View Financial HealthRapac Communication & Infrastructure 配当と自社株買い配当金 基準チェック /06Rapac Communication & Infrastructure現在配当金を支払っていません。主要情報0%配当利回りn/aバイバック利回り総株主利回りn/a将来の配当利回りn/a配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向0%最近の配当と自社株買いの更新Upcoming Dividend • Apr 02Upcoming dividend of ₪0.22 per share at 2.6% yieldEligible shareholders must have bought the stock before 09 April 2023. Payment date: 23 April 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Israeli dividend payers (7.9%). In line with average of industry peers (2.4%).すべての更新を表示Recent updates分析記事 • 19hRapac Communication & Infrastructure's (TLV:RPAC) Problems Go Beyond Weak ProfitThe subdued market reaction suggests that Rapac Communication & Infrastructure Ltd's ( TLV:RPAC ) recent earnings...New Risk • Jun 02New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.1% Last year net profit margin: 5.4% 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. This is currently the only risk that has been identified for the company.Reported Earnings • Mar 31Full year 2025 earnings released: EPS: ₪0.81 (vs ₪0.76 in FY 2024)Full year 2025 results: EPS: ₪0.81 (up from ₪0.76 in FY 2024). Revenue: ₪795.1m (up 5.4% from FY 2024). Net income: ₪12.5m (up 7.8% from FY 2024). Profit margin: 1.6% (up from 1.5% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.分析記事 • Dec 25Rapac Communication & Infrastructure Ltd (TLV:RPAC) Stock Rockets 27% But Many Are Still Ignoring The CompanyRapac Communication & Infrastructure Ltd ( TLV:RPAC ) shares have continued their recent momentum with a 27% gain in...分析記事 • Dec 03Rapac Communication & Infrastructure (TLV:RPAC) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfRapac Communication & Infrastructure Ltd ( TLV:RPAC ) announced strong profits, but the stock was stagnant. We did some...New Risk • Dec 02New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 32% 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: Major Risk Dividend is not well covered by earnings and cash flows. Dividend per share is over 24x earnings per share. Paying a dividend despite having no free cash flows. Minor Risk Large one-off items impacting financial results.分析記事 • Oct 31The Return Trends At Rapac Communication & Infrastructure (TLV:RPAC) Look PromisingTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...Reported Earnings • Aug 23Second quarter 2025 earnings released: ₪0.55 loss per share (vs ₪0.02 loss in 2Q 2024)Second quarter 2025 results: ₪0.55 loss per share (further deteriorated from ₪0.02 loss in 2Q 2024). Revenue: ₪187.2m (up 10% from 2Q 2024). Net loss: ₪8.38m (loss widened ₪8.07m from 2Q 2024). Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₪56.06, the stock trades at a trailing P/E ratio of 21x. Average trailing P/E is 20x in the Construction industry in Israel. Total returns to shareholders of 76% over the past three years.分析記事 • Jul 01Returns Are Gaining Momentum At Rapac Communication & Infrastructure (TLV:RPAC)If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...Buy Or Sell Opportunity • Jun 26Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 27% to ₪46.98. The fair value is estimated to be ₪38.53, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Meanwhile, the company has become profitable.分析記事 • Jun 02Rapac Communication & Infrastructure's (TLV:RPAC) Strong Earnings Are Of Good QualityRapac Communication & Infrastructure Ltd's ( TLV:RPAC ) strong earnings report was rewarded with a positive stock price...New Risk • Jun 02New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 69% 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: Major Risk Dividend is not well covered by earnings and cash flows. Dividend per share is over 24x earnings per share. Paying a dividend despite having no free cash flows. Minor Risk Large one-off items impacting financial results.Reported Earnings • May 28First quarter 2025 earnings released: EPS: ₪0.84 (vs ₪1.08 loss in 1Q 2024)First quarter 2025 results: EPS: ₪0.84 (up from ₪1.08 loss in 1Q 2024). Revenue: ₪181.0m (up 2.6% from 1Q 2024). Net income: ₪12.9m (up ₪29.4m from 1Q 2024). Profit margin: 7.1% (up from net loss in 1Q 2024). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.分析記事 • May 08The Market Lifts Rapac Communication & Infrastructure Ltd (TLV:RPAC) Shares 26% But It Can Do MoreThe Rapac Communication & Infrastructure Ltd ( TLV:RPAC ) share price has done very well over the last month, posting...分析記事 • Apr 21Does Rapac Communication & Infrastructure (TLV:RPAC) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Reported Earnings • Apr 02Full year 2024 earnings releasedFull year 2024 results: Revenue: ₪754.0m (up 30% from FY 2023). Net income: ₪11.6m (up ₪23.2m from FY 2023). Profit margin: 1.5% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Board Change • Feb 01Insufficient new 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. 2 highly experienced directors. Deputy Chairman of Elmore Meir Serousi was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.分析記事 • Jan 23Rapac Communication & Infrastructure Ltd's (TLV:RPAC) Shares Climb 25% But Its Business Is Yet to Catch UpRapac Communication & Infrastructure Ltd ( TLV:RPAC ) shares have continued their recent momentum with a 25% gain in...分析記事 • Jan 06We Think Rapac Communication & Infrastructure (TLV:RPAC) Can Manage Its Debt With EaseHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Buy Or Sell Opportunity • Jan 01Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to ₪29.31. The fair value is estimated to be ₪24.06, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has grown by 30%.Buy Or Sell Opportunity • Dec 10Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to ₪28.82. The fair value is estimated to be ₪23.98, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has grown by 30%.Reported Earnings • Dec 03Third quarter 2024 earnings released: EPS: ₪1.32 (vs ₪1.78 loss in 3Q 2023)Third quarter 2024 results: EPS: ₪1.32 (up from ₪1.78 loss in 3Q 2023). Revenue: ₪200.5m (up 9.6% from 3Q 2023). Net income: ₪20.2m (up ₪47.5m from 3Q 2023). Profit margin: 10% (up from net loss in 3Q 2023). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Aug 31Rapac Communication & Infrastructure Ltd, Annual General Meeting, Oct 08, 2024Rapac Communication & Infrastructure Ltd, Annual General Meeting, Oct 08, 2024. Location: co. offices, IsraelNew Risk • May 30New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₪370.7m (US$100.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 34% per year over the past 5 years. Minor Risks Paying a dividend despite being loss-making. Market cap is less than US$100m (₪370.7m market cap, or US$100.0m).New Risk • Apr 14New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. The company is paying a dividend despite being loss-making. Dividend yield: 13% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 34% per year over the past 5 years. Minor Risk Paying a dividend despite being loss-making.Reported Earnings • Mar 24Full year 2023 earnings releasedFull year 2023 results: Revenue: ₪707.1m (up 20% from FY 2022). Net income: ₪205.6m (up ₪233.4m from FY 2022). Profit margin: 29% (up from net loss in FY 2022). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • Mar 13Generation Capital Ltd entered into the sales agreement to acquire the remaining 50% stake in Rapac Energy Ltd. from Rapac Communication & Infrastructure Ltd.Generation Capital Ltd entered into the sales agreement to acquire the remaining 50% stake in Rapac Energy Ltd. from Rapac Communication & Infrastructure Ltd on January 14, 2024. The transaction constitute 50% of the issued share capital of Rapac Energy Ltd, as well as the owner's loans provided by it to Rapac Energy to Generation Capital Ltd, which holds the remaining shares in Rapac Energy. On March 12, 2024, all the conditions precedent were met required to complete the control purchase transaction, with the exception of the transfer of MRC shares to a corporation jointly controlled by the company and Generation (directly or indirectly), which, as agreed by the parties, will be transferred at the time of completion of the control purchase transaction. The date of completion of the control purchase transaction is expected to take place by the end of March 2024.分析記事 • Dec 21Returns Are Gaining Momentum At Rapac Communication & Infrastructure (TLV:RPAC)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Reported Earnings • Nov 30Third quarter 2023 earnings released: ₪1.78 loss per share (vs ₪1.29 profit in 3Q 2022)Third quarter 2023 results: ₪1.78 loss per share (down from ₪1.29 profit in 3Q 2022). Revenue: ₪183.0m (down 57% from 3Q 2022). Net loss: ₪27.3m (down 238% from profit in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.分析記事 • Oct 10Some Shareholders Feeling Restless Over Rapac Communication & Infrastructure Ltd's (TLV:RPAC) P/S RatioThere wouldn't be many who think Rapac Communication & Infrastructure Ltd's ( TLV:RPAC ) price-to-sales (or "P/S...New Risk • Oct 09New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₪362.1m (US$92.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 56% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₪362.1m market cap, or US$92.5m).New Risk • Aug 24New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₪370.0m (US$97.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 56% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₪370.0m market cap, or US$97.6m).Reported Earnings • Aug 18Second quarter 2023 earnings released: EPS: ₪1.66 (vs ₪1.12 in 2Q 2022)Second quarter 2023 results: EPS: ₪1.66 (up from ₪1.12 in 2Q 2022). Revenue: ₪148.2m (down 59% from 2Q 2022). Net income: ₪25.4m (up 49% from 2Q 2022). Profit margin: 17% (up from 4.8% in 2Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance.分析記事 • Jun 02Rapac Communication & Infrastructure (TLV:RPAC) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Upcoming Dividend • Apr 02Upcoming dividend of ₪0.22 per share at 2.6% yieldEligible shareholders must have bought the stock before 09 April 2023. Payment date: 23 April 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Israeli dividend payers (7.9%). In line with average of industry peers (2.4%).Reported Earnings • Mar 29Full year 2022 earnings released: ₪1.82 loss per share (vs ₪2.11 profit in FY 2021)Full year 2022 results: ₪1.82 loss per share (down from ₪2.11 profit in FY 2021). Revenue: ₪587.1m (down 51% from FY 2021). Net loss: ₪27.8m (down 186% from profit in FY 2021). Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.分析記事 • Dec 29Returns At Rapac Communication & Infrastructure (TLV:RPAC) Are On The Way UpWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Reported Earnings • Nov 27Third quarter 2022 earnings released: EPS: ₪1.29 (vs ₪0.34 in 3Q 2021)Third quarter 2022 results: EPS: ₪1.29 (up from ₪0.34 in 3Q 2021). Revenue: ₪421.3m (up 34% from 3Q 2021). Net income: ₪19.7m (up 275% from 3Q 2021). Profit margin: 4.7% (up from 1.7% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 27Third quarter 2021 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2021 results: EPS: ₪0.34 (down from ₪0.64 in 3Q 2020). Revenue: ₪313.9m (up 35% from 3Q 2020). Net income: ₪5.26m (down 46% from 3Q 2020). Profit margin: 1.7% (down from 4.2% in 3Q 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 47% per year, which means it is well ahead of earnings.Reported Earnings • Aug 29Second quarter 2021 earnings released: ₪0.17 loss per share (vs ₪0.27 loss in 2Q 2020)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: ₪285.3m (up 31% from 2Q 2020). Net loss: ₪2.64m (loss narrowed 36% from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 117 percentage points per year, which is a significant difference in performance.Reported Earnings • Mar 28Full year 2020 earnings released: EPS ₪0.56 (vs ₪0.57 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: ₪920.5m (up 41% from FY 2019). Net income: ₪8.66m (up 9.0% from FY 2019). Profit margin: 0.9% (down from 1.2% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 129 percentage points per year, which is a significant difference in performance.分析記事 • Mar 04With A 5.6% Return On Equity, Is Rapac Communication & Infrastructure Ltd (TLV:RPAC) A Quality Stock?One of the best investments we can make is in our own knowledge and skill set. With that in mind, this article will...分析記事 • Feb 03What Kind Of Shareholders Hold The Majority In Rapac Communication & Infrastructure Ltd's (TLV:RPAC) Shares?The big shareholder groups in Rapac Communication & Infrastructure Ltd ( TLV:RPAC ) have power over the company...分析記事 • Jan 13Does Rapac Communication & Infrastructure (TLV:RPAC) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Is New 90 Day High Low • Jan 04New 90-day high: ₪29.20The company is up 30% from its price of ₪22.51 on 06 October 2020. The Israeli market is up 22% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 21% over the same period.Valuation Update With 7 Day Price Move • Dec 30Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₪28.82, the stock is trading at a trailing P/E ratio of 34x, up from the previous P/E ratio of 29.5x. This compares to an average P/E of 15x in the Construction industry in Israel. Total returns to shareholders over the past three years are 213%.分析記事 • Dec 23Rapac Communication & Infrastructure (TLV:RPAC) Has Rewarded Shareholders With An Exceptional 457% Total Return On Their InvestmentWhen you buy a stock there is always a possibility that it could drop 100%. But on a lighter note, a good company can...Is New 90 Day High Low • Dec 14New 90-day high: ₪26.01The company is up 10.0% from its price of ₪23.75 on 15 September 2020. The Israeli market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is up 11% over the same period.分析記事 • Dec 02Does Rapac Communication & Infrastructure's (TLV:RPAC) Statutory Profit Adequately Reflect Its Underlying Profit?Many investors consider it preferable to invest in profitable companies over unprofitable ones, because profitability...Reported Earnings • Nov 26Third quarter 2020 earnings released: EPS ₪0.64The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ₪232.5m (up 51% from 3Q 2019). Net income: ₪9.77m (up ₪11.9m from 3Q 2019). Profit margin: 4.2% (up from net loss in 3Q 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 69% per year but the company’s share price has increased by 35% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Nov 25New 90-day high: ₪24.46The company is up 1.0% from its price of ₪24.17 on 27 August 2020. The Israeli market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is up 4.0% over the same period.決済の安定と成長配当データの取得安定した配当: RPACの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: RPACの配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場Rapac Communication & Infrastructure 配当利回り対市場RPAC 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (RPAC)0%市場下位25% (IL)1.8%市場トップ25% (IL)5.5%業界平均 (Construction)1.2%アナリスト予想 (RPAC) (最長3年)n/a注目すべき配当: RPACは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。高配当: RPACは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。株主への利益配当収益カバレッジ: RPAC IL市場において目立った配当金を支払っていません。株主配当金キャッシュフローカバレッジ: RPACが配当金を報告していないため、配当金の持続可能性を計算できません。高配当企業の発掘7D1Y7D1Y7D1YIL 市場の強力な配当支払い企業。View Management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2026/06/07 01:15終値2026/06/05 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Rapac Communication & Infrastructure 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
Upcoming Dividend • Apr 02Upcoming dividend of ₪0.22 per share at 2.6% yieldEligible shareholders must have bought the stock before 09 April 2023. Payment date: 23 April 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Israeli dividend payers (7.9%). In line with average of industry peers (2.4%).
分析記事 • 19hRapac Communication & Infrastructure's (TLV:RPAC) Problems Go Beyond Weak ProfitThe subdued market reaction suggests that Rapac Communication & Infrastructure Ltd's ( TLV:RPAC ) recent earnings...
New Risk • Jun 02New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.1% Last year net profit margin: 5.4% 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. This is currently the only risk that has been identified for the company.
Reported Earnings • Mar 31Full year 2025 earnings released: EPS: ₪0.81 (vs ₪0.76 in FY 2024)Full year 2025 results: EPS: ₪0.81 (up from ₪0.76 in FY 2024). Revenue: ₪795.1m (up 5.4% from FY 2024). Net income: ₪12.5m (up 7.8% from FY 2024). Profit margin: 1.6% (up from 1.5% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.
分析記事 • Dec 25Rapac Communication & Infrastructure Ltd (TLV:RPAC) Stock Rockets 27% But Many Are Still Ignoring The CompanyRapac Communication & Infrastructure Ltd ( TLV:RPAC ) shares have continued their recent momentum with a 27% gain in...
分析記事 • Dec 03Rapac Communication & Infrastructure (TLV:RPAC) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfRapac Communication & Infrastructure Ltd ( TLV:RPAC ) announced strong profits, but the stock was stagnant. We did some...
New Risk • Dec 02New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 32% 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: Major Risk Dividend is not well covered by earnings and cash flows. Dividend per share is over 24x earnings per share. Paying a dividend despite having no free cash flows. Minor Risk Large one-off items impacting financial results.
分析記事 • Oct 31The Return Trends At Rapac Communication & Infrastructure (TLV:RPAC) Look PromisingTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
Reported Earnings • Aug 23Second quarter 2025 earnings released: ₪0.55 loss per share (vs ₪0.02 loss in 2Q 2024)Second quarter 2025 results: ₪0.55 loss per share (further deteriorated from ₪0.02 loss in 2Q 2024). Revenue: ₪187.2m (up 10% from 2Q 2024). Net loss: ₪8.38m (loss widened ₪8.07m from 2Q 2024). Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₪56.06, the stock trades at a trailing P/E ratio of 21x. Average trailing P/E is 20x in the Construction industry in Israel. Total returns to shareholders of 76% over the past three years.
分析記事 • Jul 01Returns Are Gaining Momentum At Rapac Communication & Infrastructure (TLV:RPAC)If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
Buy Or Sell Opportunity • Jun 26Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 27% to ₪46.98. The fair value is estimated to be ₪38.53, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Meanwhile, the company has become profitable.
分析記事 • Jun 02Rapac Communication & Infrastructure's (TLV:RPAC) Strong Earnings Are Of Good QualityRapac Communication & Infrastructure Ltd's ( TLV:RPAC ) strong earnings report was rewarded with a positive stock price...
New Risk • Jun 02New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 69% 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: Major Risk Dividend is not well covered by earnings and cash flows. Dividend per share is over 24x earnings per share. Paying a dividend despite having no free cash flows. Minor Risk Large one-off items impacting financial results.
Reported Earnings • May 28First quarter 2025 earnings released: EPS: ₪0.84 (vs ₪1.08 loss in 1Q 2024)First quarter 2025 results: EPS: ₪0.84 (up from ₪1.08 loss in 1Q 2024). Revenue: ₪181.0m (up 2.6% from 1Q 2024). Net income: ₪12.9m (up ₪29.4m from 1Q 2024). Profit margin: 7.1% (up from net loss in 1Q 2024). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
分析記事 • May 08The Market Lifts Rapac Communication & Infrastructure Ltd (TLV:RPAC) Shares 26% But It Can Do MoreThe Rapac Communication & Infrastructure Ltd ( TLV:RPAC ) share price has done very well over the last month, posting...
分析記事 • Apr 21Does Rapac Communication & Infrastructure (TLV:RPAC) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Reported Earnings • Apr 02Full year 2024 earnings releasedFull year 2024 results: Revenue: ₪754.0m (up 30% from FY 2023). Net income: ₪11.6m (up ₪23.2m from FY 2023). Profit margin: 1.5% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Board Change • Feb 01Insufficient new 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. 2 highly experienced directors. Deputy Chairman of Elmore Meir Serousi was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
分析記事 • Jan 23Rapac Communication & Infrastructure Ltd's (TLV:RPAC) Shares Climb 25% But Its Business Is Yet to Catch UpRapac Communication & Infrastructure Ltd ( TLV:RPAC ) shares have continued their recent momentum with a 25% gain in...
分析記事 • Jan 06We Think Rapac Communication & Infrastructure (TLV:RPAC) Can Manage Its Debt With EaseHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Buy Or Sell Opportunity • Jan 01Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to ₪29.31. The fair value is estimated to be ₪24.06, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has grown by 30%.
Buy Or Sell Opportunity • Dec 10Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to ₪28.82. The fair value is estimated to be ₪23.98, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has grown by 30%.
Reported Earnings • Dec 03Third quarter 2024 earnings released: EPS: ₪1.32 (vs ₪1.78 loss in 3Q 2023)Third quarter 2024 results: EPS: ₪1.32 (up from ₪1.78 loss in 3Q 2023). Revenue: ₪200.5m (up 9.6% from 3Q 2023). Net income: ₪20.2m (up ₪47.5m from 3Q 2023). Profit margin: 10% (up from net loss in 3Q 2023). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Aug 31Rapac Communication & Infrastructure Ltd, Annual General Meeting, Oct 08, 2024Rapac Communication & Infrastructure Ltd, Annual General Meeting, Oct 08, 2024. Location: co. offices, Israel
New Risk • May 30New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₪370.7m (US$100.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 34% per year over the past 5 years. Minor Risks Paying a dividend despite being loss-making. Market cap is less than US$100m (₪370.7m market cap, or US$100.0m).
New Risk • Apr 14New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. The company is paying a dividend despite being loss-making. Dividend yield: 13% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 34% per year over the past 5 years. Minor Risk Paying a dividend despite being loss-making.
Reported Earnings • Mar 24Full year 2023 earnings releasedFull year 2023 results: Revenue: ₪707.1m (up 20% from FY 2022). Net income: ₪205.6m (up ₪233.4m from FY 2022). Profit margin: 29% (up from net loss in FY 2022). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • Mar 13Generation Capital Ltd entered into the sales agreement to acquire the remaining 50% stake in Rapac Energy Ltd. from Rapac Communication & Infrastructure Ltd.Generation Capital Ltd entered into the sales agreement to acquire the remaining 50% stake in Rapac Energy Ltd. from Rapac Communication & Infrastructure Ltd on January 14, 2024. The transaction constitute 50% of the issued share capital of Rapac Energy Ltd, as well as the owner's loans provided by it to Rapac Energy to Generation Capital Ltd, which holds the remaining shares in Rapac Energy. On March 12, 2024, all the conditions precedent were met required to complete the control purchase transaction, with the exception of the transfer of MRC shares to a corporation jointly controlled by the company and Generation (directly or indirectly), which, as agreed by the parties, will be transferred at the time of completion of the control purchase transaction. The date of completion of the control purchase transaction is expected to take place by the end of March 2024.
分析記事 • Dec 21Returns Are Gaining Momentum At Rapac Communication & Infrastructure (TLV:RPAC)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Reported Earnings • Nov 30Third quarter 2023 earnings released: ₪1.78 loss per share (vs ₪1.29 profit in 3Q 2022)Third quarter 2023 results: ₪1.78 loss per share (down from ₪1.29 profit in 3Q 2022). Revenue: ₪183.0m (down 57% from 3Q 2022). Net loss: ₪27.3m (down 238% from profit in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
分析記事 • Oct 10Some Shareholders Feeling Restless Over Rapac Communication & Infrastructure Ltd's (TLV:RPAC) P/S RatioThere wouldn't be many who think Rapac Communication & Infrastructure Ltd's ( TLV:RPAC ) price-to-sales (or "P/S...
New Risk • Oct 09New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₪362.1m (US$92.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 56% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₪362.1m market cap, or US$92.5m).
New Risk • Aug 24New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₪370.0m (US$97.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 56% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₪370.0m market cap, or US$97.6m).
Reported Earnings • Aug 18Second quarter 2023 earnings released: EPS: ₪1.66 (vs ₪1.12 in 2Q 2022)Second quarter 2023 results: EPS: ₪1.66 (up from ₪1.12 in 2Q 2022). Revenue: ₪148.2m (down 59% from 2Q 2022). Net income: ₪25.4m (up 49% from 2Q 2022). Profit margin: 17% (up from 4.8% in 2Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance.
分析記事 • Jun 02Rapac Communication & Infrastructure (TLV:RPAC) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Upcoming Dividend • Apr 02Upcoming dividend of ₪0.22 per share at 2.6% yieldEligible shareholders must have bought the stock before 09 April 2023. Payment date: 23 April 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Israeli dividend payers (7.9%). In line with average of industry peers (2.4%).
Reported Earnings • Mar 29Full year 2022 earnings released: ₪1.82 loss per share (vs ₪2.11 profit in FY 2021)Full year 2022 results: ₪1.82 loss per share (down from ₪2.11 profit in FY 2021). Revenue: ₪587.1m (down 51% from FY 2021). Net loss: ₪27.8m (down 186% from profit in FY 2021). Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
分析記事 • Dec 29Returns At Rapac Communication & Infrastructure (TLV:RPAC) Are On The Way UpWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Reported Earnings • Nov 27Third quarter 2022 earnings released: EPS: ₪1.29 (vs ₪0.34 in 3Q 2021)Third quarter 2022 results: EPS: ₪1.29 (up from ₪0.34 in 3Q 2021). Revenue: ₪421.3m (up 34% from 3Q 2021). Net income: ₪19.7m (up 275% from 3Q 2021). Profit margin: 4.7% (up from 1.7% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 27Third quarter 2021 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2021 results: EPS: ₪0.34 (down from ₪0.64 in 3Q 2020). Revenue: ₪313.9m (up 35% from 3Q 2020). Net income: ₪5.26m (down 46% from 3Q 2020). Profit margin: 1.7% (down from 4.2% in 3Q 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 47% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 29Second quarter 2021 earnings released: ₪0.17 loss per share (vs ₪0.27 loss in 2Q 2020)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: ₪285.3m (up 31% from 2Q 2020). Net loss: ₪2.64m (loss narrowed 36% from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 117 percentage points per year, which is a significant difference in performance.
Reported Earnings • Mar 28Full year 2020 earnings released: EPS ₪0.56 (vs ₪0.57 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: ₪920.5m (up 41% from FY 2019). Net income: ₪8.66m (up 9.0% from FY 2019). Profit margin: 0.9% (down from 1.2% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 129 percentage points per year, which is a significant difference in performance.
分析記事 • Mar 04With A 5.6% Return On Equity, Is Rapac Communication & Infrastructure Ltd (TLV:RPAC) A Quality Stock?One of the best investments we can make is in our own knowledge and skill set. With that in mind, this article will...
分析記事 • Feb 03What Kind Of Shareholders Hold The Majority In Rapac Communication & Infrastructure Ltd's (TLV:RPAC) Shares?The big shareholder groups in Rapac Communication & Infrastructure Ltd ( TLV:RPAC ) have power over the company...
分析記事 • Jan 13Does Rapac Communication & Infrastructure (TLV:RPAC) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Is New 90 Day High Low • Jan 04New 90-day high: ₪29.20The company is up 30% from its price of ₪22.51 on 06 October 2020. The Israeli market is up 22% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 21% over the same period.
Valuation Update With 7 Day Price Move • Dec 30Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₪28.82, the stock is trading at a trailing P/E ratio of 34x, up from the previous P/E ratio of 29.5x. This compares to an average P/E of 15x in the Construction industry in Israel. Total returns to shareholders over the past three years are 213%.
分析記事 • Dec 23Rapac Communication & Infrastructure (TLV:RPAC) Has Rewarded Shareholders With An Exceptional 457% Total Return On Their InvestmentWhen you buy a stock there is always a possibility that it could drop 100%. But on a lighter note, a good company can...
Is New 90 Day High Low • Dec 14New 90-day high: ₪26.01The company is up 10.0% from its price of ₪23.75 on 15 September 2020. The Israeli market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is up 11% over the same period.
分析記事 • Dec 02Does Rapac Communication & Infrastructure's (TLV:RPAC) Statutory Profit Adequately Reflect Its Underlying Profit?Many investors consider it preferable to invest in profitable companies over unprofitable ones, because profitability...
Reported Earnings • Nov 26Third quarter 2020 earnings released: EPS ₪0.64The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ₪232.5m (up 51% from 3Q 2019). Net income: ₪9.77m (up ₪11.9m from 3Q 2019). Profit margin: 4.2% (up from net loss in 3Q 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 69% per year but the company’s share price has increased by 35% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Nov 25New 90-day high: ₪24.46The company is up 1.0% from its price of ₪24.17 on 27 August 2020. The Israeli market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is up 4.0% over the same period.