View ValuationIntegratel PerúA 将来の成長Future 基準チェック /06現在、 Integratel PerúA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Telecom 収益成長20.3%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesBoard Change • May 05Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Director Jose del Rey Osorio was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Mar 06Integratel Perú S.A.A., Annual General Meeting, Mar 31, 2026Integratel Perú S.A.A., Annual General Meeting, Mar 31, 2026, at 08:30 SA Pacific Standard Time. Location: jiron domingo martinez lujan, no 1130 surquillo, lima PeruNew Risk • Feb 25New major risk - Negative shareholders equityThe company has negative equity. Total equity: -S/676m This is considered a major risk. Being in negative equity means that the company's liabilities exceed its assets, meaning it owes more to creditors than it has in owned assets. While this doesn't mean the company is about to collapse, in the long-term, this is unsustainable. The company may have issues meeting financial obligations, is at risk of becoming insolvent and may have difficulty raising capital, especially more debt, if needed. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (21% average weekly change). Negative equity (-S/676m). Earnings have declined by 21% per year over the past 5 years. Shareholders have been substantially diluted in the past year (294% increase in shares outstanding).Board Change • Feb 03Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Director Jose del Rey Osorio was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Dec 24Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Director Jose del Rey Osorio was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Nov 28Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Director Jose del Rey Osorio was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 16Integra Tec International Inc. acquired 99.30% stake in Telefónica del Perú S.A.A. (BVL:TELEFBC1) from Telefónica Hispanoamerica S.A.Integra Tec International Inc. acquired 99.30% stake in Telefónica del Perú S.A.A. (BVL:TELEFBC1) from Telefónica Hispanoamerica S.A. on April 13, 2025. The purchase and sale price for the shares and the Credit approximately amounts PEN 3.7 million (approximately, €0.900 million) that it has been established considering the situation of Telefónica del Perú and the context of the agreement reached. In addition, as a part of and within the framework of the same transaction, Telefónica Hispam has sold to the buyer the financial credit against Telefónica del Perú from the credit facility agreement dated February 14, 2025 mentioned in the communication of Other Relevant Information. As provided in the agreement, both parties have committed to maintain available the full amount of the undrawn Credit in favor of Telefónica del Perú, with disbursement to be made partly by Telefónica Hispam and partly by Integra. Integra has committed to launch a public tender offer for shares to all minority shareholders of Telefónica del Perú, holding approximately 0.7% of its share capital, in accordance with Peruvian securities market regulations. This transaction is part of the Telefónica Group ’s asset portfolio management policy and is aligned with its strategy of gradually reduce exposure to Hispanoamérica. Integra Tec International Inc. completed the acquisition of 99.30% stake in Telefónica del Perú S.A.A. (BVL:TELEFBC1) from Telefónica Hispanoamerica S.A. on April 13, 2025.Reported Earnings • Feb 17Full year 2024 earnings released: S/0.75 loss per share (vs S/0.16 loss in FY 2023)Full year 2024 results: S/0.75 loss per share (further deteriorated from S/0.16 loss in FY 2023). Revenue: S/6.02b (down 7.0% from FY 2023). Net loss: S/3.39b (loss widened 453% from FY 2023). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.New Risk • Nov 04New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 21% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-S/1.1b free cash flow). Negative equity (-S/732m). Earnings have declined by 9.9% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (21% increase in shares outstanding).Reported Earnings • Oct 31Third quarter 2024 earnings released: S/0.45 loss per share (vs S/0.051 loss in 3Q 2023)Third quarter 2024 results: S/0.45 loss per share (further deteriorated from S/0.051 loss in 3Q 2023). Revenue: S/1.48b (down 9.8% from 3Q 2023). Net loss: S/1.95b (loss widened S/1.76b from 3Q 2023). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Reported Earnings • Jul 25Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: S/1.53b (down 4.6% from 2Q 2023). Net loss: S/308.1m (loss widened 33% from 2Q 2023).New Risk • Apr 21New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 25% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-S/408m free cash flow). Earnings have declined by 11% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (25% increase in shares outstanding).Reported Earnings • Mar 21Full year 2023 earnings released: S/0.16 loss per share (vs S/0.43 loss in FY 2022)Full year 2023 results: S/0.16 loss per share (improved from S/0.43 loss in FY 2022). Revenue: S/6.48b (down 9.5% from FY 2022). Net loss: S/613.5m (loss narrowed 58% from FY 2022). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.Reported Earnings • Oct 25Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: S/1.64b (down 8.9% from 3Q 2022). Net loss: S/194.3m (loss widened 18% from 3Q 2022).New Risk • Jul 28New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 25% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-S/887m free cash flow). Earnings have declined by 19% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (25% increase in shares outstanding).Reported Earnings • Jul 26Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: S/1.60b (down 10% from 2Q 2022). Net loss: S/231.4m (loss widened 54% from 2Q 2022).お知らせ • Jul 08KKR Global Infrastructure Investors III L.P. managed by KKR & Co. Inc. (NYSE:KKR) agreed to acquire a 54% stake in Peruvian fiber optic network of Telefonica from from Telefónica del Perú S.A.A. (BVL:TELEFBC1) and Entel Perú S.A.KKR Global Infrastructure Investors III L.P. managed by KKR & Co. Inc. (NYSE:KKR) agreed to acquire a 54% stake in Peruvian fiber optic network from Telefónica del Perú S.A.A. (BVL:TELEFBC1) and Entel Perú S.A. on July 7, 2023. Following this transaction, fiber optic network will be owned 54% by KKR, 36% by Telefónica and 10% by Entel. KKR will establish ON*NET Fibra de Perú as the new name for the platform. The transaction is subject to regulatory approvals, including the approval of the Peruvian antitrust agency (INDECOPI).Reported Earnings • Feb 15Full year 2022 earnings released: S/0.43 loss per share (vs S/0.49 loss in FY 2021)Full year 2022 results: S/0.43 loss per share (improved from S/0.49 loss in FY 2021). Revenue: S/7.16b (up 1.5% from FY 2021). Net loss: S/1.45b (loss narrowed 11% from FY 2021). Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 24% per year.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 2 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Gonzalo Hinojosa Fernandez de Angulo was the last independent director to join the board, commencing their role in 2012. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Oct 21Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: S/1.81b (down 1.7% from 3Q 2021). Net loss: S/164.9m (loss widened 4.7% from 3Q 2021).Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 2 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Gonzalo Hinojosa Fernandez de Angulo was the last independent director to join the board, commencing their role in 2012. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Mar 10Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: S/0.49 loss per share (down from S/0.21 loss in FY 2020). Revenue: S/7.05b (up 7.2% from FY 2020). Net loss: S/1.63b (loss widened 134% from FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Reported Earnings • Oct 31Third quarter 2021 earnings releasedThe company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: S/1.84b (up 12% from 3Q 2020). Net loss: S/157.5m (loss narrowed 6.4% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 8% per year.Reported Earnings • Jul 24Second quarter 2021 earnings releasedThe company reported a soft second quarter result with increased losses and weaker control over costs, although revenues improved. Second quarter 2021 results: Revenue: S/1.73b (up 16% from 2Q 2020). Net loss: S/1.17b (loss widened S/982.7m from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 13% per year.お知らせ • Jun 06Movilway Peru S.A.C. acquired remaining 40% stake in Red Digital del Perú S.A.C. from Telefónica del Perú S.A.A. (BVL:TELEFBC1) recently.Movilway Peru S.A.C. acquired remaining 40% stake in Red Digital del Perú S.A.C. from Telefónica del Perú S.A.A. (BVL:TELEFBC1) recently.Reported Earnings • Feb 18Full year 2020 earnings released: S/0.21 loss per share (vs S/0.34 loss in FY 2019)The company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2020 results: Revenue: S/6.58b (down 17% from FY 2019). Net loss: S/695.2m (loss narrowed 39% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Dec 12New 90-day low: S/1.08The company is down 18% from its price of S/1.31 on 11 September 2020. The Peruvian market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 2.0% over the same period.Reported Earnings • Oct 23Third quarter earnings releasedOver the last 12 months the company has reported total losses of S/655.0m, with losses narrowing by 44% from the prior year. Total revenue was S/6.78b over the last 12 months, down 16% from the prior year.Is New 90 Day High Low • Oct 16New 90-day low: S/1.28The company is down 15% from its price of S/1.50 on 17 July 2020. The Peruvian market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is flat over the same period. 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、Integratel PerúA 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BVL:INTPEBC1 - アナリストの将来予測と過去の財務データ ( )PEN Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/20265,029-1,57750454N/A12/31/20255,262-1,730-46277N/A9/30/20255,514-1,365-827-204N/A6/30/20255,721-3,145-1,037-430N/A3/31/20255,925-3,417-1,916-1,246N/A12/31/20246,020-3,392-1,642-967N/A9/30/20246,127-2,815-1,131-536N/A6/30/20246,289-1,055-1,243-612N/A3/31/20246,362-979-224451N/A12/31/20236,476-613-408247N/A9/30/20236,670-1,274-1,084-416N/A6/30/20236,832-1,245-887-264N/A3/31/20237,018-1,164-694-158N/A12/31/20227,156-1,455-248244N/A9/30/20227,205-1,119-183377N/A6/30/20227,236-1,112-101521N/A3/31/20227,177-2,132-179505N/A12/31/20217,049-1,626-114628N/A9/30/20216,882-1,2146071,283N/A6/30/20216,684-1,2259901,602N/A3/31/20216,443-2439721,622N/A12/31/20206,577-6952001,014N/A9/30/20206,780-655-81854N/A6/30/20207,174-804-775366N/A3/31/20207,691-1,230-709499N/A12/31/20197,880-1,137N/A553N/A9/30/20198,041-1,166N/A880N/A6/30/20198,044-953N/A705N/A3/31/20198,064-368N/A537N/A12/31/20188,102-410N/A881N/A9/30/20188,199-450N/A1,032N/A6/30/20188,247-407N/A1,328N/A3/31/20188,287-441N/A1,700N/A12/31/20178,441-360N/A1,622N/A9/30/20178,359-41N/A1,740N/A6/30/20178,593273N/A1,957N/A3/31/20178,858577N/A1,930N/A12/31/20169,081911N/A2,327N/A9/30/20169,2521,077N/A2,309N/A6/30/20169,4221,108N/A2,514N/A3/31/20169,464-454N/A2,755N/A12/31/20159,473-499N/A2,601N/A9/30/20159,505-762N/A2,565N/A6/30/20159,454-681N/A2,553N/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: INTPEBC1の予測収益成長が 貯蓄率 ( 6.7% ) 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: INTPEBC1の収益がPE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: INTPEBC1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: INTPEBC1の収益がPE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: INTPEBC1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: INTPEBC1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7D1Y7D1Y7D1YTelecom 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2026/05/21 23:24終値2026/05/20 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Integratel Perú S.A.A. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
Board Change • May 05Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Director Jose del Rey Osorio was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 06Integratel Perú S.A.A., Annual General Meeting, Mar 31, 2026Integratel Perú S.A.A., Annual General Meeting, Mar 31, 2026, at 08:30 SA Pacific Standard Time. Location: jiron domingo martinez lujan, no 1130 surquillo, lima Peru
New Risk • Feb 25New major risk - Negative shareholders equityThe company has negative equity. Total equity: -S/676m This is considered a major risk. Being in negative equity means that the company's liabilities exceed its assets, meaning it owes more to creditors than it has in owned assets. While this doesn't mean the company is about to collapse, in the long-term, this is unsustainable. The company may have issues meeting financial obligations, is at risk of becoming insolvent and may have difficulty raising capital, especially more debt, if needed. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (21% average weekly change). Negative equity (-S/676m). Earnings have declined by 21% per year over the past 5 years. Shareholders have been substantially diluted in the past year (294% increase in shares outstanding).
Board Change • Feb 03Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Director Jose del Rey Osorio was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Dec 24Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Director Jose del Rey Osorio was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Nov 28Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Director Jose del Rey Osorio was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 16Integra Tec International Inc. acquired 99.30% stake in Telefónica del Perú S.A.A. (BVL:TELEFBC1) from Telefónica Hispanoamerica S.A.Integra Tec International Inc. acquired 99.30% stake in Telefónica del Perú S.A.A. (BVL:TELEFBC1) from Telefónica Hispanoamerica S.A. on April 13, 2025. The purchase and sale price for the shares and the Credit approximately amounts PEN 3.7 million (approximately, €0.900 million) that it has been established considering the situation of Telefónica del Perú and the context of the agreement reached. In addition, as a part of and within the framework of the same transaction, Telefónica Hispam has sold to the buyer the financial credit against Telefónica del Perú from the credit facility agreement dated February 14, 2025 mentioned in the communication of Other Relevant Information. As provided in the agreement, both parties have committed to maintain available the full amount of the undrawn Credit in favor of Telefónica del Perú, with disbursement to be made partly by Telefónica Hispam and partly by Integra. Integra has committed to launch a public tender offer for shares to all minority shareholders of Telefónica del Perú, holding approximately 0.7% of its share capital, in accordance with Peruvian securities market regulations. This transaction is part of the Telefónica Group ’s asset portfolio management policy and is aligned with its strategy of gradually reduce exposure to Hispanoamérica. Integra Tec International Inc. completed the acquisition of 99.30% stake in Telefónica del Perú S.A.A. (BVL:TELEFBC1) from Telefónica Hispanoamerica S.A. on April 13, 2025.
Reported Earnings • Feb 17Full year 2024 earnings released: S/0.75 loss per share (vs S/0.16 loss in FY 2023)Full year 2024 results: S/0.75 loss per share (further deteriorated from S/0.16 loss in FY 2023). Revenue: S/6.02b (down 7.0% from FY 2023). Net loss: S/3.39b (loss widened 453% from FY 2023). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.
New Risk • Nov 04New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 21% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-S/1.1b free cash flow). Negative equity (-S/732m). Earnings have declined by 9.9% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (21% increase in shares outstanding).
Reported Earnings • Oct 31Third quarter 2024 earnings released: S/0.45 loss per share (vs S/0.051 loss in 3Q 2023)Third quarter 2024 results: S/0.45 loss per share (further deteriorated from S/0.051 loss in 3Q 2023). Revenue: S/1.48b (down 9.8% from 3Q 2023). Net loss: S/1.95b (loss widened S/1.76b from 3Q 2023). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Reported Earnings • Jul 25Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: S/1.53b (down 4.6% from 2Q 2023). Net loss: S/308.1m (loss widened 33% from 2Q 2023).
New Risk • Apr 21New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 25% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-S/408m free cash flow). Earnings have declined by 11% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (25% increase in shares outstanding).
Reported Earnings • Mar 21Full year 2023 earnings released: S/0.16 loss per share (vs S/0.43 loss in FY 2022)Full year 2023 results: S/0.16 loss per share (improved from S/0.43 loss in FY 2022). Revenue: S/6.48b (down 9.5% from FY 2022). Net loss: S/613.5m (loss narrowed 58% from FY 2022). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Oct 25Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: S/1.64b (down 8.9% from 3Q 2022). Net loss: S/194.3m (loss widened 18% from 3Q 2022).
New Risk • Jul 28New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 25% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-S/887m free cash flow). Earnings have declined by 19% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (25% increase in shares outstanding).
Reported Earnings • Jul 26Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: S/1.60b (down 10% from 2Q 2022). Net loss: S/231.4m (loss widened 54% from 2Q 2022).
お知らせ • Jul 08KKR Global Infrastructure Investors III L.P. managed by KKR & Co. Inc. (NYSE:KKR) agreed to acquire a 54% stake in Peruvian fiber optic network of Telefonica from from Telefónica del Perú S.A.A. (BVL:TELEFBC1) and Entel Perú S.A.KKR Global Infrastructure Investors III L.P. managed by KKR & Co. Inc. (NYSE:KKR) agreed to acquire a 54% stake in Peruvian fiber optic network from Telefónica del Perú S.A.A. (BVL:TELEFBC1) and Entel Perú S.A. on July 7, 2023. Following this transaction, fiber optic network will be owned 54% by KKR, 36% by Telefónica and 10% by Entel. KKR will establish ON*NET Fibra de Perú as the new name for the platform. The transaction is subject to regulatory approvals, including the approval of the Peruvian antitrust agency (INDECOPI).
Reported Earnings • Feb 15Full year 2022 earnings released: S/0.43 loss per share (vs S/0.49 loss in FY 2021)Full year 2022 results: S/0.43 loss per share (improved from S/0.49 loss in FY 2021). Revenue: S/7.16b (up 1.5% from FY 2021). Net loss: S/1.45b (loss narrowed 11% from FY 2021). Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 24% per year.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 2 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Gonzalo Hinojosa Fernandez de Angulo was the last independent director to join the board, commencing their role in 2012. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Oct 21Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: S/1.81b (down 1.7% from 3Q 2021). Net loss: S/164.9m (loss widened 4.7% from 3Q 2021).
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 2 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Gonzalo Hinojosa Fernandez de Angulo was the last independent director to join the board, commencing their role in 2012. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Mar 10Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: S/0.49 loss per share (down from S/0.21 loss in FY 2020). Revenue: S/7.05b (up 7.2% from FY 2020). Net loss: S/1.63b (loss widened 134% from FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Reported Earnings • Oct 31Third quarter 2021 earnings releasedThe company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: S/1.84b (up 12% from 3Q 2020). Net loss: S/157.5m (loss narrowed 6.4% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 8% per year.
Reported Earnings • Jul 24Second quarter 2021 earnings releasedThe company reported a soft second quarter result with increased losses and weaker control over costs, although revenues improved. Second quarter 2021 results: Revenue: S/1.73b (up 16% from 2Q 2020). Net loss: S/1.17b (loss widened S/982.7m from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 13% per year.
お知らせ • Jun 06Movilway Peru S.A.C. acquired remaining 40% stake in Red Digital del Perú S.A.C. from Telefónica del Perú S.A.A. (BVL:TELEFBC1) recently.Movilway Peru S.A.C. acquired remaining 40% stake in Red Digital del Perú S.A.C. from Telefónica del Perú S.A.A. (BVL:TELEFBC1) recently.
Reported Earnings • Feb 18Full year 2020 earnings released: S/0.21 loss per share (vs S/0.34 loss in FY 2019)The company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2020 results: Revenue: S/6.58b (down 17% from FY 2019). Net loss: S/695.2m (loss narrowed 39% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Dec 12New 90-day low: S/1.08The company is down 18% from its price of S/1.31 on 11 September 2020. The Peruvian market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 2.0% over the same period.
Reported Earnings • Oct 23Third quarter earnings releasedOver the last 12 months the company has reported total losses of S/655.0m, with losses narrowing by 44% from the prior year. Total revenue was S/6.78b over the last 12 months, down 16% from the prior year.
Is New 90 Day High Low • Oct 16New 90-day low: S/1.28The company is down 15% from its price of S/1.50 on 17 July 2020. The Peruvian market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is flat over the same period.