Civmec（P9D）株式概要シブメック・リミテッドは投資持株会社で、オーストラリアのエネルギー、資源、インフラ、海洋、防衛分野に建設・エンジニアリング・サービスを提供している。 詳細P9D ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長3/6過去の実績2/6財務の健全性6/6配当金3/6報酬当社が推定した公正価値より27.4%で取引されている 収益は年間17.36%増加すると予測されています リスク分析リスクチェックの結果、P9D 、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P9D Community Fair Values Create NarrativeSee what 13 others think this stock is worth. Follow their fair value or set your own to get alerts.NEW486,852 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 NarrativeBLINRODA486,852 investors already sharing narrativesYour Fair ValueS$Current PriceS$1.5730.2% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture01b2016201920222025202620282031Revenue AU$1.4bEarnings AU$77.7mAdvancedSet Fair ValueView all narrativesCivmec Limited 競合他社Oiltek InternationalSymbol: SGX:HQUMarket cap: S$742.2mBoustead SingaporeSymbol: SGX:F9DMarket cap: S$1.0bWee Hur HoldingsSymbol: SGX:E3BMarket cap: S$615.9mKoh Brothers Eco EngineeringSymbol: Catalist:5HVMarket cap: S$400.2m価格と性能株価の高値、安値、推移の概要Civmec過去の株価現在の株価AU$1.5752週高値AU$1.7852週安値AU$0.90ベータ0.371ヶ月の変化-7.65%3ヶ月変化15.44%1年変化61.03%3年間の変化n/a5年間の変化n/aIPOからの変化67.91%最新ニュースUpcoming Dividend • Mar 17Upcoming dividend of AU$0.025 per shareEligible shareholders must have bought the stock before 24 March 2026. Payment date: 10 April 2026. Payout ratio is on the higher end at 81%, however this is supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of Singaporean dividend payers (5.3%). Higher than average of industry peers (2.7%).Declared Dividend • Feb 14First half dividend of AU$0.025 announcedShareholders will receive a dividend of AU$0.025. Ex-date: 24th March 2026 Payment date: 10th April 2026 Dividend yield will be 4.1%, which is lower than the industry average of 4.6%. Sustainability & Growth Dividend is covered by both earnings (81% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 36% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 72% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 13Civmec Limited Announces Ordinary Fully Paid Distribution for Six Months Ended December 31, 2025, Payable on April 10, 2026Civmec Limited announced a new Ordinary Fully Paid distribution for six months ended December 31, 2025. The distribution amount is AUD 0.02500000 per security. The ex-date is 24 March 2026, the record date is 25 March 2026, and the payment date is 10 April 2026.Board Change • Jan 23Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Gary Gray was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Jan 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to S$1.33, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 11x in the Construction industry in Singapore. Total returns to shareholders of 31% over the past year. Simply Wall St's valuation model estimates the intrinsic value at S$2.07 per share.New Risk • Dec 13New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: S$32m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. This is currently the only risk that has been identified for the company.最新情報をもっと見るRecent updatesUpcoming Dividend • Mar 17Upcoming dividend of AU$0.025 per shareEligible shareholders must have bought the stock before 24 March 2026. Payment date: 10 April 2026. Payout ratio is on the higher end at 81%, however this is supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of Singaporean dividend payers (5.3%). Higher than average of industry peers (2.7%).Declared Dividend • Feb 14First half dividend of AU$0.025 announcedShareholders will receive a dividend of AU$0.025. Ex-date: 24th March 2026 Payment date: 10th April 2026 Dividend yield will be 4.1%, which is lower than the industry average of 4.6%. Sustainability & Growth Dividend is covered by both earnings (81% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 36% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 72% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 13Civmec Limited Announces Ordinary Fully Paid Distribution for Six Months Ended December 31, 2025, Payable on April 10, 2026Civmec Limited announced a new Ordinary Fully Paid distribution for six months ended December 31, 2025. The distribution amount is AUD 0.02500000 per security. The ex-date is 24 March 2026, the record date is 25 March 2026, and the payment date is 10 April 2026.Board Change • Jan 23Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Gary Gray was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Jan 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to S$1.33, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 11x in the Construction industry in Singapore. Total returns to shareholders of 31% over the past year. Simply Wall St's valuation model estimates the intrinsic value at S$2.07 per share.New Risk • Dec 13New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: S$32m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. This is currently the only risk that has been identified for the company.Upcoming Dividend • Oct 06Upcoming dividend of AU$0.035 per shareEligible shareholders must have bought the stock before 13 October 2025. Payment date: 24 October 2025. Payout ratio is a comfortable 72% and this is well supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of Singaporean dividend payers (5.3%). Higher than average of industry peers (2.5%).お知らせ • Sep 30Civmec Limited, Annual General Meeting, Oct 30, 2025Civmec Limited, Annual General Meeting, Oct 30, 2025, at 10:30 Singapore Standard Time. Location: at carlton hotel singapore, 76 bras basah road, singapore 189558., SingaporeDeclared Dividend • Aug 30Final dividend of AU$0.035 announcedShareholders will receive a dividend of AU$0.035. Ex-date: 13th October 2025 Payment date: 24th October 2025 Dividend yield will be 5.8%, which is higher than the industry average of 4.6%. Sustainability & Growth The dividend has increased by an average of 36% per year over the past 7 years and payments have been stable during that time.Reported Earnings • Aug 29Full year 2025 earnings: EPS in line with expectations, revenues disappointFull year 2025 results: EPS: AU$0.084 (down from AU$0.13 in FY 2024). Revenue: AU$810.6m (down 22% from FY 2024). Net income: AU$42.5m (down 34% from FY 2024). Profit margin: 5.2% (down from 6.2% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Construction industry in Singapore.お知らせ • Jul 02Civmec Limited (ASX:CVL) completed the acquisition of Luerssen Australia Pty. Ltd. from NVL BV & Co KG for AUD 20 million.Civmec Limited (ASX:CVL) entered into a non-binding Heads of Agreement to acquire Luerssen Australia Pty. Ltd. from NVL BV & Co KG on October 15, 2024. Civmec Limited (ASX:CVL) entered into a binding agreement to acquire Luerssen Australia Pty. Ltd. from NVL BV & Co KG for AUD 20 million on June 24, 2024. A cash consideration of AUD 20 million will be paid by Civmec Limited to NVL BV & Co KG for the common equity of Luerssen Australia Pty. Ltd. This acquisition will see the full ownership transfer of the Luerssen Australia business, including all assets, employees, and licenses. Following completion of the acquisition, Luerssen Australia Pty Ltd will be renamed to ‘Civmec Defence Industries Pty Ltd (CDI))’ as a wholly owned subsidiary of Civmec Limited. The purchase price will be funded from Civmec Limited's existing cash reserves. The transaction is subject to consummation of due diligence investigation and regulatory approvals. The expected completion of the transaction is December 31, 2024. The expected completion of the transaction has been extended to July 1, 2025. Civmec Limited (ASX:CVL) completed the acquisition of Luerssen Australia Pty. Ltd. from NVL BV & Co KG on July 1, 2025.New Risk • May 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 1.5% per year for the foreseeable future. High level of non-cash earnings (29% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.Upcoming Dividend • Mar 18Upcoming dividend of AU$0.025 per shareEligible shareholders must have bought the stock before 25 March 2025. Payment date: 11 April 2025. Payout ratio is a comfortable 52% but the company is not cash flow positive. Trailing yield: 6.5%. Within top quartile of Singaporean dividend payers (6.0%). Higher than average of industry peers (3.6%).Declared Dividend • Feb 15First half dividend of AU$0.025 announcedShareholders will receive a dividend of AU$0.025. Ex-date: 25th March 2025 Payment date: 11th April 2025 Dividend yield will be 6.2%, which is higher than the industry average of 4.6%. Sustainability & Growth Dividend is covered by earnings (52% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 43% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 15Civmec Limited Declares Tax Exempt (Foreign Sourced) Interim Dividend for the Financial Year End 30 June 2025, Payable on 11 April 2025Civmec Limited declared tax exempt (Foreign Sourced) interim dividend of AUD 0.025 for the financial year end 30 June 2025. Payable on 11 April 2025, Record date; 26 March 2025. Ex Date March 25, 2025.New Risk • Feb 14New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 29% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (29% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.お知らせ • Oct 31Civmec Limited Announces Change in Composition of Board and Board CommitteesCivmec Limited announced the following: Retirement of Directors Mr. Chong Teck Sin, Mr. Wong Fook Choy Sunny and Mr. Douglas Owen Chester retired at the Annual General Meeting held on 30 October 2024 and ceased as Independent Director of the Company with effect from 30 October 2024. Consequent upon retirement as an Independent Director of the Company: Mr. Chong Teck Sin, ceased as Chairman of the Audit Committee and Risks and Conflicts Committee and a member of the Remuneration Committee and Nominating Committee. Mr. Wong Fook Choy Sunny ceased as Chairman of the Remuneration Committee and a member of Audit Committee, Risks and Conflicts Committee and Nominating Committee. Mr. Douglas Owen Chester ceased as Chairman of the Nominating Committee and a member of Audit Committee, Risks and Conflicts Committee and Remuneration Committee. Reconstitution of Board Committees With effect from 30 October 2024, the Board Committees have been reconstituted as follow: Audit Committee and Risks and Conflicts Committee Mr. Ambrose Law has been appointed as Chairman of the AC and RCC and a member of the RC and NC. Remuneration Committee ("RC") Ms. Ong Beng Hong has been appointed as Chairman of the RC and a member of AC, RCC and NC. Nominating Committee ("NC") M. Gary Gray has been appointed as Chairman of the NC and a member of AC, RCC and RC. Nominating Committee ("NC") Mr. Gary Gray has been appointed as Chairman of the NC and a member of AC, RCC and RC. Following the aforesaid changes, the composition of the Board and Board Committees are as follows:- Board of Directors: Mr. James Finbarr Fitzgerald (Chairman), Mr. Patrick John Tallon, Mr. Kevin James Deery, Mr. Ambrose Law Ms. Ong Beng Hong Mr. Gary Gray .Audit Committee: Mr. Ambrose Law (Chairman) Ms. Ong Beng Hong Mr. .Gary Gray . Risks and Conflicts Committee: Mr. Ambrose Law (Chairman) Ms. Ong Beng Hong, Mr. Gary Gray .Remuneration Committee: Ms. Ong Beng Hong (Chairman), Mr. Ambrose Law, Mr. Gary Gray .Nominating Committee: Mr. Gary Gray (Chairman), Mr. Ambrose Law, Ms. Ong Beng Hong .お知らせ • Oct 15Civmec Limited (ASX:CVL) entered into a non-binding Heads of Agreement to acquire Luerssen Australia Pty. Ltd. from NVL BV & Co KG.Civmec Limited (ASX:CVL) entered into a non-binding Heads of Agreement to acquire Luerssen Australia Pty. Ltd. from NVL BV & Co KG on October 15, 2024. The transaction is subject to consummation of due diligence investigation. The expected completion of the transaction is December 31, 2024.お知らせ • Oct 01Civmec Limited, Annual General Meeting, Oct 30, 2024Civmec Limited, Annual General Meeting, Oct 30, 2024, at 10:30 Singapore Standard Time. Location: at carlton hotel singapore, 76 bras basah road, singapore 189558, SingaporeBoard Change • Sep 10Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 6 highly experienced directors. Independent Non-Executive Director Doug Chester was the last director to join the board, commencing their role in 2012. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Sep 05Civmec Limited Announces Board ChangesWith effect from the Effective Date, the Directors of the Civmec Singapore Limited have been appointed to the board of directors of the NewCo. The existing NewCo directors, being Mr. Peter Ricciardello, Mr. Adam Goldsmith and Mr. Charles Sweeney, have resigned as directors of NewCo with effect from the Effective Date. Following the above changes, the composition of the board of directors of the NewCo are as follows: Mr. James Finbarr Fitzgerald (Executive Chairman); Mr. Patrick John Tallon (Chief Executive Officer); Mr. Kevin James Deery (Chief Operating Officer); Mr. Chong Teck Sin (Lead Independent Director); Mr. Wong Fook Choy Sunny (Independent Director) and Mr. Douglas Owen Chester (Independent Director).分析記事 • Sep 02Analysts Have Made A Financial Statement On Civmec Limited's (SGX:P9D) Full-Year ReportInvestors in Civmec Limited ( SGX:P9D ) had a good week, as its shares rose 3.9% to close at S$0.94 following the...Reported Earnings • Aug 30Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: AU$0.13 (up from AU$0.11 in FY 2023). Revenue: AU$1.03b (up 24% from FY 2023). Net income: AU$64.4m (up 12% from FY 2023). Profit margin: 6.2% (down from 6.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) missed analyst estimates by 1.0%. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Construction industry in Asia. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 29+ 1 more updateCivmec Limited Appoints of Bojan Cica as Chief Financial Officer, Effective from September 1, 2024Civmec Limited approved the appointment of Bojan Cica as an internal appointment to the CFO role, with the current acting CFO currently serving in a dual capacity. This decision supports the Company's ongoing growth strategy. Working Experience 2018 - Current: Civmec Construction & Engineering Pty Ltd. - Group Commercial Manager 2016 - 2018: RCR Tomlinson - Commercial Manager 2009 - 2016: CB&I - Commercial Manager. Professional Qualifications Bachelor of Law Master of Business Administration Master of OHS. Appointment Date September 1, 2024.Upcoming Dividend • Mar 19Upcoming dividend of AU$0.025 per shareEligible shareholders must have bought the stock before 26 March 2024. Payment date: 15 April 2024. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 6.1%. Lower than top quartile of Singaporean dividend payers (6.3%). Higher than average of industry peers (4.5%).Reported Earnings • Feb 17First half 2024 earnings released: EPS: AU$0.063 (vs AU$0.056 in 1H 2023)First half 2024 results: EPS: AU$0.063 (up from AU$0.056 in 1H 2023). Revenue: AU$492.3m (up 18% from 1H 2023). Net income: AU$31.9m (up 13% from 1H 2023). Profit margin: 6.5% (down from 6.7% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Construction industry in Asia. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 16Civmec Limited Declares Interim Dividend for the Half Year Ended 31 December 2023, Payable on 15 April 2024Civmec Limited declared interim dividend of AUD 0.025 per share for the half year ended 31 December 2023 compared to AUD 0.02 per share a year ago. The dividend is payable on 15 April 2024 with record date of 27 March 2024.Declared Dividend • Feb 16First half dividend of AU$0.025 announcedShareholders will receive a dividend of AU$0.025. Ex-date: 26th March 2024 Payment date: 15th April 2024 Dividend yield will be 6.5%, which is higher than the industry average of 4.6%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 26% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Dec 08Civmec Limited Ordinary Shares to Be Deleted from OTC EquityCivmec Limited Ordinary Shares (Singapore) will be deleted from OTC Equity effective December 07, 2023, due to Inactive Security.Upcoming Dividend • Nov 22Upcoming dividend of AU$0.03 per share at 6.8% yieldEligible shareholders must have bought the stock before 29 November 2023. Payment date: 14 December 2023. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 6.8%. Within top quartile of Singaporean dividend payers (6.6%). Higher than average of industry peers (4.6%).お知らせ • Nov 03Civmec Limited Approves of Payment of A Tax Exempt (Foreign Sourced) Final Dividend for the Financial Year Ended 30 June 2023Civmec Limited at the AGM held on 31 October 2023, approved of payment of a tax exempt (foreign sourced) Final Dividend of 3.0 Australian cents per ordinary share for the financial year ended 30 June 2023.お知らせ • Nov 01Civmec Limited Proposes Payment of A Tax Exempt (Foreign Sourced) Final Dividend for the Financial Year Ended 30 June 2023, Payable on 14 December 2023Civmec Limited at its AGM held on October 31, 2023, to approve the payment of a tax exempt (foreign sourced) Final Dividend of 3.0 Australian cents per ordinary share for the financial year ended 30 June 2023. The Proposed Final Dividend, if approved at the forthcoming Annual General Meeting, will be paid on 14 December 2023. The Register of Members and Share Transfer Books will be closed on 1 December 2023.お知らせ • Oct 10Civmec Limited, Annual General Meeting, Oct 31, 2023Civmec Limited, Annual General Meeting, Oct 31, 2023, at 10:30 Singapore Standard Time. Location: Carlton Hotel Singapore, 76 Bras Basah Road, Singapore Singapore Agenda: To receive and adopt the Audited Financial Statements of the Company for the financial year ended 30 June 2023 together with the Directors' Statement and Independent Auditors' Report thereon; to approve the payment of a tax exempt (foreign sourced) Final Dividend of 3.0 Australian cents per ordinary share for the financial year ended 30 June 2023; to approve the payment of Directors' fees; to re-elect the Directors; and to consider other matters.お知らせ • Aug 29Civmec Limited Proposes Final Dividend for the Financial Year Ended 30 June 2023, Payable on 14 December 2023Civmec Limited announced that subject to members' approval to the proposed final dividend at the forthcoming Annual General Meeting, the Register of Members and Share Transfer Books of the company will be closed on 1 December 2023, for the preparation of dividend warrants to the proposed tax exempt (Foreign Sourced) Final dividend of AUD 0.03 for the financial year ended 30 June 2023 (Final Dividend). The Proposed Final Dividend will be paid on 14 December 2023.Reported Earnings • Aug 29Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: AU$0.11 (up from AU$0.10 in FY 2022). Revenue: AU$830.9m (up 2.7% from FY 2022). Net income: AU$57.7m (up 14% from FY 2022). Profit margin: 6.9% (up from 6.3% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.8%. Earnings per share (EPS) exceeded analyst estimates by 3.3%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Construction industry in Asia. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.分析記事 • Jul 14Civmec (SGX:P9D) Is Looking To Continue Growing Its Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Upcoming Dividend • Mar 22Upcoming dividend of AU$0.02 per share at 5.2% yieldEligible shareholders must have bought the stock before 29 March 2023. Payment date: 14 April 2023. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 5.2%. Lower than top quartile of Singaporean dividend payers (6.0%). Higher than average of industry peers (4.6%).Reported Earnings • Feb 10First half 2023 earnings released: EPS: AU$0.056 (vs AU$0.045 in 1H 2022)First half 2023 results: EPS: AU$0.056 (up from AU$0.045 in 1H 2022). Revenue: AU$418.9m (up 7.6% from 1H 2022). Net income: AU$28.2m (up 25% from 1H 2022). Profit margin: 6.7% (up from 5.8% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Construction industry in Asia. 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 19% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 10Civmec Limited Declares Interim Dividend for the Half Year Ended 31 December 2022, Payable on 14 April 2023Civmec Limited declared interim dividend of AUD 0.02 per share for the half year ended 31 December 2022 compared to AUD 0.01 per share a year ago. The dividend is payable on 14 April 2023 with record date of 30 March 2023.Upcoming Dividend • Nov 30Upcoming dividend of AU$0.02 per shareEligible shareholders must have bought the stock before 07 December 2022. Payment date: 19 December 2022. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 6.3%. Lower than top quartile of Singaporean dividend payers (6.4%). Higher than average of industry peers (4.4%).Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 6 highly experienced directors. Independent Non-Executive Director Doug Chester was the last director to join the board, commencing their role in 2012. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.分析記事 • Sep 02Results: Civmec Limited Beat Earnings Expectations And Analysts Now Have New ForecastsCivmec Limited ( SGX:P9D ) defied analyst predictions to release its full-year results, which were ahead of market...Reported Earnings • Sep 01Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: AU$0.10 (up from AU$0.069 in FY 2021). Revenue: AU$809.3m (up 20% from FY 2021). Net income: AU$50.8m (up 46% from FY 2021). Profit margin: 6.3% (up from 5.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Over the next year, revenue is forecast to grow 4.8%, compared to a 17% growth forecast for the Construction industry in Singapore. 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 18% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 6 highly experienced directors. Independent Non-Executive Director Doug Chester was the last director to join the board, commencing their role in 2012. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Mar 18Upcoming dividend of AU$0.01 per shareEligible shareholders must have bought the stock before 25 March 2022. Payment date: 08 April 2022. Payout ratio is a comfortable 24% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of Singaporean dividend payers (6.0%). In line with average of industry peers (3.3%).Reported Earnings • Feb 18First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: AU$0.045 (up from AU$0.03 in 1H 2021). Revenue: AU$389.4m (up 27% from 1H 2021). Net income: AU$22.6m (up 50% from 1H 2021). Profit margin: 5.8% (up from 4.9% in 1H 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 3.8%, compared to a 14% growth forecast for the industry in Singapore. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Nov 26Upcoming dividend of AU$0.01 per shareEligible shareholders must have bought the stock before 03 December 2021. Payment date: 17 December 2021. Trailing yield: 2.9%. Lower than top quartile of Singaporean dividend payers (5.3%). In line with average of industry peers (3.0%).分析記事 • Aug 30Civmec (SGX:P9D) Has Some Way To Go To Become A Multi-BaggerThere are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...Reported Earnings • Aug 27Full year 2021 earnings released: EPS AU$0.069 (vs AU$0.035 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$674.2m (up 72% from FY 2020). Net income: AU$34.8m (up 98% from FY 2020). Profit margin: 5.2% (up from 4.5% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.分析記事 • May 22I Ran A Stock Scan For Earnings Growth And Civmec (SGX:P9D) Passed With EaseIt's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...分析記事 • Mar 30Is Civmec (SGX:P9D) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Mar 12What Is The Ownership Structure Like For Civmec Limited (SGX:P9D)?If you want to know who really controls Civmec Limited ( SGX:P9D ), then you'll have to look at the makeup of its share...Upcoming Dividend • Mar 05Upcoming Dividend of AU$0.01 Per ShareWill be paid on the 26th of March to those who are registered shareholders by the 12th of March. The trailing yield of 3.4% is below the top quartile of Singaporean dividend payers (4.8%), but it is higher than industry peers (2.4%).Is New 90 Day High Low • Feb 26New 90-day high: S$0.60The company is up 54% from its price of S$0.39 on 27 November 2020. The Singaporean market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 10.0% over the same period.分析記事 • Feb 26What Do The Returns On Capital At Civmec (SGX:P9D) Tell Us?What are the early trends we should look for to identify a stock that could multiply in value over the long term...分析記事 • Feb 10Should You Be Adding Civmec (SGX:P9D) To Your Watchlist Today?Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...Is New 90 Day High Low • Feb 03New 90-day high: S$0.51The company is up 29% from its price of S$0.40 on 05 November 2020. The Singaporean market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 13% over the same period.分析記事 • Jan 23Civmec Limited's (SGX:P9D) Stock On An Uptrend: Could Fundamentals Be Driving The Momentum?Civmec (SGX:P9D) has had a great run on the share market with its stock up by a significant 18% over the last week...Is New 90 Day High Low • Jan 19New 90-day high: S$0.43The company is up 4.0% from its price of S$0.42 on 21 October 2020. The Singaporean market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is up 11% over the same period.分析記事 • Jan 05Civmec's(SGX:P9D) Share Price Is Down 24% Over The Past Three Years.While it may not be enough for some shareholders, we think it is good to see the Civmec Limited ( SGX:P9D ) share price...分析記事 • Dec 15These 4 Measures Indicate That Civmec (SGX:P9D) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...分析記事 • Nov 19Our Take On The Returns On Capital At Civmec (SGX:P9D)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...株主還元P9DSG ConstructionSG 市場7D1.3%2.6%1.4%1Y61.0%26.0%24.1%株主還元を見る業界別リターン: P9D過去 1 年間で26 % の収益を上げたSG Construction業界を上回りました。リターン対市場: P9D過去 1 年間で24.1 % の収益を上げたSG市場を上回りました。価格変動Is P9D's price volatile compared to industry and market?P9D volatilityP9D Average Weekly Movement4.4%Construction Industry Average Movement6.5%Market Average Movement5.3%10% most volatile stocks in SG Market12.3%10% least volatile stocks in SG Market2.3%安定した株価: P9D 、 SG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: P9Dの 週次ボラティリティ ( 4% ) 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2009n/aPat Tallonwww.civmec.com.au投資持株会社であるシブメック・リミテッドは、オーストラリアのエネルギー、資源、インフラ、海洋、防衛セクターに建設・エンジニアリング・サービスを提供している。構造用鋼、製缶、タンク、船舶、資材運搬設備、海底・海洋構造物、パイプスプールなどの製造プロジェクトを請け負う。モジュール化サービス、造船サービス、土木工事（土工事、鉄筋工事、型枠工事、詳細土木工事、コンクリート打設、埋め戻し・締固めから最終引き渡しまでのサービスを含む）、鉄筋コンクリート製品（プレストレストビーム、パラペット、構造物基礎、ケーソン、床スラブ、擁壁、吊りスラブセクション、専用施設、防波堤システムなど）を提供している。さらに同社は、構造物組立・据付、機械据付・調整、配管据付・試運転前サポート、現場溶接、設備、タンク建設などの構造・機械・配管工事を請け負い、変電所、配電室、配電所、敷地内網状配線などの電気インフラ工事や電気メンテナンスサービスなどの電気・計装・制御サービスを提供している。さらに、板金や軽鋼板の製造、耐火被覆、現場据付、加工・成形技術などの産業用絶縁サービス、陸上・海上メンテナンスサービス、表面処理、足場、ロープアクセス、張り網、製造プラットフォームなどのアクセスソリューション、耐火物プロジェクトの実施、労働力の供給も行っている。旧社名はシブメック・オーストラリア・リミテッドで、2024年9月に社名をシブメック・リミテッドに変更した。シブメック・リミテッドは2009年に設立され、オーストラリアのヘンダーソンに本社を置いている。もっと見るCivmec Limited 基礎のまとめCivmec の収益と売上を時価総額と比較するとどうか。P9D 基礎統計学時価総額S$779.61m収益（TTM）S$33.84m売上高(TTM)S$621.09m24.1xPER（株価収益率1.3xP/SレシオP9D 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P9D 損益計算書（TTM）収益AU$688.17m売上原価AU$606.15m売上総利益AU$82.02mその他の費用AU$44.53m収益AU$37.49m直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）0.074グロス・マージン11.92%純利益率5.45%有利子負債／自己資本比率11.2%P9D 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3.4%現在の配当利回り81%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/27 12:56終値2026/07/27 00:00収益2025/12/31年間収益2025/06/30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Civmec Limited 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10 アナリスト機関Daniel LaingBell PotterJames WilliamsonBell PotterBaxter KirkBell Potter7 その他のアナリストを表示
Upcoming Dividend • Mar 17Upcoming dividend of AU$0.025 per shareEligible shareholders must have bought the stock before 24 March 2026. Payment date: 10 April 2026. Payout ratio is on the higher end at 81%, however this is supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of Singaporean dividend payers (5.3%). Higher than average of industry peers (2.7%).
Declared Dividend • Feb 14First half dividend of AU$0.025 announcedShareholders will receive a dividend of AU$0.025. Ex-date: 24th March 2026 Payment date: 10th April 2026 Dividend yield will be 4.1%, which is lower than the industry average of 4.6%. Sustainability & Growth Dividend is covered by both earnings (81% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 36% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 72% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 13Civmec Limited Announces Ordinary Fully Paid Distribution for Six Months Ended December 31, 2025, Payable on April 10, 2026Civmec Limited announced a new Ordinary Fully Paid distribution for six months ended December 31, 2025. The distribution amount is AUD 0.02500000 per security. The ex-date is 24 March 2026, the record date is 25 March 2026, and the payment date is 10 April 2026.
Board Change • Jan 23Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Gary Gray was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Jan 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to S$1.33, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 11x in the Construction industry in Singapore. Total returns to shareholders of 31% over the past year. Simply Wall St's valuation model estimates the intrinsic value at S$2.07 per share.
New Risk • Dec 13New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: S$32m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. This is currently the only risk that has been identified for the company.
Upcoming Dividend • Mar 17Upcoming dividend of AU$0.025 per shareEligible shareholders must have bought the stock before 24 March 2026. Payment date: 10 April 2026. Payout ratio is on the higher end at 81%, however this is supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of Singaporean dividend payers (5.3%). Higher than average of industry peers (2.7%).
Declared Dividend • Feb 14First half dividend of AU$0.025 announcedShareholders will receive a dividend of AU$0.025. Ex-date: 24th March 2026 Payment date: 10th April 2026 Dividend yield will be 4.1%, which is lower than the industry average of 4.6%. Sustainability & Growth Dividend is covered by both earnings (81% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 36% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 72% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 13Civmec Limited Announces Ordinary Fully Paid Distribution for Six Months Ended December 31, 2025, Payable on April 10, 2026Civmec Limited announced a new Ordinary Fully Paid distribution for six months ended December 31, 2025. The distribution amount is AUD 0.02500000 per security. The ex-date is 24 March 2026, the record date is 25 March 2026, and the payment date is 10 April 2026.
Board Change • Jan 23Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Gary Gray was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Jan 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to S$1.33, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 11x in the Construction industry in Singapore. Total returns to shareholders of 31% over the past year. Simply Wall St's valuation model estimates the intrinsic value at S$2.07 per share.
New Risk • Dec 13New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: S$32m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. This is currently the only risk that has been identified for the company.
Upcoming Dividend • Oct 06Upcoming dividend of AU$0.035 per shareEligible shareholders must have bought the stock before 13 October 2025. Payment date: 24 October 2025. Payout ratio is a comfortable 72% and this is well supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of Singaporean dividend payers (5.3%). Higher than average of industry peers (2.5%).
お知らせ • Sep 30Civmec Limited, Annual General Meeting, Oct 30, 2025Civmec Limited, Annual General Meeting, Oct 30, 2025, at 10:30 Singapore Standard Time. Location: at carlton hotel singapore, 76 bras basah road, singapore 189558., Singapore
Declared Dividend • Aug 30Final dividend of AU$0.035 announcedShareholders will receive a dividend of AU$0.035. Ex-date: 13th October 2025 Payment date: 24th October 2025 Dividend yield will be 5.8%, which is higher than the industry average of 4.6%. Sustainability & Growth The dividend has increased by an average of 36% per year over the past 7 years and payments have been stable during that time.
Reported Earnings • Aug 29Full year 2025 earnings: EPS in line with expectations, revenues disappointFull year 2025 results: EPS: AU$0.084 (down from AU$0.13 in FY 2024). Revenue: AU$810.6m (down 22% from FY 2024). Net income: AU$42.5m (down 34% from FY 2024). Profit margin: 5.2% (down from 6.2% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Construction industry in Singapore.
お知らせ • Jul 02Civmec Limited (ASX:CVL) completed the acquisition of Luerssen Australia Pty. Ltd. from NVL BV & Co KG for AUD 20 million.Civmec Limited (ASX:CVL) entered into a non-binding Heads of Agreement to acquire Luerssen Australia Pty. Ltd. from NVL BV & Co KG on October 15, 2024. Civmec Limited (ASX:CVL) entered into a binding agreement to acquire Luerssen Australia Pty. Ltd. from NVL BV & Co KG for AUD 20 million on June 24, 2024. A cash consideration of AUD 20 million will be paid by Civmec Limited to NVL BV & Co KG for the common equity of Luerssen Australia Pty. Ltd. This acquisition will see the full ownership transfer of the Luerssen Australia business, including all assets, employees, and licenses. Following completion of the acquisition, Luerssen Australia Pty Ltd will be renamed to ‘Civmec Defence Industries Pty Ltd (CDI))’ as a wholly owned subsidiary of Civmec Limited. The purchase price will be funded from Civmec Limited's existing cash reserves. The transaction is subject to consummation of due diligence investigation and regulatory approvals. The expected completion of the transaction is December 31, 2024. The expected completion of the transaction has been extended to July 1, 2025. Civmec Limited (ASX:CVL) completed the acquisition of Luerssen Australia Pty. Ltd. from NVL BV & Co KG on July 1, 2025.
New Risk • May 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 1.5% per year for the foreseeable future. High level of non-cash earnings (29% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
Upcoming Dividend • Mar 18Upcoming dividend of AU$0.025 per shareEligible shareholders must have bought the stock before 25 March 2025. Payment date: 11 April 2025. Payout ratio is a comfortable 52% but the company is not cash flow positive. Trailing yield: 6.5%. Within top quartile of Singaporean dividend payers (6.0%). Higher than average of industry peers (3.6%).
Declared Dividend • Feb 15First half dividend of AU$0.025 announcedShareholders will receive a dividend of AU$0.025. Ex-date: 25th March 2025 Payment date: 11th April 2025 Dividend yield will be 6.2%, which is higher than the industry average of 4.6%. Sustainability & Growth Dividend is covered by earnings (52% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 43% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 15Civmec Limited Declares Tax Exempt (Foreign Sourced) Interim Dividend for the Financial Year End 30 June 2025, Payable on 11 April 2025Civmec Limited declared tax exempt (Foreign Sourced) interim dividend of AUD 0.025 for the financial year end 30 June 2025. Payable on 11 April 2025, Record date; 26 March 2025. Ex Date March 25, 2025.
New Risk • Feb 14New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 29% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (29% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
お知らせ • Oct 31Civmec Limited Announces Change in Composition of Board and Board CommitteesCivmec Limited announced the following: Retirement of Directors Mr. Chong Teck Sin, Mr. Wong Fook Choy Sunny and Mr. Douglas Owen Chester retired at the Annual General Meeting held on 30 October 2024 and ceased as Independent Director of the Company with effect from 30 October 2024. Consequent upon retirement as an Independent Director of the Company: Mr. Chong Teck Sin, ceased as Chairman of the Audit Committee and Risks and Conflicts Committee and a member of the Remuneration Committee and Nominating Committee. Mr. Wong Fook Choy Sunny ceased as Chairman of the Remuneration Committee and a member of Audit Committee, Risks and Conflicts Committee and Nominating Committee. Mr. Douglas Owen Chester ceased as Chairman of the Nominating Committee and a member of Audit Committee, Risks and Conflicts Committee and Remuneration Committee. Reconstitution of Board Committees With effect from 30 October 2024, the Board Committees have been reconstituted as follow: Audit Committee and Risks and Conflicts Committee Mr. Ambrose Law has been appointed as Chairman of the AC and RCC and a member of the RC and NC. Remuneration Committee ("RC") Ms. Ong Beng Hong has been appointed as Chairman of the RC and a member of AC, RCC and NC. Nominating Committee ("NC") M. Gary Gray has been appointed as Chairman of the NC and a member of AC, RCC and RC. Nominating Committee ("NC") Mr. Gary Gray has been appointed as Chairman of the NC and a member of AC, RCC and RC. Following the aforesaid changes, the composition of the Board and Board Committees are as follows:- Board of Directors: Mr. James Finbarr Fitzgerald (Chairman), Mr. Patrick John Tallon, Mr. Kevin James Deery, Mr. Ambrose Law Ms. Ong Beng Hong Mr. Gary Gray .Audit Committee: Mr. Ambrose Law (Chairman) Ms. Ong Beng Hong Mr. .Gary Gray . Risks and Conflicts Committee: Mr. Ambrose Law (Chairman) Ms. Ong Beng Hong, Mr. Gary Gray .Remuneration Committee: Ms. Ong Beng Hong (Chairman), Mr. Ambrose Law, Mr. Gary Gray .Nominating Committee: Mr. Gary Gray (Chairman), Mr. Ambrose Law, Ms. Ong Beng Hong .
お知らせ • Oct 15Civmec Limited (ASX:CVL) entered into a non-binding Heads of Agreement to acquire Luerssen Australia Pty. Ltd. from NVL BV & Co KG.Civmec Limited (ASX:CVL) entered into a non-binding Heads of Agreement to acquire Luerssen Australia Pty. Ltd. from NVL BV & Co KG on October 15, 2024. The transaction is subject to consummation of due diligence investigation. The expected completion of the transaction is December 31, 2024.
お知らせ • Oct 01Civmec Limited, Annual General Meeting, Oct 30, 2024Civmec Limited, Annual General Meeting, Oct 30, 2024, at 10:30 Singapore Standard Time. Location: at carlton hotel singapore, 76 bras basah road, singapore 189558, Singapore
Board Change • Sep 10Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 6 highly experienced directors. Independent Non-Executive Director Doug Chester was the last director to join the board, commencing their role in 2012. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 05Civmec Limited Announces Board ChangesWith effect from the Effective Date, the Directors of the Civmec Singapore Limited have been appointed to the board of directors of the NewCo. The existing NewCo directors, being Mr. Peter Ricciardello, Mr. Adam Goldsmith and Mr. Charles Sweeney, have resigned as directors of NewCo with effect from the Effective Date. Following the above changes, the composition of the board of directors of the NewCo are as follows: Mr. James Finbarr Fitzgerald (Executive Chairman); Mr. Patrick John Tallon (Chief Executive Officer); Mr. Kevin James Deery (Chief Operating Officer); Mr. Chong Teck Sin (Lead Independent Director); Mr. Wong Fook Choy Sunny (Independent Director) and Mr. Douglas Owen Chester (Independent Director).
分析記事 • Sep 02Analysts Have Made A Financial Statement On Civmec Limited's (SGX:P9D) Full-Year ReportInvestors in Civmec Limited ( SGX:P9D ) had a good week, as its shares rose 3.9% to close at S$0.94 following the...
Reported Earnings • Aug 30Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: AU$0.13 (up from AU$0.11 in FY 2023). Revenue: AU$1.03b (up 24% from FY 2023). Net income: AU$64.4m (up 12% from FY 2023). Profit margin: 6.2% (down from 6.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) missed analyst estimates by 1.0%. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Construction industry in Asia. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 29+ 1 more updateCivmec Limited Appoints of Bojan Cica as Chief Financial Officer, Effective from September 1, 2024Civmec Limited approved the appointment of Bojan Cica as an internal appointment to the CFO role, with the current acting CFO currently serving in a dual capacity. This decision supports the Company's ongoing growth strategy. Working Experience 2018 - Current: Civmec Construction & Engineering Pty Ltd. - Group Commercial Manager 2016 - 2018: RCR Tomlinson - Commercial Manager 2009 - 2016: CB&I - Commercial Manager. Professional Qualifications Bachelor of Law Master of Business Administration Master of OHS. Appointment Date September 1, 2024.
Upcoming Dividend • Mar 19Upcoming dividend of AU$0.025 per shareEligible shareholders must have bought the stock before 26 March 2024. Payment date: 15 April 2024. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 6.1%. Lower than top quartile of Singaporean dividend payers (6.3%). Higher than average of industry peers (4.5%).
Reported Earnings • Feb 17First half 2024 earnings released: EPS: AU$0.063 (vs AU$0.056 in 1H 2023)First half 2024 results: EPS: AU$0.063 (up from AU$0.056 in 1H 2023). Revenue: AU$492.3m (up 18% from 1H 2023). Net income: AU$31.9m (up 13% from 1H 2023). Profit margin: 6.5% (down from 6.7% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Construction industry in Asia. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 16Civmec Limited Declares Interim Dividend for the Half Year Ended 31 December 2023, Payable on 15 April 2024Civmec Limited declared interim dividend of AUD 0.025 per share for the half year ended 31 December 2023 compared to AUD 0.02 per share a year ago. The dividend is payable on 15 April 2024 with record date of 27 March 2024.
Declared Dividend • Feb 16First half dividend of AU$0.025 announcedShareholders will receive a dividend of AU$0.025. Ex-date: 26th March 2024 Payment date: 15th April 2024 Dividend yield will be 6.5%, which is higher than the industry average of 4.6%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 26% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Dec 08Civmec Limited Ordinary Shares to Be Deleted from OTC EquityCivmec Limited Ordinary Shares (Singapore) will be deleted from OTC Equity effective December 07, 2023, due to Inactive Security.
Upcoming Dividend • Nov 22Upcoming dividend of AU$0.03 per share at 6.8% yieldEligible shareholders must have bought the stock before 29 November 2023. Payment date: 14 December 2023. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 6.8%. Within top quartile of Singaporean dividend payers (6.6%). Higher than average of industry peers (4.6%).
お知らせ • Nov 03Civmec Limited Approves of Payment of A Tax Exempt (Foreign Sourced) Final Dividend for the Financial Year Ended 30 June 2023Civmec Limited at the AGM held on 31 October 2023, approved of payment of a tax exempt (foreign sourced) Final Dividend of 3.0 Australian cents per ordinary share for the financial year ended 30 June 2023.
お知らせ • Nov 01Civmec Limited Proposes Payment of A Tax Exempt (Foreign Sourced) Final Dividend for the Financial Year Ended 30 June 2023, Payable on 14 December 2023Civmec Limited at its AGM held on October 31, 2023, to approve the payment of a tax exempt (foreign sourced) Final Dividend of 3.0 Australian cents per ordinary share for the financial year ended 30 June 2023. The Proposed Final Dividend, if approved at the forthcoming Annual General Meeting, will be paid on 14 December 2023. The Register of Members and Share Transfer Books will be closed on 1 December 2023.
お知らせ • Oct 10Civmec Limited, Annual General Meeting, Oct 31, 2023Civmec Limited, Annual General Meeting, Oct 31, 2023, at 10:30 Singapore Standard Time. Location: Carlton Hotel Singapore, 76 Bras Basah Road, Singapore Singapore Agenda: To receive and adopt the Audited Financial Statements of the Company for the financial year ended 30 June 2023 together with the Directors' Statement and Independent Auditors' Report thereon; to approve the payment of a tax exempt (foreign sourced) Final Dividend of 3.0 Australian cents per ordinary share for the financial year ended 30 June 2023; to approve the payment of Directors' fees; to re-elect the Directors; and to consider other matters.
お知らせ • Aug 29Civmec Limited Proposes Final Dividend for the Financial Year Ended 30 June 2023, Payable on 14 December 2023Civmec Limited announced that subject to members' approval to the proposed final dividend at the forthcoming Annual General Meeting, the Register of Members and Share Transfer Books of the company will be closed on 1 December 2023, for the preparation of dividend warrants to the proposed tax exempt (Foreign Sourced) Final dividend of AUD 0.03 for the financial year ended 30 June 2023 (Final Dividend). The Proposed Final Dividend will be paid on 14 December 2023.
Reported Earnings • Aug 29Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: AU$0.11 (up from AU$0.10 in FY 2022). Revenue: AU$830.9m (up 2.7% from FY 2022). Net income: AU$57.7m (up 14% from FY 2022). Profit margin: 6.9% (up from 6.3% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.8%. Earnings per share (EPS) exceeded analyst estimates by 3.3%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Construction industry in Asia. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
分析記事 • Jul 14Civmec (SGX:P9D) Is Looking To Continue Growing Its Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Upcoming Dividend • Mar 22Upcoming dividend of AU$0.02 per share at 5.2% yieldEligible shareholders must have bought the stock before 29 March 2023. Payment date: 14 April 2023. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 5.2%. Lower than top quartile of Singaporean dividend payers (6.0%). Higher than average of industry peers (4.6%).
Reported Earnings • Feb 10First half 2023 earnings released: EPS: AU$0.056 (vs AU$0.045 in 1H 2022)First half 2023 results: EPS: AU$0.056 (up from AU$0.045 in 1H 2022). Revenue: AU$418.9m (up 7.6% from 1H 2022). Net income: AU$28.2m (up 25% from 1H 2022). Profit margin: 6.7% (up from 5.8% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Construction industry in Asia. 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 19% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 10Civmec Limited Declares Interim Dividend for the Half Year Ended 31 December 2022, Payable on 14 April 2023Civmec Limited declared interim dividend of AUD 0.02 per share for the half year ended 31 December 2022 compared to AUD 0.01 per share a year ago. The dividend is payable on 14 April 2023 with record date of 30 March 2023.
Upcoming Dividend • Nov 30Upcoming dividend of AU$0.02 per shareEligible shareholders must have bought the stock before 07 December 2022. Payment date: 19 December 2022. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 6.3%. Lower than top quartile of Singaporean dividend payers (6.4%). Higher than average of industry peers (4.4%).
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 6 highly experienced directors. Independent Non-Executive Director Doug Chester was the last director to join the board, commencing their role in 2012. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
分析記事 • Sep 02Results: Civmec Limited Beat Earnings Expectations And Analysts Now Have New ForecastsCivmec Limited ( SGX:P9D ) defied analyst predictions to release its full-year results, which were ahead of market...
Reported Earnings • Sep 01Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: AU$0.10 (up from AU$0.069 in FY 2021). Revenue: AU$809.3m (up 20% from FY 2021). Net income: AU$50.8m (up 46% from FY 2021). Profit margin: 6.3% (up from 5.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Over the next year, revenue is forecast to grow 4.8%, compared to a 17% growth forecast for the Construction industry in Singapore. 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 18% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 6 highly experienced directors. Independent Non-Executive Director Doug Chester was the last director to join the board, commencing their role in 2012. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Mar 18Upcoming dividend of AU$0.01 per shareEligible shareholders must have bought the stock before 25 March 2022. Payment date: 08 April 2022. Payout ratio is a comfortable 24% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of Singaporean dividend payers (6.0%). In line with average of industry peers (3.3%).
Reported Earnings • Feb 18First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: AU$0.045 (up from AU$0.03 in 1H 2021). Revenue: AU$389.4m (up 27% from 1H 2021). Net income: AU$22.6m (up 50% from 1H 2021). Profit margin: 5.8% (up from 4.9% in 1H 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 3.8%, compared to a 14% growth forecast for the industry in Singapore. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Nov 26Upcoming dividend of AU$0.01 per shareEligible shareholders must have bought the stock before 03 December 2021. Payment date: 17 December 2021. Trailing yield: 2.9%. Lower than top quartile of Singaporean dividend payers (5.3%). In line with average of industry peers (3.0%).
分析記事 • Aug 30Civmec (SGX:P9D) Has Some Way To Go To Become A Multi-BaggerThere are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
Reported Earnings • Aug 27Full year 2021 earnings released: EPS AU$0.069 (vs AU$0.035 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$674.2m (up 72% from FY 2020). Net income: AU$34.8m (up 98% from FY 2020). Profit margin: 5.2% (up from 4.5% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
分析記事 • May 22I Ran A Stock Scan For Earnings Growth And Civmec (SGX:P9D) Passed With EaseIt's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
分析記事 • Mar 30Is Civmec (SGX:P9D) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Mar 12What Is The Ownership Structure Like For Civmec Limited (SGX:P9D)?If you want to know who really controls Civmec Limited ( SGX:P9D ), then you'll have to look at the makeup of its share...
Upcoming Dividend • Mar 05Upcoming Dividend of AU$0.01 Per ShareWill be paid on the 26th of March to those who are registered shareholders by the 12th of March. The trailing yield of 3.4% is below the top quartile of Singaporean dividend payers (4.8%), but it is higher than industry peers (2.4%).
Is New 90 Day High Low • Feb 26New 90-day high: S$0.60The company is up 54% from its price of S$0.39 on 27 November 2020. The Singaporean market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 10.0% over the same period.
分析記事 • Feb 26What Do The Returns On Capital At Civmec (SGX:P9D) Tell Us?What are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 • Feb 10Should You Be Adding Civmec (SGX:P9D) To Your Watchlist Today?Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...
Is New 90 Day High Low • Feb 03New 90-day high: S$0.51The company is up 29% from its price of S$0.40 on 05 November 2020. The Singaporean market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 13% over the same period.
分析記事 • Jan 23Civmec Limited's (SGX:P9D) Stock On An Uptrend: Could Fundamentals Be Driving The Momentum?Civmec (SGX:P9D) has had a great run on the share market with its stock up by a significant 18% over the last week...
Is New 90 Day High Low • Jan 19New 90-day high: S$0.43The company is up 4.0% from its price of S$0.42 on 21 October 2020. The Singaporean market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is up 11% over the same period.
分析記事 • Jan 05Civmec's(SGX:P9D) Share Price Is Down 24% Over The Past Three Years.While it may not be enough for some shareholders, we think it is good to see the Civmec Limited ( SGX:P9D ) share price...
分析記事 • Dec 15These 4 Measures Indicate That Civmec (SGX:P9D) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
分析記事 • Nov 19Our Take On The Returns On Capital At Civmec (SGX:P9D)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
