Nutun（NTU）株式概要ヌトゥン・リミテッドは子会社のヌトゥン・ホールディングス・プロプライエタリー・リミテッドを通じて、南アフリカ、オーストラリア、英国、米国でビジネス・プロセス・アウトソーシング・ソリューション（BPO）を提供している。 詳細NTU ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績0/6財務の健全性1/6配当金0/6リスク分析負債は営業キャッシュフローで十分にカバーされていない 過去5年間で収益は年間33.3%減少しました。 意味のある時価総額がありません ( ZAR769M )ZA市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見るNTU Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueRCurrent PriceR0.981.3k% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-548m15b2016201920222025202620282031Revenue R146.6mEarnings R11.3mAdvancedSet Fair ValueView all narrativesNutun Limited 競合他社Adcorp HoldingsSymbol: JSE:ADRMarket cap: R702.3mPrimeserv GroupSymbol: JSE:PMVMarket cap: R205.3mMemeStrategySymbol: SEHK:2440Market cap: HK$625.5mNovus HoldingsSymbol: JSE:NVSMarket cap: R1.7b価格と性能株価の高値、安値、推移の概要Nutun過去の株価現在の株価R0.9852週高値R1.4852週安値R0.85ベータ0.521ヶ月の変化-7.55%3ヶ月変化-24.03%1年変化-23.44%3年間の変化-86.14%5年間の変化-97.32%IPOからの変化-87.75%最新ニュースReported Earnings • May 19First half 2026 earnings releasedFirst half 2026 results: Revenue: R711.0m (down 4.6% from 1H 2025). Net loss: R63.0m (loss narrowed 48% from 1H 2025).お知らせ • May 14Nutun Limited to Report First Half, 2026 Results on May 18, 2026Nutun Limited announced that they will report first half, 2026 results on May 18, 2026New Risk • Apr 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 17% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.3% average weekly change). Market cap is less than US$100m (R878.4m market cap, or US$53.0m).お知らせ • Jan 30+ 1 more updateNutun Limited, Annual General Meeting, Mar 12, 2026Nutun Limited, Annual General Meeting, Mar 12, 2026.分析記事 • Dec 06There's No Escaping Nutun Limited's (JSE:NTU) Muted Revenues Despite A 31% Share Price RiseNutun Limited ( JSE:NTU ) shares have had a really impressive month, gaining 31% after a shaky period beforehand...Recent Insider Transactions • Dec 05Co-Founder recently bought R42m worth of stockOn the 1st of December, Jonathan Jawno bought around 53m shares on-market at roughly R0.80 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Jonathan has been a buyer over the last 12 months, purchasing a net total of R76m worth in shares.最新情報をもっと見るRecent updatesReported Earnings • May 19First half 2026 earnings releasedFirst half 2026 results: Revenue: R711.0m (down 4.6% from 1H 2025). Net loss: R63.0m (loss narrowed 48% from 1H 2025).お知らせ • May 14Nutun Limited to Report First Half, 2026 Results on May 18, 2026Nutun Limited announced that they will report first half, 2026 results on May 18, 2026New Risk • Apr 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 17% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.3% average weekly change). Market cap is less than US$100m (R878.4m market cap, or US$53.0m).お知らせ • Jan 30+ 1 more updateNutun Limited, Annual General Meeting, Mar 12, 2026Nutun Limited, Annual General Meeting, Mar 12, 2026.分析記事 • Dec 06There's No Escaping Nutun Limited's (JSE:NTU) Muted Revenues Despite A 31% Share Price RiseNutun Limited ( JSE:NTU ) shares have had a really impressive month, gaining 31% after a shaky period beforehand...Recent Insider Transactions • Dec 05Co-Founder recently bought R42m worth of stockOn the 1st of December, Jonathan Jawno bought around 53m shares on-market at roughly R0.80 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Jonathan has been a buyer over the last 12 months, purchasing a net total of R76m worth in shares.New Risk • Dec 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 17% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.1% average weekly change). Market cap is less than US$100m (R909.8m market cap, or US$53.6m).お知らせ • Dec 03+ 1 more updateNutun Limited Appoints Rob Amoils and Ruben Moggee as Joint CEO's, Effective 1 January 2026Nutun Limited announced Rob Amoils, the CEO of Nutun South Africa, and Ruben Moggee, the CEO of Nutun International, will be appointed to the Board as joint CEO's on 1 January 2026.分析記事 • Dec 03Is Nutun (JSE:NTU) Using Debt In A Risky Way?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Dec 02Full year 2025 earnings released: R0.14 loss per share (vs R0.19 loss in FY 2024)Full year 2025 results: R0.14 loss per share (improved from R0.19 loss in FY 2024). Revenue: R1.44b (down 2.8% from FY 2024). Net loss: R113.0m (loss narrowed 23% from FY 2024).お知らせ • Nov 27Nutun Limited to Report Fiscal Year 2025 Results on Dec 01, 2025Nutun Limited announced that they will report fiscal year 2025 results on Dec 01, 2025分析記事 • Sep 23Lacklustre Performance Is Driving Nutun Limited's (JSE:NTU) 33% Price DropNutun Limited ( JSE:NTU ) shareholders that were waiting for something to happen have been dealt a blow with a 33...New Risk • May 20New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 2.4% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (2.4% operating cash flow to total debt). Earnings have declined by 26% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.8% average weekly change). Market cap is less than US$100m (R1.21b market cap, or US$67.4m).New Risk • May 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 19% per year over the past 5 years. Minor Risks High level of debt (250% net debt to equity). Share price has been volatile over the past 3 months (8.1% average weekly change). Market cap is less than US$100m (R1.37b market cap, or US$75.9m).お知らせ • May 16Nutun Limited to Report First Half, 2025 Results on May 20, 2025Nutun Limited announced that they will report first half, 2025 results on May 20, 2025お知らせ • Jan 28Transaction Capital Limited, Annual General Meeting, Mar 04, 2025Transaction Capital Limited, Annual General Meeting, Mar 04, 2025.New Risk • Dec 30New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: R1.84b (US$97.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (3.6% operating cash flow to total debt). Earnings have declined by 21% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported March 2024 fiscal period end). Market cap is less than US$100m (R1.84b market cap, or US$97.5m).New Risk • Dec 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (3.6% operating cash flow to total debt). Earnings have declined by 21% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported March 2024 fiscal period end). Share price has been volatile over the past 3 months (6.3% average weekly change).お知らせ • Nov 29+ 1 more updateTransaction Capital Limited to Report Fiscal Year 2024 Results on Dec 09, 2024Transaction Capital Limited announced that they will report fiscal year 2024 results on Dec 09, 2024New Risk • Nov 17New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended March 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (3.6% operating cash flow to total debt). Earnings have declined by 21% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported March 2024 fiscal period end). Shareholders have been diluted in the past year (2.8% increase in shares outstanding).Buy Or Sell Opportunity • Oct 08Now 21% undervaluedOver the last 90 days, the stock has risen 7.9% to R3.14. The fair value is estimated to be R3.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Meanwhile, the company became loss making.Price Target Changed • Aug 31Price target decreased by 53% to R2.70Down from R5.69, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of R2.74. The company posted a net loss per share of R1.22 last year.お知らせ • Jun 05Transaction Capital Limited Announces the Retirement of Christopher Seabrooke as an Independent Non-Executive Director, Effective 31 December 2024Transaction Capital Limited announced the retirement of Mr. Christopher Seabrooke as an independent non-executive director, effective 31 December 2024. Before the group's listing, Mr. Seabrooke was appointed to the Board in June 2009 and as independent non-executive Chairman in March 2010. He was instrumental in implementing best practice governance structures which assisted in preparing the group to be listed. Over the years, he has played a critical role in advising the founders, management and the Board in driving the group's strategy.お知らせ • May 16Transaction Capital Limited to Report First Half, 2024 Results on May 21, 2024Transaction Capital Limited announced that they will report first half, 2024 results on May 21, 2024Board Change • May 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 5 highly experienced directors. CFO & Executive Director Sahil Samjowan was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.New Risk • Apr 24New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (21% average weekly change). Earnings have declined by 2.1% per year over the past 5 years. Minor Risks Shareholders have been diluted in the past year (3.3% increase in shares outstanding). Significant insider selling over the past 3 months (R1.0b sold).Price Target Changed • Apr 19Price target decreased by 35% to R7.08Down from R10.83, the current price target is an average from 4 analysts. New target price is 172% above last closing price of R2.60. Stock is down 79% over the past year. The company posted a net loss per share of R1.22 last year.New Risk • Apr 17New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: R1.83b (US$96.3m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (21% average weekly change). Earnings have declined by 2.1% per year over the past 5 years. Minor Risks Significant insider selling over the past 3 months (R1.0b sold). Market cap is less than US$100m (R1.83b market cap, or US$96.3m).お知らせ • Apr 12+ 1 more updateTransaction Capital Limited and Transcapital Investments Limited Announces CFO Changes, Effective from 1 June 2024In accordance with paragraph 3.59 of the JSE Limited ("JSE") Listings Requirements and paragraph 6.39 of the JSE Debt Listings Requirements, shareholders and noteholders are advised of the following restructure of Transaction Capital's board committees and changes in the executive management of Transaction Capital and TransCapital Investments, effective from 1 June 2024. Furthermore, to optimise executive leadership structures and streamline operations, the roles of Chief Investment Officer and Chief Financial Officer will be consolidated into a unified executive position ultimately reporting into the Audit and Risk Committee. Mr. Sahil Samjowan will step down as Chief Financial Officer of Transaction Capital and TransCapital Investments with effect from 1 June 2024. The board also inform shareholders and noteholders of the appointment of Mr. Mark Herskovits, who is an Executive Director of Transaction Capital and TransCapital Investments and presently the group's Chief Investment Officer, into this consolidated position as Chief Financial Officer with effect from 1 June 2024. Mr. Herskovits has been an integral part of the group since 2007, holding various significant leadership roles, most notably Chief Financial Officer from 2014 to 2016 and more recently overseeing SA Taxi's debt restructuring process.New Risk • Apr 11New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South African stocks, typically moving 20% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (20% average weekly change). Earnings have declined by 2.1% per year over the past 5 years. Minor Risk Significant insider selling over the past 3 months (R1.0b sold).Buy Or Sell Opportunity • Apr 11Now 47% undervalued after recent price dropOver the last 90 days, the stock has fallen 51% to R3.61. The fair value is estimated to be R6.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 56% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Feb 17Transaction Capital Limited, Annual General Meeting, Mar 15, 2024Transaction Capital Limited, Annual General Meeting, Mar 15, 2024, at 10:30 South Africa Standard Time.Buy Or Sell Opportunity • Feb 16Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 37% to R9.40. The fair value is estimated to be R7.46, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 56% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Jan 31Transaction Capital Limited, Annual General Meeting, Mar 07, 2024Transaction Capital Limited, Annual General Meeting, Mar 07, 2024, at 09:00 South Africa Standard Time.New Risk • Dec 08New major risk - Revenue and earnings growthEarnings have declined by 2.1% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 2.1% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (10% average weekly change).お知らせ • Nov 30Transaction Capital Limited Provides Earnings Guidance for the Full Year Ended 30 September 2023Transaction Capital Limited provided earnings guidance for the full year ended 30 September 2023. For the year, the company expects total headline loss to be between SAR 792 million to SAR 713 million, 150% to 145%. HLPS to be between 104.3 cents to 93.9 cents, 148% to 143%. Basic loss to be between SAR 966 million to SAR 884 million, 159% to 154%. Basic LPS to be between 127.1 cents to 116.3 cents, 156% to 151%. Core earnings to be between SAR 212 million to SAR 272 million, 83% to 78%. Core EPS to be between 27.9 cents to 36.0 cents, 83% to 78%.New Risk • Nov 26New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended March 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risk Latest financial reports are more than 6 months old (reported March 2023 fiscal period end).New Risk • Nov 24New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South African stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (10% average weekly change).お知らせ • Nov 12Transaction Capital Limited Announces Resignation of Buhle Hanise as Director and Member of the Audit CommitteeTransaction Capital Limited announced that Ms Buhle Hanise will resign as an independent non-executive director of Transaction Capital Limited on 7 March 2024, at the conclusion of the AGM to pursue other interests. Consequently, Ms Hanise will resign as a member of the Audit Committee with effect from 7 March 2024.お知らせ • Nov 10Transaction Capital Limited and TransCapital Investments Limited Announce Executive ChangesTransaction Capital Limited and TransCapital Investments Limited announced the following changes in the leadership, effective from 31 December 2023. Mr. David Hurwitz will step down as chief executive officer (CEO) of Transaction Capital, as a director of all boards and as a member of all committees within the group. David will be available to Transaction Capital for the 2024 calendar year (which will include his notice period) to ensure a smooth handover of his duties. Mr. Jonathan Jawno, a co-founder and executive director of Transaction Capital, will in addition to his role as chairman of SA Taxi, assume the role of CEO of Transaction Capital, with his primary focus on unlocking shareholder value.Buying Opportunity • Sep 18Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 34%. The fair value is estimated to be R5.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 71% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Sep 18Transaction Capital Limited(JSE:TCP) dropped from FTSE All-World Index (USD)Transaction Capital Limited(JSE:TCP) dropped from FTSE All-World Index (USD)お知らせ • Sep 12+ 2 more updatesTransaction Capital Limited to Report Fiscal Year 2023 Results on Dec 05, 2023Transaction Capital Limited announced that they will report fiscal year 2023 results on Dec 05, 2023お知らせ • Sep 08Transaction Capital Limited Announces Board ChangesIn accordance with paragraph 3.59 of the JSE Limited Listings Requirements, shareholders are advised that Mr. Kuben Pillay who is eligible to retire by rotation at Transaction Capital's next annual general meeting ("AGM"), has advised the Board of Directors of the Company ("Board") that he will not be available for re-election, and accordingly will be retiring as an independent non-executive director on 7 March 2024, at the conclusion of the AGM. Consequently, Mr. Pillay will retire as Chairman of the Remuneration Committee, member of the Nominations Committee and member of the Social, Ethics and Sustainability Committee with effect from 7 March 2024. Mr. Pillay was appointed to the Board in August 2016. The Board announced the appointment of Ms Sharon Wapnick as Chairman of the Remuneration Committee with effect from 7 March 2024. Ms Wapnick has been an independent non-executive director since March 2020, and is also a member of the Nominations Committee and the Remuneration Committee. Furthermore, the Board announced the appointment of Ms Albertinah Kekana as a member of the Remuneration Committee with effect from 7 March 2024. Ms Kekana has been an independent non-executive director since April 2021 and is a member of the Social, Ethics and Sustainability Committee.Valuation Update With 7 Day Price Move • May 10Investor sentiment deteriorates as stock falls 39%After last week's 39% share price decline to R7.11, the stock trades at a trailing P/E ratio of 3.2x. Average forward P/E is 9x in the Consumer Finance industry in Africa. Total loss to shareholders of 53% over the past three years.Recent Insider Transactions • Mar 26Independent Non-Executive Director recently bought R1.2m worth of stockOn the 20th of March, Diane C. Radley bought around 110k shares on-market at roughly R10.80 per share. This transaction increased Diane C.'s direct individual holding by 11x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold R44m more in shares than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Mar 14Investor sentiment deteriorates as stock falls 40%After last week's 40% share price decline to R17.67, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 9x in the Consumer Finance industry globally. Total returns to shareholders of 16% over the past three years.Price Target Changed • Feb 10Price target decreased by 14% to R38.50Down from R45.00, the current price target is provided by 1 analyst. New target price is 18% above last closing price of R32.75. Stock is down 29% over the past year. The company is forecast to post earnings per share of R1.53 for next year compared to R2.32 last year.お知らせ • Jan 17Transaction Capital Limited, Annual General Meeting, Mar 09, 2023Transaction Capital Limited, Annual General Meeting, Mar 09, 2023, at 09:00 South Africa Standard Time.Recent Insider Transactions • Dec 26CEO & Executive Director recently sold R51m worth of stockOn the 19th of December, David Hurwitz sold around 2m shares on-market at roughly R31.96 per share. This transaction amounted to 39% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.Recent Insider Transactions Derivative • Dec 15Board Member exercised options and sold R113k worth of stockOn the 7th of December, Mark Herskovits exercised options to acquire 72k shares at no cost and sold these for an average price of -R1.56 per share. This trade did not impact their existing holding. Since September 2022, Mark has owned 1.64m shares directly. Company insiders have collectively bought R11m more than they sold, via options and on-market transactions, in the last 12 months.Upcoming Dividend • Nov 23Upcoming dividend of R0.37 per shareEligible shareholders must have bought the stock before 30 November 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of South African dividend payers (8.4%). Lower than average of industry peers (4.7%).Recent Insider Transactions • Nov 22Insider recently bought R4.7m worth of stockOn the 17th of November, Albertinah Kekana bought around 120k shares on-market at roughly R39.31 per share. This transaction increased Albertinah Kekana's direct individual holding by 15x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.分析記事 • Oct 18Transaction Capital Limited's (JSE:TCP) Popularity With Investors Is Under Threat From OverpricingTransaction Capital Limited's ( JSE:TCP ) price-to-earnings (or "P/E") ratio of 12.6x might make it look like a sell...お知らせ • Sep 22Transaction Capital Limited to Report Fiscal Year 2022 Results on Nov 15, 2022Transaction Capital Limited announced that they will report fiscal year 2022 results on Nov 15, 2022お知らせ • Sep 10Transaction Capital Limited has completed a Follow-on Equity Offering in the amount of ZAR 1.279971 billion.Transaction Capital Limited has completed a Follow-on Equity Offering in the amount of ZAR 1.279971 billion. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 36,055,520 Price\Range: ZAR 35.5 Transaction Features: Regulation S; Subsequent Direct ListingMajor Estimate Revision • Aug 05Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from R1.88 to R1.61. Revenue forecast unchanged from R7.62b at last update. Net income forecast to shrink 42% next year vs 6.1% growth forecast for Consumer Finance industry in South Africa . Consensus price target down from R48.50 to R45.00. Share price was steady at R38.31 over the past week.分析記事 • Jul 26Here's Why We Think Transaction Capital (JSE:TCP) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Major Estimate Revision • Jun 29Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from R5.28b to R7.62b. EPS estimate fell from R1.97 to R1.88. Net income forecast to shrink 34% next year vs 11% growth forecast for Consumer Finance industry in South Africa . Consensus price target of R48.50 unchanged from last update. Share price was steady at R38.31 over the past week.Upcoming Dividend • Jun 01Upcoming dividend of R0.33 per shareEligible shareholders must have bought the stock before 08 June 2022. Payment date: 13 June 2022. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of South African dividend payers (7.9%). Lower than average of industry peers (3.4%).お知らせ • May 10Transaction Capital Limited to Report First Half, 2022 Results on May 18, 2022Transaction Capital Limited announced that they will report first half, 2022 results on May 18, 2022Upcoming Dividend • Nov 24Upcoming dividend of R0.33 per shareEligible shareholders must have bought the stock before 01 December 2021. Payment date: 06 December 2021. Trailing yield: 1.6%. Lower than top quartile of South African dividend payers (7.6%). Lower than average of industry peers (3.3%).Executive Departure • Oct 07Independent Non-Executive Director Phumzile Langeni has left the companyOn the 30th of September, Phumzile Langeni's tenure as Independent Non-Executive Director ended after 12.3 years in the role. We don't have any record of a personal shareholding under Phumzile's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 2.33 years.Price Target Changed • Aug 07Price target increased to R34.40Up from R31.03, the current price target is an average from 3 analysts. New target price is 8.5% below last closing price of R37.60. Stock is up 111% over the past year.Upcoming Dividend • May 26Upcoming dividend of R0.19 per shareEligible shareholders must have bought the stock before 02 June 2021. Payment date: 07 June 2021. Trailing yield: 1.1%. Lower than top quartile of South African dividend payers (7.6%). Lower than average of industry peers (3.3%).Price Target Changed • Apr 08Price target increased to R30.23Up from R26.33, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of R30.19. Stock is up 97% over the past year.Recent Insider Transactions • Mar 26CEO & Executive Director recently sold R24m worth of stockOn the 25th of March, David Hurwitz sold around 830k shares on-market at roughly R29.51 per share. This was the largest sale by an insider in the last 3 months. David has been a seller over the last 12 months, reducing personal holdings by R42m.Is New 90 Day High Low • Feb 26New 90-day high: R26.60The company is up 12% from its price of R23.72 on 27 November 2020. The South African market is up 14% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Finance industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is R2.23 per share.Is New 90 Day High Low • Feb 10New 90-day high: R26.17The company is up 24% from its price of R21.05 on 12 November 2020. The South African market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Finance industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is R1.79 per share.Price Target Changed • Jan 27Price target raised to R25.23Up from R23.42, the current price target is provided by 1 analyst. The new target price is close to the current share price of R24.18. As of last close, the stock is up 1.0% over the past year.お知らせ • Jan 20Transaction Capital Limited, Annual General Meeting, Mar 05, 2021Transaction Capital Limited, Annual General Meeting, Mar 05, 2021, at 09:00 South Africa Standard Time. Agenda: To transact the business.Recent Insider Transactions • Nov 27CEO & Executive Director recently sold R11m worth of stockOn the 25th of November, David Hurwitz sold around 450k shares on-market at roughly R23.54 per share. This was the largest sale by an insider in the last 3 months. David has been a seller over the last 12 months, reducing personal holdings by R17m.Is New 90 Day High Low • Nov 25New 90-day high: R23.50The company is up 32% from its price of R17.86 on 27 August 2020. The South African market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Finance industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is R1.41 per share.Analyst Estimate Surprise Post Earnings • Nov 25Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 15%. Earnings per share (EPS) missed analyst estimates by 31%. Over the next year, revenue is forecast to grow 19%, compared to a 83% growth forecast for the Consumer Finance industry in South Africa.お知らせ • Nov 25Transaction Capital Limited Not to Pay Dividend for the Year Ended 30 September 2020Transaction Capital Limited announced that in view of the impact of COVID-19, and to ensure financial capacity and flexibility, the board has opted to retain capital and not to pay a dividend for the year ended 30 September 2020.Is New 90 Day High Low • Oct 15New 90-day high: R22.40The company is up 13% from its price of R19.80 on 17 July 2020. The South African market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Finance industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is R3.26 per share.お知らせ • Oct 11Transaction Capital Limited Announces Management Changes, with Effect from 1 November 2020Transaction Capital Limited announced the appointment of Mr. Ian Kirk and Dr. Suresh Kana as independent non-executive directors with effect from 1 November 2020. Mr. Kirk is a finance and insurance industry specialist, who has operated at an executive, chairman and non-executive director level at listed and non-listed entities, including industry associations such as South African Insurance Association and the Association of Savings & Investment South Africa. Prior to this he has served as CEO at Santam and Capital Alliance Holdings, as well as deputy-CEO of Liberty Group. Dr. Kana is a finance industry specialist, who too has operated at an executive, chairman and non-executive director level at listed and non-listed entities. He currently chairs the Murray & Roberts Holdings Limited board, and is the lead independent non-executive director of the JSE Ltd. Further to the appointments, changes to the Board committee composition will take effect from 1 November 2020: Mr. Seabrooke will resign as a member of the Audit, Risk and Compliance committee ("ARC"); Mr. Pillay will resign as lead independent director of the Board; Ms Hanise will resign as a member of the Asset and Liability committee ("ALCO"); Mr. Kirk will be appointed as a member of the ARC, ALCO and Remuneration committee; Dr. Kana will be appointed as lead independent director of the Board, chairman of the ALCO, member of the Nominations Committee, member of the ARC and member Social and Ethics committee; and Ms. Wapnick will be appointed as a member of the Nominations committee. The Board also announced that with effect from 1 November 2020, Ms. Theresa Palos will step down as company secretary to focus on her broader strategic role across the group and the appointment of Ms. Sharon Nayger as company secretary with effect from 1 November 2020. Ms. Nayger is an admitted attorney having obtained her BA LLB degree from the University of the Witwatersrand in 1993. Ms Nayger has also been appointed as company secretary to TransCapital Investments Limited with effect from 1 November 2020.Price Target Changed • Oct 10Price target raised to R19.82Up from R18.13, the current price target is an average from 2 analysts. The new target price is 5.1% below the current share price of R20.89. As of last close, the stock is down 5.6% over the past year.Major Estimate Revision • Oct 10Analysts update estimatesThe 2020 consensus earning per share (EPS) estimate was lowered from R1.07 to R0.45. No change was made to the revenue estimate which at the last update was R4.04b. Net income is expected to shrink by 19% next year compared to 3.1% growth forecast for the Consumer Finance industry in South Africa . The consensus price target increased from R18.13 to R19.82. Share price is down by 2.5% to R20.89 over the past week.お知らせ • Jul 23Public Investment Corporation Limited acquired an unknown minority stake in Transaction Capital Limited (JSE:TCP).Public Investment Corporation Limited acquired an unknown minority stake in Transaction Capital Limited (JSE:TCP) on July 22, 2020. As a result of this transaction, Public Investment Corporation Limited now holds 15.03% stake in the total issued ordinary shares of Transaction Capital Limited. Rand Merchant Bank acted as financial advisor to Transaction Capital Limited . Public Investment Corporation Limited completed the acquisition of an unknown minority stake in Transaction Capital Limited (JSE:TCP) on July 22, 2020.お知らせ • Jun 19Transaction Capital Limited has completed a Follow-on Equity Offering in the amount of ZAR 559.740345 million.Transaction Capital Limited has completed a Follow-on Equity Offering in the amount of ZAR 559.740345 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 30,754,964 Price\Range: ZAR 18.2 Transaction Features: Regulation S; Subsequent Direct Listing株主還元NTUZA Professional ServicesZA 市場7D-2.0%5.1%-0.8%1Y-23.4%-21.6%17.8%株主還元を見る業界別リターン: NTU過去 1 年間で-21.6 % の収益を上げたZA Professional Services業界を下回りました。リターン対市場: NTUは、過去 1 年間で17.8 % のリターンを上げたZA市場を下回りました。価格変動Is NTU's price volatile compared to industry and market?NTU volatilityNTU Average Weekly Movement7.3%Professional Services Industry Average Movement6.1%Market Average Movement5.0%10% most volatile stocks in ZA Market10.6%10% least volatile stocks in ZA Market3.5%安定した株価: NTUの株価は、 ZA市場と比較して過去 3 か月間で変動しています。時間の経過による変動: NTUの weekly volatility ( 7% ) は過去 1 年間安定していますが、依然としてZAの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1958n/aRuben Moggeewww.nutun.comヌトゥン・リミテッドは子会社のヌトゥン・ホールディングス・プロプライエタリー・リミテッドを通じて、南アフリカ、オーストラリア、英国、米国でビジネス・プロセス・アウトソーシング・ソリューション（BPO）を提供している。同社はカスタマー・エクスペリエンスとクレジット・ライフサイクルのBPOソリューション、インバウンド・アウトバウンドのコールセンター・サービスを提供している。前身はトランザクション・キャピタル社で、2025年3月に社名をヌトゥン・リミテッドに変更。ヌトゥン・リミテッドは2002年に設立され、本社は南アフリカのサントンにある。もっと見るNutun Limited 基礎のまとめNutun の収益と売上を時価総額と比較するとどうか。NTU 基礎統計学時価総額R768.63m収益（TTM）-R54.00m売上高(TTM)R1.40b0.5xP/Sレシオ-14.2xPER（株価収益率NTU 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NTU 損益計算書（TTM）収益R1.40b売上原価R772.00m売上総利益R629.00mその他の費用R683.00m収益-R54.00m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）-0.069グロス・マージン44.90%純利益率-3.85%有利子負債／自己資本比率302.2%NTU の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 09:52終値2026/05/22 00:00収益2026/03/31年間収益2025/09/30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本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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Nutun Limited 0 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。5 アナリスト機関Bankole UboguBofA Global ResearchKeamogetse KonopiCitigroup IncStefan SwanepoelDeutsche Bank2 その他のアナリストを表示
Reported Earnings • May 19First half 2026 earnings releasedFirst half 2026 results: Revenue: R711.0m (down 4.6% from 1H 2025). Net loss: R63.0m (loss narrowed 48% from 1H 2025).
お知らせ • May 14Nutun Limited to Report First Half, 2026 Results on May 18, 2026Nutun Limited announced that they will report first half, 2026 results on May 18, 2026
New Risk • Apr 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 17% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.3% average weekly change). Market cap is less than US$100m (R878.4m market cap, or US$53.0m).
お知らせ • Jan 30+ 1 more updateNutun Limited, Annual General Meeting, Mar 12, 2026Nutun Limited, Annual General Meeting, Mar 12, 2026.
分析記事 • Dec 06There's No Escaping Nutun Limited's (JSE:NTU) Muted Revenues Despite A 31% Share Price RiseNutun Limited ( JSE:NTU ) shares have had a really impressive month, gaining 31% after a shaky period beforehand...
Recent Insider Transactions • Dec 05Co-Founder recently bought R42m worth of stockOn the 1st of December, Jonathan Jawno bought around 53m shares on-market at roughly R0.80 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Jonathan has been a buyer over the last 12 months, purchasing a net total of R76m worth in shares.
Reported Earnings • May 19First half 2026 earnings releasedFirst half 2026 results: Revenue: R711.0m (down 4.6% from 1H 2025). Net loss: R63.0m (loss narrowed 48% from 1H 2025).
お知らせ • May 14Nutun Limited to Report First Half, 2026 Results on May 18, 2026Nutun Limited announced that they will report first half, 2026 results on May 18, 2026
New Risk • Apr 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 17% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.3% average weekly change). Market cap is less than US$100m (R878.4m market cap, or US$53.0m).
お知らせ • Jan 30+ 1 more updateNutun Limited, Annual General Meeting, Mar 12, 2026Nutun Limited, Annual General Meeting, Mar 12, 2026.
分析記事 • Dec 06There's No Escaping Nutun Limited's (JSE:NTU) Muted Revenues Despite A 31% Share Price RiseNutun Limited ( JSE:NTU ) shares have had a really impressive month, gaining 31% after a shaky period beforehand...
Recent Insider Transactions • Dec 05Co-Founder recently bought R42m worth of stockOn the 1st of December, Jonathan Jawno bought around 53m shares on-market at roughly R0.80 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Jonathan has been a buyer over the last 12 months, purchasing a net total of R76m worth in shares.
New Risk • Dec 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 17% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.1% average weekly change). Market cap is less than US$100m (R909.8m market cap, or US$53.6m).
お知らせ • Dec 03+ 1 more updateNutun Limited Appoints Rob Amoils and Ruben Moggee as Joint CEO's, Effective 1 January 2026Nutun Limited announced Rob Amoils, the CEO of Nutun South Africa, and Ruben Moggee, the CEO of Nutun International, will be appointed to the Board as joint CEO's on 1 January 2026.
分析記事 • Dec 03Is Nutun (JSE:NTU) Using Debt In A Risky Way?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Dec 02Full year 2025 earnings released: R0.14 loss per share (vs R0.19 loss in FY 2024)Full year 2025 results: R0.14 loss per share (improved from R0.19 loss in FY 2024). Revenue: R1.44b (down 2.8% from FY 2024). Net loss: R113.0m (loss narrowed 23% from FY 2024).
お知らせ • Nov 27Nutun Limited to Report Fiscal Year 2025 Results on Dec 01, 2025Nutun Limited announced that they will report fiscal year 2025 results on Dec 01, 2025
分析記事 • Sep 23Lacklustre Performance Is Driving Nutun Limited's (JSE:NTU) 33% Price DropNutun Limited ( JSE:NTU ) shareholders that were waiting for something to happen have been dealt a blow with a 33...
New Risk • May 20New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 2.4% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (2.4% operating cash flow to total debt). Earnings have declined by 26% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.8% average weekly change). Market cap is less than US$100m (R1.21b market cap, or US$67.4m).
New Risk • May 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 19% per year over the past 5 years. Minor Risks High level of debt (250% net debt to equity). Share price has been volatile over the past 3 months (8.1% average weekly change). Market cap is less than US$100m (R1.37b market cap, or US$75.9m).
お知らせ • May 16Nutun Limited to Report First Half, 2025 Results on May 20, 2025Nutun Limited announced that they will report first half, 2025 results on May 20, 2025
お知らせ • Jan 28Transaction Capital Limited, Annual General Meeting, Mar 04, 2025Transaction Capital Limited, Annual General Meeting, Mar 04, 2025.
New Risk • Dec 30New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: R1.84b (US$97.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (3.6% operating cash flow to total debt). Earnings have declined by 21% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported March 2024 fiscal period end). Market cap is less than US$100m (R1.84b market cap, or US$97.5m).
New Risk • Dec 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (3.6% operating cash flow to total debt). Earnings have declined by 21% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported March 2024 fiscal period end). Share price has been volatile over the past 3 months (6.3% average weekly change).
お知らせ • Nov 29+ 1 more updateTransaction Capital Limited to Report Fiscal Year 2024 Results on Dec 09, 2024Transaction Capital Limited announced that they will report fiscal year 2024 results on Dec 09, 2024
New Risk • Nov 17New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended March 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (3.6% operating cash flow to total debt). Earnings have declined by 21% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported March 2024 fiscal period end). Shareholders have been diluted in the past year (2.8% increase in shares outstanding).
Buy Or Sell Opportunity • Oct 08Now 21% undervaluedOver the last 90 days, the stock has risen 7.9% to R3.14. The fair value is estimated to be R3.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Meanwhile, the company became loss making.
Price Target Changed • Aug 31Price target decreased by 53% to R2.70Down from R5.69, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of R2.74. The company posted a net loss per share of R1.22 last year.
お知らせ • Jun 05Transaction Capital Limited Announces the Retirement of Christopher Seabrooke as an Independent Non-Executive Director, Effective 31 December 2024Transaction Capital Limited announced the retirement of Mr. Christopher Seabrooke as an independent non-executive director, effective 31 December 2024. Before the group's listing, Mr. Seabrooke was appointed to the Board in June 2009 and as independent non-executive Chairman in March 2010. He was instrumental in implementing best practice governance structures which assisted in preparing the group to be listed. Over the years, he has played a critical role in advising the founders, management and the Board in driving the group's strategy.
お知らせ • May 16Transaction Capital Limited to Report First Half, 2024 Results on May 21, 2024Transaction Capital Limited announced that they will report first half, 2024 results on May 21, 2024
Board Change • May 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 5 highly experienced directors. CFO & Executive Director Sahil Samjowan was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
New Risk • Apr 24New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (21% average weekly change). Earnings have declined by 2.1% per year over the past 5 years. Minor Risks Shareholders have been diluted in the past year (3.3% increase in shares outstanding). Significant insider selling over the past 3 months (R1.0b sold).
Price Target Changed • Apr 19Price target decreased by 35% to R7.08Down from R10.83, the current price target is an average from 4 analysts. New target price is 172% above last closing price of R2.60. Stock is down 79% over the past year. The company posted a net loss per share of R1.22 last year.
New Risk • Apr 17New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: R1.83b (US$96.3m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (21% average weekly change). Earnings have declined by 2.1% per year over the past 5 years. Minor Risks Significant insider selling over the past 3 months (R1.0b sold). Market cap is less than US$100m (R1.83b market cap, or US$96.3m).
お知らせ • Apr 12+ 1 more updateTransaction Capital Limited and Transcapital Investments Limited Announces CFO Changes, Effective from 1 June 2024In accordance with paragraph 3.59 of the JSE Limited ("JSE") Listings Requirements and paragraph 6.39 of the JSE Debt Listings Requirements, shareholders and noteholders are advised of the following restructure of Transaction Capital's board committees and changes in the executive management of Transaction Capital and TransCapital Investments, effective from 1 June 2024. Furthermore, to optimise executive leadership structures and streamline operations, the roles of Chief Investment Officer and Chief Financial Officer will be consolidated into a unified executive position ultimately reporting into the Audit and Risk Committee. Mr. Sahil Samjowan will step down as Chief Financial Officer of Transaction Capital and TransCapital Investments with effect from 1 June 2024. The board also inform shareholders and noteholders of the appointment of Mr. Mark Herskovits, who is an Executive Director of Transaction Capital and TransCapital Investments and presently the group's Chief Investment Officer, into this consolidated position as Chief Financial Officer with effect from 1 June 2024. Mr. Herskovits has been an integral part of the group since 2007, holding various significant leadership roles, most notably Chief Financial Officer from 2014 to 2016 and more recently overseeing SA Taxi's debt restructuring process.
New Risk • Apr 11New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South African stocks, typically moving 20% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (20% average weekly change). Earnings have declined by 2.1% per year over the past 5 years. Minor Risk Significant insider selling over the past 3 months (R1.0b sold).
Buy Or Sell Opportunity • Apr 11Now 47% undervalued after recent price dropOver the last 90 days, the stock has fallen 51% to R3.61. The fair value is estimated to be R6.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 56% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Feb 17Transaction Capital Limited, Annual General Meeting, Mar 15, 2024Transaction Capital Limited, Annual General Meeting, Mar 15, 2024, at 10:30 South Africa Standard Time.
Buy Or Sell Opportunity • Feb 16Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 37% to R9.40. The fair value is estimated to be R7.46, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 56% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Jan 31Transaction Capital Limited, Annual General Meeting, Mar 07, 2024Transaction Capital Limited, Annual General Meeting, Mar 07, 2024, at 09:00 South Africa Standard Time.
New Risk • Dec 08New major risk - Revenue and earnings growthEarnings have declined by 2.1% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 2.1% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (10% average weekly change).
お知らせ • Nov 30Transaction Capital Limited Provides Earnings Guidance for the Full Year Ended 30 September 2023Transaction Capital Limited provided earnings guidance for the full year ended 30 September 2023. For the year, the company expects total headline loss to be between SAR 792 million to SAR 713 million, 150% to 145%. HLPS to be between 104.3 cents to 93.9 cents, 148% to 143%. Basic loss to be between SAR 966 million to SAR 884 million, 159% to 154%. Basic LPS to be between 127.1 cents to 116.3 cents, 156% to 151%. Core earnings to be between SAR 212 million to SAR 272 million, 83% to 78%. Core EPS to be between 27.9 cents to 36.0 cents, 83% to 78%.
New Risk • Nov 26New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended March 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risk Latest financial reports are more than 6 months old (reported March 2023 fiscal period end).
New Risk • Nov 24New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South African stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (10% average weekly change).
お知らせ • Nov 12Transaction Capital Limited Announces Resignation of Buhle Hanise as Director and Member of the Audit CommitteeTransaction Capital Limited announced that Ms Buhle Hanise will resign as an independent non-executive director of Transaction Capital Limited on 7 March 2024, at the conclusion of the AGM to pursue other interests. Consequently, Ms Hanise will resign as a member of the Audit Committee with effect from 7 March 2024.
お知らせ • Nov 10Transaction Capital Limited and TransCapital Investments Limited Announce Executive ChangesTransaction Capital Limited and TransCapital Investments Limited announced the following changes in the leadership, effective from 31 December 2023. Mr. David Hurwitz will step down as chief executive officer (CEO) of Transaction Capital, as a director of all boards and as a member of all committees within the group. David will be available to Transaction Capital for the 2024 calendar year (which will include his notice period) to ensure a smooth handover of his duties. Mr. Jonathan Jawno, a co-founder and executive director of Transaction Capital, will in addition to his role as chairman of SA Taxi, assume the role of CEO of Transaction Capital, with his primary focus on unlocking shareholder value.
Buying Opportunity • Sep 18Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 34%. The fair value is estimated to be R5.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 71% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Sep 18Transaction Capital Limited(JSE:TCP) dropped from FTSE All-World Index (USD)Transaction Capital Limited(JSE:TCP) dropped from FTSE All-World Index (USD)
お知らせ • Sep 12+ 2 more updatesTransaction Capital Limited to Report Fiscal Year 2023 Results on Dec 05, 2023Transaction Capital Limited announced that they will report fiscal year 2023 results on Dec 05, 2023
お知らせ • Sep 08Transaction Capital Limited Announces Board ChangesIn accordance with paragraph 3.59 of the JSE Limited Listings Requirements, shareholders are advised that Mr. Kuben Pillay who is eligible to retire by rotation at Transaction Capital's next annual general meeting ("AGM"), has advised the Board of Directors of the Company ("Board") that he will not be available for re-election, and accordingly will be retiring as an independent non-executive director on 7 March 2024, at the conclusion of the AGM. Consequently, Mr. Pillay will retire as Chairman of the Remuneration Committee, member of the Nominations Committee and member of the Social, Ethics and Sustainability Committee with effect from 7 March 2024. Mr. Pillay was appointed to the Board in August 2016. The Board announced the appointment of Ms Sharon Wapnick as Chairman of the Remuneration Committee with effect from 7 March 2024. Ms Wapnick has been an independent non-executive director since March 2020, and is also a member of the Nominations Committee and the Remuneration Committee. Furthermore, the Board announced the appointment of Ms Albertinah Kekana as a member of the Remuneration Committee with effect from 7 March 2024. Ms Kekana has been an independent non-executive director since April 2021 and is a member of the Social, Ethics and Sustainability Committee.
Valuation Update With 7 Day Price Move • May 10Investor sentiment deteriorates as stock falls 39%After last week's 39% share price decline to R7.11, the stock trades at a trailing P/E ratio of 3.2x. Average forward P/E is 9x in the Consumer Finance industry in Africa. Total loss to shareholders of 53% over the past three years.
Recent Insider Transactions • Mar 26Independent Non-Executive Director recently bought R1.2m worth of stockOn the 20th of March, Diane C. Radley bought around 110k shares on-market at roughly R10.80 per share. This transaction increased Diane C.'s direct individual holding by 11x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold R44m more in shares than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Mar 14Investor sentiment deteriorates as stock falls 40%After last week's 40% share price decline to R17.67, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 9x in the Consumer Finance industry globally. Total returns to shareholders of 16% over the past three years.
Price Target Changed • Feb 10Price target decreased by 14% to R38.50Down from R45.00, the current price target is provided by 1 analyst. New target price is 18% above last closing price of R32.75. Stock is down 29% over the past year. The company is forecast to post earnings per share of R1.53 for next year compared to R2.32 last year.
お知らせ • Jan 17Transaction Capital Limited, Annual General Meeting, Mar 09, 2023Transaction Capital Limited, Annual General Meeting, Mar 09, 2023, at 09:00 South Africa Standard Time.
Recent Insider Transactions • Dec 26CEO & Executive Director recently sold R51m worth of stockOn the 19th of December, David Hurwitz sold around 2m shares on-market at roughly R31.96 per share. This transaction amounted to 39% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.
Recent Insider Transactions Derivative • Dec 15Board Member exercised options and sold R113k worth of stockOn the 7th of December, Mark Herskovits exercised options to acquire 72k shares at no cost and sold these for an average price of -R1.56 per share. This trade did not impact their existing holding. Since September 2022, Mark has owned 1.64m shares directly. Company insiders have collectively bought R11m more than they sold, via options and on-market transactions, in the last 12 months.
Upcoming Dividend • Nov 23Upcoming dividend of R0.37 per shareEligible shareholders must have bought the stock before 30 November 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of South African dividend payers (8.4%). Lower than average of industry peers (4.7%).
Recent Insider Transactions • Nov 22Insider recently bought R4.7m worth of stockOn the 17th of November, Albertinah Kekana bought around 120k shares on-market at roughly R39.31 per share. This transaction increased Albertinah Kekana's direct individual holding by 15x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
分析記事 • Oct 18Transaction Capital Limited's (JSE:TCP) Popularity With Investors Is Under Threat From OverpricingTransaction Capital Limited's ( JSE:TCP ) price-to-earnings (or "P/E") ratio of 12.6x might make it look like a sell...
お知らせ • Sep 22Transaction Capital Limited to Report Fiscal Year 2022 Results on Nov 15, 2022Transaction Capital Limited announced that they will report fiscal year 2022 results on Nov 15, 2022
お知らせ • Sep 10Transaction Capital Limited has completed a Follow-on Equity Offering in the amount of ZAR 1.279971 billion.Transaction Capital Limited has completed a Follow-on Equity Offering in the amount of ZAR 1.279971 billion. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 36,055,520 Price\Range: ZAR 35.5 Transaction Features: Regulation S; Subsequent Direct Listing
Major Estimate Revision • Aug 05Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from R1.88 to R1.61. Revenue forecast unchanged from R7.62b at last update. Net income forecast to shrink 42% next year vs 6.1% growth forecast for Consumer Finance industry in South Africa . Consensus price target down from R48.50 to R45.00. Share price was steady at R38.31 over the past week.
分析記事 • Jul 26Here's Why We Think Transaction Capital (JSE:TCP) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Major Estimate Revision • Jun 29Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from R5.28b to R7.62b. EPS estimate fell from R1.97 to R1.88. Net income forecast to shrink 34% next year vs 11% growth forecast for Consumer Finance industry in South Africa . Consensus price target of R48.50 unchanged from last update. Share price was steady at R38.31 over the past week.
Upcoming Dividend • Jun 01Upcoming dividend of R0.33 per shareEligible shareholders must have bought the stock before 08 June 2022. Payment date: 13 June 2022. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of South African dividend payers (7.9%). Lower than average of industry peers (3.4%).
お知らせ • May 10Transaction Capital Limited to Report First Half, 2022 Results on May 18, 2022Transaction Capital Limited announced that they will report first half, 2022 results on May 18, 2022
Upcoming Dividend • Nov 24Upcoming dividend of R0.33 per shareEligible shareholders must have bought the stock before 01 December 2021. Payment date: 06 December 2021. Trailing yield: 1.6%. Lower than top quartile of South African dividend payers (7.6%). Lower than average of industry peers (3.3%).
Executive Departure • Oct 07Independent Non-Executive Director Phumzile Langeni has left the companyOn the 30th of September, Phumzile Langeni's tenure as Independent Non-Executive Director ended after 12.3 years in the role. We don't have any record of a personal shareholding under Phumzile's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 2.33 years.
Price Target Changed • Aug 07Price target increased to R34.40Up from R31.03, the current price target is an average from 3 analysts. New target price is 8.5% below last closing price of R37.60. Stock is up 111% over the past year.
Upcoming Dividend • May 26Upcoming dividend of R0.19 per shareEligible shareholders must have bought the stock before 02 June 2021. Payment date: 07 June 2021. Trailing yield: 1.1%. Lower than top quartile of South African dividend payers (7.6%). Lower than average of industry peers (3.3%).
Price Target Changed • Apr 08Price target increased to R30.23Up from R26.33, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of R30.19. Stock is up 97% over the past year.
Recent Insider Transactions • Mar 26CEO & Executive Director recently sold R24m worth of stockOn the 25th of March, David Hurwitz sold around 830k shares on-market at roughly R29.51 per share. This was the largest sale by an insider in the last 3 months. David has been a seller over the last 12 months, reducing personal holdings by R42m.
Is New 90 Day High Low • Feb 26New 90-day high: R26.60The company is up 12% from its price of R23.72 on 27 November 2020. The South African market is up 14% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Finance industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is R2.23 per share.
Is New 90 Day High Low • Feb 10New 90-day high: R26.17The company is up 24% from its price of R21.05 on 12 November 2020. The South African market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Finance industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is R1.79 per share.
Price Target Changed • Jan 27Price target raised to R25.23Up from R23.42, the current price target is provided by 1 analyst. The new target price is close to the current share price of R24.18. As of last close, the stock is up 1.0% over the past year.
お知らせ • Jan 20Transaction Capital Limited, Annual General Meeting, Mar 05, 2021Transaction Capital Limited, Annual General Meeting, Mar 05, 2021, at 09:00 South Africa Standard Time. Agenda: To transact the business.
Recent Insider Transactions • Nov 27CEO & Executive Director recently sold R11m worth of stockOn the 25th of November, David Hurwitz sold around 450k shares on-market at roughly R23.54 per share. This was the largest sale by an insider in the last 3 months. David has been a seller over the last 12 months, reducing personal holdings by R17m.
Is New 90 Day High Low • Nov 25New 90-day high: R23.50The company is up 32% from its price of R17.86 on 27 August 2020. The South African market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Finance industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is R1.41 per share.
Analyst Estimate Surprise Post Earnings • Nov 25Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 15%. Earnings per share (EPS) missed analyst estimates by 31%. Over the next year, revenue is forecast to grow 19%, compared to a 83% growth forecast for the Consumer Finance industry in South Africa.
お知らせ • Nov 25Transaction Capital Limited Not to Pay Dividend for the Year Ended 30 September 2020Transaction Capital Limited announced that in view of the impact of COVID-19, and to ensure financial capacity and flexibility, the board has opted to retain capital and not to pay a dividend for the year ended 30 September 2020.
Is New 90 Day High Low • Oct 15New 90-day high: R22.40The company is up 13% from its price of R19.80 on 17 July 2020. The South African market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Finance industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is R3.26 per share.
お知らせ • Oct 11Transaction Capital Limited Announces Management Changes, with Effect from 1 November 2020Transaction Capital Limited announced the appointment of Mr. Ian Kirk and Dr. Suresh Kana as independent non-executive directors with effect from 1 November 2020. Mr. Kirk is a finance and insurance industry specialist, who has operated at an executive, chairman and non-executive director level at listed and non-listed entities, including industry associations such as South African Insurance Association and the Association of Savings & Investment South Africa. Prior to this he has served as CEO at Santam and Capital Alliance Holdings, as well as deputy-CEO of Liberty Group. Dr. Kana is a finance industry specialist, who too has operated at an executive, chairman and non-executive director level at listed and non-listed entities. He currently chairs the Murray & Roberts Holdings Limited board, and is the lead independent non-executive director of the JSE Ltd. Further to the appointments, changes to the Board committee composition will take effect from 1 November 2020: Mr. Seabrooke will resign as a member of the Audit, Risk and Compliance committee ("ARC"); Mr. Pillay will resign as lead independent director of the Board; Ms Hanise will resign as a member of the Asset and Liability committee ("ALCO"); Mr. Kirk will be appointed as a member of the ARC, ALCO and Remuneration committee; Dr. Kana will be appointed as lead independent director of the Board, chairman of the ALCO, member of the Nominations Committee, member of the ARC and member Social and Ethics committee; and Ms. Wapnick will be appointed as a member of the Nominations committee. The Board also announced that with effect from 1 November 2020, Ms. Theresa Palos will step down as company secretary to focus on her broader strategic role across the group and the appointment of Ms. Sharon Nayger as company secretary with effect from 1 November 2020. Ms. Nayger is an admitted attorney having obtained her BA LLB degree from the University of the Witwatersrand in 1993. Ms Nayger has also been appointed as company secretary to TransCapital Investments Limited with effect from 1 November 2020.
Price Target Changed • Oct 10Price target raised to R19.82Up from R18.13, the current price target is an average from 2 analysts. The new target price is 5.1% below the current share price of R20.89. As of last close, the stock is down 5.6% over the past year.
Major Estimate Revision • Oct 10Analysts update estimatesThe 2020 consensus earning per share (EPS) estimate was lowered from R1.07 to R0.45. No change was made to the revenue estimate which at the last update was R4.04b. Net income is expected to shrink by 19% next year compared to 3.1% growth forecast for the Consumer Finance industry in South Africa . The consensus price target increased from R18.13 to R19.82. Share price is down by 2.5% to R20.89 over the past week.
お知らせ • Jul 23Public Investment Corporation Limited acquired an unknown minority stake in Transaction Capital Limited (JSE:TCP).Public Investment Corporation Limited acquired an unknown minority stake in Transaction Capital Limited (JSE:TCP) on July 22, 2020. As a result of this transaction, Public Investment Corporation Limited now holds 15.03% stake in the total issued ordinary shares of Transaction Capital Limited. Rand Merchant Bank acted as financial advisor to Transaction Capital Limited . Public Investment Corporation Limited completed the acquisition of an unknown minority stake in Transaction Capital Limited (JSE:TCP) on July 22, 2020.
お知らせ • Jun 19Transaction Capital Limited has completed a Follow-on Equity Offering in the amount of ZAR 559.740345 million.Transaction Capital Limited has completed a Follow-on Equity Offering in the amount of ZAR 559.740345 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 30,754,964 Price\Range: ZAR 18.2 Transaction Features: Regulation S; Subsequent Direct Listing
