View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active.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 EventsNeoen 将来の成長Future 基準チェック /46Neoen利益と収益がそれぞれ年間30.8%と18.8%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6.8% 31.5%なると予測されています。主要情報30.8%収益成長率31.49%EPS成長率Renewable Energy 収益成長6.8%収益成長率18.8%将来の株主資本利益率6.83%アナリストカバレッジLow最終更新日05 Mar 2025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 • Apr 04Neoen S.A.(ENXTPA:NEOEN) dropped from CAC AllShares IndexNeoen S.A. removedお知らせ • Mar 24Neoen S.A.(ENXTPA:NEOEN) dropped from FTSE All-World Index (USD)Neoen S.A.(ENXTPA:NEOEN) dropped from FTSE All-World Index (USD)お知らせ • Mar 20+ 1 more updateBrookfield Global Transition Fund 2, managed by Brookfield Corporation (TSX:BN), Brookfield Renewable Corporation (TSX:BEPC), and Temasek Holdings (Private) Limited completed the acquisition of 53.32% stake in Neoen S.A. (ENXTPA:NEOEN) from Fonds Strategique De Participations, managed by ISALT, SAS, Mosca Animation Participations Et Conseil, Celeste Management SAS and Impala SAS.Brookfield Global Transition Fund 2, managed by Brookfield Corporation (TSX:BN), Brookfield Renewable Corporation (TSX:BEPC), and Temasek Holdings (Private) Limited proposed to acquire 53.32% stake in Neoen S.A. (ENXTPA:NEOEN) from Fonds Strategique De Participations, managed by ISALT, SAS, Mosca Animation Participations Et Conseil, Celeste Management SAS and Impala SAS for €3.2 billion on May 29, 2024. Brookfield Global Transition Fund 2, managed by Brookfield Corporation (TSX:BN), Brookfield Renewable Corporation (TSX:BEPC), and Temasek Holdings (Private) Limited signed a share purchase agreement to acquire 53.32% stake in Neoen S.A. (ENXTPA:NEOEN) from Fonds Strategique De Participations, managed by ISALT, SAS, Mosca Animation Participations Et Conseil, Celeste Management SAS and Impala SAS for €3.2 billion on June 24, 2024. Brookfield's offer implies an equity value for 100% of the shares of €6.1 billion, and our Board of Directors unanimously welcomed Brookfield's proposal. The offer price per share is €39.85. Following the block acquisition, Brookfield would file a mandatory cash tender offer for the remaining shares, at same offer price. The closing of the deal will see Brookfield take a 53.12% majority stake in Neoen at €39.85 ($42.6) per share from investors Impala and Fonds Stratgique de Participations, an investment vehicle owned by seven French insurance companies, amongst others. The Board has established an ad hoc committee comprised of Bertrand Dumazyxi, Helen Lee Bouygues and Christophe Gégoutxii to monitor and facilitate the work of the independent expert, and to prepare a reasoned opinion on the merits of the tender offer and its consequences for Neoen, its shareholders and its employees. The transaction would be subject to customary regulatory approvals including antitrust and foreign investments clearances. The Board of Directors of Neoen, in a meeting on May 29, 2024, unanimously welcomed the proposed transaction It is expected that the regulatory approvals would be obtained by Q4 2024. The transaction is subject to the closing of the Block Acquisition, it is expected that Brookfield would file an all-cash mandatory tender offer for all of the remaining shares and outstanding convertible bonds (OCEANEs) in Neoen, with the “intention of implementing a squeeze out”, which is expected that the regulatory approvals be obtained by Q4 2024 and that the tender offer be launched in Q1 2025. As of October 31, 2024, it is informed that The ACCC will not oppose the acquisition. As of December 27, 2024, Brookfield has completed the acquisition of approximately 53.12% of the outstanding shares of Neoen. As of January 24, 2025, Brookfield Renewable Holdings SAS increases the price offered for the 2022 OCEANEs as part of the simplified tender offer for the Neoen shares and OCEANEs. As of January 24, 2025, the mandatory simplified tender offer is still pending approval by the French Financial Markets Authority (AMF). BNP Paribas and Olivier Akian, Patrick Perreault, Louis-Aynard de Clermont Tonnerre, Julien Benhamou of Société Générale acted as financial advisors, Benjamin de Blegiers and Gilles Lebreton, Alexandre Merle, Catherine Naroz, Elsa Lalanne, David Tayar, Laura Chen, Daniel Zerbib, Chloé Desreumaux, Fabien Jacquemard, Maroussia Cuny, Gauthier Martin, Clémence Graffan, Florence Aubonnet, Anne Lemercier, Alexandre Lagarrigue, Olivier Plessis, Hugues Martin-Sisteron, Alexandre Couturier, Véronique De Hemmer Gudme, Alice Dunoyer de Segonzac, Nadia Kalic and Chad Bochan of Clifford Chance acted as legal advisor to Temasek Holdings (Private) Limited, Brookfield Renewable Corporation, and Brookfield Corporation. Bank of America is acting as exclusive financial advisor and Olivier Assant, Clémence Fallet, Arthur Helfer, Sébastien de Monès, Laetitia Tombarello, Olivier Saba of Bredin Prat is acting as legal advisor to Neoen. Marcus Billam, Olivier Diaz and Alexandre Durand of Gide Loyrette Nouel is acting as legal advisor to the ad hoc committee. Citi and Bredin Prat are acting respectively as financial and legal advisors to Impala. Perchet Rontchevsky is acting as legal advisor to FSP. Impala was also advised by MinterEllison on the Australian aspects. Brookfield Global Transition Fund 2, managed by Brookfield Corporation (TSX:BN), Brookfield Renewable Corporation (TSX:BEPC), and Temasek Holdings (Private) Limited completed the acquisition of 53.32% stake in Neoen S.A. (ENXTPA:NEOEN) from Fonds Strategique De Participations, managed by ISALT, SAS, Mosca Animation Participations Et Conseil, Celeste Management SAS and Impala SAS on March 19, 2025.お知らせ • May 31Brookfield Leads Group Reportedly Seeks Takeover of NeoenA group led by Canadian investor Brookfield Corporation (TSX:BN) is seeking a takeover of Neoen S.A. (ENXTPA:NEOEN), with the proposed transaction valuing the French renewables company at about EUR 6.1 billion (USD 6.62 billion) in total equity terms. Brookfield, along with its renewables arm Brookfield Renewable Partners L.P. (TSX:BEP.UN) and Singaporean state-owned conglomerate Temasek Holdings (Private) Limited, have started exclusive talks to acquire a stake of 53.32% in Neoen. Discussions are underway with shareholders including Impala, the Fonds Strategique de Participations (FSP), Cartusia and Xavier Barbaro, and other investors. The contemplated transaction values Neoen at EUR 39.85 per share, which represents a premium of 43.5% over the company’s six-month volume-weighted average price. Following the block acquisition, Brookfield Renewable Holdings would file a mandatory cash tender offer for the remaining shares. Neoen’s board of directors has unanimously welcomed Brookfield’s proposal.Declared Dividend • May 04Dividend increased to €0.15Dividend of €0.15 is 20% higher than last year. Ex-date: 20th May 2024 Payment date: 11th June 2024 Dividend yield will be 0.5%, which is lower than the industry average of 3.2%.お知らせ • Mar 30Neoen Reportedly Considers Selling 30% Stake in its Australian Unit to Raise More Than €1 BillionNeoen S.A. (ENXTPA:NEOEN) is considering selling a 30% stake in its Australian unit to raise more than €1 billion ($1.1 billion) to fund its growth in the country, according to people familiar with the matter. The sale would be part of Neoen’s plan to expand in Australia and elsewhere beyond 2025 without having to resort to a new share sale by the Paris-based parent company, said the people, who asked not to be named because the information is private. Neoen is working with a financial adviser on the potential sale, which might take place in the second half of the year, though no final decision has been made, one of the people said. A representative for Neoen declined to comment on the potential transaction.Board Change • Mar 30Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Christophe Gegout was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Declared Dividend • Mar 15Dividend increased to €0.15Dividend of €0.15 is 20% higher than last year. Ex-date: 20th May 2024 Payment date: 14th June 2024 Dividend yield will be 0.6%, which is lower than the industry average of 3.2%.Board Change • Mar 15Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Independent Director Christophe Gegout was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Declared Dividend • Mar 06Dividend increased to €0.15Dividend of €0.15 is 20% higher than last year. Ex-date: 20th May 2024 Payment date: 14th June 2024 Dividend yield will be 0.6%, which is lower than the industry average of 3.2%.Reported Earnings • Mar 04Full year 2023 earnings releasedFull year 2023 results: Revenue: €524.4m (up 4.2% from FY 2022). Net income: €150.2m (up 232% from FY 2022). Profit margin: 29% (up from 9.0% in FY 2022). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Renewable Energy industry in Europe.Board Change • Mar 02Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Independent Director Christophe Gegout was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Feb 15Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Independent Director Christophe Gegout was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Jan 26Neoen S.A., Annual General Meeting, May 14, 2024Neoen S.A., Annual General Meeting, May 14, 2024.お知らせ • Nov 03+ 1 more updateNeoen S.A. to Report First Half, 2024 Results on Jul 25, 2024Neoen S.A. announced that they will report first half, 2024 results on Jul 25, 2024Board Change • Aug 03Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Independent Director Christophe Gegout was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Jun 20Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Independent Director Christophe Gegout was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Jun 07Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Independent Director Christophe Gegout was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • May 19Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Independent Director Christophe Gegout was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Apr 01Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Independent Director Christophe Gegout was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Mar 04Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Independent Director Christophe Gegout was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Dec 21Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Christophe Gegout was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Nov 18Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Christophe Gegout was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Nov 04+ 1 more updateNeoen S.A. to Report Nine Months, 2023 Results on Nov 02, 2023Neoen S.A. announced that they will report nine months, 2023 results on Nov 02, 2023Board Change • Sep 08Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Christophe Gegout was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Aug 10Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Christophe Gegout was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Jul 15Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Christophe Gegout was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Apr 29Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Christophe Gégout was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Apr 06Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Christophe Gégout was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Feb 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Christophe Gégout was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Jan 06Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Christophe Gégout was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Dec 08Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Christophe Gégout was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Nov 11Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Christophe Gégout was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Sep 10Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Christophe Gégout was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Aug 03First half 2021 earnings released: EPS €0.04 (vs €0.23 in 1H 2020)The company reported a soft first half result with weaker earnings and profit margins, although revenues improved. First half 2021 results: Revenue: €164.9m (up 4.9% from 1H 2020). Net income: €4.50m (down 80% from 1H 2020). Profit margin: 2.7% (down from 14% in 1H 2020).Reported Earnings • Mar 16Full year 2020 earnings releasedThe company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: €298.8m (up 18% from FY 2019). Net income: €3.90m (down 80% from FY 2019). Profit margin: 1.3% (down from 7.6% in FY 2019).Is New 90 Day High Low • Feb 26New 90-day low: €47.50The company is down 1.0% from its price of €47.85 on 27 November 2020. The British market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Renewable Energy industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.18 per share.Is New 90 Day High Low • Jan 01New 90-day high: €62.80The company is up 36% from its price of €46.10 on 02 October 2020. The British market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Renewable Energy industry, which is up 28% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.38 per share.Is New 90 Day High Low • Dec 14New 90-day high: €50.50The company is up 12% from its price of €45.00 on 15 September 2020. The British market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Renewable Energy industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.99 per share.業績と収益の成長予測BATS-CHIXE:NEOENP - アナリストの将来予測と過去の財務データ ( )EUR 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12/31/20271,258218-892562212/31/20261,052168-988466512/31/2025922142-1,556491212/31/202453319-1,136338N/A9/30/202451855-1,075347N/A6/30/202450391-1,013357N/A3/31/2024514120-867341N/A12/31/2023524150-721325N/A9/30/2023540154-605394N/A6/30/2023556158-488464N/A3/31/2023530102-571461N/A12/31/202250345-654457N/A9/30/202244830-673382N/A6/30/202239316-692308N/A3/31/202236328-585292N/A12/31/202133441-478276N/A9/30/202132014-445271N/A6/30/2021307-14-411267N/A3/31/2021303-5-359245N/A12/31/20202994-307222N/A9/30/202029614-367208N/A6/30/202029225-426195N/A3/31/202027322-503190N/A12/31/201925319-579185N/A9/30/201924419-518181N/A6/30/201923420-456178N/A3/31/201922116-392167N/A12/31/201820712-327157N/A9/30/201819115N/A126N/A6/30/201817617N/A95N/A3/31/201815815N/A85N/A12/31/201713912N/A75N/A12/31/2016815N/A53N/A12/31/2015576N/A32N/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: NEOENPの予測収益成長率 (年間30.8% ) は 貯蓄率 ( 2.3% ) を上回っています。収益対市場: NEOENPの収益 ( 30.8% ) 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: NEOENP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: NEOENPの収益 ( 18.8% ) 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: NEOENPの収益 ( 18.8% ) 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: NEOENP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 ( 6.8 %)。成長企業の発掘7D1Y7D1Y7D1YUtilities 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2025/03/20 21:41終値2024/12/27 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Neoen S.A. 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。8 アナリスト機関Henry TarrBerenbergSofia SavvantidouBNP ParibasManuel PalomoBNP Paribas5 その他のアナリストを表示
お知らせ • Mar 24Neoen S.A.(ENXTPA:NEOEN) dropped from FTSE All-World Index (USD)Neoen S.A.(ENXTPA:NEOEN) dropped from FTSE All-World Index (USD)
お知らせ • Mar 20+ 1 more updateBrookfield Global Transition Fund 2, managed by Brookfield Corporation (TSX:BN), Brookfield Renewable Corporation (TSX:BEPC), and Temasek Holdings (Private) Limited completed the acquisition of 53.32% stake in Neoen S.A. (ENXTPA:NEOEN) from Fonds Strategique De Participations, managed by ISALT, SAS, Mosca Animation Participations Et Conseil, Celeste Management SAS and Impala SAS.Brookfield Global Transition Fund 2, managed by Brookfield Corporation (TSX:BN), Brookfield Renewable Corporation (TSX:BEPC), and Temasek Holdings (Private) Limited proposed to acquire 53.32% stake in Neoen S.A. (ENXTPA:NEOEN) from Fonds Strategique De Participations, managed by ISALT, SAS, Mosca Animation Participations Et Conseil, Celeste Management SAS and Impala SAS for €3.2 billion on May 29, 2024. Brookfield Global Transition Fund 2, managed by Brookfield Corporation (TSX:BN), Brookfield Renewable Corporation (TSX:BEPC), and Temasek Holdings (Private) Limited signed a share purchase agreement to acquire 53.32% stake in Neoen S.A. (ENXTPA:NEOEN) from Fonds Strategique De Participations, managed by ISALT, SAS, Mosca Animation Participations Et Conseil, Celeste Management SAS and Impala SAS for €3.2 billion on June 24, 2024. Brookfield's offer implies an equity value for 100% of the shares of €6.1 billion, and our Board of Directors unanimously welcomed Brookfield's proposal. The offer price per share is €39.85. Following the block acquisition, Brookfield would file a mandatory cash tender offer for the remaining shares, at same offer price. The closing of the deal will see Brookfield take a 53.12% majority stake in Neoen at €39.85 ($42.6) per share from investors Impala and Fonds Stratgique de Participations, an investment vehicle owned by seven French insurance companies, amongst others. The Board has established an ad hoc committee comprised of Bertrand Dumazyxi, Helen Lee Bouygues and Christophe Gégoutxii to monitor and facilitate the work of the independent expert, and to prepare a reasoned opinion on the merits of the tender offer and its consequences for Neoen, its shareholders and its employees. The transaction would be subject to customary regulatory approvals including antitrust and foreign investments clearances. The Board of Directors of Neoen, in a meeting on May 29, 2024, unanimously welcomed the proposed transaction It is expected that the regulatory approvals would be obtained by Q4 2024. The transaction is subject to the closing of the Block Acquisition, it is expected that Brookfield would file an all-cash mandatory tender offer for all of the remaining shares and outstanding convertible bonds (OCEANEs) in Neoen, with the “intention of implementing a squeeze out”, which is expected that the regulatory approvals be obtained by Q4 2024 and that the tender offer be launched in Q1 2025. As of October 31, 2024, it is informed that The ACCC will not oppose the acquisition. As of December 27, 2024, Brookfield has completed the acquisition of approximately 53.12% of the outstanding shares of Neoen. As of January 24, 2025, Brookfield Renewable Holdings SAS increases the price offered for the 2022 OCEANEs as part of the simplified tender offer for the Neoen shares and OCEANEs. As of January 24, 2025, the mandatory simplified tender offer is still pending approval by the French Financial Markets Authority (AMF). BNP Paribas and Olivier Akian, Patrick Perreault, Louis-Aynard de Clermont Tonnerre, Julien Benhamou of Société Générale acted as financial advisors, Benjamin de Blegiers and Gilles Lebreton, Alexandre Merle, Catherine Naroz, Elsa Lalanne, David Tayar, Laura Chen, Daniel Zerbib, Chloé Desreumaux, Fabien Jacquemard, Maroussia Cuny, Gauthier Martin, Clémence Graffan, Florence Aubonnet, Anne Lemercier, Alexandre Lagarrigue, Olivier Plessis, Hugues Martin-Sisteron, Alexandre Couturier, Véronique De Hemmer Gudme, Alice Dunoyer de Segonzac, Nadia Kalic and Chad Bochan of Clifford Chance acted as legal advisor to Temasek Holdings (Private) Limited, Brookfield Renewable Corporation, and Brookfield Corporation. Bank of America is acting as exclusive financial advisor and Olivier Assant, Clémence Fallet, Arthur Helfer, Sébastien de Monès, Laetitia Tombarello, Olivier Saba of Bredin Prat is acting as legal advisor to Neoen. Marcus Billam, Olivier Diaz and Alexandre Durand of Gide Loyrette Nouel is acting as legal advisor to the ad hoc committee. Citi and Bredin Prat are acting respectively as financial and legal advisors to Impala. Perchet Rontchevsky is acting as legal advisor to FSP. Impala was also advised by MinterEllison on the Australian aspects. Brookfield Global Transition Fund 2, managed by Brookfield Corporation (TSX:BN), Brookfield Renewable Corporation (TSX:BEPC), and Temasek Holdings (Private) Limited completed the acquisition of 53.32% stake in Neoen S.A. (ENXTPA:NEOEN) from Fonds Strategique De Participations, managed by ISALT, SAS, Mosca Animation Participations Et Conseil, Celeste Management SAS and Impala SAS on March 19, 2025.
お知らせ • May 31Brookfield Leads Group Reportedly Seeks Takeover of NeoenA group led by Canadian investor Brookfield Corporation (TSX:BN) is seeking a takeover of Neoen S.A. (ENXTPA:NEOEN), with the proposed transaction valuing the French renewables company at about EUR 6.1 billion (USD 6.62 billion) in total equity terms. Brookfield, along with its renewables arm Brookfield Renewable Partners L.P. (TSX:BEP.UN) and Singaporean state-owned conglomerate Temasek Holdings (Private) Limited, have started exclusive talks to acquire a stake of 53.32% in Neoen. Discussions are underway with shareholders including Impala, the Fonds Strategique de Participations (FSP), Cartusia and Xavier Barbaro, and other investors. The contemplated transaction values Neoen at EUR 39.85 per share, which represents a premium of 43.5% over the company’s six-month volume-weighted average price. Following the block acquisition, Brookfield Renewable Holdings would file a mandatory cash tender offer for the remaining shares. Neoen’s board of directors has unanimously welcomed Brookfield’s proposal.
Declared Dividend • May 04Dividend increased to €0.15Dividend of €0.15 is 20% higher than last year. Ex-date: 20th May 2024 Payment date: 11th June 2024 Dividend yield will be 0.5%, which is lower than the industry average of 3.2%.
お知らせ • Mar 30Neoen Reportedly Considers Selling 30% Stake in its Australian Unit to Raise More Than €1 BillionNeoen S.A. (ENXTPA:NEOEN) is considering selling a 30% stake in its Australian unit to raise more than €1 billion ($1.1 billion) to fund its growth in the country, according to people familiar with the matter. The sale would be part of Neoen’s plan to expand in Australia and elsewhere beyond 2025 without having to resort to a new share sale by the Paris-based parent company, said the people, who asked not to be named because the information is private. Neoen is working with a financial adviser on the potential sale, which might take place in the second half of the year, though no final decision has been made, one of the people said. A representative for Neoen declined to comment on the potential transaction.
Board Change • Mar 30Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Christophe Gegout was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Declared Dividend • Mar 15Dividend increased to €0.15Dividend of €0.15 is 20% higher than last year. Ex-date: 20th May 2024 Payment date: 14th June 2024 Dividend yield will be 0.6%, which is lower than the industry average of 3.2%.
Board Change • Mar 15Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Independent Director Christophe Gegout was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Declared Dividend • Mar 06Dividend increased to €0.15Dividend of €0.15 is 20% higher than last year. Ex-date: 20th May 2024 Payment date: 14th June 2024 Dividend yield will be 0.6%, which is lower than the industry average of 3.2%.
Reported Earnings • Mar 04Full year 2023 earnings releasedFull year 2023 results: Revenue: €524.4m (up 4.2% from FY 2022). Net income: €150.2m (up 232% from FY 2022). Profit margin: 29% (up from 9.0% in FY 2022). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Renewable Energy industry in Europe.
Board Change • Mar 02Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Independent Director Christophe Gegout was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Feb 15Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Independent Director Christophe Gegout was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Jan 26Neoen S.A., Annual General Meeting, May 14, 2024Neoen S.A., Annual General Meeting, May 14, 2024.
お知らせ • Nov 03+ 1 more updateNeoen S.A. to Report First Half, 2024 Results on Jul 25, 2024Neoen S.A. announced that they will report first half, 2024 results on Jul 25, 2024
Board Change • Aug 03Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Independent Director Christophe Gegout was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Jun 20Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Independent Director Christophe Gegout was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Jun 07Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Independent Director Christophe Gegout was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • May 19Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Independent Director Christophe Gegout was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Apr 01Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Independent Director Christophe Gegout was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Mar 04Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Independent Director Christophe Gegout was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Dec 21Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Christophe Gegout was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Nov 18Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Christophe Gegout was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Nov 04+ 1 more updateNeoen S.A. to Report Nine Months, 2023 Results on Nov 02, 2023Neoen S.A. announced that they will report nine months, 2023 results on Nov 02, 2023
Board Change • Sep 08Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Christophe Gegout was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Aug 10Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Christophe Gegout was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Jul 15Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Christophe Gegout was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Apr 29Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Christophe Gégout was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Apr 06Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Christophe Gégout was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Feb 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Christophe Gégout was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Jan 06Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Christophe Gégout was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Dec 08Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Christophe Gégout was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Nov 11Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Christophe Gégout was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Sep 10Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Christophe Gégout was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Aug 03First half 2021 earnings released: EPS €0.04 (vs €0.23 in 1H 2020)The company reported a soft first half result with weaker earnings and profit margins, although revenues improved. First half 2021 results: Revenue: €164.9m (up 4.9% from 1H 2020). Net income: €4.50m (down 80% from 1H 2020). Profit margin: 2.7% (down from 14% in 1H 2020).
Reported Earnings • Mar 16Full year 2020 earnings releasedThe company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: €298.8m (up 18% from FY 2019). Net income: €3.90m (down 80% from FY 2019). Profit margin: 1.3% (down from 7.6% in FY 2019).
Is New 90 Day High Low • Feb 26New 90-day low: €47.50The company is down 1.0% from its price of €47.85 on 27 November 2020. The British market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Renewable Energy industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.18 per share.
Is New 90 Day High Low • Jan 01New 90-day high: €62.80The company is up 36% from its price of €46.10 on 02 October 2020. The British market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Renewable Energy industry, which is up 28% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.38 per share.
Is New 90 Day High Low • Dec 14New 90-day high: €50.50The company is up 12% from its price of €45.00 on 15 September 2020. The British market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Renewable Energy industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.99 per share.