View ValuationAsseco South Eastern Europe 将来の成長Future 基準チェック /16 Asseco South Eastern Europeは収益が増加すると予測されています。主要情報n/a収益成長率n/aEPS成長率IT 収益成長13.5%収益成長率10.4%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日28 Apr 2026今後の成長に関する最新情報Price Target Changed • Mar 06Price target increased by 7.3% to zł59.00Up from zł55.00, the current price target is an average from 2 analysts. New target price is 13% above last closing price of zł52.00. Stock is up 7.7% over the past year. The company posted earnings per share of zł3.84 last year.Price Target Changed • May 31Price target increased by 9.7% to zł53.00Up from zł48.33, the current price target is an average from 3 analysts. New target price is 5.6% above last closing price of zł50.20. Stock is up 8.0% over the past year. The company posted earnings per share of zł3.63 last year.すべての更新を表示Recent updatesDeclared Dividend • May 08Dividend increased to zł1.95Dividend of zł1.95 is 11% higher than last year. Ex-date: 23rd June 2026 Payment date: 1st July 2026 Dividend yield will be 3.3%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 11% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • May 07Asseco South Eastern Europe S.A., Annual General Meeting, Jun 01, 2026Asseco South Eastern Europe S.A., Annual General Meeting, Jun 01, 2026, at 13:00 Central European Standard Time.お知らせ • May 02Asseco South Eastern Europe S.A. to Report First Half, 2026 Results on Jul 31, 2026Asseco South Eastern Europe S.A. announced that they will report first half, 2026 results on Jul 31, 2026Reported Earnings • Mar 02Full year 2025 earnings released: EPS: zł3.82 (vs zł3.84 in FY 2024)Full year 2025 results: EPS: zł3.82 (down from zł3.84 in FY 2024). Revenue: zł1.80b (up 5.3% from FY 2024). Net income: zł198.3m (flat on FY 2024). Profit margin: 11% (in line with FY 2024). Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 10Asseco South Eastern Europe S.A. to Report Fiscal Year 2025 Results on Feb 25, 2026Asseco South Eastern Europe S.A. announced that they will report fiscal year 2025 results on Feb 25, 2026分析記事 • Feb 07A Look At The Fair Value Of Asseco South Eastern Europe S.A. (WSE:ASE)Key Insights The projected fair value for Asseco South Eastern Europe is zł71.12 based on 2 Stage Free Cash Flow to...Valuation Update With 7 Day Price Move • Jan 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł77.00, the stock trades at a trailing P/E ratio of 20.9x. Average forward P/E is 16x in the IT industry in Poland. Total returns to shareholders of 70% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł71.74 per share.分析記事 • Dec 03Is Asseco South Eastern Europe (WSE:ASE) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...分析記事 • Nov 01Concerns Surrounding Asseco South Eastern Europe's (WSE:ASE) PerformanceThe market shrugged off Asseco South Eastern Europe S.A.'s ( WSE:ASE ) solid earnings report. We think that investors...分析記事 • Oct 29Slowing Rates Of Return At Asseco South Eastern Europe (WSE:ASE) Leave Little Room For ExcitementIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...分析記事 • Oct 07Asseco South Eastern Europe S.A.'s (WSE:ASE) Share Price Not Quite Adding UpWith a price-to-earnings (or "P/E") ratio of 19.7x Asseco South Eastern Europe S.A. ( WSE:ASE ) may be sending bearish...分析記事 • Aug 29Calculating The Fair Value Of Asseco South Eastern Europe S.A. (WSE:ASE)Key Insights Asseco South Eastern Europe's estimated fair value is zł76.26 based on 2 Stage Free Cash Flow to Equity...Reported Earnings • Aug 04Second quarter 2025 earnings released: EPS: zł0.81 (vs zł0.77 in 2Q 2024)Second quarter 2025 results: EPS: zł0.81 (up from zł0.77 in 2Q 2024). Revenue: zł426.4m (up 7.2% from 2Q 2024). Net income: zł42.2m (up 5.4% from 2Q 2024). Profit margin: 9.9% (in line with 2Q 2024). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.分析記事 • Jun 27Asseco South Eastern Europe S.A.'s (WSE:ASE) Popularity With Investors Is Under Threat From OverpricingWhen close to half the companies in Poland have price-to-earnings ratios (or "P/E's") below 12x, you may consider...Upcoming Dividend • Jun 25Upcoming dividend of zł1.75 per shareEligible shareholders must have bought the stock before 02 July 2025. Payment date: 10 July 2025. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Polish dividend payers (7.1%). In line with average of industry peers (2.4%).Buy Or Sell Opportunity • May 28Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 39% to zł72.50. The fair value is estimated to be zł57.23, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.2% over the last 3 years. Earnings per share has grown by 3.0%.お知らせ • May 09Asseco South Eastern Europe S.A., Annual General Meeting, Jun 04, 2025Asseco South Eastern Europe S.A., Annual General Meeting, Jun 04, 2025.分析記事 • May 02Why Asseco South Eastern Europe's (WSE:ASE) Shaky Earnings Are Just The Beginning Of Its ProblemsAsseco South Eastern Europe S.A.'s ( WSE:ASE ) recent weak earnings report didn't cause a big stock movement. We think...Reported Earnings • Apr 25First quarter 2025 earnings released: EPS: zł0.69 (vs zł0.91 in 1Q 2024)First quarter 2025 results: EPS: zł0.69 (down from zł0.91 in 1Q 2024). Revenue: zł400.3m (up 9.1% from 1Q 2024). Net income: zł35.8m (down 24% from 1Q 2024). Profit margin: 9.0% (down from 13% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 7% per year.分析記事 • Apr 08Return Trends At Asseco South Eastern Europe (WSE:ASE) Aren't AppealingFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Mar 21A Look At The Intrinsic Value Of Asseco South Eastern Europe S.A. (WSE:ASE)Key Insights Asseco South Eastern Europe's estimated fair value is zł58.74 based on 2 Stage Free Cash Flow to Equity...Price Target Changed • Mar 06Price target increased by 7.3% to zł59.00Up from zł55.00, the current price target is an average from 2 analysts. New target price is 13% above last closing price of zł52.00. Stock is up 7.7% over the past year. The company posted earnings per share of zł3.84 last year.Reported Earnings • Feb 28Full year 2024 earnings released: EPS: zł3.84 (vs zł3.86 in FY 2023)Full year 2024 results: EPS: zł3.84 (down from zł3.86 in FY 2023). Revenue: zł1.71b (up 4.0% from FY 2023). Net income: zł199.2m (flat on FY 2023). Profit margin: 12% (in line with FY 2023). Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 4% per year.お知らせ • Jan 17+ 3 more updatesAsseco South Eastern Europe S.A. to Report Q3, 2025 Results on Oct 23, 2025Asseco South Eastern Europe S.A. announced that they will report Q3, 2025 results on Oct 23, 2025分析記事 • Oct 31Asseco South Eastern Europe's (WSE:ASE) Profits May Not Reveal Underlying IssuesAsseco South Eastern Europe S.A.'s ( WSE:ASE ) healthy profit numbers didn't contain any surprises for investors...Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: zł1.04 (vs zł1.21 in 3Q 2023)Third quarter 2024 results: EPS: zł1.04 (down from zł1.21 in 3Q 2023). Revenue: zł444.8m (up 12% from 3Q 2023). Net income: zł54.0m (down 14% from 3Q 2023). Profit margin: 12% (down from 16% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Oct 18Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 2.2% to zł51.00. The fair value is estimated to be zł42.41, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 12%.Reported Earnings • Aug 04Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł397.6m (up 5.9% from 2Q 2023). Net income: zł40.1m (down 15% from 2Q 2023). Profit margin: 10% (down from 13% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Jul 09Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at zł50.00. The fair value is estimated to be zł63.35, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 15%.Buy Or Sell Opportunity • Jul 01Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at zł50.80. The fair value is estimated to be zł63.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 15%.Upcoming Dividend • Jun 05Upcoming dividend of zł1.65 per shareEligible shareholders must have bought the stock before 12 June 2024. Payment date: 20 June 2024. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Polish dividend payers (7.8%). Higher than average of industry peers (2.5%).Reported Earnings • Apr 25First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: zł367.1m (down 3.4% from 1Q 2023). Net income: zł47.0m (up 3.3% from 1Q 2023). Profit margin: 13% (in line with 1Q 2023). Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the IT industry in Europe.お知らせ • Apr 11Asseco South Eastern Europe S.A., Annual General Meeting, May 07, 2024Asseco South Eastern Europe S.A., Annual General Meeting, May 07, 2024, at 10:00 Central European Standard Time.分析記事 • Mar 19Asseco South Eastern Europe (WSE:ASE) Is Doing The Right Things To Multiply Its Share PriceIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...Buy Or Sell Opportunity • Mar 07Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at zł47.60. The fair value is estimated to be zł60.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 18%.Reported Earnings • Feb 29Full year 2023 earnings released: EPS: zł3.86 (vs zł3.63 in FY 2022)Full year 2023 results: EPS: zł3.86 (up from zł3.63 in FY 2022). Revenue: zł1.64b (up 4.9% from FY 2022). Net income: zł200.4m (up 6.4% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the IT industry in Europe. 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.お知らせ • Feb 16Asseco South Eastern Europe S.A. Recommends Dividend for Year the 2023Asseco South Eastern Europe S.A. recommended the payment of a PLN 1.65 (EUR 0.38) dividend per share from the 2023 profit, the company said in a market filing.お知らせ • Jan 12+ 3 more updatesAsseco South Eastern Europe S.A. to Report Q3, 2024 Results on Oct 23, 2024Asseco South Eastern Europe S.A. announced that they will report Q3, 2024 results on Oct 23, 2024お知らせ • Dec 22Asseco South Eastern Europe S.A. (WSE:ASE) acquired unknown majority stake in Dwelt d.o.o.Asseco South Eastern Europe S.A. (WSE:ASE) acquired unknown majority stake in Dwelt d.o.o. on December 21, 2023.Asseco South Eastern Europe S.A. (WSE:ASE) completed the acquisition of unknown majority stake in Dwelt d.o.o. on December 21, 2023.Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: zł1.21 (vs zł0.97 in 3Q 2022)Third quarter 2023 results: EPS: zł1.21 (up from zł0.97 in 3Q 2022). Revenue: zł398.3m (down 5.0% from 3Q 2022). Net income: zł62.5m (up 24% from 3Q 2022). Profit margin: 16% (up from 12% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: zł0.91 (vs zł1.23 in 2Q 2022)Second quarter 2023 results: EPS: zł0.91 (down from zł1.23 in 2Q 2022). Revenue: zł375.5m (up 7.3% from 2Q 2022). Net income: zł47.1m (down 26% from 2Q 2022). Profit margin: 13% (down from 18% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Jul 20Now 20% undervaluedOver the last 90 days, the stock is up 2.0%. The fair value is estimated to be zł64.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 25%.Buying Opportunity • Jun 30Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 6.4%. The fair value is estimated to be zł59.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 25%.Upcoming Dividend • Jun 22Upcoming dividend of zł1.46 per share at 3.1% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 13 July 2023. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Polish dividend payers (7.4%). In line with average of industry peers (3.1%).Buying Opportunity • Jun 12Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 1.2%. The fair value is estimated to be zł59.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 25%.分析記事 • Jun 01Asseco South Eastern Europe (WSE:ASE) Will Pay A Larger Dividend Than Last Year At PLN1.46Asseco South Eastern Europe S.A. ( WSE:ASE ) has announced that it will be increasing its dividend from last year's...お知らせ • May 31Asseco South Eastern Europe S.A., Annual General Meeting, Jun 22, 2023Asseco South Eastern Europe S.A., Annual General Meeting, Jun 22, 2023, at 11:00 Central European Standard Time.Price Target Changed • May 31Price target increased by 9.7% to zł53.00Up from zł48.33, the current price target is an average from 3 analysts. New target price is 5.6% above last closing price of zł50.20. Stock is up 8.0% over the past year. The company posted earnings per share of zł3.63 last year.Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: zł0.88 (vs zł0.75 in 1Q 2022)First quarter 2023 results: EPS: zł0.88 (up from zł0.75 in 1Q 2022). Revenue: zł380.1m (up 22% from 1Q 2022). Net income: zł45.5m (up 16% from 1Q 2022). Profit margin: 12% (in line with 1Q 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 2 years, compared to a 7.1% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Mar 22Now 20% undervaluedOver the last 90 days, the stock is up 8.6%. The fair value is estimated to be zł60.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 11% in a year. Earnings is forecast to decline by 11% in the next year.分析記事 • Jan 31Do Asseco South Eastern Europe's (WSE:ASE) Earnings Warrant Your Attention?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...お知らせ • Jan 10+ 3 more updatesAsseco South Eastern Europe S.A. to Report First Half, 2023 Results on Aug 02, 2023Asseco South Eastern Europe S.A. announced that they will report first half, 2023 results on Aug 02, 2023Buying Opportunity • Dec 09Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 5.9%. The fair value is estimated to be zł56.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 28%.Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: zł0.97 (vs zł0.73 in 3Q 2021)Third quarter 2022 results: EPS: zł0.97 (up from zł0.73 in 3Q 2021). Revenue: zł419.5m (up 59% from 3Q 2021). Net income: zł50.3m (up 33% from 3Q 2021). Profit margin: 12% (down from 14% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the IT industry in Poland. Over the last 3 years on average, earnings per share has increased by 28% per year whereas the company’s share price has increased by 26% per year.Reported Earnings • Aug 19Second quarter 2022 earnings released: EPS: zł1.25 (vs zł0.64 in 2Q 2021)Second quarter 2022 results: EPS: zł1.25 (up from zł0.64 in 2Q 2021). Revenue: zł349.4m (up 28% from 2Q 2021). Net income: zł65.0m (up 95% from 2Q 2021). Profit margin: 19% (up from 12% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.8%, compared to a 10% growth forecast for the IT industry in Poland. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Aug 15Asseco South Eastern Europe (WSE:ASE) Has A Rock Solid Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Valuation Update With 7 Day Price Move • Aug 02Investor sentiment improved over the past weekAfter last week's 15% share price gain to zł46.20, the stock trades at a trailing P/E ratio of 15.2x. Average forward P/E is 20x in the IT industry in Poland. Total returns to shareholders of 177% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł74.80 per share.分析記事 • Aug 02We Like These Underlying Return On Capital Trends At Asseco South Eastern Europe (WSE:ASE)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...分析記事 • Jun 22Asseco South Eastern Europe's (WSE:ASE) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Asseco South Eastern Europe S.A. ( WSE:ASE ) has announced that it will be increasing its dividend on the...Upcoming Dividend • Jun 21Upcoming dividend of zł1.28 per shareEligible shareholders must have bought the stock before 28 June 2022. Payment date: 12 July 2022. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Polish dividend payers (8.3%). Lower than average of industry peers (3.9%).分析記事 • Jun 18Is There An Opportunity With Asseco South Eastern Europe S.A.'s (WSE:ASE) 41% Undervaluation?Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Asseco South Eastern...分析記事 • May 29Asseco South Eastern Europe (WSE:ASE) Is Increasing Its Dividend To zł1.28Asseco South Eastern Europe S.A.'s ( WSE:ASE ) dividend will be increasing to zł1.28 on 12th of July. Based on the...Reported Earnings • May 01First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: zł311.2m (up 23% from 1Q 2021). Net income: zł39.1m (up 23% from 1Q 2021). Profit margin: 13% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 11%, compared to a 8.7% growth forecast for the industry in Poland.分析記事 • Mar 21Asseco South Eastern Europe (WSE:ASE) Seems To Use Debt Rather SparinglyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...分析記事 • Dec 22Does Asseco South Eastern Europe (WSE:ASE) Deserve A Spot On Your Watchlist?It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...分析記事 • Nov 09Asseco South Eastern Europe (WSE:ASE) Seems To Use Debt Rather SparinglyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Oct 30Third quarter 2021 earnings released: EPS zł0.73 (vs zł0.61 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: zł264.3m (up 16% from 3Q 2020). Net income: zł37.7m (up 20% from 3Q 2020). Profit margin: 14% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Oct 13There's Been No Shortage Of Growth Recently For Asseco South Eastern Europe's (WSE:ASE) Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Reported Earnings • Aug 06Second quarter 2021 earnings released: EPS zł0.64 (vs zł0.52 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: zł273.0m (up 17% from 2Q 2020). Net income: zł33.4m (up 24% from 2Q 2020). Profit margin: 12% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jun 16Upcoming dividend of zł1.00 per shareEligible shareholders must have bought the stock before 23 June 2021. Payment date: 07 July 2021. Trailing yield: 2.6%. Lower than top quartile of Polish dividend payers (5.8%). In line with average of industry peers (2.7%).分析記事 • May 18Does Asseco South Eastern Europe (WSE:ASE) Deserve A Spot On Your Watchlist?It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...Reported Earnings • Apr 30First quarter 2021 earnings released: EPS zł0.61 (vs zł0.45 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: zł252.8m (up 9.4% from 1Q 2020). Net income: zł31.7m (up 35% from 1Q 2020). Profit margin: 13% (up from 10% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Apr 29Estimating The Intrinsic Value Of Asseco South Eastern Europe S.A. (WSE:ASE)Does the April share price for Asseco South Eastern Europe S.A. ( WSE:ASE ) reflect what it's really worth? Today, we...分析記事 • Apr 05Asseco South Eastern Europe (WSE:ASE) Is Doing The Right Things To Multiply Its Share PriceIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Mar 21Is Asseco South Eastern Europe S.A.'s (WSE:ASE) Latest Stock Performance Being Led By Its Strong Fundamentals?Asseco South Eastern Europe's (WSE:ASE) stock is up by 2.0% over the past month. Since the market usually pay for a...分析記事 • Mar 06Asseco South Eastern Europe S.A. (WSE:ASE) Is An Attractive Dividend Stock - Here's WhyIs Asseco South Eastern Europe S.A. ( WSE:ASE ) a good dividend stock? How can we tell? Dividend paying companies with...Analyst Estimate Surprise Post Earnings • Mar 05Revenue beats expectationsRevenue exceeded analyst estimates by 1.4%. Over the next year, revenue is forecast to grow 7.7%, compared to a 8.8% growth forecast for the IT industry in Poland.Reported Earnings • Mar 05Full year 2020 earnings released: EPS zł2.25 (vs zł1.73 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: zł1.03b (up 17% from FY 2019). Net income: zł116.5m (up 30% from FY 2019). Profit margin: 11% (up from 10% 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 27% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.Is New 90 Day High Low • Mar 01New 90-day low: zł37.50The company is down 6.0% from its price of zł39.70 on 01 December 2020. The Polish market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is zł40.05 per share.分析記事 • Feb 21We Think Asseco South Eastern Europe (WSE:ASE) Can Manage Its Debt With EaseHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Feb 08Did You Participate In Any Of Asseco South Eastern Europe's (WSE:ASE) Incredible 420% Return?We think all investors should try to buy and hold high quality multi-year winners. While not every stock performs well...Is New 90 Day High Low • Feb 03New 90-day low: zł38.50The company is down 6.0% from its price of zł40.90 on 05 November 2020. The Polish market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is zł40.68 per share.分析記事 • Jan 26A Look At The Intrinsic Value Of Asseco South Eastern Europe S.A. (WSE:ASE)In this article we are going to estimate the intrinsic value of Asseco South Eastern Europe S.A. ( WSE:ASE ) by...分析記事 • Jan 13What Is The Ownership Structure Like For Asseco South Eastern Europe S.A. (WSE:ASE)?If you want to know who really controls Asseco South Eastern Europe S.A. ( WSE:ASE ), then you'll have to look at the...分析記事 • Dec 30Does Asseco South Eastern Europe (WSE:ASE) Have The Makings Of A Multi-Bagger?There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...お知らせ • Dec 23+ 3 more updatesAsseco South Eastern Europe S.A. to Report Q2, 2021 Results on Aug 04, 2021Asseco South Eastern Europe S.A. announced that they will report Q2, 2021 results on Aug 04, 2021業績と収益の成長予測WSE:ASE - アナリストの将来予測と過去の財務データ ( )PLN 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12/31/20282,497N/A258411212/31/20272,303N/A243361212/31/20261,729N/A20733423/31/20261,833210263340N/A12/31/20251,799198237317N/A9/30/20251,763192215332N/A6/30/20251,770190201310N/A3/31/20251,741188170272N/A12/31/20241,708199111204N/A9/30/20241,698186147210N/A6/30/20241,652195164224N/A3/31/20241,630202204262N/A12/31/20231,643200248310N/A9/30/20231,639190166221N/A6/30/20231,660177196255N/A3/31/20231,634195189252N/A12/31/20221,565188181241N/A9/30/20221,437200194249N/A6/30/20221,282187176224N/A3/31/20221,206156195239N/A12/31/20211,147149195235N/A9/30/20211,125137203238N/A6/30/20211,088130192228N/A3/31/20211,048124200235N/A12/31/20201,026116169205N/A9/30/2020967110177214N/A6/30/2020969104155195N/A3/31/202093495103151N/A12/31/201988190N/A159N/A9/30/201982782N/A118N/A6/30/201975074N/A133N/A3/31/201971172N/A120N/A12/31/201867065N/A121N/A9/30/201860963N/A114N/A6/30/201858556N/A81N/A3/31/201857656N/A97N/A12/31/201757155N/A94N/A9/30/201759057N/A100N/A6/30/201759357N/A90N/A3/31/201758453N/A100N/A12/31/201657151N/A88N/A9/30/201653142N/A54N/A6/30/201652744N/A75N/A3/31/201650944N/A66N/A12/31/201548744N/A75N/A9/30/201551346N/A85N/A6/30/201550143N/A67N/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: ASEの予測収益成長が 貯蓄率 ( 5.3% ) 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: ASEの収益がPolish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: ASE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: ASEの収益 ( 10.4% ) Polish市場 ( 4.6% ) よりも速いペースで成長すると予測されています。高い収益成長: ASEの収益 ( 10.4% ) 20%よりも低い成長が予測されています。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: ASE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7D1Y7D1Y7D1YSoftware 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2026/06/05 00:53終値2026/06/05 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Asseco South Eastern Europe S.A. 2 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。8 アナリスト機関Kamil KliszczBiuro maklerskie mBankuPawel SzpigielBiuro maklerskie mBankuBeata Szparaga-WasniewskaBiuro maklerskie mBanku5 その他のアナリストを表示
Price Target Changed • Mar 06Price target increased by 7.3% to zł59.00Up from zł55.00, the current price target is an average from 2 analysts. New target price is 13% above last closing price of zł52.00. Stock is up 7.7% over the past year. The company posted earnings per share of zł3.84 last year.
Price Target Changed • May 31Price target increased by 9.7% to zł53.00Up from zł48.33, the current price target is an average from 3 analysts. New target price is 5.6% above last closing price of zł50.20. Stock is up 8.0% over the past year. The company posted earnings per share of zł3.63 last year.
Declared Dividend • May 08Dividend increased to zł1.95Dividend of zł1.95 is 11% higher than last year. Ex-date: 23rd June 2026 Payment date: 1st July 2026 Dividend yield will be 3.3%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 11% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • May 07Asseco South Eastern Europe S.A., Annual General Meeting, Jun 01, 2026Asseco South Eastern Europe S.A., Annual General Meeting, Jun 01, 2026, at 13:00 Central European Standard Time.
お知らせ • May 02Asseco South Eastern Europe S.A. to Report First Half, 2026 Results on Jul 31, 2026Asseco South Eastern Europe S.A. announced that they will report first half, 2026 results on Jul 31, 2026
Reported Earnings • Mar 02Full year 2025 earnings released: EPS: zł3.82 (vs zł3.84 in FY 2024)Full year 2025 results: EPS: zł3.82 (down from zł3.84 in FY 2024). Revenue: zł1.80b (up 5.3% from FY 2024). Net income: zł198.3m (flat on FY 2024). Profit margin: 11% (in line with FY 2024). Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 10Asseco South Eastern Europe S.A. to Report Fiscal Year 2025 Results on Feb 25, 2026Asseco South Eastern Europe S.A. announced that they will report fiscal year 2025 results on Feb 25, 2026
分析記事 • Feb 07A Look At The Fair Value Of Asseco South Eastern Europe S.A. (WSE:ASE)Key Insights The projected fair value for Asseco South Eastern Europe is zł71.12 based on 2 Stage Free Cash Flow to...
Valuation Update With 7 Day Price Move • Jan 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł77.00, the stock trades at a trailing P/E ratio of 20.9x. Average forward P/E is 16x in the IT industry in Poland. Total returns to shareholders of 70% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł71.74 per share.
分析記事 • Dec 03Is Asseco South Eastern Europe (WSE:ASE) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
分析記事 • Nov 01Concerns Surrounding Asseco South Eastern Europe's (WSE:ASE) PerformanceThe market shrugged off Asseco South Eastern Europe S.A.'s ( WSE:ASE ) solid earnings report. We think that investors...
分析記事 • Oct 29Slowing Rates Of Return At Asseco South Eastern Europe (WSE:ASE) Leave Little Room For ExcitementIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
分析記事 • Oct 07Asseco South Eastern Europe S.A.'s (WSE:ASE) Share Price Not Quite Adding UpWith a price-to-earnings (or "P/E") ratio of 19.7x Asseco South Eastern Europe S.A. ( WSE:ASE ) may be sending bearish...
分析記事 • Aug 29Calculating The Fair Value Of Asseco South Eastern Europe S.A. (WSE:ASE)Key Insights Asseco South Eastern Europe's estimated fair value is zł76.26 based on 2 Stage Free Cash Flow to Equity...
Reported Earnings • Aug 04Second quarter 2025 earnings released: EPS: zł0.81 (vs zł0.77 in 2Q 2024)Second quarter 2025 results: EPS: zł0.81 (up from zł0.77 in 2Q 2024). Revenue: zł426.4m (up 7.2% from 2Q 2024). Net income: zł42.2m (up 5.4% from 2Q 2024). Profit margin: 9.9% (in line with 2Q 2024). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
分析記事 • Jun 27Asseco South Eastern Europe S.A.'s (WSE:ASE) Popularity With Investors Is Under Threat From OverpricingWhen close to half the companies in Poland have price-to-earnings ratios (or "P/E's") below 12x, you may consider...
Upcoming Dividend • Jun 25Upcoming dividend of zł1.75 per shareEligible shareholders must have bought the stock before 02 July 2025. Payment date: 10 July 2025. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Polish dividend payers (7.1%). In line with average of industry peers (2.4%).
Buy Or Sell Opportunity • May 28Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 39% to zł72.50. The fair value is estimated to be zł57.23, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.2% over the last 3 years. Earnings per share has grown by 3.0%.
お知らせ • May 09Asseco South Eastern Europe S.A., Annual General Meeting, Jun 04, 2025Asseco South Eastern Europe S.A., Annual General Meeting, Jun 04, 2025.
分析記事 • May 02Why Asseco South Eastern Europe's (WSE:ASE) Shaky Earnings Are Just The Beginning Of Its ProblemsAsseco South Eastern Europe S.A.'s ( WSE:ASE ) recent weak earnings report didn't cause a big stock movement. We think...
Reported Earnings • Apr 25First quarter 2025 earnings released: EPS: zł0.69 (vs zł0.91 in 1Q 2024)First quarter 2025 results: EPS: zł0.69 (down from zł0.91 in 1Q 2024). Revenue: zł400.3m (up 9.1% from 1Q 2024). Net income: zł35.8m (down 24% from 1Q 2024). Profit margin: 9.0% (down from 13% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 7% per year.
分析記事 • Apr 08Return Trends At Asseco South Eastern Europe (WSE:ASE) Aren't AppealingFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • Mar 21A Look At The Intrinsic Value Of Asseco South Eastern Europe S.A. (WSE:ASE)Key Insights Asseco South Eastern Europe's estimated fair value is zł58.74 based on 2 Stage Free Cash Flow to Equity...
Price Target Changed • Mar 06Price target increased by 7.3% to zł59.00Up from zł55.00, the current price target is an average from 2 analysts. New target price is 13% above last closing price of zł52.00. Stock is up 7.7% over the past year. The company posted earnings per share of zł3.84 last year.
Reported Earnings • Feb 28Full year 2024 earnings released: EPS: zł3.84 (vs zł3.86 in FY 2023)Full year 2024 results: EPS: zł3.84 (down from zł3.86 in FY 2023). Revenue: zł1.71b (up 4.0% from FY 2023). Net income: zł199.2m (flat on FY 2023). Profit margin: 12% (in line with FY 2023). Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 4% per year.
お知らせ • Jan 17+ 3 more updatesAsseco South Eastern Europe S.A. to Report Q3, 2025 Results on Oct 23, 2025Asseco South Eastern Europe S.A. announced that they will report Q3, 2025 results on Oct 23, 2025
分析記事 • Oct 31Asseco South Eastern Europe's (WSE:ASE) Profits May Not Reveal Underlying IssuesAsseco South Eastern Europe S.A.'s ( WSE:ASE ) healthy profit numbers didn't contain any surprises for investors...
Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: zł1.04 (vs zł1.21 in 3Q 2023)Third quarter 2024 results: EPS: zł1.04 (down from zł1.21 in 3Q 2023). Revenue: zł444.8m (up 12% from 3Q 2023). Net income: zł54.0m (down 14% from 3Q 2023). Profit margin: 12% (down from 16% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Oct 18Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 2.2% to zł51.00. The fair value is estimated to be zł42.41, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 12%.
Reported Earnings • Aug 04Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł397.6m (up 5.9% from 2Q 2023). Net income: zł40.1m (down 15% from 2Q 2023). Profit margin: 10% (down from 13% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Jul 09Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at zł50.00. The fair value is estimated to be zł63.35, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 15%.
Buy Or Sell Opportunity • Jul 01Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at zł50.80. The fair value is estimated to be zł63.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 15%.
Upcoming Dividend • Jun 05Upcoming dividend of zł1.65 per shareEligible shareholders must have bought the stock before 12 June 2024. Payment date: 20 June 2024. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Polish dividend payers (7.8%). Higher than average of industry peers (2.5%).
Reported Earnings • Apr 25First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: zł367.1m (down 3.4% from 1Q 2023). Net income: zł47.0m (up 3.3% from 1Q 2023). Profit margin: 13% (in line with 1Q 2023). Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the IT industry in Europe.
お知らせ • Apr 11Asseco South Eastern Europe S.A., Annual General Meeting, May 07, 2024Asseco South Eastern Europe S.A., Annual General Meeting, May 07, 2024, at 10:00 Central European Standard Time.
分析記事 • Mar 19Asseco South Eastern Europe (WSE:ASE) Is Doing The Right Things To Multiply Its Share PriceIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
Buy Or Sell Opportunity • Mar 07Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at zł47.60. The fair value is estimated to be zł60.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 18%.
Reported Earnings • Feb 29Full year 2023 earnings released: EPS: zł3.86 (vs zł3.63 in FY 2022)Full year 2023 results: EPS: zł3.86 (up from zł3.63 in FY 2022). Revenue: zł1.64b (up 4.9% from FY 2022). Net income: zł200.4m (up 6.4% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the IT industry in Europe. 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.
お知らせ • Feb 16Asseco South Eastern Europe S.A. Recommends Dividend for Year the 2023Asseco South Eastern Europe S.A. recommended the payment of a PLN 1.65 (EUR 0.38) dividend per share from the 2023 profit, the company said in a market filing.
お知らせ • Jan 12+ 3 more updatesAsseco South Eastern Europe S.A. to Report Q3, 2024 Results on Oct 23, 2024Asseco South Eastern Europe S.A. announced that they will report Q3, 2024 results on Oct 23, 2024
お知らせ • Dec 22Asseco South Eastern Europe S.A. (WSE:ASE) acquired unknown majority stake in Dwelt d.o.o.Asseco South Eastern Europe S.A. (WSE:ASE) acquired unknown majority stake in Dwelt d.o.o. on December 21, 2023.Asseco South Eastern Europe S.A. (WSE:ASE) completed the acquisition of unknown majority stake in Dwelt d.o.o. on December 21, 2023.
Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: zł1.21 (vs zł0.97 in 3Q 2022)Third quarter 2023 results: EPS: zł1.21 (up from zł0.97 in 3Q 2022). Revenue: zł398.3m (down 5.0% from 3Q 2022). Net income: zł62.5m (up 24% from 3Q 2022). Profit margin: 16% (up from 12% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: zł0.91 (vs zł1.23 in 2Q 2022)Second quarter 2023 results: EPS: zł0.91 (down from zł1.23 in 2Q 2022). Revenue: zł375.5m (up 7.3% from 2Q 2022). Net income: zł47.1m (down 26% from 2Q 2022). Profit margin: 13% (down from 18% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Jul 20Now 20% undervaluedOver the last 90 days, the stock is up 2.0%. The fair value is estimated to be zł64.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 25%.
Buying Opportunity • Jun 30Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 6.4%. The fair value is estimated to be zł59.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 25%.
Upcoming Dividend • Jun 22Upcoming dividend of zł1.46 per share at 3.1% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 13 July 2023. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Polish dividend payers (7.4%). In line with average of industry peers (3.1%).
Buying Opportunity • Jun 12Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 1.2%. The fair value is estimated to be zł59.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 25%.
分析記事 • Jun 01Asseco South Eastern Europe (WSE:ASE) Will Pay A Larger Dividend Than Last Year At PLN1.46Asseco South Eastern Europe S.A. ( WSE:ASE ) has announced that it will be increasing its dividend from last year's...
お知らせ • May 31Asseco South Eastern Europe S.A., Annual General Meeting, Jun 22, 2023Asseco South Eastern Europe S.A., Annual General Meeting, Jun 22, 2023, at 11:00 Central European Standard Time.
Price Target Changed • May 31Price target increased by 9.7% to zł53.00Up from zł48.33, the current price target is an average from 3 analysts. New target price is 5.6% above last closing price of zł50.20. Stock is up 8.0% over the past year. The company posted earnings per share of zł3.63 last year.
Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: zł0.88 (vs zł0.75 in 1Q 2022)First quarter 2023 results: EPS: zł0.88 (up from zł0.75 in 1Q 2022). Revenue: zł380.1m (up 22% from 1Q 2022). Net income: zł45.5m (up 16% from 1Q 2022). Profit margin: 12% (in line with 1Q 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 2 years, compared to a 7.1% growth forecast for the IT industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Mar 22Now 20% undervaluedOver the last 90 days, the stock is up 8.6%. The fair value is estimated to be zł60.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 11% in a year. Earnings is forecast to decline by 11% in the next year.
分析記事 • Jan 31Do Asseco South Eastern Europe's (WSE:ASE) Earnings Warrant Your Attention?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
お知らせ • Jan 10+ 3 more updatesAsseco South Eastern Europe S.A. to Report First Half, 2023 Results on Aug 02, 2023Asseco South Eastern Europe S.A. announced that they will report first half, 2023 results on Aug 02, 2023
Buying Opportunity • Dec 09Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 5.9%. The fair value is estimated to be zł56.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 28%.
Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: zł0.97 (vs zł0.73 in 3Q 2021)Third quarter 2022 results: EPS: zł0.97 (up from zł0.73 in 3Q 2021). Revenue: zł419.5m (up 59% from 3Q 2021). Net income: zł50.3m (up 33% from 3Q 2021). Profit margin: 12% (down from 14% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the IT industry in Poland. Over the last 3 years on average, earnings per share has increased by 28% per year whereas the company’s share price has increased by 26% per year.
Reported Earnings • Aug 19Second quarter 2022 earnings released: EPS: zł1.25 (vs zł0.64 in 2Q 2021)Second quarter 2022 results: EPS: zł1.25 (up from zł0.64 in 2Q 2021). Revenue: zł349.4m (up 28% from 2Q 2021). Net income: zł65.0m (up 95% from 2Q 2021). Profit margin: 19% (up from 12% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.8%, compared to a 10% growth forecast for the IT industry in Poland. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Aug 15Asseco South Eastern Europe (WSE:ASE) Has A Rock Solid Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Valuation Update With 7 Day Price Move • Aug 02Investor sentiment improved over the past weekAfter last week's 15% share price gain to zł46.20, the stock trades at a trailing P/E ratio of 15.2x. Average forward P/E is 20x in the IT industry in Poland. Total returns to shareholders of 177% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł74.80 per share.
分析記事 • Aug 02We Like These Underlying Return On Capital Trends At Asseco South Eastern Europe (WSE:ASE)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
分析記事 • Jun 22Asseco South Eastern Europe's (WSE:ASE) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Asseco South Eastern Europe S.A. ( WSE:ASE ) has announced that it will be increasing its dividend on the...
Upcoming Dividend • Jun 21Upcoming dividend of zł1.28 per shareEligible shareholders must have bought the stock before 28 June 2022. Payment date: 12 July 2022. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Polish dividend payers (8.3%). Lower than average of industry peers (3.9%).
分析記事 • Jun 18Is There An Opportunity With Asseco South Eastern Europe S.A.'s (WSE:ASE) 41% Undervaluation?Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Asseco South Eastern...
分析記事 • May 29Asseco South Eastern Europe (WSE:ASE) Is Increasing Its Dividend To zł1.28Asseco South Eastern Europe S.A.'s ( WSE:ASE ) dividend will be increasing to zł1.28 on 12th of July. Based on the...
Reported Earnings • May 01First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: zł311.2m (up 23% from 1Q 2021). Net income: zł39.1m (up 23% from 1Q 2021). Profit margin: 13% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 11%, compared to a 8.7% growth forecast for the industry in Poland.
分析記事 • Mar 21Asseco South Eastern Europe (WSE:ASE) Seems To Use Debt Rather SparinglyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
分析記事 • Dec 22Does Asseco South Eastern Europe (WSE:ASE) Deserve A Spot On Your Watchlist?It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
分析記事 • Nov 09Asseco South Eastern Europe (WSE:ASE) Seems To Use Debt Rather SparinglyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Oct 30Third quarter 2021 earnings released: EPS zł0.73 (vs zł0.61 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: zł264.3m (up 16% from 3Q 2020). Net income: zł37.7m (up 20% from 3Q 2020). Profit margin: 14% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Oct 13There's Been No Shortage Of Growth Recently For Asseco South Eastern Europe's (WSE:ASE) Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Reported Earnings • Aug 06Second quarter 2021 earnings released: EPS zł0.64 (vs zł0.52 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: zł273.0m (up 17% from 2Q 2020). Net income: zł33.4m (up 24% from 2Q 2020). Profit margin: 12% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jun 16Upcoming dividend of zł1.00 per shareEligible shareholders must have bought the stock before 23 June 2021. Payment date: 07 July 2021. Trailing yield: 2.6%. Lower than top quartile of Polish dividend payers (5.8%). In line with average of industry peers (2.7%).
分析記事 • May 18Does Asseco South Eastern Europe (WSE:ASE) Deserve A Spot On Your Watchlist?It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
Reported Earnings • Apr 30First quarter 2021 earnings released: EPS zł0.61 (vs zł0.45 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: zł252.8m (up 9.4% from 1Q 2020). Net income: zł31.7m (up 35% from 1Q 2020). Profit margin: 13% (up from 10% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Apr 29Estimating The Intrinsic Value Of Asseco South Eastern Europe S.A. (WSE:ASE)Does the April share price for Asseco South Eastern Europe S.A. ( WSE:ASE ) reflect what it's really worth? Today, we...
分析記事 • Apr 05Asseco South Eastern Europe (WSE:ASE) Is Doing The Right Things To Multiply Its Share PriceIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 • Mar 21Is Asseco South Eastern Europe S.A.'s (WSE:ASE) Latest Stock Performance Being Led By Its Strong Fundamentals?Asseco South Eastern Europe's (WSE:ASE) stock is up by 2.0% over the past month. Since the market usually pay for a...
分析記事 • Mar 06Asseco South Eastern Europe S.A. (WSE:ASE) Is An Attractive Dividend Stock - Here's WhyIs Asseco South Eastern Europe S.A. ( WSE:ASE ) a good dividend stock? How can we tell? Dividend paying companies with...
Analyst Estimate Surprise Post Earnings • Mar 05Revenue beats expectationsRevenue exceeded analyst estimates by 1.4%. Over the next year, revenue is forecast to grow 7.7%, compared to a 8.8% growth forecast for the IT industry in Poland.
Reported Earnings • Mar 05Full year 2020 earnings released: EPS zł2.25 (vs zł1.73 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: zł1.03b (up 17% from FY 2019). Net income: zł116.5m (up 30% from FY 2019). Profit margin: 11% (up from 10% 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 27% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.
Is New 90 Day High Low • Mar 01New 90-day low: zł37.50The company is down 6.0% from its price of zł39.70 on 01 December 2020. The Polish market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is zł40.05 per share.
分析記事 • Feb 21We Think Asseco South Eastern Europe (WSE:ASE) Can Manage Its Debt With EaseHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Feb 08Did You Participate In Any Of Asseco South Eastern Europe's (WSE:ASE) Incredible 420% Return?We think all investors should try to buy and hold high quality multi-year winners. While not every stock performs well...
Is New 90 Day High Low • Feb 03New 90-day low: zł38.50The company is down 6.0% from its price of zł40.90 on 05 November 2020. The Polish market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is zł40.68 per share.
分析記事 • Jan 26A Look At The Intrinsic Value Of Asseco South Eastern Europe S.A. (WSE:ASE)In this article we are going to estimate the intrinsic value of Asseco South Eastern Europe S.A. ( WSE:ASE ) by...
分析記事 • Jan 13What Is The Ownership Structure Like For Asseco South Eastern Europe S.A. (WSE:ASE)?If you want to know who really controls Asseco South Eastern Europe S.A. ( WSE:ASE ), then you'll have to look at the...
分析記事 • Dec 30Does Asseco South Eastern Europe (WSE:ASE) Have The Makings Of A Multi-Bagger?There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
お知らせ • Dec 23+ 3 more updatesAsseco South Eastern Europe S.A. to Report Q2, 2021 Results on Aug 04, 2021Asseco South Eastern Europe S.A. announced that they will report Q2, 2021 results on Aug 04, 2021