View Future GrowthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsKindred Group 過去の業績過去 基準チェック /06Kindred Groupの収益は年間平均-0.5%の割合で減少していますが、 Hospitality業界の収益は年間 増加しています。収益は年間13.3% 4.7%割合で 増加しています。 Kindred Groupの自己資本利益率は10%であり、純利益率は4.6%です。主要情報-0.47%収益成長率0.34%EPS成長率Hospitality 業界の成長10.51%収益成長率4.65%株主資本利益率10.03%ネット・マージン4.59%次回の業績アップデート25 Oct 2024最近の業績更新Reported Earnings • Jul 25Second quarter 2024 earnings released: EPS: UK£0.22 (vs UK£0.13 in 2Q 2023)Second quarter 2024 results: EPS: UK£0.22 (up from UK£0.13 in 2Q 2023). Revenue: UK£325.7m (up 6.0% from 2Q 2023). Net income: UK£46.2m (up 67% from 2Q 2023). Profit margin: 14% (up from 9.0% in 2Q 2023). Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: UK£0.15 (vs UK£0.12 in 1Q 2023)First quarter 2024 results: EPS: UK£0.15 (up from UK£0.12 in 1Q 2023). Revenue: UK£307.7m (flat on 1Q 2023). Net income: UK£31.4m (up 23% from 1Q 2023). Profit margin: 10% (up from 8.3% in 1Q 2023). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Reported Earnings • Mar 15Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: UK£0.22 (down from UK£0.55 in FY 2022). Revenue: UK£1.21b (up 13% from FY 2022). Net income: UK£46.5m (down 61% from FY 2022). Profit margin: 3.8% (down from 11% in FY 2022). Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 55%. Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Hospitality industry in Sweden. 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 5% per year, which means it has not declined as severely as earnings.分析記事 • Feb 20We Think You Can Look Beyond Kindred Group's (STO:KIND SDB) Lackluster EarningsSoft earnings didn't appear to concern Kindred Group plc's ( STO:KIND SDB ) shareholders over the last week. We did...Reported Earnings • Feb 08Full year 2023 earnings released: EPS: UK£0.22 (vs UK£0.55 in FY 2022)Full year 2023 results: EPS: UK£0.22 (down from UK£0.55 in FY 2022). Revenue: UK£1.21b (up 13% from FY 2022). Net income: UK£46.5m (down 61% from FY 2022). Profit margin: 3.8% (down from 11% in FY 2022). Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Hospitality industry in Sweden. 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 2% per year, which means it has not declined as severely as earnings.Reported Earnings • Nov 30Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: UK£0.06 (down from UK£0.26 in 3Q 2022). Revenue: UK£283.9m (up 2.2% from 3Q 2022). Net income: UK£12.4m (down 79% from 3Q 2022). Profit margin: 4.4% (down from 21% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 7.8%. Earnings per share (EPS) also missed analyst estimates by 48%. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.すべての更新を表示Recent updatesお知らせ • Oct 29Nasdaq Stockholm Approves Kindred Group's Request for Delisting of the SDRs from Nasdaq Stockholm, Last Day of Trading to Be on 11 November 2024Nasdaq Stockholm has approved Kindred Group plc's (‘Kindred’ or the ‘Company’) request for delisting of the Swedish Depository Receipts (the ‘SDRs’) in Kindred from Nasdaq Stockholm. The last day of trading in the SDRs will be on 11 November 2024. As previously announced, Kindred has applied for de-listing of the Company's SDRs from Nasdaq Stockholm. Nasdaq Stockholm has now approved the application and resolved that the last day of trading in the SDRs will be on 11 November 2024.お知らせ • Oct 27Kindred Group Applies for Delisting of Swedish Depository Receipts from Nasdaq Stockholm Following La Française des Jeux's Public OfferLa Française des Jeux SA's (‘FDJ’) recommended public offer to the holders of Swedish Depository Receipts (the ‘SDRs’) in Kindred Group plc (‘Kindred’ or the ‘Company’) to tender all their SDRs in the Company at a price of SEK 130 in cash per SDR (the ‘Offer’) was declared unconditional on 3 October 2024. After the end of the extended acceptance period, FDJ controls in total approximately 98.60% of the outstanding SDRs in the Company. Against this background, the board of directors of Kindred has applied for delisting of the SDRs in Kindred from Nasdaq Stockholm. In order to provide the remaining holders of SDRs in the Company with the opportunity to accept the Offer, FDJ extended the acceptance period of the Offer until and including 18 October 2024. During the extended acceptance period, the Offer has been accepted by SDR holders with a total of 14,734,917 SDRs, corresponding to approximately 6.83% of the outstanding SDRs in the Company. After the end of the extended acceptance period, FDJ thus controls in total 212,794,208 SDRs, corresponding to approximately 98.60% of the outstanding SDRs in the Company. FDJ has on 23 October 2024 initiated squeeze-out proceedings of the SDRs in Kindred not held by FDJ, and requested that the board of directors of Kindred applies for delisting of the SDRs in the Company from Nasdaq Stockholm. In light of the above, the board of directors of Kindred has on October 24, 2024, in accordance with FDJ's request, applied for delisting of the SDRs in the Company from Nasdaq Stockholm. Kindred will announce the last day of trading as soon as Nasdaq Stockholm has confirmed the date to the Company.お知らせ • Oct 22La Française des Jeux Intends Delisting of Kindred's SDRs from Nasdaq StockholmLa Française des Jeux (FDJ) announced that, following the extension until 18 October of its public tender offer for Kindred Group plc., 14,734,917 new Kindred Swedish Depositary Receipts (SDRs), representing 6.83% of the share capital, were tendered. Following the first settlement-delivery of the offer on 11 October 2024, FDJ already held 91.77% of Kindred's share capital. FDJ's shareholding in Kindred will therefore be 98.60% following settlement-delivery of the extended offer, expected to take place on 29 October 2024. As FDJ holds over 90% of Kindred's share capital, it intends to request the implementation of the squeeze-out procedure in accordance with Kindred's articles of association in order to acquire all the shares not tendered in the public offer and the delisting of Kindred's SDRs from Nasdaq Stockholm.お知らせ • Oct 15Kindred Group plc Announces Changes in the Board of DirectorsKindred Group plc has received the resignations of the Chairman of the Board, Evert Carlsson, and the Directors James H. Gemmel, Cédric Boireau, Andrew McCue, Jonas Jansson and Kenneth Shea, which resignations have been rendered effective today, on 14 October 2024. Heidi Skogster and Martin Randel will remain directors until their term of office expiring on Kindred's next annual general meeting to be held in 2025. In accordance with article 77 of the Company's articles of association, with effect from 14 October 2024, the Board of Directors of Kindred has elected Pascal Chaffard, Edeline Minaire and Célia Vérot as new Directors upon proposal of La Française des Jeux, in replacement of the resigning Directors and in order to fill some of the casual vacancies arising as a result of the abovementioned resignations. The appointment of such Directors shall be for a term which shall expire at Kindred's next annual general meeting to be held in 2025. Pascal Chaffard has been elected as new Chairperson of the Board. Biographies of the new Directors are available below. Following these changes, the Board of Directors of Kindred will consist of Pascal Chaffard, Edeline Minaire, Célia Vérot, Heidi Skogster and Martin Randel. In addition, with effect from 14 October 2024, the Company's Audit Committee shall be composed of Heidi Skogster (Chairperson), Martin Randel and Edeline Minaire, while the Company's Remuneration Committee shall be composed of Pascal Chaffard (Chairperson), Martin Randel and Heidi Skogster. Pascal Chaffard Pascal Chaffard joined FDJ in 1994. He held the positions of Head of Strategy and Transformation (2010-2013), Product Marketing Director (2006-2009) and Financial Planning and Analysis Director (2001-2006). He is currently Executive Vice-President Finance, Performance and Strategy. Edeline Minaire Edeline Minaire is a Finance Director with extensive experience across major corporations. She has worked at Française des Jeux (FDJ) since 2016, serving as Finance Director from 2019, where she led key automation and digitalization projects. Prior roles at FDJ include Director of Accounting and Treasury. Before that, she held senior finance roles at Lafarge, playing a critical part in the LafargeHolcim merger. She began her career at Ernst & Young in audit and IFRS consulting. Célia Vérot Célia Vérot has been FDJ's Chief Regulation Officer since May 2024. Prior to this, she spent more than 10 years at the French Conseil d'Etat, where she held a number of jurisdictional positions. In the civil service, she was then Deputy Secretary General and Advisor at the French Prime Minister's Office. She also worked at the French multinational company Veolia Water as Vice President of Veolia Water Japan and at the Fondation du Patrimoine, a non-profit organization, as Chief Executive Officer during the last seven years.お知らせ • Oct 10+ 1 more updateKindred Group plc(OM:KIND SDB) dropped from S&P Global BMI IndexKindred Group plc(OM:KIND SDB) dropped from S&P Global BMI IndexReported Earnings • Jul 25Second quarter 2024 earnings released: EPS: UK£0.22 (vs UK£0.13 in 2Q 2023)Second quarter 2024 results: EPS: UK£0.22 (up from UK£0.13 in 2Q 2023). Revenue: UK£325.7m (up 6.0% from 2Q 2023). Net income: UK£46.2m (up 67% from 2Q 2023). Profit margin: 14% (up from 9.0% in 2Q 2023). Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: UK£0.15 (vs UK£0.12 in 1Q 2023)First quarter 2024 results: EPS: UK£0.15 (up from UK£0.12 in 1Q 2023). Revenue: UK£307.7m (flat on 1Q 2023). Net income: UK£31.4m (up 23% from 1Q 2023). Profit margin: 10% (up from 8.3% in 1Q 2023). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Reported Earnings • Mar 15Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: UK£0.22 (down from UK£0.55 in FY 2022). Revenue: UK£1.21b (up 13% from FY 2022). Net income: UK£46.5m (down 61% from FY 2022). Profit margin: 3.8% (down from 11% in FY 2022). Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 55%. Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Hospitality industry in Sweden. 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 5% per year, which means it has not declined as severely as earnings.分析記事 • Feb 20We Think You Can Look Beyond Kindred Group's (STO:KIND SDB) Lackluster EarningsSoft earnings didn't appear to concern Kindred Group plc's ( STO:KIND SDB ) shareholders over the last week. We did...Reported Earnings • Feb 08Full year 2023 earnings released: EPS: UK£0.22 (vs UK£0.55 in FY 2022)Full year 2023 results: EPS: UK£0.22 (down from UK£0.55 in FY 2022). Revenue: UK£1.21b (up 13% from FY 2022). Net income: UK£46.5m (down 61% from FY 2022). Profit margin: 3.8% (down from 11% in FY 2022). Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Hospitality industry in Sweden. 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 2% per year, which means it has not declined as severely as earnings.お知らせ • Feb 07Kindred Group Appoints Nils Andén as Permanent CEOKindred Group plc (Kindred) announced that Nils Andén has been appointed permanent CEO by the Board of Directors and enters the position with immediate effect. Nils Andén was appointed interim CEO in May 2023.お知らせ • Jan 23FDJ Reportedly Nears Roughly $2.5 Billion Deal for Kindred GroupLa Française des Jeux Société anonyme (ENXTPA:FDJ) is in talks to acquire Kindred Group plc (OM:KIND SDB) for around $2.5 billion, according to people familiar with the matter, in a deal that would create one of Europe’s biggest online gambling companies. A deal could be announced as soon as January 22, 2024, assuming talks don’t break down, the people said. It would follow calls for the possible sale of the Stockholm-listed company by Corvex Management, a New York activist investor headed by Keith Meister.Valuation Update With 7 Day Price Move • Jan 22Investor sentiment improves as stock rises 26%After last week's 26% share price gain to kr122, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Hospitality industry in Sweden. Total returns to shareholders of 31% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr124 per share.New Risk • Dec 01New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 68% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: 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. Profit margins are more than 30% lower than last year (9.6% net profit margin).Reported Earnings • Nov 30Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: UK£0.06 (down from UK£0.26 in 3Q 2022). Revenue: UK£283.9m (up 2.2% from 3Q 2022). Net income: UK£12.4m (down 79% from 3Q 2022). Profit margin: 4.4% (down from 21% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 7.8%. Earnings per share (EPS) also missed analyst estimates by 48%. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Nov 29Kindred Group plc, Annual General Meeting, Apr 26, 2024Kindred Group plc, Annual General Meeting, Apr 26, 2024.分析記事 • Nov 06Is There Now An Opportunity In Kindred Group plc (STO:KIND SDB)?Kindred Group plc ( STO:KIND SDB ), is not the largest company out there, but it received a lot of attention from a...Buying Opportunity • Oct 19Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 26%. The fair value is estimated to be kr116, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 21% in 2 years. Earnings is forecast to grow by 12% in the next 2 years.Upcoming Dividend • Oct 16Upcoming dividend of UK£0.17 per share at 4.9% yieldEligible shareholders must have bought the stock before 23 October 2023. Payment date: 27 October 2023. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 4.9%. Lower than top quartile of Swedish dividend payers (5.6%). Higher than average of industry peers (2.5%).お知らせ • Oct 13Kindred Group plc Announces Second Instalment of Dividend, Payable on 27 October 2023Kindred Group announced that the dividend of GBP 0.345 per share/SDR would be paid out in two equal instalments. The first payment was distributed on 27 April 2023. The following dates apply to the second instalment: Ex-dividend date is 23 October 2023, Record date is 24 October 2023 and Distribution by Euroclear Sweden AB on 27 October 2023.お知らせ • Oct 12Kindred Group plc to Report Q3, 2023 Results on Nov 29, 2023Kindred Group plc announced that they will report Q3, 2023 results at 7:30 AM, Central European Standard Time on Nov 29, 2023分析記事 • Oct 10Is Kindred Group (STO:KIND SDB) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...分析記事 • Sep 22Estimating The Fair Value Of Kindred Group plc (STO:KIND SDB)Key Insights Using the 2 Stage Free Cash Flow to Equity, Kindred Group fair value estimate is kr131 Kindred Group's...分析記事 • Sep 04The Returns On Capital At Kindred Group (STO:KIND SDB) Don't Inspire ConfidenceThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...Reported Earnings • Jul 26Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: UK£0.13 (up from UK£0.026 in 2Q 2022). Revenue: UK£307.3m (up 29% from 2Q 2022). Net income: UK£27.7m (up 378% from 2Q 2022). Profit margin: 9.0% (up from 2.4% in 2Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.4%. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in Sweden. 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 25% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 15+ 3 more updatesKindred Group plc to Report Q1, 2024 Results on Apr 24, 2024Kindred Group plc announced that they will report Q1, 2024 results at 7:30 AM, Central European Standard Time on Apr 24, 2024お知らせ • Jul 12Kindred Group plc Launches Proprietary Tech Platform in PennsylvaniaKindred Group plc announced that it expands its proprietary platform to Pennsylvania, providing customers with an enhanced experience, personalised content and products, as well as improved analytics. Customers in Pennsylvania were able to access Unibet Casino and Sportsbook apps on the Kindred platform from July 10, 2023.分析記事 • Jul 11Kindred Group (STO:KIND SDB) Seems To Use Debt Quite SensiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...お知らせ • Jun 21+ 1 more updateKindred Group plc Announces Executive AppointmentsKindred Group plc announced executive appointments. The company announced that two additional interim appointments have been made to the Executive Team. Usha Ganesan will assume the role as Interim Chief Finance Operations Officer, and Neil Banbury will assume the role as Interim Chief Commercial & Marketing Officer. All appointments will remain as interim until the strategic review is concluded.分析記事 • Jun 13Is There Now An Opportunity In Kindred Group plc (STO:KIND SDB)?Kindred Group plc ( STO:KIND SDB ), is not the largest company out there, but it saw a decent share price growth in the...分析記事 • Jun 01Estimating The Intrinsic Value Of Kindred Group plc (STO:KIND SDB)Key Insights Using the 2 Stage Free Cash Flow to Equity, Kindred Group fair value estimate is kr116 Kindred Group's...お知らせ • May 18Kindred Group plc Announces Executive ChangesKindred Group plc announced that its Board of Directors has received the resignation of CEO Henrik Tjärnström, effective immediately. The Board of Directors has appointed Nils Andén as interim CEO, also effective immediately. Nils Andén joined Kindred Group in 2020 as Chief Commercial Officer for Scandinavia, East and South Europe and North America. He has worked at Kindred in the past, holding a number of positions between 2006 and 2016 as Head of Poker and Head of Established Markets before spending the final four years as Chief Marketing Officer for the Unibet brand. Nils has also held positions as Chief Marketing Officer at CurrencyFair and as Director of Digital Marketing at GVC Group (now Entain Group). He is also a member of the Board of EasyPark Group.お知らせ • May 16Kindred Group plc Announces Resignation of Johan Wilsby as Chief Financial OfficerKindred Group plc (Kindred) announces that Johan Wilsby, Chief Financial Officer at Kindred since September 2020, will leave his position later this year. The process of appointing a successor has started. Johan Wilsby will leave Kindred during the autumn of 2023.お知らせ • May 11Kindred Group plc Announces Launch in New JerseyKindred Group plc (Kindred) is now live in the US with the Kindred Platform. As previously communicated, Kindred received the final approval for its proprietary gaming platform from the New Jersey regulatory, the Division of Gaming Enforcement (NJDGE), earlier this year. The platform will provide an enhanced customer experience with customisable and personalised content and products, as well as improved analytics and flexibility.Board Change • Apr 27High number of new and inexperienced directorsThere are 3 new directors who have joined the board in the last 3 years. The company's board is composed of: 3 new directors. No experienced directors. No highly experienced directors. Independent Non-Executive Director Heidi Skogster is the most experienced director on the board, commencing their role in 2021. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Apr 26Investor sentiment improves as stock rises 15%After last week's 15% share price gain to kr127, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 16x in the Hospitality industry in Sweden. Total returns to shareholders of 195% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr111 per share.Upcoming Dividend • Apr 14Upcoming dividend of UK£0.17 per share at 4.1% yieldEligible shareholders must have bought the stock before 21 April 2023. Payment date: 27 April 2023. Payout ratio is a comfortable 63% and the cash payout ratio is 81%. Trailing yield: 4.1%. Lower than top quartile of Swedish dividend payers (4.9%). Higher than average of industry peers (2.0%).分析記事 • Apr 07Some Investors May Be Worried About Kindred Group's (STO:KIND SDB) Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...Reported Earnings • Mar 17Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: UK£0.55 (down from UK£1.31 in FY 2021). Revenue: UK£1.07b (down 15% from FY 2021). Net income: UK£119.9m (down 59% from FY 2021). Profit margin: 11% (down from 23% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 33%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Hospitality industry in Sweden. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 64% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Feb 28Kindred Group (STO:KIND SDB) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Feb 09Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: UK£0.54 (down from UK£1.31 in FY 2021). Revenue: UK£1.07b (down 15% from FY 2021). Net income: UK£119.9m (down 59% from FY 2021). Profit margin: 11% (down from 23% in FY 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 33%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Hospitality industry in Sweden. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 26% per year.分析記事 • Jan 28Calculating The Fair Value Of Kindred Group plc (STO:KIND SDB)Key Insights Kindred Group's estimated fair value is UK£109 based on 2 Stage Free Cash Flow to Equity Current share...Valuation Update With 7 Day Price Move • Jan 16Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to kr96.02, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Hospitality industry in Sweden. Total returns to shareholders of 109% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr109 per share.分析記事 • Jan 16Should You Think About Buying Kindred Group plc (STO:KIND SDB) Now?While Kindred Group plc ( STO:KIND SDB ) might not be the most widely known stock at the moment, it saw a decent share...分析記事 • Jan 04Here's What's Concerning About Kindred Group's (STO:KIND SDB) Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...お知らせ • Dec 02Kindred Group plc to Report Q4, 2023 Results on Feb 07, 2024Kindred Group plc announced that they will report Q4, 2023 results on Feb 07, 2024分析記事 • Nov 29We Think Kindred Group (STO:KIND SDB) Can Stay On Top Of Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Buying Opportunity • Nov 21Now 21% undervaluedOver the last 90 days, the stock is up 10.0%. The fair value is estimated to be kr128, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 38%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 24% per annum over the same time period.Upcoming Dividend • Nov 07Upcoming dividend of UK£0.17 per shareEligible shareholders must have bought the stock before 14 November 2022. Payment date: 18 November 2022. Payout ratio is a comfortable 51% but the company is paying out more than the cash it is generating. Trailing yield: 4.2%. Lower than top quartile of Swedish dividend payers (5.7%). Higher than average of industry peers (2.0%).Major Estimate Revision • Nov 03Consensus EPS estimates increase by 51%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from UK£1.08b to UK£1.09b. EPS estimate increased from UK£0.28 to UK£0.42 per share. Net income forecast to shrink 13% next year vs 20% growth forecast for Hospitality industry in Sweden . Consensus price target broadly unchanged at kr109. Share price rose 7.3% to kr101 over the past week.Reported Earnings • Oct 27Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: UK£0.26 (down from UK£0.27 in 3Q 2021). Revenue: UK£277.8m (down 6.9% from 3Q 2021). Net income: UK£57.9m (down 4.5% from 3Q 2021). Profit margin: 21% (in line with 3Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 171%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Hospitality industry in Sweden. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.分析記事 • Oct 27Kindred Group plc (STO:KIND SDB) Shares Could Be 26% Below Their Intrinsic Value EstimateToday we'll do a simple run through of a valuation method used to estimate the attractiveness of Kindred Group plc...分析記事 • Oct 15When Should You Buy Kindred Group plc (STO:KIND SDB)?Kindred Group plc ( STO:KIND SDB ), might not be a large cap stock, but it saw a double-digit share price rise of over...お知らせ • Sep 24+ 1 more updateKindred Group plc to Report Q2, 2023 Results on Jul 25, 2023Kindred Group plc announced that they will report Q2, 2023 results at 7:30 AM, Central European Standard Time on Jul 25, 2023分析記事 • Aug 18Is Kindred Group (STO:KIND SDB) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Aug 04Investors Shouldn't Overlook The Favourable Returns On Capital At Kindred Group (STO:KIND SDB)What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...Major Estimate Revision • Jul 25Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from UK£1.10b to UK£1.09b. EPS estimate also fell from UK£0.33 per share to UK£0.30 per share. Net income forecast to shrink 60% next year vs 4.8% decline forecast for Hospitality industry in Sweden. Consensus price target broadly unchanged at kr117. Share price rose 6.5% to kr84.74 over the past week.お知らせ • Feb 10Kindred Group plc to Report Fiscal Year 2022 Results on Feb 08, 2023Kindred Group plc announced that they will report fiscal year 2022 results on Feb 08, 2023収支内訳Kindred Group の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史OM:KIND SDB 収益、費用、利益 ( )GBP Millions日付収益収益G+A経費研究開発費30 Jun 241,24157384031 Mar 241,21445383031 Dec 231,21147386030 Sep 231,187130380030 Jun 231,181176377031 Mar 231,121147373031 Dec 221,069120370030 Sep 221,008145358030 Jun 221,029148350031 Mar 221,154229357031 Dec 211,260295354030 Sep 211,379305352030 Jun 211,362297341031 Mar 211,233237324031 Dec 201,130165315030 Sep 201,00291307030 Jun 2094757308031 Mar 2093843312031 Dec 1991357309030 Sep 1992785309030 Jun 19931104253031 Mar 19924117274031 Dec 18908132282030 Sep 18896143285030 Jun 18858136347031 Mar 18806131322031 Dec 17751117307030 Sep 1766696287030 Jun 1761587267031 Mar 1757580253031 Dec 1654484236030 Sep 1650374220030 Jun 1644766200031 Mar 1640066178031 Dec 1535456164030 Sep 1532150151030 Jun 1531553149031 Mar 1531288155031 Dec 1431293157030 Sep 1430895158030 Jun 1429286157031 Mar 1427745152031 Dec 13268401490質の高い収益: KIND SDBには£71.2M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が30th June, 2024に影響を及ぼしています。利益率の向上: KIND SDBの現在の純利益率 (4.6%)は、昨年(14.9%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: KIND SDBの収益は過去 5 年間で年間0.5%減少しました。成長の加速: KIND SDBは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: KIND SDBは過去 1 年間で収益成長率がマイナス ( -67.6% ) となったため、 Hospitality業界平均 ( -11.6% ) と比較することが困難です。株主資本利益率高いROE: KIND SDBの 自己資本利益率 ( 10% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YConsumer-services 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2024/10/17 21:43終値2024/10/17 00:00収益2024/06/30年間収益2023/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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Kindred Group plc 5 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。12 アナリスト機関Jack CummingsBerenbergKiranjot GrewalBofA Global ResearchMikael LaséenCarnegie Investment Bank AB9 その他のアナリストを表示
Reported Earnings • Jul 25Second quarter 2024 earnings released: EPS: UK£0.22 (vs UK£0.13 in 2Q 2023)Second quarter 2024 results: EPS: UK£0.22 (up from UK£0.13 in 2Q 2023). Revenue: UK£325.7m (up 6.0% from 2Q 2023). Net income: UK£46.2m (up 67% from 2Q 2023). Profit margin: 14% (up from 9.0% in 2Q 2023). Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: UK£0.15 (vs UK£0.12 in 1Q 2023)First quarter 2024 results: EPS: UK£0.15 (up from UK£0.12 in 1Q 2023). Revenue: UK£307.7m (flat on 1Q 2023). Net income: UK£31.4m (up 23% from 1Q 2023). Profit margin: 10% (up from 8.3% in 1Q 2023). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Reported Earnings • Mar 15Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: UK£0.22 (down from UK£0.55 in FY 2022). Revenue: UK£1.21b (up 13% from FY 2022). Net income: UK£46.5m (down 61% from FY 2022). Profit margin: 3.8% (down from 11% in FY 2022). Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 55%. Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Hospitality industry in Sweden. 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 5% per year, which means it has not declined as severely as earnings.
分析記事 • Feb 20We Think You Can Look Beyond Kindred Group's (STO:KIND SDB) Lackluster EarningsSoft earnings didn't appear to concern Kindred Group plc's ( STO:KIND SDB ) shareholders over the last week. We did...
Reported Earnings • Feb 08Full year 2023 earnings released: EPS: UK£0.22 (vs UK£0.55 in FY 2022)Full year 2023 results: EPS: UK£0.22 (down from UK£0.55 in FY 2022). Revenue: UK£1.21b (up 13% from FY 2022). Net income: UK£46.5m (down 61% from FY 2022). Profit margin: 3.8% (down from 11% in FY 2022). Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Hospitality industry in Sweden. 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 2% per year, which means it has not declined as severely as earnings.
Reported Earnings • Nov 30Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: UK£0.06 (down from UK£0.26 in 3Q 2022). Revenue: UK£283.9m (up 2.2% from 3Q 2022). Net income: UK£12.4m (down 79% from 3Q 2022). Profit margin: 4.4% (down from 21% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 7.8%. Earnings per share (EPS) also missed analyst estimates by 48%. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Oct 29Nasdaq Stockholm Approves Kindred Group's Request for Delisting of the SDRs from Nasdaq Stockholm, Last Day of Trading to Be on 11 November 2024Nasdaq Stockholm has approved Kindred Group plc's (‘Kindred’ or the ‘Company’) request for delisting of the Swedish Depository Receipts (the ‘SDRs’) in Kindred from Nasdaq Stockholm. The last day of trading in the SDRs will be on 11 November 2024. As previously announced, Kindred has applied for de-listing of the Company's SDRs from Nasdaq Stockholm. Nasdaq Stockholm has now approved the application and resolved that the last day of trading in the SDRs will be on 11 November 2024.
お知らせ • Oct 27Kindred Group Applies for Delisting of Swedish Depository Receipts from Nasdaq Stockholm Following La Française des Jeux's Public OfferLa Française des Jeux SA's (‘FDJ’) recommended public offer to the holders of Swedish Depository Receipts (the ‘SDRs’) in Kindred Group plc (‘Kindred’ or the ‘Company’) to tender all their SDRs in the Company at a price of SEK 130 in cash per SDR (the ‘Offer’) was declared unconditional on 3 October 2024. After the end of the extended acceptance period, FDJ controls in total approximately 98.60% of the outstanding SDRs in the Company. Against this background, the board of directors of Kindred has applied for delisting of the SDRs in Kindred from Nasdaq Stockholm. In order to provide the remaining holders of SDRs in the Company with the opportunity to accept the Offer, FDJ extended the acceptance period of the Offer until and including 18 October 2024. During the extended acceptance period, the Offer has been accepted by SDR holders with a total of 14,734,917 SDRs, corresponding to approximately 6.83% of the outstanding SDRs in the Company. After the end of the extended acceptance period, FDJ thus controls in total 212,794,208 SDRs, corresponding to approximately 98.60% of the outstanding SDRs in the Company. FDJ has on 23 October 2024 initiated squeeze-out proceedings of the SDRs in Kindred not held by FDJ, and requested that the board of directors of Kindred applies for delisting of the SDRs in the Company from Nasdaq Stockholm. In light of the above, the board of directors of Kindred has on October 24, 2024, in accordance with FDJ's request, applied for delisting of the SDRs in the Company from Nasdaq Stockholm. Kindred will announce the last day of trading as soon as Nasdaq Stockholm has confirmed the date to the Company.
お知らせ • Oct 22La Française des Jeux Intends Delisting of Kindred's SDRs from Nasdaq StockholmLa Française des Jeux (FDJ) announced that, following the extension until 18 October of its public tender offer for Kindred Group plc., 14,734,917 new Kindred Swedish Depositary Receipts (SDRs), representing 6.83% of the share capital, were tendered. Following the first settlement-delivery of the offer on 11 October 2024, FDJ already held 91.77% of Kindred's share capital. FDJ's shareholding in Kindred will therefore be 98.60% following settlement-delivery of the extended offer, expected to take place on 29 October 2024. As FDJ holds over 90% of Kindred's share capital, it intends to request the implementation of the squeeze-out procedure in accordance with Kindred's articles of association in order to acquire all the shares not tendered in the public offer and the delisting of Kindred's SDRs from Nasdaq Stockholm.
お知らせ • Oct 15Kindred Group plc Announces Changes in the Board of DirectorsKindred Group plc has received the resignations of the Chairman of the Board, Evert Carlsson, and the Directors James H. Gemmel, Cédric Boireau, Andrew McCue, Jonas Jansson and Kenneth Shea, which resignations have been rendered effective today, on 14 October 2024. Heidi Skogster and Martin Randel will remain directors until their term of office expiring on Kindred's next annual general meeting to be held in 2025. In accordance with article 77 of the Company's articles of association, with effect from 14 October 2024, the Board of Directors of Kindred has elected Pascal Chaffard, Edeline Minaire and Célia Vérot as new Directors upon proposal of La Française des Jeux, in replacement of the resigning Directors and in order to fill some of the casual vacancies arising as a result of the abovementioned resignations. The appointment of such Directors shall be for a term which shall expire at Kindred's next annual general meeting to be held in 2025. Pascal Chaffard has been elected as new Chairperson of the Board. Biographies of the new Directors are available below. Following these changes, the Board of Directors of Kindred will consist of Pascal Chaffard, Edeline Minaire, Célia Vérot, Heidi Skogster and Martin Randel. In addition, with effect from 14 October 2024, the Company's Audit Committee shall be composed of Heidi Skogster (Chairperson), Martin Randel and Edeline Minaire, while the Company's Remuneration Committee shall be composed of Pascal Chaffard (Chairperson), Martin Randel and Heidi Skogster. Pascal Chaffard Pascal Chaffard joined FDJ in 1994. He held the positions of Head of Strategy and Transformation (2010-2013), Product Marketing Director (2006-2009) and Financial Planning and Analysis Director (2001-2006). He is currently Executive Vice-President Finance, Performance and Strategy. Edeline Minaire Edeline Minaire is a Finance Director with extensive experience across major corporations. She has worked at Française des Jeux (FDJ) since 2016, serving as Finance Director from 2019, where she led key automation and digitalization projects. Prior roles at FDJ include Director of Accounting and Treasury. Before that, she held senior finance roles at Lafarge, playing a critical part in the LafargeHolcim merger. She began her career at Ernst & Young in audit and IFRS consulting. Célia Vérot Célia Vérot has been FDJ's Chief Regulation Officer since May 2024. Prior to this, she spent more than 10 years at the French Conseil d'Etat, where she held a number of jurisdictional positions. In the civil service, she was then Deputy Secretary General and Advisor at the French Prime Minister's Office. She also worked at the French multinational company Veolia Water as Vice President of Veolia Water Japan and at the Fondation du Patrimoine, a non-profit organization, as Chief Executive Officer during the last seven years.
お知らせ • Oct 10+ 1 more updateKindred Group plc(OM:KIND SDB) dropped from S&P Global BMI IndexKindred Group plc(OM:KIND SDB) dropped from S&P Global BMI Index
Reported Earnings • Jul 25Second quarter 2024 earnings released: EPS: UK£0.22 (vs UK£0.13 in 2Q 2023)Second quarter 2024 results: EPS: UK£0.22 (up from UK£0.13 in 2Q 2023). Revenue: UK£325.7m (up 6.0% from 2Q 2023). Net income: UK£46.2m (up 67% from 2Q 2023). Profit margin: 14% (up from 9.0% in 2Q 2023). Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: UK£0.15 (vs UK£0.12 in 1Q 2023)First quarter 2024 results: EPS: UK£0.15 (up from UK£0.12 in 1Q 2023). Revenue: UK£307.7m (flat on 1Q 2023). Net income: UK£31.4m (up 23% from 1Q 2023). Profit margin: 10% (up from 8.3% in 1Q 2023). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Reported Earnings • Mar 15Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: UK£0.22 (down from UK£0.55 in FY 2022). Revenue: UK£1.21b (up 13% from FY 2022). Net income: UK£46.5m (down 61% from FY 2022). Profit margin: 3.8% (down from 11% in FY 2022). Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 55%. Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Hospitality industry in Sweden. 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 5% per year, which means it has not declined as severely as earnings.
分析記事 • Feb 20We Think You Can Look Beyond Kindred Group's (STO:KIND SDB) Lackluster EarningsSoft earnings didn't appear to concern Kindred Group plc's ( STO:KIND SDB ) shareholders over the last week. We did...
Reported Earnings • Feb 08Full year 2023 earnings released: EPS: UK£0.22 (vs UK£0.55 in FY 2022)Full year 2023 results: EPS: UK£0.22 (down from UK£0.55 in FY 2022). Revenue: UK£1.21b (up 13% from FY 2022). Net income: UK£46.5m (down 61% from FY 2022). Profit margin: 3.8% (down from 11% in FY 2022). Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Hospitality industry in Sweden. 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 2% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 07Kindred Group Appoints Nils Andén as Permanent CEOKindred Group plc (Kindred) announced that Nils Andén has been appointed permanent CEO by the Board of Directors and enters the position with immediate effect. Nils Andén was appointed interim CEO in May 2023.
お知らせ • Jan 23FDJ Reportedly Nears Roughly $2.5 Billion Deal for Kindred GroupLa Française des Jeux Société anonyme (ENXTPA:FDJ) is in talks to acquire Kindred Group plc (OM:KIND SDB) for around $2.5 billion, according to people familiar with the matter, in a deal that would create one of Europe’s biggest online gambling companies. A deal could be announced as soon as January 22, 2024, assuming talks don’t break down, the people said. It would follow calls for the possible sale of the Stockholm-listed company by Corvex Management, a New York activist investor headed by Keith Meister.
Valuation Update With 7 Day Price Move • Jan 22Investor sentiment improves as stock rises 26%After last week's 26% share price gain to kr122, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Hospitality industry in Sweden. Total returns to shareholders of 31% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr124 per share.
New Risk • Dec 01New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 68% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: 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. Profit margins are more than 30% lower than last year (9.6% net profit margin).
Reported Earnings • Nov 30Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: UK£0.06 (down from UK£0.26 in 3Q 2022). Revenue: UK£283.9m (up 2.2% from 3Q 2022). Net income: UK£12.4m (down 79% from 3Q 2022). Profit margin: 4.4% (down from 21% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 7.8%. Earnings per share (EPS) also missed analyst estimates by 48%. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Nov 29Kindred Group plc, Annual General Meeting, Apr 26, 2024Kindred Group plc, Annual General Meeting, Apr 26, 2024.
分析記事 • Nov 06Is There Now An Opportunity In Kindred Group plc (STO:KIND SDB)?Kindred Group plc ( STO:KIND SDB ), is not the largest company out there, but it received a lot of attention from a...
Buying Opportunity • Oct 19Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 26%. The fair value is estimated to be kr116, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 21% in 2 years. Earnings is forecast to grow by 12% in the next 2 years.
Upcoming Dividend • Oct 16Upcoming dividend of UK£0.17 per share at 4.9% yieldEligible shareholders must have bought the stock before 23 October 2023. Payment date: 27 October 2023. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 4.9%. Lower than top quartile of Swedish dividend payers (5.6%). Higher than average of industry peers (2.5%).
お知らせ • Oct 13Kindred Group plc Announces Second Instalment of Dividend, Payable on 27 October 2023Kindred Group announced that the dividend of GBP 0.345 per share/SDR would be paid out in two equal instalments. The first payment was distributed on 27 April 2023. The following dates apply to the second instalment: Ex-dividend date is 23 October 2023, Record date is 24 October 2023 and Distribution by Euroclear Sweden AB on 27 October 2023.
お知らせ • Oct 12Kindred Group plc to Report Q3, 2023 Results on Nov 29, 2023Kindred Group plc announced that they will report Q3, 2023 results at 7:30 AM, Central European Standard Time on Nov 29, 2023
分析記事 • Oct 10Is Kindred Group (STO:KIND SDB) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
分析記事 • Sep 22Estimating The Fair Value Of Kindred Group plc (STO:KIND SDB)Key Insights Using the 2 Stage Free Cash Flow to Equity, Kindred Group fair value estimate is kr131 Kindred Group's...
分析記事 • Sep 04The Returns On Capital At Kindred Group (STO:KIND SDB) Don't Inspire ConfidenceThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
Reported Earnings • Jul 26Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: UK£0.13 (up from UK£0.026 in 2Q 2022). Revenue: UK£307.3m (up 29% from 2Q 2022). Net income: UK£27.7m (up 378% from 2Q 2022). Profit margin: 9.0% (up from 2.4% in 2Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.4%. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in Sweden. 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 25% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 15+ 3 more updatesKindred Group plc to Report Q1, 2024 Results on Apr 24, 2024Kindred Group plc announced that they will report Q1, 2024 results at 7:30 AM, Central European Standard Time on Apr 24, 2024
お知らせ • Jul 12Kindred Group plc Launches Proprietary Tech Platform in PennsylvaniaKindred Group plc announced that it expands its proprietary platform to Pennsylvania, providing customers with an enhanced experience, personalised content and products, as well as improved analytics. Customers in Pennsylvania were able to access Unibet Casino and Sportsbook apps on the Kindred platform from July 10, 2023.
分析記事 • Jul 11Kindred Group (STO:KIND SDB) Seems To Use Debt Quite SensiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
お知らせ • Jun 21+ 1 more updateKindred Group plc Announces Executive AppointmentsKindred Group plc announced executive appointments. The company announced that two additional interim appointments have been made to the Executive Team. Usha Ganesan will assume the role as Interim Chief Finance Operations Officer, and Neil Banbury will assume the role as Interim Chief Commercial & Marketing Officer. All appointments will remain as interim until the strategic review is concluded.
分析記事 • Jun 13Is There Now An Opportunity In Kindred Group plc (STO:KIND SDB)?Kindred Group plc ( STO:KIND SDB ), is not the largest company out there, but it saw a decent share price growth in the...
分析記事 • Jun 01Estimating The Intrinsic Value Of Kindred Group plc (STO:KIND SDB)Key Insights Using the 2 Stage Free Cash Flow to Equity, Kindred Group fair value estimate is kr116 Kindred Group's...
お知らせ • May 18Kindred Group plc Announces Executive ChangesKindred Group plc announced that its Board of Directors has received the resignation of CEO Henrik Tjärnström, effective immediately. The Board of Directors has appointed Nils Andén as interim CEO, also effective immediately. Nils Andén joined Kindred Group in 2020 as Chief Commercial Officer for Scandinavia, East and South Europe and North America. He has worked at Kindred in the past, holding a number of positions between 2006 and 2016 as Head of Poker and Head of Established Markets before spending the final four years as Chief Marketing Officer for the Unibet brand. Nils has also held positions as Chief Marketing Officer at CurrencyFair and as Director of Digital Marketing at GVC Group (now Entain Group). He is also a member of the Board of EasyPark Group.
お知らせ • May 16Kindred Group plc Announces Resignation of Johan Wilsby as Chief Financial OfficerKindred Group plc (Kindred) announces that Johan Wilsby, Chief Financial Officer at Kindred since September 2020, will leave his position later this year. The process of appointing a successor has started. Johan Wilsby will leave Kindred during the autumn of 2023.
お知らせ • May 11Kindred Group plc Announces Launch in New JerseyKindred Group plc (Kindred) is now live in the US with the Kindred Platform. As previously communicated, Kindred received the final approval for its proprietary gaming platform from the New Jersey regulatory, the Division of Gaming Enforcement (NJDGE), earlier this year. The platform will provide an enhanced customer experience with customisable and personalised content and products, as well as improved analytics and flexibility.
Board Change • Apr 27High number of new and inexperienced directorsThere are 3 new directors who have joined the board in the last 3 years. The company's board is composed of: 3 new directors. No experienced directors. No highly experienced directors. Independent Non-Executive Director Heidi Skogster is the most experienced director on the board, commencing their role in 2021. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Apr 26Investor sentiment improves as stock rises 15%After last week's 15% share price gain to kr127, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 16x in the Hospitality industry in Sweden. Total returns to shareholders of 195% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr111 per share.
Upcoming Dividend • Apr 14Upcoming dividend of UK£0.17 per share at 4.1% yieldEligible shareholders must have bought the stock before 21 April 2023. Payment date: 27 April 2023. Payout ratio is a comfortable 63% and the cash payout ratio is 81%. Trailing yield: 4.1%. Lower than top quartile of Swedish dividend payers (4.9%). Higher than average of industry peers (2.0%).
分析記事 • Apr 07Some Investors May Be Worried About Kindred Group's (STO:KIND SDB) Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
Reported Earnings • Mar 17Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: UK£0.55 (down from UK£1.31 in FY 2021). Revenue: UK£1.07b (down 15% from FY 2021). Net income: UK£119.9m (down 59% from FY 2021). Profit margin: 11% (down from 23% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 33%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Hospitality industry in Sweden. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 64% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Feb 28Kindred Group (STO:KIND SDB) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Feb 09Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: UK£0.54 (down from UK£1.31 in FY 2021). Revenue: UK£1.07b (down 15% from FY 2021). Net income: UK£119.9m (down 59% from FY 2021). Profit margin: 11% (down from 23% in FY 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 33%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Hospitality industry in Sweden. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 26% per year.
分析記事 • Jan 28Calculating The Fair Value Of Kindred Group plc (STO:KIND SDB)Key Insights Kindred Group's estimated fair value is UK£109 based on 2 Stage Free Cash Flow to Equity Current share...
Valuation Update With 7 Day Price Move • Jan 16Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to kr96.02, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Hospitality industry in Sweden. Total returns to shareholders of 109% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr109 per share.
分析記事 • Jan 16Should You Think About Buying Kindred Group plc (STO:KIND SDB) Now?While Kindred Group plc ( STO:KIND SDB ) might not be the most widely known stock at the moment, it saw a decent share...
分析記事 • Jan 04Here's What's Concerning About Kindred Group's (STO:KIND SDB) Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
お知らせ • Dec 02Kindred Group plc to Report Q4, 2023 Results on Feb 07, 2024Kindred Group plc announced that they will report Q4, 2023 results on Feb 07, 2024
分析記事 • Nov 29We Think Kindred Group (STO:KIND SDB) Can Stay On Top Of Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Buying Opportunity • Nov 21Now 21% undervaluedOver the last 90 days, the stock is up 10.0%. The fair value is estimated to be kr128, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 38%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 24% per annum over the same time period.
Upcoming Dividend • Nov 07Upcoming dividend of UK£0.17 per shareEligible shareholders must have bought the stock before 14 November 2022. Payment date: 18 November 2022. Payout ratio is a comfortable 51% but the company is paying out more than the cash it is generating. Trailing yield: 4.2%. Lower than top quartile of Swedish dividend payers (5.7%). Higher than average of industry peers (2.0%).
Major Estimate Revision • Nov 03Consensus EPS estimates increase by 51%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from UK£1.08b to UK£1.09b. EPS estimate increased from UK£0.28 to UK£0.42 per share. Net income forecast to shrink 13% next year vs 20% growth forecast for Hospitality industry in Sweden . Consensus price target broadly unchanged at kr109. Share price rose 7.3% to kr101 over the past week.
Reported Earnings • Oct 27Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: UK£0.26 (down from UK£0.27 in 3Q 2021). Revenue: UK£277.8m (down 6.9% from 3Q 2021). Net income: UK£57.9m (down 4.5% from 3Q 2021). Profit margin: 21% (in line with 3Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 171%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Hospitality industry in Sweden. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
分析記事 • Oct 27Kindred Group plc (STO:KIND SDB) Shares Could Be 26% Below Their Intrinsic Value EstimateToday we'll do a simple run through of a valuation method used to estimate the attractiveness of Kindred Group plc...
分析記事 • Oct 15When Should You Buy Kindred Group plc (STO:KIND SDB)?Kindred Group plc ( STO:KIND SDB ), might not be a large cap stock, but it saw a double-digit share price rise of over...
お知らせ • Sep 24+ 1 more updateKindred Group plc to Report Q2, 2023 Results on Jul 25, 2023Kindred Group plc announced that they will report Q2, 2023 results at 7:30 AM, Central European Standard Time on Jul 25, 2023
分析記事 • Aug 18Is Kindred Group (STO:KIND SDB) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Aug 04Investors Shouldn't Overlook The Favourable Returns On Capital At Kindred Group (STO:KIND SDB)What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
Major Estimate Revision • Jul 25Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from UK£1.10b to UK£1.09b. EPS estimate also fell from UK£0.33 per share to UK£0.30 per share. Net income forecast to shrink 60% next year vs 4.8% decline forecast for Hospitality industry in Sweden. Consensus price target broadly unchanged at kr117. Share price rose 6.5% to kr84.74 over the past week.
お知らせ • Feb 10Kindred Group plc to Report Fiscal Year 2022 Results on Feb 08, 2023Kindred Group plc announced that they will report fiscal year 2022 results on Feb 08, 2023