お知らせ • Aug 23
bpost NV/SA (ENXTBR:BPOST) acquired remaining 25% stake in Active Ants B.V. bpost NV/SA (ENXTBR:BPOST) acquired remaining 25% stake in Active Ants B.V. on August 21, 2023. Post this transaction bpost NV/SA (ENXTBR:BPOST) holds 100% stake in Active Ants. Active Ants directors Jeroen Dekker and Jean Lahaye are leaving the company but will continue to work to ensure a smooth transition. Bram Blondé takes up his role as CEO of Active Ants on August 21, 2023.bpost NV/SA (ENXTBR:BPOST) completed the acquisition of remaining 25% stake in Active Ants B.V. on August 21, 2023. お知らせ • Aug 04
bpost NV/SA to Report Q3, 2023 Results on Nov 09, 2023 bpost NV/SA announced that they will report Q3, 2023 results on Nov 09, 2023 お知らせ • May 05
bpost NV/SA to Report Q2, 2023 Results on Aug 03, 2023 bpost NV/SA announced that they will report Q2, 2023 results at 5:45 PM, Central European Standard Time on Aug 03, 2023 Reported Earnings • Feb 24
Full year 2022 earnings released: EPS: €1.16 (vs €1.26 in FY 2021) Full year 2022 results: EPS: €1.16 (down from €1.26 in FY 2021). Revenue: €4.40b (up 2.6% from FY 2021). Net income: €232.5m (down 7.3% from FY 2021). Profit margin: 5.3% (down from 5.9% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 2 years, compared to a 3.5% growth forecast for the Global Logistics industry. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Board Change • Nov 16
High number of new directors There are 8 new directors who have joined the board in the last 3 years. Independent Director David Cunningham was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Nov 11
Third quarter 2022 earnings released: EPS: €0.12 (vs €0.08 in 3Q 2021) Third quarter 2022 results: EPS: €0.12 (up from €0.08 in 3Q 2021). Revenue: €1.02b (up 5.5% from 3Q 2021). Net income: €24.9m (up 51% from 3Q 2021). Profit margin: 2.4% (up from 1.7% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Global Logistics industry. Reported Earnings • Aug 05
Second quarter 2022 earnings released: EPS: €0.34 (vs €0.36 in 2Q 2021) Second quarter 2022 results: EPS: €0.34 (down from €0.36 in 2Q 2021). Revenue: €1.04b (flat on 2Q 2021). Net income: €68.2m (down 5.9% from 2Q 2021). Profit margin: 6.6% (down from 7.0% in 2Q 2021). Over the next year, revenue is forecast to grow 2.6%, compared to a 6.7% growth forecast for the industry in Mexico. 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 8% per year. Board Change • Jul 18
High number of new directors There are 8 new directors who have joined the board in the last 3 years. Independent Director David Cunningham was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Feb 25
Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat Full year 2021 results: EPS: €1.25 (up from €0.097 loss in FY 2020). Revenue: €4.34b (up 5.2% from FY 2020). Net income: €250.9m (up €270.3m from FY 2020). Profit margin: 5.8% (up from net loss in FY 2020). The move to profitability was primarily driven by higher revenue. Revenue exceeded analyst estimates by 1.7%. Over the next year, revenue is forecast to stay flat compared to a 11% growth forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings. Board Change • Feb 14
High number of new directors There are 9 new directors who have joined the board in the last 3 years. Independent Director Jules Noten was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Board Change • Dec 04
High number of new directors There are 9 new directors who have joined the board in the last 3 years. Chairperson Audrey Hanard was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Board Change • Aug 13
High number of new directors There are 8 new directors who have joined the board in the last 3 years. Chairperson Audrey Hanard was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Aug 13
Investor sentiment deteriorated over the past week After last week's 17% share price decline to €199, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 18x in the Logistics industry globally. Total loss to shareholders of 7.3% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$283 per share. Reported Earnings • May 09
First quarter 2021 earnings released: EPS €0.40 (vs €0.24 in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €1.02b (up 11% from 1Q 2020). Net income: €80.7m (up 69% from 1Q 2020). Profit margin: 7.9% (up from 5.2% in 1Q 2020).