View ValuationRostelecom 将来の成長Future 基準チェック /36Rostelecom は収益が増加すると予測されています。EPS は、年間 増加すると予測されています24.3%。主要情報25.3%収益成長率24.32%EPS成長率Telecom 収益成長21.1%収益成長率n/a将来の株主資本利益率17.20%アナリストカバレッジLow最終更新日n/a今後の成長に関する最新情報Price Target Changed • Jun 19Price target decreased to ₽105Down from ₽114, the current price target is an average from 3 analysts. New target price is 75% above last closing price of ₽59.83. Stock is down 41% over the past year. The company is forecast to post earnings per share of ₽12.73 for next year compared to ₽8.50 last year.Major Estimate Revision • Feb 16Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate fell from ₽10.58 to ₽9.08 per share. Revenue forecast steady at ₽575.3b. Net income forecast to grow 37% next year vs 1.7% growth forecast for Telecom industry in Russian Federation. Consensus price target down from ₽119 to ₽115. Share price fell 2.6% to ₽72.43 over the past week.Major Estimate Revision • Aug 05Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate increased from ₽9.59 to ₽11.87. Revenue forecast steady at ₽575.1b. Net income forecast to grow 29% next year vs 8.0% growth forecast for Telecom industry in Russian Federation. Consensus price target of ₽115 unchanged from last update. Share price rose 2.9% to ₽96.51 over the past week.すべての更新を表示Recent updatesお知らせ • Jun 25Public Joint Stock Company Rostelecom, Annual General Meeting, Jul 24, 2025Public Joint Stock Company Rostelecom, Annual General Meeting, Jul 24, 2025.お知らせ • Jun 17+ 1 more updatePublic Joint Stock Company Rostelecom to Report Q2, 2025 Results on Aug 06, 2025Public Joint Stock Company Rostelecom announced that they will report Q2, 2025 results on Aug 06, 2025お知らせ • Dec 25Public Joint Stock Company Rostelecom (MISX:RTKM) acquired 37.50% stake in First Data, LLC.Public Joint Stock Company Rostelecom (MISX:RTKM) acquired 37.50% stake in First Data, LLC on December 23, 2024. Rostelecom also received the right to subsequently increase its stake to 75%. For the period ending December 31, 2023, First Data, LLC reported total revenue of RUB 258.2 million and net income of RUB 16.7 million. Public Joint Stock Company Rostelecom (MISX:RTKM) completed the acquisition of 37.50% stake in First Data, LLC on December 23, 2024.お知らせ • Oct 04Rostelecom Appoints Medvedev as New ChairmanRostelecom announced that its management board has elected Dmitry Medvedev chairman. Medvedev is currently deputy chairman of the Security Council of the Russian Federation and was president of Russia from 2008 to 2012.お知らせ • Aug 14Public Joint Stock Company Rostelecom, Annual General Meeting, Sep 16, 2024Public Joint Stock Company Rostelecom, Annual General Meeting, Sep 16, 2024.お知らせ • Jul 31+ 1 more updatePublic Joint Stock Company Rostelecom to Report Q2, 2024 Results on Aug 14, 2024Public Joint Stock Company Rostelecom announced that they will report Q2, 2024 results on Aug 14, 2024お知らせ • Oct 18Public Joint Stock Company Rostelecom, Annual General Meeting, Nov 20, 2023Public Joint Stock Company Rostelecom, Annual General Meeting, Nov 20, 2023.お知らせ • May 05Public Joint Stock Company Rostelecom (MISX:RTKM) acquired remaining 49.9% stake in Inform LLC from PJSC LUKOIL (MISX:LKOH).Public Joint Stock Company Rostelecom (MISX:RTKM) acquired remaining 49.9% stake in Inform LLC from PJSC LUKOIL (MISX:LKOH) on May 3, 2023. Public Joint Stock Company Rostelecom (MISX:RTKM) completed the acquisition of remaining 49.9% stake in Inform LLC from PJSC LUKOIL (MISX:LKOH) on May 3, 2023.お知らせ • Jan 31Rostelecom Reportedly in Talks to Buy MegaFon from USMPublic Joint Stock Company Rostelecom (MISX:RTKM) is holding negotiations to acquire Public Joint Stock Company MegaFon (MISX:MFON) from USM Holdings Limited with other investors also interested, business daily Kommersant reported on January 30, 2023 quoting sources. USM has already started restructuring its telecommunications assets, the daily said. A source close to USM said that the offers to buy MegaFon have been coming for years. “It is logical that there are always bidders for the company. Any offer, certainly, and sale options will be considered, but, of course, everything depends on conditions," the source said. The Federal Antimonopoly Service told the daily it has not received an application from Rostelecom to acquire MegaFon. Mobile Research Group leading analyst Eldar Murtazin told PRIME that the country's laws would hardly allow Rostelecom to acquire MegaFon that will result in creation of a monopolist and restriction of competition. “The deal is impossible in the framework of the existing laws," Murtazin said, adding that the limitation may be lifted in theory, but is complicated in practice. “If the government wanted to back its efforts in the telecoms sphere, it would be easier for them to buy any operator with the help of other firms. Creation of such a `champion' in Rostelecom is pointless," the analyst said.Price Target Changed • Jun 19Price target decreased to ₽105Down from ₽114, the current price target is an average from 3 analysts. New target price is 75% above last closing price of ₽59.83. Stock is down 41% over the past year. The company is forecast to post earnings per share of ₽12.73 for next year compared to ₽8.50 last year.Board Change • Apr 27Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Anton Ustinov was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Board Change • Mar 24Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Anton Ustinov was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Reported Earnings • Mar 06Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: ₽8.50 (up from ₽7.42 in FY 2020). Revenue: ₽580.1b (up 6.1% from FY 2020). Net income: ₽28.5b (up 23% from FY 2020). Profit margin: 4.9% (up from 4.3% in FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.5%. Over the next year, revenue is forecast to grow 4.3%, compared to a 13% growth forecast for the industry in Russia. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has fallen by 1% per year.分析記事 • Feb 21Rostelecom (MCX:RTKM) Seems To Be Using A Lot Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Major Estimate Revision • Feb 16Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate fell from ₽10.58 to ₽9.08 per share. Revenue forecast steady at ₽575.3b. Net income forecast to grow 37% next year vs 1.7% growth forecast for Telecom industry in Russian Federation. Consensus price target down from ₽119 to ₽115. Share price fell 2.6% to ₽72.43 over the past week.分析記事 • Nov 23Rostelecom (MCX:RTKM) Has A Somewhat Strained Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS ₽2.28 (vs ₽3.47 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: ₽141.2b (up 4.6% from 3Q 2020). Net income: ₽7.71b (down 34% from 3Q 2020). Profit margin: 5.5% (down from 8.7% in 3Q 2020). 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 whereas the company’s share price has increased by 9% per year.分析記事 • Sep 09If You Like EPS Growth Then Check Out Rostelecom (MCX:RTKM) Before It's Too LateSome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...分析記事 • Aug 16Here's Why Rostelecom (MCX:RTKM) Is Weighed Down By Its Debt LoadDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Aug 06Second quarter 2021 earnings released: EPS ₽3.21 (vs ₽2.28 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₽138.6b (up 8.9% from 2Q 2020). Net income: ₽10.7b (up 44% from 2Q 2020). Profit margin: 7.8% (up from 5.9% 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 5% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.Major Estimate Revision • Aug 05Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate increased from ₽9.59 to ₽11.87. Revenue forecast steady at ₽575.1b. Net income forecast to grow 29% next year vs 8.0% growth forecast for Telecom industry in Russian Federation. Consensus price target of ₽115 unchanged from last update. Share price rose 2.9% to ₽96.51 over the past week.Executive Departure • Jul 06Member of Audit Commission Anton Dmitriev has left the companyOn the 29th of June, Anton Dmitriev's tenure as Member of Audit Commission ended. We don't have any record of a personal shareholding under Anton's name. A total of 8 executives have left over the last 12 months. The current median tenure of the management team is 4.33 years.Executive Departure • Jul 06Member of the Audit Commission Ilya Karpov has left the companyOn the 29th of June, Ilya Karpov's tenure as Member of the Audit Commission ended. We don't have any record of a personal shareholding under Ilya's name. A total of 8 executives have left over the last 12 months. The current median tenure of the management team is 4.33 years.Executive Departure • Jul 06Director Alexey Ivanchenko has left the companyOn the 29th of June, Alexey Ivanchenko's tenure as Director ended after 2.0 years in the role. We don't have any record of a personal shareholding under Alexey's name. A total of 8 executives have left over the last 12 months. The current median tenure of the management team is 4.33 years.分析記事 • Jun 02With EPS Growth And More, Rostelecom (MCX:RTKM) Is InterestingFor 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 15First quarter 2021 earnings released: EPS ₽3.46 (vs ₽2.91 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ₽132.0b (up 8.5% from 1Q 2020). Net income: ₽11.6b (up 54% from 1Q 2020). Profit margin: 8.8% (up from 6.2% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • May 12Rostelecom (MCX:RTKM) Takes On Some Risk With Its Use Of DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Reported Earnings • Mar 10Full year 2020 earnings released: EPS ₽7.42 (vs ₽6.38 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: ₽546.9b (up 62% from FY 2019). Net income: ₽23.3b (up 58% from FY 2019). Profit margin: 4.3% (down from 4.4% 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 2% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Mar 10Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) missed analyst estimates by 19%. Over the next year, revenue is forecast to grow 5.8%, compared to a 5.4% growth forecast for the Telecom industry in Russia.Is New 90 Day High Low • Feb 24New 90-day high: ₽109The company is up 15% from its price of ₽95.00 on 26 November 2020. The Russian market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽251 per share.分析記事 • Feb 04Are Investors Undervaluing Public Joint Stock Company Rostelecom (MCX:RTKM) By 48%?Does the February share price for Public Joint Stock Company Rostelecom ( MCX:RTKM ) reflect what it's really worth...Is New 90 Day High Low • Jan 22New 90-day high: ₽102The company is up 7.0% from its price of ₽95.50 on 23 October 2020. The Russian market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽200 per share.分析記事 • Jan 15Here's Why Rostelecom (MCX:RTKM) Is Weighed Down By Its Debt LoadHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Is New 90 Day High Low • Jan 05New 90-day high: ₽101The company is up 6.0% from its price of ₽95.21 on 07 October 2020. The Russian market is up 14% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Telecom industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽198 per share.分析記事 • Dec 23Rostelecom (MCX:RTKM) Has Compensated Shareholders With A Respectable 78% Return On Their InvestmentBy buying an index fund, investors can approximate the average market return. But many of us dare to dream of bigger...分析記事 • Dec 02What Do The Returns On Capital At Rostelecom (MCX:RTKM) Tell Us?If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Is New 90 Day High Low • Nov 02New 90-day low: ₽92.06The company is down 1.0% from its price of ₽92.75 on 04 August 2020. The Russian market is down 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽211 per share.業績と収益の成長予測MISX:RTKM - アナリストの将来予測と過去の財務データ ( )RUB Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2022556,01043,48638,700167,889112/31/2021580,09228,5494,630152,470N/A9/30/2021574,76927,2719,469152,872N/A6/30/2021568,54431,03015,319159,181N/A3/31/2021557,23427,6558,207148,980N/A12/31/2020546,88923,326803136,790N/A9/30/2020516,77424,441-7,161135,546N/A6/30/2020501,40721,635-9,734124,516N/A3/31/2020348,80914,7906,650101,469N/A12/31/2019475,75220,1816,554140,937N/A9/30/2019430,11523,83019,216122,021N/A6/30/2019389,90820,6108,039105,384N/A3/31/2019322,70315,911-4,95375,444N/A12/31/2018320,23914,1544,06577,244N/A9/30/2018317,09516,5482,83667,190N/A6/30/2018313,29514,6646,78566,939N/A3/31/2018311,09614,3547,01565,178N/A12/31/2017305,32913,69711,01771,769N/A9/30/2017301,62313,01510,29567,645N/A6/30/2017298,79013,1229,55667,810N/A3/31/2017295,41811,9075,56866,175N/A12/31/2016297,44611,7515,32067,177N/A9/30/2016298,05812,2732,38068,520N/A6/30/2016297,77310,2553,23372,322N/A3/31/2016298,10914,82215,03980,443N/A12/31/2015297,35513,94418,12480,850N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: RTKMの予測収益成長率 (年間25.3% ) は 貯蓄率 ( 7.5% ) を上回っています。収益対市場: RTKMの収益 ( 25.3% ) はRussian市場 ( 12.3% ) よりも速いペースで成長すると予測されています。高成長収益: RTKMの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: RTKMの収益がRussian市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: RTKMの収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: RTKMの 自己資本利益率 は、3年後には低くなると予測されています ( 17.2 %)。成長企業の発掘7D1Y7D1Y7D1YTelecom 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2022/10/05 12:11終値2022/07/08 00:00収益2021/12/31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 Rostelecom 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。10 アナリスト機関Roman ArbuzovBarclaysJonathan DannBarclaysIgor SemenovDeutsche Bank7 その他のアナリストを表示
Price Target Changed • Jun 19Price target decreased to ₽105Down from ₽114, the current price target is an average from 3 analysts. New target price is 75% above last closing price of ₽59.83. Stock is down 41% over the past year. The company is forecast to post earnings per share of ₽12.73 for next year compared to ₽8.50 last year.
Major Estimate Revision • Feb 16Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate fell from ₽10.58 to ₽9.08 per share. Revenue forecast steady at ₽575.3b. Net income forecast to grow 37% next year vs 1.7% growth forecast for Telecom industry in Russian Federation. Consensus price target down from ₽119 to ₽115. Share price fell 2.6% to ₽72.43 over the past week.
Major Estimate Revision • Aug 05Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate increased from ₽9.59 to ₽11.87. Revenue forecast steady at ₽575.1b. Net income forecast to grow 29% next year vs 8.0% growth forecast for Telecom industry in Russian Federation. Consensus price target of ₽115 unchanged from last update. Share price rose 2.9% to ₽96.51 over the past week.
お知らせ • Jun 25Public Joint Stock Company Rostelecom, Annual General Meeting, Jul 24, 2025Public Joint Stock Company Rostelecom, Annual General Meeting, Jul 24, 2025.
お知らせ • Jun 17+ 1 more updatePublic Joint Stock Company Rostelecom to Report Q2, 2025 Results on Aug 06, 2025Public Joint Stock Company Rostelecom announced that they will report Q2, 2025 results on Aug 06, 2025
お知らせ • Dec 25Public Joint Stock Company Rostelecom (MISX:RTKM) acquired 37.50% stake in First Data, LLC.Public Joint Stock Company Rostelecom (MISX:RTKM) acquired 37.50% stake in First Data, LLC on December 23, 2024. Rostelecom also received the right to subsequently increase its stake to 75%. For the period ending December 31, 2023, First Data, LLC reported total revenue of RUB 258.2 million and net income of RUB 16.7 million. Public Joint Stock Company Rostelecom (MISX:RTKM) completed the acquisition of 37.50% stake in First Data, LLC on December 23, 2024.
お知らせ • Oct 04Rostelecom Appoints Medvedev as New ChairmanRostelecom announced that its management board has elected Dmitry Medvedev chairman. Medvedev is currently deputy chairman of the Security Council of the Russian Federation and was president of Russia from 2008 to 2012.
お知らせ • Aug 14Public Joint Stock Company Rostelecom, Annual General Meeting, Sep 16, 2024Public Joint Stock Company Rostelecom, Annual General Meeting, Sep 16, 2024.
お知らせ • Jul 31+ 1 more updatePublic Joint Stock Company Rostelecom to Report Q2, 2024 Results on Aug 14, 2024Public Joint Stock Company Rostelecom announced that they will report Q2, 2024 results on Aug 14, 2024
お知らせ • Oct 18Public Joint Stock Company Rostelecom, Annual General Meeting, Nov 20, 2023Public Joint Stock Company Rostelecom, Annual General Meeting, Nov 20, 2023.
お知らせ • May 05Public Joint Stock Company Rostelecom (MISX:RTKM) acquired remaining 49.9% stake in Inform LLC from PJSC LUKOIL (MISX:LKOH).Public Joint Stock Company Rostelecom (MISX:RTKM) acquired remaining 49.9% stake in Inform LLC from PJSC LUKOIL (MISX:LKOH) on May 3, 2023. Public Joint Stock Company Rostelecom (MISX:RTKM) completed the acquisition of remaining 49.9% stake in Inform LLC from PJSC LUKOIL (MISX:LKOH) on May 3, 2023.
お知らせ • Jan 31Rostelecom Reportedly in Talks to Buy MegaFon from USMPublic Joint Stock Company Rostelecom (MISX:RTKM) is holding negotiations to acquire Public Joint Stock Company MegaFon (MISX:MFON) from USM Holdings Limited with other investors also interested, business daily Kommersant reported on January 30, 2023 quoting sources. USM has already started restructuring its telecommunications assets, the daily said. A source close to USM said that the offers to buy MegaFon have been coming for years. “It is logical that there are always bidders for the company. Any offer, certainly, and sale options will be considered, but, of course, everything depends on conditions," the source said. The Federal Antimonopoly Service told the daily it has not received an application from Rostelecom to acquire MegaFon. Mobile Research Group leading analyst Eldar Murtazin told PRIME that the country's laws would hardly allow Rostelecom to acquire MegaFon that will result in creation of a monopolist and restriction of competition. “The deal is impossible in the framework of the existing laws," Murtazin said, adding that the limitation may be lifted in theory, but is complicated in practice. “If the government wanted to back its efforts in the telecoms sphere, it would be easier for them to buy any operator with the help of other firms. Creation of such a `champion' in Rostelecom is pointless," the analyst said.
Price Target Changed • Jun 19Price target decreased to ₽105Down from ₽114, the current price target is an average from 3 analysts. New target price is 75% above last closing price of ₽59.83. Stock is down 41% over the past year. The company is forecast to post earnings per share of ₽12.73 for next year compared to ₽8.50 last year.
Board Change • Apr 27Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Anton Ustinov was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Board Change • Mar 24Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Anton Ustinov was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Reported Earnings • Mar 06Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: ₽8.50 (up from ₽7.42 in FY 2020). Revenue: ₽580.1b (up 6.1% from FY 2020). Net income: ₽28.5b (up 23% from FY 2020). Profit margin: 4.9% (up from 4.3% in FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.5%. Over the next year, revenue is forecast to grow 4.3%, compared to a 13% growth forecast for the industry in Russia. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has fallen by 1% per year.
分析記事 • Feb 21Rostelecom (MCX:RTKM) Seems To Be Using A Lot Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Major Estimate Revision • Feb 16Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate fell from ₽10.58 to ₽9.08 per share. Revenue forecast steady at ₽575.3b. Net income forecast to grow 37% next year vs 1.7% growth forecast for Telecom industry in Russian Federation. Consensus price target down from ₽119 to ₽115. Share price fell 2.6% to ₽72.43 over the past week.
分析記事 • Nov 23Rostelecom (MCX:RTKM) Has A Somewhat Strained Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS ₽2.28 (vs ₽3.47 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: ₽141.2b (up 4.6% from 3Q 2020). Net income: ₽7.71b (down 34% from 3Q 2020). Profit margin: 5.5% (down from 8.7% in 3Q 2020). 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 whereas the company’s share price has increased by 9% per year.
分析記事 • Sep 09If You Like EPS Growth Then Check Out Rostelecom (MCX:RTKM) Before It's Too LateSome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...
分析記事 • Aug 16Here's Why Rostelecom (MCX:RTKM) Is Weighed Down By Its Debt LoadDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Aug 06Second quarter 2021 earnings released: EPS ₽3.21 (vs ₽2.28 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₽138.6b (up 8.9% from 2Q 2020). Net income: ₽10.7b (up 44% from 2Q 2020). Profit margin: 7.8% (up from 5.9% 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 5% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.
Major Estimate Revision • Aug 05Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate increased from ₽9.59 to ₽11.87. Revenue forecast steady at ₽575.1b. Net income forecast to grow 29% next year vs 8.0% growth forecast for Telecom industry in Russian Federation. Consensus price target of ₽115 unchanged from last update. Share price rose 2.9% to ₽96.51 over the past week.
Executive Departure • Jul 06Member of Audit Commission Anton Dmitriev has left the companyOn the 29th of June, Anton Dmitriev's tenure as Member of Audit Commission ended. We don't have any record of a personal shareholding under Anton's name. A total of 8 executives have left over the last 12 months. The current median tenure of the management team is 4.33 years.
Executive Departure • Jul 06Member of the Audit Commission Ilya Karpov has left the companyOn the 29th of June, Ilya Karpov's tenure as Member of the Audit Commission ended. We don't have any record of a personal shareholding under Ilya's name. A total of 8 executives have left over the last 12 months. The current median tenure of the management team is 4.33 years.
Executive Departure • Jul 06Director Alexey Ivanchenko has left the companyOn the 29th of June, Alexey Ivanchenko's tenure as Director ended after 2.0 years in the role. We don't have any record of a personal shareholding under Alexey's name. A total of 8 executives have left over the last 12 months. The current median tenure of the management team is 4.33 years.
分析記事 • Jun 02With EPS Growth And More, Rostelecom (MCX:RTKM) Is InterestingFor 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 15First quarter 2021 earnings released: EPS ₽3.46 (vs ₽2.91 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ₽132.0b (up 8.5% from 1Q 2020). Net income: ₽11.6b (up 54% from 1Q 2020). Profit margin: 8.8% (up from 6.2% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • May 12Rostelecom (MCX:RTKM) Takes On Some Risk With Its Use Of DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Reported Earnings • Mar 10Full year 2020 earnings released: EPS ₽7.42 (vs ₽6.38 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: ₽546.9b (up 62% from FY 2019). Net income: ₽23.3b (up 58% from FY 2019). Profit margin: 4.3% (down from 4.4% 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 2% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Mar 10Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) missed analyst estimates by 19%. Over the next year, revenue is forecast to grow 5.8%, compared to a 5.4% growth forecast for the Telecom industry in Russia.
Is New 90 Day High Low • Feb 24New 90-day high: ₽109The company is up 15% from its price of ₽95.00 on 26 November 2020. The Russian market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽251 per share.
分析記事 • Feb 04Are Investors Undervaluing Public Joint Stock Company Rostelecom (MCX:RTKM) By 48%?Does the February share price for Public Joint Stock Company Rostelecom ( MCX:RTKM ) reflect what it's really worth...
Is New 90 Day High Low • Jan 22New 90-day high: ₽102The company is up 7.0% from its price of ₽95.50 on 23 October 2020. The Russian market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽200 per share.
分析記事 • Jan 15Here's Why Rostelecom (MCX:RTKM) Is Weighed Down By Its Debt LoadHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Is New 90 Day High Low • Jan 05New 90-day high: ₽101The company is up 6.0% from its price of ₽95.21 on 07 October 2020. The Russian market is up 14% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Telecom industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽198 per share.
分析記事 • Dec 23Rostelecom (MCX:RTKM) Has Compensated Shareholders With A Respectable 78% Return On Their InvestmentBy buying an index fund, investors can approximate the average market return. But many of us dare to dream of bigger...
分析記事 • Dec 02What Do The Returns On Capital At Rostelecom (MCX:RTKM) Tell Us?If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Is New 90 Day High Low • Nov 02New 90-day low: ₽92.06The company is down 1.0% from its price of ₽92.75 on 04 August 2020. The Russian market is down 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽211 per share.