that, she held senior finance roles at Lafarge, playing a critical part in the LafargeHolcim merger. She began her career at Ernst & Young in audit and IFRS consulting. Célia Vérot Célia Vérot has been FDJ's Chief Regulation Officer since May 2024. Prior to this, she spent more than 10 years at the French Conseil d'Etat, where she held a number of jurisdictional positions. In the civil service, she was then Deputy Secretary General and Advisor at the French Prime Minister's Office. She also worked at the French multinational company Veolia Water as Vice President of Veolia Water Japan and at the Fondation du Patrimoine, a non-profit organization, as Chief Executive Officer during the last seven years.
お知らせ • Oct 10+ 1 more updateKindred Group plc(OM:KIND SDB) dropped from S&P Global BMI IndexKindred Group plc(OM:KIND SDB) dropped from S&P Global BMI Index
Board Change • Apr 25High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. No highly experienced directors. Independent Non-Executive Director Heidi Skogster is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Mar 15Full year 2023 earnings released: EPS: UK£0.22 (vs UK£0.55 in FY 2022)Full year 2023 results: EPS: UK£0.22 (down from UK£0.55 in FY 2022). Revenue: UK£1.21b (up 13% from FY 2022). Net income: UK£46.5m (down 61% from FY 2022). Profit margin: 3.8% (down from 11% in FY 2022). Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, compared to a 7.3% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Board Change • Mar 02Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 8 new directors. No experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). Independent Non-Executive Director Heidi Skogster is the most experienced director on the board, commencing their role in 2021. Independent Chairman of the Board Evert Carlsson was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Reported Earnings • Feb 09Full year 2023 earnings released: EPS: UK£0.22 (vs UK£0.55 in FY 2022)Full year 2023 results: EPS: UK£0.22 (down from UK£0.55 in FY 2022). Revenue: UK£1.21b (up 13% from FY 2022). Net income: UK£46.5m (down 61% from FY 2022). Profit margin: 3.8% (down from 11% in FY 2022). Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 07Kindred Group Appoints Nils Andén as Permanent CEOKindred Group plc (Kindred) announced that Nils Andén has been appointed permanent CEO by the Board of Directors and enters the position with immediate effect. Nils Andén was appointed interim CEO in May 2023.
お知らせ • Jan 23FDJ Reportedly Nears Roughly $2.5 Billion Deal for Kindred GroupLa Française des Jeux Société anonyme (ENXTPA:FDJ) is in talks to acquire Kindred Group plc (OM:KIND SDB) for around $2.5 billion, according to people familiar with the matter, in a deal that would create one of Europe’s biggest online gambling companies. A deal could be announced as soon as January 22, 2024, assuming talks don’t break down, the people said. It would follow calls for the possible sale of the Stockholm-listed company by Corvex Management, a New York activist investor headed by Keith Meister.
Valuation Update With 7 Day Price Move • Jan 22Investor sentiment improves as stock rises 30%After last week's 30% share price gain to kr122, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 20x in the Hospitality industry in the United Kingdom. Total returns to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr120 per share.
New Risk • Nov 30New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 9.6% Last year net profit margin: 14% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (9.6% net profit margin).
Reported Earnings • Nov 30Third quarter 2023 earnings released: EPS: UK£0.06 (vs UK£0.26 in 3Q 2022)Third quarter 2023 results: EPS: UK£0.06 (down from UK£0.26 in 3Q 2022). Revenue: UK£283.9m (up 2.2% from 3Q 2022). Net income: UK£12.4m (down 79% from 3Q 2022). Profit margin: 4.4% (down from 21% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
お知らせ • Nov 29Kindred Group plc, Annual General Meeting, Apr 26, 2024Kindred Group plc, Annual General Meeting, Apr 26, 2024.
Buying Opportunity • Oct 24Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be kr113, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 21% in 2 years. Earnings is forecast to grow by 12% in the next 2 years.
Upcoming Dividend • Oct 16Upcoming dividend of UK£0.17 per share at 4.9% yieldEligible shareholders must have bought the stock before 23 October 2023. Payment date: 27 October 2023. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 4.9%. Lower than top quartile of British dividend payers (6.5%). Higher than average of industry peers (2.0%).
お知らせ • Oct 13Kindred Group plc Announces Second Instalment of Dividend, Payable on 27 October 2023Kindred Group announced that the dividend of GBP 0.345 per share/SDR would be paid out in two equal instalments. The first payment was distributed on 27 April 2023. The following dates apply to the second instalment: Ex-dividend date is 23 October 2023, Record date is 24 October 2023 and Distribution by Euroclear Sweden AB on 27 October 2023.
お知らせ • Oct 12Kindred Group plc to Report Q3, 2023 Results on Nov 29, 2023Kindred Group plc announced that they will report Q3, 2023 results at 7:30 AM, Central European Standard Time on Nov 29, 2023
Reported Earnings • Jul 26Second quarter 2023 earnings released: EPS: UK£0.13 (vs UK£0.026 in 2Q 2022)Second quarter 2023 results: EPS: UK£0.13 (up from UK£0.026 in 2Q 2022). Revenue: UK£307.3m (up 29% from 2Q 2022). Net income: UK£27.7m (up 378% from 2Q 2022). Profit margin: 9.0% (up from 2.4% in 2Q 2022). Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 15+ 3 more updatesKindred Group plc to Report Q1, 2024 Results on Apr 24, 2024Kindred Group plc announced that they will report Q1, 2024 results at 7:30 AM, Central European Standard Time on Apr 24, 2024
お知らせ • Jul 12Kindred Group plc Launches Proprietary Tech Platform in PennsylvaniaKindred Group plc announced that it expands its proprietary platform to Pennsylvania, providing customers with an enhanced experience, personalised content and products, as well as improved analytics. Customers in Pennsylvania were able to access Unibet Casino and Sportsbook apps on the Kindred platform from July 10, 2023.
お知らせ • Jun 21+ 1 more updateKindred Group plc Announces Executive AppointmentsKindred Group plc announced executive appointments. The company announced that two additional interim appointments have been made to the Executive Team. Usha Ganesan will assume the role as Interim Chief Finance Operations Officer, and Neil Banbury will assume the role as Interim Chief Commercial & Marketing Officer. All appointments will remain as interim until the strategic review is concluded.
お知らせ • May 18Kindred Group plc Announces Executive ChangesKindred Group plc announced that its Board of Directors has received the resignation of CEO Henrik Tjärnström, effective immediately. The Board of Directors has appointed Nils Andén as interim CEO, also effective immediately. Nils Andén joined Kindred Group in 2020 as Chief Commercial Officer for Scandinavia, East and South Europe and North America. He has worked at Kindred in the past, holding a number of positions between 2006 and 2016 as Head of Poker and Head of Established Markets before spending the final four years as Chief Marketing Officer for the Unibet brand. Nils has also held positions as Chief Marketing Officer at CurrencyFair and as Director of Digital Marketing at GVC Group (now Entain Group). He is also a member of the Board of EasyPark Group.
お知らせ • May 16Kindred Group plc Announces Resignation of Johan Wilsby as Chief Financial OfficerKindred Group plc (Kindred) announces that Johan Wilsby, Chief Financial Officer at Kindred since September 2020, will leave his position later this year. The process of appointing a successor has started. Johan Wilsby will leave Kindred during the autumn of 2023.
お知らせ • May 11Kindred Group plc Announces Launch in New JerseyKindred Group plc (Kindred) is now live in the US with the Kindred Platform. As previously communicated, Kindred received the final approval for its proprietary gaming platform from the New Jersey regulatory, the Division of Gaming Enforcement (NJDGE), earlier this year. The platform will provide an enhanced customer experience with customisable and personalised content and products, as well as improved analytics and flexibility.
Board Change • Apr 28High number of new and inexperienced directorsThere are 3 new directors who have joined the board in the last 3 years. The company's board is composed of: 3 new directors. No experienced directors. No highly experienced directors. Independent Non-Executive Director Heidi Skogster is the most experienced director on the board, commencing their role in 2021. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Apr 15Upcoming dividend of UK£0.17 per share at 4.1% yieldEligible shareholders must have bought the stock before 21 April 2023. Payment date: 27 April 2023. Payout ratio is a comfortable 63% and the cash payout ratio is 81%. Trailing yield: 4.1%. Lower than top quartile of British dividend payers (5.8%). Higher than average of industry peers (1.5%).
Reported Earnings • Mar 18Full year 2022 earnings released: EPS: UK£0.55 (vs UK£1.31 in FY 2021)Full year 2022 results: EPS: UK£0.55 (down from UK£1.31 in FY 2021). Revenue: UK£1.07b (down 15% from FY 2021). Net income: UK£119.9m (down 59% from FY 2021). Profit margin: 11% (down from 23% in FY 2021). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 63% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Feb 10Full year 2022 earnings released: EPS: UK£0.55 (vs UK£1.31 in FY 2021)Full year 2022 results: EPS: UK£0.55 (down from UK£1.31 in FY 2021). Revenue: UK£1.07b (down 15% from FY 2021). Net income: UK£119.9m (down 59% from FY 2021). Profit margin: 11% (down from 23% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 25% per year.
お知らせ • Dec 02Kindred Group plc to Report Q4, 2023 Results on Feb 07, 2024Kindred Group plc announced that they will report Q4, 2023 results on Feb 07, 2024
Buying Opportunity • Nov 22Now 20% undervaluedOver the last 90 days, the stock is up 6.5%. The fair value is estimated to be kr127, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 38%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 24% per annum over the same time period.
Upcoming Dividend • Nov 07Upcoming dividend of UK£0.17 per shareEligible shareholders must have bought the stock before 14 November 2022. Payment date: 18 November 2022. Payout ratio is a comfortable 51% but the company is paying out more than the cash it is generating. Trailing yield: 4.2%. Lower than top quartile of British dividend payers (6.0%). Higher than average of industry peers (1.2%).
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: UK£0.26 (vs UK£0.27 in 3Q 2021)Third quarter 2022 results: EPS: UK£0.26 (down from UK£0.27 in 3Q 2021). Revenue: UK£277.8m (down 6.9% from 3Q 2021). Net income: UK£57.9m (down 4.5% from 3Q 2021). Profit margin: 21% (in line with 3Q 2021). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 24+ 1 more updateKindred Group plc to Report Q2, 2023 Results on Jul 25, 2023Kindred Group plc announced that they will report Q2, 2023 results at 7:30 AM, Central European Standard Time on Jul 25, 2023
Upcoming Dividend • May 09Upcoming dividend of UK£0.17 per shareEligible shareholders must have bought the stock before 16 May 2022. Payment date: 20 May 2022. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 4.2%. Lower than top quartile of British dividend payers (4.8%). Higher than average of industry peers (1.0%).
Valuation Update With 7 Day Price Move • May 05Investor sentiment improved over the past weekAfter last week's 36% share price gain to kr105, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 19x in the Hospitality industry in the United Kingdom. Total returns to shareholders of 54% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr190 per share.
Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: UK£0.03 (vs UK£0.32 in 1Q 2021)First quarter 2022 results: EPS: UK£0.03 (down from UK£0.32 in 1Q 2021). Revenue: UK£246.7m (down 30% from 1Q 2021). Net income: UK£6.30m (down 91% from 1Q 2021). Profit margin: 2.6% (down from 21% in 1Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is forecast to grow 4.0%, compared to a 39% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Fredrik Peyron was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to kr87.94, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 20x in the Hospitality industry in the United Kingdom. Total returns to shareholders of 8.3% over the past three years.
Reported Earnings • Mar 19Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: UK£1.31 (up from UK£0.73 in FY 2020). Revenue: UK£1.26b (up 11% from FY 2020). Net income: UK£295.3m (up 79% from FY 2020). Profit margin: 23% (up from 15% in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is expected to shrink by 1.8% compared to a 39% growth forecast for the restaurants industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Feb 16Chief Technology Officer recently bought kr103k worth of stockOn the 9th of February, Marcus Smedman bought around 1k shares on-market at roughly kr103 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold kr8.2m more in shares than they bought in the last 12 months.
Reported Earnings • Feb 11Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: UK£1.31 (up from UK£0.73 in FY 2020). Revenue: UK£1.26b (up 11% from FY 2020). Net income: UK£295.3m (up 79% from FY 2020). Profit margin: 23% (up from 15% in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is expected to shrink by 3.1% compared to a 39% growth forecast for the restaurants industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 10Kindred Group plc to Report Fiscal Year 2022 Results on Feb 08, 2023Kindred Group plc announced that they will report fiscal year 2022 results on Feb 08, 2023
Board Change • Dec 31High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Fredrik Peyron was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Oct 08High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. No experienced directors. 1 highly experienced director. Independent Non-Executive Director Peter Boggs is the most experienced director on the board, commencing their role in 2002. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Valuation Update With 7 Day Price Move • Oct 01Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to kr131, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 25x in the Hospitality industry in the United Kingdom. Total returns to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr180 per share.
お知らせ • Sep 12Kindred Group plc through its Brand Unibet, Continuing its US Expansion by First Launching Mobile Sportsbook in ArizonaKindred Group plc (Kindred), is through its brand Unibet, continuing its US expansion by first launching mobile sportsbook in Arizona, with retail sportsbook following shortly. Unibet enters the Arizona market under its partnership with the Fort Yuma Quechan Tribe of the Fort Yuma Indian Reservation. In addition to Arizona being Unibet's sixth US state, it is also the company's first step toward the West Coast.
Recent Insider Transactions • Sep 08Chief Marketing Officer recently sold kr1.0m worth of stockOn the 6th of September, Elena Barber sold around 6k shares on-market at roughly kr161 per share. In the last 3 months, there was an even bigger sale from another insider worth kr1.6m. Insiders have been net sellers, collectively disposing of kr8.4m more than they bought in the last 12 months.
Recent Insider Transactions • Aug 13Chief Technology Officer recently sold kr1.6m worth of stockOn the 4th of August, Marcus Smedman sold around 11k shares on-market at roughly kr139 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of kr7.4m more than they bought in the last 12 months.