This company listing is no longer activeThis company may still be operating, however this listing is no longer active.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 EventsDetsky Mir（DSKY）株式概要Public Joint Stock Company Detsky Mir, a multi-format retailer, operates a chain of children’s goods retail stores. 詳細DSKY ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績3/6財務の健全性2/6配当金2/6報酬当社が推定した公正価値より20.3%で取引されている 過去1年間で収益は7.8%増加しました リスク分析マイナスの株主資本 株式の流動性は非常に低い 14.99%の配当は、利益やフリーキャッシュフローによって十分にカバーされていない 多額の負債を抱えている すべてのリスクチェックを見るDSKY Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value₽Current Price₽75.20該当なし内在価値ディスカウントEst. Revenue$PastFuture0312b2016201920222025202620282031Revenue ₽311.7bEarnings ₽16.9bAdvancedSet Fair ValueView all narrativesPublic Joint Stock Company Detsky Mir 競合他社M.videoSymbol: MISX:MVIDMarket cap: ₽36.0band ST HDLtdSymbol: TSE:2685Market cap: JP¥143.7bNishimatsuya ChainSymbol: TSE:7545Market cap: JP¥119.4bAccent GroupSymbol: ASX:AX1Market cap: AU$330.7m価格と性能株価の高値、安値、推移の概要Detsky Mir過去の株価現在の株価₽75.2052週高値₽145.1852週安値₽42.32ベータ0.621ヶ月の変化0%3ヶ月変化0.40%1年変化-42.74%3年間の変化-16.59%5年間の変化-25.87%IPOからの変化-11.53%最新ニュースお知らせ • May 31Public Joint Stock Company Detsky Mir (MISX:DSKY) completed the spin-off of LLC Detsky Mir.The board of Public Joint Stock Company Detsky Mir (MISX:DSKY) intent to spin-off LLC Detsky Mir on November 7, 2022. Detsky Mir plans a reorganization into a private firm in the form of a spin-off of LLC Detsky Mir as a subsidiary operating company and as a result of the reorganization, LLC Detsky Mir will receive assets required to conduct business activities. Upon completion of the reorganization, it is planned that shareholders of the public company Detsky Mir will be offered the opportunity to exchange their shares for shares in a subsidiary of PJSC Detsky Mir that will hold a 100% interest in the private company LLC Detsky Mir. The procedure assumes a reorganization of PJSC Detsky Mir, gradual transition of shareholders from the public company PJSC Detsky Mir to a non-public company LLC Detsky Mir and a tender offer for shareholders of PJSC Detsky Mir who have not transferred to LLC Detsky Mir. Following these steps, PJSC Detsky Mir may be liquidated subject to receipt of all necessary corporate approvals. Detsky Mir will continue its operations in children’s food and non-food product retail and will be able to focus on developing its existing retail chain, as well as to manage its business in an efficient and flexible way, The Board of Directors plans to recommend that, at an Extraordinary General Meeting of Shareholders (EGM), the company’s shareholders approve the launch of the reorganization of PJSC Detsky Mir in the form of a spin-off of LLC Detsky Mir as a subsidiary operating company. If approved by the EGM, the reorganization will be completed within approximately six months of the EGM decision. On December 29, 2022, The shareholders approve the transaction. The EGM resolved to approve the new charter of PJSC Detsky Mir and the reorganization of PJSC Detsky Mir in the form of a spin-off of LLC DM as a subsidiary operating company. Public Joint Stock Company Detsky Mir (MISX:DSKY) completed the spin-off of LLC Detsky Mir on May 30, 2023.Reported Earnings • Jun 07First quarter 2022 earnings releasedFirst quarter 2022 results: ₽0.76 loss per share. Revenue: ₽37.9b (up 6.1% from 1Q 2021). Net loss: ₽555.0m (down 143% from profit in 1Q 2021). Over the next year, revenue is forecast to grow 17%, compared to a 7.7% growth forecast for the industry in Russia. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • May 07Public Joint Stock Company Detsky Mir to Report Q3, 2022 Results on Nov 07, 2022Public Joint Stock Company Detsky Mir announced that they will report Q3, 2022 results on Nov 07, 2022Board Change • Apr 27High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 2 experienced directors. No highly experienced directors. Non-Executive Director Tony Maher is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Apr 15+ 1 more updatePublic Joint Stock Company Detsky Mir to Report Q1, 2022 Results on May 16, 2022Public Joint Stock Company Detsky Mir announced that they will report Q1, 2022 results on May 16, 2022お知らせ • Apr 14An unknown buyer acquired 15% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) from Gulf Investments Limited.An unknown buyer acquired 15% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) from Gulf Investments Limited on April 13, 2022. Post completion, Gulf Investments Limited hold no stake in Public Joint Stock Company Detsky Mir. An unknown buyer completed the acquisition of 15% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) from Gulf Investments Limited on April 13, 2022.最新情報をもっと見るRecent updatesお知らせ • May 31Public Joint Stock Company Detsky Mir (MISX:DSKY) completed the spin-off of LLC Detsky Mir.The board of Public Joint Stock Company Detsky Mir (MISX:DSKY) intent to spin-off LLC Detsky Mir on November 7, 2022. Detsky Mir plans a reorganization into a private firm in the form of a spin-off of LLC Detsky Mir as a subsidiary operating company and as a result of the reorganization, LLC Detsky Mir will receive assets required to conduct business activities. Upon completion of the reorganization, it is planned that shareholders of the public company Detsky Mir will be offered the opportunity to exchange their shares for shares in a subsidiary of PJSC Detsky Mir that will hold a 100% interest in the private company LLC Detsky Mir. The procedure assumes a reorganization of PJSC Detsky Mir, gradual transition of shareholders from the public company PJSC Detsky Mir to a non-public company LLC Detsky Mir and a tender offer for shareholders of PJSC Detsky Mir who have not transferred to LLC Detsky Mir. Following these steps, PJSC Detsky Mir may be liquidated subject to receipt of all necessary corporate approvals. Detsky Mir will continue its operations in children’s food and non-food product retail and will be able to focus on developing its existing retail chain, as well as to manage its business in an efficient and flexible way, The Board of Directors plans to recommend that, at an Extraordinary General Meeting of Shareholders (EGM), the company’s shareholders approve the launch of the reorganization of PJSC Detsky Mir in the form of a spin-off of LLC Detsky Mir as a subsidiary operating company. If approved by the EGM, the reorganization will be completed within approximately six months of the EGM decision. On December 29, 2022, The shareholders approve the transaction. The EGM resolved to approve the new charter of PJSC Detsky Mir and the reorganization of PJSC Detsky Mir in the form of a spin-off of LLC DM as a subsidiary operating company. Public Joint Stock Company Detsky Mir (MISX:DSKY) completed the spin-off of LLC Detsky Mir on May 30, 2023.Reported Earnings • Jun 07First quarter 2022 earnings releasedFirst quarter 2022 results: ₽0.76 loss per share. Revenue: ₽37.9b (up 6.1% from 1Q 2021). Net loss: ₽555.0m (down 143% from profit in 1Q 2021). Over the next year, revenue is forecast to grow 17%, compared to a 7.7% growth forecast for the industry in Russia. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • May 07Public Joint Stock Company Detsky Mir to Report Q3, 2022 Results on Nov 07, 2022Public Joint Stock Company Detsky Mir announced that they will report Q3, 2022 results on Nov 07, 2022Board Change • Apr 27High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 2 experienced directors. No highly experienced directors. Non-Executive Director Tony Maher is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Apr 15+ 1 more updatePublic Joint Stock Company Detsky Mir to Report Q1, 2022 Results on May 16, 2022Public Joint Stock Company Detsky Mir announced that they will report Q1, 2022 results on May 16, 2022お知らせ • Apr 14An unknown buyer acquired 15% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) from Gulf Investments Limited.An unknown buyer acquired 15% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) from Gulf Investments Limited on April 13, 2022. Post completion, Gulf Investments Limited hold no stake in Public Joint Stock Company Detsky Mir. An unknown buyer completed the acquisition of 15% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) from Gulf Investments Limited on April 13, 2022.Buying Opportunity • Apr 08Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 33%. The fair value is estimated to be ₽107, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 5.9% per annum over the same time period.Valuation Update With 7 Day Price Move • Apr 01Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₽87.50, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Specialty Retail industry in Europe. Total returns to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₽107 per share.Price Target Changed • Mar 24Price target decreased to ₽135Down from ₽152, the current price target is an average from 6 analysts. New target price is 69% above last closing price of ₽79.66. Stock is down 42% over the past year.Board Change • Mar 24High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 2 experienced directors. No highly experienced directors. Non-Executive Director Tony Maher is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Price Target Changed • Mar 10Price target decreased to ₽137Down from ₽158, the current price target is an average from 7 analysts. New target price is 60% above last closing price of ₽85.60. Stock is down 39% over the past year. The company is forecast to post earnings per share of ₽15.28 for next year compared to ₽9.19 last year.お知らせ • Mar 04Detsky Mir Group of Companies Announces Board ChangesGeorgy Kononov has been appointed the Operating Director and a member of the Management Board of Detsky Mir Group. He replaced Sergey Li in this position and officially assumed the position of Operating Director of Detsky Mir Group on March 1, 2022. G. Kononov will be responsible for the further development of various formats of stores and sales channels of the Group, increasing the efficiency of the use of retail space, as well as for the introduction of modern technologies and acceleration of digital transformation. Prior to his appointment as Chief Operating Officer, G. Kononov held the position of Director of the Retail Development and Support Department of Detsky Mir Group of Companies. Prior to joining Detsky Mir, he held the position of Director of the Department for the development of retail formats of the M. Video and Eldorado brands.Valuation Update With 7 Day Price Move • Feb 22Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to ₽92.00, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the Specialty Retail industry in Europe. Total returns to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₽149 per share.Price Target Changed • Feb 11Price target decreased to ₽155Down from ₽168, the current price target is an average from 7 analysts. New target price is 41% above last closing price of ₽110. Stock is down 24% over the past year. The company is forecast to post earnings per share of ₽16.81 for next year compared to ₽9.19 last year.分析記事 • Feb 10Is There An Opportunity With Public Joint Stock Company Detsky Mir's (MCX:DSKY) 27% Undervaluation?In this article we are going to estimate the intrinsic value of Public Joint Stock Company Detsky Mir ( MCX:DSKY ) by...お知らせ • Feb 09Public Joint Stock Company Detsky Mir (MISX:DSKY) announces an Equity Buyback for RUB 3,500 million worth of its shares.Public Joint Stock Company Detsky Mir (MISX:DSKY) announces a share repurchase program. Under the program, the company will repurchase up to RUB 3,500 million worth of its shares. The company expects that the shares acquired under the program will subsequently be redeemed subject to all applicable restrictions and regulations. The program for a period until August 9, 2022.Valuation Update With 7 Day Price Move • Jan 24Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₽100, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Specialty Retail industry in Europe. Total returns to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₽155 per share.分析記事 • Dec 20Detsky Mir (MCX:DSKY) Has A Pretty Healthy Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...お知らせ • Nov 24Storale Limited acquired 14.9% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY).Storale Limited acquired 14.9% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) on November 23, 2021. Storale Limited completed the acquisition of 14.9% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) on November 23, 2021.Reported Earnings • Aug 28Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₽37.4b (up 30% from 2Q 2020). Net income: ₽3.82b (up 419% from 2Q 2020). Profit margin: 10% (up from 2.6% in 2Q 2020). The increase in margin was driven by higher revenue.お知らせ • Jun 03Altus Capital completed the acquisition of an additional 4.99% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY).Altus Capital agreed to acquire an additional 4.99% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) on April 2, 2021. Altus Capital entered into a legally binding agreement to acquire an additional 4.99% stake in Public Joint Stock Company Detsky Mir on April 26, 2021. The transaction was approved by Russia's Federal Anti-monopoly Service. The transaction is expected to be completed shortly. Altus Capital completed the acquisition of an additional 4.99% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) on June 2, 2021.Reported Earnings • May 05First quarter 2021 earnings released: EPS ₽1.76The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ₽35.7b (up 15% from 1Q 2020). Net income: ₽1.29b (up ₽1.65b from 1Q 2020). Profit margin: 3.6% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Mar 03Full year 2020 earnings released: EPS ₽9.19 (vs ₽8.89 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: ₽142.9b (up 11% from FY 2019). Net income: ₽6.75b (up 3.2% from FY 2019). Profit margin: 4.7% (down from 5.1% in FY 2019). The decrease in margin was driven by higher expenses. 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 17% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Mar 03Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 0.4%. Earnings per share (EPS) also surpassed analyst estimates by 13%. Over the next year, revenue is forecast to grow 12%, compared to a 8.1% growth forecast for the Specialty Retail industry in Russia.お知らせ • Feb 23Public Joint Stock Company Detsky Mir to Report Fiscal Year 2020 Results on Mar 01, 2021Public Joint Stock Company Detsky Mir announced that they will report fiscal year 2020 results on Mar 01, 2021お知らせ • Dec 30+ 2 more updatesAltus Capital completed the acquisition of additional 25% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY).Altus Capital signed an agreement to acquire additional 25% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) on December 18, 2020. Altus Capital completed the acquisition of additional 25% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) on December 28, 2020.お知らせ • Dec 18Altus Capital completed the acquisition of a 25% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY).Altus Capital made an offer to acquire a 29.9% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) for RUB 35.4 billion on November 30, 2020. Under the terms, Altus will acquire 220.961 million shares in Detsky Mir at RUB 160 per share. As of December 11, 2020, Altus Capital revised its offer. As per revised offer, Altus Capital made an offer to acquire a 25% stake in Public Joint Stock Company Detsky Mir for RUB 29.6 billion on December 11, 2020. The Offeror will use external financing to purchase the Shares. The transaction is subject to customary closing conditions, including approval from Russian antitrust watchdog for regulatory clearance. Public Joint Stock Company Detsky Mir has formed a special committee composed of Maria Davydova, Evgeniy Madorskiy And Alexander Shevchuk to review implications of offer and to explore strategic alternatives available to company's shareholders. The tender offer will run from December 3, 2020 till December 18, 2020. As of December 11, 2020, tender offer period has been extended to December 24, 2020. Goldman Sachs International acted as a lead financial advisor and Herbert Smith Freehills acted as a legal advisor to the special committee of Public Joint Stock Company Detsky Mir. Altus Capital completed the acquisition of a 25% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) on December 16, 2020.Is New 90 Day High Low • Dec 07New 90-day high: ₽143The company is up 29% from its price of ₽110 on 08 September 2020. The Russian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽85.48 per share.Is New 90 Day High Low • Nov 20New 90-day high: ₽127The company is up 5.0% from its price of ₽121 on 21 August 2020. The Russian market is flat over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Specialty Retail industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽82.87 per share.Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS ₽2.78The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: ₽38.5b (up 14% from 3Q 2019). Net income: ₽2.04b (down 5.1% from 3Q 2019). Profit margin: 5.3% (down from 6.3% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 4% per year.お知らせ • Sep 04+ 1 more updatePublic Joint Stock Company Detsky Mir has completed a Follow-on Equity Offering in the amount of RUB 20.692 billion.Public Joint Stock Company Detsky Mir has completed a Follow-on Equity Offering in the amount of RUB 20.692 billion. Security Name: Shares Security Type: Common Stock Securities Offered: 184,750,001 Price\Range: RUB 112お知らせ • Jun 22An unknown buyer acquired 13% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) from Sistema Public Joint Stock Financial Corporation (MISX:AFKS).An unknown buyer acquired 13% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) from Sistema Public Joint Stock Financial Corporation (MISX:AFKS) on June 19, 2020. As part of the transaction, Sistema’s ownership stake in Detsky Mir has decreased from 33.38% to 20.38%. An unknown buyer completed the acquisition of 13% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) from Sistema Public Joint Stock Financial Corporation (MISX:AFKS) on June 19, 2020.株主還元DSKYRU Specialty RetailRU 市場7D0%3.1%2.4%1Y-42.7%3.0%12.6%株主還元を見る業界別リターン: DSKY過去 1 年間で3 % の収益を上げたRussian Specialty Retail業界を下回りました。リターン対市場: DSKYは、過去 1 年間で12.6 % のリターンを上げたRussian市場を下回りました。価格変動Is DSKY's price volatile compared to industry and market?DSKY volatilityDSKY Average Weekly Movementn/aSpecialty Retail Industry Average Movement5.2%Market Average Movement5.4%10% most volatile stocks in RU Market10.9%10% least volatile stocks in RU Market2.9%安定した株価: DSKY 、 Russian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 過去 1 年間のDSKYのボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト194715,067Maria Davydovawww.detmir.ruもっと見るPublic Joint Stock Company Detsky Mir 基礎のまとめDetsky Mir の収益と売上を時価総額と比較するとどうか。DSKY 基礎統計学時価総額₽55.29b収益（TTM）₽9.05b売上高(TTM)₽166.48b6.1xPER（株価収益率0.3xP/SレシオDSKY は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計DSKY 損益計算書（TTM）収益₽166.48b売上原価₽116.03b売上総利益₽50.45bその他の費用₽41.39b収益₽9.05b直近の収益報告Mar 31, 2022次回決算日Nov 07, 2022一株当たり利益（EPS）12.31グロス・マージン30.30%純利益率5.44%有利子負債／自己資本比率-1,892.2%DSKY の長期的なパフォーマンスは？過去の実績と比較を見る配当金15.0%現在の配当利回り92%配当性向View Valuation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 01:51終値2022/07/08 00:00収益2022/03/31年間収益2021/12/31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 Detsky Mir 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。6 アナリスト機関Ilya OgorodnikovBofA Global ResearchYulia GerasimovaGoldman SachsElena JouronovaJ.P. Morgan3 その他のアナリストを表示
お知らせ • May 31Public Joint Stock Company Detsky Mir (MISX:DSKY) completed the spin-off of LLC Detsky Mir.The board of Public Joint Stock Company Detsky Mir (MISX:DSKY) intent to spin-off LLC Detsky Mir on November 7, 2022. Detsky Mir plans a reorganization into a private firm in the form of a spin-off of LLC Detsky Mir as a subsidiary operating company and as a result of the reorganization, LLC Detsky Mir will receive assets required to conduct business activities. Upon completion of the reorganization, it is planned that shareholders of the public company Detsky Mir will be offered the opportunity to exchange their shares for shares in a subsidiary of PJSC Detsky Mir that will hold a 100% interest in the private company LLC Detsky Mir. The procedure assumes a reorganization of PJSC Detsky Mir, gradual transition of shareholders from the public company PJSC Detsky Mir to a non-public company LLC Detsky Mir and a tender offer for shareholders of PJSC Detsky Mir who have not transferred to LLC Detsky Mir. Following these steps, PJSC Detsky Mir may be liquidated subject to receipt of all necessary corporate approvals. Detsky Mir will continue its operations in children’s food and non-food product retail and will be able to focus on developing its existing retail chain, as well as to manage its business in an efficient and flexible way, The Board of Directors plans to recommend that, at an Extraordinary General Meeting of Shareholders (EGM), the company’s shareholders approve the launch of the reorganization of PJSC Detsky Mir in the form of a spin-off of LLC Detsky Mir as a subsidiary operating company. If approved by the EGM, the reorganization will be completed within approximately six months of the EGM decision. On December 29, 2022, The shareholders approve the transaction. The EGM resolved to approve the new charter of PJSC Detsky Mir and the reorganization of PJSC Detsky Mir in the form of a spin-off of LLC DM as a subsidiary operating company. Public Joint Stock Company Detsky Mir (MISX:DSKY) completed the spin-off of LLC Detsky Mir on May 30, 2023.
Reported Earnings • Jun 07First quarter 2022 earnings releasedFirst quarter 2022 results: ₽0.76 loss per share. Revenue: ₽37.9b (up 6.1% from 1Q 2021). Net loss: ₽555.0m (down 143% from profit in 1Q 2021). Over the next year, revenue is forecast to grow 17%, compared to a 7.7% growth forecast for the industry in Russia. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • May 07Public Joint Stock Company Detsky Mir to Report Q3, 2022 Results on Nov 07, 2022Public Joint Stock Company Detsky Mir announced that they will report Q3, 2022 results on Nov 07, 2022
Board Change • Apr 27High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 2 experienced directors. No highly experienced directors. Non-Executive Director Tony Maher is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Apr 15+ 1 more updatePublic Joint Stock Company Detsky Mir to Report Q1, 2022 Results on May 16, 2022Public Joint Stock Company Detsky Mir announced that they will report Q1, 2022 results on May 16, 2022
お知らせ • Apr 14An unknown buyer acquired 15% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) from Gulf Investments Limited.An unknown buyer acquired 15% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) from Gulf Investments Limited on April 13, 2022. Post completion, Gulf Investments Limited hold no stake in Public Joint Stock Company Detsky Mir. An unknown buyer completed the acquisition of 15% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) from Gulf Investments Limited on April 13, 2022.
お知らせ • May 31Public Joint Stock Company Detsky Mir (MISX:DSKY) completed the spin-off of LLC Detsky Mir.The board of Public Joint Stock Company Detsky Mir (MISX:DSKY) intent to spin-off LLC Detsky Mir on November 7, 2022. Detsky Mir plans a reorganization into a private firm in the form of a spin-off of LLC Detsky Mir as a subsidiary operating company and as a result of the reorganization, LLC Detsky Mir will receive assets required to conduct business activities. Upon completion of the reorganization, it is planned that shareholders of the public company Detsky Mir will be offered the opportunity to exchange their shares for shares in a subsidiary of PJSC Detsky Mir that will hold a 100% interest in the private company LLC Detsky Mir. The procedure assumes a reorganization of PJSC Detsky Mir, gradual transition of shareholders from the public company PJSC Detsky Mir to a non-public company LLC Detsky Mir and a tender offer for shareholders of PJSC Detsky Mir who have not transferred to LLC Detsky Mir. Following these steps, PJSC Detsky Mir may be liquidated subject to receipt of all necessary corporate approvals. Detsky Mir will continue its operations in children’s food and non-food product retail and will be able to focus on developing its existing retail chain, as well as to manage its business in an efficient and flexible way, The Board of Directors plans to recommend that, at an Extraordinary General Meeting of Shareholders (EGM), the company’s shareholders approve the launch of the reorganization of PJSC Detsky Mir in the form of a spin-off of LLC Detsky Mir as a subsidiary operating company. If approved by the EGM, the reorganization will be completed within approximately six months of the EGM decision. On December 29, 2022, The shareholders approve the transaction. The EGM resolved to approve the new charter of PJSC Detsky Mir and the reorganization of PJSC Detsky Mir in the form of a spin-off of LLC DM as a subsidiary operating company. Public Joint Stock Company Detsky Mir (MISX:DSKY) completed the spin-off of LLC Detsky Mir on May 30, 2023.
Reported Earnings • Jun 07First quarter 2022 earnings releasedFirst quarter 2022 results: ₽0.76 loss per share. Revenue: ₽37.9b (up 6.1% from 1Q 2021). Net loss: ₽555.0m (down 143% from profit in 1Q 2021). Over the next year, revenue is forecast to grow 17%, compared to a 7.7% growth forecast for the industry in Russia. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • May 07Public Joint Stock Company Detsky Mir to Report Q3, 2022 Results on Nov 07, 2022Public Joint Stock Company Detsky Mir announced that they will report Q3, 2022 results on Nov 07, 2022
Board Change • Apr 27High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 2 experienced directors. No highly experienced directors. Non-Executive Director Tony Maher is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Apr 15+ 1 more updatePublic Joint Stock Company Detsky Mir to Report Q1, 2022 Results on May 16, 2022Public Joint Stock Company Detsky Mir announced that they will report Q1, 2022 results on May 16, 2022
お知らせ • Apr 14An unknown buyer acquired 15% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) from Gulf Investments Limited.An unknown buyer acquired 15% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) from Gulf Investments Limited on April 13, 2022. Post completion, Gulf Investments Limited hold no stake in Public Joint Stock Company Detsky Mir. An unknown buyer completed the acquisition of 15% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) from Gulf Investments Limited on April 13, 2022.
Buying Opportunity • Apr 08Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 33%. The fair value is estimated to be ₽107, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 5.9% per annum over the same time period.
Valuation Update With 7 Day Price Move • Apr 01Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₽87.50, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Specialty Retail industry in Europe. Total returns to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₽107 per share.
Price Target Changed • Mar 24Price target decreased to ₽135Down from ₽152, the current price target is an average from 6 analysts. New target price is 69% above last closing price of ₽79.66. Stock is down 42% over the past year.
Board Change • Mar 24High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 2 experienced directors. No highly experienced directors. Non-Executive Director Tony Maher is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Price Target Changed • Mar 10Price target decreased to ₽137Down from ₽158, the current price target is an average from 7 analysts. New target price is 60% above last closing price of ₽85.60. Stock is down 39% over the past year. The company is forecast to post earnings per share of ₽15.28 for next year compared to ₽9.19 last year.
お知らせ • Mar 04Detsky Mir Group of Companies Announces Board ChangesGeorgy Kononov has been appointed the Operating Director and a member of the Management Board of Detsky Mir Group. He replaced Sergey Li in this position and officially assumed the position of Operating Director of Detsky Mir Group on March 1, 2022. G. Kononov will be responsible for the further development of various formats of stores and sales channels of the Group, increasing the efficiency of the use of retail space, as well as for the introduction of modern technologies and acceleration of digital transformation. Prior to his appointment as Chief Operating Officer, G. Kononov held the position of Director of the Retail Development and Support Department of Detsky Mir Group of Companies. Prior to joining Detsky Mir, he held the position of Director of the Department for the development of retail formats of the M. Video and Eldorado brands.
Valuation Update With 7 Day Price Move • Feb 22Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to ₽92.00, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the Specialty Retail industry in Europe. Total returns to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₽149 per share.
Price Target Changed • Feb 11Price target decreased to ₽155Down from ₽168, the current price target is an average from 7 analysts. New target price is 41% above last closing price of ₽110. Stock is down 24% over the past year. The company is forecast to post earnings per share of ₽16.81 for next year compared to ₽9.19 last year.
分析記事 • Feb 10Is There An Opportunity With Public Joint Stock Company Detsky Mir's (MCX:DSKY) 27% Undervaluation?In this article we are going to estimate the intrinsic value of Public Joint Stock Company Detsky Mir ( MCX:DSKY ) by...
お知らせ • Feb 09Public Joint Stock Company Detsky Mir (MISX:DSKY) announces an Equity Buyback for RUB 3,500 million worth of its shares.Public Joint Stock Company Detsky Mir (MISX:DSKY) announces a share repurchase program. Under the program, the company will repurchase up to RUB 3,500 million worth of its shares. The company expects that the shares acquired under the program will subsequently be redeemed subject to all applicable restrictions and regulations. The program for a period until August 9, 2022.
Valuation Update With 7 Day Price Move • Jan 24Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₽100, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Specialty Retail industry in Europe. Total returns to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₽155 per share.
分析記事 • Dec 20Detsky Mir (MCX:DSKY) Has A Pretty Healthy Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
お知らせ • Nov 24Storale Limited acquired 14.9% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY).Storale Limited acquired 14.9% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) on November 23, 2021. Storale Limited completed the acquisition of 14.9% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) on November 23, 2021.
Reported Earnings • Aug 28Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₽37.4b (up 30% from 2Q 2020). Net income: ₽3.82b (up 419% from 2Q 2020). Profit margin: 10% (up from 2.6% in 2Q 2020). The increase in margin was driven by higher revenue.
お知らせ • Jun 03Altus Capital completed the acquisition of an additional 4.99% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY).Altus Capital agreed to acquire an additional 4.99% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) on April 2, 2021. Altus Capital entered into a legally binding agreement to acquire an additional 4.99% stake in Public Joint Stock Company Detsky Mir on April 26, 2021. The transaction was approved by Russia's Federal Anti-monopoly Service. The transaction is expected to be completed shortly. Altus Capital completed the acquisition of an additional 4.99% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) on June 2, 2021.
Reported Earnings • May 05First quarter 2021 earnings released: EPS ₽1.76The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ₽35.7b (up 15% from 1Q 2020). Net income: ₽1.29b (up ₽1.65b from 1Q 2020). Profit margin: 3.6% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Mar 03Full year 2020 earnings released: EPS ₽9.19 (vs ₽8.89 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: ₽142.9b (up 11% from FY 2019). Net income: ₽6.75b (up 3.2% from FY 2019). Profit margin: 4.7% (down from 5.1% in FY 2019). The decrease in margin was driven by higher expenses. 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 17% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Mar 03Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 0.4%. Earnings per share (EPS) also surpassed analyst estimates by 13%. Over the next year, revenue is forecast to grow 12%, compared to a 8.1% growth forecast for the Specialty Retail industry in Russia.
お知らせ • Feb 23Public Joint Stock Company Detsky Mir to Report Fiscal Year 2020 Results on Mar 01, 2021Public Joint Stock Company Detsky Mir announced that they will report fiscal year 2020 results on Mar 01, 2021
お知らせ • Dec 30+ 2 more updatesAltus Capital completed the acquisition of additional 25% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY).Altus Capital signed an agreement to acquire additional 25% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) on December 18, 2020. Altus Capital completed the acquisition of additional 25% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) on December 28, 2020.
お知らせ • Dec 18Altus Capital completed the acquisition of a 25% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY).Altus Capital made an offer to acquire a 29.9% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) for RUB 35.4 billion on November 30, 2020. Under the terms, Altus will acquire 220.961 million shares in Detsky Mir at RUB 160 per share. As of December 11, 2020, Altus Capital revised its offer. As per revised offer, Altus Capital made an offer to acquire a 25% stake in Public Joint Stock Company Detsky Mir for RUB 29.6 billion on December 11, 2020. The Offeror will use external financing to purchase the Shares. The transaction is subject to customary closing conditions, including approval from Russian antitrust watchdog for regulatory clearance. Public Joint Stock Company Detsky Mir has formed a special committee composed of Maria Davydova, Evgeniy Madorskiy And Alexander Shevchuk to review implications of offer and to explore strategic alternatives available to company's shareholders. The tender offer will run from December 3, 2020 till December 18, 2020. As of December 11, 2020, tender offer period has been extended to December 24, 2020. Goldman Sachs International acted as a lead financial advisor and Herbert Smith Freehills acted as a legal advisor to the special committee of Public Joint Stock Company Detsky Mir. Altus Capital completed the acquisition of a 25% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) on December 16, 2020.
Is New 90 Day High Low • Dec 07New 90-day high: ₽143The company is up 29% from its price of ₽110 on 08 September 2020. The Russian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽85.48 per share.
Is New 90 Day High Low • Nov 20New 90-day high: ₽127The company is up 5.0% from its price of ₽121 on 21 August 2020. The Russian market is flat over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Specialty Retail industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽82.87 per share.
Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS ₽2.78The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: ₽38.5b (up 14% from 3Q 2019). Net income: ₽2.04b (down 5.1% from 3Q 2019). Profit margin: 5.3% (down from 6.3% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 4% per year.
お知らせ • Sep 04+ 1 more updatePublic Joint Stock Company Detsky Mir has completed a Follow-on Equity Offering in the amount of RUB 20.692 billion.Public Joint Stock Company Detsky Mir has completed a Follow-on Equity Offering in the amount of RUB 20.692 billion. Security Name: Shares Security Type: Common Stock Securities Offered: 184,750,001 Price\Range: RUB 112
お知らせ • Jun 22An unknown buyer acquired 13% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) from Sistema Public Joint Stock Financial Corporation (MISX:AFKS).An unknown buyer acquired 13% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) from Sistema Public Joint Stock Financial Corporation (MISX:AFKS) on June 19, 2020. As part of the transaction, Sistema’s ownership stake in Detsky Mir has decreased from 33.38% to 20.38%. An unknown buyer completed the acquisition of 13% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) from Sistema Public Joint Stock Financial Corporation (MISX:AFKS) on June 19, 2020.
