View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active.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 EventsBergs Timber 将来の成長Future 基準チェック /46Bergs Timber利益と収益がそれぞれ年間104.7%と11.4%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9.7% 104.7%なると予測されています。主要情報104.7%収益成長率104.72%EPS成長率Forestry 収益成長19.4%収益成長率11.4%将来の株主資本利益率9.73%アナリストカバレッジLow最終更新日27 Oct 2023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 updatesRecent Insider Transactions • Dec 17Director recently bought kr1.4m worth of stockOn the 13th of December, Jon Gudmundsson bought around 32k shares on-market at roughly kr44.45 per share. This transaction amounted to 3.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold kr3.0m more in shares than they bought in the last 12 months.お知らせ • Dec 06+ 1 more updateBergs Timber AB (publ)(OM:BRG B) dropped from OMX Nordic All-Share IndexBergs Timber AB (publ) has been dropped from OMX Nordic All-Share Index.Recent Insider Transactions • Dec 05President & CEO recently sold kr4.9m worth of stockOn the 30th of November, Peter Nilsson sold around 110k shares on-market at roughly kr44.50 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Peter has been a net seller over the last 12 months, reducing personal holdings by kr4.6m.Reported Earnings • Oct 28Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: kr795.0m (up 12% from 3Q 2022). Net loss: kr19.0m (down 186% from profit in 3Q 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Forestry industry in Europe.お知らせ • Oct 27+ 3 more updatesBergs Timber AB (publ) to Report Nine Months, 2024 Results on Oct 25, 2024Bergs Timber AB (publ) announced that they will report nine months, 2024 results on Oct 25, 2024Board Change • Sep 26No 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 Anna Rasmuson 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.Recent Insider Transactions • Jul 27President & CEO recently bought kr280k worth of stockOn the 25th of July, Peter Nilsson bought around 10k shares on-market at roughly kr28.00 per share. This transaction amounted to 10.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Peter's only on-market trade for the last 12 months.Reported Earnings • Jul 26Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: kr796.0m (down 21% from 2Q 2022). Net loss: kr40.0m (down 126% from profit in 2Q 2022). Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, while revenues in the Forestry industry in Europe are expected to remain flat.お知らせ • Jun 30Bergs Timber AB (publ) (OM:BRG B) acquired 100% stake in Hedlunda Holding Ab from Dalvi Ab and Firmum AB for approximately SEK 225 million.Bergs Timber AB (publ) (OM:BRG B) acquired 100% stake in Hedlunda Holding Ab from Dalvi Ab and Firmum AB for approximately SEK 225 million on June 29, 2023. The purchase price on a cash and debt-free basis and SEK 140 million will be paid immediately and remaining SEK 85 million will may paid to Dalvi Ab and Firmum AB based on the performance over the next two financial years. The purchase price is financed through a new loan of SEK 200 million within the framework of the existing loan agreement with Danske Bank and SEB. Jerry Johansson remains in his position as CEO of Hedlunda Holding Ab. Hedlunda Holding Ab will be reported in a new product area, Furniture & Components of Bergs. Erneholm Haskel AB acted as financial advisor and Advokatfirman Vinge KB acted as legal advisor to Advokatfirman Vinge KB.Bergs Timber AB (publ) (OM:BRG B) completed the acquisition of 100% stake in Hedlunda Holding Ab from Dalvi Ab and Firmum AB on June 29, 2023.Reported Earnings • May 05First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: kr718.0m (down 21% from 1Q 2022). Net loss: kr18.0m (down 129% from profit in 1Q 2022). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, while revenues in the Forestry industry in Europe are expected to remain flat.Upcoming Dividend • Apr 29Upcoming dividend of kr2.00 per share at 5.5% yieldEligible shareholders must have bought the stock before 05 May 2023. Payment date: 11 May 2023. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 5.5%. Lower than top quartile of British dividend payers (5.8%). In line with average of industry peers (5.8%).Reported Earnings • Apr 05Full year 2022 earnings released: EPS: kr6.66 (vs kr12.03 in FY 2021)Full year 2022 results: EPS: kr6.66 (down from kr12.03 in FY 2021). Revenue: kr3.27b (up 6.9% from FY 2021). Net income: kr231.0m (down 45% from FY 2021). Profit margin: 7.1% (down from 14% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Forestry industry in Europe.Reported Earnings • Feb 05Full year 2022 earnings released: EPS: kr6.66 (vs kr12.03 in FY 2021)Full year 2022 results: EPS: kr6.66 (down from kr12.03 in FY 2021). Revenue: kr3.27b (up 6.9% from FY 2021). Net income: kr231.0m (down 45% from FY 2021). Profit margin: 7.1% (down from 14% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to decline by 2.1% p.a. on average during the next 2 years, while revenues in the Forestry industry in Europe are expected to remain flat.お知らせ • Feb 03+ 4 more updatesBergs Timber AB (publ) to Report Fiscal Year 2023 Results on Jan 31, 2024Bergs Timber AB (publ) announced that they will report fiscal year 2023 results on Jan 31, 2024Board 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 Anna Rasmuson 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.Reported Earnings • Oct 27Second quarter 2022 earnings released: EPS: kr4.41 (vs kr3.40 in 2Q 2021)Second quarter 2022 results: EPS: kr4.41 (up from kr3.40 in 2Q 2021). Revenue: kr1.01b (up 22% from 2Q 2021). Net income: kr153.0m (up 30% from 2Q 2021). Profit margin: 15% (in line with 2Q 2021). Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, while revenues in the Forestry industry in Europe are expected to remain flat.Buying Opportunity • Oct 27Now 26% undervalued after recent price dropOver the last 90 days, the stock is down 37%. The fair value is estimated to be kr40.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 76%. Revenue is forecast to decline by 0.09% in 2 years. Earnings is forecast to decline by 42% in the next 2 years.Board Change • Oct 20No 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 Anna Rasmuson 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.Buying Opportunity • Sep 01Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be kr51.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 76%. Revenue is forecast to decline by 0.1% in 2 years. Earnings is forecast to decline by 42% in the next 2 years.Reported Earnings • Jul 26Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: kr1.01b (up 23% from 2Q 2021). Net income: kr153.0m (up 30% from 2Q 2021). Profit margin: 15% (in line with 2Q 2021). Over the next year, revenue is expected to shrink by 2.8% compared to a 5.5% growth forecast for the industry in the United Kingdom.Board Change • Jul 21No 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 Anna Rasmuson 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 • Jun 17No 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 Anna Rasmuson 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 • May 18Investor sentiment improved over the past weekAfter last week's 20% share price gain to kr5.98, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 9x in the Forestry industry in Europe. Total loss to shareholders of 6.4% over the past year. Simply Wall St's valuation model estimates the intrinsic value at kr3.77 per share.Recent Insider Transactions • May 12Chief Financial Officer recently bought kr103k worth of stockOn the 6th of May, Anders Marklund bought around 20k shares on-market at roughly kr5.15 per share. This was the largest purchase by an insider in the last 3 months. Anders has been a buyer over the last 12 months, purchasing a net total of kr313k worth in shares.Reported Earnings • May 06First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: kr912.0m (up 54% from 1Q 2021). Net income: kr63.0m (up 19% from 1Q 2021). Profit margin: 6.9% (down from 8.9% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is expected to shrink by 5.9% compared to a 6.3% growth forecast for the industry in the United Kingdom.Upcoming Dividend • Apr 29Upcoming dividend of kr0.30 per shareEligible shareholders must have bought the stock before 06 May 2022. Payment date: 12 May 2022. Payout ratio is a comfortable 25% but the company is not cash flow positive. Trailing yield: 5.3%. Within top quartile of British dividend payers (4.6%). Higher than average of industry peers (3.2%).Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. No independent directors (6 non-independent directors). Director Gudmundur Jonsson was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Apr 03Full year 2021 earnings released: EPS: kr1.20 (vs kr0.30 in FY 2020)Full year 2021 results: EPS: kr1.20 (up from kr0.30 in FY 2020). Revenue: kr3.06b (up 42% from FY 2020). Net income: kr417.0m (up 297% from FY 2020). Profit margin: 14% (up from 4.9% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 1.4%, compared to a 3.9% growth forecast for the industry in the United Kingdom.Board Change • Feb 22No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. No independent directors (6 non-independent directors). Director Gudmundur Jónsson was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Recent Insider Transactions • Feb 12Chief Financial Officer recently bought kr104k worth of stockOn the 9th of February, Anders Marklund bought around 20k shares on-market at roughly kr5.22 per share. This was the largest purchase by an insider in the last 3 months. Anders has been a buyer over the last 12 months, purchasing a net total of kr312k worth in shares.Reported Earnings • Feb 04Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Revenue: kr3.07b (up 43% from FY 2020). Net income: kr417.0m (up 297% from FY 2020). Profit margin: 14% (up from 4.9% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Over the next year, revenue is expected to shrink by 6.2% compared to a 4.3% growth forecast for the industry in the United Kingdom.Valuation Update With 7 Day Price Move • Nov 30Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to kr4.77, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Forestry industry in Europe.Reported Earnings • Oct 29Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: kr847.0m (up 64% from 3Q 2020). Net income: kr158.0m (up 464% from 3Q 2020). Profit margin: 19% (up from 5.4% in 3Q 2020). The increase in margin was driven by higher revenue.Board Change • Sep 10No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 4 highly experienced directors. No independent directors (8 non-independent directors). Chairman of the Board Michael Bertorp was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Jul 30Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: kr829.0m (up 52% from 2Q 2020). Net income: kr118.0m (up kr105.0m from 2Q 2020). Profit margin: 14% (up from 2.4% in 2Q 2020). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • May 27Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to kr5.56, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Forestry industry in Europe. Total returns to shareholders of 110% over the past three years.Reported Earnings • May 06First quarter 2021 earnings releasedThe company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: kr596.0m (up 13% from 1Q 2020). Net income: kr53.0m (up 165% from 1Q 2020). Profit margin: 8.9% (up from 3.8% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has increased by 33% per year, which means it is well ahead of earnings.Upcoming Dividend • Apr 29Upcoming dividend of kr0.20 per shareEligible shareholders must have bought the stock before 06 May 2021. Payment date: 12 May 2021. Trailing yield: 1.8%. Lower than top quartile of British dividend payers (4.1%). Lower than average of industry peers (2.6%).業績と収益の成長予測LSE:0H2W - アナリストの将来予測と過去の財務データ ( )SEK 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12/31/20253,805205156278312/31/20243,52916086204312/31/20233,121-6613023839/30/20232,925-84124282N/A6/30/20232,856-43300450N/A3/31/20233,072150238355N/A12/31/20223,267231384491N/A9/30/20223,417326376494N/A6/30/20223,555462102252N/A3/31/20223,372427149297N/A12/31/20213,055417-7865N/A9/30/20212,823373-7733N/A6/30/20212,49524366137N/A3/31/20212,214138187253N/A12/31/20202,149105286355N/A9/30/20201,99641213306N/A6/30/20201,94018173290N/A3/31/20202,0143259175N/A12/31/20192,0564316147N/A9/30/20192,0417838134N/A6/30/20192,384131-1070N/A3/31/20192,476146-50105N/A12/31/20182,27314147177N/A8/31/20182,03812790200N/A5/31/20181,53477105162N/A2/28/20181,3925076120N/A11/30/20171,3183763100N/A8/31/20171,24425N/A112N/A5/31/20171,14316N/A9N/A2/28/20171,002-3N/A-8N/A11/30/2016941-5N/A10N/A8/31/2016894-4N/A-34N/A5/31/2016884-26N/A18N/A2/29/2016909-20N/A34N/A11/30/2015912-22N/A22N/A8/31/2015853-29N/A40N/A5/31/2015789-5N/A-5N/A2/28/2015727-7N/A-23N/A11/30/2014663-7N/A-14N/A8/31/2014666-11N/A-48N/A5/31/2014644-1N/A-18N/A2/28/2014639-17N/A11N/A11/30/2013652-13N/A-10N/A8/31/2013664-24N/A28N/A5/31/2013715-45N/A17N/A2/28/2013753-42N/A8N/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: 0H2Wは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 1.5% ) よりも高い成長率であると考えられます。収益対市場: 0H2W今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: 0H2W今後 3 年以内に収益を上げることが予想されます。収益対市場: 0H2Wの収益 ( 11.4% ) 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: 0H2Wの収益 ( 11.4% ) 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: 0H2W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 ( 9.7 %)。成長企業の発掘7D1Y7D1Y7D1YMaterials 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2023/12/23 22:46終値2023/12/21 00:00収益2023/09/30年間収益2022/12/31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Bergs Timber AB (publ) 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Victor KrüegerABG Sundal Collier SponsoredAlexander VilvalPareto Securities
Recent Insider Transactions • Dec 17Director recently bought kr1.4m worth of stockOn the 13th of December, Jon Gudmundsson bought around 32k shares on-market at roughly kr44.45 per share. This transaction amounted to 3.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold kr3.0m more in shares than they bought in the last 12 months.
お知らせ • Dec 06+ 1 more updateBergs Timber AB (publ)(OM:BRG B) dropped from OMX Nordic All-Share IndexBergs Timber AB (publ) has been dropped from OMX Nordic All-Share Index.
Recent Insider Transactions • Dec 05President & CEO recently sold kr4.9m worth of stockOn the 30th of November, Peter Nilsson sold around 110k shares on-market at roughly kr44.50 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Peter has been a net seller over the last 12 months, reducing personal holdings by kr4.6m.
Reported Earnings • Oct 28Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: kr795.0m (up 12% from 3Q 2022). Net loss: kr19.0m (down 186% from profit in 3Q 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Forestry industry in Europe.
お知らせ • Oct 27+ 3 more updatesBergs Timber AB (publ) to Report Nine Months, 2024 Results on Oct 25, 2024Bergs Timber AB (publ) announced that they will report nine months, 2024 results on Oct 25, 2024
Board Change • Sep 26No 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 Anna Rasmuson 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.
Recent Insider Transactions • Jul 27President & CEO recently bought kr280k worth of stockOn the 25th of July, Peter Nilsson bought around 10k shares on-market at roughly kr28.00 per share. This transaction amounted to 10.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Peter's only on-market trade for the last 12 months.
Reported Earnings • Jul 26Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: kr796.0m (down 21% from 2Q 2022). Net loss: kr40.0m (down 126% from profit in 2Q 2022). Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, while revenues in the Forestry industry in Europe are expected to remain flat.
お知らせ • Jun 30Bergs Timber AB (publ) (OM:BRG B) acquired 100% stake in Hedlunda Holding Ab from Dalvi Ab and Firmum AB for approximately SEK 225 million.Bergs Timber AB (publ) (OM:BRG B) acquired 100% stake in Hedlunda Holding Ab from Dalvi Ab and Firmum AB for approximately SEK 225 million on June 29, 2023. The purchase price on a cash and debt-free basis and SEK 140 million will be paid immediately and remaining SEK 85 million will may paid to Dalvi Ab and Firmum AB based on the performance over the next two financial years. The purchase price is financed through a new loan of SEK 200 million within the framework of the existing loan agreement with Danske Bank and SEB. Jerry Johansson remains in his position as CEO of Hedlunda Holding Ab. Hedlunda Holding Ab will be reported in a new product area, Furniture & Components of Bergs. Erneholm Haskel AB acted as financial advisor and Advokatfirman Vinge KB acted as legal advisor to Advokatfirman Vinge KB.Bergs Timber AB (publ) (OM:BRG B) completed the acquisition of 100% stake in Hedlunda Holding Ab from Dalvi Ab and Firmum AB on June 29, 2023.
Reported Earnings • May 05First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: kr718.0m (down 21% from 1Q 2022). Net loss: kr18.0m (down 129% from profit in 1Q 2022). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, while revenues in the Forestry industry in Europe are expected to remain flat.
Upcoming Dividend • Apr 29Upcoming dividend of kr2.00 per share at 5.5% yieldEligible shareholders must have bought the stock before 05 May 2023. Payment date: 11 May 2023. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 5.5%. Lower than top quartile of British dividend payers (5.8%). In line with average of industry peers (5.8%).
Reported Earnings • Apr 05Full year 2022 earnings released: EPS: kr6.66 (vs kr12.03 in FY 2021)Full year 2022 results: EPS: kr6.66 (down from kr12.03 in FY 2021). Revenue: kr3.27b (up 6.9% from FY 2021). Net income: kr231.0m (down 45% from FY 2021). Profit margin: 7.1% (down from 14% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Forestry industry in Europe.
Reported Earnings • Feb 05Full year 2022 earnings released: EPS: kr6.66 (vs kr12.03 in FY 2021)Full year 2022 results: EPS: kr6.66 (down from kr12.03 in FY 2021). Revenue: kr3.27b (up 6.9% from FY 2021). Net income: kr231.0m (down 45% from FY 2021). Profit margin: 7.1% (down from 14% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to decline by 2.1% p.a. on average during the next 2 years, while revenues in the Forestry industry in Europe are expected to remain flat.
お知らせ • Feb 03+ 4 more updatesBergs Timber AB (publ) to Report Fiscal Year 2023 Results on Jan 31, 2024Bergs Timber AB (publ) announced that they will report fiscal year 2023 results on Jan 31, 2024
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 Anna Rasmuson 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.
Reported Earnings • Oct 27Second quarter 2022 earnings released: EPS: kr4.41 (vs kr3.40 in 2Q 2021)Second quarter 2022 results: EPS: kr4.41 (up from kr3.40 in 2Q 2021). Revenue: kr1.01b (up 22% from 2Q 2021). Net income: kr153.0m (up 30% from 2Q 2021). Profit margin: 15% (in line with 2Q 2021). Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, while revenues in the Forestry industry in Europe are expected to remain flat.
Buying Opportunity • Oct 27Now 26% undervalued after recent price dropOver the last 90 days, the stock is down 37%. The fair value is estimated to be kr40.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 76%. Revenue is forecast to decline by 0.09% in 2 years. Earnings is forecast to decline by 42% in the next 2 years.
Board Change • Oct 20No 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 Anna Rasmuson 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.
Buying Opportunity • Sep 01Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be kr51.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 76%. Revenue is forecast to decline by 0.1% in 2 years. Earnings is forecast to decline by 42% in the next 2 years.
Reported Earnings • Jul 26Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: kr1.01b (up 23% from 2Q 2021). Net income: kr153.0m (up 30% from 2Q 2021). Profit margin: 15% (in line with 2Q 2021). Over the next year, revenue is expected to shrink by 2.8% compared to a 5.5% growth forecast for the industry in the United Kingdom.
Board Change • Jul 21No 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 Anna Rasmuson 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 • Jun 17No 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 Anna Rasmuson 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 • May 18Investor sentiment improved over the past weekAfter last week's 20% share price gain to kr5.98, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 9x in the Forestry industry in Europe. Total loss to shareholders of 6.4% over the past year. Simply Wall St's valuation model estimates the intrinsic value at kr3.77 per share.
Recent Insider Transactions • May 12Chief Financial Officer recently bought kr103k worth of stockOn the 6th of May, Anders Marklund bought around 20k shares on-market at roughly kr5.15 per share. This was the largest purchase by an insider in the last 3 months. Anders has been a buyer over the last 12 months, purchasing a net total of kr313k worth in shares.
Reported Earnings • May 06First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: kr912.0m (up 54% from 1Q 2021). Net income: kr63.0m (up 19% from 1Q 2021). Profit margin: 6.9% (down from 8.9% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is expected to shrink by 5.9% compared to a 6.3% growth forecast for the industry in the United Kingdom.
Upcoming Dividend • Apr 29Upcoming dividend of kr0.30 per shareEligible shareholders must have bought the stock before 06 May 2022. Payment date: 12 May 2022. Payout ratio is a comfortable 25% but the company is not cash flow positive. Trailing yield: 5.3%. Within top quartile of British dividend payers (4.6%). Higher than average of industry peers (3.2%).
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. No independent directors (6 non-independent directors). Director Gudmundur Jonsson was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Apr 03Full year 2021 earnings released: EPS: kr1.20 (vs kr0.30 in FY 2020)Full year 2021 results: EPS: kr1.20 (up from kr0.30 in FY 2020). Revenue: kr3.06b (up 42% from FY 2020). Net income: kr417.0m (up 297% from FY 2020). Profit margin: 14% (up from 4.9% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 1.4%, compared to a 3.9% growth forecast for the industry in the United Kingdom.
Board Change • Feb 22No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. No independent directors (6 non-independent directors). Director Gudmundur Jónsson was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Recent Insider Transactions • Feb 12Chief Financial Officer recently bought kr104k worth of stockOn the 9th of February, Anders Marklund bought around 20k shares on-market at roughly kr5.22 per share. This was the largest purchase by an insider in the last 3 months. Anders has been a buyer over the last 12 months, purchasing a net total of kr312k worth in shares.
Reported Earnings • Feb 04Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Revenue: kr3.07b (up 43% from FY 2020). Net income: kr417.0m (up 297% from FY 2020). Profit margin: 14% (up from 4.9% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Over the next year, revenue is expected to shrink by 6.2% compared to a 4.3% growth forecast for the industry in the United Kingdom.
Valuation Update With 7 Day Price Move • Nov 30Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to kr4.77, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Forestry industry in Europe.
Reported Earnings • Oct 29Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: kr847.0m (up 64% from 3Q 2020). Net income: kr158.0m (up 464% from 3Q 2020). Profit margin: 19% (up from 5.4% in 3Q 2020). The increase in margin was driven by higher revenue.
Board Change • Sep 10No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 4 highly experienced directors. No independent directors (8 non-independent directors). Chairman of the Board Michael Bertorp was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Jul 30Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: kr829.0m (up 52% from 2Q 2020). Net income: kr118.0m (up kr105.0m from 2Q 2020). Profit margin: 14% (up from 2.4% in 2Q 2020). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • May 27Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to kr5.56, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Forestry industry in Europe. Total returns to shareholders of 110% over the past three years.
Reported Earnings • May 06First quarter 2021 earnings releasedThe company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: kr596.0m (up 13% from 1Q 2020). Net income: kr53.0m (up 165% from 1Q 2020). Profit margin: 8.9% (up from 3.8% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has increased by 33% per year, which means it is well ahead of earnings.
Upcoming Dividend • Apr 29Upcoming dividend of kr0.20 per shareEligible shareholders must have bought the stock before 06 May 2021. Payment date: 12 May 2021. Trailing yield: 1.8%. Lower than top quartile of British dividend payers (4.1%). Lower than average of industry peers (2.6%).