ホームポートフォリオウォッチリストコミュニティ発見スクリーナー
NOT FOR DISTRIBUTION
Loading...
  • 株式
  • /
  • テレコム
1日前に更新
VEON logo

VEON Ltd.NasdaqGS:VEON 株式レポート

時価総額 US$4.7b
1日前に更新
株価
n/a
1Y30.2%
7D-0.5%
1D0.4%
ポートフォリオ価値
​
表示

VEON Ltd.

NasdaqGS:VEON 株式レポート

時価総額:US$4.7b

  • 会社概要
    • 評価
    • 将来の成長
    • 過去の実績
    • 財務の健全性
    • 配当金
  • マネジメント
  • 所有権
  • その他の情報
  • 株式コミュニティ

VEON(VEON)株式概要

VEON Ltd.は、パキスタン、ウクライナ、カザフスタン、バングラデシュ、ウズベキスタンで電気通信およびデジタルサービスを提供している。 詳細

VEON 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4/6
過去の実績1/6
財務の健全性2/6
配当金0/6

報酬

当社が推定した公正価値より88.4%で取引されている

収益は年間27.98%増加すると予測されています

アナリストらは、株価が21.5%上昇するだろうとほぼ一致している。

リスク分析

利払いは収益で十分にカバーされない

財務結果に影響を与える大きな一時的項目

利益率(1.2%)は昨年より低い(23.7%)


VEON Community Fair Values

Create Narrative

See what 21 others think this stock is worth. Follow their fair value or set your own to get alerts.

Analyst Price Targets

AN
AnalystConsensusTarget
17.5% 割安 内在価値ディスカウント
AnalystConsensusTarget
•3mo ago

Digital Services In Emerging Markets Will Spark Mixed Prospects

376
0
9
AN
AnalystLowTarget
1.7% 割安 内在価値ディスカウント
AnalystLowTarget
•3mo ago

Ukraine And Digital Challenges Will Undermine Stability Yet Spark Recovery

34
0
0
AN
AnalystHighTarget
31.2% 割安 内在価値ディスカウント
AnalystHighTarget
•6mo ago

Advanced Mobile Technologies Will Drive Digital Expansion In Emerging Markets

19
0
0

Top Community Narratives

GA
51.0% 割高 内在価値ディスカウント
GarvitB
•1y ago

Veon's Subsidiary Kyivstar Eyes Nasdaq Listing

44
0
2
YI
1.7% 割安 内在価値ディスカウント
yiannisz
•1y ago

VEON Unlocks Value with Kyivstar Spin-Off

158
2
4

Top Community Narratives

Top Analyst Narratives

GA
51.0% 割高 内在価値ディスカウント
GarvitB
•1y ago

Veon's Subsidiary Kyivstar Eyes Nasdaq Listing

44
0
2
AN
AnalystConsensusTarget
17.5% 割安 内在価値ディスカウント
AnalystConsensusTarget
•3mo ago

Digital Services In Emerging Markets Will Spark Mixed Prospects

376
0
9
YI
1.7% 割安 内在価値ディスカウント
yiannisz
•1y ago

VEON Unlocks Value with Kyivstar Spin-Off

158
2
4
AN
AnalystLowTarget
1.7% 割安 内在価値ディスカウント
AnalystLowTarget
•3mo ago

Ukraine And Digital Challenges Will Undermine Stability Yet Spark Recovery

34
0
0
AN
AnalystHighTarget
31.2% 割安 内在価値ディスカウント
AnalystHighTarget
•6mo ago

Advanced Mobile Technologies Will Drive Digital Expansion In Emerging Markets

19
0
0
View all narratives

VEON Ltd. 競合他社

Millicom International Cellular

Symbol: NasdaqGS:TIGO
Market cap: US$16.0b

Kyivstar Group

Symbol: NasdaqGS:KYIV
Market cap: US$3.1b

Telephone and Data Systems

Symbol: NYSE:TDS
Market cap: US$4.3b

Array Digital Infrastructure

Symbol: NYSE:AD
Market cap: US$3.3b

価格と性能

株価の高値、安値、推移の概要VEON
過去の株価
現在の株価US$68.81
52週高値US$71.10
52週安値US$42.60
ベータ1.63
1ヶ月の変化22.68%
3ヶ月変化32.25%
1年変化30.25%
3年間の変化256.53%
5年間の変化28.02%
IPOからの変化-85.10%

最新ニュース

Seeking Alpha • Aug 11

VEON: Improving Faster Than The Screens Show, But Largely Priced In

Summary VEON Ltd. (VEON) delivered underlying EBITDA growth of 16.2% in Q2 and 17.0% in H1, far exceeding headline figures. I rate VEON a Hold with a positive lean; current valuation largely reflects operational improvements, with only modest upside from $57.10. Digital revenue surged 53.6% YoY, now 26.9% of group revenue, but growth was partly driven by one-offs and M&A. Key catalyst is the November Capital Markets Day, where disclosure of digital standalone economics could drive a re-rating. Read the full article on Seeking Alpha

Recent updates

Seeking Alpha • Aug 11

VEON: Improving Faster Than The Screens Show, But Largely Priced In

Summary VEON Ltd. (VEON) delivered underlying EBITDA growth of 16.2% in Q2 and 17.0% in H1, far exceeding headline figures. I rate VEON a Hold with a positive lean; current valuation largely reflects operational improvements, with only modest upside from $57.10. Digital revenue surged 53.6% YoY, now 26.9% of group revenue, but growth was partly driven by one-offs and M&A. Key catalyst is the November Capital Markets Day, where disclosure of digital standalone economics could drive a re-rating. Read the full article on Seeking Alpha
User avatar
ナラティブ更新 • Jun 18

VEON: Emerging Market AI And Digital Ecosystems Will Support Bullish Stock Outlook

Analysts have lifted their VEON price target from $65.90 to $70.00, citing updated assumptions around revenue growth, profit margins and future P/E expectations following recent bullish research coverage. What’s in the News for VEON VEON closed a US$1.4b dual tranche senior unsecured notes offering via VEON Midco B.V., issuing US$700m 6.95% notes due 2031 and US$700m 7.45% notes due 2033, both rated BB- by Fitch and S&P, and used the proceeds to refinance most of its 2027 debt ahead of schedule, nearly doubling average debt maturity to more than four years and reducing near term refinancing risk (source: company news, 2 June 2026).
User avatar
ナラティブ更新 • Jun 03

VEON: Digital And AI1440 Expansion Will Drive Future Emerging Market Upside

Analysts have trimmed their VEON fair value estimate from $83.64 to $83.44 as they factor in slightly softer revenue growth and profit margin assumptions, while still reflecting supportive sentiment from recent bullish research. What's in the News Q1 2026 results: VEON reported revenue of US$1.201b and EBITDA of US$517m, with digital revenues up 57.7% and now over 25% of total revenue, and earnings per share of US$1.39 for the quarter, according to Q1 2026 results coverage.
User avatar
ナラティブ更新 • May 19

VEON: Emerging Market AI And Digital Finance Will Support Future Upside Potential

Analysts have raised their price target on VEON to $83.64 from $79.52, citing updated assumptions that include a slightly different discount rate, revenue growth, profit margin, and future P/E inputs following recent bullish research coverage. Analyst Commentary Recent bullish research coverage focuses on refreshed assumptions for discount rates, revenue growth, profit margins, and future P/E inputs, which together support the higher price target for VEON.
User avatar
ナラティブ更新 • May 01

VEON: Emerging Market AI Platforms And Digital Finance Will Drive Future Upside

Analysts have trimmed their fair value estimate for VEON from $80.48 to about $79.52, linking the change to revised assumptions around the discount rate, revenue growth, profit margin, and future P/E following recent bullish Street coverage. Analyst Commentary Bullish Takeaways Bullish analysts link the fair value trim from $80.48 to about $79.52 mainly to technical inputs such as the discount rate and assumed future P/E.
User avatar
ナラティブ更新 • Apr 15

VEON: Emerging Market AI And Digital Platforms Will Support Future Upside

Analysts have updated their price target on VEON to $80.48, reflecting revised views on the company’s discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News JazzCash, VEON’s subsidiary in Pakistan, reported onboarding its 1,000,000th Raast QR enabled merchant, creating what the company describes as the country’s largest digital payment acceptance network serving 58,000,000 registered customers and processing more than PKR 15,000,000 million in transaction value in 2025, roughly US$53b or about 13% of Pakistan’s GDP (company announcement).
User avatar
ナラティブ更新 • Apr 01

VEON: Emerging Market AI And Digital Platforms Will Drive Future Upside

Analysts have lifted their price target on VEON to $80.48 from $76.68 as they now apply a slightly higher discount rate and P/E multiple, while assuming modestly adjusted paths for revenue and profit margins. What's in the News JazzCash, VEON's subsidiary in Pakistan, reports 1 million Raast QR enabled merchants and a registered customer base of 58 million, with transactions in 2025 totaling more than PKR 15,000,000 million, roughly US$53b or about 13% of Pakistan's GDP (company announcement).
User avatar
ナラティブ更新 • Mar 17

VEON: Future AI And Digital Partnerships Will Support A Rerating

Analysts have lifted their price target on VEON from $69.00 to $100.00, reflecting updated assumptions around the discount rate, revenue growth, profit margins, and future P/E multiples. What's in the News VEON issued earnings guidance for fiscal 2026, targeting total revenue growth of 9% to 12% year over year in US dollar terms.
User avatar
ナラティブ更新 • Mar 03

VEON: Emerging Market Digital Services Expansion Will Support Bullish Outlook

Analysts have made a small upward adjustment to their VEON price target to $65.90. This reflects slightly revised assumptions around discount rate, revenue growth and future P/E, while leaving their fair value view broadly unchanged.
User avatar
ナラティブ更新 • Feb 17

VEON: Emerging Market Network Expansion And AI Initiatives Will Support Bullish Outlook

Analysts have maintained their VEON fair value estimate at $65.90 per share. They made only small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions, indicating fine tuning of their model rather than a change in overall view.
User avatar
ナラティブ更新 • Feb 03

VEON: Future Network Expansion In Emerging Markets Will Support Bullish Outlook

Analysts have raised their price target on VEON by about $5.90, citing updated assumptions related to revenue growth, profit margins, discount rate, and future P/E that contribute to a higher fair value estimate. What's in the News VEON revised its preliminary unaudited 2025 earnings guidance, with management estimating revenue growth in US dollars in a 24% to 26% range year on year versus 2024, based on information currently available and subject to uncertainties (Corporate Guidance, Raised).
User avatar
ナラティブ更新 • Jan 20

VEON: Emerging Market AI And Satellite Services Will Drive Future Upside

Analysts have slightly adjusted their price target on VEON to reflect modest tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions. This results in a broadly unchanged fair value of $76.68 per share.
User avatar
ナラティブ更新 • Jan 06

VEON: AI And Satellite Connectivity Will Support Emerging Markets Upside

Analysts now see room for a higher valuation on VEON, raising their price target to align with a fair value of US$76.68. This view is supported by updated assumptions for slightly stronger revenue growth, higher profit margins and a lower future P/E multiple.
User avatar
ナラティブ更新 • Dec 16

VEON: AI And Satellite Expansion Will Support Emerging Markets Upside

Analysts have modestly raised their target price on VEON by refining discount rate and profitability assumptions. The updated valuation now implies a fair value of $76.68 per share, as slightly stronger expected margins more than offset a trimmed revenue growth outlook and a marginally lower future P/E multiple.
User avatar
ナラティブ更新 • Dec 02

VEON: Lower Discount Rate Will Drive Upside For Emerging Markets Expansion

Analysts have raised their price target for VEON from $69.64 to $76.68, citing a lower discount rate. This lower rate offsets slightly reduced revenue growth and profit margin forecasts.
User avatar
ナラティブ更新 • Aug 23

Digital Services In Emerging Markets Will Spark Mixed Prospects

The upward revision in VEON's Analyst Price Target primarily reflects higher future P/E and improved revenue growth forecasts, raising fair value from $65.84 to $69.64. What's in the News Kyivstar, VEON’s operator in Ukraine, successfully conducted the first eastern European field test of Starlink Direct to Cell technology, with commercial launch of messaging services targeted for Q4.
分析記事 • Apr 27

Here's Why VEON (NASDAQ:VEON) Has A Meaningful Debt Burden

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
User avatar
新しいナラティブ • Feb 16

Relocation To Dubai And Exclusive NASDAQ Listing Will Expand Exposure But May Introduce Liquidity Risks

Expansion in Central and South Asia and increased digital services offerings are driving robust revenue growth and customer retention.
Seeking Alpha • Jan 28

VEON: Strong Buy For Ukrainian Rebuilding And Pakistani Economic Convergence

Summary VEON Ltd. is a "Strong Buy" at a discounted valuation, with significant growth potential in key frontier markets like Ukraine and Pakistan. VEON has divested from Russia, invested heavily in Ukrainian infrastructure, and expanded its presence in frontier markets, enhancing its digital services. Pakistan's economic growth and young population present a lucrative opportunity for VEON, especially through its Jazz subsidiary and JazzCash fintech platform. The potential IPO of JazzCash and the separate listing of Kyivstar could act as catalysts for VEON's stock price appreciation. Read the full article on Seeking Alpha
分析記事 • May 03

It's A Story Of Risk Vs Reward With VEON Ltd. (NASDAQ:VEON)

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 17x, you may...
分析記事 • Apr 15

Here's Why VEON (NASDAQ:VEON) Has A Meaningful Debt Burden

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha • Sep 16

Veon notes third quarter boosting its 2022 revenue pace

In a business update, Veon (NASDAQ:VEON) said July and August brought service revenue gains of 7.9% and a 2.4% rise in earnings before interest, taxes, depreciation and amortization. In local-currency terms, revenues rose 6.5% over those two months and EBITDA up 2.3%; adjusting for Georgia quarter-to-date, like-for-like local currency revenue rose 7.2% and EBITDA up 3%. That means for the first eight months of 2022, group consolidated revenue rose 3.1% as reported and 6.5% in local currency, with five of the company's seven countries reporting double-digit gains in local-currency revenue. Service revenue rose by 4.3% as reported and by 7.8% in local currency. EBITDA for the first eight months also gained 3.9% (7.9% in local currency). The company also notes that last month it wrapped the sale of its part of Algeria's Djezzy to FNI, for which it received $682M. As of August's end, total cash and deposits came to $3.2B, including $2.5B equivalent held by headquarters in Amsterdam.
Seeking Alpha • Aug 16

VEON: Waiting For The Explosive Catalyst Of Peace

VEON Ltd. is a telecommunications company with operations in Ukraine and Russia. The war between these countries has decimated VEON shares by more than 60%. Risk from sanctions against Russia is threatening VEON's operations and financial viability. The company is heavily indebted with net debt that is 12 times market capitalization and a net long term debt to EBITDA ratio of 10.86. Peace in Ukraine is a geopolitical catalyst with potential to explode VEON shares 200-300% higher. Much has changed since I last wrote about VEON Ltd. (VEON) in my article VEON: Value So Deep Otto Lidenbrock Wouldn't Find It. For the past five months Dr. Lidenbrock has been on the quest and I just received a transmission (fictional): Value located. Beneath mountain of risk. Waiting for explosive catalyst. Mountain of risk? Explosive catalyst? Let us dig a little deeper. Since the start of the Russian invasion of Ukraine on February 24 VEON has suffered from one unfortunate event to the next. First, shares trading on the NASDAQ lost 82% top to bottom over eight days. Next, Fitch and S&P downgraded the company's credit ratings. Then, due to the share price being below $1, the company received notification of delinquency to meet minimum NASDAQ listing requirements. The company provides telecommunications services, including internet and 4G services, to customers in Russia, Ukraine, Pakistan, Uzbekistan, Bangladesh, Kazakhstan, Kyrgyzstan, and Georgia. While the company has suffered minor losses to revenue as a result of the war in Ukraine the majority of share price weakness is due to potential risks. The end of the war is a geopolitical catalyst event that would effect most markets. I am not a geopolitical expert and most people have a better chance of guessing the next number at a roulette table than predicting the end of this war. But I wrote about the reasons why this conflict is pressuring politicians globally in my article Russia: Why Peace Might Be Sooner Than You Think. In short, the world needs resources that Ukraine and Russia produce. VEON is waiting for the four stages of this geopolitical catalyst to play out. If they do, the results will be explosive. Stage 1. Fuel: The Russian Ruble Recovers For years the performance of VEON has been tightly correlated with the Russian Ruble to USD exchange rate. This is because Russia accounts for roughly 50% of company EBITDA. As the Ruble depreciates it reduces revenues and earnings relative to USD denominated shares and debts. After the start of the war the Ruble depreciated considerably in the face of sanctions and elevated sovereign debt risk. Then, to the surprise of many, the Ruble recovered. In fact, it not only recovered but surpassed its pre-war exchange rate. Russia accomplished this by a series of financial interventions. This included raising interest rates, requiring Russian companies to convert international earnings into Rubles, and establishing a gold to Ruble exchange. It also helped that the price of commodities which Russia exports continued to move higher. But notice that VEON's share price has not followed the Ruble higher, resulting in a significant divergence due to the risk premium of sanctions. Charts by TradingView (adapted by author) As a result, VEON had a stronger Q2 2022 than I expected. VEON reported a 5.6% YoY increase in revenue and a 43.5% YoY increase in net income which ended the quarter at $183 million or $0.10 per share. It was notable that 4G users increased 19.2% YoY. This improvement to financials is being driven by the positive currency effects of the Ruble appreciation. It allowed operations in Russia to report a 26.7% QoQ increase in EBITDA. This is while Pakistan and Ukraine, the company's #2 and #3 highest earning jurisdictions, reported QoQ declines to revenue and EBITDA (see table below). Seeking Alpha (company Q2 2022 Earnings Presentation) The decline in revenues from Ukraine is a consequence of the physical conflict in the country. During the Q2 conference call management stated that 90% Ukrainian Kyivstar network sites remain functional and they were able to upgrade 3,000 stations and built 230 new ones. Absent this sanction risk premium I would expect VEON to trade in line with the Ruble. The current exchange rate implies a share price of about $3.15. Stage 2. Primer: Freeport LNG Terminal Accident On June 8th the Freeport LNG Terminal, a major export terminal of U.S. Natural Gas, experienced a fire accident that took the plant offline. Natural gas prices in the U.S. then dropped by 40%. You're probably wondering, what's the connection between an LNG terminal in Texas and a multi-national telecommunications service company in the Netherlands? Following the incident, the price of natural gas in the U.S. dropped and the price of gas in Europe, as measured by the Dutch TTF futures, skyrocketed 176%. Charts by TradingView (adapted by author) Most countries in the European Union import 5-40% of their natural gas from Russia. The IMF estimates that natural gas exports from Russia are down 60% since last year and that a reduction of up to 70% can be managed by global economies in the short term. Nonetheless, the increased cost and constrained supply of natural gas is impacting European industries and contributing to the likely recession in the EU and the depreciation of the Euro which has lost 9% against the USD since the start of the war. The issue is particularly acute in the EU's largest economy of Germany. Because natural gas is used for electricity generation the shortages have caused the price of electricity futures in Germany to increase 400% since the start of the year. The situation is becoming dire for German households and industries alike. Winter is a critical period of natural gas and electricity demand for residential heating. As a result, web searches in Germany for the term "Brennholz" has exploded, according to Google Trends. Brennholz means firewood. Chart by author (data from Google Trends) Approximately 10% of the EU's natural gas comes from Russia via pipelines that pass through Ukraine. Despite the war, Ukraine has not compromised those pipelines. The revenue those pipelines generate is used to fund war operations. What an awkward situation. Europe's dependence on Russian gas is the top reason why the conflict may not escalate as witnessed by Ukraine exercising restraint. I expect that as winter approaches the pressure will increase in Europe to solve the problem. There is potential that they will need to capitulate and either reverse sanctions against Russia or save face by pressuring the two countries to reach a ceasefire. Stage 3. Ignition: Lifting of Sanctions Stage 1 and 2 of this catalyst have already transpired. Stage 3 is next. The catalyst for VEON will fully engage when the risk of sanctions has subsided. An end to the war would accomplish this. I have no prediction about when that may occur. It is apparent, however, that both sides are suffering significant losses. Retired Colonel Andrew Milburn described how stressed the situation is in Ukraine in his article "Time Is Not on Kyiv’s Side: Training, Weapons, and Attrition in Ukraine." He writes about how there isn't enough time to properly train new soldiers. Here is what he said about the current situation: The Russian army now occupies an area comprising one-fifth of Ukraine’s total land mass—far more than it did at the outset of the war. President Vladimir Putin’s overall objective remains opaque. The low threshold for declaring victory is likely to be annexation of the entire Donbas region, a goal that Putin has almost accomplished, but with a recent resurgence in Russian confidence, that may not be enough to satisfy him. Ukrainian President Zelensky has said that he wants the war to end by 2023 but that Ukraine would "only negotiate from a position of strength." Ukraine has been able to maintain fighting thanks to military aid from the U.S. and allies. However, enthusiasm for additional support may be waning and any significant loss by the Ukrainians could prompt talks for peace. Sanctions against Russia have already impacted VEON's ability to build infrastructure in the country due to import restrictions. Sanctions can limit the company's ability to move capital in or out of the country, impact its ability to obtain financing, and compromise the trading of shares on equity exchanges. CEO Kaan Terzioğlu said this regarding sanctions during the Q2 2022 Earnings Call: Let me be very open. VEON is currently not the target of U.S., EU or U.K. sanction laws. We are aware that Bloomberg has opined that our securities might be subject to U.S. sanctions or restrictions. We did not have an advanced notice on this and our legal team is assessing the impact of Bloomberg's opinion. We are fully committed and we are in compliance with all applicable sanction laws and we are looking into this issue with our legal team to carefully review the full range of options to enable VEON to address this matter. That may be how Kaan feels but this week TD Ameritrade suspended trading of VEON due to sanctions. The world needs this war to end. The conflict is contributing to a global food crisis. Ukraine and Russia account for 12% of the world's calories in food production. The war has reduced exports of food commodities from both countries causing food costs to move higher. There is no telling when we may get peace in Ukraine, but the precursors are mounting. It is also possible for this stage to execute if the company sells its Russian assets, assuming that they receive a fair market price. The move would likely be detrimental in the long term. Russia accounts for 23% of company customers and 40% of operating profit. Still, I'm interested in this company for the catalyst only. Stage 4. Accelerant: Restoration of NASDAQ Listing, Dividend, & Credit Rating Once the risk of sanction has subsided VEON can begin a path to normalcy. Along the way the company will encounter three accelerating events which constitute Stage 4 of this catalyst. Credit Rating The stability of peace will benefit the company by prompting upgrades to its credit ratings. In the Q2 earnings press release, VEON states that after being downgraded by Fitch and S&P both credit rating agencies have withdrawn ratings for VEON. Restoration of these ratings will move the share price higher. Seeking Alpha (company Q2 2022 Earnings Presentation) Nasdaq Listing VEON has been notified by the Listing Qualifications Department of the Nasdaq Stock Market that they are in violation of the minimum share price requirement. Shares need to trade above $1.00 USD to meet this requirement. VEON must meet the requirement by October 4 unless they receive a 180 day extension. The company may choose to execute a reverse stock split to meet the requirement. After Stage 3, I expect shares to trade above $1.00 which would resolve this issue and prompt further investor interest. Seeking Alpha (company Q2 2022 Earnings Presentation) Dividends VEON has not paid any dividends in 2022 after omitting a dividend in 2021. Management has stated that it plans to pay $95 million of dividends in 2022. This would be approximately $0.054 per share or 11.8% at current share price. A return of the dividend would also drive investor interest. Seeking Alpha (company Q2 2022 earnings presentation) Company Risk and Outlook To put it bluntly, VEON is not a good company. Between 2016 and 2021, before the war began, shares returned a total of -24.47%. Since 2013, the average 1-year total return has been -9.64%. This poor performance is partly due to the Russian Ruble performing poorly against the USD. But it is also due to poor execution and management. VEON Total Return Level data by YChartsVEON 1 Year Total Returns (Monthly) data by YCharts The share price has suffered because earnings were inconsistent and often negative. The chart from SA below shows that the company produced negative earnings in 2013, 2014, 2015, 2017, and 2020. Diluted EPS for VEON (Seeking Alpha) There is no shortage of risk with VEON. These are some of the risks that can damage VEON and its shareholders: Escalation to sanctions against the company which may occur in response to an escalation of the war Failure to service company liabilities Loss of U.S. stock exchange listing Acute loss to earnings from geopolitical events or confiscation of company assets
Seeking Alpha • Aug 03

VEON's Banglalink signs tower sharing deal in Bangladesh

VEON (NASDAQ:VEON) announced Wednesday that its subsidiary Banglalink has reached an agreement with Bangladesh Telecommunications Company Limited (BTCL) for a tower sharing initiative. Under the agreement, BTCL will share its tower infrastructures with Banglalink to enhance its quality of services further by supporting its 4G expansion drive. "In the last year, we have added more than 3300 4G base stations to our network; many of these are based on shared infrastructure. We will continue to expand the network, and our partnership with BTCL will give a fresh impetus to this endeavor," said Banglalink's CEO Erik Aas. Stock is up 0.6% in premarket trading. Earlier: Veon management boosts ownership via share awards
Seeking Alpha • Jul 11

Veon management boosts ownership via share awards

Veon (NASDAQ:VEON) top management has increased its ownership in the company, completing some share transfers as part of an incentive program announced in February. The company reported share transfers in its deferred share plan of 774,900 for CEO Kaan Terzioglu, and transfers of 222,172 shares for Chief Financial Officer Serkan Okandan. "This award represents a further step in aligning the executive team's remuneration with the successful implementation of our digital operator strategy and long-term value creation for our shareholders," VEON says. Its plan is for Group Executive Committee members to accrue and maintain a minimum level of shares in the company, equivalent to 6 times annual base salary for the CEO, and 2 times annual base salary for other members. After these transfers, Terzioglu holds 1.675M shares and Okandan holds the 222,172 shares transferred.

株主還元

VEONUS Wireless TelecomUS 市場
7D-0.5%-5.4%0.5%
1Y30.2%-25.3%12.0%

業界別リターン: VEON過去 1 年間で-25.3 % の収益を上げたUS Wireless Telecom業界を上回りました。

リターン対市場: VEON過去 1 年間で12 % の収益を上げたUS市場を上回りました。

価格変動

Is VEON's price volatile compared to industry and market?
VEON volatility
VEON Average Weekly Movement4.5%
Wireless Telecom Industry Average Movement5.8%
Market Average Movement6.8%
10% most volatile stocks in US Market15.2%
10% least volatile stocks in US Market2.9%

安定した株価: VEON 、 US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: VEON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
199218,938Muhterem Terziogluwww.veon.com

VEON Ltd.は、パキスタン、ウクライナ、カザフスタン、バングラデシュ、ウズベキスタンで電気通信およびデジタルサービスを提供している。同社はプリペイドおよびポストペイド契約によるモバイル通信サービス(付加価値サービス、通話完結サービス、国内および国際ローミングサービス、ワイヤレスインターネットアクセス、モバイル金融サービス、モバイルバンドルなど)、光ファイバーネットワークを利用した固定通信、クロスボーダー伝送サービス、プリペイドスクラッチカードおよび電子リチャージオプション、2G、3G、4G/LTEネットワークによるモバイルサービス、消費者向けストレージアプリを含むクラウドソリューション、市内、長距離、国際音声サービス、コンタクトセンターによるカスタマーサポートを提供している。また、デジタル保険マーケットプレイスのFikrFree、ビデオストリーミングアプリのTamasha、デジタルライフスタイルブランドのROX、クラウドプラットフォームのGaraj、デジタルヘルスケアプラットフォームのApnaClinicとHelsi、ライフスタイルプラットフォームのSIMOSA、ZARR、RYZE、メディアストリーミングサービスのKyivstar TV、セルフサービスアプリケーションのMy Kyivstar、ライドヘイリングとデリバリープラットフォームのUklon、アドテクプラットフォームのAdwisor、モバイル専用ネオバンクのSimplyも提供している;エンターテインメント・プラットフォーム「BeeTV」、音楽ストリーミング・プラットフォーム「Hitter」「riitm」、スーパーアプリ「MyBL」「Janymda」「Hambi」、AI学習アシスタント「AI tutor」、インフォテインメント・プラットフォーム「Toffee」、デジタル・インフラ・ソリューション「BCloud」、金融サービス・ソリューション「Beepul」、デジタル・エンターテインメント・プラットフォーム「KINOM」、電子機器・家電マーケットプレイス「BeeMarket」、デジタル・ヘルス・サービス「Hambi Davo」、デジタル・プラットフォーム「OQ」。同社は、直販部隊、フランチャイズ、第三者小売業者、ディストリビューター、スーパーマーケット、店舗、チェーン店、オンライン、オフィス、その他のチャネルを通じて製品とサービスを販売している。同社は以前はVimpelCom Ltd.として知られていたが、2017年3月にVEON Ltd.に社名を変更した。VEON Ltd.は1992年に設立され、アラブ首長国連邦のドバイに本社を置いている。

VEON Ltd. 基礎のまとめ

VEON の収益と売上を時価総額と比較するとどうか。
VEON 基礎統計学
時価総額US$4.72b
収益(TTM)US$59.00m
売上高(TTM)US$4.76b
80.3x
PER(株価収益率
1.0x
P/Sレシオ

VEON 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
VEON 損益計算書(TTM)
収益US$4.76b
売上原価US$615.00m
売上総利益US$4.14b
その他の費用US$4.08b
収益US$59.00m

直近の収益報告

Jun 30, 2026

次回決算日

Nov 06, 2026

一株当たり利益(EPS)0.86
グロス・マージン87.07%
純利益率1.24%
有利子負債/自己資本比率208.0%

VEON の長期的なパフォーマンスは?

過去の実績と比較を見る

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2026/09/17 20:32
終値2026/09/17 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-K
  • SEC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4
  • SEC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-K
  • SEC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 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

VEON Ltd. 6 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。24

アナリスト機関
William Noel MilnerArete Research Services LLP
Jonathan DannBarclays
Dalibor VavruskaCitigroup Inc

どこでもより良い投資判断を

スキャンしてダウンロード
App Store を開くGoogle Play を開く
Chrome ウェブストア
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
データソースを見る
市場
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
投資のアイデア
  • 割安企業
  • 配当優良企業
  • インサイダー買い
  • 原子力
  • 自律走行車
  • 人工知能
  • 暗号資産とブロックチェーン
  • サイバーセキュリティ
  • さらにアイデア
株価コミュニティ
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
機能とツール
  • ポートフォリオ・トラッカー
  • ストックスクリーナー&アラート
  • 語りと公正な値
  • 配当金計算機
ニュース & 発見
  • 最新の在庫ニュース
  • グローバルマーケットインサイト
  • The Foxhole ブログ
  • 投資のアイデア
  • コミュニティの物語
  • 新着情報
Simply Wall St
  • プランと料金
  • 広告
  • 会社概要
  • お問い合わせ
  • 採用情報
  • ヘルプセンター
  • 株式投資を学ぶ
  • アフィリエイト・プログラム
  • ビジネス
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • ご利用条件
  • プライバシーポリシー
  • AI利用規約
  • 金融サービスガイド