Capricorn Group（CGP）株式概要カプリコン・グループ・リミテッドは投資持株会社で、ナミビア、ボツワナ、ザンビアで銀行業、小口融資、関連事業に従事している。 詳細CGP ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長0/6過去の実績2/6財務の健全性4/6配当金0/6報酬株価収益率（ 8.3 x）は、 Banks業界平均（ 9.9 x）を下回っています。リスク分析リスクチェックの結果、CGP 、リスクは検出されなかった。すべてのリスクチェックを見るCGP Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueRCurrent PriceR28.0261.2% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture010b2016201920222025202620282031Revenue N$9.9bEarnings N$3.1bAdvancedSet Fair ValueView all narrativesCapricorn Group Limited 競合他社FirstRand NamibiaSymbol: NMSE:FNBMarket cap: R14.6bSBN HoldingsSymbol: NMSE:SNOMarket cap: R6.9bAmen Bank Société anonymeSymbol: BVMT:ABMarket cap: د.ت2.5bBanco Bilbao Vizcaya Argentaria ColombiaSymbol: BVC:BBVACOLMarket cap: Col$3.5t価格と性能株価の高値、安値、推移の概要Capricorn Group過去の株価現在の株価R28.0252週高値R28.0252週安値R21.53ベータ0.0261ヶ月の変化5.62%3ヶ月変化6.66%1年変化30.14%3年間の変化100.14%5年間の変化109.57%IPOからの変化176.06%最新ニュースBoard Change • May 21Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 5 independent directors. 7 non-independent directors. Lead Independent Director Daniel Kali was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Sep 22Capricorn Group Limited, Annual General Meeting, Nov 05, 2025Capricorn Group Limited, Annual General Meeting, Nov 05, 2025. Location: the boardroom on the sixth floor, capricorn group building, kasino street, windhoek Namibiaお知らせ • Nov 22Capricorn Group Limited Appoints Johan Maass as Executive DirectorCapricorn Group announced the appointment of Mr. Johan Maass as an executive director of Capricorn Group in the role of Group Financial Director, effective 22 November 2024. Regulatory approval for his appointment has been obtained. Mr. Maass was the Group Chief Financial Officer (Group CFO) of Capricorn Group since 1 July 2022. The Board would like to congratulate Mr. Maass on his appointment and wish him all the best in his new role.お知らせ • Oct 07Capricorn Group Limited, Annual General Meeting, Oct 30, 2024Capricorn Group Limited, Annual General Meeting, Oct 30, 2024. Location: the boardroom on the sixth floor, capricorn group building, kasino street, windhoek NamibiaRecent Insider Transactions Derivative • Sep 20Non-Executive Director exercised options to buy R1.7m worth of stock.On the 17th of September, Marthinus Prinsloo exercised options to buy 85k shares at a strike price of around R19.42, costing a total of R1.7m. This transaction amounted to 3.5% of their direct individual holding at the time of the trade. Since June 2024, Marthinus' direct individual holding has increased from 2.42m shares to 2.51m. Company insiders have collectively bought R360k more than they sold, via options and on-market transactions, in the last 12 months.Declared Dividend • Sep 15Final dividend of N$0.64 announcedShareholders will receive a dividend of N$0.64. Ex-date: 30th September 2024 Payment date: 18th October 2024 Dividend yield will be 5.7%, which is higher than the industry average of 4.8%. Sustainability & Growth The dividend has increased by an average of 9.0% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 12% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.最新情報をもっと見るRecent updatesBoard Change • May 21Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 5 independent directors. 7 non-independent directors. Lead Independent Director Daniel Kali was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Sep 22Capricorn Group Limited, Annual General Meeting, Nov 05, 2025Capricorn Group Limited, Annual General Meeting, Nov 05, 2025. Location: the boardroom on the sixth floor, capricorn group building, kasino street, windhoek Namibiaお知らせ • Nov 22Capricorn Group Limited Appoints Johan Maass as Executive DirectorCapricorn Group announced the appointment of Mr. Johan Maass as an executive director of Capricorn Group in the role of Group Financial Director, effective 22 November 2024. Regulatory approval for his appointment has been obtained. Mr. Maass was the Group Chief Financial Officer (Group CFO) of Capricorn Group since 1 July 2022. The Board would like to congratulate Mr. Maass on his appointment and wish him all the best in his new role.お知らせ • Oct 07Capricorn Group Limited, Annual General Meeting, Oct 30, 2024Capricorn Group Limited, Annual General Meeting, Oct 30, 2024. Location: the boardroom on the sixth floor, capricorn group building, kasino street, windhoek NamibiaRecent Insider Transactions Derivative • Sep 20Non-Executive Director exercised options to buy R1.7m worth of stock.On the 17th of September, Marthinus Prinsloo exercised options to buy 85k shares at a strike price of around R19.42, costing a total of R1.7m. This transaction amounted to 3.5% of their direct individual holding at the time of the trade. Since June 2024, Marthinus' direct individual holding has increased from 2.42m shares to 2.51m. Company insiders have collectively bought R360k more than they sold, via options and on-market transactions, in the last 12 months.Declared Dividend • Sep 15Final dividend of N$0.64 announcedShareholders will receive a dividend of N$0.64. Ex-date: 30th September 2024 Payment date: 18th October 2024 Dividend yield will be 5.7%, which is higher than the industry average of 4.8%. Sustainability & Growth The dividend has increased by an average of 9.0% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 12% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Sep 14Full year 2024 earnings released: EPS: N$3.20 (vs N$2.70 in FY 2023)Full year 2024 results: EPS: N$3.20 (up from N$2.70 in FY 2023). Revenue: N$4.90b (up 12% from FY 2023). Net income: N$1.62b (up 18% from FY 2023). Profit margin: 33% (up from 31% in FY 2023). The increase in margin was driven by higher revenue. 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 15% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 12Capricorn Group Limited Declares Final Dividend for the Year Ended 30 June 2024, Payable on 18 October 2024Capricorn Group Limited declared a final dividend of 64 cents per ordinary share. Including the interim dividend of 48 cents per ordinary share, this represents a total dividend of 112 cents per ordinary share (2023: 100 cents). This is a 12.0% increase on the total dividend per share for 2023. The Group continues to balance offering attractive returns for shareholders with retaining capital to drive growth and diversification. Last day to trade cum dividend is 27 September 2024. First day to trade ex-dividend is 30 September 2024. Record date is 4 October 2024 and Payment date is 18 October 2024.お知らせ • Aug 28Capricorn Group Limited to Report Fiscal Year 2024 Results on Sep 12, 2024Capricorn Group Limited announced that they will report fiscal year 2024 results on Sep 12, 2024Recent Insider Transactions • Jul 02Non-Executive Director recently sold R1.3m worth of stockOn the 28th of June, Marthinus Prinsloo sold around 67k shares on-market at roughly R19.30 per share. This transaction amounted to 2.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.お知らせ • Mar 16Capricorn Group Limited Announces Board ChangesCapricorn Group announced the appointment of Mr. David Nuyoma as a non-executive director of Bank Windhoek Limited ("Bank Windhoek") with effect from 13 March 2024. Regulatory approval for his appointment has been obtained. On the same date, Mr. Thinus Prinsloo retired from the board of Bank Windhoek. As recently announced, Mr. Nuyoma was appointed as Group CEO and executive director of Capricorn Group with effect from 1 March 2024, while Mr. Prinsloo's role on the board of Capricorn Group changed to that of a non-executive director.Upcoming Dividend • Mar 08Upcoming dividend of N$0.48 per shareEligible shareholders must have bought the stock before 15 March 2024. Payment date: 05 April 2024. Payout ratio is a comfortable 39% but the company is paying out more than the cash it is generating. Trailing yield: 5.6%. Lower than top quartile of Namibian dividend payers (11%). In line with average of industry peers (5.4%).Declared Dividend • Mar 04First half dividend of N$0.48 announcedShareholders will receive a dividend of N$0.48. Ex-date: 15th March 2024 Payment date: 5th April 2024 Dividend yield will be 6.3%, which is higher than the industry average of 4.8%. Sustainability & Growth The dividend has increased by an average of 8.1% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 9.1% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Feb 08Capricorn Group Limited Announces Changes to the BoardCapricorn Group Limited announced the retirement of Mr. Jacobus Christiaan (Koos) Brandt as non-executive director from the board of directors effective 2 February 2024. Mr. Koos Brandt, one of the founders of Capricorn Group, served on the board since the company's establishment in 1996 and was its chairperson until 2017. He continues to serve as a non-executive director on the board of Bank Windhoek Limited, a wholly owned subsidiary of Capricorn Group. Capricorn Group announced the appointment of Mr. Jacobus Wynand (Cobus) Brandt as non-executive director, effective 2 February 2024, in line with the board succession plan. Mr. Cobus Brandt has been the alternate non-executive director of Mr. Koos Brandt since 2016 and a non-executive director of Capricorn Investment Holdings Ltd. (CIH) since 2018. He holds a Bachelor of Commerce with specialisation in Management Accounting from the University of South Africa and has substantial experience in the financial and agricultural sectors.お知らせ • Nov 17Capricorn Group Limited Appoints David Nuyoma as the Group CEOThe Capricorn Group Board has approved the appointment of Mr. David Nuyoma as the Group CEO Designate with effect from 1 January 2024, and as substantive Group CEO with effect from 1 March 2024, subject to regulatory approval. Mr. Nuyoma is an experienced and accomplished executive leader with a successful track record as CEO of the Government Institutions Pension Fund until recently and before that as CEO of the Development Bank of Namibia. As part of the process for a smooth leadership transition, Mr. Prinsloo has agreed to remain in his current position as Group CEO until 29 February 2024, during which time he will hand over responsibilities to Mr. Nuyoma.お知らせ • Oct 06Capricorn Group Limited, Annual General Meeting, Oct 25, 2023Capricorn Group Limited, Annual General Meeting, Oct 25, 2023.Upcoming Dividend • Sep 25Upcoming dividend of N$0.61 per share at 6.1% yieldEligible shareholders must have bought the stock before 02 October 2023. Payment date: 20 October 2023. Payout ratio is a comfortable 37% but the company is not cash flow positive. Trailing yield: 6.1%. Lower than top quartile of Namibian dividend payers (12%). In line with average of industry peers (5.7%).Reported Earnings • Sep 17Full year 2023 earnings released: EPS: N$2.70 (vs N$2.05 in FY 2022)Full year 2023 results: EPS: N$2.70 (up from N$2.05 in FY 2022). Revenue: N$4.37b (up 20% from FY 2022). Net income: N$1.37b (up 31% from FY 2022). Profit margin: 31% (up from 29% in FY 2022). The increase in margin was driven by higher revenue. Cost-to-income ratio: 50.8% (down from 51.1% in FY 2022). Non-performing loans: 4.48% (down from 4.75% in FY 2022). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 24+ 1 more updateCapricorn Group Limited Announces Stepdown of Thinus Prinsloo as Group CEOCapricorn Group announced that Mr. Thinus Prinsloo will step down from his position as Group CEO, a position he has held for more than 7 years, to take up a new opportunity at Capricorn Investment Holdings. Mr. Prinsloo will move on from his position as Group CEO and Executive Director when the recruitment process for his successor has been completed. Under the leadership of Mr. Prinsloo, Capricorn Group has delivered a compelling investor proposition backed by solid results year on year. The compound annual growth rate of total assets is 10.1% over the last seven years. Net asset value per share as published at 31 December 2022 was 90% higher than it was on 1 January 2016 when he assumed his role as Group CEO.お知らせ • Aug 19Capricorn Group Limited Provides Earnings Guidance for the Year Ended 30 June 2023Capricorn Group Limited announced that shareholders are advised that Capricorn Group's profit after tax for the year ended 30 June 2023 is expected to increase by between 24% and 34% over the prior period, while basic earnings per share are expected to increase by between 27% and 37% and headline earnings per share by between 30% and 40% when compared to the prior period. The improved performance is driven by increased net interest income attributable to significantly increased repo rates, loan book growth and prudent cost of funding management during the financial year. Impairment charges are expected to be materially lower than the prior period as a result of pro-active approach to credit risk management coupled with an ease in economic uncertainty when compared to the prior financial year.Upcoming Dividend • Mar 06Upcoming dividend of N$0.39 per share at 5.7% yieldEligible shareholders must have bought the stock before 13 March 2023. Payment date: 30 March 2023. Payout ratio is a comfortable 35% but the company is not cash flow positive. Trailing yield: 5.7%. Lower than top quartile of Namibian dividend payers (13%). In line with average of industry peers (5.3%).Upcoming Dividend • Oct 03Upcoming dividend of N$0.40 per shareEligible shareholders must have bought the stock before 10 October 2022. Payment date: 26 October 2022. Payout ratio is a comfortable 35% but the company is not cash flow positive. Trailing yield: 6.3%. Lower than top quartile of Namibian dividend payers (10%). In line with average of industry peers (6.2%).Reported Earnings • Sep 22Full year 2022 earnings releasedFull year 2022 results: Revenue: N$3.64b (up 11% from FY 2021). Net income: N$1.15b (up 25% from FY 2021). Profit margin: 32% (up from 28% in FY 2021). The increase in margin was driven by higher revenue.Recent Insider Transactions Derivative • Sep 21Group CEO & Executive Director exercised options to buy R612k worth of stock.On the 14th of September, Marthinus Prinsloo exercised options to buy 57k shares at a strike price of around R10.77, costing a total of R616k. This transaction amounted to 2.4% of their direct individual holding at the time of the trade. Marthinus currently holds less than 1% of total shares outstanding. This was the only transaction from an insider over the last 12 months.Valuation Update With 7 Day Price Move • Sep 14Investor sentiment improved over the past weekAfter last week's 21% share price gain to R13.00, the stock trades at a trailing P/E ratio of 6.5x. Average trailing P/E is 6x in the Banks industry in Africa. Total loss to shareholders of 9.7% over the past three years.Valuation Update With 7 Day Price Move • Jul 14Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to R11.01, the stock trades at a trailing P/E ratio of 5.5x. Average trailing P/E is 6x in the Banks industry in Africa. Total loss to shareholders of 22% over the past three years.お知らせ • Jun 28Capricorn Group Limited Appoints Johan Maass as Chief Financial Officer, Effect from 1 July 2022Capricorn Group Limited informed shareholders that the recruitment process for Group Chief Financial Officer has been successfully concluded and that all the required regulatory approvals have been obtained. With effect from 1 July 2022, Johan Maass, the current Group Financial Manager, will be appointed in the role of Group Chief Financial Officer. Johan is a Chartered Accountant by profession, with a B.Com Hons in Chartered Accountancy. He started his career in 2010 at PwC Namibia and was promoted to Senior Audit Manager in 2015, a position he held until joining Capricorn Group on 1 April 2018. During 2019, he completed the Group's Senior Management Development Programme presented by the University of Stellenbosch. Since joining the Capricorn Group, Johan reported to the previous Financial Director. Johan has led the Group's financial reporting for the last 3 years, including playing an integral role in the production of the integrated report. The financial director role will not be filled at this point in time.Upcoming Dividend • Mar 07Upcoming dividend of N$0.32 per shareEligible shareholders must have bought the stock before 14 March 2022. Payment date: 30 March 2022. Payout ratio is a comfortable 34% but the company is not cash flow positive. Trailing yield: 4.6%. Lower than top quartile of Namibian dividend payers (9.7%). Higher than average of industry peers (4.0%).お知らせ • Feb 26Capricorn Group Limited Announces Interim Dividend for the Period Ended December 31, 2021, Payable on March 30, 2022Capricorn Group Limited announced on 23 February 2022 an interim dividend of 32 cents per ordinary share was declared for the period ended 31 December 2021, payable on 30 March 2022. The last day to trade shares on a cum dividend basis is on 11 March 2022, the first day to trade ex dividend is 14 March 2022 and the record date is 18 March 2022. The interim dividend has not been recognised as a liability in the condensed consolidated interim financial statements.Valuation Update With 7 Day Price Move • Feb 25Investor sentiment improved over the past weekAfter last week's 16% share price gain to R12.87, the stock trades at a trailing P/E ratio of 7.2x. Average forward P/E is 5x in the Banks industry in Africa. Total loss to shareholders of 7.5% over the past three years.Upcoming Dividend • Sep 28Upcoming dividend of N$0.38 per shareEligible shareholders must have bought the stock before 04 October 2021. Payment date: 22 October 2021. Trailing yield: 3.9%. Lower than top quartile of Namibian dividend payers (7.6%). In line with average of industry peers (4.1%).Valuation Update With 7 Day Price Move • Mar 05Investor sentiment improved over the past weekAfter last week's 26% share price gain to N$12.80, the stock is trading at a trailing P/E ratio of 8.3x, up from the previous P/E ratio of 6.5x. This compares to an average P/E of 6x in the Banks industry in Africa. Total return to shareholders over the past three years is a loss of 22%.Valuation Update With 7 Day Price Move • Feb 10Investor sentiment deteriorated over the past weekAfter last week's 23% share price decline to N$10.00, the stock is trading at a trailing P/E ratio of 5.6x, down from the previous P/E ratio of 7.2x. This compares to an average P/E of 6x in the Banks industry in Africa. Total return to shareholders over the past three years is a loss of 38%.Is New 90 Day High Low • Feb 05New 90-day low: R12.83The company is down 1.0% from its price of R12.99 on 06 November 2020. The Namibian market is down 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Banks industry, which is up 11% over the same period.Is New 90 Day High Low • Dec 17New 90-day low: R12.97The company is down 1.0% from its price of R13.05 on 18 September 2020. The Namibian market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Banks industry, which is up 17% over the same period.株主還元CGPNA BanksNA 市場7D0.04%-0.3%0.2%1Y30.1%52.6%18.2%株主還元を見る業界別リターン: CGP過去 1 年間で50.4 % の収益を上げたNA Banks業界を下回りました。リターン対市場: CGP過去 1 年間で18.3 % の収益を上げたNA市場を上回りました。価格変動Is CGP's price volatile compared to industry and market?CGP volatilityCGP Average Weekly Movement1.9%Banks Industry Average Movement4.5%Market Average Movement5.3%10% most volatile stocks in NA Market9.8%10% least volatile stocks in NA Market2.5%安定した株価: CGP 、 NA市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 過去 1 年間のCGPのボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト1982n/aDavid Nuyomawww.capricorn.com.na投資持株会社のカプリコン・グループ・リミテッドは、ナミビア、ボツワナ、ザンビアで銀行業、マイクロレンディング、関連事業に従事。同社の商品・サービスには、貯蓄、投資、ローン、クレジット、預金などがある。また、アドバイザリー、資産運用、外国為替関連金融、保険商品も提供している。さらに、融資、資産管理、資産運用、信託管理サービスを提供するほか、不動産開発・評価サービスの提供、決済の円滑化も行っている。さらに、資本再編、合併、買収、デューデリジェンス、リストラクチャリング・サービスも提供している。旧社名はカプリコーン・インベストメント・グループ・リミテッドで、2020年5月に社名をカプリコーン・グループ・リミテッドに変更した。カプリコン・グループ・リミテッドは1982年に設立され、ナミビアのウィントフックに拠点を置く。もっと見るCapricorn Group Limited 基礎のまとめCapricorn Group の収益と売上を時価総額と比較するとどうか。CGP 基礎統計学時価総額R14.25b収益（TTM）R1.71b売上高(TTM)R5.49b8.3xPER（株価収益率1.3xPBR（株価純資産倍率CGP は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計CGP 損益計算書（TTM）収益N$5.49b売上原価N$0売上総利益N$5.49bその他の費用N$3.77b収益N$1.71b直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）3.37グロス・マージン100.00%純利益率31.23%有利子負債／自己資本比率48.8%CGP の長期的なパフォーマンスは？過去の実績と比較を見る配当金4.8%現在の配当利回り39%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 03:29終値2026/05/19 00:00収益2025/12/31年間収益2025/06/30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Capricorn Group Limited 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Zane FerisIJG Securities (Pty) Ltd
Board Change • May 21Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 5 independent directors. 7 non-independent directors. Lead Independent Director Daniel Kali was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Sep 22Capricorn Group Limited, Annual General Meeting, Nov 05, 2025Capricorn Group Limited, Annual General Meeting, Nov 05, 2025. Location: the boardroom on the sixth floor, capricorn group building, kasino street, windhoek Namibia
お知らせ • Nov 22Capricorn Group Limited Appoints Johan Maass as Executive DirectorCapricorn Group announced the appointment of Mr. Johan Maass as an executive director of Capricorn Group in the role of Group Financial Director, effective 22 November 2024. Regulatory approval for his appointment has been obtained. Mr. Maass was the Group Chief Financial Officer (Group CFO) of Capricorn Group since 1 July 2022. The Board would like to congratulate Mr. Maass on his appointment and wish him all the best in his new role.
お知らせ • Oct 07Capricorn Group Limited, Annual General Meeting, Oct 30, 2024Capricorn Group Limited, Annual General Meeting, Oct 30, 2024. Location: the boardroom on the sixth floor, capricorn group building, kasino street, windhoek Namibia
Recent Insider Transactions Derivative • Sep 20Non-Executive Director exercised options to buy R1.7m worth of stock.On the 17th of September, Marthinus Prinsloo exercised options to buy 85k shares at a strike price of around R19.42, costing a total of R1.7m. This transaction amounted to 3.5% of their direct individual holding at the time of the trade. Since June 2024, Marthinus' direct individual holding has increased from 2.42m shares to 2.51m. Company insiders have collectively bought R360k more than they sold, via options and on-market transactions, in the last 12 months.
Declared Dividend • Sep 15Final dividend of N$0.64 announcedShareholders will receive a dividend of N$0.64. Ex-date: 30th September 2024 Payment date: 18th October 2024 Dividend yield will be 5.7%, which is higher than the industry average of 4.8%. Sustainability & Growth The dividend has increased by an average of 9.0% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 12% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Board Change • May 21Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 5 independent directors. 7 non-independent directors. Lead Independent Director Daniel Kali was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Sep 22Capricorn Group Limited, Annual General Meeting, Nov 05, 2025Capricorn Group Limited, Annual General Meeting, Nov 05, 2025. Location: the boardroom on the sixth floor, capricorn group building, kasino street, windhoek Namibia
お知らせ • Nov 22Capricorn Group Limited Appoints Johan Maass as Executive DirectorCapricorn Group announced the appointment of Mr. Johan Maass as an executive director of Capricorn Group in the role of Group Financial Director, effective 22 November 2024. Regulatory approval for his appointment has been obtained. Mr. Maass was the Group Chief Financial Officer (Group CFO) of Capricorn Group since 1 July 2022. The Board would like to congratulate Mr. Maass on his appointment and wish him all the best in his new role.
お知らせ • Oct 07Capricorn Group Limited, Annual General Meeting, Oct 30, 2024Capricorn Group Limited, Annual General Meeting, Oct 30, 2024. Location: the boardroom on the sixth floor, capricorn group building, kasino street, windhoek Namibia
Recent Insider Transactions Derivative • Sep 20Non-Executive Director exercised options to buy R1.7m worth of stock.On the 17th of September, Marthinus Prinsloo exercised options to buy 85k shares at a strike price of around R19.42, costing a total of R1.7m. This transaction amounted to 3.5% of their direct individual holding at the time of the trade. Since June 2024, Marthinus' direct individual holding has increased from 2.42m shares to 2.51m. Company insiders have collectively bought R360k more than they sold, via options and on-market transactions, in the last 12 months.
Declared Dividend • Sep 15Final dividend of N$0.64 announcedShareholders will receive a dividend of N$0.64. Ex-date: 30th September 2024 Payment date: 18th October 2024 Dividend yield will be 5.7%, which is higher than the industry average of 4.8%. Sustainability & Growth The dividend has increased by an average of 9.0% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 12% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Sep 14Full year 2024 earnings released: EPS: N$3.20 (vs N$2.70 in FY 2023)Full year 2024 results: EPS: N$3.20 (up from N$2.70 in FY 2023). Revenue: N$4.90b (up 12% from FY 2023). Net income: N$1.62b (up 18% from FY 2023). Profit margin: 33% (up from 31% in FY 2023). The increase in margin was driven by higher revenue. 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 15% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 12Capricorn Group Limited Declares Final Dividend for the Year Ended 30 June 2024, Payable on 18 October 2024Capricorn Group Limited declared a final dividend of 64 cents per ordinary share. Including the interim dividend of 48 cents per ordinary share, this represents a total dividend of 112 cents per ordinary share (2023: 100 cents). This is a 12.0% increase on the total dividend per share for 2023. The Group continues to balance offering attractive returns for shareholders with retaining capital to drive growth and diversification. Last day to trade cum dividend is 27 September 2024. First day to trade ex-dividend is 30 September 2024. Record date is 4 October 2024 and Payment date is 18 October 2024.
お知らせ • Aug 28Capricorn Group Limited to Report Fiscal Year 2024 Results on Sep 12, 2024Capricorn Group Limited announced that they will report fiscal year 2024 results on Sep 12, 2024
Recent Insider Transactions • Jul 02Non-Executive Director recently sold R1.3m worth of stockOn the 28th of June, Marthinus Prinsloo sold around 67k shares on-market at roughly R19.30 per share. This transaction amounted to 2.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
お知らせ • Mar 16Capricorn Group Limited Announces Board ChangesCapricorn Group announced the appointment of Mr. David Nuyoma as a non-executive director of Bank Windhoek Limited ("Bank Windhoek") with effect from 13 March 2024. Regulatory approval for his appointment has been obtained. On the same date, Mr. Thinus Prinsloo retired from the board of Bank Windhoek. As recently announced, Mr. Nuyoma was appointed as Group CEO and executive director of Capricorn Group with effect from 1 March 2024, while Mr. Prinsloo's role on the board of Capricorn Group changed to that of a non-executive director.
Upcoming Dividend • Mar 08Upcoming dividend of N$0.48 per shareEligible shareholders must have bought the stock before 15 March 2024. Payment date: 05 April 2024. Payout ratio is a comfortable 39% but the company is paying out more than the cash it is generating. Trailing yield: 5.6%. Lower than top quartile of Namibian dividend payers (11%). In line with average of industry peers (5.4%).
Declared Dividend • Mar 04First half dividend of N$0.48 announcedShareholders will receive a dividend of N$0.48. Ex-date: 15th March 2024 Payment date: 5th April 2024 Dividend yield will be 6.3%, which is higher than the industry average of 4.8%. Sustainability & Growth The dividend has increased by an average of 8.1% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 9.1% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 08Capricorn Group Limited Announces Changes to the BoardCapricorn Group Limited announced the retirement of Mr. Jacobus Christiaan (Koos) Brandt as non-executive director from the board of directors effective 2 February 2024. Mr. Koos Brandt, one of the founders of Capricorn Group, served on the board since the company's establishment in 1996 and was its chairperson until 2017. He continues to serve as a non-executive director on the board of Bank Windhoek Limited, a wholly owned subsidiary of Capricorn Group. Capricorn Group announced the appointment of Mr. Jacobus Wynand (Cobus) Brandt as non-executive director, effective 2 February 2024, in line with the board succession plan. Mr. Cobus Brandt has been the alternate non-executive director of Mr. Koos Brandt since 2016 and a non-executive director of Capricorn Investment Holdings Ltd. (CIH) since 2018. He holds a Bachelor of Commerce with specialisation in Management Accounting from the University of South Africa and has substantial experience in the financial and agricultural sectors.
お知らせ • Nov 17Capricorn Group Limited Appoints David Nuyoma as the Group CEOThe Capricorn Group Board has approved the appointment of Mr. David Nuyoma as the Group CEO Designate with effect from 1 January 2024, and as substantive Group CEO with effect from 1 March 2024, subject to regulatory approval. Mr. Nuyoma is an experienced and accomplished executive leader with a successful track record as CEO of the Government Institutions Pension Fund until recently and before that as CEO of the Development Bank of Namibia. As part of the process for a smooth leadership transition, Mr. Prinsloo has agreed to remain in his current position as Group CEO until 29 February 2024, during which time he will hand over responsibilities to Mr. Nuyoma.
お知らせ • Oct 06Capricorn Group Limited, Annual General Meeting, Oct 25, 2023Capricorn Group Limited, Annual General Meeting, Oct 25, 2023.
Upcoming Dividend • Sep 25Upcoming dividend of N$0.61 per share at 6.1% yieldEligible shareholders must have bought the stock before 02 October 2023. Payment date: 20 October 2023. Payout ratio is a comfortable 37% but the company is not cash flow positive. Trailing yield: 6.1%. Lower than top quartile of Namibian dividend payers (12%). In line with average of industry peers (5.7%).
Reported Earnings • Sep 17Full year 2023 earnings released: EPS: N$2.70 (vs N$2.05 in FY 2022)Full year 2023 results: EPS: N$2.70 (up from N$2.05 in FY 2022). Revenue: N$4.37b (up 20% from FY 2022). Net income: N$1.37b (up 31% from FY 2022). Profit margin: 31% (up from 29% in FY 2022). The increase in margin was driven by higher revenue. Cost-to-income ratio: 50.8% (down from 51.1% in FY 2022). Non-performing loans: 4.48% (down from 4.75% in FY 2022). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 24+ 1 more updateCapricorn Group Limited Announces Stepdown of Thinus Prinsloo as Group CEOCapricorn Group announced that Mr. Thinus Prinsloo will step down from his position as Group CEO, a position he has held for more than 7 years, to take up a new opportunity at Capricorn Investment Holdings. Mr. Prinsloo will move on from his position as Group CEO and Executive Director when the recruitment process for his successor has been completed. Under the leadership of Mr. Prinsloo, Capricorn Group has delivered a compelling investor proposition backed by solid results year on year. The compound annual growth rate of total assets is 10.1% over the last seven years. Net asset value per share as published at 31 December 2022 was 90% higher than it was on 1 January 2016 when he assumed his role as Group CEO.
お知らせ • Aug 19Capricorn Group Limited Provides Earnings Guidance for the Year Ended 30 June 2023Capricorn Group Limited announced that shareholders are advised that Capricorn Group's profit after tax for the year ended 30 June 2023 is expected to increase by between 24% and 34% over the prior period, while basic earnings per share are expected to increase by between 27% and 37% and headline earnings per share by between 30% and 40% when compared to the prior period. The improved performance is driven by increased net interest income attributable to significantly increased repo rates, loan book growth and prudent cost of funding management during the financial year. Impairment charges are expected to be materially lower than the prior period as a result of pro-active approach to credit risk management coupled with an ease in economic uncertainty when compared to the prior financial year.
Upcoming Dividend • Mar 06Upcoming dividend of N$0.39 per share at 5.7% yieldEligible shareholders must have bought the stock before 13 March 2023. Payment date: 30 March 2023. Payout ratio is a comfortable 35% but the company is not cash flow positive. Trailing yield: 5.7%. Lower than top quartile of Namibian dividend payers (13%). In line with average of industry peers (5.3%).
Upcoming Dividend • Oct 03Upcoming dividend of N$0.40 per shareEligible shareholders must have bought the stock before 10 October 2022. Payment date: 26 October 2022. Payout ratio is a comfortable 35% but the company is not cash flow positive. Trailing yield: 6.3%. Lower than top quartile of Namibian dividend payers (10%). In line with average of industry peers (6.2%).
Reported Earnings • Sep 22Full year 2022 earnings releasedFull year 2022 results: Revenue: N$3.64b (up 11% from FY 2021). Net income: N$1.15b (up 25% from FY 2021). Profit margin: 32% (up from 28% in FY 2021). The increase in margin was driven by higher revenue.
Recent Insider Transactions Derivative • Sep 21Group CEO & Executive Director exercised options to buy R612k worth of stock.On the 14th of September, Marthinus Prinsloo exercised options to buy 57k shares at a strike price of around R10.77, costing a total of R616k. This transaction amounted to 2.4% of their direct individual holding at the time of the trade. Marthinus currently holds less than 1% of total shares outstanding. This was the only transaction from an insider over the last 12 months.
Valuation Update With 7 Day Price Move • Sep 14Investor sentiment improved over the past weekAfter last week's 21% share price gain to R13.00, the stock trades at a trailing P/E ratio of 6.5x. Average trailing P/E is 6x in the Banks industry in Africa. Total loss to shareholders of 9.7% over the past three years.
Valuation Update With 7 Day Price Move • Jul 14Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to R11.01, the stock trades at a trailing P/E ratio of 5.5x. Average trailing P/E is 6x in the Banks industry in Africa. Total loss to shareholders of 22% over the past three years.
お知らせ • Jun 28Capricorn Group Limited Appoints Johan Maass as Chief Financial Officer, Effect from 1 July 2022Capricorn Group Limited informed shareholders that the recruitment process for Group Chief Financial Officer has been successfully concluded and that all the required regulatory approvals have been obtained. With effect from 1 July 2022, Johan Maass, the current Group Financial Manager, will be appointed in the role of Group Chief Financial Officer. Johan is a Chartered Accountant by profession, with a B.Com Hons in Chartered Accountancy. He started his career in 2010 at PwC Namibia and was promoted to Senior Audit Manager in 2015, a position he held until joining Capricorn Group on 1 April 2018. During 2019, he completed the Group's Senior Management Development Programme presented by the University of Stellenbosch. Since joining the Capricorn Group, Johan reported to the previous Financial Director. Johan has led the Group's financial reporting for the last 3 years, including playing an integral role in the production of the integrated report. The financial director role will not be filled at this point in time.
Upcoming Dividend • Mar 07Upcoming dividend of N$0.32 per shareEligible shareholders must have bought the stock before 14 March 2022. Payment date: 30 March 2022. Payout ratio is a comfortable 34% but the company is not cash flow positive. Trailing yield: 4.6%. Lower than top quartile of Namibian dividend payers (9.7%). Higher than average of industry peers (4.0%).
お知らせ • Feb 26Capricorn Group Limited Announces Interim Dividend for the Period Ended December 31, 2021, Payable on March 30, 2022Capricorn Group Limited announced on 23 February 2022 an interim dividend of 32 cents per ordinary share was declared for the period ended 31 December 2021, payable on 30 March 2022. The last day to trade shares on a cum dividend basis is on 11 March 2022, the first day to trade ex dividend is 14 March 2022 and the record date is 18 March 2022. The interim dividend has not been recognised as a liability in the condensed consolidated interim financial statements.
Valuation Update With 7 Day Price Move • Feb 25Investor sentiment improved over the past weekAfter last week's 16% share price gain to R12.87, the stock trades at a trailing P/E ratio of 7.2x. Average forward P/E is 5x in the Banks industry in Africa. Total loss to shareholders of 7.5% over the past three years.
Upcoming Dividend • Sep 28Upcoming dividend of N$0.38 per shareEligible shareholders must have bought the stock before 04 October 2021. Payment date: 22 October 2021. Trailing yield: 3.9%. Lower than top quartile of Namibian dividend payers (7.6%). In line with average of industry peers (4.1%).
Valuation Update With 7 Day Price Move • Mar 05Investor sentiment improved over the past weekAfter last week's 26% share price gain to N$12.80, the stock is trading at a trailing P/E ratio of 8.3x, up from the previous P/E ratio of 6.5x. This compares to an average P/E of 6x in the Banks industry in Africa. Total return to shareholders over the past three years is a loss of 22%.
Valuation Update With 7 Day Price Move • Feb 10Investor sentiment deteriorated over the past weekAfter last week's 23% share price decline to N$10.00, the stock is trading at a trailing P/E ratio of 5.6x, down from the previous P/E ratio of 7.2x. This compares to an average P/E of 6x in the Banks industry in Africa. Total return to shareholders over the past three years is a loss of 38%.
Is New 90 Day High Low • Feb 05New 90-day low: R12.83The company is down 1.0% from its price of R12.99 on 06 November 2020. The Namibian market is down 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Banks industry, which is up 11% over the same period.
Is New 90 Day High Low • Dec 17New 90-day low: R12.97The company is down 1.0% from its price of R13.05 on 18 September 2020. The Namibian market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Banks industry, which is up 17% over the same period.
