View ValuationPanorama Sentrawisata 将来の成長Future 基準チェック /06現在、 Panorama Sentrawisata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27.6%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 updatesDeclared Dividend • May 14Dividend reduced to Rp30.00Dividend of Rp30.00 is 50% lower than last year. Ex-date: 21st May 2026 Payment date: 11th June 2026 Dividend yield will be 5.6%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (24% 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 increased by an average of 31% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 68% 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 13PT Panorama Sentrawisata Tbk announces Annual dividend, payable on June 11, 2026PT Panorama Sentrawisata Tbk announced Annual dividend of IDR 30.0000 per share payable on June 11, 2026, ex-date on May 21, 2026 and record date on May 22, 2026.Buy Or Sell Opportunity • May 12Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to Rp530. The fair value is estimated to be Rp675, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 42%.Reported Earnings • May 05First quarter 2026 earnings released: EPS: Rp11.12 (vs Rp10.43 in 1Q 2025)First quarter 2026 results: EPS: Rp11.12 (up from Rp10.43 in 1Q 2025). Revenue: Rp1.00t (up 18% from 1Q 2025). Net income: Rp15.4b (up 6.6% from 1Q 2025). Profit margin: 1.5% (down from 1.7% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Apr 02PT Panorama Sentrawisata Tbk, Annual General Meeting, May 08, 2026PT Panorama Sentrawisata Tbk, Annual General Meeting, May 08, 2026.New Risk • Mar 15New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.3% Last year net profit margin: 11% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (103% cash payout ratio). Profit margins are more than 30% lower than last year (2.3% net profit margin). Market cap is less than US$100m (Rp721.5b market cap, or US$42.6m).New Risk • Mar 12New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 132% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Market cap is less than US$100m (Rp721.5b market cap, or US$42.6m).Reported Earnings • Mar 11Full year 2025 earnings released: EPS: Rp64.00 (vs Rp244 in FY 2024)Full year 2025 results: EPS: Rp64.00 (down from Rp244 in FY 2024). Revenue: Rp3.81t (up 23% from FY 2024). Net income: Rp89.3b (down 73% from FY 2024). Profit margin: 2.3% (down from 11% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Board Change • Oct 24No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 5 highly experienced directors. No independent directors (5 non-independent directors). Independent Commissioner Agus Sijoatmodjo 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: Lack of independent directors. Insufficient board refreshment.お知らせ • May 07PT Panorama Sentrawisata Tbk announces Annual dividend, payable on June 04, 2025PT Panorama Sentrawisata Tbk announced Annual dividend of IDR 60.0000 per share payable on June 04, 2025, ex-date on May 14, 2025 and record date on May 15, 2025.お知らせ • Mar 25PT Panorama Sentrawisata Tbk, Annual General Meeting, Apr 30, 2025PT Panorama Sentrawisata Tbk, Annual General Meeting, Apr 30, 2025. Location: jakarta IndonesiaNew Risk • Nov 16New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended March 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported March 2024 fiscal period end). Shareholders have been diluted in the past year (16% increase in shares outstanding). Market cap is less than US$100m (Rp721.5b market cap, or US$45.5m).Recent Insider Transactions • Jul 16President Director recently bought Rp584m worth of stockOn the 11th of July, Budijanto Tirtawisata bought around 2m shares on-market at roughly Rp390 per share. This transaction amounted to 1.6% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth Rp3.9b. Budijanto has been a buyer over the last 12 months, purchasing a net total of Rp12b worth in shares.Recent Insider Transactions • Jul 06VP Director & Director of Operations recently bought Rp3.9b worth of stockOn the 1st of July, Ramajanto Tirtawisata bought around 10m shares on-market at roughly Rp390 per share. This transaction amounted to 12% 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 Ramajanto's only on-market trade for the last 12 months.Recent Insider Transactions • Jun 15President Director recently bought Rp2.8b worth of stockOn the 14th of June, Budijanto Tirtawisata bought around 7m shares on-market at roughly Rp405 per share. This transaction amounted to 7.9% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Budijanto has been a buyer over the last 12 months, purchasing a net total of Rp11b worth in shares.Recent Insider Transactions • Jun 02President Director recently bought Rp600m worth of stockOn the 29th of May, Budijanto Tirtawisata bought around 2m shares on-market at roughly Rp400 per share. This transaction amounted to 1.7% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Budijanto has been a buyer over the last 12 months, purchasing a net total of Rp8.3b worth in shares.お知らせ • May 09PT Panorama Sentrawisata Tbk, Annual General Meeting, Jun 12, 2024PT Panorama Sentrawisata Tbk, Annual General Meeting, Jun 12, 2024.Reported Earnings • Mar 29Full year 2023 earnings released: EPS: Rp53.00 (vs Rp10.20 in FY 2022)Full year 2023 results: EPS: Rp53.00 (up from Rp10.20 in FY 2022). Revenue: Rp2.86t (up 87% from FY 2022). Net income: Rp63.1b (up 416% from FY 2022). Profit margin: 2.2% (up from 0.8% 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 107% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Feb 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to Rp498, the stock trades at a trailing P/E ratio of 8.7x. Average trailing P/E is 33x in the Hospitality industry in Indonesia. Total returns to shareholders of 263% over the past three years.Valuation Update With 7 Day Price Move • Jan 02Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to Rp570, the stock trades at a trailing P/E ratio of 8.6x. Average trailing P/E is 36x in the Hospitality industry in Indonesia. Total returns to shareholders of 273% over the past three years.New Risk • Nov 10New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (35% accrual ratio). Minor Risk Market cap is less than US$100m (Rp798.0b market cap, or US$50.9m).Recent Insider Transactions • Oct 07President Director recently bought Rp3.9b worth of stockOn the 29th of September, Budijanto Tirtawisata bought around 5m shares on-market at roughly Rp779 per share. This transaction amounted to 7.1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Budijanto has been a buyer over the last 12 months, purchasing a net total of Rp7.7b worth in shares.Recent Insider Transactions • Sep 29President Director recently bought Rp3.8b worth of stockOn the 21st of September, Budijanto Tirtawisata bought around 5m shares on-market at roughly Rp762 per share. This transaction amounted to 7.7% 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 Budijanto's only on-market trade for the last 12 months.Reported Earnings • Sep 16Second quarter 2023 earnings released: EPS: Rp21.78 (vs Rp1.03 in 2Q 2022)Second quarter 2023 results: EPS: Rp21.78 (up from Rp1.03 in 2Q 2022). Revenue: Rp543.7b (up 45% from 2Q 2022). Net income: Rp26.1b (up Rp24.9b from 2Q 2022). Profit margin: 4.8% (up from 0.3% 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 77% per year but the company’s share price has increased by 103% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • May 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to Rp845, the stock trades at a trailing P/E ratio of 22x. Average trailing P/E is 42x in the Hospitality industry in Indonesia. Total returns to shareholders of 697% over the past three years.Valuation Update With 7 Day Price Move • May 03Investor sentiment improves as stock rises 19%After last week's 19% share price gain to Rp680, the stock trades at a trailing P/E ratio of 66.6x. Average trailing P/E is 37x in the Hospitality industry in Indonesia. Total returns to shareholders of 1,233% over the past three years.Valuation Update With 7 Day Price Move • Apr 14Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to Rp630, the stock trades at a trailing P/E ratio of 61.7x. Average trailing P/E is 33x in the Hospitality industry in Indonesia. Total returns to shareholders of 916% over the past three years.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. 5 non-independent directors. Independent Commissioner Agus Sijoatmodjo was the last independent director to join the board, commencing their role in 2015. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Oct 07PT Panorama Sentrawisata Tbk has completed a Follow-on Equity Offering in the amount of IDR 50 billion.PT Panorama Sentrawisata Tbk has completed a Follow-on Equity Offering in the amount of IDR 50 billion. Security Name: Shares Security Type: Common Stock Securities Offered: 500,000 Price\Range: IDR 100000 Transaction Features: Subsequent Direct ListingReported Earnings • Jul 28Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: Rp375.1b (up Rp358.7b from 2Q 2021). Net income: Rp1.23b (up Rp21.8b from 2Q 2021). Profit margin: 0.3% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.Reported Earnings • Jun 09First quarter 2022 earnings released: Rp59.67 loss per share (vs Rp104 loss in 1Q 2021)First quarter 2022 results: Rp59.67 loss per share (up from Rp104 loss in 1Q 2021). Revenue: Rp51.2b (up 191% from 1Q 2021). Net loss: Rp17.9b (loss narrowed 43% from 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.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. 6 experienced directors. No highly experienced directors. No independent directors (3 non-independent directors). Independent Commissioner Agus Sijoatmodjo 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: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Aug 29Second quarter 2021 earnings released: Rp17.16 loss per share (vs Rp35.88 loss in 2Q 2020)The company reported a soft second quarter result with weaker revenues and control over costs, although losses reduced. Second quarter 2021 results: Revenue: Rp16.4b (down 67% from 2Q 2020). Net loss: Rp20.6b (loss narrowed 52% from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 40 percentage points per year, which is a significant difference in performance.Reported Earnings • Dec 05Third quarter 2020 earnings released: Rp23.17 loss per shareThe company reported a poor third quarter result with increased losses and weaker revenues and control over expenses. Third quarter 2020 results: Revenue: Rp281.4b (down 34% from 3Q 2019). Net loss: Rp27.8b (loss widened Rp25.8b from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 87% per year but the company’s share price has only fallen by 33% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Nov 24New 90-day high: Rp124The company is up 28% from its price of Rp97.00 on 26 August 2020. The Indonesian market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is down 1.0% 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、Panorama Sentrawisata 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:PANR - 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3/31/20263,957,59090,289-371,753-363,386N/A12/31/20253,807,72589,33180,73992,194N/A9/30/20253,456,991355,164148,504163,446N/A6/30/20253,384,463347,297193,973177,176N/A3/31/20253,300,084343,484562,689548,692N/A12/31/20243,094,277335,332116,543123,422N/A9/30/20243,065,80139,26639,74349,840N/A6/30/20242,993,46149,991115,621156,964N/A3/31/20242,673,02253,544132,473169,200N/A12/31/20232,858,88163,116131,955143,433N/A9/30/20232,715,55279,613243,834257,939N/A6/30/20232,476,14270,935122,581133,833N/A3/31/20232,172,17446,030123,895132,016N/A12/31/20221,526,64312,244146,842156,577N/A9/30/2022896,645-9,96114,56717,987N/A6/30/2022536,931-68,231-21,159-18,201N/A3/31/2022408,176-90,055-82,935-80,291N/A12/31/2021239,240-103,275-123,684-122,634N/A9/30/2021269,009-176,739-153,946-153,007N/A6/30/2021489,707-153,668-132,965-131,571N/A3/31/2021428,690-176,136-228,515-227,782N/A12/31/2020793,212-177,973-76,625-75,087N/A9/30/20201,049,602-146,61050,00446,249N/A6/30/20201,192,049-120,79032,93231,926N/A3/31/20201,850,480-69,743208,691216,912N/A12/31/20191,951,163-44,081N/A97,352N/A9/30/20191,917,168-26,373N/A-216,837N/A6/30/20192,028,490-32,916N/A-325,818N/A3/31/20192,050,150-35,464N/A-322,628N/A12/31/20182,036,942-38,427N/A-463,032N/A9/30/20182,273,981-36,953N/A-223,639N/A6/30/20182,202,041-15,131N/A-74,210N/A3/31/20182,097,193-18,781N/A18,938N/A12/31/20172,006,1374,347N/A90,907N/A9/30/20172,078,2706,110N/A274,384N/A6/30/20171,952,485-25,115N/A109,191N/A3/31/20172,052,971-15,975N/A93,242N/A12/31/20162,133,214-16,661N/A120,491N/A9/30/20161,890,96420,893N/A-41,145N/A6/30/20162,010,30849,610N/A159,348N/A3/31/20161,975,26752,928N/A-121,233N/A12/31/20151,923,13949,008N/A-9,075N/A9/30/20152,029,48642,312N/A5,178N/A6/30/20152,035,21147,128N/A-43,396N/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: PANR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: PANR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: PANR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: PANR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: PANR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: PANR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2026/05/22 17:22終値2026/05/22 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PT Panorama Sentrawisata 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。2 アナリスト機関Michael SetjoadiPT Bahana SecuritiesNi Putu Wilastita SofiPT BRI Danareksa Sekuritas, Research Division
Declared Dividend • May 14Dividend reduced to Rp30.00Dividend of Rp30.00 is 50% lower than last year. Ex-date: 21st May 2026 Payment date: 11th June 2026 Dividend yield will be 5.6%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (24% 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 increased by an average of 31% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 68% 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 13PT Panorama Sentrawisata Tbk announces Annual dividend, payable on June 11, 2026PT Panorama Sentrawisata Tbk announced Annual dividend of IDR 30.0000 per share payable on June 11, 2026, ex-date on May 21, 2026 and record date on May 22, 2026.
Buy Or Sell Opportunity • May 12Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to Rp530. The fair value is estimated to be Rp675, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 42%.
Reported Earnings • May 05First quarter 2026 earnings released: EPS: Rp11.12 (vs Rp10.43 in 1Q 2025)First quarter 2026 results: EPS: Rp11.12 (up from Rp10.43 in 1Q 2025). Revenue: Rp1.00t (up 18% from 1Q 2025). Net income: Rp15.4b (up 6.6% from 1Q 2025). Profit margin: 1.5% (down from 1.7% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Apr 02PT Panorama Sentrawisata Tbk, Annual General Meeting, May 08, 2026PT Panorama Sentrawisata Tbk, Annual General Meeting, May 08, 2026.
New Risk • Mar 15New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.3% Last year net profit margin: 11% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (103% cash payout ratio). Profit margins are more than 30% lower than last year (2.3% net profit margin). Market cap is less than US$100m (Rp721.5b market cap, or US$42.6m).
New Risk • Mar 12New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 132% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Market cap is less than US$100m (Rp721.5b market cap, or US$42.6m).
Reported Earnings • Mar 11Full year 2025 earnings released: EPS: Rp64.00 (vs Rp244 in FY 2024)Full year 2025 results: EPS: Rp64.00 (down from Rp244 in FY 2024). Revenue: Rp3.81t (up 23% from FY 2024). Net income: Rp89.3b (down 73% from FY 2024). Profit margin: 2.3% (down from 11% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Board Change • Oct 24No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 5 highly experienced directors. No independent directors (5 non-independent directors). Independent Commissioner Agus Sijoatmodjo 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: Lack of independent directors. Insufficient board refreshment.
お知らせ • May 07PT Panorama Sentrawisata Tbk announces Annual dividend, payable on June 04, 2025PT Panorama Sentrawisata Tbk announced Annual dividend of IDR 60.0000 per share payable on June 04, 2025, ex-date on May 14, 2025 and record date on May 15, 2025.
お知らせ • Mar 25PT Panorama Sentrawisata Tbk, Annual General Meeting, Apr 30, 2025PT Panorama Sentrawisata Tbk, Annual General Meeting, Apr 30, 2025. Location: jakarta Indonesia
New Risk • Nov 16New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended March 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported March 2024 fiscal period end). Shareholders have been diluted in the past year (16% increase in shares outstanding). Market cap is less than US$100m (Rp721.5b market cap, or US$45.5m).
Recent Insider Transactions • Jul 16President Director recently bought Rp584m worth of stockOn the 11th of July, Budijanto Tirtawisata bought around 2m shares on-market at roughly Rp390 per share. This transaction amounted to 1.6% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth Rp3.9b. Budijanto has been a buyer over the last 12 months, purchasing a net total of Rp12b worth in shares.
Recent Insider Transactions • Jul 06VP Director & Director of Operations recently bought Rp3.9b worth of stockOn the 1st of July, Ramajanto Tirtawisata bought around 10m shares on-market at roughly Rp390 per share. This transaction amounted to 12% 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 Ramajanto's only on-market trade for the last 12 months.
Recent Insider Transactions • Jun 15President Director recently bought Rp2.8b worth of stockOn the 14th of June, Budijanto Tirtawisata bought around 7m shares on-market at roughly Rp405 per share. This transaction amounted to 7.9% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Budijanto has been a buyer over the last 12 months, purchasing a net total of Rp11b worth in shares.
Recent Insider Transactions • Jun 02President Director recently bought Rp600m worth of stockOn the 29th of May, Budijanto Tirtawisata bought around 2m shares on-market at roughly Rp400 per share. This transaction amounted to 1.7% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Budijanto has been a buyer over the last 12 months, purchasing a net total of Rp8.3b worth in shares.
お知らせ • May 09PT Panorama Sentrawisata Tbk, Annual General Meeting, Jun 12, 2024PT Panorama Sentrawisata Tbk, Annual General Meeting, Jun 12, 2024.
Reported Earnings • Mar 29Full year 2023 earnings released: EPS: Rp53.00 (vs Rp10.20 in FY 2022)Full year 2023 results: EPS: Rp53.00 (up from Rp10.20 in FY 2022). Revenue: Rp2.86t (up 87% from FY 2022). Net income: Rp63.1b (up 416% from FY 2022). Profit margin: 2.2% (up from 0.8% 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 107% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Feb 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to Rp498, the stock trades at a trailing P/E ratio of 8.7x. Average trailing P/E is 33x in the Hospitality industry in Indonesia. Total returns to shareholders of 263% over the past three years.
Valuation Update With 7 Day Price Move • Jan 02Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to Rp570, the stock trades at a trailing P/E ratio of 8.6x. Average trailing P/E is 36x in the Hospitality industry in Indonesia. Total returns to shareholders of 273% over the past three years.
New Risk • Nov 10New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (35% accrual ratio). Minor Risk Market cap is less than US$100m (Rp798.0b market cap, or US$50.9m).
Recent Insider Transactions • Oct 07President Director recently bought Rp3.9b worth of stockOn the 29th of September, Budijanto Tirtawisata bought around 5m shares on-market at roughly Rp779 per share. This transaction amounted to 7.1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Budijanto has been a buyer over the last 12 months, purchasing a net total of Rp7.7b worth in shares.
Recent Insider Transactions • Sep 29President Director recently bought Rp3.8b worth of stockOn the 21st of September, Budijanto Tirtawisata bought around 5m shares on-market at roughly Rp762 per share. This transaction amounted to 7.7% 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 Budijanto's only on-market trade for the last 12 months.
Reported Earnings • Sep 16Second quarter 2023 earnings released: EPS: Rp21.78 (vs Rp1.03 in 2Q 2022)Second quarter 2023 results: EPS: Rp21.78 (up from Rp1.03 in 2Q 2022). Revenue: Rp543.7b (up 45% from 2Q 2022). Net income: Rp26.1b (up Rp24.9b from 2Q 2022). Profit margin: 4.8% (up from 0.3% 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 77% per year but the company’s share price has increased by 103% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • May 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to Rp845, the stock trades at a trailing P/E ratio of 22x. Average trailing P/E is 42x in the Hospitality industry in Indonesia. Total returns to shareholders of 697% over the past three years.
Valuation Update With 7 Day Price Move • May 03Investor sentiment improves as stock rises 19%After last week's 19% share price gain to Rp680, the stock trades at a trailing P/E ratio of 66.6x. Average trailing P/E is 37x in the Hospitality industry in Indonesia. Total returns to shareholders of 1,233% over the past three years.
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to Rp630, the stock trades at a trailing P/E ratio of 61.7x. Average trailing P/E is 33x in the Hospitality industry in Indonesia. Total returns to shareholders of 916% over the past three years.
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. 5 non-independent directors. Independent Commissioner Agus Sijoatmodjo was the last independent director to join the board, commencing their role in 2015. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 07PT Panorama Sentrawisata Tbk has completed a Follow-on Equity Offering in the amount of IDR 50 billion.PT Panorama Sentrawisata Tbk has completed a Follow-on Equity Offering in the amount of IDR 50 billion. Security Name: Shares Security Type: Common Stock Securities Offered: 500,000 Price\Range: IDR 100000 Transaction Features: Subsequent Direct Listing
Reported Earnings • Jul 28Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: Rp375.1b (up Rp358.7b from 2Q 2021). Net income: Rp1.23b (up Rp21.8b from 2Q 2021). Profit margin: 0.3% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jun 09First quarter 2022 earnings released: Rp59.67 loss per share (vs Rp104 loss in 1Q 2021)First quarter 2022 results: Rp59.67 loss per share (up from Rp104 loss in 1Q 2021). Revenue: Rp51.2b (up 191% from 1Q 2021). Net loss: Rp17.9b (loss narrowed 43% from 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
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. 6 experienced directors. No highly experienced directors. No independent directors (3 non-independent directors). Independent Commissioner Agus Sijoatmodjo 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: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Aug 29Second quarter 2021 earnings released: Rp17.16 loss per share (vs Rp35.88 loss in 2Q 2020)The company reported a soft second quarter result with weaker revenues and control over costs, although losses reduced. Second quarter 2021 results: Revenue: Rp16.4b (down 67% from 2Q 2020). Net loss: Rp20.6b (loss narrowed 52% from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 40 percentage points per year, which is a significant difference in performance.
Reported Earnings • Dec 05Third quarter 2020 earnings released: Rp23.17 loss per shareThe company reported a poor third quarter result with increased losses and weaker revenues and control over expenses. Third quarter 2020 results: Revenue: Rp281.4b (down 34% from 3Q 2019). Net loss: Rp27.8b (loss widened Rp25.8b from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 87% per year but the company’s share price has only fallen by 33% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Nov 24New 90-day high: Rp124The company is up 28% from its price of Rp97.00 on 26 August 2020. The Indonesian market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is down 1.0% over the same period.