View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active.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 EventsOrascom Development Holding 将来の成長Future 基準チェック /46Orascom Development Holding利益と収益がそれぞれ年間66.5%と13.7%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9.1% 66.5%なると予測されています。主要情報66.5%収益成長率66.47%EPS成長率Hospitality 収益成長18.0%収益成長率13.7%将来の株主資本利益率9.08%アナリストカバレッジLow最終更新日08 May 2025今後の成長に関する最新情報Breakeven Date Change • Dec 30Forecast to breakeven in 2022The 2 analysts covering Orascom Development Holding expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of CHF42.5m in 2022. Average annual earnings growth of 107% is required to achieve expected profit on schedule.すべての更新を表示Recent updatesお知らせ • Apr 18Orascom Development Holding AG, Annual General Meeting, May 08, 2025Orascom Development Holding AG, Annual General Meeting, May 08, 2025, at 15:00 W. Europe Standard Time.お知らせ • Feb 27LPSO Foundation Company completed the acquisition of remaining 19.7% stake in Orascom Development Holding AG (SWX:ODHN) for CHF 65.9 million.LPSO Foundation Company proposed to launch a tender offer to acquire remaining 22.13% stake in Orascom Development Holding AG (SWX:ODHN) for CHF 74.1 million on December 17, 2024. LPSO will acquire 13.2 million shares at a price of CHF 5.6 per share. LPSO will finance the Offer with funds provided by the Major Shareholder Group. The tender offer is expected to commence on January 9, 2025 and to end on February 5, 2025, 4:00 p.m. Central European Time (CET) (subject to any extension). After the expiration, if the Offer is declared successful, there will be an additional acceptance period of ten (10) Trading Days for the subsequent acceptance of the Offer (the "Additional Acceptance Period"). The Additional Acceptance Period is expected to begin on February 12, 2025 and to end on February 25, 2025, 4.00 p.m. Central European Time (CET) and intends to launch a Squeeze out and to delist the Orascom Shares from SIX following the Settlement. The board of directors of Orascom Development Holding AG has unanimously approved the transaction and has abstained from making a recommendation to the shareholders regarding the acceptance or rejection of the Offer. The transaction is expected to close on February 5, 2025. UBS Group AG acted as financial advisor to LPSO Foundation Company. IFBC AG acted as fairness opinion provider to Orascom Development Holding AG. Marcel Jans and Klaus Krohmann of BDO Ltd acted as accountant to Orascom Development Holding AG. Tino Gaberthüel and Simone Ehrsam of Lenz & Staehelin acted as legal advisor to Orascom Development Holding AG. LPSO Foundation Company completed the acquisition of remaining 19.7% stake in Orascom Development Holding AG (SWX:ODHN) for CHF 65.9 million on February 25, 2025. The settlement of the offer is expected to occur on March 11, 2025.お知らせ • Feb 26Shares of Orascom to Delist from the Exchange After Completion of TransactionLPSO Holding Ltd, an entity controlled by the Sawiris family, has secured a shareholding of 97.52% in Switzerland-based real estate and hospitality company Orascom Development Holding as of the end of an additional offer period. According to provisional results, LPSO now holds 58.3 million shares, or 97.52% of the capital, subject to completion of the offer. The settlement is expected to occur on March 11, 2025. After that, LPSO intends to delist Orascom.Board Change • Jan 16Less 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. Independent Lead Director Jurgen Fischer was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Dec 19LPSO Foundation Company proposed to launch a tender offer to acquire remaining 22.13% stake in Orascom Development Holding AG (SWX:ODHN) for CHF 74.1 million.LPSO Foundation Company proposed to launch a tender offer to acquire remaining 22.13% stake in Orascom Development Holding AG (SWX:ODHN) for CHF 74.1 million on December 17, 2024. LPSO will acquire 13.2 million shares at a price of CHF 5.6 per share. LPSO will finance the Offer with funds provided by the Major Shareholder Group. The tender offer is expected to commence on January 9, 2025 and to end on February 5, 2025, 4:00 p.m. Central European Time (CET) (subject to any extension). After the expiration, if the Offer is declared successful, there will be an additional acceptance period of ten (10) Trading Days for the subsequent acceptance of the Offer (the "Additional Acceptance Period"). The Additional Acceptance Period is expected to begin on February 12, 2025 and to end on February 25, 2025, 4.00 p.m. Central European Time (CET) and intends to launch a Squeeze out and to delist the Orascom Shares from SIX following the Settlement. The board of directors of Orascom Development Holding AG has unanimously approved the transaction and has abstained from making a recommendation to the shareholders regarding the acceptance or rejection of the Offer. The transaction is expected to close on February 5, 2025. UBS Group AG acted as financial advisor to LPSO Foundation Company. IFBC AG acted as fairness opinion provider to Orascom Development Holding AG. Marcel Jans and Klaus Krohmann of BDO Ltd acted as accountant to Orascom Development Holding AG. Tino Gaberthüel and Simone Ehrsam of Lenz & Staehelin acted as legal advisor to Orascom Development Holding AG.Board Change • Dec 18Less 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. Independent Lead Director Jurgen Fischer was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Dec 12+ 4 more updatesOrascom Development Holding AG to Report Fiscal Year 2024 Final Results on Apr 22, 2025Orascom Development Holding AG announced that they will report fiscal year 2024 final results at 12:00 PM, Central European Standard Time on Apr 22, 2025Board Change • Jun 06Less 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. Independent Lead Director Jurgen Fischer was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • May 05+ 2 more updatesOrascom Development Holding AG to Report Nine Months, 2024 Results on Nov 14, 2024Orascom Development Holding AG announced that they will report nine months, 2024 results on Nov 14, 2024お知らせ • Apr 23Orascom Development Holding AG, Annual General Meeting, May 13, 2024Orascom Development Holding AG, Annual General Meeting, May 13, 2024, at 15:00 Central European Standard Time. Agenda: To consider Approval of the Annual Report, the Annual Financial Statements and the Consolidated Financial Statements; to consider allocation of annual result; to consider consultative vote on the 2023 Compensation Report; to consider granting of discharge to the members of the Board of Directors and the Executive Management; to consider approval of the compensation of the Board of Directors and the Executive Management; to consider re-election of directors; to consider re-election of the auditors; and to consider other matters.Board Change • Mar 20Less 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. Independent Lead Director Jurgen Fischer was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Mar 12Orascom Development Holding AG to Report Fiscal Year 2023 Results on Mar 26, 2024Orascom Development Holding AG announced that they will report fiscal year 2023 results at 7:00 AM, Central European Standard Time on Mar 26, 2024Reported Earnings • Nov 19Third quarter 2023 earnings released: EPS: CHF0.03 (vs CHF0.043 in 3Q 2022)Third quarter 2023 results: EPS: CHF0.03. Revenue: CHF156.9m (down 17% from 3Q 2022). Net income: CHF1.80m (up 3.7% from 3Q 2022). Profit margin: 1.1% (up from 0.9% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Hospitality industry in the United Kingdom.お知らせ • Nov 08Orascom Development Holding AG to Report Nine Months, 2023 Results on Nov 16, 2023Orascom Development Holding AG announced that they will report nine months, 2023 results on Nov 16, 2023New Risk • Oct 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.2% 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 Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Shareholders have been diluted in the past year (48% increase in shares outstanding).Reported Earnings • Aug 18Second quarter 2023 earnings released: EPS: CHF0.07 (vs CHF0.031 in 2Q 2022)Second quarter 2023 results: EPS: CHF0.07 (up from CHF0.031 in 2Q 2022). Revenue: CHF135.0m (up 5.0% from 2Q 2022). Net income: CHF3.60m (up 183% from 2Q 2022). Profit margin: 2.7% (up from 1.0% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.お知らせ • Aug 08Orascom Development Holding AG to Report First Half, 2023 Results on Aug 17, 2023Orascom Development Holding AG announced that they will report first half, 2023 results on Aug 17, 2023お知らせ • May 17Orascom Development Holding AG to Report Q1, 2023 Results on May 17, 2023Orascom Development Holding AG announced that they will report Q1, 2023 results on May 17, 2023お知らせ • Feb 01Orascom Development Holding AG Appoints Wael Al Lawati as the New Chief Executive Officer of MuriyaOrascom Development Holding AG announced the appointment of Wael Al Lawati as the New Chief Executive Officer of Muriya, including the awarding-winning communities of Jebel Sifah and Hawana Salalah. In support of Orascom Development's ambition to be a pre-eminent, multi-national developer, Al Lawati will be responsible for setting the business agenda for the Group's Oman destinations, including leading the overall strategy in alignment with Orascom Development's strategy, facilitating delivery against the annual business plans and instilling best practices throughout these destinations. In addition, he will be an integral member of Orascom Development's Executive Committee, reporting directly to the Group CEO, Omar El Hamamsy. Al Lawati brings a wealth of experience and proven track record of delivering results in tourism, real estate and other sectors. As a seasoned Omani National, he has held several other leadership positions including CEO of Oman Tourism Development Company (OMRAN) and founder of The Wave Muscat (AlMouj), where he successfully led Oman's first integrated tourism and real estate development. More recently, he served as COO for a real estate advisory and spearheaded international growth at DAMAC Properties. Additionally, Al Lawati was a board member of Muriya between 2008 and 2015. Al Lawati was selected as a member of the Young Arab Leaders and was a board member of the Middle East Leadership Academy (MELA). He previously served on the boards of the Oman Society of Engineers and the Oman Society of Contractors. His engineering background coupled with Real Estate Certification from Cornell University and Executive Education at Harvard Business School, IMD and INSEAD provide him with a well-rounded profile and track record.Reported Earnings • Nov 18Third quarter 2022 earnings released: EPS: CHF0.04 (vs CHF0.024 loss in 3Q 2021)Third quarter 2022 results: EPS: CHF0.04 (up from CHF0.024 loss in 3Q 2021). Revenue: CHF188.9m (up 30% from 3Q 2021). Net income: CHF1.74m (up CHF2.71m from 3Q 2021). Profit margin: 0.9% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Director Maria Rioumine was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Sep 05No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Director Maria Rioumine was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Jun 29Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CHF7.32, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 18x in the Hospitality industry in the United Kingdom. Total loss to shareholders of 54% over the past three years.Reported Earnings • May 19First quarter 2022 earnings released: EPS: CHF0.25 (vs CHF0.065 loss in 1Q 2021)First quarter 2022 results: EPS: CHF0.25 (up from CHF0.065 loss in 1Q 2021). Revenue: CHF141.9m (up 33% from 1Q 2021). Net income: CHF10.0m (up CHF12.7m from 1Q 2021). Profit margin: 7.1% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 29%, compared to a 29% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.Board Change • Apr 27Less 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. 8 non-independent directors. Independent Lead Director Jurg Weber was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 02Full year 2021 earnings released: CHF0.14 loss per share (vs CHF0.84 loss in FY 2020)Full year 2021 results: CHF0.14 loss per share (up from CHF0.84 loss in FY 2020). Revenue: CHF538.5m (up 40% from FY 2020). Net loss: CHF5.68m (loss narrowed 83% from FY 2020). Over the next year, revenue is forecast to grow 34%, 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 36% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.Breakeven Date Change • Dec 30Forecast to breakeven in 2022The 2 analysts covering Orascom Development Holding expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of CHF42.5m in 2022. Average annual earnings growth of 107% is required to achieve expected profit on schedule.Board Change • Dec 30Less 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. 8 non-independent directors. Independent Lead Director Jürg Weber was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 19Third quarter 2021 earnings released: CHF0.024 loss per share (vs CHF0.21 loss in 3Q 2020)The company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: CHF145.9m (up 51% from 3Q 2020). Net loss: CHF974.4k (loss narrowed 88% from 3Q 2020). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Board Change • Nov 16Less 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. 8 non-independent directors. Director Barbara Heller was the last director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Aug 17Less 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. 8 non-independent directors. Director Barbara Heller was the last director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Jul 01First quarter 2021 earnings released: CHF0.065 loss per share (vs CHF0.12 loss in 1Q 2020)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2021 results: Revenue: CHF106.5m (up 15% from 1Q 2020). Net loss: CHF2.61m (loss narrowed 47% from 1Q 2020). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Executive Departure • May 14Non-Executive Director has left the companyOn the 6th of May, Adil Douiri's tenure in the role of Non-Executive Director ended. As of December 2020, Adil personally held 57.87k shares (CHF562k worth at the time). A total of 3 executives have left over the last 12 months.Executive Departure • May 14Non-Executive Director has left the companyOn the 6th of May, Marco Sieber's tenure as Non-Executive Director ended after 8.0 years in the role. As of December 2020, Marco personally held 96.29k shares (CHF935k worth at the time). A total of 3 executives have left over the last 12 months.業績と収益の成長予測LSE:0QOY - アナリストの将来予測と過去の財務データ ( )CHF 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12/31/202683643N/AN/A112/31/202577344N/AN/A112/31/20246313388N/A9/30/2024686-2-15106N/A6/30/2024708-1-11118N/A3/31/2024676-12-4481N/A12/31/202363125-10025N/A9/30/202363620-112-13N/A6/30/202367319-125-19N/A3/31/202367317-111-5N/A12/31/202269023-7923N/A9/30/202262613-5234N/A6/30/202258311-4036N/A3/31/20225747-2940N/A12/31/2021539-6-1642N/A9/30/2021497-14-466N/A6/30/2021447-22-315N/A3/31/2021399-31-33-2N/A12/31/2020386-34-316N/A9/30/2020388-27-1839N/A6/30/2020394-27-5523N/A3/31/2020448-19-4626N/A12/31/2019453-16-5420N/A9/30/2019438-33-605N/A6/30/2019408-38-3718N/A3/31/2019364-45-5211N/A12/31/2018340-50-528N/A9/30/2018301-42N/A21N/A6/30/2018291-40N/A6N/A3/31/2018266-35N/A25N/A12/31/2017244-41N/A19N/A9/30/2017238-166N/A0N/A6/30/2017237-174N/A12N/A3/31/2017229-183N/A-6N/A12/31/2016237-196N/A-9N/A9/30/2016230-84N/A-9N/A6/30/2016251-64N/A-5N/A3/31/2016292-49N/A-32N/A12/31/2015306-19N/A-24N/A9/30/20153129N/A-28N/A6/30/201529414N/A-40N/A3/31/201525640N/A-19N/A12/31/201425142N/A-26N/A9/30/2014241-46N/A-19N/A6/30/2014224-78N/A-34N/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: 0QOYの予測収益成長率 (年間66.5% ) は 貯蓄率 ( 2.3% ) を上回っています。収益対市場: 0QOYの収益 ( 66.5% ) 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: 0QOY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: 0QOYの収益 ( 13.7% ) 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: 0QOYの収益 ( 13.7% ) 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: 0QOYの 自己資本利益率 は、3年後には低くなると予測されています ( 9.1 %)。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2025/05/17 14:18終値2025/02/17 00:00収益2024/12/31年間収益2024/12/31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Orascom Development Holding AG 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。5 アナリスト機関Jan HasmanEFG-Hermes ResearchEyad FarajGoldman SachsAnkur KhetawatHC Brokerage2 その他のアナリストを表示
Breakeven Date Change • Dec 30Forecast to breakeven in 2022The 2 analysts covering Orascom Development Holding expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of CHF42.5m in 2022. Average annual earnings growth of 107% is required to achieve expected profit on schedule.
お知らせ • Apr 18Orascom Development Holding AG, Annual General Meeting, May 08, 2025Orascom Development Holding AG, Annual General Meeting, May 08, 2025, at 15:00 W. Europe Standard Time.
お知らせ • Feb 27LPSO Foundation Company completed the acquisition of remaining 19.7% stake in Orascom Development Holding AG (SWX:ODHN) for CHF 65.9 million.LPSO Foundation Company proposed to launch a tender offer to acquire remaining 22.13% stake in Orascom Development Holding AG (SWX:ODHN) for CHF 74.1 million on December 17, 2024. LPSO will acquire 13.2 million shares at a price of CHF 5.6 per share. LPSO will finance the Offer with funds provided by the Major Shareholder Group. The tender offer is expected to commence on January 9, 2025 and to end on February 5, 2025, 4:00 p.m. Central European Time (CET) (subject to any extension). After the expiration, if the Offer is declared successful, there will be an additional acceptance period of ten (10) Trading Days for the subsequent acceptance of the Offer (the "Additional Acceptance Period"). The Additional Acceptance Period is expected to begin on February 12, 2025 and to end on February 25, 2025, 4.00 p.m. Central European Time (CET) and intends to launch a Squeeze out and to delist the Orascom Shares from SIX following the Settlement. The board of directors of Orascom Development Holding AG has unanimously approved the transaction and has abstained from making a recommendation to the shareholders regarding the acceptance or rejection of the Offer. The transaction is expected to close on February 5, 2025. UBS Group AG acted as financial advisor to LPSO Foundation Company. IFBC AG acted as fairness opinion provider to Orascom Development Holding AG. Marcel Jans and Klaus Krohmann of BDO Ltd acted as accountant to Orascom Development Holding AG. Tino Gaberthüel and Simone Ehrsam of Lenz & Staehelin acted as legal advisor to Orascom Development Holding AG. LPSO Foundation Company completed the acquisition of remaining 19.7% stake in Orascom Development Holding AG (SWX:ODHN) for CHF 65.9 million on February 25, 2025. The settlement of the offer is expected to occur on March 11, 2025.
お知らせ • Feb 26Shares of Orascom to Delist from the Exchange After Completion of TransactionLPSO Holding Ltd, an entity controlled by the Sawiris family, has secured a shareholding of 97.52% in Switzerland-based real estate and hospitality company Orascom Development Holding as of the end of an additional offer period. According to provisional results, LPSO now holds 58.3 million shares, or 97.52% of the capital, subject to completion of the offer. The settlement is expected to occur on March 11, 2025. After that, LPSO intends to delist Orascom.
Board Change • Jan 16Less 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. Independent Lead Director Jurgen Fischer was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Dec 19LPSO Foundation Company proposed to launch a tender offer to acquire remaining 22.13% stake in Orascom Development Holding AG (SWX:ODHN) for CHF 74.1 million.LPSO Foundation Company proposed to launch a tender offer to acquire remaining 22.13% stake in Orascom Development Holding AG (SWX:ODHN) for CHF 74.1 million on December 17, 2024. LPSO will acquire 13.2 million shares at a price of CHF 5.6 per share. LPSO will finance the Offer with funds provided by the Major Shareholder Group. The tender offer is expected to commence on January 9, 2025 and to end on February 5, 2025, 4:00 p.m. Central European Time (CET) (subject to any extension). After the expiration, if the Offer is declared successful, there will be an additional acceptance period of ten (10) Trading Days for the subsequent acceptance of the Offer (the "Additional Acceptance Period"). The Additional Acceptance Period is expected to begin on February 12, 2025 and to end on February 25, 2025, 4.00 p.m. Central European Time (CET) and intends to launch a Squeeze out and to delist the Orascom Shares from SIX following the Settlement. The board of directors of Orascom Development Holding AG has unanimously approved the transaction and has abstained from making a recommendation to the shareholders regarding the acceptance or rejection of the Offer. The transaction is expected to close on February 5, 2025. UBS Group AG acted as financial advisor to LPSO Foundation Company. IFBC AG acted as fairness opinion provider to Orascom Development Holding AG. Marcel Jans and Klaus Krohmann of BDO Ltd acted as accountant to Orascom Development Holding AG. Tino Gaberthüel and Simone Ehrsam of Lenz & Staehelin acted as legal advisor to Orascom Development Holding AG.
Board Change • Dec 18Less 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. Independent Lead Director Jurgen Fischer was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Dec 12+ 4 more updatesOrascom Development Holding AG to Report Fiscal Year 2024 Final Results on Apr 22, 2025Orascom Development Holding AG announced that they will report fiscal year 2024 final results at 12:00 PM, Central European Standard Time on Apr 22, 2025
Board Change • Jun 06Less 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. Independent Lead Director Jurgen Fischer was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • May 05+ 2 more updatesOrascom Development Holding AG to Report Nine Months, 2024 Results on Nov 14, 2024Orascom Development Holding AG announced that they will report nine months, 2024 results on Nov 14, 2024
お知らせ • Apr 23Orascom Development Holding AG, Annual General Meeting, May 13, 2024Orascom Development Holding AG, Annual General Meeting, May 13, 2024, at 15:00 Central European Standard Time. Agenda: To consider Approval of the Annual Report, the Annual Financial Statements and the Consolidated Financial Statements; to consider allocation of annual result; to consider consultative vote on the 2023 Compensation Report; to consider granting of discharge to the members of the Board of Directors and the Executive Management; to consider approval of the compensation of the Board of Directors and the Executive Management; to consider re-election of directors; to consider re-election of the auditors; and to consider other matters.
Board Change • Mar 20Less 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. Independent Lead Director Jurgen Fischer was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 12Orascom Development Holding AG to Report Fiscal Year 2023 Results on Mar 26, 2024Orascom Development Holding AG announced that they will report fiscal year 2023 results at 7:00 AM, Central European Standard Time on Mar 26, 2024
Reported Earnings • Nov 19Third quarter 2023 earnings released: EPS: CHF0.03 (vs CHF0.043 in 3Q 2022)Third quarter 2023 results: EPS: CHF0.03. Revenue: CHF156.9m (down 17% from 3Q 2022). Net income: CHF1.80m (up 3.7% from 3Q 2022). Profit margin: 1.1% (up from 0.9% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Hospitality industry in the United Kingdom.
お知らせ • Nov 08Orascom Development Holding AG to Report Nine Months, 2023 Results on Nov 16, 2023Orascom Development Holding AG announced that they will report nine months, 2023 results on Nov 16, 2023
New Risk • Oct 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.2% 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 Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Shareholders have been diluted in the past year (48% increase in shares outstanding).
Reported Earnings • Aug 18Second quarter 2023 earnings released: EPS: CHF0.07 (vs CHF0.031 in 2Q 2022)Second quarter 2023 results: EPS: CHF0.07 (up from CHF0.031 in 2Q 2022). Revenue: CHF135.0m (up 5.0% from 2Q 2022). Net income: CHF3.60m (up 183% from 2Q 2022). Profit margin: 2.7% (up from 1.0% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
お知らせ • Aug 08Orascom Development Holding AG to Report First Half, 2023 Results on Aug 17, 2023Orascom Development Holding AG announced that they will report first half, 2023 results on Aug 17, 2023
お知らせ • May 17Orascom Development Holding AG to Report Q1, 2023 Results on May 17, 2023Orascom Development Holding AG announced that they will report Q1, 2023 results on May 17, 2023
お知らせ • Feb 01Orascom Development Holding AG Appoints Wael Al Lawati as the New Chief Executive Officer of MuriyaOrascom Development Holding AG announced the appointment of Wael Al Lawati as the New Chief Executive Officer of Muriya, including the awarding-winning communities of Jebel Sifah and Hawana Salalah. In support of Orascom Development's ambition to be a pre-eminent, multi-national developer, Al Lawati will be responsible for setting the business agenda for the Group's Oman destinations, including leading the overall strategy in alignment with Orascom Development's strategy, facilitating delivery against the annual business plans and instilling best practices throughout these destinations. In addition, he will be an integral member of Orascom Development's Executive Committee, reporting directly to the Group CEO, Omar El Hamamsy. Al Lawati brings a wealth of experience and proven track record of delivering results in tourism, real estate and other sectors. As a seasoned Omani National, he has held several other leadership positions including CEO of Oman Tourism Development Company (OMRAN) and founder of The Wave Muscat (AlMouj), where he successfully led Oman's first integrated tourism and real estate development. More recently, he served as COO for a real estate advisory and spearheaded international growth at DAMAC Properties. Additionally, Al Lawati was a board member of Muriya between 2008 and 2015. Al Lawati was selected as a member of the Young Arab Leaders and was a board member of the Middle East Leadership Academy (MELA). He previously served on the boards of the Oman Society of Engineers and the Oman Society of Contractors. His engineering background coupled with Real Estate Certification from Cornell University and Executive Education at Harvard Business School, IMD and INSEAD provide him with a well-rounded profile and track record.
Reported Earnings • Nov 18Third quarter 2022 earnings released: EPS: CHF0.04 (vs CHF0.024 loss in 3Q 2021)Third quarter 2022 results: EPS: CHF0.04 (up from CHF0.024 loss in 3Q 2021). Revenue: CHF188.9m (up 30% from 3Q 2021). Net income: CHF1.74m (up CHF2.71m from 3Q 2021). Profit margin: 0.9% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Director Maria Rioumine was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Sep 05No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Director Maria Rioumine was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Jun 29Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CHF7.32, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 18x in the Hospitality industry in the United Kingdom. Total loss to shareholders of 54% over the past three years.
Reported Earnings • May 19First quarter 2022 earnings released: EPS: CHF0.25 (vs CHF0.065 loss in 1Q 2021)First quarter 2022 results: EPS: CHF0.25 (up from CHF0.065 loss in 1Q 2021). Revenue: CHF141.9m (up 33% from 1Q 2021). Net income: CHF10.0m (up CHF12.7m from 1Q 2021). Profit margin: 7.1% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 29%, compared to a 29% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
Board Change • Apr 27Less 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. 8 non-independent directors. Independent Lead Director Jurg Weber was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 02Full year 2021 earnings released: CHF0.14 loss per share (vs CHF0.84 loss in FY 2020)Full year 2021 results: CHF0.14 loss per share (up from CHF0.84 loss in FY 2020). Revenue: CHF538.5m (up 40% from FY 2020). Net loss: CHF5.68m (loss narrowed 83% from FY 2020). Over the next year, revenue is forecast to grow 34%, 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 36% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
Breakeven Date Change • Dec 30Forecast to breakeven in 2022The 2 analysts covering Orascom Development Holding expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of CHF42.5m in 2022. Average annual earnings growth of 107% is required to achieve expected profit on schedule.
Board Change • Dec 30Less 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. 8 non-independent directors. Independent Lead Director Jürg Weber was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 19Third quarter 2021 earnings released: CHF0.024 loss per share (vs CHF0.21 loss in 3Q 2020)The company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: CHF145.9m (up 51% from 3Q 2020). Net loss: CHF974.4k (loss narrowed 88% from 3Q 2020). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Board Change • Nov 16Less 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. 8 non-independent directors. Director Barbara Heller was the last director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Aug 17Less 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. 8 non-independent directors. Director Barbara Heller was the last director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jul 01First quarter 2021 earnings released: CHF0.065 loss per share (vs CHF0.12 loss in 1Q 2020)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2021 results: Revenue: CHF106.5m (up 15% from 1Q 2020). Net loss: CHF2.61m (loss narrowed 47% from 1Q 2020). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Executive Departure • May 14Non-Executive Director has left the companyOn the 6th of May, Adil Douiri's tenure in the role of Non-Executive Director ended. As of December 2020, Adil personally held 57.87k shares (CHF562k worth at the time). A total of 3 executives have left over the last 12 months.
Executive Departure • May 14Non-Executive Director has left the companyOn the 6th of May, Marco Sieber's tenure as Non-Executive Director ended after 8.0 years in the role. As of December 2020, Marco personally held 96.29k shares (CHF935k worth at the time). A total of 3 executives have left over the last 12 months.