Arabian Centres（4321）株式概要アラビアン・センターズ社は、サウジアラビア王国でライフスタイル・センターを所有、開発、運営している。 詳細4321 ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長1/6過去の実績2/6財務の健全性2/6配当金4/6報酬当社が推定した公正価値より49.8%で取引されている 収益は年間17.23%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 リスク分析負債は営業キャッシュフローで十分にカバーされていない 財務結果に影響を与える大きな一時的項目 不安定な配当実績 すべてのリスクチェックを見る4321 Community Fair Values Create NarrativeSee what 30 others think this stock is worth. Follow their fair value or set your own to get alerts.NEW474,562 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA474,562 investors already sharing narrativesYour Fair Valueر.سCurrent Priceر.س15.5738.6% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture05b2016201920222025202620282031Revenue ر.س5.0bEarnings ر.س2.8bAdvancedSet Fair ValueView all narrativesArabian Centres Company 競合他社Arriyadh DevelopmentSymbol: SASE:4150Market cap: ر.س3.8bBanan Real EstateSymbol: SASE:4324Market cap: ر.س592.0mSaudi Real EstateSymbol: SASE:4020Market cap: ر.س5.9bRetal Urban DevelopmentSymbol: SASE:4322Market cap: ر.س5.0b価格と性能株価の高値、安値、推移の概要Arabian Centres過去の株価現在の株価ر.س15.5752週高値ر.س23.5252週安値ر.س15.46ベータ0.351ヶ月の変化-8.89%3ヶ月変化-11.28%1年変化-25.00%3年間の変化-31.47%5年間の変化-38.46%IPOからの変化-37.72%最新ニュースMajor Estimate Revision • Jul 29Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ر.س2.62b to ر.س2.39b. EPS estimate also fell from ر.س2.45 per share to ر.س2.06 per share. Net income forecast to shrink 12% next year vs 17% growth forecast for Real Estate industry in Saudi Arabia . Consensus price target down from ر.س20.34 to ر.س19.58. Share price fell 4.4% to ر.س15.53 over the past week.New Risk • Jul 03New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.7% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Price Target Changed • Jun 12Price target decreased by 7.1% to ر.س21.30Down from ر.س22.93, the current price target is an average from 6 analysts. New target price is 27% above last closing price of ر.س16.82. Stock is down 12% over the past year. The company is forecast to post earnings per share of ر.س2.26 for next year compared to ر.س2.67 last year.お知らせ • Jun 03Arabian Centres Company, Annual General Meeting, Jun 30, 2026Arabian Centres Company, Annual General Meeting, Jun 30, 2026, at 20:30 Arab Standard Time. Location: riyadh Saudi ArabiaReported Earnings • May 13First quarter 2026 earnings released: EPS: ر.س0.43 (vs ر.س0.46 in 1Q 2025)First quarter 2026 results: EPS: ر.س0.43 (down from ر.س0.46 in 1Q 2025). Revenue: ر.س582.5m (down 1.3% from 1Q 2025). Net income: ر.س202.5m (down 6.7% from 1Q 2025). Profit margin: 35% (down from 37% in 1Q 2025). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Real Estate industry in Saudi Arabia. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 6% per year.分析記事 • Apr 13We Think That There Are Some Issues For Arabian Centres (TADAWUL:4321) Beyond Its Promising EarningsThe recent earnings posted by Arabian Centres Company ( TADAWUL:4321 ) were solid, but the stock didn't move as much as...最新情報をもっと見るRecent updatesMajor Estimate Revision • Jul 29Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ر.س2.62b to ر.س2.39b. EPS estimate also fell from ر.س2.45 per share to ر.س2.06 per share. Net income forecast to shrink 12% next year vs 17% growth forecast for Real Estate industry in Saudi Arabia . Consensus price target down from ر.س20.34 to ر.س19.58. Share price fell 4.4% to ر.س15.53 over the past week.New Risk • Jul 03New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.7% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Price Target Changed • Jun 12Price target decreased by 7.1% to ر.س21.30Down from ر.س22.93, the current price target is an average from 6 analysts. New target price is 27% above last closing price of ر.س16.82. Stock is down 12% over the past year. The company is forecast to post earnings per share of ر.س2.26 for next year compared to ر.س2.67 last year.お知らせ • Jun 03Arabian Centres Company, Annual General Meeting, Jun 30, 2026Arabian Centres Company, Annual General Meeting, Jun 30, 2026, at 20:30 Arab Standard Time. Location: riyadh Saudi ArabiaReported Earnings • May 13First quarter 2026 earnings released: EPS: ر.س0.43 (vs ر.س0.46 in 1Q 2025)First quarter 2026 results: EPS: ر.س0.43 (down from ر.س0.46 in 1Q 2025). Revenue: ر.س582.5m (down 1.3% from 1Q 2025). Net income: ر.س202.5m (down 6.7% from 1Q 2025). Profit margin: 35% (down from 37% in 1Q 2025). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Real Estate industry in Saudi Arabia. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 6% per year.分析記事 • Apr 13We Think That There Are Some Issues For Arabian Centres (TADAWUL:4321) Beyond Its Promising EarningsThe recent earnings posted by Arabian Centres Company ( TADAWUL:4321 ) were solid, but the stock didn't move as much as...Reported Earnings • Apr 08Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: ر.س2.67 (up from ر.س2.56 in FY 2024). Revenue: ر.س2.29b (down 2.1% from FY 2024). Net income: ر.س1.27b (up 4.1% from FY 2024). Profit margin: 55% (up from 52% in FY 2024). Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 9.3%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Real Estate industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.分析記事 • Oct 23Insufficient Growth At Arabian Centres Company (TADAWUL:4321) Hampers Share PriceWhen close to half the companies in Saudi Arabia have price-to-earnings ratios (or "P/E's") above 21x, you may consider...Upcoming Dividend • Sep 24Upcoming dividend of ر.س0.38 per shareEligible shareholders must have bought the stock before 01 October 2025. Payment date: 15 October 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 6.5%. Within top quartile of Saudi dividend payers (5.5%). Higher than average of industry peers (2.7%).お知らせ • Aug 14Arabian Centres Company announces Quarterly dividend, payable on October 15, 2025Arabian Centres Company announced Quarterly dividend of SAR 0.3750 per share payable on October 15, 2025, ex-date on October 01, 2025 and record date on October 02, 2025.Reported Earnings • Aug 13Second quarter 2025 earnings released: EPS: ر.س1.00 (vs ر.س0.74 in 2Q 2024)Second quarter 2025 results: EPS: ر.س1.00 (up from ر.س0.74 in 2Q 2024). Revenue: ر.س582.6m (flat on 2Q 2024). Net income: ر.س472.9m (up 34% from 2Q 2024). Profit margin: 81% (up from 61% in 2Q 2024). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Real Estate industry in Asia. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.New Risk • Aug 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.9% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (10% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.9% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.New Risk • Aug 06New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.9% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (10% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.9% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.New Risk • Jul 02New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.9% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (10% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.9% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.分析記事 • Jun 30Arabian Centres Company's (TADAWUL:4321) Shares Lagging The Market But So Is The BusinessArabian Centres Company's ( TADAWUL:4321 ) price-to-earnings (or "P/E") ratio of 7.4x might make it look like a strong...お知らせ • Jun 19Arabian Centers Company Appoints Ahmed Demerdash Badrawi to Board of Directors, Effective June 19, 2025Arabian Centres Company announced that Mr. Ahmed Demerdash Badrawi was elected to the board of directors for the upcoming term starting on 19 June 2025 and ending on 18 June 2029 for a period of Four Gregorian years.Upcoming Dividend • Jun 09Upcoming dividend of ر.س0.38 per shareEligible shareholders must have bought the stock before 16 June 2025. Payment date: 03 July 2025. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 7.7%. Within top quartile of Saudi dividend payers (5.2%). Higher than average of industry peers (2.6%).お知らせ • Jun 04Arabian Centres Company, Annual General Meeting, Jun 30, 2025Arabian Centres Company, Annual General Meeting, Jun 30, 2025, at 20:15 Arab Standard Time. Location: riyadh Saudi Arabia分析記事 • May 26Weak Statutory Earnings May Not Tell The Whole Story For Arabian Centres (TADAWUL:4321)A lackluster earnings announcement from Arabian Centres Company ( TADAWUL:4321 ) last week didn't sink the stock price...Reported Earnings • May 21First quarter 2025 earnings released: EPS: ر.س0.46 (vs ر.س0.38 in 1Q 2024)First quarter 2025 results: EPS: ر.س0.46 (up from ر.س0.38 in 1Q 2024). Revenue: ر.س590.6m (flat on 1Q 2024). Net income: ر.س216.9m (up 22% from 1Q 2024). Profit margin: 37% (up from 31% in 1Q 2024). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Real Estate industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • May 13Arabian Centres Company announces Quarterly dividend, payable on July 03, 2025Arabian Centres Company announced Quarterly dividend of SAR 0.3750 per share payable on July 03, 2025, ex-date on June 16, 2025 and record date on June 17, 2025.Reported Earnings • Mar 22Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: ر.س2.56 (down from ر.س3.19 in FY 2023). Revenue: ر.س2.34b (up 4.5% from FY 2023). Net income: ر.س1.22b (down 19% from FY 2023). Profit margin: 52% (down from 68% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) exceeded analyst estimates by 14%. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Real Estate industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Mar 12Arabian Centres Company announces Quarterly dividend, payable on April 06, 2025Arabian Centres Company announced Quarterly dividend of SAR 0.3750 per share payable on April 06, 2025, ex-date on March 13, 2025 and record date on March 16, 2025.分析記事 • Feb 07Investors Aren't Buying Arabian Centres Company's (TADAWUL:4321) EarningsWhen close to half the companies in Saudi Arabia have price-to-earnings ratios (or "P/E's") above 25x, you may consider...New Risk • Nov 26New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 8.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (6.4% operating cash flow to total debt). Earnings are forecast to decline by an average of 8.1% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (101% cash payout ratio). Large one-off items impacting financial results.分析記事 • Nov 24Arabian Centres' (TADAWUL:4321) Shareholders Have More To Worry About Than Only Soft EarningsA lackluster earnings announcement from Arabian Centres Company ( TADAWUL:4321 ) last week didn't sink the stock price...Reported Earnings • Nov 22Third quarter 2024 earnings released: EPS: ر.س0.70 (vs ر.س0.60 in 3Q 2023)Third quarter 2024 results: EPS: ر.س0.70 (up from ر.س0.60 in 3Q 2023). Revenue: ر.س585.7m (up 3.3% from 3Q 2023). Net income: ر.س334.6m (up 17% from 3Q 2023). Profit margin: 57% (up from 51% in 3Q 2023). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Real Estate industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.分析記事 • Nov 07Arabian Centres Company's (TADAWUL:4321) Earnings Are Not Doing Enough For Some InvestorsWhen close to half the companies in Saudi Arabia have price-to-earnings ratios (or "P/E's") above 25x, you may consider...Major Estimate Revision • Oct 10Consensus EPS estimates increase by 12%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from ر.س2.49b to ر.س2.42b. EPS estimate rose from ر.س1.81 to ر.س2.03. Net income forecast to shrink 33% next year vs 14% growth forecast for Real Estate industry in Saudi Arabia . Consensus price target of ر.س23.93 unchanged from last update. Share price fell 3.8% to ر.س20.30 over the past week.Buy Or Sell Opportunity • Oct 03Now 20% undervaluedOver the last 90 days, the stock has risen 5.2% to ر.س21.10. The fair value is estimated to be ر.س26.43, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.4% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to decline by 22% in the next 2 years.Buy Or Sell Opportunity • Sep 08Now 20% undervaluedOver the last 90 days, the stock has risen 5.9% to ر.س21.84. The fair value is estimated to be ر.س27.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.4% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to decline by 22% in the next 2 years.Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: ر.س0.74 (vs ر.س0.71 in 2Q 2023)Second quarter 2024 results: EPS: ر.س0.74 (up from ر.س0.71 in 2Q 2023). Revenue: ر.س586.5m (up 4.5% from 2Q 2023). Net income: ر.س353.1m (up 4.3% from 2Q 2023). Profit margin: 60% (in line with 2Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Real Estate industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Jun 10Arabian Centres Company, Annual General Meeting, Jun 30, 2024Arabian Centres Company, Annual General Meeting, Jun 30, 2024, at 20:00 Arab Standard Time. Location: riyadh Saudi ArabiaReported Earnings • May 25First quarter 2024 earnings released: EPS: ر.س0.38 (vs ر.س0.81 in 1Q 2023)First quarter 2024 results: EPS: ر.س0.38 (down from ر.س0.81 in 1Q 2023). Revenue: ر.س585.8m (up 2.1% from 1Q 2023). Net income: ر.س185.6m (down 52% from 1Q 2023). Profit margin: 32% (down from 67% in 1Q 2023). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Real Estate industry in Asia. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.分析記事 • May 21Improved Earnings Required Before Arabian Centres Company (TADAWUL:4321) Shares Find Their FeetWith a price-to-earnings (or "P/E") ratio of 7.1x Arabian Centres Company ( TADAWUL:4321 ) may be sending very bullish...分析記事 • Apr 11Impressive Earnings May Not Tell The Whole Story For Arabian Centres (TADAWUL:4321)Arabian Centres Company ( TADAWUL:4321 ) announced strong profits, but the stock was stagnant. We did some digging, and...Reported Earnings • Apr 05Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: ر.س3.19 (up from ر.س2.34 in FY 2022). Revenue: ر.س2.25b (flat on FY 2022). Net income: ر.س1.51b (up 37% from FY 2022). Profit margin: 67% (up from 50% in FY 2022). Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) exceeded analyst estimates by 133%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Real Estate industry in Asia. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Declared Dividend • Mar 28Dividend of ر.س0.75 announcedShareholders will receive a dividend of ر.س0.75. Ex-date: 2nd April 2024 Payment date: 16th April 2024 Dividend yield will be 6.3%, which is higher than the industry average of 3.9%. Sustainability & Growth Dividend is covered by both earnings (78% earnings payout ratio) and cash flows (70% cash payout ratio). The dividend has increased over the past 4 years. However, payments have been volatile during that time. EPS is expected to decline by 6.1% over the next 3 years. However, it would need to fall by 14% to increase the payout ratio to a potentially unsustainable range.Price Target Changed • Mar 27Price target decreased by 7.3% to ر.س22.27Down from ر.س24.02, the current price target is an average from 3 analysts. New target price is 13% below last closing price of ر.س25.70. Stock is up 27% over the past year. The company is forecast to post earnings per share of ر.س1.37 for next year compared to ر.س2.34 last year.お知らせ • Mar 27+ 1 more updateArabian Centres Company Announces Cash Dividends for the Second Half of the Fiscal Year 2023, Payable on April 16, 2024Arabian Centres Company announced cash dividends for the second half of the fiscal year 2023 of SAR 0.75 per share. The Total amount distributed is SAR 356.25 million. Eligibility date is April 1, 2024. Distribution date is April 16, 2024 .分析記事 • Jan 27Here's Why We Think Arabian Centres (TADAWUL:4321) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • Dec 22Arabian Centres Company's (TADAWUL:4321) Earnings Are Not Doing Enough For Some InvestorsWith a price-to-earnings (or "P/E") ratio of 6.6x Arabian Centres Company ( TADAWUL:4321 ) may be sending very bullish...Reported Earnings • Nov 16Third quarter 2023 earnings released: EPS: ر.س0.60 (vs ر.س0.54 in 3Q 2022)Third quarter 2023 results: EPS: ر.س0.60 (up from ر.س0.54 in 3Q 2022). Revenue: ر.س567.7m (down 1.1% from 3Q 2022). Net income: ر.س286.5m (up 11% from 3Q 2022). Profit margin: 51% (up from 45% in 3Q 2022). Revenue is forecast to grow 9.4% p.a. on average during the next 5 years, compared to a 8.5% growth forecast for the Real Estate industry in Asia. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.分析記事 • Sep 19Here's Why We Think Arabian Centres (TADAWUL:4321) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Reported Earnings • Aug 19Second quarter 2023 earnings released: EPS: ر.س0.71 (vs ر.س0.39 in 2Q 2022)Second quarter 2023 results: EPS: ر.س0.71 (up from ر.س0.39 in 2Q 2022). Revenue: ر.س565.3m (flat on 2Q 2022). Net income: ر.س338.7m (up 85% from 2Q 2022). Profit margin: 60% (up from 33% in 2Q 2022). Revenue is forecast to grow 8.7% p.a. on average during the next 5 years, compared to a 8.9% growth forecast for the Real Estate industry in Asia. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.New Risk • Jun 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.02% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.02% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.お知らせ • May 09Arabian Centres in Discussion with Fawaz Abdulaziz Alhokair Co on Potential MergerArabian Centres Company (SASE:4321) announced that it is in discussions With Fawaz Abdulaziz Al Hokair & Company (Cenomi Retail) (SASE:4240) On A Potential Combination Of Two Companies. Discussions remain at an early stage and parties have not yet reached an agreement.Major Estimate Revision • Mar 22Consensus EPS estimates increase by 20%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from ر.س1.40 to ر.س1.67. Revenue forecast steady at ر.س2.29b. Net income forecast to grow 148% next year vs 11% growth forecast for Real Estate industry in Saudi Arabia. Consensus price target broadly unchanged at ر.س23.00. Share price was steady at ر.س19.76 over the past week.分析記事 • Feb 13Estimating The Intrinsic Value Of Arabian Centres Company (TADAWUL:4321)In this article we are going to estimate the intrinsic value of Arabian Centres Company ( TADAWUL:4321 ) by taking the...分析記事 • Jan 20Arabian Centres' (TADAWUL:4321) Dividend Will Be SAR0.75Arabian Centres Company ( TADAWUL:4321 ) will pay a dividend of SAR0.75 on the 12th of February. Based on this payment...Upcoming Dividend • Jan 16Upcoming dividend of ر.س0.75 per shareEligible shareholders must have bought the stock before 23 January 2023. Payment date: 12 February 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 7.3%. Within top quartile of Saudi dividend payers (4.7%). Higher than average of industry peers (4.2%).分析記事 • Jan 05Arabian Centres (TADAWUL:4321) Will Pay A Dividend Of SAR0.75Arabian Centres Company's ( TADAWUL:4321 ) investors are due to receive a payment of SAR0.75 per share on 12th of...お知らせ • Jan 02Arabian Centres Company Announces Cash Dividends for the First Half Ended 30 September 2022, Payable on 12 February 2023Arabian Centres Company announced cash dividends for the first half ended 30 September 2022 of SAR 0.75 per share. The Total amount distributed is SAR 356.25 million. Eligibility date is 22 January 2023. Distribution date is 12 February 2023.Board Change • Nov 16Less 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, none were independent directors. The company's board is composed of: 1 independent director. 8 non-independent directors. Independent Director Abdulrahman Al Tuwaijri was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.分析記事 • Sep 03Is There An Opportunity With Arabian Centres Company's (TADAWUL:4321) 40% Undervaluation?Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Arabian Centres...Reported Earnings • Aug 24First quarter 2023 earnings released: EPS: ر.س0.27 (vs ر.س0.27 in 1Q 2022)First quarter 2023 results: EPS: ر.س0.27 (down from ر.س0.27 in 1Q 2022). Revenue: ر.س561.3m (up 9.9% from 1Q 2022). Net income: ر.س126.0m (flat on 1Q 2022). Profit margin: 22% (down from 25% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 13%, compared to a 17% growth forecast for the Real Estate industry in Saudi Arabia. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Board Change • Aug 15Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 7 non-independent directors. Independent Director Abdulrahman Al Tuwaijri 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 • Jul 04Arabian Centres Co. Announces Cash Dividend for Second Half Ended 31 March 2022, Payable on 26 July 2022Arabian Centres Co. announced that its Board of Directors decision to distribute cash dividend of SAR 0.75 per share to the shareholders for the second half of fiscal year 2022 ended on 31 March 2022. Eligibility date is 05 July 2022 and Distribution Date is 26 July 2022.お知らせ • Jun 21Arabian Centres Co. Announces Executive ChangesArabian Centres Co. at AGM on 16 June 2022 approved the appointment of Abdulmajeed bin Abdullah Albasri, Turki Saud Al-Dayel, Khalid Abdullah Al-Suwailem and Johan Henri Brand as directors. The company also approved the formation of the Audit Committee, commencing from 19 June 2022 and appoints Turki Saud Al-Dayel, Fahad Ibrahim Al-Khorayef and Wissam Zouhair Mekahal. The company approving the BoD decision to appoint Mr. Mohamad Rafic Mourad (Executive member), replacing the resigned member Mr. Omar Hadir Al-Farisi, starting from his appointment on 01 January 2022 until the end of the current board term on 18 June 2022.お知らせ • Jun 17Arabian Centres Company Announces Executive ChangesArabian Centres Company has appointed Alison Rehill-Erguven as the company's CEO effective from 21 August 2022. Until 20 August, the company will continue to delegate Mohamad Mourad as the acting CEO. With more than 20 years of shopping mall and real estate experience, Rehill-Erguven has managed several prominent emerging markets across Asia, Europe, and Latin America. Before joining Arabian Centres, the new CEO occupied the position of head of commercial real estate of Shanghai-based Brookfield Properties.お知らせ • May 25Arabian Centres Company, Annual General Meeting, Jun 16, 2022Arabian Centres Company, Annual General Meeting, Jun 16, 2022, at 16:30 Coordinated Universal Time. Agenda: To elect the board members from the candidates for the next term, commencing from 19 June 2022, for a term of three Gregorian years, ending on 18 June 2025; to consider formation of the Audit Committee, commencing from 19 June 2022, for a term of three Gregorian years, ending on 18 June 2025, and on the definition of its duties, work regulations and remuneration of its members; and to appoint Mr. Mohamad Rafic Mourad (Executive member), replacing the resigned member Mr. Omar Hadir Al-Farisi (Independent member), starting from his appointment on 01 January 2022 until the end of the current board term at 18 June 2022.分析記事 • May 16Is Now An Opportune Moment To Examine Arabian Centres Company (TADAWUL:4321)?Arabian Centres Company ( TADAWUL:4321 ), is not the largest company out there, but it had a relatively subdued couple...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 Benny Higgins 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.分析記事 • Mar 15Arabian Centres Company (TADAWUL:4321) Shares Could Be 36% Below Their Intrinsic Value EstimateDoes the March share price for Arabian Centres Company ( TADAWUL:4321 ) reflect what it's really worth? Today, we will...Reported Earnings • Feb 16Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: ر.س0.24 (up from ر.س0.20 in 3Q 2021). Revenue: ر.س510.6m (up 9.4% from 3Q 2021). Net income: ر.س111.9m (up 17% from 3Q 2021). Profit margin: 22% (up from 20% in 3Q 2021). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 10.0%. Over the next year, revenue is forecast to grow 13%, compared to a 17% growth forecast for the industry in Saudi Arabia.分析記事 • Jan 18What Is Arabian Centres Company's (TADAWUL:4321) Share Price Doing?Arabian Centres Company ( TADAWUL:4321 ), might not be a large cap stock, but it saw a double-digit share price rise of...分析記事 • Sep 26At ر.س24.76, Is It Time To Put Arabian Centres Company (TADAWUL:4321) On Your Watch List?While Arabian Centres Company ( TADAWUL:4321 ) might not be the most widely known stock at the moment, it had a...Reported Earnings • Aug 30First quarter 2022 earnings released: EPS ر.س0.27 (vs ر.س0.32 in 1Q 2021)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2022 results: Revenue: ر.س510.7m (up 6.9% from 1Q 2021). Net income: ر.س126.6m (down 17% from 1Q 2021). Profit margin: 25% (down from 32% in 1Q 2021).分析記事 • Jul 27Is Arabian Centres Company (TADAWUL:4321) Worth ر.س25.3 Based On Its Intrinsic Value?Does the July share price for Arabian Centres Company ( TADAWUL:4321 ) reflect what it's really worth? Today, we will...Reported Earnings • Jun 30Full year 2021 earnings released: EPS ر.س1.03 (vs ر.س1.35 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: ر.س1.86b (down 16% from FY 2020). Net income: ر.س486.7m (down 23% from FY 2020). Profit margin: 26% (down from 29% in FY 2020).分析記事 • Jun 30Weak Statutory Earnings May Not Tell The Whole Story For Arabian Centres (TADAWUL:4321)The subdued market reaction suggests that Arabian Centres Company's ( TADAWUL:4321 ) recent earnings didn't contain any...Upcoming Dividend • Jun 27Upcoming dividend of ر.س0.75 per shareEligible shareholders must have bought the stock before 04 July 2021. Payment date: 15 July 2021. Trailing yield: 4.8%. Within top quartile of Saudi dividend payers (4.4%). Higher than average of industry peers (3.4%).分析記事 • Jun 02Is Now The Time To Look At Buying Arabian Centres Company (TADAWUL:4321)?Arabian Centres Company ( TADAWUL:4321 ), is not the largest company out there, but it saw a decent share price growth...Major Estimate Revision • May 12Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate fell from ر.س1.09 to ر.س0.93 per share. Revenue forecast steady at ر.س1.87b. Net income forecast to grow 11% next year vs 24% growth forecast for Real Estate industry in Saudi Arabia. Consensus price target of ر.س24.52 unchanged from last update. Share price rose 2.2% to ر.س26.00 over the past week.お知らせ • Apr 29Arabian Centres Co. Announces Cash Dividend for the Second Half Ended March 31, 2021, Payable on July 15, 2021Arabian Centres Co. announced that its Board of Directors decision to distribute cash dividend of SAR 0.75 per share to the shareholders for the second half of fiscal year 2021 ended on 31 March 2021. Eligibility date is 01 July 2021 and Distribution Date is 15 July 2021.分析記事 • Apr 23A Look At The Fair Value Of Arabian Centres Company (TADAWUL:4321)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Arabian Centres...分析記事 • Mar 04If You Had Bought Arabian Centres' (TADAWUL:4321) Shares A Year Ago You Would Be Down 18%Passive investing in an index fund is a good way to ensure your own returns roughly match the overall market. But if...分析記事 • Feb 11Is Arabian Centres Company's (TADAWUL:4321) ROE Of 7.7% Impressive?Many investors are still learning about the various metrics that can be useful when analysing a stock. This article is...Reported Earnings • Feb 10Third quarter 2021 earnings released: EPS ر.س0.20 (vs ر.س0.23 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and revenues, although profit margins were improved. Third quarter 2021 results: Revenue: ر.س469.4m (down 16% from 3Q 2020). Net income: ر.س95.4m (down 12% from 3Q 2020). Profit margin: 20% (up from 19% in 3Q 2020). The increase in margin was driven by lower expenses.Analyst Estimate Surprise Post Earnings • Feb 10Revenue and earnings miss expectationsRevenue missed analyst estimates by 6.5%. Earnings per share (EPS) also missed analyst estimates by 18%. Over the next year, revenue is forecast to stay flat compared to a 26% growth forecast for the Real Estate industry in Saudi Arabia.お知らせ • Feb 01Arabian Centers Co. Announces the Signing of an Agreement with Quara Finance Company to Support Its Tenants from the SMEs SegmentArabian Centers Company announced that it signed, on Thursday 28 January 2021, an agreement with "Quara Finance Company" to support and finance Small and Medium Enterprises (SMEs) who run businesses in ACC centers.Is New 90 Day High Low • Feb 01New 90-day low: ر.س23.48The company is down 2.0% from its price of ر.س24.00 on 03 November 2020. The Saudi market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Real Estate industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ر.س21.26 per share.分析記事 • Jan 24Is Arabian Centres Company (TADAWUL:4321) A Good Fit For Your Dividend Portfolio?Is Arabian Centres Company ( TADAWUL:4321 ) a good dividend stock? How can we tell? Dividend paying companies with...分析記事 • Jan 01Arabian Centres Company (TADAWUL:4321) Pays A ر.س0.50 Dividend In Just Two DaysRegular readers will know that we love our dividends at Simply Wall St, which is why it's exciting to see Arabian...分析記事 • Dec 18Do Institutions Own Arabian Centres Company (TADAWUL:4321) Shares?A look at the shareholders of Arabian Centres Company ( TADAWUL:4321 ) can tell us which group is most powerful. Large...Is New 90 Day High Low • Dec 07New 90-day low: ر.س23.60The company is down 14% from its price of ر.س27.30 on 08 September 2020. The Saudi market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Real Estate 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 ر.س19.98 per share.分析記事 • Nov 27A Look At Arabian Centres' (TADAWUL:4321) Share Price ReturnsPassive investing in an index fund is a good way to ensure your own returns roughly match the overall market. When you...お知らせ • Nov 26Arabian Centres Co. Announces Amendment to Its Land Lease Contract for U Walk JeddahArabian Centres Company announced on 24 November 2020 the successful conclusion of negotiations with the heirs of Her Highness Princess Munira bint Abdulaziz Al Jiluwi Al Saud (“the first party”) to sign an annex to the Company’s lease contract for the U Walk Jeddah Centre (formerly named Zahra Mall) to amend some its provisions, where the most noteworthy amendments were: The reduction of the total value of land rent over the lifetime of the contract from SAR 1.785 billion to SAR 1.075 billion – a reduction of SAR 620 million; and Amending the start date of the lease period to begin from 01 August 2022 and to end on 31 July 2052.Price Target Changed • Nov 06Price target lowered to ر.س23.23Down from ر.س25.23, the current price target is an average from 4 analysts. The new target price is close to the current share price of ر.س23.72. As of last close, the stock is down 17% over the past year.Analyst Estimate Surprise Post Earnings • Nov 05Revenue and earnings miss expectationsRevenue missed analyst estimates by 6.0%. Earnings per share (EPS) also missed analyst estimates by 18%. Over the next year, revenue is forecast to grow 3.8%, compared to a 24% growth forecast for the Real Estate industry in Saudi Arabia.Reported Earnings • Nov 05Second quarter 2021 earnings released: EPS ر.س0.23The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ر.س464.8m (down 17% from 2Q 2020). Net income: ر.س109.0m (down 47% from 2Q 2020). Profit margin: 24% (down from 37% in 2Q 2020). The decrease in margin was driven by lower revenue.Major Estimate Revision • Nov 03Analysts update estimatesThe 2021 consensus revenue estimate was lowered from ر.س2.29b to ر.س2.03b. Earning per share (EPS) estimate was unchanged from the last update at -ر.س0.24. The Real Estate industry in Saudi Arabia is expected to see an average net income growth of 21% next year. The consensus price target was lowered from ر.س25.23 to ر.س22.98. Share price is down by 3.0% to ر.س24.18 over the past week.Price Target Changed • Nov 03Price target lowered to ر.س22.98Down from ر.س25.23, the current price target is an average from 4 analysts. The new target price is close to the current share price of ر.س24.18. As of last close, the stock is down 15% over the past year.お知らせ • Oct 02Arabian Centres Company Approves the Audit CommitteeArabian Centres Company at its AGM in September 30, 2020 approved the formation of the Audit Committee for its upcoming new term and its work guidelines, tasks and its membership remuneration, which shall start from the date of this AGM on 30/09/2020 till the end of the current BoD term on 18/06/2022. Noting that the members are: Dr. Bernard Higgins; Mr. Nadim Mustafa Shabsogh; Mr. Fahad Ibrahim Al-Khorayef.お知らせ • Aug 18Arabian Centres Company to Report Q1, 2021 Results on Aug 18, 2020Arabian Centres Company announced that they will report Q1, 2021 results on Aug 18, 2020株主還元4321SA Real EstateSA 市場7D-3.9%-4.5%-1.5%1Y-25.0%-20.2%3.7%株主還元を見る業界別リターン: 4321過去 1 年間で-20.2 % の収益を上げたSA Real Estate業界を下回りました。リターン対市場: 4321は、過去 1 年間で3.7 % のリターンを上げたSA市場を下回りました。価格変動Is 4321's price volatile compared to industry and market?4321 volatility4321 Average Weekly Movement2.2%Real Estate Industry Average Movement4.3%Market Average Movement4.2%10% most volatile stocks in SA Market7.2%10% least volatile stocks in SA Market2.2%安定した株価: 4321 、 SA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: 4321の 週次ボラティリティ ( 2% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2002n/aAlison Rehill-Erguvencenters.cenomi.comアラビアン・センターズ・カンパニーはサウジアラビア王国でライフスタイル・センターを所有、開発、運営している。同社は2002年に設立され、サウジアラビア王国のリヤドを拠点としている。もっと見るArabian Centres Company 基礎のまとめArabian Centres の収益と売上を時価総額と比較するとどうか。4321 基礎統計学時価総額ر.س7.41b収益（TTM）ر.س1.25b売上高(TTM)ر.س2.27b5.9xPER（株価収益率3.3xP/Sレシオ4321 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4321 損益計算書（TTM）収益ر.س2.27b売上原価ر.س370.06m売上総利益ر.س1.90bその他の費用ر.س648.23m収益ر.س1.25b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）2.64グロス・マージン83.70%純利益率55.16%有利子負債／自己資本比率92.8%4321 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9.6%現在の配当利回り23%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2026/07/30 21:33終値2026/07/30 00:00収益2026/03/31年間収益2025/12/31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この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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Arabian Centres Company 3 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。8 アナリスト機関null nullAl Rajhi CapitalMohamad HaidarArqaam Capital Research Offshore S.A.L.Mai AttiaEFG-Hermes Research5 その他のアナリストを表示
Major Estimate Revision • Jul 29Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ر.س2.62b to ر.س2.39b. EPS estimate also fell from ر.س2.45 per share to ر.س2.06 per share. Net income forecast to shrink 12% next year vs 17% growth forecast for Real Estate industry in Saudi Arabia . Consensus price target down from ر.س20.34 to ر.س19.58. Share price fell 4.4% to ر.س15.53 over the past week.
New Risk • Jul 03New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.7% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Price Target Changed • Jun 12Price target decreased by 7.1% to ر.س21.30Down from ر.س22.93, the current price target is an average from 6 analysts. New target price is 27% above last closing price of ر.س16.82. Stock is down 12% over the past year. The company is forecast to post earnings per share of ر.س2.26 for next year compared to ر.س2.67 last year.
お知らせ • Jun 03Arabian Centres Company, Annual General Meeting, Jun 30, 2026Arabian Centres Company, Annual General Meeting, Jun 30, 2026, at 20:30 Arab Standard Time. Location: riyadh Saudi Arabia
Reported Earnings • May 13First quarter 2026 earnings released: EPS: ر.س0.43 (vs ر.س0.46 in 1Q 2025)First quarter 2026 results: EPS: ر.س0.43 (down from ر.س0.46 in 1Q 2025). Revenue: ر.س582.5m (down 1.3% from 1Q 2025). Net income: ر.س202.5m (down 6.7% from 1Q 2025). Profit margin: 35% (down from 37% in 1Q 2025). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Real Estate industry in Saudi Arabia. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 6% per year.
分析記事 • Apr 13We Think That There Are Some Issues For Arabian Centres (TADAWUL:4321) Beyond Its Promising EarningsThe recent earnings posted by Arabian Centres Company ( TADAWUL:4321 ) were solid, but the stock didn't move as much as...
Major Estimate Revision • Jul 29Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ر.س2.62b to ر.س2.39b. EPS estimate also fell from ر.س2.45 per share to ر.س2.06 per share. Net income forecast to shrink 12% next year vs 17% growth forecast for Real Estate industry in Saudi Arabia . Consensus price target down from ر.س20.34 to ر.س19.58. Share price fell 4.4% to ر.س15.53 over the past week.
New Risk • Jul 03New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.7% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Price Target Changed • Jun 12Price target decreased by 7.1% to ر.س21.30Down from ر.س22.93, the current price target is an average from 6 analysts. New target price is 27% above last closing price of ر.س16.82. Stock is down 12% over the past year. The company is forecast to post earnings per share of ر.س2.26 for next year compared to ر.س2.67 last year.
お知らせ • Jun 03Arabian Centres Company, Annual General Meeting, Jun 30, 2026Arabian Centres Company, Annual General Meeting, Jun 30, 2026, at 20:30 Arab Standard Time. Location: riyadh Saudi Arabia
Reported Earnings • May 13First quarter 2026 earnings released: EPS: ر.س0.43 (vs ر.س0.46 in 1Q 2025)First quarter 2026 results: EPS: ر.س0.43 (down from ر.س0.46 in 1Q 2025). Revenue: ر.س582.5m (down 1.3% from 1Q 2025). Net income: ر.س202.5m (down 6.7% from 1Q 2025). Profit margin: 35% (down from 37% in 1Q 2025). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Real Estate industry in Saudi Arabia. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 6% per year.
分析記事 • Apr 13We Think That There Are Some Issues For Arabian Centres (TADAWUL:4321) Beyond Its Promising EarningsThe recent earnings posted by Arabian Centres Company ( TADAWUL:4321 ) were solid, but the stock didn't move as much as...
Reported Earnings • Apr 08Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: ر.س2.67 (up from ر.س2.56 in FY 2024). Revenue: ر.س2.29b (down 2.1% from FY 2024). Net income: ر.س1.27b (up 4.1% from FY 2024). Profit margin: 55% (up from 52% in FY 2024). Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 9.3%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Real Estate industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
分析記事 • Oct 23Insufficient Growth At Arabian Centres Company (TADAWUL:4321) Hampers Share PriceWhen close to half the companies in Saudi Arabia have price-to-earnings ratios (or "P/E's") above 21x, you may consider...
Upcoming Dividend • Sep 24Upcoming dividend of ر.س0.38 per shareEligible shareholders must have bought the stock before 01 October 2025. Payment date: 15 October 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 6.5%. Within top quartile of Saudi dividend payers (5.5%). Higher than average of industry peers (2.7%).
お知らせ • Aug 14Arabian Centres Company announces Quarterly dividend, payable on October 15, 2025Arabian Centres Company announced Quarterly dividend of SAR 0.3750 per share payable on October 15, 2025, ex-date on October 01, 2025 and record date on October 02, 2025.
Reported Earnings • Aug 13Second quarter 2025 earnings released: EPS: ر.س1.00 (vs ر.س0.74 in 2Q 2024)Second quarter 2025 results: EPS: ر.س1.00 (up from ر.س0.74 in 2Q 2024). Revenue: ر.س582.6m (flat on 2Q 2024). Net income: ر.س472.9m (up 34% from 2Q 2024). Profit margin: 81% (up from 61% in 2Q 2024). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Real Estate industry in Asia. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
New Risk • Aug 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.9% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (10% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.9% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
New Risk • Aug 06New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.9% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (10% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.9% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
New Risk • Jul 02New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.9% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (10% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.9% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
分析記事 • Jun 30Arabian Centres Company's (TADAWUL:4321) Shares Lagging The Market But So Is The BusinessArabian Centres Company's ( TADAWUL:4321 ) price-to-earnings (or "P/E") ratio of 7.4x might make it look like a strong...
お知らせ • Jun 19Arabian Centers Company Appoints Ahmed Demerdash Badrawi to Board of Directors, Effective June 19, 2025Arabian Centres Company announced that Mr. Ahmed Demerdash Badrawi was elected to the board of directors for the upcoming term starting on 19 June 2025 and ending on 18 June 2029 for a period of Four Gregorian years.
Upcoming Dividend • Jun 09Upcoming dividend of ر.س0.38 per shareEligible shareholders must have bought the stock before 16 June 2025. Payment date: 03 July 2025. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 7.7%. Within top quartile of Saudi dividend payers (5.2%). Higher than average of industry peers (2.6%).
お知らせ • Jun 04Arabian Centres Company, Annual General Meeting, Jun 30, 2025Arabian Centres Company, Annual General Meeting, Jun 30, 2025, at 20:15 Arab Standard Time. Location: riyadh Saudi Arabia
分析記事 • May 26Weak Statutory Earnings May Not Tell The Whole Story For Arabian Centres (TADAWUL:4321)A lackluster earnings announcement from Arabian Centres Company ( TADAWUL:4321 ) last week didn't sink the stock price...
Reported Earnings • May 21First quarter 2025 earnings released: EPS: ر.س0.46 (vs ر.س0.38 in 1Q 2024)First quarter 2025 results: EPS: ر.س0.46 (up from ر.س0.38 in 1Q 2024). Revenue: ر.س590.6m (flat on 1Q 2024). Net income: ر.س216.9m (up 22% from 1Q 2024). Profit margin: 37% (up from 31% in 1Q 2024). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Real Estate industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • May 13Arabian Centres Company announces Quarterly dividend, payable on July 03, 2025Arabian Centres Company announced Quarterly dividend of SAR 0.3750 per share payable on July 03, 2025, ex-date on June 16, 2025 and record date on June 17, 2025.
Reported Earnings • Mar 22Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: ر.س2.56 (down from ر.س3.19 in FY 2023). Revenue: ر.س2.34b (up 4.5% from FY 2023). Net income: ر.س1.22b (down 19% from FY 2023). Profit margin: 52% (down from 68% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) exceeded analyst estimates by 14%. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Real Estate industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Mar 12Arabian Centres Company announces Quarterly dividend, payable on April 06, 2025Arabian Centres Company announced Quarterly dividend of SAR 0.3750 per share payable on April 06, 2025, ex-date on March 13, 2025 and record date on March 16, 2025.
分析記事 • Feb 07Investors Aren't Buying Arabian Centres Company's (TADAWUL:4321) EarningsWhen close to half the companies in Saudi Arabia have price-to-earnings ratios (or "P/E's") above 25x, you may consider...
New Risk • Nov 26New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 8.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (6.4% operating cash flow to total debt). Earnings are forecast to decline by an average of 8.1% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (101% cash payout ratio). Large one-off items impacting financial results.
分析記事 • Nov 24Arabian Centres' (TADAWUL:4321) Shareholders Have More To Worry About Than Only Soft EarningsA lackluster earnings announcement from Arabian Centres Company ( TADAWUL:4321 ) last week didn't sink the stock price...
Reported Earnings • Nov 22Third quarter 2024 earnings released: EPS: ر.س0.70 (vs ر.س0.60 in 3Q 2023)Third quarter 2024 results: EPS: ر.س0.70 (up from ر.س0.60 in 3Q 2023). Revenue: ر.س585.7m (up 3.3% from 3Q 2023). Net income: ر.س334.6m (up 17% from 3Q 2023). Profit margin: 57% (up from 51% in 3Q 2023). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Real Estate industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
分析記事 • Nov 07Arabian Centres Company's (TADAWUL:4321) Earnings Are Not Doing Enough For Some InvestorsWhen close to half the companies in Saudi Arabia have price-to-earnings ratios (or "P/E's") above 25x, you may consider...
Major Estimate Revision • Oct 10Consensus EPS estimates increase by 12%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from ر.س2.49b to ر.س2.42b. EPS estimate rose from ر.س1.81 to ر.س2.03. Net income forecast to shrink 33% next year vs 14% growth forecast for Real Estate industry in Saudi Arabia . Consensus price target of ر.س23.93 unchanged from last update. Share price fell 3.8% to ر.س20.30 over the past week.
Buy Or Sell Opportunity • Oct 03Now 20% undervaluedOver the last 90 days, the stock has risen 5.2% to ر.س21.10. The fair value is estimated to be ر.س26.43, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.4% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to decline by 22% in the next 2 years.
Buy Or Sell Opportunity • Sep 08Now 20% undervaluedOver the last 90 days, the stock has risen 5.9% to ر.س21.84. The fair value is estimated to be ر.س27.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.4% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to decline by 22% in the next 2 years.
Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: ر.س0.74 (vs ر.س0.71 in 2Q 2023)Second quarter 2024 results: EPS: ر.س0.74 (up from ر.س0.71 in 2Q 2023). Revenue: ر.س586.5m (up 4.5% from 2Q 2023). Net income: ر.س353.1m (up 4.3% from 2Q 2023). Profit margin: 60% (in line with 2Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Real Estate industry in Saudi Arabia. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Jun 10Arabian Centres Company, Annual General Meeting, Jun 30, 2024Arabian Centres Company, Annual General Meeting, Jun 30, 2024, at 20:00 Arab Standard Time. Location: riyadh Saudi Arabia
Reported Earnings • May 25First quarter 2024 earnings released: EPS: ر.س0.38 (vs ر.س0.81 in 1Q 2023)First quarter 2024 results: EPS: ر.س0.38 (down from ر.س0.81 in 1Q 2023). Revenue: ر.س585.8m (up 2.1% from 1Q 2023). Net income: ر.س185.6m (down 52% from 1Q 2023). Profit margin: 32% (down from 67% in 1Q 2023). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Real Estate industry in Asia. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
分析記事 • May 21Improved Earnings Required Before Arabian Centres Company (TADAWUL:4321) Shares Find Their FeetWith a price-to-earnings (or "P/E") ratio of 7.1x Arabian Centres Company ( TADAWUL:4321 ) may be sending very bullish...
分析記事 • Apr 11Impressive Earnings May Not Tell The Whole Story For Arabian Centres (TADAWUL:4321)Arabian Centres Company ( TADAWUL:4321 ) announced strong profits, but the stock was stagnant. We did some digging, and...
Reported Earnings • Apr 05Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: ر.س3.19 (up from ر.س2.34 in FY 2022). Revenue: ر.س2.25b (flat on FY 2022). Net income: ر.س1.51b (up 37% from FY 2022). Profit margin: 67% (up from 50% in FY 2022). Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) exceeded analyst estimates by 133%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Real Estate industry in Asia. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Declared Dividend • Mar 28Dividend of ر.س0.75 announcedShareholders will receive a dividend of ر.س0.75. Ex-date: 2nd April 2024 Payment date: 16th April 2024 Dividend yield will be 6.3%, which is higher than the industry average of 3.9%. Sustainability & Growth Dividend is covered by both earnings (78% earnings payout ratio) and cash flows (70% cash payout ratio). The dividend has increased over the past 4 years. However, payments have been volatile during that time. EPS is expected to decline by 6.1% over the next 3 years. However, it would need to fall by 14% to increase the payout ratio to a potentially unsustainable range.
Price Target Changed • Mar 27Price target decreased by 7.3% to ر.س22.27Down from ر.س24.02, the current price target is an average from 3 analysts. New target price is 13% below last closing price of ر.س25.70. Stock is up 27% over the past year. The company is forecast to post earnings per share of ر.س1.37 for next year compared to ر.س2.34 last year.
お知らせ • Mar 27+ 1 more updateArabian Centres Company Announces Cash Dividends for the Second Half of the Fiscal Year 2023, Payable on April 16, 2024Arabian Centres Company announced cash dividends for the second half of the fiscal year 2023 of SAR 0.75 per share. The Total amount distributed is SAR 356.25 million. Eligibility date is April 1, 2024. Distribution date is April 16, 2024 .
分析記事 • Jan 27Here's Why We Think Arabian Centres (TADAWUL:4321) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 • Dec 22Arabian Centres Company's (TADAWUL:4321) Earnings Are Not Doing Enough For Some InvestorsWith a price-to-earnings (or "P/E") ratio of 6.6x Arabian Centres Company ( TADAWUL:4321 ) may be sending very bullish...
Reported Earnings • Nov 16Third quarter 2023 earnings released: EPS: ر.س0.60 (vs ر.س0.54 in 3Q 2022)Third quarter 2023 results: EPS: ر.س0.60 (up from ر.س0.54 in 3Q 2022). Revenue: ر.س567.7m (down 1.1% from 3Q 2022). Net income: ر.س286.5m (up 11% from 3Q 2022). Profit margin: 51% (up from 45% in 3Q 2022). Revenue is forecast to grow 9.4% p.a. on average during the next 5 years, compared to a 8.5% growth forecast for the Real Estate industry in Asia. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
分析記事 • Sep 19Here's Why We Think Arabian Centres (TADAWUL:4321) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Reported Earnings • Aug 19Second quarter 2023 earnings released: EPS: ر.س0.71 (vs ر.س0.39 in 2Q 2022)Second quarter 2023 results: EPS: ر.س0.71 (up from ر.س0.39 in 2Q 2022). Revenue: ر.س565.3m (flat on 2Q 2022). Net income: ر.س338.7m (up 85% from 2Q 2022). Profit margin: 60% (up from 33% in 2Q 2022). Revenue is forecast to grow 8.7% p.a. on average during the next 5 years, compared to a 8.9% growth forecast for the Real Estate industry in Asia. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
New Risk • Jun 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.02% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.02% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
お知らせ • May 09Arabian Centres in Discussion with Fawaz Abdulaziz Alhokair Co on Potential MergerArabian Centres Company (SASE:4321) announced that it is in discussions With Fawaz Abdulaziz Al Hokair & Company (Cenomi Retail) (SASE:4240) On A Potential Combination Of Two Companies. Discussions remain at an early stage and parties have not yet reached an agreement.
Major Estimate Revision • Mar 22Consensus EPS estimates increase by 20%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from ر.س1.40 to ر.س1.67. Revenue forecast steady at ر.س2.29b. Net income forecast to grow 148% next year vs 11% growth forecast for Real Estate industry in Saudi Arabia. Consensus price target broadly unchanged at ر.س23.00. Share price was steady at ر.س19.76 over the past week.
分析記事 • Feb 13Estimating The Intrinsic Value Of Arabian Centres Company (TADAWUL:4321)In this article we are going to estimate the intrinsic value of Arabian Centres Company ( TADAWUL:4321 ) by taking the...
分析記事 • Jan 20Arabian Centres' (TADAWUL:4321) Dividend Will Be SAR0.75Arabian Centres Company ( TADAWUL:4321 ) will pay a dividend of SAR0.75 on the 12th of February. Based on this payment...
Upcoming Dividend • Jan 16Upcoming dividend of ر.س0.75 per shareEligible shareholders must have bought the stock before 23 January 2023. Payment date: 12 February 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 7.3%. Within top quartile of Saudi dividend payers (4.7%). Higher than average of industry peers (4.2%).
分析記事 • Jan 05Arabian Centres (TADAWUL:4321) Will Pay A Dividend Of SAR0.75Arabian Centres Company's ( TADAWUL:4321 ) investors are due to receive a payment of SAR0.75 per share on 12th of...
お知らせ • Jan 02Arabian Centres Company Announces Cash Dividends for the First Half Ended 30 September 2022, Payable on 12 February 2023Arabian Centres Company announced cash dividends for the first half ended 30 September 2022 of SAR 0.75 per share. The Total amount distributed is SAR 356.25 million. Eligibility date is 22 January 2023. Distribution date is 12 February 2023.
Board Change • Nov 16Less 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, none were independent directors. The company's board is composed of: 1 independent director. 8 non-independent directors. Independent Director Abdulrahman Al Tuwaijri was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
分析記事 • Sep 03Is There An Opportunity With Arabian Centres Company's (TADAWUL:4321) 40% Undervaluation?Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Arabian Centres...
Reported Earnings • Aug 24First quarter 2023 earnings released: EPS: ر.س0.27 (vs ر.س0.27 in 1Q 2022)First quarter 2023 results: EPS: ر.س0.27 (down from ر.س0.27 in 1Q 2022). Revenue: ر.س561.3m (up 9.9% from 1Q 2022). Net income: ر.س126.0m (flat on 1Q 2022). Profit margin: 22% (down from 25% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 13%, compared to a 17% growth forecast for the Real Estate industry in Saudi Arabia. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Board Change • Aug 15Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 7 non-independent directors. Independent Director Abdulrahman Al Tuwaijri 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 • Jul 04Arabian Centres Co. Announces Cash Dividend for Second Half Ended 31 March 2022, Payable on 26 July 2022Arabian Centres Co. announced that its Board of Directors decision to distribute cash dividend of SAR 0.75 per share to the shareholders for the second half of fiscal year 2022 ended on 31 March 2022. Eligibility date is 05 July 2022 and Distribution Date is 26 July 2022.
お知らせ • Jun 21Arabian Centres Co. Announces Executive ChangesArabian Centres Co. at AGM on 16 June 2022 approved the appointment of Abdulmajeed bin Abdullah Albasri, Turki Saud Al-Dayel, Khalid Abdullah Al-Suwailem and Johan Henri Brand as directors. The company also approved the formation of the Audit Committee, commencing from 19 June 2022 and appoints Turki Saud Al-Dayel, Fahad Ibrahim Al-Khorayef and Wissam Zouhair Mekahal. The company approving the BoD decision to appoint Mr. Mohamad Rafic Mourad (Executive member), replacing the resigned member Mr. Omar Hadir Al-Farisi, starting from his appointment on 01 January 2022 until the end of the current board term on 18 June 2022.
お知らせ • Jun 17Arabian Centres Company Announces Executive ChangesArabian Centres Company has appointed Alison Rehill-Erguven as the company's CEO effective from 21 August 2022. Until 20 August, the company will continue to delegate Mohamad Mourad as the acting CEO. With more than 20 years of shopping mall and real estate experience, Rehill-Erguven has managed several prominent emerging markets across Asia, Europe, and Latin America. Before joining Arabian Centres, the new CEO occupied the position of head of commercial real estate of Shanghai-based Brookfield Properties.
お知らせ • May 25Arabian Centres Company, Annual General Meeting, Jun 16, 2022Arabian Centres Company, Annual General Meeting, Jun 16, 2022, at 16:30 Coordinated Universal Time. Agenda: To elect the board members from the candidates for the next term, commencing from 19 June 2022, for a term of three Gregorian years, ending on 18 June 2025; to consider formation of the Audit Committee, commencing from 19 June 2022, for a term of three Gregorian years, ending on 18 June 2025, and on the definition of its duties, work regulations and remuneration of its members; and to appoint Mr. Mohamad Rafic Mourad (Executive member), replacing the resigned member Mr. Omar Hadir Al-Farisi (Independent member), starting from his appointment on 01 January 2022 until the end of the current board term at 18 June 2022.
分析記事 • May 16Is Now An Opportune Moment To Examine Arabian Centres Company (TADAWUL:4321)?Arabian Centres Company ( TADAWUL:4321 ), is not the largest company out there, but it had a relatively subdued couple...
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 Benny Higgins 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.
分析記事 • Mar 15Arabian Centres Company (TADAWUL:4321) Shares Could Be 36% Below Their Intrinsic Value EstimateDoes the March share price for Arabian Centres Company ( TADAWUL:4321 ) reflect what it's really worth? Today, we will...
Reported Earnings • Feb 16Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: ر.س0.24 (up from ر.س0.20 in 3Q 2021). Revenue: ر.س510.6m (up 9.4% from 3Q 2021). Net income: ر.س111.9m (up 17% from 3Q 2021). Profit margin: 22% (up from 20% in 3Q 2021). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 10.0%. Over the next year, revenue is forecast to grow 13%, compared to a 17% growth forecast for the industry in Saudi Arabia.
分析記事 • Jan 18What Is Arabian Centres Company's (TADAWUL:4321) Share Price Doing?Arabian Centres Company ( TADAWUL:4321 ), might not be a large cap stock, but it saw a double-digit share price rise of...
分析記事 • Sep 26At ر.س24.76, Is It Time To Put Arabian Centres Company (TADAWUL:4321) On Your Watch List?While Arabian Centres Company ( TADAWUL:4321 ) might not be the most widely known stock at the moment, it had a...
Reported Earnings • Aug 30First quarter 2022 earnings released: EPS ر.س0.27 (vs ر.س0.32 in 1Q 2021)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2022 results: Revenue: ر.س510.7m (up 6.9% from 1Q 2021). Net income: ر.س126.6m (down 17% from 1Q 2021). Profit margin: 25% (down from 32% in 1Q 2021).
分析記事 • Jul 27Is Arabian Centres Company (TADAWUL:4321) Worth ر.س25.3 Based On Its Intrinsic Value?Does the July share price for Arabian Centres Company ( TADAWUL:4321 ) reflect what it's really worth? Today, we will...
Reported Earnings • Jun 30Full year 2021 earnings released: EPS ر.س1.03 (vs ر.س1.35 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: ر.س1.86b (down 16% from FY 2020). Net income: ر.س486.7m (down 23% from FY 2020). Profit margin: 26% (down from 29% in FY 2020).
分析記事 • Jun 30Weak Statutory Earnings May Not Tell The Whole Story For Arabian Centres (TADAWUL:4321)The subdued market reaction suggests that Arabian Centres Company's ( TADAWUL:4321 ) recent earnings didn't contain any...
Upcoming Dividend • Jun 27Upcoming dividend of ر.س0.75 per shareEligible shareholders must have bought the stock before 04 July 2021. Payment date: 15 July 2021. Trailing yield: 4.8%. Within top quartile of Saudi dividend payers (4.4%). Higher than average of industry peers (3.4%).
分析記事 • Jun 02Is Now The Time To Look At Buying Arabian Centres Company (TADAWUL:4321)?Arabian Centres Company ( TADAWUL:4321 ), is not the largest company out there, but it saw a decent share price growth...
Major Estimate Revision • May 12Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate fell from ر.س1.09 to ر.س0.93 per share. Revenue forecast steady at ر.س1.87b. Net income forecast to grow 11% next year vs 24% growth forecast for Real Estate industry in Saudi Arabia. Consensus price target of ر.س24.52 unchanged from last update. Share price rose 2.2% to ر.س26.00 over the past week.
お知らせ • Apr 29Arabian Centres Co. Announces Cash Dividend for the Second Half Ended March 31, 2021, Payable on July 15, 2021Arabian Centres Co. announced that its Board of Directors decision to distribute cash dividend of SAR 0.75 per share to the shareholders for the second half of fiscal year 2021 ended on 31 March 2021. Eligibility date is 01 July 2021 and Distribution Date is 15 July 2021.
分析記事 • Apr 23A Look At The Fair Value Of Arabian Centres Company (TADAWUL:4321)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Arabian Centres...
分析記事 • Mar 04If You Had Bought Arabian Centres' (TADAWUL:4321) Shares A Year Ago You Would Be Down 18%Passive investing in an index fund is a good way to ensure your own returns roughly match the overall market. But if...
分析記事 • Feb 11Is Arabian Centres Company's (TADAWUL:4321) ROE Of 7.7% Impressive?Many investors are still learning about the various metrics that can be useful when analysing a stock. This article is...
Reported Earnings • Feb 10Third quarter 2021 earnings released: EPS ر.س0.20 (vs ر.س0.23 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and revenues, although profit margins were improved. Third quarter 2021 results: Revenue: ر.س469.4m (down 16% from 3Q 2020). Net income: ر.س95.4m (down 12% from 3Q 2020). Profit margin: 20% (up from 19% in 3Q 2020). The increase in margin was driven by lower expenses.
Analyst Estimate Surprise Post Earnings • Feb 10Revenue and earnings miss expectationsRevenue missed analyst estimates by 6.5%. Earnings per share (EPS) also missed analyst estimates by 18%. Over the next year, revenue is forecast to stay flat compared to a 26% growth forecast for the Real Estate industry in Saudi Arabia.
お知らせ • Feb 01Arabian Centers Co. Announces the Signing of an Agreement with Quara Finance Company to Support Its Tenants from the SMEs SegmentArabian Centers Company announced that it signed, on Thursday 28 January 2021, an agreement with "Quara Finance Company" to support and finance Small and Medium Enterprises (SMEs) who run businesses in ACC centers.
Is New 90 Day High Low • Feb 01New 90-day low: ر.س23.48The company is down 2.0% from its price of ر.س24.00 on 03 November 2020. The Saudi market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Real Estate industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ر.س21.26 per share.
分析記事 • Jan 24Is Arabian Centres Company (TADAWUL:4321) A Good Fit For Your Dividend Portfolio?Is Arabian Centres Company ( TADAWUL:4321 ) a good dividend stock? How can we tell? Dividend paying companies with...
分析記事 • Jan 01Arabian Centres Company (TADAWUL:4321) Pays A ر.س0.50 Dividend In Just Two DaysRegular readers will know that we love our dividends at Simply Wall St, which is why it's exciting to see Arabian...
分析記事 • Dec 18Do Institutions Own Arabian Centres Company (TADAWUL:4321) Shares?A look at the shareholders of Arabian Centres Company ( TADAWUL:4321 ) can tell us which group is most powerful. Large...
Is New 90 Day High Low • Dec 07New 90-day low: ر.س23.60The company is down 14% from its price of ر.س27.30 on 08 September 2020. The Saudi market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Real Estate 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 ر.س19.98 per share.
分析記事 • Nov 27A Look At Arabian Centres' (TADAWUL:4321) Share Price ReturnsPassive investing in an index fund is a good way to ensure your own returns roughly match the overall market. When you...
お知らせ • Nov 26Arabian Centres Co. Announces Amendment to Its Land Lease Contract for U Walk JeddahArabian Centres Company announced on 24 November 2020 the successful conclusion of negotiations with the heirs of Her Highness Princess Munira bint Abdulaziz Al Jiluwi Al Saud (“the first party”) to sign an annex to the Company’s lease contract for the U Walk Jeddah Centre (formerly named Zahra Mall) to amend some its provisions, where the most noteworthy amendments were: The reduction of the total value of land rent over the lifetime of the contract from SAR 1.785 billion to SAR 1.075 billion – a reduction of SAR 620 million; and Amending the start date of the lease period to begin from 01 August 2022 and to end on 31 July 2052.
Price Target Changed • Nov 06Price target lowered to ر.س23.23Down from ر.س25.23, the current price target is an average from 4 analysts. The new target price is close to the current share price of ر.س23.72. As of last close, the stock is down 17% over the past year.
Analyst Estimate Surprise Post Earnings • Nov 05Revenue and earnings miss expectationsRevenue missed analyst estimates by 6.0%. Earnings per share (EPS) also missed analyst estimates by 18%. Over the next year, revenue is forecast to grow 3.8%, compared to a 24% growth forecast for the Real Estate industry in Saudi Arabia.
Reported Earnings • Nov 05Second quarter 2021 earnings released: EPS ر.س0.23The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ر.س464.8m (down 17% from 2Q 2020). Net income: ر.س109.0m (down 47% from 2Q 2020). Profit margin: 24% (down from 37% in 2Q 2020). The decrease in margin was driven by lower revenue.
Major Estimate Revision • Nov 03Analysts update estimatesThe 2021 consensus revenue estimate was lowered from ر.س2.29b to ر.س2.03b. Earning per share (EPS) estimate was unchanged from the last update at -ر.س0.24. The Real Estate industry in Saudi Arabia is expected to see an average net income growth of 21% next year. The consensus price target was lowered from ر.س25.23 to ر.س22.98. Share price is down by 3.0% to ر.س24.18 over the past week.
Price Target Changed • Nov 03Price target lowered to ر.س22.98Down from ر.س25.23, the current price target is an average from 4 analysts. The new target price is close to the current share price of ر.س24.18. As of last close, the stock is down 15% over the past year.
お知らせ • Oct 02Arabian Centres Company Approves the Audit CommitteeArabian Centres Company at its AGM in September 30, 2020 approved the formation of the Audit Committee for its upcoming new term and its work guidelines, tasks and its membership remuneration, which shall start from the date of this AGM on 30/09/2020 till the end of the current BoD term on 18/06/2022. Noting that the members are: Dr. Bernard Higgins; Mr. Nadim Mustafa Shabsogh; Mr. Fahad Ibrahim Al-Khorayef.
お知らせ • Aug 18Arabian Centres Company to Report Q1, 2021 Results on Aug 18, 2020Arabian Centres Company announced that they will report Q1, 2021 results on Aug 18, 2020
