View Future GrowthAB 過去の業績過去 基準チェック /56ABは、平均年間9.6%の収益成長を遂げていますが、 Electronic業界の収益は、年間 減少しています。収益は、平均年間4.2% 4.6%収益成長率で 成長しています。 ABの自己資本利益率は12.5%であり、純利益率は1.3%です。主要情報9.57%収益成長率10.25%EPS成長率Electronic 業界の成長23.85%収益成長率4.59%株主資本利益率12.47%ネット・マージン1.31%次回の業績アップデート08 Jun 2026最近の業績更新Reported Earnings • Mar 03First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: zł5.47b (up 6.4% from 1Q 2025). Net income: zł94.6m (up 42% from 1Q 2025). Profit margin: 1.7% (up from 1.3% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 2 years, compared to a 8.7% growth forecast for the Electronic industry in Poland.Reported Earnings • Jan 24Full year 2025 earnings releasedFull year 2025 results: Revenue: zł14.9b (up 1.9% from FY 2024). Net income: zł173.9m (flat on FY 2024). Profit margin: 1.2% (in line with FY 2024). Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 9.4% growth forecast for the Electronic industry in Poland. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 28Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł3.18b (up 78% from 3Q 2024). Net income: zł33.7m (up 40% from 3Q 2024). Profit margin: 1.1% (down from 1.3% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Electronic industry in Poland.お知らせ • Aug 20AB S.A. to Report Q3, 2025 Results on Aug 27, 2025AB S.A. announced that they will report Q3, 2025 results on Aug 27, 2025Reported Earnings • Jun 06Second quarter 2025 earnings releasedSecond quarter 2025 results: Net income: zł34.8m (up 96% from 2Q 2024). Revenue is expected to decline by 1.4% p.a. on average during the next 3 years, while revenues in the Electronic industry in Poland are expected to grow by 12%.分析記事 • Mar 09Solid Earnings May Not Tell The Whole Story For AB (WSE:ABE)AB S.A.'s ( WSE:ABE ) robust recent earnings didn't do much to move the stock. We believe that shareholders have...すべての更新を表示Recent updatesUpcoming Dividend • Apr 02Upcoming dividend of zł6.45 per shareEligible shareholders must have bought the stock before 09 April 2026. Payment date: 17 April 2026. Payout ratio is a comfortable 50% but the company is not cash flow positive. Trailing yield: 5.3%. Lower than top quartile of Polish dividend payers (7.2%). Higher than average of industry peers (4.8%).Reported Earnings • Mar 03First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: zł5.47b (up 6.4% from 1Q 2025). Net income: zł94.6m (up 42% from 1Q 2025). Profit margin: 1.7% (up from 1.3% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 2 years, compared to a 8.7% growth forecast for the Electronic industry in Poland.New Risk • Mar 03New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.お知らせ • Mar 02AB S.A., Annual General Meeting, Mar 26, 2026AB S.A., Annual General Meeting, Mar 26, 2026.Declared Dividend • Mar 02Dividend increased to zł6.45Dividend of zł6.45 is 115% higher than last year. Ex-date: 9th April 2026 Payment date: 17th April 2026 Dividend yield will be 4.8%, which is lower than the industry average of 5.1%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 6.7% over the next 2 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Feb 16Why Investors Shouldn't Be Surprised By AB S.A.'s (WSE:ABE) Low P/EAB S.A.'s ( WSE:ABE ) price-to-earnings (or "P/E") ratio of 10.6x might make it look like a buy right now compared to...Reported Earnings • Jan 24Full year 2025 earnings releasedFull year 2025 results: Revenue: zł14.9b (up 1.9% from FY 2024). Net income: zł173.9m (flat on FY 2024). Profit margin: 1.2% (in line with FY 2024). Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 9.4% growth forecast for the Electronic industry in Poland. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 28Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł3.18b (up 78% from 3Q 2024). Net income: zł33.7m (up 40% from 3Q 2024). Profit margin: 1.1% (down from 1.3% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Electronic industry in Poland.お知らせ • Aug 20AB S.A. to Report Q3, 2025 Results on Aug 27, 2025AB S.A. announced that they will report Q3, 2025 results on Aug 27, 2025Reported Earnings • Jun 06Second quarter 2025 earnings releasedSecond quarter 2025 results: Net income: zł34.8m (up 96% from 2Q 2024). Revenue is expected to decline by 1.4% p.a. on average during the next 3 years, while revenues in the Electronic industry in Poland are expected to grow by 12%.Upcoming Dividend • Mar 31Upcoming dividend of zł3.00 per shareEligible shareholders must have bought the stock before 07 April 2025. Payment date: 15 April 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Polish dividend payers (7.6%). Lower than average of industry peers (4.7%).New Risk • Mar 28New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.7% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.分析記事 • Mar 09Solid Earnings May Not Tell The Whole Story For AB (WSE:ABE)AB S.A.'s ( WSE:ABE ) robust recent earnings didn't do much to move the stock. We believe that shareholders have...お知らせ • Feb 24AB S.A., Annual General Meeting, Mar 20, 2025AB S.A., Annual General Meeting, Mar 20, 2025.お知らせ • Feb 23AB S.A. announces Annual dividend, payable on April 15, 2025AB S.A. announced Annual dividend of PLN 3.0000 per share payable on April 15, 2025, ex-date on April 07, 2025 and record date on April 08, 2025.Price Target Changed • Feb 18Price target increased by 8.5% to zł132Up from zł122, the current price target is an average from 3 analysts. New target price is 27% above last closing price of zł104. Stock is up 40% over the past year. The company is forecast to post earnings per share of zł12.39 for next year compared to zł11.03 last year.Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł111, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Electronic industry in Europe. Total returns to shareholders of 119% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł147 per share.Reported Earnings • Jan 08Full year 2024 earnings releasedFull year 2024 results: Revenue: zł14.7b (down 4.7% from FY 2023). Net income: zł174.7m (up 14% from FY 2023). Profit margin: 1.2% (up from 1.0% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Electronic industry in Poland.分析記事 • Sep 20Lacklustre Performance Is Driving AB S.A.'s (WSE:ABE) Low P/EWhen close to half the companies in Poland have price-to-earnings ratios (or "P/E's") above 12x, you may consider AB...Buy Or Sell Opportunity • Sep 17Now 22% overvaluedOver the last 90 days, the stock has fallen 17% to zł90.00. The fair value is estimated to be zł73.50, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has grown by 8.9%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.Reported Earnings • Aug 28Third quarter 2024 earnings released: EPS: zł1.48 (vs zł1.23 in 3Q 2023)Third quarter 2024 results: EPS: zł1.48 (up from zł1.23 in 3Q 2023). Revenue: zł1.79b (up 2.0% from 3Q 2023). Net income: zł24.0m (up 20% from 3Q 2023). Profit margin: 1.3% (up from 1.1% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Electronic industry in Poland. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 08AB S.A. (WSE:ABE) announces an Equity Buyback for 3,200,000 shares, for PLN 100 million.AB S.A. (WSE:ABE) announces a share repurchase program. Under the program, the company will repurchase up to 3,200,000 shares, for PLN 100 million worth of stock.Reported Earnings • Jun 06Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł3.21b (down 9.3% from 2Q 2023). Net income: zł36.7m (up 15% from 2Q 2023). Profit margin: 1.1% (up from 0.9% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Electronic industry in Poland. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Apr 19Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 26% to zł92.20. The fair value is estimated to be zł76.55, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 21% in the next 2 years.Buy Or Sell Opportunity • Apr 03Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 27% to zł92.60. The fair value is estimated to be zł76.22, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 21% in the next 2 years.Upcoming Dividend • Mar 07Upcoming dividend of zł2.00 per shareEligible shareholders must have bought the stock before 14 March 2024. Payment date: 05 April 2024. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Polish dividend payers (7.4%). Lower than average of industry peers (5.0%).Reported Earnings • Feb 26First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: zł4.89b (up 2.0% from 1Q 2023). Net income: zł69.5m (up 2.4% from 1Q 2023). Profit margin: 1.4% (in line with 1Q 2023). Revenue is forecast to grow 8.8% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the Electronic 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 increased by 32% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 11AB S.A., Annual General Meeting, Mar 06, 2024AB S.A., Annual General Meeting, Mar 06, 2024, at 12:00 Central European Standard Time.New Risk • Jan 28New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 30% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.お知らせ • Nov 24AB S.A. to Report Fiscal Year 2024 Results on Jan 07, 2025AB S.A. announced that they will report fiscal year 2024 results on Jan 07, 2025お知らせ • Oct 28+ 1 more updateAB S.A. to Report Q1, 2024 Results on Feb 26, 2024AB S.A. announced that they will report Q1, 2024 results on Feb 26, 2024分析記事 • Oct 03Here's Why AB (WSE:ABE) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Buying Opportunity • Sep 26Now 21% undervaluedOver the last 90 days, the stock is up 11%. The fair value is estimated to be zł84.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to grow by 20% in the next 2 years.Buying Opportunity • Sep 05Now 20% undervaluedOver the last 90 days, the stock is up 26%. The fair value is estimated to be zł84.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to grow by 20% in the next 2 years.Reported Earnings • Aug 25Full year 2023 earnings released: EPS: zł9.76 (vs zł9.34 in FY 2022)Full year 2023 results: EPS: zł9.76 (up from zł9.34 in FY 2022). Revenue: zł15.2b (up 8.5% from FY 2022). Net income: zł158.1m (up 4.6% from FY 2022). Profit margin: 1.0% (in line with FY 2022). Revenue is forecast to grow 7.6% p.a. on average during the next 2 years, compared to a 7.1% growth forecast for the Electronic industry in Europe. Over the last 3 years on average, earnings per share has increased by 24% per year and the company’s share price has also increased by 24% per year.Reported Earnings • Mar 10Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł4.80b (up 9.0% from 2Q 2022). Net income: zł67.9m (up 3.8% from 2Q 2022). Profit margin: 1.4% (in line with 2Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 7.3% growth forecast for the Electronic industry in Europe.Upcoming Dividend • Dec 21Upcoming dividend of zł1.25 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 16 January 2023. Payout ratio is a comfortable 11% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of Polish dividend payers (8.6%). Lower than average of industry peers (5.4%).お知らせ • Nov 23AB S.A., Annual General Meeting, Dec 15, 2022AB S.A., Annual General Meeting, Dec 15, 2022, at 12:00 Central European Standard Time.Reported Earnings • Nov 22First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: zł3.79b (up 22% from 1Q 2022). Net income: zł31.1m (up 25% from 1Q 2022). Profit margin: 0.8% (in line with 1Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 7.7% growth forecast for the Electronic industry in Europe.分析記事 • Nov 19If EPS Growth Is Important To You, AB (WSE:ABE) Presents An OpportunityInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Price Target Changed • Nov 16Price target increased to zł63.10Up from zł38.47, the current price target is provided by 1 analyst. New target price is 57% above last closing price of zł40.25. Stock is down 29% over the past year. The company is forecast to post earnings per share of zł8.87 for next year compared to zł9.34 last year.分析記事 • Oct 20Returns Are Gaining Momentum At AB (WSE:ABE)What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...Reported Earnings • Sep 23Full year 2022 earnings released: EPS: zł9.36 (vs zł7.64 in FY 2021)Full year 2022 results: EPS: zł9.36 (up from zł7.64 in FY 2021). Revenue: zł14.0b (up 7.3% from FY 2021). Net income: zł151.1m (up 22% from FY 2021). Profit margin: 1.1% (up from 0.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.9% p.a. on average during the next 2 years, compared to a 8.6% growth forecast for the Electronic industry in Europe. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 17+ 4 more updatesAB S.A. to Report Q3, 2022 Results on Nov 20, 2022AB S.A. announced that they will report Q3, 2022 results on Nov 20, 2022Reported Earnings • May 26Third quarter 2022 earnings: Revenues in line with analyst expectationsThird quarter 2022 results: Revenue: zł3.33b (up 12% from 3Q 2021). Net income: zł30.7m (up 21% from 3Q 2021). Profit margin: 0.9% (in line with 3Q 2021). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 1.8%, compared to a 15% growth forecast for the industry in Poland.Price Target Changed • Apr 27Price target decreased to zł33.30Down from zł38.47, the current price target is provided by 1 analyst. New target price is 29% below last closing price of zł47.00. Stock is down 12% over the past year. The company posted earnings per share of zł7.64 last year.Reported Earnings • Mar 04Second quarter 2022 earnings: Revenues in line with analyst expectationsSecond quarter 2022 results: Revenue: zł4.40b (up 3.7% from 2Q 2021). Net income: zł65.4m (up 24% from 2Q 2021). Profit margin: 1.5% (up from 1.2% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 35% per year whereas the company’s share price has increased by 33% per year.分析記事 • Feb 25Does AB (WSE:ABE) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Feb 04+ 2 more updatesAB S.A. to Report Q1, 2022 Results on May 24, 2022AB S.A. announced that they will report Q1, 2022 results on May 24, 2022Upcoming Dividend • Nov 30Upcoming dividend of zł1.00 per shareEligible shareholders must have bought the stock before 07 December 2021. Payment date: 22 December 2021. Trailing yield: 2.2%. Lower than top quartile of Polish dividend payers (6.9%). Lower than average of industry peers (13%).分析記事 • Nov 27Is There Now An Opportunity In AB S.A. (WSE:ABE)?While AB S.A. ( WSE:ABE ) might not be the most widely known stock at the moment, it saw significant share price...Reported Earnings • Nov 24First quarter 2022 earnings: Revenues in line with analyst expectationsFirst quarter 2022 results: Revenue: zł3.11b (up 7.8% from 1Q 2021). Net income: zł24.9m (up 31% from 1Q 2021). Profit margin: 0.8% (up from 0.7% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 6.9%, compared to a 19% growth forecast for the industry in Poland. Over the last 3 years on average, earnings per share has increased by 30% 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 23Full year 2021 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: zł13.1b (up 28% from FY 2020). Net income: zł123.7m (up 86% from FY 2020). Profit margin: 0.9% (up from 0.7% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Aug 09If You Like EPS Growth Then Check Out AB (WSE:ABE) Before It's Too LateFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Reported Earnings • May 28Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: zł2.99b (up 30% from 3Q 2020). Net income: zł25.5m (up 110% from 3Q 2020). Profit margin: 0.9% (up from 0.5% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • May 27Price target increased to zł59.45Up from zł38.47, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of zł61.00. Stock is up 165% over the past year.分析記事 • Apr 29Is It Too Late To Consider Buying AB S.A. (WSE:ABE)?While AB S.A. ( WSE:ABE ) might not be the most widely known stock at the moment, it received a lot of attention from a...Valuation Update With 7 Day Price Move • Apr 27Investor sentiment improved over the past weekAfter last week's 22% share price gain to zł51.80, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 24x in the Electronic industry in Europe. Total returns to shareholders of 106% over the past three years.分析記事 • Apr 16AB (WSE:ABE) Hasn't Managed To Accelerate Its ReturnsTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...分析記事 • Apr 03If You Like EPS Growth Then Check Out AB (WSE:ABE) Before It's Too LateIt'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 • Mar 21Three Things You Should Check Before Buying AB S.A. (WSE:ABE) For Its DividendToday we'll take a closer look at AB S.A. ( WSE:ABE ) from a dividend investor's perspective. Owning a strong business...分析記事 • Mar 08AB S.A.'s (WSE:ABE) Financials Are Too Obscure To Link With Current Share Price Momentum: What's In Store For the Stock?Most readers would already be aware that AB's (WSE:ABE) stock increased significantly by 43% over the past month...Reported Earnings • Mar 07Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł4.24b (up 30% from 2Q 2020). Net income: zł52.9m (up 98% from 2Q 2020). Profit margin: 1.2% (up from 0.8% 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 4% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.Is New 90 Day High Low • Mar 03New 90-day high: zł42.50The company is up 27% from its price of zł33.50 on 03 December 2020. The Polish market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is zł9.25 per share.Valuation Update With 7 Day Price Move • Mar 03Investor sentiment improved over the past weekAfter last week's 24% share price gain to zł42.50, the stock is trading at a trailing P/E ratio of 9.3x, up from the previous P/E ratio of 7.5x. This compares to an average P/E of 10x in the Electronic industry in Poland. Total returns to shareholders over the past three years are 52%.分析記事 • Feb 21Is AB (WSE:ABE) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Is New 90 Day High Low • Feb 10New 90-day high: zł34.20The company is up 10.0% from its price of zł31.20 on 12 November 2020. The Polish market is also up 10.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Electronic industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is zł6.61 per share.分析記事 • Jan 31Investors Who Bought AB (WSE:ABE) Shares A Year Ago Are Now Up 26%These days it's easy to simply buy an index fund, and your returns should (roughly) match the market. But investors can...Price Target Changed • Jan 30Price target raised to zł40.33Up from zł34.80, the current price target is provided by 1 analyst. The new target price is 28% above the current share price of zł31.40. As of last close, the stock is up 26% over the past year.分析記事 • Jan 13What Is AB S.A.'s (WSE:ABE) Share Price Doing?AB S.A. ( WSE:ABE ), is not the largest company out there, but it received a lot of attention from a substantial price...分析記事 • Dec 26Here's What To Make Of AB's (WSE:ABE) Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Upcoming Dividend • Dec 21Upcoming Dividend of zł0.44 Per ShareWill be paid on the 11th of January to those who are registered shareholders by the 28th of December. The company last paid an ordinary dividend in May 2016. The average dividend yield among industry peers is 6.3%.分析記事 • Dec 07Does AB (WSE:ABE) Deserve A Spot On Your Watchlist?Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...Is New 90 Day High Low • Dec 03New 90-day high: zł33.40The company is up 5.0% from its price of zł31.90 on 04 September 2020. The Polish market is also up 5.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Electronic industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is zł14.75 per share.お知らせ • Nov 27AB S.A., Annual General Meeting, Dec 22, 2020AB S.A., Annual General Meeting, Dec 22, 2020, at 12:00 Central European Standard Time.分析記事 • Nov 23Is AB (WSE:ABE) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Valuation Update With 7 Day Price Move • Nov 11Market bids up stock over the past weekAfter last week's 17% share price gain to zł30.60, the stock is trading at a trailing P/E ratio of 7.5x, up from the previous P/E ratio of 6.4x. This compares to an average P/E of 9x in the Electronic industry in Poland. Total returns to shareholders over the past three years are 16%.Valuation Update With 7 Day Price Move • Oct 21Market bids up stock over the past weekAfter last week's 17% share price gain to zł28.60, the stock is trading at a trailing P/E ratio of 7x, up from the previous P/E ratio of 6x. This compares to an average P/E of 8x in the Electronic industry in Poland. Total returns to shareholders over the past three years are 9.2%.Reported Earnings • Sep 27Full year earnings releasedOver the last 12 months the company has reported total profits of zł66.4m, up 15% from the prior year. Total revenue was zł10.2b over the last 12 months, up 16% from the prior year. Profit margins were 0.7%, which is in line with last year.お知らせ • Aug 24+ 3 more updatesAB S.A. to Report Fiscal Year 2021 Results on Sep 22, 2021AB S.A. announced that they will report fiscal year 2021 results on Sep 22, 2021収支内訳AB 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:ABE 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 2515,358202326030 Sep 2514,931174320030 Jun 2514,808173440031 Mar 2514,754170318031 Dec 2414,812172315030 Sep 2414,658175317030 Jun 2420,042201238031 Mar 2418,670190388031 Dec 2316,102173322030 Sep 2315,380153315030 Jun 2315,220158318031 Mar 2315,329161350031 Dec 2215,116160349030 Sep 2214,259146291030 Jun 2214,031151289031 Mar 2213,797147304031 Dec 2113,454142300030 Sep 2113,298130299030 Jun 2113,074124293031 Mar 2112,605113281031 Dec 2011,919100265030 Sep 2010,92674262030 Jun 2010,20766259031 Mar 209,78363261031 Dec 199,36261267030 Sep 199,08458268030 Jun 198,79358265031 Mar 198,50758247031 Dec 188,43658245030 Sep 188,24960244030 Jun 188,23761242031 Mar 188,43362228031 Dec 178,48165223030 Sep 178,26367223030 Jun 178,27868228031 Mar 178,28469243031 Dec 168,13668244030 Sep 167,92366237030 Jun 167,55365222031 Mar 167,09465202031 Dec 157,08066193030 Sep 156,80466179030 Jun 156,793681760質の高い収益: ABEは 高品質の収益 を持っています。利益率の向上: ABEの現在の純利益率 (1.3%)は、昨年(1.2%)よりも高くなっています。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: ABEの収益は過去 5 年間で年間9.6%増加しました。成長の加速: ABEの過去 1 年間の収益成長率 ( 17.4% ) は、5 年間の平均 ( 年間9.6%を上回っています。収益対業界: ABEの過去 1 年間の収益成長率 ( 17.4% ) はElectronic業界1.6%を上回りました。株主資本利益率高いROE: ABEの 自己資本利益率 ( 12.5% ) 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7D1Y7D1Y7D1YTech 、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2026/05/27 11:15終値2026/05/27 00:00収益2025/12/31年間収益2025/09/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋AB 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。9 アナリスト機関Piotr GrzybowskiBiuro maklerskie mBankuJakub ViscardiDom Maklerski Banku Ochrony Srodowiska S.A.Adrian KyrczErste Bank Polska S.A.6 その他のアナリストを表示
Reported Earnings • Mar 03First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: zł5.47b (up 6.4% from 1Q 2025). Net income: zł94.6m (up 42% from 1Q 2025). Profit margin: 1.7% (up from 1.3% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 2 years, compared to a 8.7% growth forecast for the Electronic industry in Poland.
Reported Earnings • Jan 24Full year 2025 earnings releasedFull year 2025 results: Revenue: zł14.9b (up 1.9% from FY 2024). Net income: zł173.9m (flat on FY 2024). Profit margin: 1.2% (in line with FY 2024). Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 9.4% growth forecast for the Electronic industry in Poland. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 28Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł3.18b (up 78% from 3Q 2024). Net income: zł33.7m (up 40% from 3Q 2024). Profit margin: 1.1% (down from 1.3% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Electronic industry in Poland.
お知らせ • Aug 20AB S.A. to Report Q3, 2025 Results on Aug 27, 2025AB S.A. announced that they will report Q3, 2025 results on Aug 27, 2025
Reported Earnings • Jun 06Second quarter 2025 earnings releasedSecond quarter 2025 results: Net income: zł34.8m (up 96% from 2Q 2024). Revenue is expected to decline by 1.4% p.a. on average during the next 3 years, while revenues in the Electronic industry in Poland are expected to grow by 12%.
分析記事 • Mar 09Solid Earnings May Not Tell The Whole Story For AB (WSE:ABE)AB S.A.'s ( WSE:ABE ) robust recent earnings didn't do much to move the stock. We believe that shareholders have...
Upcoming Dividend • Apr 02Upcoming dividend of zł6.45 per shareEligible shareholders must have bought the stock before 09 April 2026. Payment date: 17 April 2026. Payout ratio is a comfortable 50% but the company is not cash flow positive. Trailing yield: 5.3%. Lower than top quartile of Polish dividend payers (7.2%). Higher than average of industry peers (4.8%).
Reported Earnings • Mar 03First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: zł5.47b (up 6.4% from 1Q 2025). Net income: zł94.6m (up 42% from 1Q 2025). Profit margin: 1.7% (up from 1.3% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 2 years, compared to a 8.7% growth forecast for the Electronic industry in Poland.
New Risk • Mar 03New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
お知らせ • Mar 02AB S.A., Annual General Meeting, Mar 26, 2026AB S.A., Annual General Meeting, Mar 26, 2026.
Declared Dividend • Mar 02Dividend increased to zł6.45Dividend of zł6.45 is 115% higher than last year. Ex-date: 9th April 2026 Payment date: 17th April 2026 Dividend yield will be 4.8%, which is lower than the industry average of 5.1%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 6.7% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Feb 16Why Investors Shouldn't Be Surprised By AB S.A.'s (WSE:ABE) Low P/EAB S.A.'s ( WSE:ABE ) price-to-earnings (or "P/E") ratio of 10.6x might make it look like a buy right now compared to...
Reported Earnings • Jan 24Full year 2025 earnings releasedFull year 2025 results: Revenue: zł14.9b (up 1.9% from FY 2024). Net income: zł173.9m (flat on FY 2024). Profit margin: 1.2% (in line with FY 2024). Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 9.4% growth forecast for the Electronic industry in Poland. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 28Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: zł3.18b (up 78% from 3Q 2024). Net income: zł33.7m (up 40% from 3Q 2024). Profit margin: 1.1% (down from 1.3% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Electronic industry in Poland.
お知らせ • Aug 20AB S.A. to Report Q3, 2025 Results on Aug 27, 2025AB S.A. announced that they will report Q3, 2025 results on Aug 27, 2025
Reported Earnings • Jun 06Second quarter 2025 earnings releasedSecond quarter 2025 results: Net income: zł34.8m (up 96% from 2Q 2024). Revenue is expected to decline by 1.4% p.a. on average during the next 3 years, while revenues in the Electronic industry in Poland are expected to grow by 12%.
Upcoming Dividend • Mar 31Upcoming dividend of zł3.00 per shareEligible shareholders must have bought the stock before 07 April 2025. Payment date: 15 April 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Polish dividend payers (7.6%). Lower than average of industry peers (4.7%).
New Risk • Mar 28New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.7% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
分析記事 • Mar 09Solid Earnings May Not Tell The Whole Story For AB (WSE:ABE)AB S.A.'s ( WSE:ABE ) robust recent earnings didn't do much to move the stock. We believe that shareholders have...
お知らせ • Feb 24AB S.A., Annual General Meeting, Mar 20, 2025AB S.A., Annual General Meeting, Mar 20, 2025.
お知らせ • Feb 23AB S.A. announces Annual dividend, payable on April 15, 2025AB S.A. announced Annual dividend of PLN 3.0000 per share payable on April 15, 2025, ex-date on April 07, 2025 and record date on April 08, 2025.
Price Target Changed • Feb 18Price target increased by 8.5% to zł132Up from zł122, the current price target is an average from 3 analysts. New target price is 27% above last closing price of zł104. Stock is up 40% over the past year. The company is forecast to post earnings per share of zł12.39 for next year compared to zł11.03 last year.
Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł111, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Electronic industry in Europe. Total returns to shareholders of 119% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł147 per share.
Reported Earnings • Jan 08Full year 2024 earnings releasedFull year 2024 results: Revenue: zł14.7b (down 4.7% from FY 2023). Net income: zł174.7m (up 14% from FY 2023). Profit margin: 1.2% (up from 1.0% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Electronic industry in Poland.
分析記事 • Sep 20Lacklustre Performance Is Driving AB S.A.'s (WSE:ABE) Low P/EWhen close to half the companies in Poland have price-to-earnings ratios (or "P/E's") above 12x, you may consider AB...
Buy Or Sell Opportunity • Sep 17Now 22% overvaluedOver the last 90 days, the stock has fallen 17% to zł90.00. The fair value is estimated to be zł73.50, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has grown by 8.9%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.
Reported Earnings • Aug 28Third quarter 2024 earnings released: EPS: zł1.48 (vs zł1.23 in 3Q 2023)Third quarter 2024 results: EPS: zł1.48 (up from zł1.23 in 3Q 2023). Revenue: zł1.79b (up 2.0% from 3Q 2023). Net income: zł24.0m (up 20% from 3Q 2023). Profit margin: 1.3% (up from 1.1% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Electronic industry in Poland. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 08AB S.A. (WSE:ABE) announces an Equity Buyback for 3,200,000 shares, for PLN 100 million.AB S.A. (WSE:ABE) announces a share repurchase program. Under the program, the company will repurchase up to 3,200,000 shares, for PLN 100 million worth of stock.
Reported Earnings • Jun 06Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł3.21b (down 9.3% from 2Q 2023). Net income: zł36.7m (up 15% from 2Q 2023). Profit margin: 1.1% (up from 0.9% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Electronic industry in Poland. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Apr 19Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 26% to zł92.20. The fair value is estimated to be zł76.55, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 21% in the next 2 years.
Buy Or Sell Opportunity • Apr 03Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 27% to zł92.60. The fair value is estimated to be zł76.22, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 21% in the next 2 years.
Upcoming Dividend • Mar 07Upcoming dividend of zł2.00 per shareEligible shareholders must have bought the stock before 14 March 2024. Payment date: 05 April 2024. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Polish dividend payers (7.4%). Lower than average of industry peers (5.0%).
Reported Earnings • Feb 26First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: zł4.89b (up 2.0% from 1Q 2023). Net income: zł69.5m (up 2.4% from 1Q 2023). Profit margin: 1.4% (in line with 1Q 2023). Revenue is forecast to grow 8.8% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the Electronic 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 increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 11AB S.A., Annual General Meeting, Mar 06, 2024AB S.A., Annual General Meeting, Mar 06, 2024, at 12:00 Central European Standard Time.
New Risk • Jan 28New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 30% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
お知らせ • Nov 24AB S.A. to Report Fiscal Year 2024 Results on Jan 07, 2025AB S.A. announced that they will report fiscal year 2024 results on Jan 07, 2025
お知らせ • Oct 28+ 1 more updateAB S.A. to Report Q1, 2024 Results on Feb 26, 2024AB S.A. announced that they will report Q1, 2024 results on Feb 26, 2024
分析記事 • Oct 03Here's Why AB (WSE:ABE) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Buying Opportunity • Sep 26Now 21% undervaluedOver the last 90 days, the stock is up 11%. The fair value is estimated to be zł84.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to grow by 20% in the next 2 years.
Buying Opportunity • Sep 05Now 20% undervaluedOver the last 90 days, the stock is up 26%. The fair value is estimated to be zł84.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to grow by 20% in the next 2 years.
Reported Earnings • Aug 25Full year 2023 earnings released: EPS: zł9.76 (vs zł9.34 in FY 2022)Full year 2023 results: EPS: zł9.76 (up from zł9.34 in FY 2022). Revenue: zł15.2b (up 8.5% from FY 2022). Net income: zł158.1m (up 4.6% from FY 2022). Profit margin: 1.0% (in line with FY 2022). Revenue is forecast to grow 7.6% p.a. on average during the next 2 years, compared to a 7.1% growth forecast for the Electronic industry in Europe. Over the last 3 years on average, earnings per share has increased by 24% per year and the company’s share price has also increased by 24% per year.
Reported Earnings • Mar 10Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł4.80b (up 9.0% from 2Q 2022). Net income: zł67.9m (up 3.8% from 2Q 2022). Profit margin: 1.4% (in line with 2Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 7.3% growth forecast for the Electronic industry in Europe.
Upcoming Dividend • Dec 21Upcoming dividend of zł1.25 per shareEligible shareholders must have bought the stock before 28 December 2022. Payment date: 16 January 2023. Payout ratio is a comfortable 11% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of Polish dividend payers (8.6%). Lower than average of industry peers (5.4%).
お知らせ • Nov 23AB S.A., Annual General Meeting, Dec 15, 2022AB S.A., Annual General Meeting, Dec 15, 2022, at 12:00 Central European Standard Time.
Reported Earnings • Nov 22First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: zł3.79b (up 22% from 1Q 2022). Net income: zł31.1m (up 25% from 1Q 2022). Profit margin: 0.8% (in line with 1Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 7.7% growth forecast for the Electronic industry in Europe.
分析記事 • Nov 19If EPS Growth Is Important To You, AB (WSE:ABE) Presents An OpportunityInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Price Target Changed • Nov 16Price target increased to zł63.10Up from zł38.47, the current price target is provided by 1 analyst. New target price is 57% above last closing price of zł40.25. Stock is down 29% over the past year. The company is forecast to post earnings per share of zł8.87 for next year compared to zł9.34 last year.
分析記事 • Oct 20Returns Are Gaining Momentum At AB (WSE:ABE)What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
Reported Earnings • Sep 23Full year 2022 earnings released: EPS: zł9.36 (vs zł7.64 in FY 2021)Full year 2022 results: EPS: zł9.36 (up from zł7.64 in FY 2021). Revenue: zł14.0b (up 7.3% from FY 2021). Net income: zł151.1m (up 22% from FY 2021). Profit margin: 1.1% (up from 0.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.9% p.a. on average during the next 2 years, compared to a 8.6% growth forecast for the Electronic industry in Europe. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 17+ 4 more updatesAB S.A. to Report Q3, 2022 Results on Nov 20, 2022AB S.A. announced that they will report Q3, 2022 results on Nov 20, 2022
Reported Earnings • May 26Third quarter 2022 earnings: Revenues in line with analyst expectationsThird quarter 2022 results: Revenue: zł3.33b (up 12% from 3Q 2021). Net income: zł30.7m (up 21% from 3Q 2021). Profit margin: 0.9% (in line with 3Q 2021). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 1.8%, compared to a 15% growth forecast for the industry in Poland.
Price Target Changed • Apr 27Price target decreased to zł33.30Down from zł38.47, the current price target is provided by 1 analyst. New target price is 29% below last closing price of zł47.00. Stock is down 12% over the past year. The company posted earnings per share of zł7.64 last year.
Reported Earnings • Mar 04Second quarter 2022 earnings: Revenues in line with analyst expectationsSecond quarter 2022 results: Revenue: zł4.40b (up 3.7% from 2Q 2021). Net income: zł65.4m (up 24% from 2Q 2021). Profit margin: 1.5% (up from 1.2% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 35% per year whereas the company’s share price has increased by 33% per year.
分析記事 • Feb 25Does AB (WSE:ABE) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Feb 04+ 2 more updatesAB S.A. to Report Q1, 2022 Results on May 24, 2022AB S.A. announced that they will report Q1, 2022 results on May 24, 2022
Upcoming Dividend • Nov 30Upcoming dividend of zł1.00 per shareEligible shareholders must have bought the stock before 07 December 2021. Payment date: 22 December 2021. Trailing yield: 2.2%. Lower than top quartile of Polish dividend payers (6.9%). Lower than average of industry peers (13%).
分析記事 • Nov 27Is There Now An Opportunity In AB S.A. (WSE:ABE)?While AB S.A. ( WSE:ABE ) might not be the most widely known stock at the moment, it saw significant share price...
Reported Earnings • Nov 24First quarter 2022 earnings: Revenues in line with analyst expectationsFirst quarter 2022 results: Revenue: zł3.11b (up 7.8% from 1Q 2021). Net income: zł24.9m (up 31% from 1Q 2021). Profit margin: 0.8% (up from 0.7% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 6.9%, compared to a 19% growth forecast for the industry in Poland. Over the last 3 years on average, earnings per share has increased by 30% 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 23Full year 2021 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: zł13.1b (up 28% from FY 2020). Net income: zł123.7m (up 86% from FY 2020). Profit margin: 0.9% (up from 0.7% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Aug 09If You Like EPS Growth Then Check Out AB (WSE:ABE) Before It's Too LateFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Reported Earnings • May 28Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: zł2.99b (up 30% from 3Q 2020). Net income: zł25.5m (up 110% from 3Q 2020). Profit margin: 0.9% (up from 0.5% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • May 27Price target increased to zł59.45Up from zł38.47, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of zł61.00. Stock is up 165% over the past year.
分析記事 • Apr 29Is It Too Late To Consider Buying AB S.A. (WSE:ABE)?While AB S.A. ( WSE:ABE ) might not be the most widely known stock at the moment, it received a lot of attention from a...
Valuation Update With 7 Day Price Move • Apr 27Investor sentiment improved over the past weekAfter last week's 22% share price gain to zł51.80, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 24x in the Electronic industry in Europe. Total returns to shareholders of 106% over the past three years.
分析記事 • Apr 16AB (WSE:ABE) Hasn't Managed To Accelerate Its ReturnsTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
分析記事 • Apr 03If You Like EPS Growth Then Check Out AB (WSE:ABE) Before It's Too LateIt'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 • Mar 21Three Things You Should Check Before Buying AB S.A. (WSE:ABE) For Its DividendToday we'll take a closer look at AB S.A. ( WSE:ABE ) from a dividend investor's perspective. Owning a strong business...
分析記事 • Mar 08AB S.A.'s (WSE:ABE) Financials Are Too Obscure To Link With Current Share Price Momentum: What's In Store For the Stock?Most readers would already be aware that AB's (WSE:ABE) stock increased significantly by 43% over the past month...
Reported Earnings • Mar 07Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł4.24b (up 30% from 2Q 2020). Net income: zł52.9m (up 98% from 2Q 2020). Profit margin: 1.2% (up from 0.8% 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 4% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
Is New 90 Day High Low • Mar 03New 90-day high: zł42.50The company is up 27% from its price of zł33.50 on 03 December 2020. The Polish market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is zł9.25 per share.
Valuation Update With 7 Day Price Move • Mar 03Investor sentiment improved over the past weekAfter last week's 24% share price gain to zł42.50, the stock is trading at a trailing P/E ratio of 9.3x, up from the previous P/E ratio of 7.5x. This compares to an average P/E of 10x in the Electronic industry in Poland. Total returns to shareholders over the past three years are 52%.
分析記事 • Feb 21Is AB (WSE:ABE) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Is New 90 Day High Low • Feb 10New 90-day high: zł34.20The company is up 10.0% from its price of zł31.20 on 12 November 2020. The Polish market is also up 10.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Electronic industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is zł6.61 per share.
分析記事 • Jan 31Investors Who Bought AB (WSE:ABE) Shares A Year Ago Are Now Up 26%These days it's easy to simply buy an index fund, and your returns should (roughly) match the market. But investors can...
Price Target Changed • Jan 30Price target raised to zł40.33Up from zł34.80, the current price target is provided by 1 analyst. The new target price is 28% above the current share price of zł31.40. As of last close, the stock is up 26% over the past year.
分析記事 • Jan 13What Is AB S.A.'s (WSE:ABE) Share Price Doing?AB S.A. ( WSE:ABE ), is not the largest company out there, but it received a lot of attention from a substantial price...
分析記事 • Dec 26Here's What To Make Of AB's (WSE:ABE) Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Upcoming Dividend • Dec 21Upcoming Dividend of zł0.44 Per ShareWill be paid on the 11th of January to those who are registered shareholders by the 28th of December. The company last paid an ordinary dividend in May 2016. The average dividend yield among industry peers is 6.3%.
分析記事 • Dec 07Does AB (WSE:ABE) Deserve A Spot On Your Watchlist?Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...
Is New 90 Day High Low • Dec 03New 90-day high: zł33.40The company is up 5.0% from its price of zł31.90 on 04 September 2020. The Polish market is also up 5.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Electronic industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is zł14.75 per share.
お知らせ • Nov 27AB S.A., Annual General Meeting, Dec 22, 2020AB S.A., Annual General Meeting, Dec 22, 2020, at 12:00 Central European Standard Time.
分析記事 • Nov 23Is AB (WSE:ABE) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Valuation Update With 7 Day Price Move • Nov 11Market bids up stock over the past weekAfter last week's 17% share price gain to zł30.60, the stock is trading at a trailing P/E ratio of 7.5x, up from the previous P/E ratio of 6.4x. This compares to an average P/E of 9x in the Electronic industry in Poland. Total returns to shareholders over the past three years are 16%.
Valuation Update With 7 Day Price Move • Oct 21Market bids up stock over the past weekAfter last week's 17% share price gain to zł28.60, the stock is trading at a trailing P/E ratio of 7x, up from the previous P/E ratio of 6x. This compares to an average P/E of 8x in the Electronic industry in Poland. Total returns to shareholders over the past three years are 9.2%.
Reported Earnings • Sep 27Full year earnings releasedOver the last 12 months the company has reported total profits of zł66.4m, up 15% from the prior year. Total revenue was zł10.2b over the last 12 months, up 16% from the prior year. Profit margins were 0.7%, which is in line with last year.
お知らせ • Aug 24+ 3 more updatesAB S.A. to Report Fiscal Year 2021 Results on Sep 22, 2021AB S.A. announced that they will report fiscal year 2021 results on Sep 22, 2021