View ValuationBayu Buana 将来の成長Future 基準チェック /06現在、 Bayu Buanaの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Hospitality 収益成長28.2%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a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 updatesBuy Or Sell Opportunity • May 19Now 20% overvaluedOver the last 90 days, the stock has fallen 1.1% to Rp1,350. The fair value is estimated to be Rp1,123, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.2% over the last 3 years. Earnings per share has grown by 17%.Declared Dividend • May 13Dividend of Rp100.00 announcedDividend of Rp100.00 is the same as last year. Ex-date: 20th May 2026 Payment date: 10th June 2026 Dividend yield will be 7.5%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (34% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has remained flat since 6 years ago. However, payments have been volatile during that time. Earnings per share has grown by 42% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • May 12PT Bayu Buana Tbk announces Annual dividend, payable on June 10, 2026PT Bayu Buana Tbk announced Annual dividend of IDR 100.0000 per share payable on June 10, 2026, ex-date on May 20, 2026 and record date on May 21, 2026.Reported Earnings • May 05First quarter 2026 earnings released: EPS: Rp44.17 (vs Rp65.79 in 1Q 2025)First quarter 2026 results: EPS: Rp44.17 (down from Rp65.79 in 1Q 2025). Revenue: Rp554.7b (down 14% from 1Q 2025). Net income: Rp15.6b (down 33% from 1Q 2025). Profit margin: 2.8% (down from 3.6% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 15% per year.Reported Earnings • Apr 03Full year 2025 earnings released: EPS: Rp299 (vs Rp289 in FY 2024)Full year 2025 results: EPS: Rp299 (up from Rp289 in FY 2024). Revenue: Rp2.50t (down 3.4% from FY 2024). Net income: Rp105.5b (up 3.2% from FY 2024). Profit margin: 4.2% (up from 4.0% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 01PT Bayu Buana Tbk, Annual General Meeting, May 07, 2026PT Bayu Buana Tbk, Annual General Meeting, May 07, 2026.Reported Earnings • Nov 04Third quarter 2025 earnings released: EPS: Rp77.75 (vs Rp71.96 in 3Q 2024)Third quarter 2025 results: EPS: Rp77.75 (up from Rp71.96 in 3Q 2024). Revenue: Rp647.9b (down 1.6% from 3Q 2024). Net income: Rp27.5b (up 8.0% from 3Q 2024). Profit margin: 4.2% (up from 3.9% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Board Change • Oct 24Less 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. 2 experienced directors. 4 highly experienced directors. 1 independent director (2 non-independent directors). Independent Commissioner Pranowo Gumulia was the last independent director to join the board, commencing their role in 2016. 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 • May 22PT Bayu Buana Tbk announces Annual dividend, payable on June 19, 2025PT Bayu Buana Tbk announced Annual dividend of IDR 100.0000 per share payable on June 19, 2025, ex-date on May 27, 2025 and record date on May 28, 2025.お知らせ • Apr 11PT Bayu Buana Tbk, Annual General Meeting, May 16, 2025PT Bayu Buana Tbk, Annual General Meeting, May 16, 2025. Location: meeting both physically and elctroncially, jakarta IndonesiaReported Earnings • Nov 01Third quarter 2024 earnings released: EPS: Rp71.96 (vs Rp54.52 in 3Q 2023)Third quarter 2024 results: EPS: Rp71.96 (up from Rp54.52 in 3Q 2023). Revenue: Rp658.7b (up 35% from 3Q 2023). Net income: Rp25.4b (up 32% from 3Q 2023). Profit margin: 3.9% (in line with 3Q 2023). Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: Rp84.48 (vs Rp62.51 in 2Q 2023)Second quarter 2024 results: EPS: Rp84.48 (up from Rp62.51 in 2Q 2023). Revenue: Rp651.9b (up 11% from 2Q 2023). Net income: Rp29.8b (up 35% from 2Q 2023). Profit margin: 4.6% (up from 3.8% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • May 18PT Bayu Buana Tbk, Annual General Meeting, Jun 21, 2024PT Bayu Buana Tbk, Annual General Meeting, Jun 21, 2024.Reported Earnings • May 11First quarter 2024 earnings released: EPS: Rp60.58 (vs Rp45.83 in 1Q 2023)First quarter 2024 results: EPS: Rp60.58 (up from Rp45.83 in 1Q 2023). Revenue: Rp634.0b (up 7.3% from 1Q 2023). Net income: Rp21.4b (up 32% from 1Q 2023). Profit margin: 3.4% (up from 2.7% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 04Full year 2023 earnings released: EPS: Rp200 (vs Rp122 in FY 2022)Full year 2023 results: EPS: Rp200 (up from Rp122 in FY 2022). Revenue: Rp2.17t (up 21% from FY 2022). Net income: Rp70.8b (up 65% from FY 2022). Profit margin: 3.3% (up from 2.4% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 04Third quarter 2023 earnings released: EPS: Rp54.51 (vs Rp35.00 in 3Q 2022)Third quarter 2023 results: EPS: Rp54.51 (up from Rp35.00 in 3Q 2022). Revenue: Rp489.5b (down 12% from 3Q 2022). Net income: Rp19.3b (up 56% from 3Q 2022). Profit margin: 3.9% (up from 2.2% in 3Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 08Second quarter 2023 earnings released: EPS: Rp62.51 (vs Rp22.31 in 2Q 2022)Second quarter 2023 results: EPS: Rp62.51 (up from Rp22.31 in 2Q 2022). Revenue: Rp587.8b (up 46% from 2Q 2022). Net income: Rp22.1b (up 180% from 2Q 2022). Profit margin: 3.8% (up from 2.0% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.New Risk • Jul 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indonesian stocks, typically moving 8.2% 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 Earnings have declined by 13% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.2% average weekly change). Market cap is less than US$100m (Rp450.4b market cap, or US$29.9m).Valuation Update With 7 Day Price Move • Jul 04Investor sentiment improves as stock rises 25%After last week's 25% share price gain to Rp1,275, the stock trades at a trailing P/E ratio of 7.8x. Average trailing P/E is 36x in the Hospitality industry in Indonesia. Total returns to shareholders of 52% over the past three years.Valuation Update With 7 Day Price Move • Jun 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to Rp1,060, the stock trades at a trailing P/E ratio of 6.4x. Average trailing P/E is 38x in the Hospitality industry in Indonesia. Total returns to shareholders of 15% over the past three years.Reported Earnings • Apr 07Full year 2022 earnings released: EPS: Rp122 (vs Rp1.46 in FY 2021)Full year 2022 results: EPS: Rp122 (up from Rp1.46 in FY 2021). Revenue: Rp1.79t (up 266% from FY 2021). Net income: Rp43.0b (up Rp42.5b from FY 2021). Profit margin: 2.4% (up from 0.1% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 4% per year.Board Change • Nov 16Less 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. 3 experienced directors. 3 highly experienced directors. 1 independent director (2 non-independent directors). Corporate Secretary & Independent Director Hardy Karuniawan was the last independent director to join the board, commencing their role in 2010. 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 • Jun 03First quarter 2022 earnings released: EPS: Rp3.02 (vs Rp19.06 loss in 1Q 2021)First quarter 2022 results: EPS: Rp3.02 (up from Rp19.06 loss in 1Q 2021). Revenue: Rp216.1b (up 214% from 1Q 2021). Net income: Rp1.07b (up Rp7.80b from 1Q 2021). Profit margin: 0.5% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.Board Change • Apr 27Less 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. 3 experienced directors. 3 highly experienced directors. 1 independent director (2 non-independent directors). Independent Director Hardy Karuniawan was the last independent director to join the board, commencing their role in 2010. 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 14PT Bayu Buana Tbk Ordinary Shares to Be Deleted from Other OTCPT Bayu Buana Tbk's Ordinary Shares will be deleted from other OTC effective from January 14, 2022 due to Inactive Security.Is New 90 Day High Low • Jan 15New 90-day low: Rp1,000The company is down 14% from its price of Rp1,165 on 16 October 2020. The Indonesian market is up 25% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 3.0% over the same period.Is New 90 Day High Low • Dec 08New 90-day high: Rp1,250The company is up 6.0% from its price of Rp1,180 on 07 September 2020. The Indonesian market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 7.0% over the same period.Valuation Update With 7 Day Price Move • Dec 08Market bids up stock over the past weekAfter last week's 23% share price gain to Rp1,250, the stock is trading at a trailing P/E ratio of 68.3x, up from the previous P/E ratio of 55.7x. This compares to an average P/E of 51x in the Hospitality industry in Indonesia. Total returns to shareholders over the past three years are 2.1%.Reported Earnings • Dec 03Third quarter 2020 earnings released: Rp16.60 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: Rp47.1b (down 93% from 3Q 2019). Net loss: Rp5.86b (down 150% from profit in 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 7% per year.Is New 90 Day High Low • Nov 19New 90-day low: Rp1,010The company is down 6.0% from its price of Rp1,070 on 19 August 2020. The Indonesian market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 2.0% over the same period.Is New 90 Day High Low • Oct 01New 90-day high: Rp1,200The company is up 12% from its price of Rp1,075 on 03 July 2020. The Indonesian market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is flat over the same period. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Bayu Buana は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測IDX:BAYU - アナリストの将来予測と過去の財務データ ( )IDR 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3/31/20262,406,13097,822-66,153-61,051N/A12/31/20252,496,017105,456-93,946-74,999N/A9/30/20252,595,149104,443-24,9579,783N/A6/30/20252,605,970102,397-8,65730,708N/A3/31/20252,594,226104,01469,993110,749N/A12/31/20242,583,580102,173139,332165,402N/A9/30/20242,451,25189,941143,572157,387N/A6/30/20242,282,06683,780123,071131,353N/A3/31/20242,217,97876,016119,541127,635N/A12/31/20232,174,71170,80783,12189,499N/A9/30/20232,287,99379,19784,70987,462N/A6/30/20232,354,33572,30264,95874,241N/A3/31/20232,169,33858,103-25,480-19,294N/A12/31/20221,794,79342,982-18,472-9,592N/A9/30/20221,401,02937,377-89,412-79,420N/A6/30/2022935,79320,498-71,933-69,383N/A3/31/2022638,4188,313-7,764-2,950N/A12/31/2021491,021514-39,817-36,914N/A9/30/2021360,401-963-33,712-31,882N/A6/30/2021316,920-2,308-50,394-47,981N/A3/31/2021261,596-7,58760,78763,375N/A12/31/2020551,5891,68694,76897,798N/A9/30/20201,138,1866,463167,929170,955N/A6/30/20201,769,24124,054198,247201,837N/A3/31/20202,342,43844,378137,884140,152N/A12/31/20192,406,29247,739N/A71,124N/A9/30/20192,339,26545,294N/A11,630N/A6/30/20192,203,50143,452N/A-25,465N/A3/31/20192,124,32340,075N/A-9,628N/A12/31/20182,089,22439,858N/A28,927N/A9/30/20181,996,61834,978N/A36,500N/A6/30/20181,953,65135,025N/A10,140N/A3/31/20181,871,28333,232N/A2,006N/A12/31/20171,859,22033,169N/A31,655N/A9/30/20171,807,96832,701N/A15,678N/A6/30/20171,702,36629,602N/A41,024N/A3/31/20171,644,16227,442N/A13,553N/A12/31/20161,607,30127,260N/A-7,085N/A9/30/20161,696,95225,505N/A-2,124N/A6/30/20161,567,91625,474N/A-15,519N/A3/31/20161,592,44628,349N/A24,136N/A12/31/20151,572,65328,107N/A37,300N/A9/30/20151,504,05528,595N/A49,231N/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: BAYUの予測収益成長が 貯蓄率 ( 6.7% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: BAYUの収益がID市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: BAYUの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: BAYUの収益がID市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: BAYUの収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。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: BAYUの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘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2026/07/06 20:35終値2026/07/06 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋PT Bayu Buana Tbk 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
Buy Or Sell Opportunity • May 19Now 20% overvaluedOver the last 90 days, the stock has fallen 1.1% to Rp1,350. The fair value is estimated to be Rp1,123, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.2% over the last 3 years. Earnings per share has grown by 17%.
Declared Dividend • May 13Dividend of Rp100.00 announcedDividend of Rp100.00 is the same as last year. Ex-date: 20th May 2026 Payment date: 10th June 2026 Dividend yield will be 7.5%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (34% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has remained flat since 6 years ago. However, payments have been volatile during that time. Earnings per share has grown by 42% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • May 12PT Bayu Buana Tbk announces Annual dividend, payable on June 10, 2026PT Bayu Buana Tbk announced Annual dividend of IDR 100.0000 per share payable on June 10, 2026, ex-date on May 20, 2026 and record date on May 21, 2026.
Reported Earnings • May 05First quarter 2026 earnings released: EPS: Rp44.17 (vs Rp65.79 in 1Q 2025)First quarter 2026 results: EPS: Rp44.17 (down from Rp65.79 in 1Q 2025). Revenue: Rp554.7b (down 14% from 1Q 2025). Net income: Rp15.6b (down 33% from 1Q 2025). Profit margin: 2.8% (down from 3.6% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 15% per year.
Reported Earnings • Apr 03Full year 2025 earnings released: EPS: Rp299 (vs Rp289 in FY 2024)Full year 2025 results: EPS: Rp299 (up from Rp289 in FY 2024). Revenue: Rp2.50t (down 3.4% from FY 2024). Net income: Rp105.5b (up 3.2% from FY 2024). Profit margin: 4.2% (up from 4.0% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 01PT Bayu Buana Tbk, Annual General Meeting, May 07, 2026PT Bayu Buana Tbk, Annual General Meeting, May 07, 2026.
Reported Earnings • Nov 04Third quarter 2025 earnings released: EPS: Rp77.75 (vs Rp71.96 in 3Q 2024)Third quarter 2025 results: EPS: Rp77.75 (up from Rp71.96 in 3Q 2024). Revenue: Rp647.9b (down 1.6% from 3Q 2024). Net income: Rp27.5b (up 8.0% from 3Q 2024). Profit margin: 4.2% (up from 3.9% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Board Change • Oct 24Less 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. 2 experienced directors. 4 highly experienced directors. 1 independent director (2 non-independent directors). Independent Commissioner Pranowo Gumulia was the last independent director to join the board, commencing their role in 2016. 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 • May 22PT Bayu Buana Tbk announces Annual dividend, payable on June 19, 2025PT Bayu Buana Tbk announced Annual dividend of IDR 100.0000 per share payable on June 19, 2025, ex-date on May 27, 2025 and record date on May 28, 2025.
お知らせ • Apr 11PT Bayu Buana Tbk, Annual General Meeting, May 16, 2025PT Bayu Buana Tbk, Annual General Meeting, May 16, 2025. Location: meeting both physically and elctroncially, jakarta Indonesia
Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: Rp71.96 (vs Rp54.52 in 3Q 2023)Third quarter 2024 results: EPS: Rp71.96 (up from Rp54.52 in 3Q 2023). Revenue: Rp658.7b (up 35% from 3Q 2023). Net income: Rp25.4b (up 32% from 3Q 2023). Profit margin: 3.9% (in line with 3Q 2023). Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: Rp84.48 (vs Rp62.51 in 2Q 2023)Second quarter 2024 results: EPS: Rp84.48 (up from Rp62.51 in 2Q 2023). Revenue: Rp651.9b (up 11% from 2Q 2023). Net income: Rp29.8b (up 35% from 2Q 2023). Profit margin: 4.6% (up from 3.8% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • May 18PT Bayu Buana Tbk, Annual General Meeting, Jun 21, 2024PT Bayu Buana Tbk, Annual General Meeting, Jun 21, 2024.
Reported Earnings • May 11First quarter 2024 earnings released: EPS: Rp60.58 (vs Rp45.83 in 1Q 2023)First quarter 2024 results: EPS: Rp60.58 (up from Rp45.83 in 1Q 2023). Revenue: Rp634.0b (up 7.3% from 1Q 2023). Net income: Rp21.4b (up 32% from 1Q 2023). Profit margin: 3.4% (up from 2.7% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 04Full year 2023 earnings released: EPS: Rp200 (vs Rp122 in FY 2022)Full year 2023 results: EPS: Rp200 (up from Rp122 in FY 2022). Revenue: Rp2.17t (up 21% from FY 2022). Net income: Rp70.8b (up 65% from FY 2022). Profit margin: 3.3% (up from 2.4% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 04Third quarter 2023 earnings released: EPS: Rp54.51 (vs Rp35.00 in 3Q 2022)Third quarter 2023 results: EPS: Rp54.51 (up from Rp35.00 in 3Q 2022). Revenue: Rp489.5b (down 12% from 3Q 2022). Net income: Rp19.3b (up 56% from 3Q 2022). Profit margin: 3.9% (up from 2.2% in 3Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 08Second quarter 2023 earnings released: EPS: Rp62.51 (vs Rp22.31 in 2Q 2022)Second quarter 2023 results: EPS: Rp62.51 (up from Rp22.31 in 2Q 2022). Revenue: Rp587.8b (up 46% from 2Q 2022). Net income: Rp22.1b (up 180% from 2Q 2022). Profit margin: 3.8% (up from 2.0% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
New Risk • Jul 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indonesian stocks, typically moving 8.2% 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 Earnings have declined by 13% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.2% average weekly change). Market cap is less than US$100m (Rp450.4b market cap, or US$29.9m).
Valuation Update With 7 Day Price Move • Jul 04Investor sentiment improves as stock rises 25%After last week's 25% share price gain to Rp1,275, the stock trades at a trailing P/E ratio of 7.8x. Average trailing P/E is 36x in the Hospitality industry in Indonesia. Total returns to shareholders of 52% over the past three years.
Valuation Update With 7 Day Price Move • Jun 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to Rp1,060, the stock trades at a trailing P/E ratio of 6.4x. Average trailing P/E is 38x in the Hospitality industry in Indonesia. Total returns to shareholders of 15% over the past three years.
Reported Earnings • Apr 07Full year 2022 earnings released: EPS: Rp122 (vs Rp1.46 in FY 2021)Full year 2022 results: EPS: Rp122 (up from Rp1.46 in FY 2021). Revenue: Rp1.79t (up 266% from FY 2021). Net income: Rp43.0b (up Rp42.5b from FY 2021). Profit margin: 2.4% (up from 0.1% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 4% per year.
Board Change • Nov 16Less 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. 3 experienced directors. 3 highly experienced directors. 1 independent director (2 non-independent directors). Corporate Secretary & Independent Director Hardy Karuniawan was the last independent director to join the board, commencing their role in 2010. 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 • Jun 03First quarter 2022 earnings released: EPS: Rp3.02 (vs Rp19.06 loss in 1Q 2021)First quarter 2022 results: EPS: Rp3.02 (up from Rp19.06 loss in 1Q 2021). Revenue: Rp216.1b (up 214% from 1Q 2021). Net income: Rp1.07b (up Rp7.80b from 1Q 2021). Profit margin: 0.5% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.
Board Change • Apr 27Less 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. 3 experienced directors. 3 highly experienced directors. 1 independent director (2 non-independent directors). Independent Director Hardy Karuniawan was the last independent director to join the board, commencing their role in 2010. 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 14PT Bayu Buana Tbk Ordinary Shares to Be Deleted from Other OTCPT Bayu Buana Tbk's Ordinary Shares will be deleted from other OTC effective from January 14, 2022 due to Inactive Security.
Is New 90 Day High Low • Jan 15New 90-day low: Rp1,000The company is down 14% from its price of Rp1,165 on 16 October 2020. The Indonesian market is up 25% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 3.0% over the same period.
Is New 90 Day High Low • Dec 08New 90-day high: Rp1,250The company is up 6.0% from its price of Rp1,180 on 07 September 2020. The Indonesian market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 7.0% over the same period.
Valuation Update With 7 Day Price Move • Dec 08Market bids up stock over the past weekAfter last week's 23% share price gain to Rp1,250, the stock is trading at a trailing P/E ratio of 68.3x, up from the previous P/E ratio of 55.7x. This compares to an average P/E of 51x in the Hospitality industry in Indonesia. Total returns to shareholders over the past three years are 2.1%.
Reported Earnings • Dec 03Third quarter 2020 earnings released: Rp16.60 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: Rp47.1b (down 93% from 3Q 2019). Net loss: Rp5.86b (down 150% from profit in 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 7% per year.
Is New 90 Day High Low • Nov 19New 90-day low: Rp1,010The company is down 6.0% from its price of Rp1,070 on 19 August 2020. The Indonesian market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 2.0% over the same period.
Is New 90 Day High Low • Oct 01New 90-day high: Rp1,200The company is up 12% from its price of Rp1,075 on 03 July 2020. The Indonesian market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is flat over the same period.