View ValuationPakistan Hotels Developers 将来の成長Future 基準チェック /06現在、 Pakistan Hotels Developers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Hospitality 収益成長27.6%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 updatesお知らせ • Mar 11Pakistan Hotels Developers Limited, Annual General Meeting, Mar 31, 2026Pakistan Hotels Developers Limited, Annual General Meeting, Mar 31, 2026. Location: at ramada plaza karachi, star avenue, terminal -1, jinnah international airport, karachi PakistanReported Earnings • Oct 11Full year 2024 earnings released: EPS: PK₨24.83 (vs PK₨2.45 in FY 2023)Full year 2024 results: EPS: PK₨24.83 (up from PK₨2.45 in FY 2023). Revenue: PK₨728.5m (up 30% from FY 2023). Net income: PK₨446.9m (up PK₨402.7m from FY 2023). Profit margin: 61% (up from 7.9% in FY 2023). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has fallen by 37% per year, which means it is significantly lagging earnings.お知らせ • Oct 10Pakistan Hotels Developers Limited, Annual General Meeting, Oct 28, 2024Pakistan Hotels Developers Limited, Annual General Meeting, Oct 28, 2024. Location: at zvmg rangoonwala community centre, dhoraji colony, karachi PakistanValuation Update With 7 Day Price Move • Oct 09Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to PK₨45.77, the stock trades at a trailing P/E ratio of 4.8x. Average trailing P/E is 22x in the Hospitality industry in Asia. Total loss to shareholders of 65% over the past three years.Valuation Update With 7 Day Price Move • Sep 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to PK₨50.45, the stock trades at a trailing P/E ratio of 5.3x. Average trailing P/E is 22x in the Hospitality industry in Asia. Total loss to shareholders of 51% over the past three years.Buy Or Sell Opportunity • Aug 16Now 21% overvaluedOver the last 90 days, the stock has fallen 92% to PK₨33.76. The fair value is estimated to be PK₨27.95, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Meanwhile, the company has become profitable.Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improves as stock rises 33%After last week's 33% share price gain to PK₨28.06, the stock trades at a trailing P/E ratio of 2.9x. Average trailing P/E is 21x in the Hospitality industry in Asia. Total loss to shareholders of 72% over the past three years.New Risk • Jul 12New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: PK₨18.2m (US$65.3k) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (30% average weekly change). Market cap is less than US$10m (PK₨18.2m market cap, or US$65.3k). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Revenue is less than US$5m (PK₨696m revenue, or US$2.5m).Buy Or Sell Opportunity • Jul 12Now 93% undervalued after recent price dropOver the last 90 days, the stock has fallen 100% to PK₨1.01. The fair value is estimated to be PK₨15.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Meanwhile, the company has become profitable.Valuation Update With 7 Day Price Move • Jun 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to PK₨502, the stock trades at a trailing P/E ratio of 52.7x. Average trailing P/E is 23x in the Hospitality industry in Asia. Total returns to shareholders of 420% over the past three years.Reported Earnings • May 02Third quarter 2024 earnings released: EPS: PK₨4.74 (vs PK₨0.85 in 3Q 2023)Third quarter 2024 results: EPS: PK₨4.74 (up from PK₨0.85 in 3Q 2023). Revenue: PK₨195.3m (up 37% from 3Q 2023). Net income: PK₨85.4m (up 455% from 3Q 2023). Profit margin: 44% (up from 11% in 3Q 2023). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 69% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 02Second quarter 2024 earnings released: EPS: PK₨3.91 (vs PK₨2.11 in 2Q 2023)Second quarter 2024 results: EPS: PK₨3.91 (up from PK₨2.11 in 2Q 2023). Revenue: PK₨221.0m (up 19% from 2Q 2023). Net income: PK₨70.4m (up 85% from 2Q 2023). Profit margin: 32% (up from 20% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has only increased by 68% per year, which means it is significantly lagging earnings growth.Declared Dividend • Feb 28Dividend of PK₨3.00 announcedShareholders will receive a dividend of PK₨3.00. Ex-date: 29th February 2024 Payment date: 25th March 2024 Dividend yield will be 1.6%, which is lower than the industry average of 2.1%. Payout Ratios Payout ratio: 52%. Cash payout ratio: 232%.お知らせ • Nov 22Pakistan Hotels Developers Limited Announces Chief Financial Officer ChangesPakistan Hotels Developers Limited has undergone a significant change in its executive team. The company has informed the Pakistan Stock Exchange Limited that Mr. Syed Haseen Anwer, the Chief Financial Officer, has resigned from his position effective November 15, 2023. Subsequently, Mr. M. Taha Ali Khan has been appointed as the new Chief Financial Officer of the company. This transition marks a notable change in the financial leadership of Pakistan Hotels Developers Limited. Mr. Syed Haseen Anwer's resignation brings to a close his tenure with the company, during which he contributed to its financial management and strategy. Mr. M. Taha Ali Khan's appointment as the new Chief Financial Officer is a significant step for the company. His new role will involve overseeing the financial operations and strategy of Pakistan Hotels Developers Limited, ensuring that the company continues to maintain its financial health and sustainability. The change in the CFO position is an important development for stakeholders, including TRE Certificate Holders of the Exchange, as it could influence the company's financial strategies and operations. The appointment of Mr. Khan is expected to bring new perspectives and strategies to the company's financial management.お知らせ • Nov 21Pakistan Hotels Developers Limited Announces Management ChangesPakistan Hotels Developers Limited has officially announced a change in its executive team. The company has appointed Mr. Masood Anwer as the new Company Secretary, effective from April 15, 2023. This appointment follows the departure of Mr. M. Taha Ali Khan from the position. The announcement, conveyed to the Pakistan Stock Exchange Limited, marks a significant transition in the company's administrative leadership. Mr. Masood Anwer's appointment is expected to bring fresh perspectives and leadership skills to the role, contributing to the company's strategic and operational objectives. The change in the company secretary position is a notable development for stakeholders, as the company secretary plays a crucial role in ensuring regulatory compliance and effective governance within a publicly listed company. The role often involves overseeing legal and regulatory matters, communication with shareholders, and ensuring that the board's decisions are implemented.Reported Earnings • Oct 12Full year 2023 earnings released: EPS: PK₨2.45 (vs PK₨2.66 in FY 2022)Full year 2023 results: EPS: PK₨2.45 (down from PK₨2.66 in FY 2022). Revenue: PK₨559.0m (up 20% from FY 2022). Net income: PK₨44.1m (down 7.7% from FY 2022). Profit margin: 7.9% (down from 10% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 65% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 03Third quarter 2023 earnings released: EPS: PK₨0.85 (vs PK₨1.94 in 3Q 2022)Third quarter 2023 results: EPS: PK₨0.85 (down from PK₨1.94 in 3Q 2022). Revenue: PK₨142.6m (down 6.0% from 3Q 2022). Net income: PK₨15.4m (down 56% from 3Q 2022). Profit margin: 11% (down from 23% in 3Q 2022). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Board Change • May 03Less 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. 5 non-independent directors. Independent Director Qazi Saeed was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 25Second quarter 2023 earnings released: EPS: PK₨2.11 (vs PK₨2.95 in 2Q 2022)Second quarter 2023 results: EPS: PK₨2.11 (down from PK₨2.95 in 2Q 2022). Revenue: PK₨186.4m (up 5.3% from 2Q 2022). Net income: PK₨38.0m (down 28% from 2Q 2022). Profit margin: 20% (down from 30% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Board Change • Nov 16Less 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. 5 non-independent directors. Independent Director Qazi Saeed was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 29First quarter 2023 earnings released: PK₨0.44 loss per share (vs PK₨0.79 loss in 1Q 2022)First quarter 2023 results: PK₨0.44 loss per share (improved from PK₨0.79 loss in 1Q 2022). Revenue: PK₨117.5m (up 97% from 1Q 2022). Net loss: PK₨7.92m (loss narrowed 45% from 1Q 2022). Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.Upcoming Dividend • Oct 12Upcoming dividend of PK₨1.50 per shareEligible shareholders must have bought the stock before 19 October 2022. Payment date: 18 November 2022. Payout ratio is on the higher end at 86%, however this is supported by cash flows. Trailing yield: 4.5%. Lower than top quartile of Pakistani dividend payers (12%). Higher than average of industry peers (1.0%).Valuation Update With 7 Day Price Move • Sep 01Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to PK₨94.87, the stock trades at a trailing P/E ratio of 32.5x. Average trailing P/E is 26x in the Hospitality industry in Asia. Total loss to shareholders of 47% over the past three years.Valuation Update With 7 Day Price Move • Aug 18Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to PK₨126, the stock trades at a trailing P/E ratio of 43.2x. Average trailing P/E is 26x in the Hospitality industry in Asia. Total loss to shareholders of 31% over the past three years.Valuation Update With 7 Day Price Move • May 31Investor sentiment improved over the past weekAfter last week's 15% share price gain to PK₨127, the stock trades at a trailing P/E ratio of 43.6x. Average trailing P/E is 28x in the Hospitality industry in Asia. Total loss to shareholders of 4.5% over the past three years.Reported Earnings • May 02Third quarter 2022 earnings released: EPS: PK₨1.94 (vs PK₨0.40 loss in 3Q 2021)Third quarter 2022 results: EPS: PK₨1.94 (up from PK₨0.40 loss in 3Q 2021). Revenue: PK₨151.7m (up 97% from 3Q 2021). Net income: PK₨35.0m (up PK₨42.1m from 3Q 2021). Profit margin: 23% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Board Change • Apr 28Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Jawed Ahmed was the last independent director to join the board, commencing their role in 2018. 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 02Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: PK₨2.95 (up from PK₨0.40 in 2Q 2021). Revenue: PK₨177.1m (up 104% from 2Q 2021). Net income: PK₨53.1m (up PK₨45.9m from 2Q 2021). Profit margin: 30% (up from 8.3% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Feb 28Inaugural dividend of PK₨1.00 per shareEligible shareholders must have bought the stock before 07 March 2022. Payment date: 31 March 2022. The company is not currently making a profit and is not cash flow positive. The company last paid an ordinary dividend in October 2019. The average dividend yield among industry peers is 1.1%.Reported Earnings • Oct 30First quarter 2022 earnings released: PK₨0.79 loss per share (vs PK₨1.44 loss in 1Q 2021)First quarter 2022 results: Net loss: PK₨14.3m (loss narrowed 45% from 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 125 percentage points per year, which is a significant difference in performance.Reported Earnings • Sep 28Full year 2021 earnings released: PK₨2.62 loss per share (vs PK₨0.025 profit in FY 2020)Full year 2021 results: Net loss: PK₨47.2m (down PK₨47.6m from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.Reported Earnings • Sep 28Full year 2021 earnings released: PK₨2.62 loss per share (vs PK₨0.025 profit in FY 2020)Full year 2021 results: Net loss: PK₨47.2m (down PK₨47.6m from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.Reported Earnings • May 03Third quarter 2021 earnings released: PK₨0.40 loss per share (vs PK₨0.06 loss in 3Q 2020)Third quarter 2021 results: Net loss: PK₨7.13m (loss widened PK₨6.03m from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Mar 10New 90-day low: PK₨93.76The company is down 1.0% from its price of PK₨95.00 on 10 December 2020. The Pakistani market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 9.0% over the same period.Reported Earnings • Feb 28Second quarter 2021 earnings released: EPS PK₨0.40 (vs PK₨2.03 in 2Q 2020)Second quarter 2021 results: Net income: PK₨7.20m (down 80% from 2Q 2020). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Dec 23New 90-day high: PK₨117The company is up 14% from its price of PK₨103 on 23 September 2020. The Pakistani market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 8.0% over the same period.Is New 90 Day High Low • Dec 03New 90-day low: PK₨88.00The company is down 22% from its price of PK₨114 on 04 September 2020. The Pakistani market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 6.0% over the same period.Reported Earnings • Oct 29First quarter earnings releasedOver the last 12 months the company has reported total losses of PK₨14.2m, with earnings decreasing by PK₨34.7m from the prior year.Reported Earnings • Oct 07Full year earnings released - EPS PK₨0.02Over the last 12 months the company has reported total profits of PK₨442.0k, down 98% from the prior year. Total revenue was PK₨326.7m over the last 12 months, down 32% from the prior year. Profit margins were 0.1%, which is lower than the 5.8% margin from last year. The decrease in margin was driven by lower revenue.お知らせ • Oct 07+ 1 more updatePakistan Hotels Developers Limited Appoints Mr. Taha Ali Khan as Company SecretaryPakistan Hotels Developers Limited informed Pakistan Stock Exchange that Mr. Taha Ali Khan has been appointed as Company Secretary with effect from September 30, 2020 in place of Mr. Fahad Iqbal Khan. 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、Pakistan Hotels Developers 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KASE:PHDL - アナリストの将来予測と過去の財務データ ( )PKR 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12/31/2024418488-1,922-1,922N/A9/30/2024639663-413-412N/A6/30/202472944797102N/A3/31/20246961711,6791,727N/A12/31/20236441011,5161,606N/A9/30/20236096931146N/A6/30/20235594412123N/A3/31/2023523202898N/A12/31/2022532393771N/A9/30/2022522546278N/A6/30/2022465488097N/A3/31/2022449524767N/A12/31/2021374103448N/A9/30/2021284-35-17-10N/A6/30/2021250-47-26-21N/A3/31/2021191-50-5-3N/A12/31/2020211-44-135N/A9/30/2020267-142948N/A6/30/202032701839N/A3/31/2020410-15327N/A12/31/201944214155N/A9/30/2019472215772N/A6/30/2019481288094N/A3/31/2019493428797N/A12/31/2018498507883N/A9/30/20184547N/A47N/A6/30/2018417-17N/A20N/A3/31/2018338-26N/A-29N/A12/31/2017213-91N/A-73N/A9/30/2017227-76N/A-25N/A6/30/2017350-11N/A33N/A3/31/201751043N/A108N/A12/31/2016706138N/A216N/A9/30/2016763158N/A213N/A6/30/2016741133N/A171N/A3/31/2016736150N/A188N/A12/31/2015719151N/A163N/A9/30/2015700140N/A131N/A6/30/2015682141N/A129N/A3/31/2015669123N/A122N/A12/31/2014639103N/A105N/A9/30/201458785N/A101N/A6/30/201456992N/A122N/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: PHDLの予測収益成長が 貯蓄率 ( 12.3% ) 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: PHDLの収益がPK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: PHDL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: PHDLの収益がPK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: PHDL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: PHDL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7D1Y7D1Y7D1YConsumer-services 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2025/04/19 17:43終値2025/01/20 00:00収益2024/12/31年間収益2024/06/30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Pakistan Hotels Developers 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。0
お知らせ • Mar 11Pakistan Hotels Developers Limited, Annual General Meeting, Mar 31, 2026Pakistan Hotels Developers Limited, Annual General Meeting, Mar 31, 2026. Location: at ramada plaza karachi, star avenue, terminal -1, jinnah international airport, karachi Pakistan
Reported Earnings • Oct 11Full year 2024 earnings released: EPS: PK₨24.83 (vs PK₨2.45 in FY 2023)Full year 2024 results: EPS: PK₨24.83 (up from PK₨2.45 in FY 2023). Revenue: PK₨728.5m (up 30% from FY 2023). Net income: PK₨446.9m (up PK₨402.7m from FY 2023). Profit margin: 61% (up from 7.9% in FY 2023). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has fallen by 37% per year, which means it is significantly lagging earnings.
お知らせ • Oct 10Pakistan Hotels Developers Limited, Annual General Meeting, Oct 28, 2024Pakistan Hotels Developers Limited, Annual General Meeting, Oct 28, 2024. Location: at zvmg rangoonwala community centre, dhoraji colony, karachi Pakistan
Valuation Update With 7 Day Price Move • Oct 09Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to PK₨45.77, the stock trades at a trailing P/E ratio of 4.8x. Average trailing P/E is 22x in the Hospitality industry in Asia. Total loss to shareholders of 65% over the past three years.
Valuation Update With 7 Day Price Move • Sep 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to PK₨50.45, the stock trades at a trailing P/E ratio of 5.3x. Average trailing P/E is 22x in the Hospitality industry in Asia. Total loss to shareholders of 51% over the past three years.
Buy Or Sell Opportunity • Aug 16Now 21% overvaluedOver the last 90 days, the stock has fallen 92% to PK₨33.76. The fair value is estimated to be PK₨27.95, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Meanwhile, the company has become profitable.
Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improves as stock rises 33%After last week's 33% share price gain to PK₨28.06, the stock trades at a trailing P/E ratio of 2.9x. Average trailing P/E is 21x in the Hospitality industry in Asia. Total loss to shareholders of 72% over the past three years.
New Risk • Jul 12New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: PK₨18.2m (US$65.3k) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (30% average weekly change). Market cap is less than US$10m (PK₨18.2m market cap, or US$65.3k). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Revenue is less than US$5m (PK₨696m revenue, or US$2.5m).
Buy Or Sell Opportunity • Jul 12Now 93% undervalued after recent price dropOver the last 90 days, the stock has fallen 100% to PK₨1.01. The fair value is estimated to be PK₨15.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Meanwhile, the company has become profitable.
Valuation Update With 7 Day Price Move • Jun 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to PK₨502, the stock trades at a trailing P/E ratio of 52.7x. Average trailing P/E is 23x in the Hospitality industry in Asia. Total returns to shareholders of 420% over the past three years.
Reported Earnings • May 02Third quarter 2024 earnings released: EPS: PK₨4.74 (vs PK₨0.85 in 3Q 2023)Third quarter 2024 results: EPS: PK₨4.74 (up from PK₨0.85 in 3Q 2023). Revenue: PK₨195.3m (up 37% from 3Q 2023). Net income: PK₨85.4m (up 455% from 3Q 2023). Profit margin: 44% (up from 11% in 3Q 2023). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 69% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 02Second quarter 2024 earnings released: EPS: PK₨3.91 (vs PK₨2.11 in 2Q 2023)Second quarter 2024 results: EPS: PK₨3.91 (up from PK₨2.11 in 2Q 2023). Revenue: PK₨221.0m (up 19% from 2Q 2023). Net income: PK₨70.4m (up 85% from 2Q 2023). Profit margin: 32% (up from 20% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has only increased by 68% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Feb 28Dividend of PK₨3.00 announcedShareholders will receive a dividend of PK₨3.00. Ex-date: 29th February 2024 Payment date: 25th March 2024 Dividend yield will be 1.6%, which is lower than the industry average of 2.1%. Payout Ratios Payout ratio: 52%. Cash payout ratio: 232%.
お知らせ • Nov 22Pakistan Hotels Developers Limited Announces Chief Financial Officer ChangesPakistan Hotels Developers Limited has undergone a significant change in its executive team. The company has informed the Pakistan Stock Exchange Limited that Mr. Syed Haseen Anwer, the Chief Financial Officer, has resigned from his position effective November 15, 2023. Subsequently, Mr. M. Taha Ali Khan has been appointed as the new Chief Financial Officer of the company. This transition marks a notable change in the financial leadership of Pakistan Hotels Developers Limited. Mr. Syed Haseen Anwer's resignation brings to a close his tenure with the company, during which he contributed to its financial management and strategy. Mr. M. Taha Ali Khan's appointment as the new Chief Financial Officer is a significant step for the company. His new role will involve overseeing the financial operations and strategy of Pakistan Hotels Developers Limited, ensuring that the company continues to maintain its financial health and sustainability. The change in the CFO position is an important development for stakeholders, including TRE Certificate Holders of the Exchange, as it could influence the company's financial strategies and operations. The appointment of Mr. Khan is expected to bring new perspectives and strategies to the company's financial management.
お知らせ • Nov 21Pakistan Hotels Developers Limited Announces Management ChangesPakistan Hotels Developers Limited has officially announced a change in its executive team. The company has appointed Mr. Masood Anwer as the new Company Secretary, effective from April 15, 2023. This appointment follows the departure of Mr. M. Taha Ali Khan from the position. The announcement, conveyed to the Pakistan Stock Exchange Limited, marks a significant transition in the company's administrative leadership. Mr. Masood Anwer's appointment is expected to bring fresh perspectives and leadership skills to the role, contributing to the company's strategic and operational objectives. The change in the company secretary position is a notable development for stakeholders, as the company secretary plays a crucial role in ensuring regulatory compliance and effective governance within a publicly listed company. The role often involves overseeing legal and regulatory matters, communication with shareholders, and ensuring that the board's decisions are implemented.
Reported Earnings • Oct 12Full year 2023 earnings released: EPS: PK₨2.45 (vs PK₨2.66 in FY 2022)Full year 2023 results: EPS: PK₨2.45 (down from PK₨2.66 in FY 2022). Revenue: PK₨559.0m (up 20% from FY 2022). Net income: PK₨44.1m (down 7.7% from FY 2022). Profit margin: 7.9% (down from 10% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 65% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 03Third quarter 2023 earnings released: EPS: PK₨0.85 (vs PK₨1.94 in 3Q 2022)Third quarter 2023 results: EPS: PK₨0.85 (down from PK₨1.94 in 3Q 2022). Revenue: PK₨142.6m (down 6.0% from 3Q 2022). Net income: PK₨15.4m (down 56% from 3Q 2022). Profit margin: 11% (down from 23% in 3Q 2022). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Board Change • May 03Less 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. 5 non-independent directors. Independent Director Qazi Saeed was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 25Second quarter 2023 earnings released: EPS: PK₨2.11 (vs PK₨2.95 in 2Q 2022)Second quarter 2023 results: EPS: PK₨2.11 (down from PK₨2.95 in 2Q 2022). Revenue: PK₨186.4m (up 5.3% from 2Q 2022). Net income: PK₨38.0m (down 28% from 2Q 2022). Profit margin: 20% (down from 30% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Board Change • Nov 16Less 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. 5 non-independent directors. Independent Director Qazi Saeed was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 29First quarter 2023 earnings released: PK₨0.44 loss per share (vs PK₨0.79 loss in 1Q 2022)First quarter 2023 results: PK₨0.44 loss per share (improved from PK₨0.79 loss in 1Q 2022). Revenue: PK₨117.5m (up 97% from 1Q 2022). Net loss: PK₨7.92m (loss narrowed 45% from 1Q 2022). Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Oct 12Upcoming dividend of PK₨1.50 per shareEligible shareholders must have bought the stock before 19 October 2022. Payment date: 18 November 2022. Payout ratio is on the higher end at 86%, however this is supported by cash flows. Trailing yield: 4.5%. Lower than top quartile of Pakistani dividend payers (12%). Higher than average of industry peers (1.0%).
Valuation Update With 7 Day Price Move • Sep 01Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to PK₨94.87, the stock trades at a trailing P/E ratio of 32.5x. Average trailing P/E is 26x in the Hospitality industry in Asia. Total loss to shareholders of 47% over the past three years.
Valuation Update With 7 Day Price Move • Aug 18Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to PK₨126, the stock trades at a trailing P/E ratio of 43.2x. Average trailing P/E is 26x in the Hospitality industry in Asia. Total loss to shareholders of 31% over the past three years.
Valuation Update With 7 Day Price Move • May 31Investor sentiment improved over the past weekAfter last week's 15% share price gain to PK₨127, the stock trades at a trailing P/E ratio of 43.6x. Average trailing P/E is 28x in the Hospitality industry in Asia. Total loss to shareholders of 4.5% over the past three years.
Reported Earnings • May 02Third quarter 2022 earnings released: EPS: PK₨1.94 (vs PK₨0.40 loss in 3Q 2021)Third quarter 2022 results: EPS: PK₨1.94 (up from PK₨0.40 loss in 3Q 2021). Revenue: PK₨151.7m (up 97% from 3Q 2021). Net income: PK₨35.0m (up PK₨42.1m from 3Q 2021). Profit margin: 23% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Board Change • Apr 28Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Jawed Ahmed was the last independent director to join the board, commencing their role in 2018. 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 02Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: PK₨2.95 (up from PK₨0.40 in 2Q 2021). Revenue: PK₨177.1m (up 104% from 2Q 2021). Net income: PK₨53.1m (up PK₨45.9m from 2Q 2021). Profit margin: 30% (up from 8.3% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Feb 28Inaugural dividend of PK₨1.00 per shareEligible shareholders must have bought the stock before 07 March 2022. Payment date: 31 March 2022. The company is not currently making a profit and is not cash flow positive. The company last paid an ordinary dividend in October 2019. The average dividend yield among industry peers is 1.1%.
Reported Earnings • Oct 30First quarter 2022 earnings released: PK₨0.79 loss per share (vs PK₨1.44 loss in 1Q 2021)First quarter 2022 results: Net loss: PK₨14.3m (loss narrowed 45% from 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 125 percentage points per year, which is a significant difference in performance.
Reported Earnings • Sep 28Full year 2021 earnings released: PK₨2.62 loss per share (vs PK₨0.025 profit in FY 2020)Full year 2021 results: Net loss: PK₨47.2m (down PK₨47.6m from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.
Reported Earnings • Sep 28Full year 2021 earnings released: PK₨2.62 loss per share (vs PK₨0.025 profit in FY 2020)Full year 2021 results: Net loss: PK₨47.2m (down PK₨47.6m from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 03Third quarter 2021 earnings released: PK₨0.40 loss per share (vs PK₨0.06 loss in 3Q 2020)Third quarter 2021 results: Net loss: PK₨7.13m (loss widened PK₨6.03m from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Mar 10New 90-day low: PK₨93.76The company is down 1.0% from its price of PK₨95.00 on 10 December 2020. The Pakistani market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 9.0% over the same period.
Reported Earnings • Feb 28Second quarter 2021 earnings released: EPS PK₨0.40 (vs PK₨2.03 in 2Q 2020)Second quarter 2021 results: Net income: PK₨7.20m (down 80% from 2Q 2020). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Dec 23New 90-day high: PK₨117The company is up 14% from its price of PK₨103 on 23 September 2020. The Pakistani market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 8.0% over the same period.
Is New 90 Day High Low • Dec 03New 90-day low: PK₨88.00The company is down 22% from its price of PK₨114 on 04 September 2020. The Pakistani market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 6.0% over the same period.
Reported Earnings • Oct 29First quarter earnings releasedOver the last 12 months the company has reported total losses of PK₨14.2m, with earnings decreasing by PK₨34.7m from the prior year.
Reported Earnings • Oct 07Full year earnings released - EPS PK₨0.02Over the last 12 months the company has reported total profits of PK₨442.0k, down 98% from the prior year. Total revenue was PK₨326.7m over the last 12 months, down 32% from the prior year. Profit margins were 0.1%, which is lower than the 5.8% margin from last year. The decrease in margin was driven by lower revenue.
お知らせ • Oct 07+ 1 more updatePakistan Hotels Developers Limited Appoints Mr. Taha Ali Khan as Company SecretaryPakistan Hotels Developers Limited informed Pakistan Stock Exchange that Mr. Taha Ali Khan has been appointed as Company Secretary with effect from September 30, 2020 in place of Mr. Fahad Iqbal Khan.