View Future GrowthBalwin Properties 過去の業績過去 基準チェック /36Balwin Propertiesの収益は年間平均-13.4%の割合で減少していますが、 Consumer Durables業界の収益は年間 増加しています。収益は年間2.6% 6.3%割合で 減少しています。 Balwin Propertiesの自己資本利益率は5.6%であり、純利益率は9.1%です。主要情報-13.41%収益成長率-13.33%EPS成長率Consumer Durables 業界の成長9.93%収益成長率-6.31%株主資本利益率5.56%ネット・マージン9.11%前回の決算情報28 Feb 2026最近の業績更新分析記事 • May 19Balwin Properties' (JSE:BWN) Profits Appear To Have Quality IssuesBalwin Properties Limited ( JSE:BWN ) just released a solid earnings report, and the stock displayed some strength...Reported Earnings • May 12Full year 2026 earnings released: EPS: R0.52 (vs R0.50 in FY 2025)Full year 2026 results: EPS: R0.52 (up from R0.50 in FY 2025). Revenue: R2.69b (up 21% from FY 2025). Net income: R245.3m (up 5.4% from FY 2025). Profit margin: 9.1% (down from 11% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • May 06Balwin Properties Limited to Report Fiscal Year 2026 Results on May 11, 2026Balwin Properties Limited announced that they will report fiscal year 2026 results on May 11, 2026Reported Earnings • Oct 31First half 2026 earnings released: EPS: R0.21 (vs R0.16 in 1H 2025)First half 2026 results: EPS: R0.21 (up from R0.16 in 1H 2025). Revenue: R1.22b (up 44% from 1H 2025). Net income: R97.9m (up 28% from 1H 2025). Profit margin: 8.0% (down from 9.0% in 1H 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Oct 21Balwin Properties Limited to Report First Half, 2026 Results on Oct 28, 2025Balwin Properties Limited announced that they will report first half, 2026 results on Oct 28, 2025Reported Earnings • May 13Full year 2025 earnings released: EPS: R49.74 (vs R0.46 in FY 2024)Full year 2025 results: EPS: R49.74 (up from R0.46 in FY 2024). Revenue: R2.22b (down 5.7% from FY 2024). Net income: R232.7m (up 7.9% from FY 2024). Profit margin: 11% (up from 9.2% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 165% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.すべての更新を表示Recent updates分析記事 • May 19Balwin Properties' (JSE:BWN) Profits Appear To Have Quality IssuesBalwin Properties Limited ( JSE:BWN ) just released a solid earnings report, and the stock displayed some strength...お知らせ • May 13Balwin Properties Limited, Annual General Meeting, Aug 20, 2026Balwin Properties Limited, Annual General Meeting, Aug 20, 2026.Reported Earnings • May 12Full year 2026 earnings released: EPS: R0.52 (vs R0.50 in FY 2025)Full year 2026 results: EPS: R0.52 (up from R0.50 in FY 2025). Revenue: R2.69b (up 21% from FY 2025). Net income: R245.3m (up 5.4% from FY 2025). Profit margin: 9.1% (down from 11% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • May 06Balwin Properties Limited to Report Fiscal Year 2026 Results on May 11, 2026Balwin Properties Limited announced that they will report fiscal year 2026 results on May 11, 2026New Risk • Apr 08New 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 11% 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 (R1.47b market cap, or US$87.5m).Valuation Update With 7 Day Price Move • Jan 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to R3.40, the stock trades at a trailing P/E ratio of 6.3x. Average trailing P/E is 16x in the Consumer Durables industry globally. Total returns to shareholders of 16% over the past three years.分析記事 • Jan 13Returns On Capital At Balwin Properties (JSE:BWN) Paint A Concerning PictureDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...Reported Earnings • Oct 31First half 2026 earnings released: EPS: R0.21 (vs R0.16 in 1H 2025)First half 2026 results: EPS: R0.21 (up from R0.16 in 1H 2025). Revenue: R1.22b (up 44% from 1H 2025). Net income: R97.9m (up 28% from 1H 2025). Profit margin: 8.0% (down from 9.0% in 1H 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Oct 21Balwin Properties Limited to Report First Half, 2026 Results on Oct 28, 2025Balwin Properties Limited announced that they will report first half, 2026 results on Oct 28, 2025分析記事 • Aug 21Shareholders May Be More Conservative With Balwin Properties Limited's (JSE:BWN) CEO Compensation For NowJSE:BWN 1 Year Share Price vs Fair Value Explore Balwin Properties's Fair Values from the Community and select yours...分析記事 • Jun 10Balwin Properties Limited (JSE:BWN) Stock Catapults 27% Though Its Price And Business Still Lag The MarketDespite an already strong run, Balwin Properties Limited ( JSE:BWN ) shares have been powering on, with a gain of 27...Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improves as stock rises 21%After last week's 21% share price gain to R2.54, the stock trades at a trailing P/E ratio of 5.1x. Average trailing P/E is 6x in the Consumer Durables industry in Africa. Negligible returns to shareholders over past three years.Reported Earnings • May 13Full year 2025 earnings released: EPS: R49.74 (vs R0.46 in FY 2024)Full year 2025 results: EPS: R49.74 (up from R0.46 in FY 2024). Revenue: R2.22b (down 5.7% from FY 2024). Net income: R232.7m (up 7.9% from FY 2024). Profit margin: 11% (up from 9.2% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 165% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.お知らせ • May 12Balwin Properties Limited, Annual General Meeting, Aug 27, 2025Balwin Properties Limited, Annual General Meeting, Aug 27, 2025.Board Change • May 02Insufficient 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. 3 experienced directors. 5 highly experienced directors. Independent Non-Executive Director Keneilwe Moloko was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to R1.72, the stock trades at a trailing P/E ratio of 7x. Average trailing P/E is 14x in the Consumer Durables industry globally. Total loss to shareholders of 35% over the past three years.分析記事 • Apr 06Balwin Properties (JSE:BWN) May Have Issues Allocating Its CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...お知らせ • Feb 28Balwin Properties Limited to Report Fiscal Year 2025 Final Results on May 12, 2025Balwin Properties Limited announced that they will report fiscal year 2025 final results on May 12, 2025New Risk • Feb 14New 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 8.4% 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 (3.2% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (8.4% average weekly change). Earnings have declined by 8.1% per year over the past 5 years. Minor Risks Profit margins are more than 30% lower than last year (5.7% net profit margin). Market cap is less than US$100m (R968.0m market cap, or US$52.7m).分析記事 • Jan 29There's Reason For Concern Over Balwin Properties Limited's (JSE:BWN) PriceWith a median price-to-earnings (or "P/E") ratio of close to 10x in South Africa, you could be forgiven for feeling...分析記事 • Dec 06Balwin Properties (JSE:BWN) Has No Shortage Of DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...New Risk • Dec 03New 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 (3.2% operating cash flow to total debt). Earnings have declined by 8.1% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.3% average weekly change). Profit margins are more than 30% lower than last year (5.7% net profit margin). Market cap is less than US$100m (R1.10b market cap, or US$61.1m).Reported Earnings • Oct 30First half 2025 earnings released: EPS: R0.16 (vs R0.38 in 1H 2024)First half 2025 results: EPS: R0.16 (down from R0.38 in 1H 2024). Revenue: R852.7m (down 28% from 1H 2024). Net income: R76.4m (down 57% from 1H 2024). Profit margin: 9.0% (down from 15% in 1H 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.お知らせ • Oct 03Balwin Properties Limited to Report First Half, 2025 Results on Oct 28, 2024Balwin Properties Limited announced that they will report first half, 2025 results on Oct 28, 2024分析記事 • Aug 14Shareholders May Be Wary Of Increasing Balwin Properties Limited's (JSE:BWN) CEO Compensation PackageKey Insights Balwin Properties' Annual General Meeting to take place on 21st of August Total pay for CEO Steve Brookes...Recent Insider Transactions • Jul 23Insider recently sold R837k worth of stockOn the 15th of July, Ulrich Gschnaidtner sold around 462k shares on-market at roughly R1.81 per share. This transaction amounted to 4.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of R1.3m more than they bought in the last 12 months.お知らせ • May 22Balwin Properties Limited, Annual General Meeting, Aug 21, 2024Balwin Properties Limited, Annual General Meeting, Aug 21, 2024.Reported Earnings • May 21Full year 2024 earnings released: EPS: R0.46 (vs R0.94 in FY 2023)Full year 2024 results: EPS: R0.46 (down from R0.94 in FY 2023). Revenue: R2.36b (down 29% from FY 2023). Net income: R215.7m (down 51% from FY 2023). Profit margin: 9.2% (down from 13% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 23%After last week's 23% share price gain to R2.22, the stock trades at a trailing P/E ratio of 2.4x. Average trailing P/E is 17x in the Consumer Durables industry globally. Total loss to shareholders of 39% over the past three years.New Risk • May 15New 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 7.4% 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 2.4% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported August 2023 fiscal period end). Share price has been volatile over the past 3 months (7.4% average weekly change). Market cap is less than US$100m (R935.4m market cap, or US$51.2m).New Risk • Apr 17New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended August 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). Earnings have declined by 2.4% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported August 2023 fiscal period end). Market cap is less than US$100m (R809.2m market cap, or US$42.5m).お知らせ • Mar 28Balwin Properties Limited to Report Fiscal Year 2024 Results on May 20, 2024Balwin Properties Limited announced that they will report fiscal year 2024 results on May 20, 2024分析記事 • Feb 24Balwin Properties (JSE:BWN) Use Of Debt Could Be Considered RiskySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Feb 06Balwin Properties Limited Announces the Resignation of Ulrich Gschnaidtner as Chief Projects OfficerBalwin Properties Limited announced that Mr. Ulrich Gschnaidtner has resigned as the Chief Projects Officer of Balwin to pursue a new opportunity in Australia. Mr. Gschnaidtner will continue in his role until 30 August 2024. Mr. Gschnaidtner joined Balwin in 1997 to head up project operations and has been a pivotal member in growing the business over the past 27 years.お知らせ • Oct 20Balwin Properties Limited to Report Q2, 2024 Results on Oct 26, 2023Balwin Properties Limited announced that they will report Q2, 2024 results on Oct 26, 2023お知らせ • Oct 19Balwin Properties Limited Announces Board AppointmentsThe board of directors of the company advised shareholders that Mr. Oluwatomisun Amosun, independent non-executive director, has been appointed as a member of the Treasury Committee, with effect from 18 October 2023. The Board trusts that Mr. Amosun will add great value in the role as a member of the Treasury Committee and looks forward to his contribution in this regard.お知らせ • Aug 25Balwin Properties Limited Announces Resignation of Ronen Zekry as Independent Non- Executive DirectorBalwin Properties Limited announced that, after serving 8 years on the Board, Mr. Ronen Zekry has resigned as an independent non-executive director of the board of directors with effect from 24 August 2023 to focus on existing business opportunities in his personal capacity.Upcoming Dividend • Jun 14Upcoming dividend of R0.14 per share at 8.8% yieldEligible shareholders must have bought the stock before 21 June 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 26% and the cash payout ratio is 83%. Trailing yield: 8.8%. Lower than top quartile of South African dividend payers (9.5%). Higher than average of industry peers (2.6%).分析記事 • May 25Balwin Properties (JSE:BWN) Is Increasing Its Dividend To ZAR0.141The board of Balwin Properties Limited ( JSE:BWN ) has announced that it will be increasing its dividend by 4.4% on the...お知らせ • May 23+ 1 more updateBalwin Properties Limited, Annual General Meeting, Aug 18, 2023Balwin Properties Limited, Annual General Meeting, Aug 18, 2023, at 09:00 South Africa Standard Time.Reported Earnings • May 22Full year 2023 earnings released: EPS: R0.94 (vs R0.77 in FY 2022)Full year 2023 results: EPS: R0.94 (up from R0.77 in FY 2022). Revenue: R3.33b (up 6.5% from FY 2022). Net income: R436.3m (up 20% from FY 2022). Profit margin: 13% (up from 12% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 8% per year.Valuation Update With 7 Day Price Move • Mar 15Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to R2.51, the stock trades at a trailing P/E ratio of 2.8x. Average forward P/E is 12x in the Consumer Durables industry in Africa. Total returns to shareholders of 10% over the past three years.分析記事 • Feb 04Balwin Properties (JSE:BWN) May Have Issues Allocating Its CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Upcoming Dividend • Nov 30Upcoming dividend of R0.099 per shareEligible shareholders must have bought the stock before 07 December 2022. Payment date: 12 December 2022. Payout ratio is a comfortable 26% but the company is not cash flow positive. Trailing yield: 7.8%. Lower than top quartile of South African dividend payers (8.6%). Higher than average of industry peers (3.1%).分析記事 • Sep 15Balwin Properties (JSE:BWN) Will Want To Turn Around Its Return TrendsFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...お知らせ • Aug 25Balwin Properties Limited to Report First Half, 2023 Results on Oct 31, 2022Balwin Properties Limited announced that they will report first half, 2023 results on Oct 31, 2022Upcoming Dividend • Jun 07Upcoming dividend of R0.14 per shareEligible shareholders must have bought the stock before 14 June 2022. Payment date: 20 June 2022. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 5.1%. Lower than top quartile of South African dividend payers (8.4%). Higher than average of industry peers (2.8%).分析記事 • May 20Balwin Properties (JSE:BWN) Will Pay A Smaller Dividend Than Last YearBalwin Properties Limited's ( JSE:BWN ) dividend is being reduced to R0.14 on the 20th of June. The dividend yield of...Reported Earnings • May 16Full year 2022 earnings released: EPS: R0.77 (vs R0.72 in FY 2021)Full year 2022 results: EPS: R0.77 (up from R0.72 in FY 2021). Revenue: R3.13b (up 16% from FY 2021). Net income: R362.6m (up 7.9% from FY 2021). Profit margin: 12% (in line with FY 2021). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.お知らせ • May 16Balwin Properties Limited, Annual General Meeting, Aug 19, 2022Balwin Properties Limited, Annual General Meeting, Aug 19, 2022, at 10:00 South Africa Standard Time.お知らせ • Mar 06+ 1 more updateBalwin Properties Limited Announces Executive ChangesBalwin Properties Limited announced shareholders are advised, in accordance with section 3.59 of the JSE Limited Listings Requirements, that Mr. Jonathan Weltman has resigned asChief Financial Officer of Balwin with effect from 31 March 2022, due to health reasons. Shareholders are further advised that the board of directors of Balwin has appointed Mr. Jonathan Bigham as Chief Financial Officer, in line with the Company's succession planning, with effect from 1 April 2022. He joined Balwin in 2018 as the Group Finance Manager and has worked very closely with Mr. Weltman on the finance and administration functions of the Group, including cash and capital management, funding and capital raising, risk management as well as regulatory and governance matters. Prior to joining Balwin, Mr. Bigham completed his articles at Deloitte.Upcoming Dividend • Dec 01Upcoming dividend of R0.074 per shareEligible shareholders must have bought the stock before 08 December 2021. Payment date: 13 December 2021. Trailing yield: 4.5%. Lower than top quartile of South African dividend payers (7.6%). Lower than average of industry peers (6.3%).分析記事 • Oct 27Robust Earnings May Not Tell The Whole Story For Balwin Properties (JSE:BWN)The recent earnings posted by Balwin Properties Limited ( JSE:BWN ) were solid, but the stock didn't move as much as we...Reported Earnings • Oct 22First half 2022 earnings released: EPS R0.25 (vs R0.17 in 1H 2021)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2022 results: Revenue: R1.31b (up 41% from 1H 2021). Net income: R117.0m (up 44% from 1H 2021). Profit margin: 8.9% (up from 8.7% in 1H 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • Sep 11Balwin Properties Limited Provides Consolidated Earnings Guidance for the Six Months Ended August 31, 2021Balwin Properties Limited provided consolidated earnings guidance for the six months ended August 31, 2021. Consolidated earnings per share and headline earnings per share for the six-month period ended 31 August 2021 are expected to increase by between 40% and 45% compared to the prior corresponding period. This translates into an increase to between 24 and 25 cents per share (2020:17.33 cents).Board Change • Aug 26Insufficient 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. 7 experienced directors. 1 highly experienced director. Independent Non-Executive Director Julian Scher was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Executive Departure • Aug 26Independent Non-Executive Director Duncan Westcott has left the companyOn the 19th of August, Duncan Westcott's tenure as Independent Non-Executive Director ended after 1.9 years in the role. We don't have any record of a personal shareholding under Duncan's name. Duncan is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 9.25 years.Upcoming Dividend • Jun 08Upcoming dividend of R0.16 per shareEligible shareholders must have bought the stock before 15 June 2021. Payment date: 21 June 2021. Trailing yield: 7.6%. Lower than top quartile of South African dividend payers (7.8%). Higher than average of industry peers (5.9%).Reported Earnings • May 21Full year 2021 earnings released: EPS R0.72 (vs R0.88 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: R2.70b (down 7.3% from FY 2020). Net income: R336.2m (down 18% from FY 2020). Profit margin: 12% (down from 14% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.分析記事 • Apr 30Are Dividend Investors Getting More Than They Bargained For With Balwin Properties Limited's (JSE:BWN) Dividend?Dividend paying stocks like Balwin Properties Limited ( JSE:BWN ) tend to be popular with investors, and for good...お知らせ • Apr 01Balwin Properties Limited Provides Financial Guidance for the Year Ended 28 February 2021Balwin Properties Limited provided financial guidance for the year ended 28 February 2021. Consolidated earnings per share and headline earnings per share for the year ended 28 February 2021 are expected to decrease by between 18% and 23% over the prior corresponding period, translating into a decrease from the prior financial year's 88 cents (HEPS: 88 cents) to a range of between 68 and 72 cents per share.分析記事 • Feb 26A Quick Analysis On Balwin Properties' (JSE:BWN) CEO CompensationThis article will reflect on the compensation paid to Steve Brookes who has served as CEO of Balwin Properties Limited...分析記事 • Feb 08Have Insiders Been Selling Balwin Properties Limited (JSE:BWN) Shares This Year?We often see insiders buying up shares in companies that perform well over the long term. Unfortunately, there are also...Is New 90 Day High Low • Feb 01New 90-day high: R4.98The company is up 18% from its price of R4.21 on 03 November 2020. The South African market is up 16% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Real Estate industry, which is up 47% over the same period.分析記事 • Jan 22Are Dividend Investors Making A Mistake With Balwin Properties Limited (JSE:BWN)?Dividend paying stocks like Balwin Properties Limited ( JSE:BWN ) tend to be popular with investors, and for good...分析記事 • Jan 03Here's Why Balwin Properties (JSE:BWN) Has A Meaningful Debt BurdenSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Is New 90 Day High Low • Dec 30New 90-day high: R4.44The company is up 44% from its price of R3.08 on 01 October 2020. The South African market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Real Estate industry, which is up 33% over the same period.分析記事 • Dec 14What Type Of Returns Would Balwin Properties'(JSE:BWN) Shareholders Have Earned If They Purchased Their SharesFive Years Ago?Balwin Properties Limited ( JSE:BWN ) shareholders will doubtless be very grateful to see the share price up 40% in the...Upcoming Dividend • Dec 02Upcoming Dividend of R0.20 Per ShareWill be paid on the 14th of December to those who are registered shareholders by the 9th of December. The trailing yield of 6.3% is below the top quartile of South African dividend payers (9.7%), but is in line with industry peers (6.0%).分析記事 • Nov 18Why Balwin Properties' (JSE:BWN) CEO Pay MattersThis article will reflect on the compensation paid to Steve Brookes who has served as CEO of Balwin Properties Limited...お知らせ • Sep 11Balwin Properties Limited to Report First Half, 2021 Results on Oct 12, 2020Balwin Properties Limited announced that they will report first half, 2021 results on Oct 12, 2020お知らせ • Aug 19Balwin Properties Limited Provides Earnings Guidance for the Six Months Ending August 31, 2020Balwin Properties Limited provided earnings guidance for the six months ending August 31, 2020. For the period, the company expects headline earnings per share and earnings per share to be at least 20% lower than the respective HEPS and EPS reported in the prior corresponding six-month period. The decrease in earnings is largely attributable to the effects of COVID-19 and the national economic lockdown from 26 March 2020 to 30 May 2020.収支内訳Balwin Properties の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史JSE:BWN 収益、費用、利益 ( )ZAR Millions日付収益収益G+A経費研究開発費28 Feb 262,693245391030 Nov 252,643250393031 Aug 252,592254395031 May 252,407243373028 Feb 252,221233351030 Nov 242,122174346031 Aug 242,023115340031 May 242,190165346029 Feb 242,356216351030 Nov 232,644328365031 Aug 232,932441378031 May 233,129438385028 Feb 233,327436393030 Nov 223,360427372031 Aug 223,394418352031 May 223,259390344028 Feb 223,125363336030 Nov 213,104367316031 Aug 213,083372296031 May 212,892354281028 Feb 212,701336265030 Nov 202,563322257031 Aug 202,425307249031 May 202,670360243029 Feb 202,914412236030 Nov 192,877436218031 Aug 192,840460201031 May 192,727456187028 Feb 192,614452174030 Nov 182,684479160031 Aug 182,754506146031 May 182,604499143028 Feb 182,455491141030 Nov 172,650570130031 Aug 172,846649119031 May 172,774655125028 Feb 172,702661130030 Nov 162,356580157031 Aug 162,010500183031 May 162,047529162029 Feb 162,084559141030 Nov 151,891497112031 Aug 151,698435840質の高い収益: BWNは 高品質の収益 を持っています。利益率の向上: BWNの現在の純利益率 (9.1%)は、昨年(10.5%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: BWNの収益は過去 5 年間で年間13.4%減少しました。成長の加速: BWNの過去 1 年間の収益成長率 ( 5.4% ) は、5 年間の平均 ( 年間-13.4%を上回っています。収益対業界: BWNの過去 1 年間の収益成長率 ( 5.4% ) はConsumer Durables業界-2.7%を上回りました。株主資本利益率高いROE: BWNの 自己資本利益率 ( 5.6% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YConsumer-durables 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/07 17:00終値2026/07/07 00:00収益2026/02/28年間収益2026/02/28データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Balwin Properties 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。1 アナリスト機関null nullMerchantec (Proprietary) Limited
分析記事 • May 19Balwin Properties' (JSE:BWN) Profits Appear To Have Quality IssuesBalwin Properties Limited ( JSE:BWN ) just released a solid earnings report, and the stock displayed some strength...
Reported Earnings • May 12Full year 2026 earnings released: EPS: R0.52 (vs R0.50 in FY 2025)Full year 2026 results: EPS: R0.52 (up from R0.50 in FY 2025). Revenue: R2.69b (up 21% from FY 2025). Net income: R245.3m (up 5.4% from FY 2025). Profit margin: 9.1% (down from 11% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • May 06Balwin Properties Limited to Report Fiscal Year 2026 Results on May 11, 2026Balwin Properties Limited announced that they will report fiscal year 2026 results on May 11, 2026
Reported Earnings • Oct 31First half 2026 earnings released: EPS: R0.21 (vs R0.16 in 1H 2025)First half 2026 results: EPS: R0.21 (up from R0.16 in 1H 2025). Revenue: R1.22b (up 44% from 1H 2025). Net income: R97.9m (up 28% from 1H 2025). Profit margin: 8.0% (down from 9.0% in 1H 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Oct 21Balwin Properties Limited to Report First Half, 2026 Results on Oct 28, 2025Balwin Properties Limited announced that they will report first half, 2026 results on Oct 28, 2025
Reported Earnings • May 13Full year 2025 earnings released: EPS: R49.74 (vs R0.46 in FY 2024)Full year 2025 results: EPS: R49.74 (up from R0.46 in FY 2024). Revenue: R2.22b (down 5.7% from FY 2024). Net income: R232.7m (up 7.9% from FY 2024). Profit margin: 11% (up from 9.2% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 165% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
分析記事 • May 19Balwin Properties' (JSE:BWN) Profits Appear To Have Quality IssuesBalwin Properties Limited ( JSE:BWN ) just released a solid earnings report, and the stock displayed some strength...
お知らせ • May 13Balwin Properties Limited, Annual General Meeting, Aug 20, 2026Balwin Properties Limited, Annual General Meeting, Aug 20, 2026.
Reported Earnings • May 12Full year 2026 earnings released: EPS: R0.52 (vs R0.50 in FY 2025)Full year 2026 results: EPS: R0.52 (up from R0.50 in FY 2025). Revenue: R2.69b (up 21% from FY 2025). Net income: R245.3m (up 5.4% from FY 2025). Profit margin: 9.1% (down from 11% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • May 06Balwin Properties Limited to Report Fiscal Year 2026 Results on May 11, 2026Balwin Properties Limited announced that they will report fiscal year 2026 results on May 11, 2026
New Risk • Apr 08New 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 11% 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 (R1.47b market cap, or US$87.5m).
Valuation Update With 7 Day Price Move • Jan 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to R3.40, the stock trades at a trailing P/E ratio of 6.3x. Average trailing P/E is 16x in the Consumer Durables industry globally. Total returns to shareholders of 16% over the past three years.
分析記事 • Jan 13Returns On Capital At Balwin Properties (JSE:BWN) Paint A Concerning PictureDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
Reported Earnings • Oct 31First half 2026 earnings released: EPS: R0.21 (vs R0.16 in 1H 2025)First half 2026 results: EPS: R0.21 (up from R0.16 in 1H 2025). Revenue: R1.22b (up 44% from 1H 2025). Net income: R97.9m (up 28% from 1H 2025). Profit margin: 8.0% (down from 9.0% in 1H 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Oct 21Balwin Properties Limited to Report First Half, 2026 Results on Oct 28, 2025Balwin Properties Limited announced that they will report first half, 2026 results on Oct 28, 2025
分析記事 • Aug 21Shareholders May Be More Conservative With Balwin Properties Limited's (JSE:BWN) CEO Compensation For NowJSE:BWN 1 Year Share Price vs Fair Value Explore Balwin Properties's Fair Values from the Community and select yours...
分析記事 • Jun 10Balwin Properties Limited (JSE:BWN) Stock Catapults 27% Though Its Price And Business Still Lag The MarketDespite an already strong run, Balwin Properties Limited ( JSE:BWN ) shares have been powering on, with a gain of 27...
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improves as stock rises 21%After last week's 21% share price gain to R2.54, the stock trades at a trailing P/E ratio of 5.1x. Average trailing P/E is 6x in the Consumer Durables industry in Africa. Negligible returns to shareholders over past three years.
Reported Earnings • May 13Full year 2025 earnings released: EPS: R49.74 (vs R0.46 in FY 2024)Full year 2025 results: EPS: R49.74 (up from R0.46 in FY 2024). Revenue: R2.22b (down 5.7% from FY 2024). Net income: R232.7m (up 7.9% from FY 2024). Profit margin: 11% (up from 9.2% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 165% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
お知らせ • May 12Balwin Properties Limited, Annual General Meeting, Aug 27, 2025Balwin Properties Limited, Annual General Meeting, Aug 27, 2025.
Board Change • May 02Insufficient 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. 3 experienced directors. 5 highly experienced directors. Independent Non-Executive Director Keneilwe Moloko was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to R1.72, the stock trades at a trailing P/E ratio of 7x. Average trailing P/E is 14x in the Consumer Durables industry globally. Total loss to shareholders of 35% over the past three years.
分析記事 • Apr 06Balwin Properties (JSE:BWN) May Have Issues Allocating Its CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
お知らせ • Feb 28Balwin Properties Limited to Report Fiscal Year 2025 Final Results on May 12, 2025Balwin Properties Limited announced that they will report fiscal year 2025 final results on May 12, 2025
New Risk • Feb 14New 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 8.4% 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 (3.2% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (8.4% average weekly change). Earnings have declined by 8.1% per year over the past 5 years. Minor Risks Profit margins are more than 30% lower than last year (5.7% net profit margin). Market cap is less than US$100m (R968.0m market cap, or US$52.7m).
分析記事 • Jan 29There's Reason For Concern Over Balwin Properties Limited's (JSE:BWN) PriceWith a median price-to-earnings (or "P/E") ratio of close to 10x in South Africa, you could be forgiven for feeling...
分析記事 • Dec 06Balwin Properties (JSE:BWN) Has No Shortage Of DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
New Risk • Dec 03New 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 (3.2% operating cash flow to total debt). Earnings have declined by 8.1% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.3% average weekly change). Profit margins are more than 30% lower than last year (5.7% net profit margin). Market cap is less than US$100m (R1.10b market cap, or US$61.1m).
Reported Earnings • Oct 30First half 2025 earnings released: EPS: R0.16 (vs R0.38 in 1H 2024)First half 2025 results: EPS: R0.16 (down from R0.38 in 1H 2024). Revenue: R852.7m (down 28% from 1H 2024). Net income: R76.4m (down 57% from 1H 2024). Profit margin: 9.0% (down from 15% in 1H 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 03Balwin Properties Limited to Report First Half, 2025 Results on Oct 28, 2024Balwin Properties Limited announced that they will report first half, 2025 results on Oct 28, 2024
分析記事 • Aug 14Shareholders May Be Wary Of Increasing Balwin Properties Limited's (JSE:BWN) CEO Compensation PackageKey Insights Balwin Properties' Annual General Meeting to take place on 21st of August Total pay for CEO Steve Brookes...
Recent Insider Transactions • Jul 23Insider recently sold R837k worth of stockOn the 15th of July, Ulrich Gschnaidtner sold around 462k shares on-market at roughly R1.81 per share. This transaction amounted to 4.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of R1.3m more than they bought in the last 12 months.
お知らせ • May 22Balwin Properties Limited, Annual General Meeting, Aug 21, 2024Balwin Properties Limited, Annual General Meeting, Aug 21, 2024.
Reported Earnings • May 21Full year 2024 earnings released: EPS: R0.46 (vs R0.94 in FY 2023)Full year 2024 results: EPS: R0.46 (down from R0.94 in FY 2023). Revenue: R2.36b (down 29% from FY 2023). Net income: R215.7m (down 51% from FY 2023). Profit margin: 9.2% (down from 13% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 23%After last week's 23% share price gain to R2.22, the stock trades at a trailing P/E ratio of 2.4x. Average trailing P/E is 17x in the Consumer Durables industry globally. Total loss to shareholders of 39% over the past three years.
New Risk • May 15New 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 7.4% 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 2.4% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported August 2023 fiscal period end). Share price has been volatile over the past 3 months (7.4% average weekly change). Market cap is less than US$100m (R935.4m market cap, or US$51.2m).
New Risk • Apr 17New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended August 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). Earnings have declined by 2.4% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported August 2023 fiscal period end). Market cap is less than US$100m (R809.2m market cap, or US$42.5m).
お知らせ • Mar 28Balwin Properties Limited to Report Fiscal Year 2024 Results on May 20, 2024Balwin Properties Limited announced that they will report fiscal year 2024 results on May 20, 2024
分析記事 • Feb 24Balwin Properties (JSE:BWN) Use Of Debt Could Be Considered RiskySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Feb 06Balwin Properties Limited Announces the Resignation of Ulrich Gschnaidtner as Chief Projects OfficerBalwin Properties Limited announced that Mr. Ulrich Gschnaidtner has resigned as the Chief Projects Officer of Balwin to pursue a new opportunity in Australia. Mr. Gschnaidtner will continue in his role until 30 August 2024. Mr. Gschnaidtner joined Balwin in 1997 to head up project operations and has been a pivotal member in growing the business over the past 27 years.
お知らせ • Oct 20Balwin Properties Limited to Report Q2, 2024 Results on Oct 26, 2023Balwin Properties Limited announced that they will report Q2, 2024 results on Oct 26, 2023
お知らせ • Oct 19Balwin Properties Limited Announces Board AppointmentsThe board of directors of the company advised shareholders that Mr. Oluwatomisun Amosun, independent non-executive director, has been appointed as a member of the Treasury Committee, with effect from 18 October 2023. The Board trusts that Mr. Amosun will add great value in the role as a member of the Treasury Committee and looks forward to his contribution in this regard.
お知らせ • Aug 25Balwin Properties Limited Announces Resignation of Ronen Zekry as Independent Non- Executive DirectorBalwin Properties Limited announced that, after serving 8 years on the Board, Mr. Ronen Zekry has resigned as an independent non-executive director of the board of directors with effect from 24 August 2023 to focus on existing business opportunities in his personal capacity.
Upcoming Dividend • Jun 14Upcoming dividend of R0.14 per share at 8.8% yieldEligible shareholders must have bought the stock before 21 June 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 26% and the cash payout ratio is 83%. Trailing yield: 8.8%. Lower than top quartile of South African dividend payers (9.5%). Higher than average of industry peers (2.6%).
分析記事 • May 25Balwin Properties (JSE:BWN) Is Increasing Its Dividend To ZAR0.141The board of Balwin Properties Limited ( JSE:BWN ) has announced that it will be increasing its dividend by 4.4% on the...
お知らせ • May 23+ 1 more updateBalwin Properties Limited, Annual General Meeting, Aug 18, 2023Balwin Properties Limited, Annual General Meeting, Aug 18, 2023, at 09:00 South Africa Standard Time.
Reported Earnings • May 22Full year 2023 earnings released: EPS: R0.94 (vs R0.77 in FY 2022)Full year 2023 results: EPS: R0.94 (up from R0.77 in FY 2022). Revenue: R3.33b (up 6.5% from FY 2022). Net income: R436.3m (up 20% from FY 2022). Profit margin: 13% (up from 12% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 8% per year.
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to R2.51, the stock trades at a trailing P/E ratio of 2.8x. Average forward P/E is 12x in the Consumer Durables industry in Africa. Total returns to shareholders of 10% over the past three years.
分析記事 • Feb 04Balwin Properties (JSE:BWN) May Have Issues Allocating Its CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Upcoming Dividend • Nov 30Upcoming dividend of R0.099 per shareEligible shareholders must have bought the stock before 07 December 2022. Payment date: 12 December 2022. Payout ratio is a comfortable 26% but the company is not cash flow positive. Trailing yield: 7.8%. Lower than top quartile of South African dividend payers (8.6%). Higher than average of industry peers (3.1%).
分析記事 • Sep 15Balwin Properties (JSE:BWN) Will Want To Turn Around Its Return TrendsFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
お知らせ • Aug 25Balwin Properties Limited to Report First Half, 2023 Results on Oct 31, 2022Balwin Properties Limited announced that they will report first half, 2023 results on Oct 31, 2022
Upcoming Dividend • Jun 07Upcoming dividend of R0.14 per shareEligible shareholders must have bought the stock before 14 June 2022. Payment date: 20 June 2022. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 5.1%. Lower than top quartile of South African dividend payers (8.4%). Higher than average of industry peers (2.8%).
分析記事 • May 20Balwin Properties (JSE:BWN) Will Pay A Smaller Dividend Than Last YearBalwin Properties Limited's ( JSE:BWN ) dividend is being reduced to R0.14 on the 20th of June. The dividend yield of...
Reported Earnings • May 16Full year 2022 earnings released: EPS: R0.77 (vs R0.72 in FY 2021)Full year 2022 results: EPS: R0.77 (up from R0.72 in FY 2021). Revenue: R3.13b (up 16% from FY 2021). Net income: R362.6m (up 7.9% from FY 2021). Profit margin: 12% (in line with FY 2021). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
お知らせ • May 16Balwin Properties Limited, Annual General Meeting, Aug 19, 2022Balwin Properties Limited, Annual General Meeting, Aug 19, 2022, at 10:00 South Africa Standard Time.
お知らせ • Mar 06+ 1 more updateBalwin Properties Limited Announces Executive ChangesBalwin Properties Limited announced shareholders are advised, in accordance with section 3.59 of the JSE Limited Listings Requirements, that Mr. Jonathan Weltman has resigned asChief Financial Officer of Balwin with effect from 31 March 2022, due to health reasons. Shareholders are further advised that the board of directors of Balwin has appointed Mr. Jonathan Bigham as Chief Financial Officer, in line with the Company's succession planning, with effect from 1 April 2022. He joined Balwin in 2018 as the Group Finance Manager and has worked very closely with Mr. Weltman on the finance and administration functions of the Group, including cash and capital management, funding and capital raising, risk management as well as regulatory and governance matters. Prior to joining Balwin, Mr. Bigham completed his articles at Deloitte.
Upcoming Dividend • Dec 01Upcoming dividend of R0.074 per shareEligible shareholders must have bought the stock before 08 December 2021. Payment date: 13 December 2021. Trailing yield: 4.5%. Lower than top quartile of South African dividend payers (7.6%). Lower than average of industry peers (6.3%).
分析記事 • Oct 27Robust Earnings May Not Tell The Whole Story For Balwin Properties (JSE:BWN)The recent earnings posted by Balwin Properties Limited ( JSE:BWN ) were solid, but the stock didn't move as much as we...
Reported Earnings • Oct 22First half 2022 earnings released: EPS R0.25 (vs R0.17 in 1H 2021)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2022 results: Revenue: R1.31b (up 41% from 1H 2021). Net income: R117.0m (up 44% from 1H 2021). Profit margin: 8.9% (up from 8.7% in 1H 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • Sep 11Balwin Properties Limited Provides Consolidated Earnings Guidance for the Six Months Ended August 31, 2021Balwin Properties Limited provided consolidated earnings guidance for the six months ended August 31, 2021. Consolidated earnings per share and headline earnings per share for the six-month period ended 31 August 2021 are expected to increase by between 40% and 45% compared to the prior corresponding period. This translates into an increase to between 24 and 25 cents per share (2020:17.33 cents).
Board Change • Aug 26Insufficient 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. 7 experienced directors. 1 highly experienced director. Independent Non-Executive Director Julian Scher was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Executive Departure • Aug 26Independent Non-Executive Director Duncan Westcott has left the companyOn the 19th of August, Duncan Westcott's tenure as Independent Non-Executive Director ended after 1.9 years in the role. We don't have any record of a personal shareholding under Duncan's name. Duncan is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 9.25 years.
Upcoming Dividend • Jun 08Upcoming dividend of R0.16 per shareEligible shareholders must have bought the stock before 15 June 2021. Payment date: 21 June 2021. Trailing yield: 7.6%. Lower than top quartile of South African dividend payers (7.8%). Higher than average of industry peers (5.9%).
Reported Earnings • May 21Full year 2021 earnings released: EPS R0.72 (vs R0.88 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: R2.70b (down 7.3% from FY 2020). Net income: R336.2m (down 18% from FY 2020). Profit margin: 12% (down from 14% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
分析記事 • Apr 30Are Dividend Investors Getting More Than They Bargained For With Balwin Properties Limited's (JSE:BWN) Dividend?Dividend paying stocks like Balwin Properties Limited ( JSE:BWN ) tend to be popular with investors, and for good...
お知らせ • Apr 01Balwin Properties Limited Provides Financial Guidance for the Year Ended 28 February 2021Balwin Properties Limited provided financial guidance for the year ended 28 February 2021. Consolidated earnings per share and headline earnings per share for the year ended 28 February 2021 are expected to decrease by between 18% and 23% over the prior corresponding period, translating into a decrease from the prior financial year's 88 cents (HEPS: 88 cents) to a range of between 68 and 72 cents per share.
分析記事 • Feb 26A Quick Analysis On Balwin Properties' (JSE:BWN) CEO CompensationThis article will reflect on the compensation paid to Steve Brookes who has served as CEO of Balwin Properties Limited...
分析記事 • Feb 08Have Insiders Been Selling Balwin Properties Limited (JSE:BWN) Shares This Year?We often see insiders buying up shares in companies that perform well over the long term. Unfortunately, there are also...
Is New 90 Day High Low • Feb 01New 90-day high: R4.98The company is up 18% from its price of R4.21 on 03 November 2020. The South African market is up 16% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Real Estate industry, which is up 47% over the same period.
分析記事 • Jan 22Are Dividend Investors Making A Mistake With Balwin Properties Limited (JSE:BWN)?Dividend paying stocks like Balwin Properties Limited ( JSE:BWN ) tend to be popular with investors, and for good...
分析記事 • Jan 03Here's Why Balwin Properties (JSE:BWN) Has A Meaningful Debt BurdenSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Is New 90 Day High Low • Dec 30New 90-day high: R4.44The company is up 44% from its price of R3.08 on 01 October 2020. The South African market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Real Estate industry, which is up 33% over the same period.
分析記事 • Dec 14What Type Of Returns Would Balwin Properties'(JSE:BWN) Shareholders Have Earned If They Purchased Their SharesFive Years Ago?Balwin Properties Limited ( JSE:BWN ) shareholders will doubtless be very grateful to see the share price up 40% in the...
Upcoming Dividend • Dec 02Upcoming Dividend of R0.20 Per ShareWill be paid on the 14th of December to those who are registered shareholders by the 9th of December. The trailing yield of 6.3% is below the top quartile of South African dividend payers (9.7%), but is in line with industry peers (6.0%).
分析記事 • Nov 18Why Balwin Properties' (JSE:BWN) CEO Pay MattersThis article will reflect on the compensation paid to Steve Brookes who has served as CEO of Balwin Properties Limited...
お知らせ • Sep 11Balwin Properties Limited to Report First Half, 2021 Results on Oct 12, 2020Balwin Properties Limited announced that they will report first half, 2021 results on Oct 12, 2020
お知らせ • Aug 19Balwin Properties Limited Provides Earnings Guidance for the Six Months Ending August 31, 2020Balwin Properties Limited provided earnings guidance for the six months ending August 31, 2020. For the period, the company expects headline earnings per share and earnings per share to be at least 20% lower than the respective HEPS and EPS reported in the prior corresponding six-month period. The decrease in earnings is largely attributable to the effects of COVID-19 and the national economic lockdown from 26 March 2020 to 30 May 2020.