View ValuationTgi Infrastructures 将来の成長Future 基準チェック /06現在、 Tgi Infrastructures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Auto Components 収益成長16.7%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 updatesValuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₪2.25, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 19x in the Auto Components industry in Asia. Total returns to shareholders of 17% over the past three years.分析記事 • Jun 07Tgi Infrastructures' (TLV:TGI) Problems Go Beyond Poor ProfitShareholders didn't appear too concerned by Tgi Infrastructures Ltd's ( TLV:TGI ) weak earnings. We did some digging...Upcoming Dividend • Jun 02Upcoming dividend of ₪0.051 per shareEligible shareholders must have bought the stock before 09 June 2026. Payment date: 22 June 2026. Payout ratio is on the higher end at 86%, however this is supported by cash flows. Trailing yield: 8.6%. Within top quartile of Israeli dividend payers (5.4%). Higher than average of industry peers (1.8%).Reported Earnings • Jun 01First quarter 2026 earnings released: EPS: ₪0.076 (vs ₪0.077 in 1Q 2025)First quarter 2026 results: EPS: ₪0.076. Revenue: ₪44.5m (up 3.5% from 1Q 2025). Net income: ₪5.96m (up 3.6% from 1Q 2025). Profit margin: 13% (in line with 1Q 2025).New Risk • Apr 10New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 65% 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 (₪204.0m market cap, or US$67.2m).Upcoming Dividend • Apr 08Upcoming dividend of ₪0.051 per shareEligible shareholders must have bought the stock before 15 April 2026. Payment date: 28 April 2026. Payout ratio is on the higher end at 82%, however this is supported by cash flows. Trailing yield: 8.3%. Within top quartile of Israeli dividend payers (5.5%). Higher than average of industry peers (2.0%).Reported Earnings • Mar 27Full year 2025 earnings released: EPS: ₪0.23 (vs ₪0.20 in FY 2024)Full year 2025 results: EPS: ₪0.23 (up from ₪0.20 in FY 2024). Revenue: ₪162.0m (flat on FY 2024). Net income: ₪17.3m (up 15% from FY 2024). Profit margin: 11% (up from 9.2% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 4% per year.分析記事 • Dec 06Investors Shouldn't Be Too Comfortable With Tgi Infrastructures' (TLV:TGI) EarningsTgi Infrastructures Ltd ( TLV:TGI ) announced strong profits, but the stock was stagnant. Our analysis suggests that...Upcoming Dividend • Dec 01Upcoming dividend of ₪0.051 per shareEligible shareholders must have bought the stock before 08 December 2025. Payment date: 23 December 2025. Payout ratio and cash payout ratio are on the higher end at 89% and 86% respectively. Trailing yield: 8.0%. Within top quartile of Israeli dividend payers (5.2%). Higher than average of industry peers (1.9%).Reported Earnings • Nov 30Third quarter 2025 earnings released: EPS: ₪0.066 (vs ₪0.05 in 3Q 2024)Third quarter 2025 results: EPS: ₪0.066 (up from ₪0.05 in 3Q 2024). Revenue: ₪41.6m (down 1.9% from 3Q 2024). Net income: ₪4.97m (up 34% from 3Q 2024). Profit margin: 12% (up from 8.8% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.分析記事 • Oct 14It's Unlikely That Tgi Infrastructures Ltd's (TLV:TGI) CEO Will See A Huge Pay Rise This YearKey Insights Tgi Infrastructures' Annual General Meeting to take place on 20th of October CEO Meir Yalon's total...お知らせ • Sep 10Tgi Infrastructures Ltd, Annual General Meeting, Oct 20, 2025Tgi Infrastructures Ltd, Annual General Meeting, Oct 20, 2025. Location: co. offices, IsraelReported Earnings • Sep 01Second quarter 2025 earnings released: EPS: ₪0.035 (vs ₪0.053 in 2Q 2024)Second quarter 2025 results: EPS: ₪0.035 (down from ₪0.053 in 2Q 2024). Revenue: ₪40.5m (up 4.5% from 2Q 2024). Net income: ₪2.60m (down 34% from 2Q 2024). Profit margin: 6.4% (down from 10% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.分析記事 • Aug 21Tgi Infrastructures Ltd's (TLV:TGI) Price Is Right But Growth Is Lacking After Shares Rocket 25%Tgi Infrastructures Ltd ( TLV:TGI ) shares have continued their recent momentum with a 25% gain in the last month...分析記事 • Aug 11Here's Why We Think Tgi Infrastructures (TLV:TGI) Is Well Worth WatchingTASE:TGI 1 Year Share Price vs Fair Value Explore Tgi Infrastructures's Fair Values from the Community and select yours...New Risk • Jul 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 6.5% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 96% Cash payout ratio: 121% Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Market cap is less than US$100m (₪191.4m market cap, or US$57.3m).Upcoming Dividend • Jun 01Upcoming dividend of ₪0.067 per shareEligible shareholders must have bought the stock before 08 June 2025. Payment date: 18 June 2025. Payout ratio is on the higher end at 88%, and the cash payout ratio is above 100%. Trailing yield: 9.3%. Within top quartile of Israeli dividend payers (6.2%). Higher than average of industry peers (2.3%).Reported Earnings • May 28First quarter 2025 earnings released: EPS: ₪0.077 (vs ₪0.034 in 1Q 2024)First quarter 2025 results: EPS: ₪0.077 (up from ₪0.034 in 1Q 2024). Revenue: ₪43.0m (up 4.4% from 1Q 2024). Net income: ₪5.76m (up 127% from 1Q 2024). Profit margin: 13% (up from 6.1% in 1Q 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 25Full year 2024 earnings released: EPS: ₪0.20 (vs ₪0.21 in FY 2023)Full year 2024 results: EPS: ₪0.20 (down from ₪0.21 in FY 2023). Revenue: ₪162.8m (down 12% from FY 2023). Net income: ₪15.0m (down 2.0% from FY 2023). Profit margin: 9.2% (up from 8.3% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.分析記事 • Jan 25Tgi Infrastructures Ltd's (TLV:TGI) Share Price Boosted 29% But Its Business Prospects Need A Lift TooTgi Infrastructures Ltd ( TLV:TGI ) shares have had a really impressive month, gaining 29% after a shaky period...Valuation Update With 7 Day Price Move • Jan 02Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₪1.96, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 21x in the Auto Components industry in Asia. Total returns to shareholders of 89% over the past three years.分析記事 • Jan 02Does Tgi Infrastructures (TLV:TGI) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...New Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Market cap is less than US$100m (₪138.4m market cap, or US$38.5m).分析記事 • Dec 05Tgi Infrastructures' (TLV:TGI) Anemic Earnings Might Be Worse Than You ThinkTgi Infrastructures Ltd's ( TLV:TGI ) stock showed strength, with investors undeterred by its weak earnings report...New Risk • Dec 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 5.2% 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: Minor Risks Dividend is not well covered by cash flows (119% cash payout ratio). Share price has been volatile over the past 3 months (5.2% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (₪148.1m market cap, or US$40.6m).分析記事 • Nov 22Returns On Capital Are Showing Encouraging Signs At Tgi Infrastructures (TLV:TGI)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Buy Or Sell Opportunity • Sep 08Now 21% undervaluedOver the last 90 days, the stock has risen 9.9% to ₪1.87. The fair value is estimated to be ₪2.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Meanwhile, the company has become profitable.New Risk • Aug 25New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.0% Last year net profit margin: 10.0% 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 Short dividend paying track record (less than a year of continuous dividend payments). Share price has been volatile over the past 3 months (6.1% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (7.0% net profit margin). Market cap is less than US$100m (₪144.1m market cap, or US$39.1m).Reported Earnings • Aug 25Second quarter 2024 earnings released: EPS: ₪0.053 (vs ₪0.11 in 2Q 2023)Second quarter 2024 results: EPS: ₪0.053 (down from ₪0.11 in 2Q 2023). Revenue: ₪38.8m (down 15% from 2Q 2023). Net income: ₪3.91m (down 52% from 2Q 2023). Profit margin: 10% (down from 18% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.分析記事 • Jun 05We Think That There Are Some Issues For Tgi Infrastructures (TLV:TGI) Beyond Its Promising EarningsThe market shrugged off Tgi Infrastructures Ltd's ( TLV:TGI ) solid earnings report. We did some digging and believe...分析記事 • May 31Tgi Infrastructures (TLV:TGI) Might Have The Makings Of A Multi-BaggerFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Valuation Update With 7 Day Price Move • May 31Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₪1.72, the stock trades at a trailing P/E ratio of 8.3x. Average trailing P/E is 18x in the Auto Components industry in Asia. Total returns to shareholders of 91% over the past three years.New Risk • May 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 5.9% 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: Minor Risks Short dividend paying track record (less than a year of continuous dividend payments). Share price has been volatile over the past 3 months (5.9% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (₪157.9m market cap, or US$42.7m).お知らせ • Apr 19Tgi Infrastructures Ltd, Annual General Meeting, May 21, 2024Tgi Infrastructures Ltd, Annual General Meeting, May 21, 2024, at 12:00 Israel Standard Time.Reported Earnings • Apr 01Full year 2023 earnings released: EPS: ₪0.33 (vs ₪0.24 in FY 2022)Full year 2023 results: EPS: ₪0.33 (up from ₪0.24 in FY 2022). Revenue: ₪183.9m (up 12% from FY 2022). Net income: ₪24.1m (up 88% from FY 2022). Profit margin: 13% (up from 7.9% 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 116% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Apr 01Inaugural dividend of ₪0.068 per shareEligible shareholders must have bought the stock before 08 April 2024. Payment date: 15 April 2024. This is the first dividend for Tgi Infrastructures since going public. The average dividend yield among industry peers is 1.8%.New Risk • Mar 16New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. 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: Major Risk Interest payments are not well covered by earnings (2.9x net interest cover). Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Large one-off items impacting financial results. Shareholders have been diluted in the past year (6.3% increase in shares outstanding). Market cap is less than US$100m (₪181.2m market cap, or US$49.3m).Valuation Update With 7 Day Price Move • Dec 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₪2.34, the stock trades at a trailing P/E ratio of 8.7x. Average trailing P/E is 20x in the Auto Components industry in Asia. Total returns to shareholders of 134% over the past three years.分析記事 • Nov 30Returns Are Gaining Momentum At Tgi Infrastructures (TLV:TGI)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...New Risk • Nov 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 7.1% 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 Interest payments are not well covered by earnings (2.9x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Large one-off items impacting financial results. Shareholders have been diluted in the past year (6.3% increase in shares outstanding). Market cap is less than US$100m (₪149.2m market cap, or US$38.4m).分析記事 • Nov 06Is Tgi Infrastructures (TLV:TGI) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...分析記事 • Jul 11Tgi Infrastructures Ltd's (TLV:TGI) Shares Not Telling The Full StoryIt's not a stretch to say that Tgi Infrastructures Ltd's ( TLV:TGI ) price-to-sales (or "P/S") ratio of 1x right now...Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Yigal Moran was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Sep 03First half 2022 earnings released: EPS: US$0.05 (vs US$0.016 loss in 1H 2021)First half 2022 results: EPS: US$0.05 (up from US$0.016 loss in 1H 2021). Revenue: US$60.8m (up US$50.7m from 1H 2021). Net income: US$2.14m (up US$2.78m from 1H 2021). Profit margin: 3.5% (up from net loss in 1H 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Board Change • Jul 29Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Maayan Mualam is the most experienced director on the board, commencing their role in 2019. Independent Director Yigal Moran was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Reported Earnings • Mar 31Full year 2020 earnings released: US$0.008 loss per share (vs US$0.008 loss in FY 2019)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: US$17.9m (down 32% from FY 2019). Net loss: US$3.42m (loss widened 5.5% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.Reported Earnings • Dec 03Third quarter 2020 earnings released: US$0.003 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: US$3.97m (down 39% from 3Q 2019). Net loss: US$1.20m (loss widened 20% from 3Q 2019). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 41% per year, which means it is significantly lagging earnings.分析記事 • Dec 01Is Tadir-Gan (Precision Products) 1993 (TLV:TDGN-L) Using Debt Sensibly?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says... 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、Tgi Infrastructures 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TASE:TGI - アナリストの将来予測と過去の財務データ ( )ILS 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3/31/2026164182838N/A12/31/2025162172937N/A9/30/2025165182030N/A6/30/2025166171830N/A3/31/2025165181326N/A12/31/2024163151022N/A9/30/2024162121323N/A6/30/202416791621N/A3/31/2024174131721N/A12/31/2023182131014N/A9/30/20231941548N/A6/30/202319718-23N/A3/31/202318211-31N/A12/31/2022731622N/A6/30/2022991-6-3N/A3/31/202285-1-6-3N/A12/31/202171-3-7-3N/A6/30/202160-12-4-1N/A3/31/202158-1334N/A12/31/202062-1245N/A9/30/202063-967N/A6/30/202073-9912N/A3/31/202087-958N/A12/31/201990-11N/A7N/A9/30/2019110-9N/A6N/A6/30/2019109-9N/A-9N/A3/31/2019105-13N/A-8N/A12/31/2018104-11N/A-16N/A9/30/201886-13N/A-14N/A6/30/201889-11N/A-1N/A3/31/2018551N/A5N/A12/31/2017101-4N/A5N/A9/30/2017139-19N/A1N/A6/30/2017172-27N/A-10N/A3/31/2017245-50N/A-13N/A12/31/2016137-30N/A-4N/A9/30/2016270-31N/A7N/A6/30/2016296-24N/A20N/A3/31/2016303-3N/A16N/A12/31/2015314-9N/A13N/A9/30/2015312-10N/A17N/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: TGIの予測収益成長が 貯蓄率 ( 3.6% ) 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: TGIの収益がIL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: TGI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: TGIの収益がIL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: TGI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: TGI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7D1Y7D1Y7D1YAutomobiles 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2026/08/09 17:52終値2026/08/07 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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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Tgi Infrastructures Ltd 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
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₪2.25, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 19x in the Auto Components industry in Asia. Total returns to shareholders of 17% over the past three years.
分析記事 • Jun 07Tgi Infrastructures' (TLV:TGI) Problems Go Beyond Poor ProfitShareholders didn't appear too concerned by Tgi Infrastructures Ltd's ( TLV:TGI ) weak earnings. We did some digging...
Upcoming Dividend • Jun 02Upcoming dividend of ₪0.051 per shareEligible shareholders must have bought the stock before 09 June 2026. Payment date: 22 June 2026. Payout ratio is on the higher end at 86%, however this is supported by cash flows. Trailing yield: 8.6%. Within top quartile of Israeli dividend payers (5.4%). Higher than average of industry peers (1.8%).
Reported Earnings • Jun 01First quarter 2026 earnings released: EPS: ₪0.076 (vs ₪0.077 in 1Q 2025)First quarter 2026 results: EPS: ₪0.076. Revenue: ₪44.5m (up 3.5% from 1Q 2025). Net income: ₪5.96m (up 3.6% from 1Q 2025). Profit margin: 13% (in line with 1Q 2025).
New Risk • Apr 10New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 65% 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 (₪204.0m market cap, or US$67.2m).
Upcoming Dividend • Apr 08Upcoming dividend of ₪0.051 per shareEligible shareholders must have bought the stock before 15 April 2026. Payment date: 28 April 2026. Payout ratio is on the higher end at 82%, however this is supported by cash flows. Trailing yield: 8.3%. Within top quartile of Israeli dividend payers (5.5%). Higher than average of industry peers (2.0%).
Reported Earnings • Mar 27Full year 2025 earnings released: EPS: ₪0.23 (vs ₪0.20 in FY 2024)Full year 2025 results: EPS: ₪0.23 (up from ₪0.20 in FY 2024). Revenue: ₪162.0m (flat on FY 2024). Net income: ₪17.3m (up 15% from FY 2024). Profit margin: 11% (up from 9.2% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 4% per year.
分析記事 • Dec 06Investors Shouldn't Be Too Comfortable With Tgi Infrastructures' (TLV:TGI) EarningsTgi Infrastructures Ltd ( TLV:TGI ) announced strong profits, but the stock was stagnant. Our analysis suggests that...
Upcoming Dividend • Dec 01Upcoming dividend of ₪0.051 per shareEligible shareholders must have bought the stock before 08 December 2025. Payment date: 23 December 2025. Payout ratio and cash payout ratio are on the higher end at 89% and 86% respectively. Trailing yield: 8.0%. Within top quartile of Israeli dividend payers (5.2%). Higher than average of industry peers (1.9%).
Reported Earnings • Nov 30Third quarter 2025 earnings released: EPS: ₪0.066 (vs ₪0.05 in 3Q 2024)Third quarter 2025 results: EPS: ₪0.066 (up from ₪0.05 in 3Q 2024). Revenue: ₪41.6m (down 1.9% from 3Q 2024). Net income: ₪4.97m (up 34% from 3Q 2024). Profit margin: 12% (up from 8.8% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
分析記事 • Oct 14It's Unlikely That Tgi Infrastructures Ltd's (TLV:TGI) CEO Will See A Huge Pay Rise This YearKey Insights Tgi Infrastructures' Annual General Meeting to take place on 20th of October CEO Meir Yalon's total...
お知らせ • Sep 10Tgi Infrastructures Ltd, Annual General Meeting, Oct 20, 2025Tgi Infrastructures Ltd, Annual General Meeting, Oct 20, 2025. Location: co. offices, Israel
Reported Earnings • Sep 01Second quarter 2025 earnings released: EPS: ₪0.035 (vs ₪0.053 in 2Q 2024)Second quarter 2025 results: EPS: ₪0.035 (down from ₪0.053 in 2Q 2024). Revenue: ₪40.5m (up 4.5% from 2Q 2024). Net income: ₪2.60m (down 34% from 2Q 2024). Profit margin: 6.4% (down from 10% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
分析記事 • Aug 21Tgi Infrastructures Ltd's (TLV:TGI) Price Is Right But Growth Is Lacking After Shares Rocket 25%Tgi Infrastructures Ltd ( TLV:TGI ) shares have continued their recent momentum with a 25% gain in the last month...
分析記事 • Aug 11Here's Why We Think Tgi Infrastructures (TLV:TGI) Is Well Worth WatchingTASE:TGI 1 Year Share Price vs Fair Value Explore Tgi Infrastructures's Fair Values from the Community and select yours...
New Risk • Jul 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 6.5% 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 96% Cash payout ratio: 121% Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Market cap is less than US$100m (₪191.4m market cap, or US$57.3m).
Upcoming Dividend • Jun 01Upcoming dividend of ₪0.067 per shareEligible shareholders must have bought the stock before 08 June 2025. Payment date: 18 June 2025. Payout ratio is on the higher end at 88%, and the cash payout ratio is above 100%. Trailing yield: 9.3%. Within top quartile of Israeli dividend payers (6.2%). Higher than average of industry peers (2.3%).
Reported Earnings • May 28First quarter 2025 earnings released: EPS: ₪0.077 (vs ₪0.034 in 1Q 2024)First quarter 2025 results: EPS: ₪0.077 (up from ₪0.034 in 1Q 2024). Revenue: ₪43.0m (up 4.4% from 1Q 2024). Net income: ₪5.76m (up 127% from 1Q 2024). Profit margin: 13% (up from 6.1% in 1Q 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 25Full year 2024 earnings released: EPS: ₪0.20 (vs ₪0.21 in FY 2023)Full year 2024 results: EPS: ₪0.20 (down from ₪0.21 in FY 2023). Revenue: ₪162.8m (down 12% from FY 2023). Net income: ₪15.0m (down 2.0% from FY 2023). Profit margin: 9.2% (up from 8.3% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
分析記事 • Jan 25Tgi Infrastructures Ltd's (TLV:TGI) Share Price Boosted 29% But Its Business Prospects Need A Lift TooTgi Infrastructures Ltd ( TLV:TGI ) shares have had a really impressive month, gaining 29% after a shaky period...
Valuation Update With 7 Day Price Move • Jan 02Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₪1.96, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 21x in the Auto Components industry in Asia. Total returns to shareholders of 89% over the past three years.
分析記事 • Jan 02Does Tgi Infrastructures (TLV:TGI) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
New Risk • Dec 16New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Market cap is less than US$100m (₪138.4m market cap, or US$38.5m).
分析記事 • Dec 05Tgi Infrastructures' (TLV:TGI) Anemic Earnings Might Be Worse Than You ThinkTgi Infrastructures Ltd's ( TLV:TGI ) stock showed strength, with investors undeterred by its weak earnings report...
New Risk • Dec 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 5.2% 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: Minor Risks Dividend is not well covered by cash flows (119% cash payout ratio). Share price has been volatile over the past 3 months (5.2% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (₪148.1m market cap, or US$40.6m).
分析記事 • Nov 22Returns On Capital Are Showing Encouraging Signs At Tgi Infrastructures (TLV:TGI)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Buy Or Sell Opportunity • Sep 08Now 21% undervaluedOver the last 90 days, the stock has risen 9.9% to ₪1.87. The fair value is estimated to be ₪2.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Meanwhile, the company has become profitable.
New Risk • Aug 25New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.0% Last year net profit margin: 10.0% 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 Short dividend paying track record (less than a year of continuous dividend payments). Share price has been volatile over the past 3 months (6.1% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (7.0% net profit margin). Market cap is less than US$100m (₪144.1m market cap, or US$39.1m).
Reported Earnings • Aug 25Second quarter 2024 earnings released: EPS: ₪0.053 (vs ₪0.11 in 2Q 2023)Second quarter 2024 results: EPS: ₪0.053 (down from ₪0.11 in 2Q 2023). Revenue: ₪38.8m (down 15% from 2Q 2023). Net income: ₪3.91m (down 52% from 2Q 2023). Profit margin: 10% (down from 18% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
分析記事 • Jun 05We Think That There Are Some Issues For Tgi Infrastructures (TLV:TGI) Beyond Its Promising EarningsThe market shrugged off Tgi Infrastructures Ltd's ( TLV:TGI ) solid earnings report. We did some digging and believe...
分析記事 • May 31Tgi Infrastructures (TLV:TGI) Might Have The Makings Of A Multi-BaggerFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Valuation Update With 7 Day Price Move • May 31Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₪1.72, the stock trades at a trailing P/E ratio of 8.3x. Average trailing P/E is 18x in the Auto Components industry in Asia. Total returns to shareholders of 91% over the past three years.
New Risk • May 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 5.9% 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: Minor Risks Short dividend paying track record (less than a year of continuous dividend payments). Share price has been volatile over the past 3 months (5.9% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (₪157.9m market cap, or US$42.7m).
お知らせ • Apr 19Tgi Infrastructures Ltd, Annual General Meeting, May 21, 2024Tgi Infrastructures Ltd, Annual General Meeting, May 21, 2024, at 12:00 Israel Standard Time.
Reported Earnings • Apr 01Full year 2023 earnings released: EPS: ₪0.33 (vs ₪0.24 in FY 2022)Full year 2023 results: EPS: ₪0.33 (up from ₪0.24 in FY 2022). Revenue: ₪183.9m (up 12% from FY 2022). Net income: ₪24.1m (up 88% from FY 2022). Profit margin: 13% (up from 7.9% 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 116% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Apr 01Inaugural dividend of ₪0.068 per shareEligible shareholders must have bought the stock before 08 April 2024. Payment date: 15 April 2024. This is the first dividend for Tgi Infrastructures since going public. The average dividend yield among industry peers is 1.8%.
New Risk • Mar 16New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. 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: Major Risk Interest payments are not well covered by earnings (2.9x net interest cover). Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Large one-off items impacting financial results. Shareholders have been diluted in the past year (6.3% increase in shares outstanding). Market cap is less than US$100m (₪181.2m market cap, or US$49.3m).
Valuation Update With 7 Day Price Move • Dec 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₪2.34, the stock trades at a trailing P/E ratio of 8.7x. Average trailing P/E is 20x in the Auto Components industry in Asia. Total returns to shareholders of 134% over the past three years.
分析記事 • Nov 30Returns Are Gaining Momentum At Tgi Infrastructures (TLV:TGI)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
New Risk • Nov 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 7.1% 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 Interest payments are not well covered by earnings (2.9x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Large one-off items impacting financial results. Shareholders have been diluted in the past year (6.3% increase in shares outstanding). Market cap is less than US$100m (₪149.2m market cap, or US$38.4m).
分析記事 • Nov 06Is Tgi Infrastructures (TLV:TGI) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
分析記事 • Jul 11Tgi Infrastructures Ltd's (TLV:TGI) Shares Not Telling The Full StoryIt's not a stretch to say that Tgi Infrastructures Ltd's ( TLV:TGI ) price-to-sales (or "P/S") ratio of 1x right now...
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Yigal Moran was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Sep 03First half 2022 earnings released: EPS: US$0.05 (vs US$0.016 loss in 1H 2021)First half 2022 results: EPS: US$0.05 (up from US$0.016 loss in 1H 2021). Revenue: US$60.8m (up US$50.7m from 1H 2021). Net income: US$2.14m (up US$2.78m from 1H 2021). Profit margin: 3.5% (up from net loss in 1H 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Board Change • Jul 29Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Maayan Mualam is the most experienced director on the board, commencing their role in 2019. Independent Director Yigal Moran was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Reported Earnings • Mar 31Full year 2020 earnings released: US$0.008 loss per share (vs US$0.008 loss in FY 2019)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: US$17.9m (down 32% from FY 2019). Net loss: US$3.42m (loss widened 5.5% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Dec 03Third quarter 2020 earnings released: US$0.003 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: US$3.97m (down 39% from 3Q 2019). Net loss: US$1.20m (loss widened 20% from 3Q 2019). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 41% per year, which means it is significantly lagging earnings.
分析記事 • Dec 01Is Tadir-Gan (Precision Products) 1993 (TLV:TDGN-L) Using Debt Sensibly?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...