Bokusgruppen（BOKUS）株式概要Bokusgruppen AB（publ）はスウェーデンで書籍小売業を営んでいる。 詳細BOKUS 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3/6過去の実績5/6財務の健全性4/6配当金4/6報酬当社が推定した公正価値より44.1%で取引されている 収益は年間9.22%増加すると予測されています 過去1年間で収益は69.7%増加しました リスク分析リスクチェックの結果、BOKUS 、リスクは検出されなかった。すべてのリスクチェックを見るBOKUS Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW483,421 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 NarrativeBLINRODA483,421 investors already sharing narrativesYour Fair ValueSEK Current PriceSEK 67.0012.1% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture03b2016201920222025202620282031Revenue SEK 2.8bEarnings SEK 112.9mAdvancedSet Fair ValueView all narrativesBokusgruppen AB (publ) 競合他社WS WeSports GroupSymbol: OM:WSGMarket cap: SEK 1.7bMeds ApotekSymbol: OM:MEDSMarket cap: SEK 501.4mVuxen GroupSymbol: OM:VUXENMarket cap: SEK 324.8mFenix Outdoor InternationalSymbol: OM:FOI BMarket cap: SEK 4.9b価格と性能株価の高値、安値、推移の概要Bokusgruppen過去の株価現在の株価SEK 67.0052週高値SEK 88.0052週安値SEK 61.00ベータ-0.0211ヶ月の変化-2.90%3ヶ月変化-7.20%1年変化-7.71%3年間の変化114.74%5年間の変化66.25%IPOからの変化62.62%最新ニュースNew Risk • Jul 20New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: kr789.2m (US$81.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.Reported Earnings • Jul 19Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: kr1.62 loss per share (further deteriorated from kr1.38 loss in 2Q 2025). Revenue: kr416.9m (up 2.2% from 2Q 2025). Net loss: kr26.3m (loss widened 18% from 2Q 2025). Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) missed analyst estimates by 35%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Specialty Retail industry in Sweden. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.Declared Dividend • May 22Dividend of kr2.00 announcedShareholders will receive a dividend of kr2.00. Ex-date: 17th November 2026 Payment date: 23rd November 2026 Dividend yield will be 6.0%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is covered by both earnings (72% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 7.5% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • May 08Upcoming dividend of kr2.00 per shareEligible shareholders must have bought the stock before 15 May 2026. Payment date: 21 May 2026. Payout ratio is a comfortable 72% and this is well supported by cash flows. Trailing yield: 5.6%. Within top quartile of Swedish dividend payers (4.2%). Higher than average of industry peers (3.9%).分析記事 • May 06Statutory Profit Doesn't Reflect How Good Bokusgruppen's (STO:BOKUS) Earnings AreEven though Bokusgruppen AB (publ)'s ( STO:BOKUS ) recent earnings release was robust, the market didn't seem to...Declared Dividend • Feb 19Final dividend of kr2.00 announcedShareholders will receive a dividend of kr2.00. Ex-date: 8th May 2026 Payment date: 15th May 2026 Dividend yield will be 5.2%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is not adequately covered by earnings (91% earnings payout ratio). However, it is well covered by cash flows (26% cash payout ratio). The dividend has increased by an average of 4.7% per year over the past 4 years and payments have been stable during that time. Earnings per share is expected to grow by 19% over the next 3 years, which should maintain adequate earnings cover for the dividend.最新情報をもっと見るRecent updatesNew Risk • Jul 20New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: kr789.2m (US$81.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.Reported Earnings • Jul 19Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: kr1.62 loss per share (further deteriorated from kr1.38 loss in 2Q 2025). Revenue: kr416.9m (up 2.2% from 2Q 2025). Net loss: kr26.3m (loss widened 18% from 2Q 2025). Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) missed analyst estimates by 35%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Specialty Retail industry in Sweden. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.Declared Dividend • May 22Dividend of kr2.00 announcedShareholders will receive a dividend of kr2.00. Ex-date: 17th November 2026 Payment date: 23rd November 2026 Dividend yield will be 6.0%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is covered by both earnings (72% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 7.5% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • May 08Upcoming dividend of kr2.00 per shareEligible shareholders must have bought the stock before 15 May 2026. Payment date: 21 May 2026. Payout ratio is a comfortable 72% and this is well supported by cash flows. Trailing yield: 5.6%. Within top quartile of Swedish dividend payers (4.2%). Higher than average of industry peers (3.9%).分析記事 • May 06Statutory Profit Doesn't Reflect How Good Bokusgruppen's (STO:BOKUS) Earnings AreEven though Bokusgruppen AB (publ)'s ( STO:BOKUS ) recent earnings release was robust, the market didn't seem to...Declared Dividend • Feb 19Final dividend of kr2.00 announcedShareholders will receive a dividend of kr2.00. Ex-date: 8th May 2026 Payment date: 15th May 2026 Dividend yield will be 5.2%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is not adequately covered by earnings (91% earnings payout ratio). However, it is well covered by cash flows (26% cash payout ratio). The dividend has increased by an average of 4.7% per year over the past 4 years and payments have been stable during that time. Earnings per share is expected to grow by 19% over the next 3 years, which should maintain adequate earnings cover for the dividend.Reported Earnings • Feb 19Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: kr5.46 (up from kr2.59 in FY 2024). Revenue: kr2.15b (up 8.3% from FY 2024). Net income: kr88.1m (up 110% from FY 2024). Profit margin: 4.1% (up from 2.1% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 15%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Specialty Retail industry in Sweden. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Nov 11Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to kr72.60, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 19x in the Specialty Retail industry in Sweden. Total returns to shareholders of 130% over the past three years.分析記事 • Nov 01Bokusgruppen's (STO:BOKUS) Performance Is Even Better Than Its Earnings SuggestBokusgruppen AB (publ) ( STO:BOKUS ) recently posted some strong earnings, and the market responded positively. Our...Buy Or Sell Opportunity • Oct 31Now 20% undervaluedOver the last 90 days, the stock has risen 18% to kr86.00. The fair value is estimated to be kr108, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years. Earnings per share has grown by 19%. Revenue is forecast to grow by 8.4% in 2 years. Earnings are forecast to grow by 39% in the next 2 years.分析記事 • Oct 31Bokusgruppen AB (publ)'s (STO:BOKUS) P/E Is Still On The Mark Following 26% Share Price BounceBokusgruppen AB (publ) ( STO:BOKUS ) shareholders would be excited to see that the share price has had a great month...分析記事 • Oct 28Bokusgruppen AB (publ) Beat Analyst Estimates: See What The Consensus Is Forecasting For Next YearInvestors in Bokusgruppen AB (publ) ( STO:BOKUS ) had a good week, as its shares rose 8.8% to close at kr84.00...Reported Earnings • Oct 24Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: kr0.84 (up from kr0.012 in 3Q 2024). Revenue: kr480.1m (up 6.0% from 3Q 2024). Net income: kr13.6m (up kr13.4m from 3Q 2024). Profit margin: 2.8% (up from 0% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) exceeded analyst estimates by 107%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Specialty Retail industry in Sweden. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 24Bokusgruppen AB (publ), Annual General Meeting, May 07, 2026Bokusgruppen AB (publ), Annual General Meeting, May 07, 2026.分析記事 • Oct 17Bokusgruppen (STO:BOKUS) Has A Pretty Healthy Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Buy Or Sell Opportunity • Oct 14Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 5.7% to kr70.20. The fair value is estimated to be kr58.27, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.5% in 2 years. Earnings are forecast to grow by 56% in the next 2 years.Buy Or Sell Opportunity • Sep 16Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 28% to kr70.20. The fair value is estimated to be kr58.16, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.5% in 2 years. Earnings are forecast to grow by 56% in the next 2 years.Valuation Update With 7 Day Price Move • Sep 12Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to kr71.40, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 20x in the Specialty Retail industry in Sweden. Total returns to shareholders of 119% over the past three years.分析記事 • Sep 05Returns Are Gaining Momentum At Bokusgruppen (STO:BOKUS)What are the early trends we should look for to identify a stock that could multiply in value over the long term...Buy Or Sell Opportunity • Aug 13Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 43% to kr73.40. The fair value is estimated to be kr59.03, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.5% in 2 years. Earnings are forecast to grow by 56% in the next 2 years.分析記事 • Jul 24Earnings Tell The Story For Bokusgruppen AB (publ) (STO:BOKUS) As Its Stock Soars 29%Bokusgruppen AB (publ) ( STO:BOKUS ) shares have continued their recent momentum with a 29% gain in the last month...分析記事 • Jul 18Bokusgruppen AB (publ) (STO:BOKUS) Analysts Are Pretty Bullish On The Stock After Recent ResultsBokusgruppen AB (publ) ( STO:BOKUS ) just released its latest quarterly results and things are looking bullish...Buy Or Sell Opportunity • Jul 17Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 36% to kr70.80. The fair value is estimated to be kr56.42, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.5% in 2 years. Earnings are forecast to grow by 56% in the next 2 years.Reported Earnings • Jul 16Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: kr1.38 loss per share (improved from kr1.95 loss in 2Q 2024). Revenue: kr407.8m (up 16% from 2Q 2024). Net loss: kr22.3m (loss narrowed 29% from 2Q 2024). Revenue exceeded analyst estimates by 7.6%. Earnings per share (EPS) also surpassed analyst estimates by 40%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Specialty Retail industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.Price Target Changed • Jul 11Price target increased by 10% to kr60.00Up from kr54.50, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of kr61.20. Stock is up 27% over the past year. The company is forecast to post earnings per share of kr3.18 for next year compared to kr2.59 last year.分析記事 • Jul 10Is Bokusgruppen (STO:BOKUS) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Declared Dividend • May 15Dividend of kr1.80 announcedShareholders will receive a dividend of kr1.80. Ex-date: 6th November 2025 Payment date: 12th November 2025 Dividend yield will be 7.0%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is not covered by earnings (140% earnings payout ratio). However, it is well covered by cash flows (26% cash payout ratio). The dividend has increased by an average of 6.3% per year over the past 3 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 55% to bring the payout ratio under control. EPS is expected to grow by 69% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Buy Or Sell Opportunity • May 08Now 20% undervaluedOver the last 90 days, the stock has risen 7.0% to kr50.20. The fair value is estimated to be kr62.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years. Earnings per share has declined by 11%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 51% in the next 2 years.お知らせ • May 07Bokusgruppen AB (Publ) Approves Dividend, Payable on 14 May 2025 and 12 November 2025Bokusgruppen AB (publ) in its Annual General Meeting held on May 7, 2025 resolved on a dividend of SEK 3.60 per share, which will be paid in two parts of SEK 1.80 per share at each time. The record date for the first part of the dividend will be on 9 May 2025 and payment of the first part of the dividend is expected to take place on 14 May 2025. The record date for the second part of the dividend will be 7 November 2025 and payment of the second part of the dividend is expected to take place on 12 November 2025.分析記事 • May 06Bokusgruppen (STO:BOKUS) Has Announced That It Will Be Increasing Its Dividend To SEK1.80Bokusgruppen AB (publ) ( STO:BOKUS ) will increase its dividend from last year's comparable payment on the 14th of May...分析記事 • May 02Bokusgruppen's (STO:BOKUS) Soft Earnings Are Actually Better Than They AppearSoft earnings didn't appear to concern Bokusgruppen AB (publ)'s ( STO:BOKUS ) shareholders over the last week. We did...Upcoming Dividend • May 01Upcoming dividend of kr1.80 per shareEligible shareholders must have bought the stock before 08 May 2025. Payment date: 14 May 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.8%. Within top quartile of Swedish dividend payers (4.0%). Higher than average of industry peers (4.5%).Reported Earnings • Apr 27First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: kr0.23 loss per share (further deteriorated from kr0.22 loss in 1Q 2024). Revenue: kr506.3m (up 9.0% from 1Q 2024). Net loss: kr3.80m (loss widened 8.6% from 1Q 2024). Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) exceeded analyst estimates by 23%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Specialty Retail industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.分析記事 • Apr 04Bokusgruppen's (STO:BOKUS) Dividend Will Be Increased To SEK1.80Bokusgruppen AB (publ)'s ( STO:BOKUS ) dividend will be increasing from last year's payment of the same period to...Declared Dividend • Apr 03Final dividend of kr1.80 announcedShareholders will receive a dividend of kr1.80. Ex-date: 8th May 2025 Payment date: 14th May 2025 Dividend yield will be 6.7%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is not covered by earnings (139% earnings payout ratio). However, it is well covered by cash flows (27% cash payout ratio). The dividend has increased by an average of 6.3% per year over the past 3 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 54% to bring the payout ratio under control. EPS is expected to grow by 61% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.分析記事 • Feb 22Analysts Have Been Trimming Their Bokusgruppen AB (publ) (STO:BOKUS) Price Target After Its Latest ReportLast week saw the newest annual earnings release from Bokusgruppen AB (publ) ( STO:BOKUS ), an important milestone in...Reported Earnings • Feb 19Full year 2024 earnings released: EPS: kr25.94 (vs kr2.51 in FY 2023)Full year 2024 results: EPS: kr25.94 (up from kr2.51 in FY 2023). Revenue: kr19.9b (up kr18.0b from FY 2023). Net income: kr419.0m (up kr378.4m from FY 2023). Profit margin: 2.1% (in line with FY 2023). Revenue is expected to decline by 91% p.a. on average during the next 3 years, while revenues in the Specialty Retail industry in Sweden are expected to grow by 4.4%. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.分析記事 • Nov 06Bokusgruppen (STO:BOKUS) Is Due To Pay A Dividend Of SEK1.65Bokusgruppen AB (publ) ( STO:BOKUS ) will pay a dividend of SEK1.65 on the 13th of November. This will take the annual...お知らせ • Nov 06Bokusgruppen AB (publ), Annual General Meeting, May 07, 2025Bokusgruppen AB (publ), Annual General Meeting, May 07, 2025.Upcoming Dividend • Nov 01Upcoming dividend of kr1.65 per shareEligible shareholders must have bought the stock before 07 November 2024. Payment date: 13 November 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.2%. Within top quartile of Swedish dividend payers (4.5%). Higher than average of industry peers (4.0%).分析記事 • Oct 31Bokusgruppen's (STO:BOKUS) Strong Earnings Are Of Good QualityThe subdued stock price reaction suggests that Bokusgruppen AB (publ)'s ( STO:BOKUS ) strong earnings didn't offer any...お知らせ • Oct 30+ 4 more updatesBokusgruppen AB (publ) to Report Q2, 2025 Results on Jul 15, 2025Bokusgruppen AB (publ) announced that they will report Q2, 2025 results on Jul 15, 2025Major Estimate Revision • Oct 30Consensus EPS estimates fall by 25%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from kr3.49 to kr2.62 per share. Revenue forecast steady at kr1.97b. Net income forecast to grow 17% next year vs 33% growth forecast for Specialty Retail industry in Sweden. Consensus price target of kr54.00 unchanged from last update. Share price rose 6.0% to kr53.00 over the past week.Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: kr0.012 (vs kr0.35 in 3Q 2023)Third quarter 2024 results: EPS: kr0.012 (down from kr0.35 in 3Q 2023). Revenue: kr452.8m (up 8.8% from 3Q 2023). Net income: kr200.0k (down 97% from 3Q 2023). Profit margin: 0% (down from 1.4% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Specialty Retail industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.分析記事 • Aug 19Bokusgruppen's (STO:BOKUS) Dividend Will Be SEK1.65Bokusgruppen AB (publ) ( STO:BOKUS ) has announced that it will pay a dividend of SEK1.65 per share on the 13th of...分析記事 • Jul 23Bokusgruppen (STO:BOKUS) Is Due To Pay A Dividend Of SEK1.65Bokusgruppen AB (publ) ( STO:BOKUS ) has announced that it will pay a dividend of SEK1.65 per share on the 13th of...Reported Earnings • Jul 17Second quarter 2024 earnings released: kr1.95 loss per share (vs kr1.94 loss in 2Q 2023)Second quarter 2024 results: kr1.95 loss per share (further deteriorated from kr1.94 loss in 2Q 2023). Revenue: kr350.3m (up 2.4% from 2Q 2023). Net loss: kr31.5m (flat on 2Q 2023). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Specialty Retail industry in Sweden. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 4% per year.分析記事 • Jun 19Bokusgruppen (STO:BOKUS) Is Due To Pay A Dividend Of SEK1.65The board of Bokusgruppen AB (publ) ( STO:BOKUS ) has announced that it will pay a dividend of SEK1.65 per share on the...分析記事 • Jun 11Bokusgruppen AB (publ)'s (STO:BOKUS) Prospects Need A Boost To Lift SharesWhen close to half the companies in Sweden have price-to-earnings ratios (or "P/E's") above 24x, you may consider...分析記事 • May 10Bokusgruppen's (STO:BOKUS) Dividend Will Be SEK1.65The board of Bokusgruppen AB (publ) ( STO:BOKUS ) has announced that it will pay a dividend of SEK1.65 per share on the...Declared Dividend • May 09Dividend of kr1.65 announcedShareholders will receive a dividend of kr1.65. Ex-date: 7th November 2024 Payment date: 13th November 2024 Dividend yield will be 6.6%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is not covered by earnings (116% earnings payout ratio). However, it is well covered by cash flows (23% cash payout ratio). The dividend has increased by an average of 4.9% per year over the past 2 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 29% to bring the payout ratio under control. EPS is expected to grow by 57% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • May 08+ 1 more updateBokusgruppen AB (Publ) Approves Dividend, Payable on 15 May 2024 and on 13 November 2024, RespectivelyBokusgruppen AB (publ) at its annual general meeting held on 7 May 2024, resolved on a dividend of SEK 3.30 per share, which will be paid in two parts of SEK 1.65 per share at each time. The record date for the first part of the dividend will be on 10 May 2024 and payment of the first part of the dividends is expected to take place on 15 May 2024. The record date for the second part of the dividend will be 8 November 2024 and payment of the second part of the dividends is expected to take place on 13 November 2024.Upcoming Dividend • May 01Upcoming dividend of kr1.65 per shareEligible shareholders must have bought the stock before 08 May 2024. Payment date: 15 May 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 7.0%. Within top quartile of Swedish dividend payers (4.3%). Higher than average of industry peers (3.5%).分析記事 • Apr 26Bokusgruppen (STO:BOKUS) Is Paying Out A Larger Dividend Than Last YearThe board of Bokusgruppen AB (publ) ( STO:BOKUS ) has announced that it will be paying its dividend of SEK1.65 on the...Reported Earnings • Apr 24First quarter 2024 earnings released: kr0.22 loss per share (vs kr0.55 loss in 1Q 2023)First quarter 2024 results: kr0.22 loss per share (improved from kr0.55 loss in 1Q 2023). Revenue: kr464.4m (up 3.9% from 1Q 2023). Net loss: kr3.50m (loss narrowed 60% from 1Q 2023). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Specialty Retail industry in Sweden.分析記事 • Mar 27Bokusgruppen (STO:BOKUS) Is Paying Out A Larger Dividend Than Last YearBokusgruppen AB (publ) ( STO:BOKUS ) will increase its dividend on the 15th of May to SEK1.65, which is 10.0% higher...お知らせ • Mar 26Bokusgruppen AB (Publ) Proposes Dividend for 2023, Payable on 15 May 2024 and November 13, 2024The board of directors of Bokusgruppen AB (publ) proposes to its general meeting to be held on 7 May 2024 a dividend to the shareholders of SEK 3.30 per share, corresponding to a total amount of SEK 53,299,045.80, which will be paid in two parts of SEK 1.65 per share at each time. It is proposed that the record date at Euroclear Sweden AB for the first part of the dividend shall be on 10 May 2024. If the general meeting resolves in accordance with the board of director's proposal, payment of the first part of the dividends is expected to take place on 15 May 2024, and the last day of trading in the share with a right to the first part of the dividends will be 7 May 2024. The first day of trading in the share without right to the first part of the dividends will be 8 May 2024. It is proposed that the record date at Euroclear Sweden AB for the second part of the dividend shall be on 8 November 2024. If the general meeting resolves in accordance with the board of directors' proposal, payment of the second part of the dividends is expected to take place on 13 November 2024, and the last day of trading in the share with a right to the second part of the dividends will be 6 November 2024. First day of trading in the share without right to the second part of the dividends will be 7 November 2024.Recent Insider Transactions • Mar 25Independent Director recently bought kr379k worth of stockOn the 22nd of March, Mattias Björk bought around 9k shares on-market at roughly kr43.66 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr3.5m more in shares than they have sold in the last 12 months.分析記事 • Mar 21Bokusgruppen (STO:BOKUS) Is Doing The Right Things To Multiply Its Share PriceTo find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...分析記事 • Feb 22Shareholders Will Be Pleased With The Quality of Bokusgruppen's (STO:BOKUS) EarningsWhen companies post strong earnings, the stock generally performs well, just like Bokusgruppen AB (publ)'s ( STO:BOKUS...Declared Dividend • Feb 21Final dividend of kr1.65 announcedShareholders will receive a dividend of kr1.65. Ex-date: 8th May 2024 Payment date: 15th May 2024 Dividend yield will be 8.2%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is not covered by earnings (385% earnings payout ratio). However, it is well covered by cash flows (22% cash payout ratio). The dividend has not increased over the past 2 years but payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 327% to bring the payout ratio under control, which is more than the 51% EPS growth achieved over the last 5 years.Reported Earnings • Feb 18Full year 2023 earnings released: EPS: kr2.51 (vs kr1.85 in FY 2022)Full year 2023 results: EPS: kr2.51 (up from kr1.85 in FY 2022). Revenue: kr1.87b (up 2.7% from FY 2022). Net income: kr40.6m (up 36% from FY 2022). Profit margin: 2.2% (up from 1.6% in FY 2022). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to kr38.50, the stock trades at a trailing P/E ratio of 49.4x. Average trailing P/E is 26x in the Specialty Retail industry in Sweden. Total returns to shareholders of 15% over the past year.分析記事 • Feb 16What You Can Learn From Bokusgruppen AB (publ)'s (STO:BOKUS) P/SWith a median price-to-sales (or "P/S") ratio of close to 0.5x in the Specialty Retail industry in Sweden, you could be...New Risk • Jan 31New major risk - Revenue and earnings growthRevenue has declined by 1.1% over the past year. 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 revenues are declining, then it is difficult for the company to prevent its earnings from declining as well. A trend of falling revenue can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 Risk Revenue has declined by 1.1% over the past year. Minor Risks Dividend is not well covered by earnings (385% payout ratio). Profit margins are more than 30% lower than last year (0.7% net profit margin). Market cap is less than US$100m (kr560.4m market cap, or US$53.9m).Buy Or Sell Opportunity • Jan 30Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to kr34.80. The fair value is estimated to be kr28.76, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 308% in the next 2 years.Recent Insider Transactions • Nov 24Independent Director recently bought kr494k worth of stockOn the 20th of November, Mattias Björk bought around 16k shares on-market at roughly kr31.74 per share. This transaction amounted to 1.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr4.4m more in shares than they have sold in the last 12 months.お知らせ • Nov 07+ 1 more updateBokusgruppen AB (publ), Annual General Meeting, May 07, 2024Bokusgruppen AB (publ), Annual General Meeting, May 07, 2024.Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: kr0.35 (vs kr0.037 in 3Q 2022)Third quarter 2023 results: EPS: kr0.35 (up from kr0.037 in 3Q 2022). Revenue: kr416.1m (down 1.2% from 3Q 2022). Net income: kr5.70m (up kr5.10m from 3Q 2022). Profit margin: 1.4% (up from 0.1% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Specialty Retail industry in Sweden.Upcoming Dividend • Nov 02Upcoming dividend of kr1.50 per share at 10.0% yieldEligible shareholders must have bought the stock before 09 November 2023. Payment date: 15 November 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 10.0%. Within top quartile of Swedish dividend payers (5.5%). Higher than average of industry peers (4.2%).分析記事 • Sep 29Bokusgruppen (STO:BOKUS) Is Paying Out A Dividend Of SEK1.50Bokusgruppen AB (publ) ( STO:BOKUS ) will pay a dividend of SEK1.50 on the 15th of November. This means the annual...Recent Insider Transactions • Sep 17Independent Director recently bought kr332k worth of stockOn the 13th of September, Mattias Björk bought around 11k shares on-market at roughly kr29.68 per share. This transaction amounted to 1.1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr3.9m more in shares than they have sold in the last 12 months.分析記事 • Sep 15Bokusgruppen (STO:BOKUS) Is Paying Out A Dividend Of SEK1.50The board of Bokusgruppen AB (publ) ( STO:BOKUS ) has announced that it will pay a dividend on the 15th of November...分析記事 • Aug 28Bokusgruppen (STO:BOKUS) Will Pay A Dividend Of SEK1.50Bokusgruppen AB (publ) ( STO:BOKUS ) will pay a dividend of SEK1.50 on the 15th of November. The dividend yield will be...分析記事 • Jul 26Bokusgruppen (STO:BOKUS) Is Due To Pay A Dividend Of SEK1.50The board of Bokusgruppen AB (publ) ( STO:BOKUS ) has announced that it will pay a dividend of SEK1.50 per share on the...New Risk • Jul 16New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% 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 Dividend is not well covered by earnings (dividend per share is over 6x earnings per share). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.4% net profit margin). Market cap is less than US$100m (kr507.1m market cap, or US$49.5m).Reported Earnings • Jul 14Second quarter 2023 earnings released: kr1.94 loss per share (vs kr0.46 loss in 2Q 2022)Second quarter 2023 results: kr1.94 loss per share (further deteriorated from kr0.46 loss in 2Q 2022). Revenue: kr342.1m (flat on 2Q 2022). Net loss: kr31.4m (loss widened 324% from 2Q 2022). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Specialty Retail industry in Sweden.Board Change • Jun 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Independent Chairman Mårten Andersson is the most experienced director on the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Recent Insider Transactions • May 19Director recently bought kr2.3m worth of stockOn the 16th of May, Mattias Björk bought around 66k shares on-market at roughly kr34.14 per share. This transaction amounted to 7.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr5.5m more in shares than they have sold in the last 12 months.分析記事 • May 11Bokusgruppen (STO:BOKUS) Is Paying Out A Dividend Of SEK1.50Bokusgruppen AB (publ)'s ( STO:BOKUS ) investors are due to receive a payment of SEK1.50 per share on 15th of November...お知らせ • May 09+ 1 more updateBokusgruppen AB (publ) Approves Dividend for 2022, Payable on 10 May 2023 and 15 November 2023Bokusgruppen AB (publ) announced that at the annual general meeting held on 8 May 2023, the annual general meeting resolved on a dividend of SEK 3.00 per share, which will be paid in two parts of SEK 1.50 per share at each time. The record date for the first part of the dividend will be on 10 May 2023 and payment of the first part of the dividends is expected to take place on 15 May 2023. The record date for the second part of the dividend will be 10 November 2023 and payment of the second part of the dividends is expected to take place on 15 November 2023.Upcoming Dividend • May 02Upcoming dividend of kr1.50 per share at 8.2% yieldEligible shareholders must have bought the stock before 09 May 2023. Payment date: 15 May 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 8.2%. Within top quartile of Swedish dividend payers (5.1%). Higher than average of industry peers (4.4%).Reported Earnings • Apr 28First quarter 2023 earnings released: kr0.55 loss per share (vs kr0.66 loss in 1Q 2022)First quarter 2023 results: kr0.55 loss per share (improved from kr0.66 loss in 1Q 2022). Revenue: kr446.9m (up 1.4% from 1Q 2022). Net loss: kr8.80m (loss narrowed 17% from 1Q 2022). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Specialty Retail industry in Sweden.Recent Insider Transactions • Mar 16Director recently bought kr179k worth of stockOn the 14th of March, Mattias Björk bought around 5k shares on-market at roughly kr35.88 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth kr1.2m. Insiders have collectively bought kr3.3m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Feb 22Director recently bought kr1.2m worth of stockOn the 17th of February, Mattias Björk bought around 32k shares on-market at roughly kr36.54 per share. This transaction amounted to 3.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr3.1m more in shares than they have sold in the last 12 months.Reported Earnings • Feb 19Full year 2022 earnings released: EPS: kr1.85 (vs kr3.31 in FY 2021)Full year 2022 results: EPS: kr1.85 (down from kr3.31 in FY 2021). Revenue: kr1.82b (down 2.4% from FY 2021). Net income: kr29.8m (down 41% from FY 2021). Profit margin: 1.6% (down from 2.7% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Specialty Retail industry in Sweden.Price Target Changed • Nov 16Price target decreased to kr56.00Down from kr72.50, the current price target is provided by 1 analyst. New target price is 45% above last closing price of kr38.65. Stock is down 3.4% over the past year. The company is forecast to post earnings per share of kr3.48 for next year compared to kr3.31 last year.お知らせ • Nov 08+ 1 more updateBokusgruppen AB (Publ) Announces Nomination Committee for the Annual General Meeting 2023Bokusgruppen's AB (publ) Nomination Committee for the Annual General Meeting 2023 has been appointed in accordance with the instructions adopted by Bokusgruppen's AGM on May 12, 2022. There have been no changes in the proposal of members. The Nomination Committee hence consists of the following members: Carin Wahlén (Nomination Committee Chair) representing Patrik Wahlén, Jannis Kitsakis representing Fjärde AP-fonden, Mårten Andersson (Chairman of the Board).Upcoming Dividend • Nov 07Upcoming dividend of kr1.50 per shareEligible shareholders must have bought the stock before 14 November 2022. Payment date: 18 November 2022. Payout ratio is on the higher end at 83%, however this is supported by cash flows. Trailing yield: 7.7%. Within top quartile of Swedish dividend payers (5.7%). Higher than average of industry peers (5.4%).Major Estimate Revision • Nov 01Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from kr1.96b to kr1.89b. EPS estimate also fell from kr3.92 per share to kr3.48 per share. Net income forecast to shrink 20% next year vs 3.1% growth forecast for Specialty Retail industry in Sweden . Consensus price target down from kr72.50 to kr56.00. Share price fell 4.1% to kr38.85 over the past week.Reported Earnings • Oct 26Third quarter 2022 earnings released: EPS: kr0.037 (vs kr0.98 in 3Q 2021)Third quarter 2022 results: EPS: kr0.037 (down from kr0.98 in 3Q 2021). Revenue: kr421.0m (down 1.7% from 3Q 2021). Net income: kr600.0k (down 96% from 3Q 2021). Profit margin: 0.1% (down from 3.7% in 3Q 2021). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Specialty Retail industry in Sweden.株主還元BOKUSSE Specialty RetailSE 市場7D1.2%2.5%1.2%1Y-7.7%27.8%13.6%株主還元を見る業界別リターン: BOKUS過去 1 年間で27.8 % の収益を上げたSwedish Specialty Retail業界を下回りました。リターン対市場: BOKUSは、過去 1 年間で13.6 % のリターンを上げたSwedish市場を下回りました。価格変動Is BOKUS's price volatile compared to industry and market?BOKUS volatilityBOKUS Average Weekly Movement3.5%Specialty Retail Industry Average Movement5.7%Market Average Movement5.9%10% most volatile stocks in SE Market12.1%10% least volatile stocks in SE Market3.3%安定した株価: BOKUS 、 Swedish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: BOKUSの 週次ボラティリティ ( 3% ) 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1971491Patrik Ovrebywww.bokusgruppen.comBokusgruppen AB（publ）はスウェーデンで書籍小売業を営む。同社は、書籍、電子書籍、オーディオブック、ゲーム、パズル、遊びや創作に関する商品を提供している。また、オンライン書店bokus.comや、Akademibokhandelnブランドの小売店も運営している。さらに、オーディオと電子書籍の購読サービス「Bokus Play」も提供している。同社は1971年に設立され、スウェーデンのストックホルムに本社を置いている。もっと見るBokusgruppen AB (publ) 基礎のまとめBokusgruppen の収益と売上を時価総額と比較するとどうか。BOKUS 基礎統計学時価総額SEK 1.09b収益（TTM）SEK 86.20m売上高(TTM)SEK 2.16b12.7xPER（株価収益率0.5xP/SレシオBOKUS 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BOKUS 損益計算書（TTM）収益SEK 2.16b売上原価SEK 1.59b売上総利益SEK 572.20mその他の費用SEK 486.00m収益SEK 86.20m直近の収益報告Jun 30, 2026次回決算日該当なし一株当たり利益（EPS）5.29グロス・マージン26.49%純利益率3.99%有利子負債／自己資本比率25.2%BOKUS 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6.0%現在の配当利回り75%配当性向BOKUS 配当は確実ですか？BOKUS 配当履歴とベンチマークを見るBOKUS 、いつまでに購入すれば配当金を受け取れますか？Bokusgruppen 配当日配当落ち日Nov 17 2026配当支払日Nov 23 2026配当落ちまでの日数105 days配当支払日までの日数111 daysBOKUS 配当は確実ですか？BOKUS 配当履歴とベンチマークを見る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2026/08/04 03:03終値2026/08/03 00:00収益2026/06/30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Bokusgruppen AB (publ) 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Orjan RodenDNB Carnegie Commissioned Research
New Risk • Jul 20New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: kr789.2m (US$81.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.
Reported Earnings • Jul 19Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: kr1.62 loss per share (further deteriorated from kr1.38 loss in 2Q 2025). Revenue: kr416.9m (up 2.2% from 2Q 2025). Net loss: kr26.3m (loss widened 18% from 2Q 2025). Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) missed analyst estimates by 35%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Specialty Retail industry in Sweden. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
Declared Dividend • May 22Dividend of kr2.00 announcedShareholders will receive a dividend of kr2.00. Ex-date: 17th November 2026 Payment date: 23rd November 2026 Dividend yield will be 6.0%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is covered by both earnings (72% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 7.5% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • May 08Upcoming dividend of kr2.00 per shareEligible shareholders must have bought the stock before 15 May 2026. Payment date: 21 May 2026. Payout ratio is a comfortable 72% and this is well supported by cash flows. Trailing yield: 5.6%. Within top quartile of Swedish dividend payers (4.2%). Higher than average of industry peers (3.9%).
分析記事 • May 06Statutory Profit Doesn't Reflect How Good Bokusgruppen's (STO:BOKUS) Earnings AreEven though Bokusgruppen AB (publ)'s ( STO:BOKUS ) recent earnings release was robust, the market didn't seem to...
Declared Dividend • Feb 19Final dividend of kr2.00 announcedShareholders will receive a dividend of kr2.00. Ex-date: 8th May 2026 Payment date: 15th May 2026 Dividend yield will be 5.2%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is not adequately covered by earnings (91% earnings payout ratio). However, it is well covered by cash flows (26% cash payout ratio). The dividend has increased by an average of 4.7% per year over the past 4 years and payments have been stable during that time. Earnings per share is expected to grow by 19% over the next 3 years, which should maintain adequate earnings cover for the dividend.
New Risk • Jul 20New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: kr789.2m (US$81.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.
Reported Earnings • Jul 19Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: kr1.62 loss per share (further deteriorated from kr1.38 loss in 2Q 2025). Revenue: kr416.9m (up 2.2% from 2Q 2025). Net loss: kr26.3m (loss widened 18% from 2Q 2025). Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) missed analyst estimates by 35%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Specialty Retail industry in Sweden. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
Declared Dividend • May 22Dividend of kr2.00 announcedShareholders will receive a dividend of kr2.00. Ex-date: 17th November 2026 Payment date: 23rd November 2026 Dividend yield will be 6.0%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is covered by both earnings (72% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 7.5% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • May 08Upcoming dividend of kr2.00 per shareEligible shareholders must have bought the stock before 15 May 2026. Payment date: 21 May 2026. Payout ratio is a comfortable 72% and this is well supported by cash flows. Trailing yield: 5.6%. Within top quartile of Swedish dividend payers (4.2%). Higher than average of industry peers (3.9%).
分析記事 • May 06Statutory Profit Doesn't Reflect How Good Bokusgruppen's (STO:BOKUS) Earnings AreEven though Bokusgruppen AB (publ)'s ( STO:BOKUS ) recent earnings release was robust, the market didn't seem to...
Declared Dividend • Feb 19Final dividend of kr2.00 announcedShareholders will receive a dividend of kr2.00. Ex-date: 8th May 2026 Payment date: 15th May 2026 Dividend yield will be 5.2%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is not adequately covered by earnings (91% earnings payout ratio). However, it is well covered by cash flows (26% cash payout ratio). The dividend has increased by an average of 4.7% per year over the past 4 years and payments have been stable during that time. Earnings per share is expected to grow by 19% over the next 3 years, which should maintain adequate earnings cover for the dividend.
Reported Earnings • Feb 19Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: kr5.46 (up from kr2.59 in FY 2024). Revenue: kr2.15b (up 8.3% from FY 2024). Net income: kr88.1m (up 110% from FY 2024). Profit margin: 4.1% (up from 2.1% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 15%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Specialty Retail industry in Sweden. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Nov 11Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to kr72.60, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 19x in the Specialty Retail industry in Sweden. Total returns to shareholders of 130% over the past three years.
分析記事 • Nov 01Bokusgruppen's (STO:BOKUS) Performance Is Even Better Than Its Earnings SuggestBokusgruppen AB (publ) ( STO:BOKUS ) recently posted some strong earnings, and the market responded positively. Our...
Buy Or Sell Opportunity • Oct 31Now 20% undervaluedOver the last 90 days, the stock has risen 18% to kr86.00. The fair value is estimated to be kr108, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years. Earnings per share has grown by 19%. Revenue is forecast to grow by 8.4% in 2 years. Earnings are forecast to grow by 39% in the next 2 years.
分析記事 • Oct 31Bokusgruppen AB (publ)'s (STO:BOKUS) P/E Is Still On The Mark Following 26% Share Price BounceBokusgruppen AB (publ) ( STO:BOKUS ) shareholders would be excited to see that the share price has had a great month...
分析記事 • Oct 28Bokusgruppen AB (publ) Beat Analyst Estimates: See What The Consensus Is Forecasting For Next YearInvestors in Bokusgruppen AB (publ) ( STO:BOKUS ) had a good week, as its shares rose 8.8% to close at kr84.00...
Reported Earnings • Oct 24Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: kr0.84 (up from kr0.012 in 3Q 2024). Revenue: kr480.1m (up 6.0% from 3Q 2024). Net income: kr13.6m (up kr13.4m from 3Q 2024). Profit margin: 2.8% (up from 0% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) exceeded analyst estimates by 107%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Specialty Retail industry in Sweden. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 24Bokusgruppen AB (publ), Annual General Meeting, May 07, 2026Bokusgruppen AB (publ), Annual General Meeting, May 07, 2026.
分析記事 • Oct 17Bokusgruppen (STO:BOKUS) Has A Pretty Healthy Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Buy Or Sell Opportunity • Oct 14Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 5.7% to kr70.20. The fair value is estimated to be kr58.27, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.5% in 2 years. Earnings are forecast to grow by 56% in the next 2 years.
Buy Or Sell Opportunity • Sep 16Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 28% to kr70.20. The fair value is estimated to be kr58.16, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.5% in 2 years. Earnings are forecast to grow by 56% in the next 2 years.
Valuation Update With 7 Day Price Move • Sep 12Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to kr71.40, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 20x in the Specialty Retail industry in Sweden. Total returns to shareholders of 119% over the past three years.
分析記事 • Sep 05Returns Are Gaining Momentum At Bokusgruppen (STO:BOKUS)What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Buy Or Sell Opportunity • Aug 13Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 43% to kr73.40. The fair value is estimated to be kr59.03, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.5% in 2 years. Earnings are forecast to grow by 56% in the next 2 years.
分析記事 • Jul 24Earnings Tell The Story For Bokusgruppen AB (publ) (STO:BOKUS) As Its Stock Soars 29%Bokusgruppen AB (publ) ( STO:BOKUS ) shares have continued their recent momentum with a 29% gain in the last month...
分析記事 • Jul 18Bokusgruppen AB (publ) (STO:BOKUS) Analysts Are Pretty Bullish On The Stock After Recent ResultsBokusgruppen AB (publ) ( STO:BOKUS ) just released its latest quarterly results and things are looking bullish...
Buy Or Sell Opportunity • Jul 17Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 36% to kr70.80. The fair value is estimated to be kr56.42, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.5% in 2 years. Earnings are forecast to grow by 56% in the next 2 years.
Reported Earnings • Jul 16Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: kr1.38 loss per share (improved from kr1.95 loss in 2Q 2024). Revenue: kr407.8m (up 16% from 2Q 2024). Net loss: kr22.3m (loss narrowed 29% from 2Q 2024). Revenue exceeded analyst estimates by 7.6%. Earnings per share (EPS) also surpassed analyst estimates by 40%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Specialty Retail industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
Price Target Changed • Jul 11Price target increased by 10% to kr60.00Up from kr54.50, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of kr61.20. Stock is up 27% over the past year. The company is forecast to post earnings per share of kr3.18 for next year compared to kr2.59 last year.
分析記事 • Jul 10Is Bokusgruppen (STO:BOKUS) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Declared Dividend • May 15Dividend of kr1.80 announcedShareholders will receive a dividend of kr1.80. Ex-date: 6th November 2025 Payment date: 12th November 2025 Dividend yield will be 7.0%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is not covered by earnings (140% earnings payout ratio). However, it is well covered by cash flows (26% cash payout ratio). The dividend has increased by an average of 6.3% per year over the past 3 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 55% to bring the payout ratio under control. EPS is expected to grow by 69% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Buy Or Sell Opportunity • May 08Now 20% undervaluedOver the last 90 days, the stock has risen 7.0% to kr50.20. The fair value is estimated to be kr62.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years. Earnings per share has declined by 11%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 51% in the next 2 years.
お知らせ • May 07Bokusgruppen AB (Publ) Approves Dividend, Payable on 14 May 2025 and 12 November 2025Bokusgruppen AB (publ) in its Annual General Meeting held on May 7, 2025 resolved on a dividend of SEK 3.60 per share, which will be paid in two parts of SEK 1.80 per share at each time. The record date for the first part of the dividend will be on 9 May 2025 and payment of the first part of the dividend is expected to take place on 14 May 2025. The record date for the second part of the dividend will be 7 November 2025 and payment of the second part of the dividend is expected to take place on 12 November 2025.
分析記事 • May 06Bokusgruppen (STO:BOKUS) Has Announced That It Will Be Increasing Its Dividend To SEK1.80Bokusgruppen AB (publ) ( STO:BOKUS ) will increase its dividend from last year's comparable payment on the 14th of May...
分析記事 • May 02Bokusgruppen's (STO:BOKUS) Soft Earnings Are Actually Better Than They AppearSoft earnings didn't appear to concern Bokusgruppen AB (publ)'s ( STO:BOKUS ) shareholders over the last week. We did...
Upcoming Dividend • May 01Upcoming dividend of kr1.80 per shareEligible shareholders must have bought the stock before 08 May 2025. Payment date: 14 May 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.8%. Within top quartile of Swedish dividend payers (4.0%). Higher than average of industry peers (4.5%).
Reported Earnings • Apr 27First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: kr0.23 loss per share (further deteriorated from kr0.22 loss in 1Q 2024). Revenue: kr506.3m (up 9.0% from 1Q 2024). Net loss: kr3.80m (loss widened 8.6% from 1Q 2024). Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) exceeded analyst estimates by 23%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Specialty Retail industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
分析記事 • Apr 04Bokusgruppen's (STO:BOKUS) Dividend Will Be Increased To SEK1.80Bokusgruppen AB (publ)'s ( STO:BOKUS ) dividend will be increasing from last year's payment of the same period to...
Declared Dividend • Apr 03Final dividend of kr1.80 announcedShareholders will receive a dividend of kr1.80. Ex-date: 8th May 2025 Payment date: 14th May 2025 Dividend yield will be 6.7%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is not covered by earnings (139% earnings payout ratio). However, it is well covered by cash flows (27% cash payout ratio). The dividend has increased by an average of 6.3% per year over the past 3 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 54% to bring the payout ratio under control. EPS is expected to grow by 61% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
分析記事 • Feb 22Analysts Have Been Trimming Their Bokusgruppen AB (publ) (STO:BOKUS) Price Target After Its Latest ReportLast week saw the newest annual earnings release from Bokusgruppen AB (publ) ( STO:BOKUS ), an important milestone in...
Reported Earnings • Feb 19Full year 2024 earnings released: EPS: kr25.94 (vs kr2.51 in FY 2023)Full year 2024 results: EPS: kr25.94 (up from kr2.51 in FY 2023). Revenue: kr19.9b (up kr18.0b from FY 2023). Net income: kr419.0m (up kr378.4m from FY 2023). Profit margin: 2.1% (in line with FY 2023). Revenue is expected to decline by 91% p.a. on average during the next 3 years, while revenues in the Specialty Retail industry in Sweden are expected to grow by 4.4%. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
分析記事 • Nov 06Bokusgruppen (STO:BOKUS) Is Due To Pay A Dividend Of SEK1.65Bokusgruppen AB (publ) ( STO:BOKUS ) will pay a dividend of SEK1.65 on the 13th of November. This will take the annual...
お知らせ • Nov 06Bokusgruppen AB (publ), Annual General Meeting, May 07, 2025Bokusgruppen AB (publ), Annual General Meeting, May 07, 2025.
Upcoming Dividend • Nov 01Upcoming dividend of kr1.65 per shareEligible shareholders must have bought the stock before 07 November 2024. Payment date: 13 November 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.2%. Within top quartile of Swedish dividend payers (4.5%). Higher than average of industry peers (4.0%).
分析記事 • Oct 31Bokusgruppen's (STO:BOKUS) Strong Earnings Are Of Good QualityThe subdued stock price reaction suggests that Bokusgruppen AB (publ)'s ( STO:BOKUS ) strong earnings didn't offer any...
お知らせ • Oct 30+ 4 more updatesBokusgruppen AB (publ) to Report Q2, 2025 Results on Jul 15, 2025Bokusgruppen AB (publ) announced that they will report Q2, 2025 results on Jul 15, 2025
Major Estimate Revision • Oct 30Consensus EPS estimates fall by 25%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from kr3.49 to kr2.62 per share. Revenue forecast steady at kr1.97b. Net income forecast to grow 17% next year vs 33% growth forecast for Specialty Retail industry in Sweden. Consensus price target of kr54.00 unchanged from last update. Share price rose 6.0% to kr53.00 over the past week.
Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: kr0.012 (vs kr0.35 in 3Q 2023)Third quarter 2024 results: EPS: kr0.012 (down from kr0.35 in 3Q 2023). Revenue: kr452.8m (up 8.8% from 3Q 2023). Net income: kr200.0k (down 97% from 3Q 2023). Profit margin: 0% (down from 1.4% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Specialty Retail industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
分析記事 • Aug 19Bokusgruppen's (STO:BOKUS) Dividend Will Be SEK1.65Bokusgruppen AB (publ) ( STO:BOKUS ) has announced that it will pay a dividend of SEK1.65 per share on the 13th of...
分析記事 • Jul 23Bokusgruppen (STO:BOKUS) Is Due To Pay A Dividend Of SEK1.65Bokusgruppen AB (publ) ( STO:BOKUS ) has announced that it will pay a dividend of SEK1.65 per share on the 13th of...
Reported Earnings • Jul 17Second quarter 2024 earnings released: kr1.95 loss per share (vs kr1.94 loss in 2Q 2023)Second quarter 2024 results: kr1.95 loss per share (further deteriorated from kr1.94 loss in 2Q 2023). Revenue: kr350.3m (up 2.4% from 2Q 2023). Net loss: kr31.5m (flat on 2Q 2023). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Specialty Retail industry in Sweden. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 4% per year.
分析記事 • Jun 19Bokusgruppen (STO:BOKUS) Is Due To Pay A Dividend Of SEK1.65The board of Bokusgruppen AB (publ) ( STO:BOKUS ) has announced that it will pay a dividend of SEK1.65 per share on the...
分析記事 • Jun 11Bokusgruppen AB (publ)'s (STO:BOKUS) Prospects Need A Boost To Lift SharesWhen close to half the companies in Sweden have price-to-earnings ratios (or "P/E's") above 24x, you may consider...
分析記事 • May 10Bokusgruppen's (STO:BOKUS) Dividend Will Be SEK1.65The board of Bokusgruppen AB (publ) ( STO:BOKUS ) has announced that it will pay a dividend of SEK1.65 per share on the...
Declared Dividend • May 09Dividend of kr1.65 announcedShareholders will receive a dividend of kr1.65. Ex-date: 7th November 2024 Payment date: 13th November 2024 Dividend yield will be 6.6%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is not covered by earnings (116% earnings payout ratio). However, it is well covered by cash flows (23% cash payout ratio). The dividend has increased by an average of 4.9% per year over the past 2 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 29% to bring the payout ratio under control. EPS is expected to grow by 57% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • May 08+ 1 more updateBokusgruppen AB (Publ) Approves Dividend, Payable on 15 May 2024 and on 13 November 2024, RespectivelyBokusgruppen AB (publ) at its annual general meeting held on 7 May 2024, resolved on a dividend of SEK 3.30 per share, which will be paid in two parts of SEK 1.65 per share at each time. The record date for the first part of the dividend will be on 10 May 2024 and payment of the first part of the dividends is expected to take place on 15 May 2024. The record date for the second part of the dividend will be 8 November 2024 and payment of the second part of the dividends is expected to take place on 13 November 2024.
Upcoming Dividend • May 01Upcoming dividend of kr1.65 per shareEligible shareholders must have bought the stock before 08 May 2024. Payment date: 15 May 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 7.0%. Within top quartile of Swedish dividend payers (4.3%). Higher than average of industry peers (3.5%).
分析記事 • Apr 26Bokusgruppen (STO:BOKUS) Is Paying Out A Larger Dividend Than Last YearThe board of Bokusgruppen AB (publ) ( STO:BOKUS ) has announced that it will be paying its dividend of SEK1.65 on the...
Reported Earnings • Apr 24First quarter 2024 earnings released: kr0.22 loss per share (vs kr0.55 loss in 1Q 2023)First quarter 2024 results: kr0.22 loss per share (improved from kr0.55 loss in 1Q 2023). Revenue: kr464.4m (up 3.9% from 1Q 2023). Net loss: kr3.50m (loss narrowed 60% from 1Q 2023). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Specialty Retail industry in Sweden.
分析記事 • Mar 27Bokusgruppen (STO:BOKUS) Is Paying Out A Larger Dividend Than Last YearBokusgruppen AB (publ) ( STO:BOKUS ) will increase its dividend on the 15th of May to SEK1.65, which is 10.0% higher...
お知らせ • Mar 26Bokusgruppen AB (Publ) Proposes Dividend for 2023, Payable on 15 May 2024 and November 13, 2024The board of directors of Bokusgruppen AB (publ) proposes to its general meeting to be held on 7 May 2024 a dividend to the shareholders of SEK 3.30 per share, corresponding to a total amount of SEK 53,299,045.80, which will be paid in two parts of SEK 1.65 per share at each time. It is proposed that the record date at Euroclear Sweden AB for the first part of the dividend shall be on 10 May 2024. If the general meeting resolves in accordance with the board of director's proposal, payment of the first part of the dividends is expected to take place on 15 May 2024, and the last day of trading in the share with a right to the first part of the dividends will be 7 May 2024. The first day of trading in the share without right to the first part of the dividends will be 8 May 2024. It is proposed that the record date at Euroclear Sweden AB for the second part of the dividend shall be on 8 November 2024. If the general meeting resolves in accordance with the board of directors' proposal, payment of the second part of the dividends is expected to take place on 13 November 2024, and the last day of trading in the share with a right to the second part of the dividends will be 6 November 2024. First day of trading in the share without right to the second part of the dividends will be 7 November 2024.
Recent Insider Transactions • Mar 25Independent Director recently bought kr379k worth of stockOn the 22nd of March, Mattias Björk bought around 9k shares on-market at roughly kr43.66 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr3.5m more in shares than they have sold in the last 12 months.
分析記事 • Mar 21Bokusgruppen (STO:BOKUS) Is Doing The Right Things To Multiply Its Share PriceTo find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
分析記事 • Feb 22Shareholders Will Be Pleased With The Quality of Bokusgruppen's (STO:BOKUS) EarningsWhen companies post strong earnings, the stock generally performs well, just like Bokusgruppen AB (publ)'s ( STO:BOKUS...
Declared Dividend • Feb 21Final dividend of kr1.65 announcedShareholders will receive a dividend of kr1.65. Ex-date: 8th May 2024 Payment date: 15th May 2024 Dividend yield will be 8.2%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is not covered by earnings (385% earnings payout ratio). However, it is well covered by cash flows (22% cash payout ratio). The dividend has not increased over the past 2 years but payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 327% to bring the payout ratio under control, which is more than the 51% EPS growth achieved over the last 5 years.
Reported Earnings • Feb 18Full year 2023 earnings released: EPS: kr2.51 (vs kr1.85 in FY 2022)Full year 2023 results: EPS: kr2.51 (up from kr1.85 in FY 2022). Revenue: kr1.87b (up 2.7% from FY 2022). Net income: kr40.6m (up 36% from FY 2022). Profit margin: 2.2% (up from 1.6% in FY 2022). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to kr38.50, the stock trades at a trailing P/E ratio of 49.4x. Average trailing P/E is 26x in the Specialty Retail industry in Sweden. Total returns to shareholders of 15% over the past year.
分析記事 • Feb 16What You Can Learn From Bokusgruppen AB (publ)'s (STO:BOKUS) P/SWith a median price-to-sales (or "P/S") ratio of close to 0.5x in the Specialty Retail industry in Sweden, you could be...
New Risk • Jan 31New major risk - Revenue and earnings growthRevenue has declined by 1.1% over the past year. 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 revenues are declining, then it is difficult for the company to prevent its earnings from declining as well. A trend of falling revenue can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 Risk Revenue has declined by 1.1% over the past year. Minor Risks Dividend is not well covered by earnings (385% payout ratio). Profit margins are more than 30% lower than last year (0.7% net profit margin). Market cap is less than US$100m (kr560.4m market cap, or US$53.9m).
Buy Or Sell Opportunity • Jan 30Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to kr34.80. The fair value is estimated to be kr28.76, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 308% in the next 2 years.
Recent Insider Transactions • Nov 24Independent Director recently bought kr494k worth of stockOn the 20th of November, Mattias Björk bought around 16k shares on-market at roughly kr31.74 per share. This transaction amounted to 1.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr4.4m more in shares than they have sold in the last 12 months.
お知らせ • Nov 07+ 1 more updateBokusgruppen AB (publ), Annual General Meeting, May 07, 2024Bokusgruppen AB (publ), Annual General Meeting, May 07, 2024.
Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: kr0.35 (vs kr0.037 in 3Q 2022)Third quarter 2023 results: EPS: kr0.35 (up from kr0.037 in 3Q 2022). Revenue: kr416.1m (down 1.2% from 3Q 2022). Net income: kr5.70m (up kr5.10m from 3Q 2022). Profit margin: 1.4% (up from 0.1% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Specialty Retail industry in Sweden.
Upcoming Dividend • Nov 02Upcoming dividend of kr1.50 per share at 10.0% yieldEligible shareholders must have bought the stock before 09 November 2023. Payment date: 15 November 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 10.0%. Within top quartile of Swedish dividend payers (5.5%). Higher than average of industry peers (4.2%).
分析記事 • Sep 29Bokusgruppen (STO:BOKUS) Is Paying Out A Dividend Of SEK1.50Bokusgruppen AB (publ) ( STO:BOKUS ) will pay a dividend of SEK1.50 on the 15th of November. This means the annual...
Recent Insider Transactions • Sep 17Independent Director recently bought kr332k worth of stockOn the 13th of September, Mattias Björk bought around 11k shares on-market at roughly kr29.68 per share. This transaction amounted to 1.1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr3.9m more in shares than they have sold in the last 12 months.
分析記事 • Sep 15Bokusgruppen (STO:BOKUS) Is Paying Out A Dividend Of SEK1.50The board of Bokusgruppen AB (publ) ( STO:BOKUS ) has announced that it will pay a dividend on the 15th of November...
分析記事 • Aug 28Bokusgruppen (STO:BOKUS) Will Pay A Dividend Of SEK1.50Bokusgruppen AB (publ) ( STO:BOKUS ) will pay a dividend of SEK1.50 on the 15th of November. The dividend yield will be...
分析記事 • Jul 26Bokusgruppen (STO:BOKUS) Is Due To Pay A Dividend Of SEK1.50The board of Bokusgruppen AB (publ) ( STO:BOKUS ) has announced that it will pay a dividend of SEK1.50 per share on the...
New Risk • Jul 16New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% 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 Dividend is not well covered by earnings (dividend per share is over 6x earnings per share). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.4% net profit margin). Market cap is less than US$100m (kr507.1m market cap, or US$49.5m).
Reported Earnings • Jul 14Second quarter 2023 earnings released: kr1.94 loss per share (vs kr0.46 loss in 2Q 2022)Second quarter 2023 results: kr1.94 loss per share (further deteriorated from kr0.46 loss in 2Q 2022). Revenue: kr342.1m (flat on 2Q 2022). Net loss: kr31.4m (loss widened 324% from 2Q 2022). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Specialty Retail industry in Sweden.
Board Change • Jun 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Independent Chairman Mårten Andersson is the most experienced director on the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Recent Insider Transactions • May 19Director recently bought kr2.3m worth of stockOn the 16th of May, Mattias Björk bought around 66k shares on-market at roughly kr34.14 per share. This transaction amounted to 7.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr5.5m more in shares than they have sold in the last 12 months.
分析記事 • May 11Bokusgruppen (STO:BOKUS) Is Paying Out A Dividend Of SEK1.50Bokusgruppen AB (publ)'s ( STO:BOKUS ) investors are due to receive a payment of SEK1.50 per share on 15th of November...
お知らせ • May 09+ 1 more updateBokusgruppen AB (publ) Approves Dividend for 2022, Payable on 10 May 2023 and 15 November 2023Bokusgruppen AB (publ) announced that at the annual general meeting held on 8 May 2023, the annual general meeting resolved on a dividend of SEK 3.00 per share, which will be paid in two parts of SEK 1.50 per share at each time. The record date for the first part of the dividend will be on 10 May 2023 and payment of the first part of the dividends is expected to take place on 15 May 2023. The record date for the second part of the dividend will be 10 November 2023 and payment of the second part of the dividends is expected to take place on 15 November 2023.
Upcoming Dividend • May 02Upcoming dividend of kr1.50 per share at 8.2% yieldEligible shareholders must have bought the stock before 09 May 2023. Payment date: 15 May 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 8.2%. Within top quartile of Swedish dividend payers (5.1%). Higher than average of industry peers (4.4%).
Reported Earnings • Apr 28First quarter 2023 earnings released: kr0.55 loss per share (vs kr0.66 loss in 1Q 2022)First quarter 2023 results: kr0.55 loss per share (improved from kr0.66 loss in 1Q 2022). Revenue: kr446.9m (up 1.4% from 1Q 2022). Net loss: kr8.80m (loss narrowed 17% from 1Q 2022). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Specialty Retail industry in Sweden.
Recent Insider Transactions • Mar 16Director recently bought kr179k worth of stockOn the 14th of March, Mattias Björk bought around 5k shares on-market at roughly kr35.88 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth kr1.2m. Insiders have collectively bought kr3.3m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Feb 22Director recently bought kr1.2m worth of stockOn the 17th of February, Mattias Björk bought around 32k shares on-market at roughly kr36.54 per share. This transaction amounted to 3.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr3.1m more in shares than they have sold in the last 12 months.
Reported Earnings • Feb 19Full year 2022 earnings released: EPS: kr1.85 (vs kr3.31 in FY 2021)Full year 2022 results: EPS: kr1.85 (down from kr3.31 in FY 2021). Revenue: kr1.82b (down 2.4% from FY 2021). Net income: kr29.8m (down 41% from FY 2021). Profit margin: 1.6% (down from 2.7% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Specialty Retail industry in Sweden.
Price Target Changed • Nov 16Price target decreased to kr56.00Down from kr72.50, the current price target is provided by 1 analyst. New target price is 45% above last closing price of kr38.65. Stock is down 3.4% over the past year. The company is forecast to post earnings per share of kr3.48 for next year compared to kr3.31 last year.
お知らせ • Nov 08+ 1 more updateBokusgruppen AB (Publ) Announces Nomination Committee for the Annual General Meeting 2023Bokusgruppen's AB (publ) Nomination Committee for the Annual General Meeting 2023 has been appointed in accordance with the instructions adopted by Bokusgruppen's AGM on May 12, 2022. There have been no changes in the proposal of members. The Nomination Committee hence consists of the following members: Carin Wahlén (Nomination Committee Chair) representing Patrik Wahlén, Jannis Kitsakis representing Fjärde AP-fonden, Mårten Andersson (Chairman of the Board).
Upcoming Dividend • Nov 07Upcoming dividend of kr1.50 per shareEligible shareholders must have bought the stock before 14 November 2022. Payment date: 18 November 2022. Payout ratio is on the higher end at 83%, however this is supported by cash flows. Trailing yield: 7.7%. Within top quartile of Swedish dividend payers (5.7%). Higher than average of industry peers (5.4%).
Major Estimate Revision • Nov 01Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from kr1.96b to kr1.89b. EPS estimate also fell from kr3.92 per share to kr3.48 per share. Net income forecast to shrink 20% next year vs 3.1% growth forecast for Specialty Retail industry in Sweden . Consensus price target down from kr72.50 to kr56.00. Share price fell 4.1% to kr38.85 over the past week.
Reported Earnings • Oct 26Third quarter 2022 earnings released: EPS: kr0.037 (vs kr0.98 in 3Q 2021)Third quarter 2022 results: EPS: kr0.037 (down from kr0.98 in 3Q 2021). Revenue: kr421.0m (down 1.7% from 3Q 2021). Net income: kr600.0k (down 96% from 3Q 2021). Profit margin: 0.1% (down from 3.7% in 3Q 2021). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Specialty Retail industry in Sweden.
