Clicks Group Limited

JSE:CLS 株式レポート

時価総額:R52.7b

Clicks Group マネジメント

マネジメント 基準チェック /44

Clicks Groupの CEO はBertina Engelbrechtで、 Jan2022年に任命され、 の在任期間は 4.5年です。 の年間総報酬はZAR 30.88Mで、 36.1%給与と63.9%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.053%を直接所有しており、その価値はZAR 27.79M 。経営陣と取締役会の平均在任期間はそれぞれ2.6年と3.8年です。

主要情報

Bertina Engelbrecht

最高経営責任者

R30.9m

報酬総額

CEO給与比率36.09%
CEO在任期間4.5yrs
CEOの所有権0.05%
経営陣の平均在職期間2.6yrs
取締役会の平均在任期間3.8yrs

経営陣の近況

分析記事 Jan 23

Increases to Clicks Group Limited's (JSE:CLS) CEO Compensation Might Cool off for now

Key Insights Clicks Group to hold its Annual General Meeting on 29th of January Total pay for CEO Bertina Engelbrecht...

Recent updates

ナラティブ更新 Jun 25

CLS: Dividends And Share Buybacks Will Support Future Upside Potential

Analysts have lowered their price target for Clicks Group from ZAR358.88 to ZAR338.50, citing updated assumptions around profit margins and a slightly higher future P/E expectation. What’s in the News for Clicks Group Clicks Group approved an interim gross ordinary dividend of 258.0 cents per share for the period ended 28 February 2026, with Dividends Tax of 20% resulting in a net dividend of 206.4 cents per share for shareholders who are not exempt, sourced from distributable reserves and paid in cash.
ナラティブ更新 Jun 04

CLS: Dividend Payouts And Completed Buyback Programme Will Support Future Upside

Analysts have kept their ZAR price target for Clicks Group effectively unchanged at around ZAR359, citing only marginal tweaks to inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions, rather than any shift in the core investment case. What's in the News Clicks Group approved an interim gross ordinary dividend of 258.0 cents per share for the period ended 28 February 2026, with the source of the dividend stated as distributable reserves and payment scheduled in cash.
分析記事 May 28

Do Clicks Group's (JSE:CLS) Earnings Warrant Your Attention?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
ナラティブ更新 May 18

CLS: Dividend And Buyback Programme Will Support Future Upside Potential

Analysts have reduced their price target for Clicks Group from ZAR382.25 to ZAR358.88. They cite slightly softer assumptions for revenue growth, profit margins and future P/E multiples, while noting that the discount rate remains broadly similar.
ナラティブ更新 Apr 29

CLS: Dividend And Buyback Actions Will Support Future Upside Potential

Analysts have trimmed their price target for Clicks Group from ZAR410.00 to about ZAR382.25, reflecting updated assumptions around revenue growth, margins, and a lower future P/E multiple. What's in the News Clicks Group has approved an interim gross ordinary dividend of 258.0 cents per share for the period ended 28 February 2026.
ナラティブ更新 Apr 13

CLS: Lower Margin Assumptions Will Still Support Future Upside Potential

Analysts have revised their price target for Clicks Group from ZAR430.25 to ZAR410.00, citing updated fair value assumptions, a slightly lower discount rate, and modest changes to expectations for revenue growth, profit margins, and future P/E ratios. Valuation Changes Fair Value: revised from ZAR430.25 to ZAR410.00, representing a small downward adjustment to the central value estimate.
分析記事 Feb 11

If EPS Growth Is Important To You, Clicks Group (JSE:CLS) Presents An Opportunity

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
分析記事 Jan 23

Increases to Clicks Group Limited's (JSE:CLS) CEO Compensation Might Cool off for now

Key Insights Clicks Group to hold its Annual General Meeting on 29th of January Total pay for CEO Bertina Engelbrecht...
ナラティブ更新 Jan 10

CLS: Higher Dividend And Margin Assumptions Will Support Future Upside

Analysts have nudged their price target for Clicks Group higher from R423.14 to R430.25, citing modest adjustments to fair value assumptions along with updated views on revenue growth, profit margins and future P/E expectations. What's in the News Clicks Group Limited approved a final gross ordinary dividend for the period ended 31 August 2025 of 648.0 cents per share, with dividends tax of 20% resulting in a net dividend of 518.4 cents per share for ordinary shareholders who are not exempt from tax (Key Developments).
分析記事 Dec 09

Risks To Shareholder Returns Are Elevated At These Prices For Clicks Group Limited (JSE:CLS)

When close to half the companies in South Africa have price-to-earnings ratios (or "P/E's") below 9x, you may consider...
分析記事 Nov 21

Clicks Group (JSE:CLS) Has Announced That It Will Be Increasing Its Dividend To ZAR6.48

Clicks Group Limited's ( JSE:CLS ) dividend will be increasing from last year's payment of the same period to ZAR6.48...
分析記事 Oct 31

The Strong Earnings Posted By Clicks Group (JSE:CLS) Are A Good Indication Of The Strength Of The Business

Clicks Group Limited ( JSE:CLS ) just reported healthy earnings but the stock price didn't move much. Our analysis...
分析記事 Oct 29

Clicks Group (JSE:CLS) Is Increasing Its Dividend To ZAR6.48

Clicks Group Limited ( JSE:CLS ) will increase its dividend from last year's comparable payment on the 26th of January...
分析記事 Aug 25

Does Clicks Group (JSE:CLS) Deserve A Spot On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 Aug 07

Clicks Group Limited's (JSE:CLS) Business Is Trailing The Market But Its Shares Aren't

When close to half the companies in South Africa have price-to-earnings ratios (or "P/E's") below 8x, you may consider...
分析記事 Jul 20

Investors Shouldn't Overlook Clicks Group's (JSE:CLS) Impressive Returns On Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
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新しいナラティブ Dec 08

ClubCard Loyalty And UPD Innovations Will Propel Revenue Growth And Boost Profitability

Clicks Group's expansion plans and technology updates aim to drive revenue and improve operational efficiency, enhancing both market reach and net margins.

CEO報酬分析

Clicks Group の収益と比較して、Bertina Engelbrecht の報酬はどのように変化したか?
日付総報酬給与会社業績
Feb 28 2026n/an/a

R3b

Nov 30 2025n/an/a

R3b

Aug 31 2025R31mR11m

R3b

May 31 2025n/an/a

R3b

Feb 28 2025n/an/a

R3b

Nov 30 2024n/an/a

R3b

Aug 31 2024R33mR10m

R3b

May 31 2024n/an/a

R3b

Feb 29 2024n/an/a

R3b

Nov 30 2023n/an/a

R3b

Aug 31 2023R19mR9m

R3b

May 31 2023n/an/a

R3b

Feb 28 2023n/an/a

R3b

Nov 30 2022n/an/a

R3b

Aug 31 2022R26mR8m

R3b

May 31 2022n/an/a

R2b

Feb 28 2022n/an/a

R2b

Nov 30 2021n/an/a

R2b

Aug 31 2021R20mR4m

R2b

Feb 28 2021n/an/a

R2b

Nov 30 2020n/an/a

R2b

Aug 31 2020R23mR4m

R2b

May 31 2020n/an/a

R2b

Feb 29 2020n/an/a

R2b

Nov 30 2019n/an/a

R2b

Aug 31 2019R18mR4m

R2b

報酬と市場: Bertinaの 総報酬 ($USD 1.89M ) は、 ZA市場 ($USD 1.88M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Bertinaの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Bertina Engelbrecht (63 yo)

4.5yrs
在職期間
R30,878,000
報酬

Ms. Bertina D. Engelbrecht, B.Proc, LLM, admitted attorney, serves as Chef Executive Officer of Clicks Group Limited since January 01, 2022 and serves as its Executive Director since March 1, 2008 and also...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Bertina Engelbrecht
CEO & Executive Director4.5yrsR30.88m0.053%
ZAR 27.8m
Gordon Traill
CFO, Chief Support Services Officer & Director3.5yrsR17.07m0.018%
ZAR 9.5m
Bridget Makhura
Chief people officer1.5yrsデータなしデータなし
Rachel Wrigglesworth
Chief Commercial Officerno dataデータなしデータなし
Nina Hind
Head of Retail Financeno dataデータなしデータなし
Annalize Barnard
Company Secretary1.8yrsデータなしデータなし
2.6yrs
平均在職期間
57.5yo
平均年齢

経験豊富な経営陣: CLSの経営陣は 経験豊富 であると考えられます ( 2.6年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Bertina Engelbrecht
CEO & Executive Director18.3yrsR30.88m0.053%
ZAR 27.8m
Gordon Traill
CFO, Chief Support Services Officer & Director3.5yrsR17.07m0.018%
ZAR 9.5m
Mfundiso Johnson Njeke
Independent Non-Executive Chairman6.3yrsR1.81mデータなし
Kandimathie Ramon
Independent Non-Executive Director3.4yrsR1.02mデータなし
Richard J. Inskip
Independent Non-Executive Director3yrsR828.00kデータなし
Sango Ntsaluba
Lead Independent Director4.8yrsR1.00mデータなし
Nomgando Nomalungelo Matyumza
Independent Non-Executive Director3.8yrsR933.00kデータなし
Penelope Moumakwa
Independent Non-Executive Director5.3yrsR693.00kデータなし
Bertie Sittert
Independent Non-Executive Directorless than a yearデータなしデータなし
3.8yrs
平均在職期間
63yo
平均年齢

経験豊富なボード: CLSの 取締役会経験豊富 であると考えられます ( 3.8年の平均在任期間)。


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2026/07/16 19:19
終値2026/07/16 00:00
収益2026/02/28
年間収益2025/08/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

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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

Clicks Group Limited 9 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。18

アナリスト機関
Rendani MagalelaAbsa Bank Limited
Victor DimaArqaam Capital Research Offshore S.A.L.
Michael de NobregaAvior Capital Markets