View Future GrowthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsOEX 過去の業績過去 基準チェック /56OEXは、平均年間22.8%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4.5% 8.4%収益成長率で 成長しています。 OEXの自己資本利益率は14%であり、純利益率は3.9%です。主要情報22.75%収益成長率24.84%EPS成長率Electronic 業界の成長23.85%収益成長率8.42%株主資本利益率14.04%ネット・マージン3.85%次回の業績アップデート14 Nov 2024最近の業績更新Reported Earnings • Jun 04First quarter 2024 earnings released: EPS: zł1.00 (vs zł0.95 in 1Q 2023)First quarter 2024 results: EPS: zł1.00 (up from zł0.95 in 1Q 2023). Revenue: zł184.5m (up 12% from 1Q 2023). Net income: zł6.83m (up 5.4% from 1Q 2023). Profit margin: 3.7% (down from 3.9% in 1Q 2023). The decrease in margin was driven by higher expenses. 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 39% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • May 05OEX's (WSE:OEX) Soft Earnings Are Actually Better Than They AppearThe market for OEX S.A.'s ( WSE:OEX ) shares didn't move much after it posted weak earnings recently. Our analysis...お知らせ • Feb 02+ 3 more updatesOEX S.A. to Report Q1, 2024 Results on May 22, 2024OEX S.A. announced that they will report Q1, 2024 results on May 22, 2024お知らせ • Feb 03+ 3 more updatesOEX S.A. to Report First Half, 2023 Results on Sep 13, 2023OEX S.A. announced that they will report first half, 2023 results on Sep 13, 2023お知らせ • Feb 02+ 3 more updatesOEX S.A. to Report Q1, 2022 Results on May 12, 2022OEX S.A. announced that they will report Q1, 2022 results on May 12, 2022お知らせ • Jan 30+ 3 more updatesOEX S.A. to Report First Half, 2021 Results on Sep 08, 2021OEX S.A. announced that they will report first half, 2021 results on Sep 08, 2021すべての更新を表示Recent updatesお知らせ • Jun 08Neo Investments agreed to acquire an additional unknown minority stake in OEX S.A. (WSE:OEX).Neo Investments agreed to acquire an additional unknown minority stake in OEX S.A. (WSE:OEX) on June 6, 2024. UOKiK has approved a concentration involving the acquisition of control by Neo Investment over OEX.Reported Earnings • Jun 04First quarter 2024 earnings released: EPS: zł1.00 (vs zł0.95 in 1Q 2023)First quarter 2024 results: EPS: zł1.00 (up from zł0.95 in 1Q 2023). Revenue: zł184.5m (up 12% from 1Q 2023). Net income: zł6.83m (up 5.4% from 1Q 2023). Profit margin: 3.7% (down from 3.9% in 1Q 2023). The decrease in margin was driven by higher expenses. 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 39% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • May 30Upcoming dividend of zł3.00 per shareEligible shareholders must have bought the stock before 06 June 2024. Payment date: 17 June 2024. Trailing yield: 7.2%. Lower than top quartile of Polish dividend payers (7.8%). Higher than average of industry peers (4.5%).分析記事 • May 05OEX's (WSE:OEX) Soft Earnings Are Actually Better Than They AppearThe market for OEX S.A.'s ( WSE:OEX ) shares didn't move much after it posted weak earnings recently. Our analysis...New Risk • Mar 30New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risks No financial data reported. High level of non-cash earnings (42% accrual ratio). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (zł355.8m market cap, or US$89.5m).お知らせ • Feb 02+ 3 more updatesOEX S.A. to Report Q1, 2024 Results on May 22, 2024OEX S.A. announced that they will report Q1, 2024 results on May 22, 2024Buying Opportunity • Aug 04Now 20% undervaluedOver the last 90 days, the stock is up 21%. The fair value is estimated to be zł57.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has grown by 88%.New Risk • Jul 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Polish stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (42% accrual ratio). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.3% average weekly change). Market cap is less than US$100m (zł282.6m market cap, or US$68.6m).Buying Opportunity • Jul 07Now 27% undervaluedOver the last 90 days, the stock is up 15%. The fair value is estimated to be zł56.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has grown by 88%.Buying Opportunity • Jun 22Now 21% undervaluedOver the last 90 days, the stock is up 22%. The fair value is estimated to be zł57.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has grown by 88%.Valuation Update With 7 Day Price Move • Jun 19Investor sentiment improves as stock rises 19%After last week's 19% share price gain to zł46.00, the stock trades at a trailing P/E ratio of 3.3x. Average trailing P/E is 7x in the Electronic industry in Poland. Total returns to shareholders of 290% over the past three years.分析記事 • Jun 17Is Now The Time To Put OEX (WSE:OEX) On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...お知らせ • Jun 04OEX S.A., Annual General Meeting, Jun 28, 2023OEX S.A., Annual General Meeting, Jun 28, 2023, at 12:00 Central European Standard Time.お知らせ • Feb 03+ 3 more updatesOEX S.A. to Report First Half, 2023 Results on Sep 13, 2023OEX S.A. announced that they will report first half, 2023 results on Sep 13, 2023お知らせ • Apr 26OEX S.A., Annual General Meeting, May 18, 2022OEX S.A., Annual General Meeting, May 18, 2022, at 12:00 Central European Standard Time.お知らせ • Feb 02+ 3 more updatesOEX S.A. to Report Q1, 2022 Results on May 12, 2022OEX S.A. announced that they will report Q1, 2022 results on May 12, 2022お知らせ • Dec 22Cloudflight GmbH agreed to acquire Divante Sp. z o.o. from OEX S.A. (WSE:OEX) for approximately PLN 180 million.Cloudflight GmbH agreed to acquire Divante Sp. z o.o. from OEX S.A. (WSE:OEX) for approximately PLN 180 million on December 17, 2021. The joint company will grow the Cloudflight workforce by another 350 highly skilled staff members. It is planned that Divante will join Cloudflight by January 2022 at the latest.お知らせ • Jun 12OEX Starts Talks with Interested Shareholders on Working Towards DelistingOEX S.A. said the company starts talks with interested shareholders on conducting buyback of company's shares via tender offer. The company said aim is to delist company.Is New 90 Day High Low • Feb 17New 90-day high: zł19.70The company is up 24% from its price of zł15.90 on 19 November 2020. The Polish market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 17% over the same period.分析記事 • Feb 03OEX (WSE:OEX) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Jan 30+ 3 more updatesOEX S.A. to Report First Half, 2021 Results on Sep 08, 2021OEX S.A. announced that they will report first half, 2021 results on Sep 08, 2021Is New 90 Day High Low • Jan 18New 90-day high: zł18.80The company is up 25% from its price of zł15.00 on 20 October 2020. The Polish market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 16% over the same period.分析記事 • Dec 31Should You Rely On OEX's (WSE:OEX) Earnings Growth?Statistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. However...Is New 90 Day High Low • Dec 30New 90-day high: zł17.90The company is up 15% from its price of zł15.50 on 01 October 2020. The Polish market is also up 15% 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 9.0% over the same period.分析記事 • Nov 19OEX S.A.'s (WSE:OEX) Stock Has Shown Weakness Lately But Financial Prospects Look Decent: Is The Market Wrong?With its stock down 12% over the past three months, it is easy to disregard OEX (WSE:OEX). However, the company's...収支内訳OEX 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:OEX 収益、費用、利益 ( )PLN Millions日付収益収益G+A経費研究開発費30 Jun 247853092031 Mar 247613184031 Dec 237423183030 Sep 237251684030 Jun 237071584031 Mar 236961580031 Dec 226898776030 Sep 226889670030 Jun 226689167031 Mar 226338665031 Dec 216041063030 Sep 21514947030 Jun 214811147031 Mar 214631146031 Dec 20452749030 Sep 205122562030 Jun 205341863031 Mar 205631567031 Dec 195791668030 Sep 19595466030 Jun 195841066031 Mar 19553961031 Dec 185571161030 Sep 185641361030 Jun 185721362031 Mar 185881664031 Dec 175661661030 Sep 175181558030 Jun 174711452031 Mar 174331246031 Dec 164001242030 Sep 163721238030 Jun 163661237031 Mar 163611136031 Dec 153441132030 Sep 15309827030 Jun 15283721031 Mar 15258716031 Dec 14249614030 Sep 14255822030 Jun 14251831031 Mar 14252839031 Dec 132649480質の高い収益: OEXは 高品質の収益 を持っています。利益率の向上: OEXの現在の純利益率 (3.9%)は、昨年(2.2%)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: OEXの収益は過去 5 年間で年間22.8%増加しました。成長の加速: OEXの過去 1 年間の収益成長率 ( 98% ) は、5 年間の平均 ( 年間22.8%を上回っています。収益対業界: OEXの過去 1 年間の収益成長率 ( 98% ) はElectronic業界1.6%を上回りました。株主資本利益率高いROE: OEXの 自己資本利益率 ( 14% ) 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2024/11/05 16:06終値2024/08/08 00:00収益2024/06/30年間収益2023/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク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OEX S.A. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Jakub ViscardiDom Maklerski Banku Ochrony Srodowiska S.A.Marcin MaternaMillennium Dom Maklerski Spolka Akcyjna
Reported Earnings • Jun 04First quarter 2024 earnings released: EPS: zł1.00 (vs zł0.95 in 1Q 2023)First quarter 2024 results: EPS: zł1.00 (up from zł0.95 in 1Q 2023). Revenue: zł184.5m (up 12% from 1Q 2023). Net income: zł6.83m (up 5.4% from 1Q 2023). Profit margin: 3.7% (down from 3.9% in 1Q 2023). The decrease in margin was driven by higher expenses. 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 39% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • May 05OEX's (WSE:OEX) Soft Earnings Are Actually Better Than They AppearThe market for OEX S.A.'s ( WSE:OEX ) shares didn't move much after it posted weak earnings recently. Our analysis...
お知らせ • Feb 02+ 3 more updatesOEX S.A. to Report Q1, 2024 Results on May 22, 2024OEX S.A. announced that they will report Q1, 2024 results on May 22, 2024
お知らせ • Feb 03+ 3 more updatesOEX S.A. to Report First Half, 2023 Results on Sep 13, 2023OEX S.A. announced that they will report first half, 2023 results on Sep 13, 2023
お知らせ • Feb 02+ 3 more updatesOEX S.A. to Report Q1, 2022 Results on May 12, 2022OEX S.A. announced that they will report Q1, 2022 results on May 12, 2022
お知らせ • Jan 30+ 3 more updatesOEX S.A. to Report First Half, 2021 Results on Sep 08, 2021OEX S.A. announced that they will report first half, 2021 results on Sep 08, 2021
お知らせ • Jun 08Neo Investments agreed to acquire an additional unknown minority stake in OEX S.A. (WSE:OEX).Neo Investments agreed to acquire an additional unknown minority stake in OEX S.A. (WSE:OEX) on June 6, 2024. UOKiK has approved a concentration involving the acquisition of control by Neo Investment over OEX.
Reported Earnings • Jun 04First quarter 2024 earnings released: EPS: zł1.00 (vs zł0.95 in 1Q 2023)First quarter 2024 results: EPS: zł1.00 (up from zł0.95 in 1Q 2023). Revenue: zł184.5m (up 12% from 1Q 2023). Net income: zł6.83m (up 5.4% from 1Q 2023). Profit margin: 3.7% (down from 3.9% in 1Q 2023). The decrease in margin was driven by higher expenses. 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 39% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • May 30Upcoming dividend of zł3.00 per shareEligible shareholders must have bought the stock before 06 June 2024. Payment date: 17 June 2024. Trailing yield: 7.2%. Lower than top quartile of Polish dividend payers (7.8%). Higher than average of industry peers (4.5%).
分析記事 • May 05OEX's (WSE:OEX) Soft Earnings Are Actually Better Than They AppearThe market for OEX S.A.'s ( WSE:OEX ) shares didn't move much after it posted weak earnings recently. Our analysis...
New Risk • Mar 30New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risks No financial data reported. High level of non-cash earnings (42% accrual ratio). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (zł355.8m market cap, or US$89.5m).
お知らせ • Feb 02+ 3 more updatesOEX S.A. to Report Q1, 2024 Results on May 22, 2024OEX S.A. announced that they will report Q1, 2024 results on May 22, 2024
Buying Opportunity • Aug 04Now 20% undervaluedOver the last 90 days, the stock is up 21%. The fair value is estimated to be zł57.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has grown by 88%.
New Risk • Jul 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Polish stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (42% accrual ratio). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.3% average weekly change). Market cap is less than US$100m (zł282.6m market cap, or US$68.6m).
Buying Opportunity • Jul 07Now 27% undervaluedOver the last 90 days, the stock is up 15%. The fair value is estimated to be zł56.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has grown by 88%.
Buying Opportunity • Jun 22Now 21% undervaluedOver the last 90 days, the stock is up 22%. The fair value is estimated to be zł57.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has grown by 88%.
Valuation Update With 7 Day Price Move • Jun 19Investor sentiment improves as stock rises 19%After last week's 19% share price gain to zł46.00, the stock trades at a trailing P/E ratio of 3.3x. Average trailing P/E is 7x in the Electronic industry in Poland. Total returns to shareholders of 290% over the past three years.
分析記事 • Jun 17Is Now The Time To Put OEX (WSE:OEX) On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
お知らせ • Jun 04OEX S.A., Annual General Meeting, Jun 28, 2023OEX S.A., Annual General Meeting, Jun 28, 2023, at 12:00 Central European Standard Time.
お知らせ • Feb 03+ 3 more updatesOEX S.A. to Report First Half, 2023 Results on Sep 13, 2023OEX S.A. announced that they will report first half, 2023 results on Sep 13, 2023
お知らせ • Apr 26OEX S.A., Annual General Meeting, May 18, 2022OEX S.A., Annual General Meeting, May 18, 2022, at 12:00 Central European Standard Time.
お知らせ • Feb 02+ 3 more updatesOEX S.A. to Report Q1, 2022 Results on May 12, 2022OEX S.A. announced that they will report Q1, 2022 results on May 12, 2022
お知らせ • Dec 22Cloudflight GmbH agreed to acquire Divante Sp. z o.o. from OEX S.A. (WSE:OEX) for approximately PLN 180 million.Cloudflight GmbH agreed to acquire Divante Sp. z o.o. from OEX S.A. (WSE:OEX) for approximately PLN 180 million on December 17, 2021. The joint company will grow the Cloudflight workforce by another 350 highly skilled staff members. It is planned that Divante will join Cloudflight by January 2022 at the latest.
お知らせ • Jun 12OEX Starts Talks with Interested Shareholders on Working Towards DelistingOEX S.A. said the company starts talks with interested shareholders on conducting buyback of company's shares via tender offer. The company said aim is to delist company.
Is New 90 Day High Low • Feb 17New 90-day high: zł19.70The company is up 24% from its price of zł15.90 on 19 November 2020. The Polish market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 17% over the same period.
分析記事 • Feb 03OEX (WSE:OEX) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Jan 30+ 3 more updatesOEX S.A. to Report First Half, 2021 Results on Sep 08, 2021OEX S.A. announced that they will report first half, 2021 results on Sep 08, 2021
Is New 90 Day High Low • Jan 18New 90-day high: zł18.80The company is up 25% from its price of zł15.00 on 20 October 2020. The Polish market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 16% over the same period.
分析記事 • Dec 31Should You Rely On OEX's (WSE:OEX) Earnings Growth?Statistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. However...
Is New 90 Day High Low • Dec 30New 90-day high: zł17.90The company is up 15% from its price of zł15.50 on 01 October 2020. The Polish market is also up 15% 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 9.0% over the same period.
分析記事 • Nov 19OEX S.A.'s (WSE:OEX) Stock Has Shown Weakness Lately But Financial Prospects Look Decent: Is The Market Wrong?With its stock down 12% over the past three months, it is easy to disregard OEX (WSE:OEX). However, the company's...