View Future GrowthTransneft 過去の業績過去 基準チェック /26Transneftは、平均年間21%の収益成長を遂げていますが、 Oil and Gas業界の収益は、年間 成長しています。収益は、平均年間10.7% 6.5%収益成長率で 成長しています。 Transneftの自己資本利益率は7.8%であり、純利益率は16.7%です。主要情報21.03%収益成長率n/aEPS成長率Oil and Gas 業界の成長3.94%収益成長率6.52%株主資本利益率7.84%ネット・マージン16.73%前回の決算情報30 Sep 2021最近の業績更新Reported Earnings • Dec 04Third quarter 2021 earnings: Revenues in line with analyst expectationsThird quarter 2021 results: Revenue: ₽276.3b (up 23% from 3Q 2020). Net income: ₽47.1b (up 24% from 3Q 2020). Profit margin: 17% (in line with 3Q 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 4.9%, compared to a 19% growth forecast for the industry in Russia.Reported Earnings • Sep 01Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₽276.0b (up 21% from 2Q 2020). Net income: ₽55.2b (up 265% from 2Q 2020). Profit margin: 20% (up from 6.6% in 2Q 2020). The increase in margin was driven by higher revenue.Reported Earnings • Jun 01First quarter 2021 earnings releasedThe company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: ₽253.4b (down 3.8% from 1Q 2020). Net income: ₽50.4b (down 11% from 1Q 2020). Profit margin: 20% (down from 22% in 1Q 2020). The decrease in margin was driven by lower revenue.Reported Earnings • Apr 01Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: ₽962.4b (down 9.5% from FY 2019). Net income: ₽133.2b (down 26% from FY 2019). Profit margin: 14% (down from 17% in FY 2019). The decrease in margin was driven by lower revenue.お知らせ • Dec 02Public Joint Stock Company Transneft to Report Nine Months, 2020 Results on Dec 02, 2020Public Joint Stock Company Transneft announced that they will report nine months, 2020 results on Dec 02, 2020Reported Earnings • Oct 04First half earnings releasedOver the last 12 months the company has reported total profits of ₽145.4b, down 39% from the prior year. Total revenue was ₽1.04t over the last 12 months, largely unchanged from the prior year.すべての更新を表示Recent updatesBoard Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Alexander Korsik was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Mar 24Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to ₽120,950, the stock trades at a forward P/E ratio of 2x. Average forward P/E is 2x in the Oil and Gas industry in Russia. Total loss to shareholders of 15% over the past three years.Board Change • Mar 24Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Alexander Korsik was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Mar 07Public Joint Stock Company Transneft(MISX:TRNFP) dropped from FTSE All-World Index (USD)Public Joint Stock Company Transneft(MISX:TRNFP) dropped from FTSE All-World Index (USD)Valuation Update With 7 Day Price Move • Feb 24Investor sentiment deteriorated over the past weekAfter last week's 37% share price decline to ₽94,350, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 5x in the Oil and Gas industry in Russia. Total loss to shareholders of 32% over the past three years.Buying Opportunity • Jan 17Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.2%. The fair value is estimated to be ₽194,756, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 26% over the last year.Reported Earnings • Dec 04Third quarter 2021 earnings: Revenues in line with analyst expectationsThird quarter 2021 results: Revenue: ₽276.3b (up 23% from 3Q 2020). Net income: ₽47.1b (up 24% from 3Q 2020). Profit margin: 17% (in line with 3Q 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 4.9%, compared to a 19% growth forecast for the industry in Russia.Reported Earnings • Sep 01Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₽276.0b (up 21% from 2Q 2020). Net income: ₽55.2b (up 265% from 2Q 2020). Profit margin: 20% (up from 6.6% in 2Q 2020). The increase in margin was driven by higher revenue.Reported Earnings • Jun 01First quarter 2021 earnings releasedThe company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: ₽253.4b (down 3.8% from 1Q 2020). Net income: ₽50.4b (down 11% from 1Q 2020). Profit margin: 20% (down from 22% in 1Q 2020). The decrease in margin was driven by lower revenue.Reported Earnings • Apr 01Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: ₽962.4b (down 9.5% from FY 2019). Net income: ₽133.2b (down 26% from FY 2019). Profit margin: 14% (down from 17% in FY 2019). The decrease in margin was driven by lower revenue.Is New 90 Day High Low • Jan 14New 90-day high: ₽150,200The company is up 4.0% from its price of ₽144,500 on 16 October 2020. The Russian market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Oil and Gas industry, which is up 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽184,354 per share.Major Estimate Revision • Dec 17Analysts update estimatesThe 2020 consensus earning per share (EPS) estimate increased from ₽16,727 to ₽18,866. Revenue estimate for the same period was approximately flat at ₽935.5b. Net income is expected to grow by 3.3% next year compared to 41% growth forecast for the Oil and Gas industry in Russian Federation. The consensus price target increased from ₽2,501 to ₽2,517. Share price is down by 1.3% to ₽141,900 over the past week.お知らせ • Dec 02Public Joint Stock Company Transneft to Report Nine Months, 2020 Results on Dec 02, 2020Public Joint Stock Company Transneft announced that they will report nine months, 2020 results on Dec 02, 2020Major Estimate Revision • Oct 19Analysts lower EPS estimates to ₽17,556The 2020 consensus revenue estimate was lowered from ₽1.03t to ₽992.2b. Earning per share (EPS) estimate was also lowered from ₽22,890 to ₽17,556 for the same period. Net income is expected to grow by 5.8% next year compared to 22% growth forecast for the Oil and Gas industry in Russian Federation. The consensus price target increased from ₽2,419 to ₽2,478. Share price is down by 7.2% to ₽136,200 over the past week.Reported Earnings • Oct 04First half earnings releasedOver the last 12 months the company has reported total profits of ₽145.4b, down 39% from the prior year. Total revenue was ₽1.04t over the last 12 months, largely unchanged from the prior year.お知らせ • Oct 01Public Joint Stock Company Transneft to Report First Half, 2020 Results on Oct 02, 2020Public Joint Stock Company Transneft announced that they will report first half, 2020 results on Oct 02, 2020Is New 90 Day High Low • Sep 29New 90-day high: ₽148,200The company is up 10.0% from its price of ₽134,150 on 30 June 2020. The Russian market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Oil and Gas industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽150,916 per share.収支内訳Transneft 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MISX:TRNFP 収益、費用、利益 ( )RUB Millions日付収益収益G+A経費研究開発費30 Sep 211,051,815175,9764,375030 Jun 211,000,209167,0124,581031 Mar 21952,530126,9307,523031 Dec 20962,440133,2367,903030 Sep 20987,469145,4039,351030 Jun 201,035,223145,44510,444031 Mar 201,067,074186,0589,123031 Dec 191,063,829179,38810,497030 Sep 191,056,681197,2648,225030 Jun 191,036,936238,0396,623031 Mar 191,014,817227,3865,138031 Dec 18979,958224,3374,949030 Sep 18942,547196,2056,538030 Jun 18909,393170,2586,717031 Mar 18890,505159,5507,797031 Dec 17884,337191,9717,308030 Sep 17876,888217,1225,326030 Jun 17868,978212,1386,295031 Mar 17863,200236,6906,090031 Dec 16848,134232,8566,747030 Sep 16834,684191,7074,457030 Jun 16826,014158,319-58,129031 Mar 16818,180155,738-26,084031 Dec 15815,652143,3784,6460質の高い収益: TRNFPは 高品質の収益 を持っています。利益率の向上: TRNFPの現在の純利益率 (16.7%)は、昨年(14.7%)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: TRNFPの過去 5 年間の前年比収益成長率がプラスであったかどうかを判断するにはデータが不十分です。成長の加速: TRNFPの過去 1 年間の収益成長を 5 年間の平均と比較するにはデータが不十分です。収益対業界: TRNFPの過去 1 年間の収益成長率 ( 21% ) Oil and Gas業界-9.2%を上回りませんでした。株主資本利益率高いROE: TRNFPの 自己資本利益率 ( 7.8% ) 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7D1Y7D1Y7D1YEnergy 、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2022/10/05 10:40終値2022/07/08 00:00収益2021/09/30年間収益2020/12/31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Public Joint Stock Company Transneft 1 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。7 アナリスト機関Ekaterina SmykBofA Global ResearchPavel KushnirDeutsche BankGeydar MamedovGoldman Sachs4 その他のアナリストを表示
Reported Earnings • Dec 04Third quarter 2021 earnings: Revenues in line with analyst expectationsThird quarter 2021 results: Revenue: ₽276.3b (up 23% from 3Q 2020). Net income: ₽47.1b (up 24% from 3Q 2020). Profit margin: 17% (in line with 3Q 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 4.9%, compared to a 19% growth forecast for the industry in Russia.
Reported Earnings • Sep 01Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₽276.0b (up 21% from 2Q 2020). Net income: ₽55.2b (up 265% from 2Q 2020). Profit margin: 20% (up from 6.6% in 2Q 2020). The increase in margin was driven by higher revenue.
Reported Earnings • Jun 01First quarter 2021 earnings releasedThe company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: ₽253.4b (down 3.8% from 1Q 2020). Net income: ₽50.4b (down 11% from 1Q 2020). Profit margin: 20% (down from 22% in 1Q 2020). The decrease in margin was driven by lower revenue.
Reported Earnings • Apr 01Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: ₽962.4b (down 9.5% from FY 2019). Net income: ₽133.2b (down 26% from FY 2019). Profit margin: 14% (down from 17% in FY 2019). The decrease in margin was driven by lower revenue.
お知らせ • Dec 02Public Joint Stock Company Transneft to Report Nine Months, 2020 Results on Dec 02, 2020Public Joint Stock Company Transneft announced that they will report nine months, 2020 results on Dec 02, 2020
Reported Earnings • Oct 04First half earnings releasedOver the last 12 months the company has reported total profits of ₽145.4b, down 39% from the prior year. Total revenue was ₽1.04t over the last 12 months, largely unchanged from the prior year.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Alexander Korsik was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to ₽120,950, the stock trades at a forward P/E ratio of 2x. Average forward P/E is 2x in the Oil and Gas industry in Russia. Total loss to shareholders of 15% over the past three years.
Board Change • Mar 24Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Alexander Korsik was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 07Public Joint Stock Company Transneft(MISX:TRNFP) dropped from FTSE All-World Index (USD)Public Joint Stock Company Transneft(MISX:TRNFP) dropped from FTSE All-World Index (USD)
Valuation Update With 7 Day Price Move • Feb 24Investor sentiment deteriorated over the past weekAfter last week's 37% share price decline to ₽94,350, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 5x in the Oil and Gas industry in Russia. Total loss to shareholders of 32% over the past three years.
Buying Opportunity • Jan 17Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.2%. The fair value is estimated to be ₽194,756, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 26% over the last year.
Reported Earnings • Dec 04Third quarter 2021 earnings: Revenues in line with analyst expectationsThird quarter 2021 results: Revenue: ₽276.3b (up 23% from 3Q 2020). Net income: ₽47.1b (up 24% from 3Q 2020). Profit margin: 17% (in line with 3Q 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 4.9%, compared to a 19% growth forecast for the industry in Russia.
Reported Earnings • Sep 01Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₽276.0b (up 21% from 2Q 2020). Net income: ₽55.2b (up 265% from 2Q 2020). Profit margin: 20% (up from 6.6% in 2Q 2020). The increase in margin was driven by higher revenue.
Reported Earnings • Jun 01First quarter 2021 earnings releasedThe company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: ₽253.4b (down 3.8% from 1Q 2020). Net income: ₽50.4b (down 11% from 1Q 2020). Profit margin: 20% (down from 22% in 1Q 2020). The decrease in margin was driven by lower revenue.
Reported Earnings • Apr 01Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: ₽962.4b (down 9.5% from FY 2019). Net income: ₽133.2b (down 26% from FY 2019). Profit margin: 14% (down from 17% in FY 2019). The decrease in margin was driven by lower revenue.
Is New 90 Day High Low • Jan 14New 90-day high: ₽150,200The company is up 4.0% from its price of ₽144,500 on 16 October 2020. The Russian market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Oil and Gas industry, which is up 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽184,354 per share.
Major Estimate Revision • Dec 17Analysts update estimatesThe 2020 consensus earning per share (EPS) estimate increased from ₽16,727 to ₽18,866. Revenue estimate for the same period was approximately flat at ₽935.5b. Net income is expected to grow by 3.3% next year compared to 41% growth forecast for the Oil and Gas industry in Russian Federation. The consensus price target increased from ₽2,501 to ₽2,517. Share price is down by 1.3% to ₽141,900 over the past week.
お知らせ • Dec 02Public Joint Stock Company Transneft to Report Nine Months, 2020 Results on Dec 02, 2020Public Joint Stock Company Transneft announced that they will report nine months, 2020 results on Dec 02, 2020
Major Estimate Revision • Oct 19Analysts lower EPS estimates to ₽17,556The 2020 consensus revenue estimate was lowered from ₽1.03t to ₽992.2b. Earning per share (EPS) estimate was also lowered from ₽22,890 to ₽17,556 for the same period. Net income is expected to grow by 5.8% next year compared to 22% growth forecast for the Oil and Gas industry in Russian Federation. The consensus price target increased from ₽2,419 to ₽2,478. Share price is down by 7.2% to ₽136,200 over the past week.
Reported Earnings • Oct 04First half earnings releasedOver the last 12 months the company has reported total profits of ₽145.4b, down 39% from the prior year. Total revenue was ₽1.04t over the last 12 months, largely unchanged from the prior year.
お知らせ • Oct 01Public Joint Stock Company Transneft to Report First Half, 2020 Results on Oct 02, 2020Public Joint Stock Company Transneft announced that they will report first half, 2020 results on Oct 02, 2020
Is New 90 Day High Low • Sep 29New 90-day high: ₽148,200The company is up 10.0% from its price of ₽134,150 on 30 June 2020. The Russian market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Oil and Gas industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽150,916 per share.