View ValuationMelisron 将来の成長Future 基準チェック /06現在、 Melisron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Real Estate 収益成長15.1%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Price Target Changed • Mar 18Price target increased by 11% to ₪476Up from ₪429, the current price target is provided by 1 analyst. New target price is 7.3% above last closing price of ₪444. Stock is up 46% over the past year. The company posted earnings per share of ₪32.21 last year.Price Target Changed • Aug 16Price target increased by 18% to ₪429Up from ₪364, the current price target is provided by 1 analyst. New target price is 11% above last closing price of ₪388. Stock is up 41% over the past year. The company posted earnings per share of ₪32.21 last year.Price Target Changed • Mar 13Price target increased by 15% to ₪352Up from ₪306, the current price target is provided by 1 analyst. New target price is 35% above last closing price of ₪261. Stock is up 12% over the past year. The company posted earnings per share of ₪21.83 last year.Price Target Changed • Oct 18Price target increased by 13% to ₪338Up from ₪300, the current price target is provided by 1 analyst. New target price is 55% above last closing price of ₪219. Stock is down 15% over the past year. The company posted earnings per share of ₪29.30 last year.Price Target Changed • Mar 16Price target decreased by 9.1% to ₪270Down from ₪297, the current price target is an average from 2 analysts. New target price is 17% above last closing price of ₪231. Stock is down 13% over the past year. The company posted earnings per share of ₪29.30 last year.すべての更新を表示Recent updatesDeclared Dividend • 8hSecond quarter dividend of ₪1.89 announcedShareholders will receive a dividend of ₪1.89. Ex-date: 21st August 2026 Payment date: 15th September 2026 Dividend yield will be 1.9%, which is lower than the industry average of 3.5%. Sustainability & Growth Dividend is covered by earnings (21% earnings payout ratio) but not adequately covered by cash flows (94% cash payout ratio). The dividend has increased by an average of 5.3% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 28% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 16Second quarter 2026 earnings released: EPS: ₪6.06 (vs ₪9.18 in 2Q 2025)Second quarter 2026 results: EPS: ₪6.06 (down from ₪9.18 in 2Q 2025). Revenue: ₪588.0m (up 4.8% from 2Q 2025). Net income: ₪289.0m (down 34% from 2Q 2025). Profit margin: 49% (down from 78% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 20% per year.New Risk • Jun 01New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 126% Dividend yield: 1.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. 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 Debt is not well covered by operating cash flow (1.9% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (126% cash payout ratio). Large one-off items impacting financial results.Reported Earnings • Mar 20Full year 2025 earnings released: EPS: ₪38.99 (vs ₪32.21 in FY 2024)Full year 2025 results: EPS: ₪38.99 (up from ₪32.21 in FY 2024). Revenue: ₪2.27b (up 9.1% from FY 2024). Net income: ₪1.86b (up 21% from FY 2024). Profit margin: 82% (up from 74% in FY 2024). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Mar 18Price target increased by 11% to ₪476Up from ₪429, the current price target is provided by 1 analyst. New target price is 7.3% above last closing price of ₪444. Stock is up 46% over the past year. The company posted earnings per share of ₪32.21 last year.お知らせ • Feb 12Melisron Ltd. to Report Q4, 2025 Results on Mar 17, 2026Melisron Ltd. announced that they will report Q4, 2025 results on Mar 17, 2026お知らせ • Feb 04Melisron Ltd., Annual General Meeting, Mar 10, 2026Melisron Ltd., Annual General Meeting, Mar 10, 2026. Location: co. offices, Israel分析記事 • Jan 15Benign Growth For Melisron Ltd. (TLV:MLSR) Underpins Its Share PriceWith a price-to-earnings (or "P/E") ratio of 13.3x Melisron Ltd. ( TLV:MLSR ) may be sending bullish signals at the...分析記事 • Dec 03Concerns Surrounding Melisron's (TLV:MLSR) PerformanceMelisron Ltd.'s ( TLV:MLSR ) healthy profit numbers didn't contain any surprises for investors. We believe that...Reported Earnings • Nov 25Third quarter 2025 earnings released: EPS: ₪6.00 (vs ₪6.54 in 3Q 2024)Third quarter 2025 results: EPS: ₪6.00 (down from ₪6.54 in 3Q 2024). Revenue: ₪602.0m (up 13% from 3Q 2024). Net income: ₪286.0m (down 8.0% from 3Q 2024). Profit margin: 48% (down from 59% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 07Melisron Ltd. to Report Q3, 2025 Results on Nov 24, 2025Melisron Ltd. announced that they will report Q3, 2025 results on Nov 24, 2025分析記事 • Oct 28We Think Melisron (TLV:MLSR) Is Taking Some Risk With Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Oct 07Melisron Ltd.'s (TLV:MLSR) Shares Lagging The Market But So Is The BusinessWhen close to half the companies in Israel have price-to-earnings ratios (or "P/E's") above 16x, you may consider...Board Change • Aug 19Less 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 External Director Far Nadir was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 17Second quarter 2025 earnings released: EPS: ₪9.18 (vs ₪7.55 in 2Q 2024)Second quarter 2025 results: EPS: ₪9.18 (up from ₪7.55 in 2Q 2024). Revenue: ₪548.0m (up 8.9% from 2Q 2024). Net income: ₪437.0m (up 22% from 2Q 2024). Profit margin: 80% (up from 71% in 2Q 2024). 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 12% per year, which means it is well ahead of earnings.Price Target Changed • Aug 16Price target increased by 18% to ₪429Up from ₪364, the current price target is provided by 1 analyst. New target price is 11% above last closing price of ₪388. Stock is up 41% over the past year. The company posted earnings per share of ₪32.21 last year.お知らせ • Aug 04Melisron Ltd. to Report Q2, 2025 Results on Aug 14, 2025Melisron Ltd. announced that they will report Q2, 2025 results on Aug 14, 2025Reported Earnings • May 22First quarter 2025 earnings released: EPS: ₪4.98 (vs ₪5.14 in 1Q 2024)First quarter 2025 results: EPS: ₪4.98 (down from ₪5.14 in 1Q 2024). Revenue: ₪523.0m (up 13% from 1Q 2024). Net income: ₪237.0m (down 2.9% from 1Q 2024). Profit margin: 45% (down from 53% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.お知らせ • May 08Melisron Ltd. to Report Q1, 2025 Results on May 21, 2025Melisron Ltd. announced that they will report Q1, 2025 results on May 21, 2025New Risk • Apr 29New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.4% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. 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 Interest payments are not well covered by earnings (2.7x net interest cover). 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.Reported Earnings • Mar 12Full year 2024 earnings released: EPS: ₪32.21 (vs ₪21.83 in FY 2023)Full year 2024 results: EPS: ₪32.21 (up from ₪21.83 in FY 2023). Revenue: ₪2.02b (up 9.7% from FY 2023). Net income: ₪1.53b (up 48% from FY 2023). Profit margin: 76% (up from 56% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Mar 11Melisron Ltd., Annual General Meeting, Apr 22, 2025Melisron Ltd., Annual General Meeting, Apr 22, 2025. Location: company offices, Israelお知らせ • Feb 24Melisron Ltd. to Report Q4, 2024 Results on Mar 10, 2025Melisron Ltd. announced that they will report Q4, 2024 results on Mar 10, 2025Reported Earnings • Nov 27Third quarter 2024 earnings released: EPS: ₪6.54 (vs ₪2.51 in 3Q 2023)Third quarter 2024 results: EPS: ₪6.54 (up from ₪2.51 in 3Q 2023). Revenue: ₪526.0m (up 8.0% from 3Q 2023). Net income: ₪311.0m (up 161% from 3Q 2023). Profit margin: 59% (up from 24% in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • Nov 10Melisron Ltd. to Report Q3, 2024 Results on Nov 24, 2024Melisron Ltd. announced that they will report Q3, 2024 results on Nov 24, 2024Buy Or Sell Opportunity • Nov 06Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to ₪305. The fair value is estimated to be ₪253, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years, while earnings per share has been flat.お知らせ • Sep 13Melisron Ltd. (TASE:MLSR) signed an agreement to acquire an remaining 50% stake in Aviv Development and Construction from Aviv Group for approximately ILS 620 million.Melisron Ltd. (TASE:MLSR) signed an agreement to acquire an remaining 50% stake in Aviv Development and Construction from Aviv Group for approximately ILS 620 million on September 12, 2024. It should be noted that Melisron intends to finance the purchase from its own sources. The completion of the transaction is subject to the fulfillment of the preconditions, which as of this date have not yet been fulfilled, and therefore there is no certainty regarding the completion of the transaction. Completion of the agreement is subject to preconditions, including the receipt of approval from the Competition Authority, third party approvals and the absence of legal impediments, the deadline for which is October 31, 2024 - and deadlines have been set regarding the postponement of the completion date in the event of a delay in obtaining regulatory approval or the receipt of the agreement of the parties).Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: ₪7.55 (vs ₪6.78 in 2Q 2023)Second quarter 2024 results: EPS: ₪7.55 (up from ₪6.78 in 2Q 2023). Revenue: ₪495.0m (up 3.8% from 2Q 2023). Net income: ₪359.0m (up 12% from 2Q 2023). Profit margin: 73% (up from 68% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 4% per year.お知らせ • Aug 01Melisron Ltd. to Report Q2, 2024 Results on Aug 15, 2024Melisron Ltd. announced that they will report Q2, 2024 results on Aug 15, 2024お知らせ • May 10Melisron Ltd. to Report Q1, 2024 Results on May 22, 2024Melisron Ltd. announced that they will report Q1, 2024 results on May 22, 2024Price Target Changed • Mar 13Price target increased by 15% to ₪352Up from ₪306, the current price target is provided by 1 analyst. New target price is 35% above last closing price of ₪261. Stock is up 12% over the past year. The company posted earnings per share of ₪21.83 last year.お知らせ • Mar 12Melisron Ltd., Annual General Meeting, Apr 16, 2024Melisron Ltd., Annual General Meeting, Apr 16, 2024, at 17:00 Israel Standard Time.Reported Earnings • Mar 11Full year 2023 earnings released: EPS: ₪21.83 (vs ₪29.30 in FY 2022)Full year 2023 results: EPS: ₪21.83 (down from ₪29.30 in FY 2022). Revenue: ₪1.80b (up 2.3% from FY 2022). Net income: ₪1.04b (down 25% from FY 2022). Profit margin: 57% (down from 79% in FY 2022). Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 25Melisron Ltd. to Report Q4, 2023 Results on Mar 11, 2024Melisron Ltd. announced that they will report Q4, 2023 results on Mar 11, 2024Reported Earnings • Nov 25Third quarter 2023 earnings released: EPS: ₪2.51 (vs ₪4.63 in 3Q 2022)Third quarter 2023 results: EPS: ₪2.51 (down from ₪4.63 in 3Q 2022). Revenue: ₪483.0m (up 8.5% from 3Q 2022). Net income: ₪119.0m (down 46% from 3Q 2022). Profit margin: 25% (down from 49% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 09Melisron Ltd. to Report Q3, 2023 Results on Nov 22, 2023Melisron Ltd. announced that they will report Q3, 2023 results on Nov 22, 2023Price Target Changed • Oct 18Price target increased by 13% to ₪338Up from ₪300, the current price target is provided by 1 analyst. New target price is 55% above last closing price of ₪219. Stock is down 15% over the past year. The company posted earnings per share of ₪29.30 last year.Buying Opportunity • Oct 08Now 28% undervalued after recent price dropOver the last 90 days, the stock is down 9.2%. The fair value is estimated to be ₪298, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 52%.Buying Opportunity • Sep 04Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be ₪298, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 52%.Upcoming Dividend • Aug 27Upcoming dividend of ₪1.26 per share at 3.9% yieldEligible shareholders must have bought the stock before 03 September 2023. Payment date: 02 October 2023. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of Israeli dividend payers (7.0%). In line with average of industry peers (3.6%).New Risk • Aug 17New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 59% Last year net profit margin: 103% 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: Major Risk Interest payments are not well covered by earnings (2.3x net interest cover). 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. Profit margins are more than 30% lower than last year (59% net profit margin).Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: ₪6.78 (vs ₪12.03 in 2Q 2022)Second quarter 2023 results: EPS: ₪6.78 (down from ₪12.03 in 2Q 2022). Revenue: ₪457.0m (down 3.2% from 2Q 2022). Net income: ₪322.0m (down 44% from 2Q 2022). Profit margin: 71% (down from 121% in 2Q 2022). 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 23% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 25Melisron Ltd. to Report Q2, 2023 Results on Aug 14, 2023Melisron Ltd. announced that they will report Q2, 2023 results on Aug 14, 2023Upcoming Dividend • May 28Upcoming dividend of ₪1.26 per share at 4.0% yieldEligible shareholders must have bought the stock before 04 June 2023. Payment date: 03 July 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of Israeli dividend payers (7.3%). In line with average of industry peers (3.8%).Reported Earnings • May 24First quarter 2023 earnings released: EPS: ₪3.58 (vs ₪4.74 in 1Q 2022)First quarter 2023 results: EPS: ₪3.58 (down from ₪4.74 in 1Q 2022). Revenue: ₪436.0m (up 9.0% from 1Q 2022). Net income: ₪170.0m (down 24% from 1Q 2022). Profit margin: 39% (down from 56% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.お知らせ • May 23Melisron Ltd. to Report Q1, 2023 Results on May 22, 2023Melisron Ltd. announced that they will report Q1, 2023 results on May 22, 2023Upcoming Dividend • Mar 23Upcoming dividend of ₪5.47 per share at 3.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 April 2023. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of Israeli dividend payers (8.9%). In line with average of industry peers (4.0%).Price Target Changed • Mar 16Price target decreased by 9.1% to ₪270Down from ₪297, the current price target is an average from 2 analysts. New target price is 17% above last closing price of ₪231. Stock is down 13% over the past year. The company posted earnings per share of ₪29.30 last year.Reported Earnings • Mar 15Full year 2022 earnings released: EPS: ₪29.30 (vs ₪31.04 in FY 2021)Full year 2022 results: EPS: ₪29.30 (down from ₪31.04 in FY 2021). Revenue: ₪1.67b (up 11% from FY 2021). Net income: ₪1.39b (down 5.6% from FY 2021). Profit margin: 83% (down from 98% in FY 2021). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Dec 06Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 1.2%. The fair value is estimated to be ₪324, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Earnings per share has grown by 31%.Upcoming Dividend • Nov 27Upcoming dividend of ₪1.26 per shareEligible shareholders must have bought the stock before 04 December 2022. Payment date: 12 December 2022. Trailing yield: 1.9%. Lower than top quartile of Israeli dividend payers (7.4%). Lower than average of industry peers (3.2%).Buying Opportunity • Oct 24Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 1.6%. The fair value is estimated to be ₪317, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 20%.Buying Opportunity • Aug 22Now 21% undervaluedOver the last 90 days, the stock is up 18%. The fair value is estimated to be ₪358, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 20%.Upcoming Dividend • Aug 21Upcoming dividend of ₪2.53 per shareEligible shareholders must have bought the stock before 28 August 2022. Payment date: 05 September 2022. The company last paid an ordinary dividend in August 2011. The average dividend yield among industry peers is 2.7%.Reported Earnings • Aug 18Second quarter 2022 earnings released: EPS: ₪12.03 (vs ₪7.25 in 2Q 2021)Second quarter 2022 results: EPS: ₪12.03 (up from ₪7.25 in 2Q 2021). Revenue: ₪409.0m (up 5.7% from 2Q 2021). Net income: ₪571.0m (up 66% from 2Q 2021). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 16Melisron Ltd. to Report Q2, 2022 Results on Aug 15, 2022Melisron Ltd. announced that they will report Q2, 2022 results on Aug 15, 2022お知らせ • May 27Melisron Ltd. (TASE:MLSR) acquired 50% stake in Aviv Development and Construction from Aviv Group for ILS 600 million.Melisron Ltd. (TASE:MLSR) acquired 50% stake in Aviv Development and Construction from Aviv Group for ILS 600 million on May 26, 2022. Melisron will pay ILS 600 million for its stake in Aviv, including an injection of ILS 450 million into the jointly-owned company with a further ILS 150 million payment to the existing shareholders. Melisron Ltd. (TASE:MLSR) completed the acquisition of 50% stake in Aviv Development and Construction from Aviv Group for ILS 600 million on May 26, 2022.Reported Earnings • Mar 15Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: ₪31.04 (up from ₪5.27 loss in FY 2020). Revenue: ₪1.42b (up 28% from FY 2020). Net income: ₪1.47b (up ₪1.72b from FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.お知らせ • Feb 26Melisron Ltd. to Report Q4, 2021 Results on Mar 14, 2022Melisron Ltd. announced that they will report Q4, 2021 results on Mar 14, 2022Reported Earnings • Aug 12Second quarter 2021 earnings released: EPS ₪7.25 (vs ₪3.94 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₪371.0m (up 70% from 2Q 2020). Net income: ₪344.0m (up ₪531.0m from 2Q 2020). Profit margin: 93% (up from net loss in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.Reported Earnings • Mar 14Full year 2020 earnings released: ₪5.27 loss per share (vs ₪28.42 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: ₪1.12b (down 30% from FY 2019). Net loss: ₪250.0m (down 120% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.お知らせ • Feb 26Melisron Ltd. to Report Fiscal Year 2020 Results on Mar 11, 2021Melisron Ltd. announced that they will report fiscal year 2020 results on Mar 11, 2021Is New 90 Day High Low • Dec 30New 90-day high: ₪172The company is up 53% from its price of ₪112 on 01 October 2020. The Israeli market is up 25% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Real Estate industry, which is up 33% over the same period.Is New 90 Day High Low • Dec 15New 90-day high: ₪170The company is up 40% from its price of ₪122 on 15 September 2020. The Israeli market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Real Estate industry, which is up 26% over the same period.Reported Earnings • Nov 19Third quarter 2020 earnings released: EPS ₪1.64The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ₪335.0m (down 18% from 3Q 2019). Net income: ₪78.0m (down 41% from 3Q 2019). Profit margin: 23% (down from 32% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 4% per year.お知らせ • Nov 18Melisron Ltd., Annual General Meeting, Dec 23, 2020Melisron Ltd., Annual General Meeting, Dec 23, 2020. 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、Melisron 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:MLSR - 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6/30/20262,4291,737385396N/A3/31/20262,3911,885352367N/A12/31/20252,3321,857279294N/A9/30/20252,2831,577130145N/A6/30/20252,2021,602951966N/A3/31/20252,1441,524948960N/A12/31/20242,0781,5311,0921,103N/A9/30/20241,9311,3401,0691,082N/A6/30/20241,8861,1481,0151,030N/A3/31/20241,8601,1119921,011N/A12/31/20231,8371,037956979N/A9/30/20231,8509869921,015N/A6/30/20231,8081,0871,0031,026N/A3/31/20231,8031,336962985N/A12/31/20221,7621,391905927N/A9/30/20221,7731,709845866N/A6/30/20221,7321,782835853N/A3/31/20221,6471,555834846N/A12/31/20211,5081,473727734N/A9/30/20211,248725474477N/A6/30/20211,179510362364N/A3/31/20211,010-21194196N/A12/31/20201,117-250307309N/A9/30/20201,327429544548N/A6/30/20201,401482629632N/A3/31/20201,5741,052N/A769N/A12/31/20191,5901,276N/A735N/A9/30/20191,590821N/A702N/A6/30/20191,586795N/A662N/A3/31/20191,588593N/A634N/A12/31/20181,594585N/A647N/A9/30/20181,582678N/A642N/A6/30/20181,585743N/A652N/A3/31/20181,575850N/A600N/A12/31/20171,564776N/A496N/A9/30/20171,5411,023N/A480N/A6/30/20171,505983N/A457N/A3/31/20171,461746N/A452N/A12/31/20161,425927N/A538N/A9/30/20161,382814N/A554N/A6/30/20161,350796N/A552N/A3/31/20161,345824N/A594N/A12/31/20151,329685N/A554N/A9/30/20151,335545N/A515N/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: MLSR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: MLSR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: MLSR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: MLSR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: MLSR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: MLSR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7D1Y7D1Y7D1YReal-estate-management-and-development 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2026/08/20 08:21終値2026/08/20 00:00収益2026/06/30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Melisron 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。1 アナリスト機関Ziv Ein EliIsrael Brokerage & Investments I.B.I. Ltd.
Price Target Changed • Mar 18Price target increased by 11% to ₪476Up from ₪429, the current price target is provided by 1 analyst. New target price is 7.3% above last closing price of ₪444. Stock is up 46% over the past year. The company posted earnings per share of ₪32.21 last year.
Price Target Changed • Aug 16Price target increased by 18% to ₪429Up from ₪364, the current price target is provided by 1 analyst. New target price is 11% above last closing price of ₪388. Stock is up 41% over the past year. The company posted earnings per share of ₪32.21 last year.
Price Target Changed • Mar 13Price target increased by 15% to ₪352Up from ₪306, the current price target is provided by 1 analyst. New target price is 35% above last closing price of ₪261. Stock is up 12% over the past year. The company posted earnings per share of ₪21.83 last year.
Price Target Changed • Oct 18Price target increased by 13% to ₪338Up from ₪300, the current price target is provided by 1 analyst. New target price is 55% above last closing price of ₪219. Stock is down 15% over the past year. The company posted earnings per share of ₪29.30 last year.
Price Target Changed • Mar 16Price target decreased by 9.1% to ₪270Down from ₪297, the current price target is an average from 2 analysts. New target price is 17% above last closing price of ₪231. Stock is down 13% over the past year. The company posted earnings per share of ₪29.30 last year.
Declared Dividend • 8hSecond quarter dividend of ₪1.89 announcedShareholders will receive a dividend of ₪1.89. Ex-date: 21st August 2026 Payment date: 15th September 2026 Dividend yield will be 1.9%, which is lower than the industry average of 3.5%. Sustainability & Growth Dividend is covered by earnings (21% earnings payout ratio) but not adequately covered by cash flows (94% cash payout ratio). The dividend has increased by an average of 5.3% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 28% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 16Second quarter 2026 earnings released: EPS: ₪6.06 (vs ₪9.18 in 2Q 2025)Second quarter 2026 results: EPS: ₪6.06 (down from ₪9.18 in 2Q 2025). Revenue: ₪588.0m (up 4.8% from 2Q 2025). Net income: ₪289.0m (down 34% from 2Q 2025). Profit margin: 49% (down from 78% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 20% per year.
New Risk • Jun 01New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 126% Dividend yield: 1.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. 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 Debt is not well covered by operating cash flow (1.9% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (126% cash payout ratio). Large one-off items impacting financial results.
Reported Earnings • Mar 20Full year 2025 earnings released: EPS: ₪38.99 (vs ₪32.21 in FY 2024)Full year 2025 results: EPS: ₪38.99 (up from ₪32.21 in FY 2024). Revenue: ₪2.27b (up 9.1% from FY 2024). Net income: ₪1.86b (up 21% from FY 2024). Profit margin: 82% (up from 74% in FY 2024). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Mar 18Price target increased by 11% to ₪476Up from ₪429, the current price target is provided by 1 analyst. New target price is 7.3% above last closing price of ₪444. Stock is up 46% over the past year. The company posted earnings per share of ₪32.21 last year.
お知らせ • Feb 12Melisron Ltd. to Report Q4, 2025 Results on Mar 17, 2026Melisron Ltd. announced that they will report Q4, 2025 results on Mar 17, 2026
お知らせ • Feb 04Melisron Ltd., Annual General Meeting, Mar 10, 2026Melisron Ltd., Annual General Meeting, Mar 10, 2026. Location: co. offices, Israel
分析記事 • Jan 15Benign Growth For Melisron Ltd. (TLV:MLSR) Underpins Its Share PriceWith a price-to-earnings (or "P/E") ratio of 13.3x Melisron Ltd. ( TLV:MLSR ) may be sending bullish signals at the...
分析記事 • Dec 03Concerns Surrounding Melisron's (TLV:MLSR) PerformanceMelisron Ltd.'s ( TLV:MLSR ) healthy profit numbers didn't contain any surprises for investors. We believe that...
Reported Earnings • Nov 25Third quarter 2025 earnings released: EPS: ₪6.00 (vs ₪6.54 in 3Q 2024)Third quarter 2025 results: EPS: ₪6.00 (down from ₪6.54 in 3Q 2024). Revenue: ₪602.0m (up 13% from 3Q 2024). Net income: ₪286.0m (down 8.0% from 3Q 2024). Profit margin: 48% (down from 59% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 07Melisron Ltd. to Report Q3, 2025 Results on Nov 24, 2025Melisron Ltd. announced that they will report Q3, 2025 results on Nov 24, 2025
分析記事 • Oct 28We Think Melisron (TLV:MLSR) Is Taking Some Risk With Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Oct 07Melisron Ltd.'s (TLV:MLSR) Shares Lagging The Market But So Is The BusinessWhen close to half the companies in Israel have price-to-earnings ratios (or "P/E's") above 16x, you may consider...
Board Change • Aug 19Less 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 External Director Far Nadir was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 17Second quarter 2025 earnings released: EPS: ₪9.18 (vs ₪7.55 in 2Q 2024)Second quarter 2025 results: EPS: ₪9.18 (up from ₪7.55 in 2Q 2024). Revenue: ₪548.0m (up 8.9% from 2Q 2024). Net income: ₪437.0m (up 22% from 2Q 2024). Profit margin: 80% (up from 71% in 2Q 2024). 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 12% per year, which means it is well ahead of earnings.
Price Target Changed • Aug 16Price target increased by 18% to ₪429Up from ₪364, the current price target is provided by 1 analyst. New target price is 11% above last closing price of ₪388. Stock is up 41% over the past year. The company posted earnings per share of ₪32.21 last year.
お知らせ • Aug 04Melisron Ltd. to Report Q2, 2025 Results on Aug 14, 2025Melisron Ltd. announced that they will report Q2, 2025 results on Aug 14, 2025
Reported Earnings • May 22First quarter 2025 earnings released: EPS: ₪4.98 (vs ₪5.14 in 1Q 2024)First quarter 2025 results: EPS: ₪4.98 (down from ₪5.14 in 1Q 2024). Revenue: ₪523.0m (up 13% from 1Q 2024). Net income: ₪237.0m (down 2.9% from 1Q 2024). Profit margin: 45% (down from 53% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
お知らせ • May 08Melisron Ltd. to Report Q1, 2025 Results on May 21, 2025Melisron Ltd. announced that they will report Q1, 2025 results on May 21, 2025
New Risk • Apr 29New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.4% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. 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 Interest payments are not well covered by earnings (2.7x net interest cover). 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.
Reported Earnings • Mar 12Full year 2024 earnings released: EPS: ₪32.21 (vs ₪21.83 in FY 2023)Full year 2024 results: EPS: ₪32.21 (up from ₪21.83 in FY 2023). Revenue: ₪2.02b (up 9.7% from FY 2023). Net income: ₪1.53b (up 48% from FY 2023). Profit margin: 76% (up from 56% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Mar 11Melisron Ltd., Annual General Meeting, Apr 22, 2025Melisron Ltd., Annual General Meeting, Apr 22, 2025. Location: company offices, Israel
お知らせ • Feb 24Melisron Ltd. to Report Q4, 2024 Results on Mar 10, 2025Melisron Ltd. announced that they will report Q4, 2024 results on Mar 10, 2025
Reported Earnings • Nov 27Third quarter 2024 earnings released: EPS: ₪6.54 (vs ₪2.51 in 3Q 2023)Third quarter 2024 results: EPS: ₪6.54 (up from ₪2.51 in 3Q 2023). Revenue: ₪526.0m (up 8.0% from 3Q 2023). Net income: ₪311.0m (up 161% from 3Q 2023). Profit margin: 59% (up from 24% in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • Nov 10Melisron Ltd. to Report Q3, 2024 Results on Nov 24, 2024Melisron Ltd. announced that they will report Q3, 2024 results on Nov 24, 2024
Buy Or Sell Opportunity • Nov 06Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to ₪305. The fair value is estimated to be ₪253, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years, while earnings per share has been flat.
お知らせ • Sep 13Melisron Ltd. (TASE:MLSR) signed an agreement to acquire an remaining 50% stake in Aviv Development and Construction from Aviv Group for approximately ILS 620 million.Melisron Ltd. (TASE:MLSR) signed an agreement to acquire an remaining 50% stake in Aviv Development and Construction from Aviv Group for approximately ILS 620 million on September 12, 2024. It should be noted that Melisron intends to finance the purchase from its own sources. The completion of the transaction is subject to the fulfillment of the preconditions, which as of this date have not yet been fulfilled, and therefore there is no certainty regarding the completion of the transaction. Completion of the agreement is subject to preconditions, including the receipt of approval from the Competition Authority, third party approvals and the absence of legal impediments, the deadline for which is October 31, 2024 - and deadlines have been set regarding the postponement of the completion date in the event of a delay in obtaining regulatory approval or the receipt of the agreement of the parties).
Reported Earnings • Aug 17Second quarter 2024 earnings released: EPS: ₪7.55 (vs ₪6.78 in 2Q 2023)Second quarter 2024 results: EPS: ₪7.55 (up from ₪6.78 in 2Q 2023). Revenue: ₪495.0m (up 3.8% from 2Q 2023). Net income: ₪359.0m (up 12% from 2Q 2023). Profit margin: 73% (up from 68% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 4% per year.
お知らせ • Aug 01Melisron Ltd. to Report Q2, 2024 Results on Aug 15, 2024Melisron Ltd. announced that they will report Q2, 2024 results on Aug 15, 2024
お知らせ • May 10Melisron Ltd. to Report Q1, 2024 Results on May 22, 2024Melisron Ltd. announced that they will report Q1, 2024 results on May 22, 2024
Price Target Changed • Mar 13Price target increased by 15% to ₪352Up from ₪306, the current price target is provided by 1 analyst. New target price is 35% above last closing price of ₪261. Stock is up 12% over the past year. The company posted earnings per share of ₪21.83 last year.
お知らせ • Mar 12Melisron Ltd., Annual General Meeting, Apr 16, 2024Melisron Ltd., Annual General Meeting, Apr 16, 2024, at 17:00 Israel Standard Time.
Reported Earnings • Mar 11Full year 2023 earnings released: EPS: ₪21.83 (vs ₪29.30 in FY 2022)Full year 2023 results: EPS: ₪21.83 (down from ₪29.30 in FY 2022). Revenue: ₪1.80b (up 2.3% from FY 2022). Net income: ₪1.04b (down 25% from FY 2022). Profit margin: 57% (down from 79% in FY 2022). Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 25Melisron Ltd. to Report Q4, 2023 Results on Mar 11, 2024Melisron Ltd. announced that they will report Q4, 2023 results on Mar 11, 2024
Reported Earnings • Nov 25Third quarter 2023 earnings released: EPS: ₪2.51 (vs ₪4.63 in 3Q 2022)Third quarter 2023 results: EPS: ₪2.51 (down from ₪4.63 in 3Q 2022). Revenue: ₪483.0m (up 8.5% from 3Q 2022). Net income: ₪119.0m (down 46% from 3Q 2022). Profit margin: 25% (down from 49% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 09Melisron Ltd. to Report Q3, 2023 Results on Nov 22, 2023Melisron Ltd. announced that they will report Q3, 2023 results on Nov 22, 2023
Price Target Changed • Oct 18Price target increased by 13% to ₪338Up from ₪300, the current price target is provided by 1 analyst. New target price is 55% above last closing price of ₪219. Stock is down 15% over the past year. The company posted earnings per share of ₪29.30 last year.
Buying Opportunity • Oct 08Now 28% undervalued after recent price dropOver the last 90 days, the stock is down 9.2%. The fair value is estimated to be ₪298, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 52%.
Buying Opportunity • Sep 04Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be ₪298, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 52%.
Upcoming Dividend • Aug 27Upcoming dividend of ₪1.26 per share at 3.9% yieldEligible shareholders must have bought the stock before 03 September 2023. Payment date: 02 October 2023. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of Israeli dividend payers (7.0%). In line with average of industry peers (3.6%).
New Risk • Aug 17New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 59% Last year net profit margin: 103% 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: Major Risk Interest payments are not well covered by earnings (2.3x net interest cover). 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. Profit margins are more than 30% lower than last year (59% net profit margin).
Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: ₪6.78 (vs ₪12.03 in 2Q 2022)Second quarter 2023 results: EPS: ₪6.78 (down from ₪12.03 in 2Q 2022). Revenue: ₪457.0m (down 3.2% from 2Q 2022). Net income: ₪322.0m (down 44% from 2Q 2022). Profit margin: 71% (down from 121% in 2Q 2022). 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 23% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 25Melisron Ltd. to Report Q2, 2023 Results on Aug 14, 2023Melisron Ltd. announced that they will report Q2, 2023 results on Aug 14, 2023
Upcoming Dividend • May 28Upcoming dividend of ₪1.26 per share at 4.0% yieldEligible shareholders must have bought the stock before 04 June 2023. Payment date: 03 July 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of Israeli dividend payers (7.3%). In line with average of industry peers (3.8%).
Reported Earnings • May 24First quarter 2023 earnings released: EPS: ₪3.58 (vs ₪4.74 in 1Q 2022)First quarter 2023 results: EPS: ₪3.58 (down from ₪4.74 in 1Q 2022). Revenue: ₪436.0m (up 9.0% from 1Q 2022). Net income: ₪170.0m (down 24% from 1Q 2022). Profit margin: 39% (down from 56% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
お知らせ • May 23Melisron Ltd. to Report Q1, 2023 Results on May 22, 2023Melisron Ltd. announced that they will report Q1, 2023 results on May 22, 2023
Upcoming Dividend • Mar 23Upcoming dividend of ₪5.47 per share at 3.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 April 2023. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of Israeli dividend payers (8.9%). In line with average of industry peers (4.0%).
Price Target Changed • Mar 16Price target decreased by 9.1% to ₪270Down from ₪297, the current price target is an average from 2 analysts. New target price is 17% above last closing price of ₪231. Stock is down 13% over the past year. The company posted earnings per share of ₪29.30 last year.
Reported Earnings • Mar 15Full year 2022 earnings released: EPS: ₪29.30 (vs ₪31.04 in FY 2021)Full year 2022 results: EPS: ₪29.30 (down from ₪31.04 in FY 2021). Revenue: ₪1.67b (up 11% from FY 2021). Net income: ₪1.39b (down 5.6% from FY 2021). Profit margin: 83% (down from 98% in FY 2021). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Dec 06Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 1.2%. The fair value is estimated to be ₪324, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Earnings per share has grown by 31%.
Upcoming Dividend • Nov 27Upcoming dividend of ₪1.26 per shareEligible shareholders must have bought the stock before 04 December 2022. Payment date: 12 December 2022. Trailing yield: 1.9%. Lower than top quartile of Israeli dividend payers (7.4%). Lower than average of industry peers (3.2%).
Buying Opportunity • Oct 24Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 1.6%. The fair value is estimated to be ₪317, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 20%.
Buying Opportunity • Aug 22Now 21% undervaluedOver the last 90 days, the stock is up 18%. The fair value is estimated to be ₪358, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 20%.
Upcoming Dividend • Aug 21Upcoming dividend of ₪2.53 per shareEligible shareholders must have bought the stock before 28 August 2022. Payment date: 05 September 2022. The company last paid an ordinary dividend in August 2011. The average dividend yield among industry peers is 2.7%.
Reported Earnings • Aug 18Second quarter 2022 earnings released: EPS: ₪12.03 (vs ₪7.25 in 2Q 2021)Second quarter 2022 results: EPS: ₪12.03 (up from ₪7.25 in 2Q 2021). Revenue: ₪409.0m (up 5.7% from 2Q 2021). Net income: ₪571.0m (up 66% from 2Q 2021). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 16Melisron Ltd. to Report Q2, 2022 Results on Aug 15, 2022Melisron Ltd. announced that they will report Q2, 2022 results on Aug 15, 2022
お知らせ • May 27Melisron Ltd. (TASE:MLSR) acquired 50% stake in Aviv Development and Construction from Aviv Group for ILS 600 million.Melisron Ltd. (TASE:MLSR) acquired 50% stake in Aviv Development and Construction from Aviv Group for ILS 600 million on May 26, 2022. Melisron will pay ILS 600 million for its stake in Aviv, including an injection of ILS 450 million into the jointly-owned company with a further ILS 150 million payment to the existing shareholders. Melisron Ltd. (TASE:MLSR) completed the acquisition of 50% stake in Aviv Development and Construction from Aviv Group for ILS 600 million on May 26, 2022.
Reported Earnings • Mar 15Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: ₪31.04 (up from ₪5.27 loss in FY 2020). Revenue: ₪1.42b (up 28% from FY 2020). Net income: ₪1.47b (up ₪1.72b from FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
お知らせ • Feb 26Melisron Ltd. to Report Q4, 2021 Results on Mar 14, 2022Melisron Ltd. announced that they will report Q4, 2021 results on Mar 14, 2022
Reported Earnings • Aug 12Second quarter 2021 earnings released: EPS ₪7.25 (vs ₪3.94 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₪371.0m (up 70% from 2Q 2020). Net income: ₪344.0m (up ₪531.0m from 2Q 2020). Profit margin: 93% (up from net loss in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
Reported Earnings • Mar 14Full year 2020 earnings released: ₪5.27 loss per share (vs ₪28.42 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: ₪1.12b (down 30% from FY 2019). Net loss: ₪250.0m (down 120% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
お知らせ • Feb 26Melisron Ltd. to Report Fiscal Year 2020 Results on Mar 11, 2021Melisron Ltd. announced that they will report fiscal year 2020 results on Mar 11, 2021
Is New 90 Day High Low • Dec 30New 90-day high: ₪172The company is up 53% from its price of ₪112 on 01 October 2020. The Israeli market is up 25% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Real Estate industry, which is up 33% over the same period.
Is New 90 Day High Low • Dec 15New 90-day high: ₪170The company is up 40% from its price of ₪122 on 15 September 2020. The Israeli market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Real Estate industry, which is up 26% over the same period.
Reported Earnings • Nov 19Third quarter 2020 earnings released: EPS ₪1.64The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ₪335.0m (down 18% from 3Q 2019). Net income: ₪78.0m (down 41% from 3Q 2019). Profit margin: 23% (down from 32% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 4% per year.
お知らせ • Nov 18Melisron Ltd., Annual General Meeting, Dec 23, 2020Melisron Ltd., Annual General Meeting, Dec 23, 2020.