View Future GrowthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsTIM 過去の業績過去 基準チェック /26TIMは、平均年間31.5%の収益成長を遂げていますが、 Trade Distributors業界の収益は、年間 減少しています。収益は、平均年間17.4% 14%収益成長率で 成長しています。 TIMの自己資本利益率は17.4%であり、純利益率は3.8%です。主要情報31.47%収益成長率31.51%EPS成長率Trade Distributors 業界の成長28.48%収益成長率14.01%株主資本利益率17.45%ネット・マージン3.79%次回の業績アップデート19 Sep 2024最近の業績更新お知らせ • Jan 17+ 2 more updatesTIM S.A. to Report Q3, 2024 Results on Nov 21, 2024TIM S.A. announced that they will report Q3, 2024 results on Nov 21, 2024Reported Earnings • Nov 24Third quarter 2023 earnings released: EPS: zł0.19 (vs zł0.72 in 3Q 2022)Third quarter 2023 results: EPS: zł0.19 (down from zł0.72 in 3Q 2022). Revenue: zł360.7m (down 1.0% from 3Q 2022). Net income: zł4.24m (down 74% from 3Q 2022). Profit margin: 1.2% (down from 4.4% 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 19% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Sep 20Second quarter 2023 earnings released: EPS: zł0.82 (vs zł1.31 in 2Q 2022)Second quarter 2023 results: EPS: zł0.82 (down from zł1.31 in 2Q 2022). Revenue: zł353.6m (down 2.5% from 2Q 2022). Net income: zł18.2m (down 38% from 2Q 2022). Profit margin: 5.1% (down from 8.0% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • May 31First quarter 2023 earnings released: EPS: zł0.66 (vs zł1.41 in 1Q 2022)First quarter 2023 results: EPS: zł0.66 (down from zł1.41 in 1Q 2022). Revenue: zł379.3m (down 7.5% from 1Q 2022). Net income: zł14.7m (down 53% from 1Q 2022). Profit margin: 3.9% (down from 7.6% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 20TIM S.A. to Report Q3, 2023 Results on Nov 22, 2023TIM S.A. announced that they will report Q3, 2023 results on Nov 22, 2023お知らせ • Feb 03+ 2 more updatesTIM S.A. to Report First Half, 2023 Results on Sep 20, 2023TIM S.A. announced that they will report first half, 2023 results on Sep 20, 2023すべての更新を表示Recent updatesお知らせ • Feb 02Fega & Schmitt ElektrogroßHandel Gmbh completed the acquisition of TIM S.A. from Krzysztof Folta and others.Fega & Schmitt ElektrogroßHandel Gmbh agreed to acquire TIM S.A. from Krzysztof Folta and others for PLN 1.1 billion on March 24, 2023. The Offer price will be PLN 50.69, representing a premium of 34.1%, 51.7% and 67.0% to the last closing price. Transaction comprises acquiring also 3LP S.A., TIM’s subsidiary. It was further agreed that the composition of the boards of directors of TIM and 3LP would remain unchanged to allow them to continue the implementation of their existing strategies with the support of the Würth Group. If, as a result of the Offer, the threshold of at least 95% of the total number of votes at the general meeting is achieved, the Offeror intends to announce a squeeze-out of the shares. The offer will open from September 28, 2023, and will close on October 27, 2023. As of October 20, 2023, Fega + Schmitt Elektrogroßhandel Extends Tender Offer For Tim Shares till December 6, 2023. As of November 29, 2023, Fega & Schmitt are extending their tender offer for shares of electrical equipment distributor TIM until December 29, 2023. The share purchase transaction on the Warsaw Stock Exchange is scheduled for January 4, 2024, with the settlement expected to take place on January 9, 2024. The transaction was subject to the approval of the responsible competition authorities. On January 25, 2024, UOKiK Tomasz Chróstny has granted conditional approval and a condition acceptable to the buyer. Anna Romaniuk, Jacek Jarosz, Michal Michalak and Maksymilan Przeczek of mInvestment Banking S.A. acted as financial advisor to TIM S.A. DLA Piper Gizinski Kycia sp. k. acted as legal advisor to TIM S.A. mBank S.A. (WSE:MBK) acted as financial advisor to TIM S.A. BNP Paribas Bank Polska Spolka Akcyjna acted as financial advisor to Fega & Schmitt ElektrogroßHandel Gmbh. Marek Swiatkowski, Piotr Jackowski, and Maciej Goszczyk of Domanski Zakrzewski Palinka sp. k. acted as legal advisor to Fega & Schmitt ElektrogroßHandel Gmbh. Ernst & Young Global Limited acted as accountant to Fega & Schmitt ElektrogroßHandel Gmbh. Santander Bank Polska S.A. – Santander Biuro Maklerskie acts as intermediary broker and transaction advisor under the tender offer for Fega & Schmitt ElektrogroßHandel Gmbh. KPMG Advisory Sp. z o.o. appointed as Fairness Opinion provider by Management Board of TIM. Fega & Schmitt ElektrogroßHandel Gmbh completed the acquisition of TIM S.A. from Krzysztof Folta and others on January 31, 2024. W.EG intends to conduct a public squeeze-out, followed by delisting the company from Warsaw Stock Exchange.お知らせ • Jan 17+ 2 more updatesTIM S.A. to Report Q3, 2024 Results on Nov 21, 2024TIM S.A. announced that they will report Q3, 2024 results on Nov 21, 2024Reported Earnings • Nov 24Third quarter 2023 earnings released: EPS: zł0.19 (vs zł0.72 in 3Q 2022)Third quarter 2023 results: EPS: zł0.19 (down from zł0.72 in 3Q 2022). Revenue: zł360.7m (down 1.0% from 3Q 2022). Net income: zł4.24m (down 74% from 3Q 2022). Profit margin: 1.2% (down from 4.4% 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 19% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Sep 20Second quarter 2023 earnings released: EPS: zł0.82 (vs zł1.31 in 2Q 2022)Second quarter 2023 results: EPS: zł0.82 (down from zł1.31 in 2Q 2022). Revenue: zł353.6m (down 2.5% from 2Q 2022). Net income: zł18.2m (down 38% from 2Q 2022). Profit margin: 5.1% (down from 8.0% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 02TIM S.A., Annual General Meeting, Jun 27, 2023TIM S.A., Annual General Meeting, Jun 27, 2023, at 10:00 Central European Standard Time.Reported Earnings • May 31First quarter 2023 earnings released: EPS: zł0.66 (vs zł1.41 in 1Q 2022)First quarter 2023 results: EPS: zł0.66 (down from zł1.41 in 1Q 2022). Revenue: zł379.3m (down 7.5% from 1Q 2022). Net income: zł14.7m (down 53% from 1Q 2022). Profit margin: 3.9% (down from 7.6% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 26%After last week's 26% share price gain to zł48.70, the stock trades at a trailing P/E ratio of 11x. Average trailing P/E is 7x in the Trade Distributors industry in Poland. Total returns to shareholders of 604% over the past three years.分析記事 • Mar 21TIM (WSE:TIM) Could Become A Multi-BaggerWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...お知らせ • Feb 20TIM S.A. to Report Q3, 2023 Results on Nov 22, 2023TIM S.A. announced that they will report Q3, 2023 results on Nov 22, 2023お知らせ • Feb 03+ 2 more updatesTIM S.A. to Report First Half, 2023 Results on Sep 20, 2023TIM S.A. announced that they will report first half, 2023 results on Sep 20, 2023Upcoming Dividend • Dec 08Upcoming dividend of zł1.35 per shareEligible shareholders must have bought the stock before 15 December 2022. Payment date: 23 December 2022. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 9.5%. Within top quartile of Polish dividend payers (8.5%). Lower than average of industry peers (11%).Reported Earnings • Nov 28Third quarter 2022 earnings released: EPS: zł0.72 (vs zł1.12 in 3Q 2021)Third quarter 2022 results: EPS: zł0.72 (down from zł1.12 in 3Q 2021). Revenue: zł364.4m (up 4.7% from 3Q 2021). Net income: zł16.0m (down 36% from 3Q 2021). Profit margin: 4.4% (down from 7.2% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.Reported Earnings • Sep 24Second quarter 2022 earnings released: EPS: zł1.31 (vs zł1.40 in 2Q 2021)Second quarter 2022 results: EPS: zł1.31 (down from zł1.40 in 2Q 2021). Revenue: zł362.5m (up 11% from 2Q 2021). Net income: zł29.1m (down 6.7% from 2Q 2021). Profit margin: 8.0% (down from 9.5% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 45% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 23Investor sentiment improved over the past weekAfter last week's 20% share price gain to zł27.85, the stock trades at a trailing P/E ratio of 5.6x. Average forward P/E is 12x in the Trade Distributors industry in Poland. Total returns to shareholders of 360% over the past three years.分析記事 • Aug 19Investors Should Be Encouraged By TIM's (WSE:TIM) Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...Upcoming Dividend • Jul 19Upcoming dividend of zł1.20 per shareEligible shareholders must have bought the stock before 26 July 2022. Payment date: 11 August 2022. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 8.6%. Within top quartile of Polish dividend payers (8.5%). Higher than average of industry peers (7.2%).Valuation Update With 7 Day Price Move • Jul 06Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to zł27.85, the stock trades at a trailing P/E ratio of 5.6x. Average forward P/E is 12x in the Trade Distributors industry in Poland. Total returns to shareholders of 257% over the past three years.分析記事 • May 07If You Like EPS Growth Then Check Out TIM (WSE:TIM) Before It's Too LateLike a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...Reported Earnings • May 01Full year 2021 earnings released: EPS: zł4.14 (vs zł1.67 in FY 2020)Full year 2021 results: EPS: zł4.14 (up from zł1.67 in FY 2020). Revenue: zł1.31b (up 23% from FY 2020). Net income: zł91.8m (up 147% from FY 2020). Profit margin: 7.0% (up from 3.5% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 11%, compared to a 9.6% growth forecast for the industry in Poland. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 63% per year, which means it is significantly lagging earnings growth.分析記事 • Feb 25A Look At The Intrinsic Value Of TIM S.A. (WSE:TIM)In this article we are going to estimate the intrinsic value of TIM S.A. ( WSE:TIM ) by taking the forecast future cash...Valuation Update With 7 Day Price Move • Feb 24Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to zł29.55, the stock trades at a trailing P/E ratio of 7.6x. Average trailing P/E is 6x in the Trade Distributors industry in Poland. Total returns to shareholders of 488% over the past three years.分析記事 • Feb 02These 4 Measures Indicate That TIM (WSE:TIM) Is Using Debt SafelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Upcoming Dividend • Dec 08Upcoming dividend of zł1.20 per shareEligible shareholders must have bought the stock before 15 December 2021. Payment date: 23 December 2021. Payout ratio is a comfortable 56% but the company is paying out more than the cash it is generating. Trailing yield: 5.6%. Lower than top quartile of Polish dividend payers (6.8%). Higher than average of industry peers (3.7%).Reported Earnings • Nov 27Third quarter 2021 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2021 results: EPS: zł1.12 (up from zł0.47 in 3Q 2020). Revenue: zł348.2m (up 30% from 3Q 2020). Net income: zł24.9m (up 138% from 3Q 2020). Profit margin: 7.2% (up from 3.9% in 3Q 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.8%. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has increased by 76% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Sep 23Second quarter 2021 earnings released: EPS zł1.33 (vs zł0.39 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł328.0m (up 29% from 2Q 2020). Net income: zł29.6m (up 233% from 2Q 2020). Profit margin: 9.0% (up from 3.5% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has increased by 80% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jul 18TIM (WSE:TIM) Is Investing Its Capital With Increasing EfficiencyDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...Upcoming Dividend • Jun 22Upcoming dividend of zł1.00 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 13 July 2021. Trailing yield: 6.1%. Within top quartile of Polish dividend payers (5.9%). Higher than average of industry peers (3.3%).Reported Earnings • Apr 25Full year 2020 earnings released: EPS zł1.67 (vs zł0.88 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: zł1.06b (up 20% from FY 2019). Net income: zł37.1m (up 90% from FY 2019). Profit margin: 3.5% (up from 2.2% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 47% per year, which means it is significantly lagging earnings growth.分析記事 • Apr 21Should TIM S.A. (WSE:TIM) Be Part Of Your Dividend Portfolio?Today we'll take a closer look at TIM S.A. ( WSE:TIM ) from a dividend investor's perspective. Owning a strong business...Valuation Update With 7 Day Price Move • Apr 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł25.10, the stock trades at a trailing P/E ratio of 22.2x. Average trailing P/E is 15x in the Trade Distributors industry in Poland. Total returns to shareholders of 269% over the past three years.Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł21.80, the stock trades at a trailing P/E ratio of 19.3x. Average trailing P/E is 14x in the Trade Distributors industry in Poland. Total returns to shareholders of 224% over the past three years.分析記事 • Mar 10Estimating The Fair Value Of TIM S.A. (WSE:TIM)Today we will run through one way of estimating the intrinsic value of TIM S.A. ( WSE:TIM ) by taking the forecast...分析記事 • Feb 25Shareholders Of TIM (WSE:TIM) Must Be Happy With Their 207% Total ReturnThe worst result, after buying shares in a company (assuming no leverage), would be if you lose all the money you put...分析記事 • Feb 10What We Make Of TIM's (WSE:TIM) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Jan 28Is TIM S.A.'s (WSE:TIM) Recent Stock Performance Influenced By Its Fundamentals In Any Way?TIM (WSE:TIM) has had a great run on the share market with its stock up by a significant 39% over the last three...Is New 90 Day High Low • Jan 22New 90-day high: zł19.75The company is up 41% from its price of zł14.00 on 23 October 2020. The Polish market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 34% over the same period.お知らせ • Jan 22+ 2 more updatesTIM S.A. to Report First Half, 2021 Final Results on Sep 22, 2021TIM S.A. announced that they will report first half, 2021 final results on Sep 22, 2021お知らせ • Jan 21+ 4 more updatesTIM S.A. to Report First Half, 2021 Results on Jul 27, 2021TIM S.A. announced that they will report first half, 2021 results on Jul 27, 2021お知らせ • Jan 09TIM S.A. to Report Q4, 2020 Results on Feb 10, 2021TIM S.A. announced that they will report Q4, 2020 results After-Market on Feb 10, 2021分析記事 • Dec 31Could TIM S.A. (WSE:TIM) Have The Makings Of Another Dividend Aristocrat?Today we'll take a closer look at TIM S.A. ( WSE:TIM ) from a dividend investor's perspective. Owning a strong business...分析記事 • Dec 17Three Days Left Until TIM S.A. (WSE:TIM) Trades Ex-DividendIt looks like TIM S.A. ( WSE:TIM ) is about to go ex-dividend in the next three days. You can purchase shares before...Upcoming Dividend • Dec 15Upcoming Dividend of zł1.20 Per ShareWill be paid on the 30th of December to those who are registered shareholders by the 22nd of December. The trailing yield of 6.6% is in the top quartile of Polish dividend payers (5.4%), and it is higher than industry peers (4.4%).分析記事 • Dec 15Is TIM S.A. (WSE:TIM) Popular Amongst Insiders?If you want to know who really controls TIM S.A. ( WSE:TIM ), then you'll have to look at the makeup of its share...Is New 90 Day High Low • Dec 07New 90-day high: zł18.90The company is up 48% from its price of zł12.75 on 08 September 2020. The Polish market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 11% over the same period.Valuation Update With 7 Day Price Move • Dec 07Market bids up stock over the past weekAfter last week's 18% share price gain to zł18.90, the stock is trading at a trailing P/E ratio of 16.7x, up from the previous P/E ratio of 14.1x. This compares to an average P/E of 10x in the Trade Distributors industry in Poland. Total returns to shareholders over the past three years are 243%.Reported Earnings • Nov 28Third quarter 2020 earnings released: EPS zł0.47The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: zł267.7m (up 17% from 3Q 2019). Net income: zł10.4m (up 82% from 3Q 2019). Profit margin: 3.9% (up from 2.5% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 28Oponeo.pl S.A. (WSE:OPN) signed a conditional agreement to acquire Rotopino.pl S.A. from TIM S.A. (WSE:TIM) for PLN 35 million.Oponeo.pl S.A. (WSE:OPN) signed a conditional agreement to acquire Rotopino.pl S.A. from TIM S.A. (WSE:TIM) for PLN 35 million on November 27, 2020.Is New 90 Day High Low • Nov 05New 90-day high: zł14.45The company is up 4.0% from its price of zł13.90 on 07 August 2020. The Polish market is down 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is down 17% over the same period.Reported Earnings • Sep 25First half earnings releasedOver the last 12 months the company has reported total profits of zł20.5m, up 21% from the prior year. Total revenue was zł966.1m over the last 12 months, up 13% from the prior year.収支内訳TIM の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史WSE:TIM 収益、費用、利益 ( )PLN Millions日付収益収益G+A経費研究開発費31 Dec 231,45155200030 Sep 231,48063197030 Jun 231,48475194031 Mar 231,49386192031 Dec 221,523102186030 Sep 221,50199181030 Jun 221,484107173031 Mar 221,450110165031 Dec 211,31492156030 Sep 211,25487148030 Jun 211,17472143031 Mar 211,09950137031 Dec 201,06537132030 Sep 201,00425126030 Jun 2096621121031 Mar 2092316113031 Dec 1989020111030 Sep 1987118110030 Jun 1985617110031 Mar 1984417112031 Dec 1883015110030 Sep 1881010107030 Jun 187836103031 Mar 18750097031 Dec 17719-494030 Sep 17698-492030 Jun 17686-787031 Mar 17683-483031 Dec 16667280030 Sep 16652874030 Jun 166301172031 Mar 16600970031 Dec 15576569030 Sep 15557-1373030 Jun 15559-1576031 Mar 15550-1677031 Dec 14529-2277030 Sep 14502-970030 Jun 14455-966031 Mar 14412-1061031 Dec 13383-656030 Sep 13368-554030 Jun 13346-3530質の高い収益: TIMは 高品質の収益 を持っています。利益率の向上: TIMの現在の純利益率 (3.8%)は、昨年(6.7%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: TIMの収益は過去 5 年間で年間31.5%増加しました。成長の加速: TIMは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: TIMは過去 1 年間で収益成長率がマイナス ( -46.2% ) となったため、 Trade Distributors業界平均 ( -17.8% ) と比較することが困難です。株主資本利益率高いROE: TIMの 自己資本利益率 ( 17.4% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YCapital-goods 、過去の業績が好調な企業。View Financial Health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2024/05/29 05:15終値2024/03/01 00:00収益2023/12/31年間収益2023/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋TIM S.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。2 アナリスト機関Kamil KliszczBiuro maklerskie mBankuMichal SztablerPKO BP Securities
お知らせ • Jan 17+ 2 more updatesTIM S.A. to Report Q3, 2024 Results on Nov 21, 2024TIM S.A. announced that they will report Q3, 2024 results on Nov 21, 2024
Reported Earnings • Nov 24Third quarter 2023 earnings released: EPS: zł0.19 (vs zł0.72 in 3Q 2022)Third quarter 2023 results: EPS: zł0.19 (down from zł0.72 in 3Q 2022). Revenue: zł360.7m (down 1.0% from 3Q 2022). Net income: zł4.24m (down 74% from 3Q 2022). Profit margin: 1.2% (down from 4.4% 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 19% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Sep 20Second quarter 2023 earnings released: EPS: zł0.82 (vs zł1.31 in 2Q 2022)Second quarter 2023 results: EPS: zł0.82 (down from zł1.31 in 2Q 2022). Revenue: zł353.6m (down 2.5% from 2Q 2022). Net income: zł18.2m (down 38% from 2Q 2022). Profit margin: 5.1% (down from 8.0% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • May 31First quarter 2023 earnings released: EPS: zł0.66 (vs zł1.41 in 1Q 2022)First quarter 2023 results: EPS: zł0.66 (down from zł1.41 in 1Q 2022). Revenue: zł379.3m (down 7.5% from 1Q 2022). Net income: zł14.7m (down 53% from 1Q 2022). Profit margin: 3.9% (down from 7.6% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 20TIM S.A. to Report Q3, 2023 Results on Nov 22, 2023TIM S.A. announced that they will report Q3, 2023 results on Nov 22, 2023
お知らせ • Feb 03+ 2 more updatesTIM S.A. to Report First Half, 2023 Results on Sep 20, 2023TIM S.A. announced that they will report first half, 2023 results on Sep 20, 2023
お知らせ • Feb 02Fega & Schmitt ElektrogroßHandel Gmbh completed the acquisition of TIM S.A. from Krzysztof Folta and others.Fega & Schmitt ElektrogroßHandel Gmbh agreed to acquire TIM S.A. from Krzysztof Folta and others for PLN 1.1 billion on March 24, 2023. The Offer price will be PLN 50.69, representing a premium of 34.1%, 51.7% and 67.0% to the last closing price. Transaction comprises acquiring also 3LP S.A., TIM’s subsidiary. It was further agreed that the composition of the boards of directors of TIM and 3LP would remain unchanged to allow them to continue the implementation of their existing strategies with the support of the Würth Group. If, as a result of the Offer, the threshold of at least 95% of the total number of votes at the general meeting is achieved, the Offeror intends to announce a squeeze-out of the shares. The offer will open from September 28, 2023, and will close on October 27, 2023. As of October 20, 2023, Fega + Schmitt Elektrogroßhandel Extends Tender Offer For Tim Shares till December 6, 2023. As of November 29, 2023, Fega & Schmitt are extending their tender offer for shares of electrical equipment distributor TIM until December 29, 2023. The share purchase transaction on the Warsaw Stock Exchange is scheduled for January 4, 2024, with the settlement expected to take place on January 9, 2024. The transaction was subject to the approval of the responsible competition authorities. On January 25, 2024, UOKiK Tomasz Chróstny has granted conditional approval and a condition acceptable to the buyer. Anna Romaniuk, Jacek Jarosz, Michal Michalak and Maksymilan Przeczek of mInvestment Banking S.A. acted as financial advisor to TIM S.A. DLA Piper Gizinski Kycia sp. k. acted as legal advisor to TIM S.A. mBank S.A. (WSE:MBK) acted as financial advisor to TIM S.A. BNP Paribas Bank Polska Spolka Akcyjna acted as financial advisor to Fega & Schmitt ElektrogroßHandel Gmbh. Marek Swiatkowski, Piotr Jackowski, and Maciej Goszczyk of Domanski Zakrzewski Palinka sp. k. acted as legal advisor to Fega & Schmitt ElektrogroßHandel Gmbh. Ernst & Young Global Limited acted as accountant to Fega & Schmitt ElektrogroßHandel Gmbh. Santander Bank Polska S.A. – Santander Biuro Maklerskie acts as intermediary broker and transaction advisor under the tender offer for Fega & Schmitt ElektrogroßHandel Gmbh. KPMG Advisory Sp. z o.o. appointed as Fairness Opinion provider by Management Board of TIM. Fega & Schmitt ElektrogroßHandel Gmbh completed the acquisition of TIM S.A. from Krzysztof Folta and others on January 31, 2024. W.EG intends to conduct a public squeeze-out, followed by delisting the company from Warsaw Stock Exchange.
お知らせ • Jan 17+ 2 more updatesTIM S.A. to Report Q3, 2024 Results on Nov 21, 2024TIM S.A. announced that they will report Q3, 2024 results on Nov 21, 2024
Reported Earnings • Nov 24Third quarter 2023 earnings released: EPS: zł0.19 (vs zł0.72 in 3Q 2022)Third quarter 2023 results: EPS: zł0.19 (down from zł0.72 in 3Q 2022). Revenue: zł360.7m (down 1.0% from 3Q 2022). Net income: zł4.24m (down 74% from 3Q 2022). Profit margin: 1.2% (down from 4.4% 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 19% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Sep 20Second quarter 2023 earnings released: EPS: zł0.82 (vs zł1.31 in 2Q 2022)Second quarter 2023 results: EPS: zł0.82 (down from zł1.31 in 2Q 2022). Revenue: zł353.6m (down 2.5% from 2Q 2022). Net income: zł18.2m (down 38% from 2Q 2022). Profit margin: 5.1% (down from 8.0% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 02TIM S.A., Annual General Meeting, Jun 27, 2023TIM S.A., Annual General Meeting, Jun 27, 2023, at 10:00 Central European Standard Time.
Reported Earnings • May 31First quarter 2023 earnings released: EPS: zł0.66 (vs zł1.41 in 1Q 2022)First quarter 2023 results: EPS: zł0.66 (down from zł1.41 in 1Q 2022). Revenue: zł379.3m (down 7.5% from 1Q 2022). Net income: zł14.7m (down 53% from 1Q 2022). Profit margin: 3.9% (down from 7.6% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 26%After last week's 26% share price gain to zł48.70, the stock trades at a trailing P/E ratio of 11x. Average trailing P/E is 7x in the Trade Distributors industry in Poland. Total returns to shareholders of 604% over the past three years.
分析記事 • Mar 21TIM (WSE:TIM) Could Become A Multi-BaggerWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
お知らせ • Feb 20TIM S.A. to Report Q3, 2023 Results on Nov 22, 2023TIM S.A. announced that they will report Q3, 2023 results on Nov 22, 2023
お知らせ • Feb 03+ 2 more updatesTIM S.A. to Report First Half, 2023 Results on Sep 20, 2023TIM S.A. announced that they will report first half, 2023 results on Sep 20, 2023
Upcoming Dividend • Dec 08Upcoming dividend of zł1.35 per shareEligible shareholders must have bought the stock before 15 December 2022. Payment date: 23 December 2022. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 9.5%. Within top quartile of Polish dividend payers (8.5%). Lower than average of industry peers (11%).
Reported Earnings • Nov 28Third quarter 2022 earnings released: EPS: zł0.72 (vs zł1.12 in 3Q 2021)Third quarter 2022 results: EPS: zł0.72 (down from zł1.12 in 3Q 2021). Revenue: zł364.4m (up 4.7% from 3Q 2021). Net income: zł16.0m (down 36% from 3Q 2021). Profit margin: 4.4% (down from 7.2% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Sep 24Second quarter 2022 earnings released: EPS: zł1.31 (vs zł1.40 in 2Q 2021)Second quarter 2022 results: EPS: zł1.31 (down from zł1.40 in 2Q 2021). Revenue: zł362.5m (up 11% from 2Q 2021). Net income: zł29.1m (down 6.7% from 2Q 2021). Profit margin: 8.0% (down from 9.5% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 45% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 23Investor sentiment improved over the past weekAfter last week's 20% share price gain to zł27.85, the stock trades at a trailing P/E ratio of 5.6x. Average forward P/E is 12x in the Trade Distributors industry in Poland. Total returns to shareholders of 360% over the past three years.
分析記事 • Aug 19Investors Should Be Encouraged By TIM's (WSE:TIM) Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
Upcoming Dividend • Jul 19Upcoming dividend of zł1.20 per shareEligible shareholders must have bought the stock before 26 July 2022. Payment date: 11 August 2022. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 8.6%. Within top quartile of Polish dividend payers (8.5%). Higher than average of industry peers (7.2%).
Valuation Update With 7 Day Price Move • Jul 06Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to zł27.85, the stock trades at a trailing P/E ratio of 5.6x. Average forward P/E is 12x in the Trade Distributors industry in Poland. Total returns to shareholders of 257% over the past three years.
分析記事 • May 07If You Like EPS Growth Then Check Out TIM (WSE:TIM) Before It's Too LateLike a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...
Reported Earnings • May 01Full year 2021 earnings released: EPS: zł4.14 (vs zł1.67 in FY 2020)Full year 2021 results: EPS: zł4.14 (up from zł1.67 in FY 2020). Revenue: zł1.31b (up 23% from FY 2020). Net income: zł91.8m (up 147% from FY 2020). Profit margin: 7.0% (up from 3.5% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 11%, compared to a 9.6% growth forecast for the industry in Poland. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 63% per year, which means it is significantly lagging earnings growth.
分析記事 • Feb 25A Look At The Intrinsic Value Of TIM S.A. (WSE:TIM)In this article we are going to estimate the intrinsic value of TIM S.A. ( WSE:TIM ) by taking the forecast future cash...
Valuation Update With 7 Day Price Move • Feb 24Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to zł29.55, the stock trades at a trailing P/E ratio of 7.6x. Average trailing P/E is 6x in the Trade Distributors industry in Poland. Total returns to shareholders of 488% over the past three years.
分析記事 • Feb 02These 4 Measures Indicate That TIM (WSE:TIM) Is Using Debt SafelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Upcoming Dividend • Dec 08Upcoming dividend of zł1.20 per shareEligible shareholders must have bought the stock before 15 December 2021. Payment date: 23 December 2021. Payout ratio is a comfortable 56% but the company is paying out more than the cash it is generating. Trailing yield: 5.6%. Lower than top quartile of Polish dividend payers (6.8%). Higher than average of industry peers (3.7%).
Reported Earnings • Nov 27Third quarter 2021 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2021 results: EPS: zł1.12 (up from zł0.47 in 3Q 2020). Revenue: zł348.2m (up 30% from 3Q 2020). Net income: zł24.9m (up 138% from 3Q 2020). Profit margin: 7.2% (up from 3.9% in 3Q 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.8%. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has increased by 76% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Sep 23Second quarter 2021 earnings released: EPS zł1.33 (vs zł0.39 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł328.0m (up 29% from 2Q 2020). Net income: zł29.6m (up 233% from 2Q 2020). Profit margin: 9.0% (up from 3.5% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has increased by 80% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jul 18TIM (WSE:TIM) Is Investing Its Capital With Increasing EfficiencyDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
Upcoming Dividend • Jun 22Upcoming dividend of zł1.00 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 13 July 2021. Trailing yield: 6.1%. Within top quartile of Polish dividend payers (5.9%). Higher than average of industry peers (3.3%).
Reported Earnings • Apr 25Full year 2020 earnings released: EPS zł1.67 (vs zł0.88 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: zł1.06b (up 20% from FY 2019). Net income: zł37.1m (up 90% from FY 2019). Profit margin: 3.5% (up from 2.2% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 47% per year, which means it is significantly lagging earnings growth.
分析記事 • Apr 21Should TIM S.A. (WSE:TIM) Be Part Of Your Dividend Portfolio?Today we'll take a closer look at TIM S.A. ( WSE:TIM ) from a dividend investor's perspective. Owning a strong business...
Valuation Update With 7 Day Price Move • Apr 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł25.10, the stock trades at a trailing P/E ratio of 22.2x. Average trailing P/E is 15x in the Trade Distributors industry in Poland. Total returns to shareholders of 269% over the past three years.
Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to zł21.80, the stock trades at a trailing P/E ratio of 19.3x. Average trailing P/E is 14x in the Trade Distributors industry in Poland. Total returns to shareholders of 224% over the past three years.
分析記事 • Mar 10Estimating The Fair Value Of TIM S.A. (WSE:TIM)Today we will run through one way of estimating the intrinsic value of TIM S.A. ( WSE:TIM ) by taking the forecast...
分析記事 • Feb 25Shareholders Of TIM (WSE:TIM) Must Be Happy With Their 207% Total ReturnThe worst result, after buying shares in a company (assuming no leverage), would be if you lose all the money you put...
分析記事 • Feb 10What We Make Of TIM's (WSE:TIM) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 • Jan 28Is TIM S.A.'s (WSE:TIM) Recent Stock Performance Influenced By Its Fundamentals In Any Way?TIM (WSE:TIM) has had a great run on the share market with its stock up by a significant 39% over the last three...
Is New 90 Day High Low • Jan 22New 90-day high: zł19.75The company is up 41% from its price of zł14.00 on 23 October 2020. The Polish market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 34% over the same period.
お知らせ • Jan 22+ 2 more updatesTIM S.A. to Report First Half, 2021 Final Results on Sep 22, 2021TIM S.A. announced that they will report first half, 2021 final results on Sep 22, 2021
お知らせ • Jan 21+ 4 more updatesTIM S.A. to Report First Half, 2021 Results on Jul 27, 2021TIM S.A. announced that they will report first half, 2021 results on Jul 27, 2021
お知らせ • Jan 09TIM S.A. to Report Q4, 2020 Results on Feb 10, 2021TIM S.A. announced that they will report Q4, 2020 results After-Market on Feb 10, 2021
分析記事 • Dec 31Could TIM S.A. (WSE:TIM) Have The Makings Of Another Dividend Aristocrat?Today we'll take a closer look at TIM S.A. ( WSE:TIM ) from a dividend investor's perspective. Owning a strong business...
分析記事 • Dec 17Three Days Left Until TIM S.A. (WSE:TIM) Trades Ex-DividendIt looks like TIM S.A. ( WSE:TIM ) is about to go ex-dividend in the next three days. You can purchase shares before...
Upcoming Dividend • Dec 15Upcoming Dividend of zł1.20 Per ShareWill be paid on the 30th of December to those who are registered shareholders by the 22nd of December. The trailing yield of 6.6% is in the top quartile of Polish dividend payers (5.4%), and it is higher than industry peers (4.4%).
分析記事 • Dec 15Is TIM S.A. (WSE:TIM) Popular Amongst Insiders?If you want to know who really controls TIM S.A. ( WSE:TIM ), then you'll have to look at the makeup of its share...
Is New 90 Day High Low • Dec 07New 90-day high: zł18.90The company is up 48% from its price of zł12.75 on 08 September 2020. The Polish market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 11% over the same period.
Valuation Update With 7 Day Price Move • Dec 07Market bids up stock over the past weekAfter last week's 18% share price gain to zł18.90, the stock is trading at a trailing P/E ratio of 16.7x, up from the previous P/E ratio of 14.1x. This compares to an average P/E of 10x in the Trade Distributors industry in Poland. Total returns to shareholders over the past three years are 243%.
Reported Earnings • Nov 28Third quarter 2020 earnings released: EPS zł0.47The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: zł267.7m (up 17% from 3Q 2019). Net income: zł10.4m (up 82% from 3Q 2019). Profit margin: 3.9% (up from 2.5% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 28Oponeo.pl S.A. (WSE:OPN) signed a conditional agreement to acquire Rotopino.pl S.A. from TIM S.A. (WSE:TIM) for PLN 35 million.Oponeo.pl S.A. (WSE:OPN) signed a conditional agreement to acquire Rotopino.pl S.A. from TIM S.A. (WSE:TIM) for PLN 35 million on November 27, 2020.
Is New 90 Day High Low • Nov 05New 90-day high: zł14.45The company is up 4.0% from its price of zł13.90 on 07 August 2020. The Polish market is down 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is down 17% over the same period.
Reported Earnings • Sep 25First half earnings releasedOver the last 12 months the company has reported total profits of zł20.5m, up 21% from the prior year. Total revenue was zł966.1m over the last 12 months, up 13% from the prior year.