This company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsMassmart Holdings（MSM）株式概要Massmart Holdings Limited operates as a retail and wholesale company in South Africa and the rest of Africa. 詳細MSM 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リスク分析過去5年間で収益は年間63.8%減少しました。 利払いは収益で十分にカバーされない すべてのリスクチェックを見るMSM Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW473,006 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA473,006 investors already sharing narrativesYour Fair ValueRCurrent PriceR61.88該当なし内在価値ディスカウントEst. Revenue$PastFuture-2b93b2016201920222025202620282031Revenue R62.8bEarnings R1.9bAdvancedSet Fair ValueView all narrativesMassmart Holdings Limited 競合他社Pick n Pay StoresSymbol: JSE:PIKMarket cap: R13.6bDis-Chem PharmaciesSymbol: JSE:DCPMarket cap: R25.9bSPAR GroupSymbol: JSE:SPPMarket cap: R9.5bClicks GroupSymbol: JSE:CLSMarket cap: R50.6b価格と性能株価の高値、安値、推移の概要Massmart Holdings過去の株価現在の株価R61.8852週高値R64.6852週安値R29.85ベータ0.991ヶ月の変化1.19%3ヶ月変化6.14%1年変化4.12%3年間の変化44.48%5年間の変化-48.75%IPOからの変化345.18%最新ニュースBoard Change • Sep 15High number of new directorsIndependent Non-Executive Director Mteto Nyati was the last director to join the board, commencing their role in 2022.Reported Earnings • Aug 30Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: R7.42 loss per share (down from R4.77 loss in FY 2020). Revenue: R77.6b (flat on FY 2020). Net loss: R1.60b (loss widened 55% from FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.5%. Over the next year, revenue is forecast to grow 4.0%, compared to a 8.9% growth forecast for the Consumer Retailing industry in South Africa. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.Price Target Changed • Aug 30Price target increased to R107Up from R72.00, the current price target is an average from 2 analysts. New target price is 84% above last closing price of R58.30. Stock is down 1.1% over the past year. The company posted a net loss per share of R7.42 last year.Price Target Changed • May 26Price target decreased to R63.33Down from R72.00, the current price target is an average from 3 analysts. New target price is 78% above last closing price of R35.53. Stock is down 44% over the past year. The company is forecast to post earnings per share of R0.50 next year compared to a net loss per share of R7.42 last year.Price Target Changed • Apr 27Price target decreased to R70.33Down from R78.67, the current price target is an average from 3 analysts. New target price is 69% above last closing price of R41.67. Stock is down 23% over the past year. The company is forecast to post earnings per share of R1.08 next year compared to a net loss per share of R7.42 last year.Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-executive Director Sindi Zilwa was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.最新情報をもっと見るRecent updatesBoard Change • Sep 15High number of new directorsIndependent Non-Executive Director Mteto Nyati was the last director to join the board, commencing their role in 2022.Reported Earnings • Aug 30Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: R7.42 loss per share (down from R4.77 loss in FY 2020). Revenue: R77.6b (flat on FY 2020). Net loss: R1.60b (loss widened 55% from FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.5%. Over the next year, revenue is forecast to grow 4.0%, compared to a 8.9% growth forecast for the Consumer Retailing industry in South Africa. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.Price Target Changed • Aug 30Price target increased to R107Up from R72.00, the current price target is an average from 2 analysts. New target price is 84% above last closing price of R58.30. Stock is down 1.1% over the past year. The company posted a net loss per share of R7.42 last year.Price Target Changed • May 26Price target decreased to R63.33Down from R72.00, the current price target is an average from 3 analysts. New target price is 78% above last closing price of R35.53. Stock is down 44% over the past year. The company is forecast to post earnings per share of R0.50 next year compared to a net loss per share of R7.42 last year.Price Target Changed • Apr 27Price target decreased to R70.33Down from R78.67, the current price target is an average from 3 analysts. New target price is 69% above last closing price of R41.67. Stock is down 23% over the past year. The company is forecast to post earnings per share of R1.08 next year compared to a net loss per share of R7.42 last year.Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-executive Director Sindi Zilwa was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 19Massmart Holdings Limited, Annual General Meeting, May 19, 2022Massmart Holdings Limited, Annual General Meeting, May 19, 2022, at 12:00 South Africa Standard Time. Location: at The Protea Room, Massmart House, 16 Peltier Drive Sunninghill Ext 6 Sandton Sandton South AfricaPrice Target Changed • Mar 09Price target decreased to R69.67Down from R75.25, the current price target is an average from 3 analysts. New target price is 55% above last closing price of R45.05. Stock is down 22% over the past year. The company is forecast to post earnings per share of R3.00 next year compared to a net loss per share of R7.42 last year.Reported Earnings • Mar 08Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: R7.42 loss per share (up from R8.02 loss in FY 2020). Revenue: R77.6b (down 10% from FY 2020). Net loss: R1.60b (loss narrowed 7.8% from FY 2020). Revenue missed analyst estimates by 100%. Earnings per share (EPS) also missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 5.9%, compared to a 9.0% growth forecast for the retail industry in South Africa. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 42 percentage points per year, which is a significant difference in performance.Reported Earnings • Mar 08Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: R7.42 loss per share (up from R8.02 loss in FY 2020). Revenue: R77.6b (down 10% from FY 2020). Net loss: R1.60b (loss narrowed 7.8% from FY 2020). Revenue missed analyst estimates by 100%. Earnings per share (EPS) also missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 5.9%, compared to a 9.0% growth forecast for the retail industry in South Africa. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 42 percentage points per year, which is a significant difference in performance.お知らせ • Feb 19Massmart Holdings Limited to Report Fiscal Year 2021 Results on Mar 07, 2022Massmart Holdings Limited announced that they will report fiscal year 2021 results on Mar 07, 2022お知らせ • Dec 22Massmart Holdings Limited Provides Earnings Guidance for the 52 Weeks Ending 26 December 2021Massmart Holdings Limited provided earnings guidance for the 52 weeks ending 26 December 2021. For the period, the company expects, with a reasonable degree of certainty, that its loss per share will be at least 20% or 160.4 cents per share worse that the reported loss per share in 2020 of 802.3 cents.Reported Earnings • Aug 29First half 2021 earnings released: R3.65 loss per share (vs R4.11 loss in 1H 2020)The company reported a solid first half result with reduced losses, improved revenues and improved control over expenses. First half 2021 results: Revenue: R37.4b (up 6.1% from 1H 2020). Net loss: R787.4m (loss narrowed 12% from 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.Director Overboarding • Aug 28Director Sindiswa Zilwa has joined 5th company boardIndependent Non-executive Director Sindiswa Zilwa has been appointed to the board of Massmart Holdings Limited (JSE:MSM). Zilwa now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Aug 28Director Sindiswa Zilwa has joined 5th company boardIndependent Non-executive Director Sindiswa Zilwa has been appointed to the board of Massmart Holdings Limited (JSE:MSM). Zilwa now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Aug 28Director Sindiswa Zilwa has joined 5th company boardIndependent Non-executive Director Sindiswa Zilwa has been appointed to the board of Massmart Holdings Limited (JSE:MSM). Zilwa now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Aug 28Director Sindiswa Zilwa has joined 5th company boardIndependent Non-executive Director Sindiswa Zilwa has been appointed to the board of Massmart Holdings Limited (JSE:MSM). Zilwa now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Aug 28Director Sindiswa Zilwa has joined 5th company boardIndependent Non-executive Director Sindiswa Zilwa has been appointed to the board of Massmart Holdings Limited (JSE:MSM). Zilwa now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Aug 28Director Sindiswa Zilwa has joined 5th company boardIndependent Non-executive Director Sindiswa Zilwa has been appointed to the board of Massmart Holdings Limited (JSE:MSM). Zilwa now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Aug 28Director Sindiswa Zilwa has joined 5th company boardIndependent Non-executive Director Sindiswa Zilwa has been appointed to the board of Massmart Holdings Limited (JSE:MSM). Zilwa now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Executive Departure • Aug 28Non-Independent Non-Executive Director Susan Muigai has left the companyOn the 27th of August, Susan Muigai's tenure as Non-Independent Non-Executive Director ended after 4.3 years in the role. We don't have any record of a personal shareholding under Susan's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 1.96 years, which is considered inexperienced in the Simply Wall St Risk Model.Executive Departure • Aug 28Deputy Chair & Lead Independent Director Phumzile Langeni has left the companyOn the 27th of August, Phumzile Langeni's tenure as Deputy Chair & Lead Independent Director ended after 17.0 years in the role. We don't have any record of a personal shareholding under Phumzile's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 1.96 years, which is considered inexperienced in the Simply Wall St Risk Model.お知らせ • Aug 25Massmart in Talks to Buy Grocery Service OneCartMassmart Holdings Limited (JSE:MSM) is in advanced talks to buy a controlling stake in grocery delivery service OneCart PTY (Ltd)., the Walmart-owned retailer said on August 25, 2021. The group also said it hopes to conclude negotiations on the potential acquisition, which aligns with its strategy to boost its e-commerce growth, in the coming weeks.Major Estimate Revision • Mar 15Analysts update estimatesThe company is forecast to report a profit instead of a loss in 2021 with analysts raising their consensus EPS forecasts from -R0.84 to R0.92. Revenue estimate was approximately flat at R90.7b. The Consumer Retailing industry in South Africa is expected to see an average net income growth of 26% next year. The consensus price target increased from R44.38 to R57.66. Share price is up 13% to R61.05 over the past week.Reported Earnings • Mar 10Full year 2020 earnings released: R8.02 loss per share (vs R6.01 loss in FY 2019)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: R86.5b (down 7.7% from FY 2019). Net loss: R1.74b (loss widened 33% from FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance.Analyst Estimate Surprise Post Earnings • Mar 10Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 0.1%. Earnings per share (EPS) also surpassed analyst estimates by 26%. Over the next year, revenue is forecast to grow 5.8%, compared to a 11% growth forecast for the Consumer Retailing industry in South Africa.Is New 90 Day High Low • Mar 08New 90-day high: R54.10The company is up 46% from its price of R37.00 on 08 December 2020. The South African market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing 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 R72.66 per share.お知らせ • Mar 07An unknown buyer acquired an unknown stake in Massmart Holdings Limited (JSE:MSM) from Public Investment Corporation Limited.An unknown buyer acquired an unknown stake in Massmart Holdings Limited (JSE:MSM) from Public Investment Corporation Limited on March 5, 2021. Post completion of the deal, total interest in the ordinary shares held by Public Investment Corporation now amounts to 9.018% of the total issued ordinary shares of Massmart. An unknown buyer completed the acquisition of an unknown stake in Massmart Holdings Limited (JSE:MSM) from Public Investment Corporation Limited on March 5, 2021.分析記事 • Mar 02The Returns At Massmart Holdings (JSE:MSM) Provide Us With Signs Of What's To ComeDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...Is New 90 Day High Low • Feb 08New 90-day high: R44.98The company is up 14% from its price of R39.50 on 10 November 2020. The South African market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is R72.49 per share.分析記事 • Feb 03How Much Did Massmart Holdings'(JSE:MSM) Shareholders Earn From Share Price Movements Over The Last Three Years?Massmart Holdings Limited ( JSE:MSM ) shareholders should be happy to see the share price up 17% in the last quarter...分析記事 • Dec 22Did Massmart Holdings Limited (JSE:MSM) Insiders Buy Up More Shares?We've lost count of how many times insiders have accumulated shares in a company that goes on to improve markedly. The...Is New 90 Day High Low • Dec 17New 90-day high: R41.85The company is up 41% from its price of R29.72 on 18 September 2020. The South African market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing 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 R75.26 per share.Price Target Changed • Dec 10Price target raised to R34.08Up from R30.50, the current price target is an average from 5 analysts. The new target price is 11% below the current share price of R38.46. As of last close, the stock is down 23% over the past year.分析記事 • Nov 26Our Take On The Returns On Capital At Massmart Holdings (JSE:MSM)If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to...Is New 90 Day High Low • Nov 05New 90-day high: R35.83The company is up 86% from its price of R19.24 on 07 August 2020. The South African market is down 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is R69.49 per share.お知らせ • Aug 21Massmart Holdings Limited to Report First Half, 2020 Results on Aug 27, 2020Massmart Holdings Limited announced that they will report first half, 2020 results on Aug 27, 2020お知らせ • Jul 17Massmart Commences Consultation Process in Terms of Section 189 and 189A of the Labour Relations Act – Game StoresMassmart Holdings Limited announced that the Massmart Group has recently completed an assessment of opportunities to improve their South African Game store efficiencies. Consequent to this project, Massmart advises shareholders that the group has commenced, with respect to its Game stores in South Africa, a consultation process in terms of section 189 and section 189A of the Labour Relations Act 66 of 1995, as amended ("the LRA"); with organised labour and other relevant stakeholders. This process may potentially affect 1,800 employees in Game stores in South Africa.株主還元MSMZA Consumer RetailingZA 市場7D0%2.8%2.2%1Y4.1%-10.6%9.9%株主還元を見る業界別リターン: MSM過去 1 年間で-10.6 % の収益を上げたZA Consumer Retailing業界を下回りました。リターン対市場: MSMは、過去 1 年間で9.9 % のリターンを上げたZA市場を下回りました。価格変動Is MSM's price volatile compared to industry and market?MSM volatilityMSM Average Weekly Movement1.4%Consumer Retailing Industry Average Movement4.3%Market Average Movement4.6%10% most volatile stocks in ZA Market9.9%10% least volatile stocks in ZA Market2.7%安定した株価: MSM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: MSMの 週次ボラティリティ は、過去 1 年間で9%から1%に減少しました。会社概要設立従業員CEO（最高経営責任者ウェブサイト199041,000Mitch Slapewww.massmart.co.zaもっと見るMassmart Holdings Limited 基礎のまとめMassmart Holdings の収益と売上を時価総額と比較するとどうか。MSM 基礎統計学時価総額R13.40b収益（TTM）-R1.73b売上高(TTM)R78.32b0.2xP/Sレシオ-7.7xPER（株価収益率MSM 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MSM 損益計算書（TTM）収益R78.32b売上原価R64.05b売上総利益R14.27bその他の費用R16.00b収益-R1.73b直近の収益報告Jun 26, 2022次回決算日該当なし一株当たり利益（EPS）-8.00グロス・マージン18.21%純利益率-2.21%有利子負債／自己資本比率839.0%MSM 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2022/11/28 11:58終値2022/11/18 00:00収益2022/06/26年間収益2021/12/26データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Massmart Holdings Limited 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。11 アナリスト機関Victor DimaArqaam Capital Research Offshore S.A.L.Rod SalmonBarclaysPaul Henri SteegersBofA Global Research8 その他のアナリストを表示
Board Change • Sep 15High number of new directorsIndependent Non-Executive Director Mteto Nyati was the last director to join the board, commencing their role in 2022.
Reported Earnings • Aug 30Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: R7.42 loss per share (down from R4.77 loss in FY 2020). Revenue: R77.6b (flat on FY 2020). Net loss: R1.60b (loss widened 55% from FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.5%. Over the next year, revenue is forecast to grow 4.0%, compared to a 8.9% growth forecast for the Consumer Retailing industry in South Africa. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.
Price Target Changed • Aug 30Price target increased to R107Up from R72.00, the current price target is an average from 2 analysts. New target price is 84% above last closing price of R58.30. Stock is down 1.1% over the past year. The company posted a net loss per share of R7.42 last year.
Price Target Changed • May 26Price target decreased to R63.33Down from R72.00, the current price target is an average from 3 analysts. New target price is 78% above last closing price of R35.53. Stock is down 44% over the past year. The company is forecast to post earnings per share of R0.50 next year compared to a net loss per share of R7.42 last year.
Price Target Changed • Apr 27Price target decreased to R70.33Down from R78.67, the current price target is an average from 3 analysts. New target price is 69% above last closing price of R41.67. Stock is down 23% over the past year. The company is forecast to post earnings per share of R1.08 next year compared to a net loss per share of R7.42 last year.
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-executive Director Sindi Zilwa was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Sep 15High number of new directorsIndependent Non-Executive Director Mteto Nyati was the last director to join the board, commencing their role in 2022.
Reported Earnings • Aug 30Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: R7.42 loss per share (down from R4.77 loss in FY 2020). Revenue: R77.6b (flat on FY 2020). Net loss: R1.60b (loss widened 55% from FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.5%. Over the next year, revenue is forecast to grow 4.0%, compared to a 8.9% growth forecast for the Consumer Retailing industry in South Africa. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.
Price Target Changed • Aug 30Price target increased to R107Up from R72.00, the current price target is an average from 2 analysts. New target price is 84% above last closing price of R58.30. Stock is down 1.1% over the past year. The company posted a net loss per share of R7.42 last year.
Price Target Changed • May 26Price target decreased to R63.33Down from R72.00, the current price target is an average from 3 analysts. New target price is 78% above last closing price of R35.53. Stock is down 44% over the past year. The company is forecast to post earnings per share of R0.50 next year compared to a net loss per share of R7.42 last year.
Price Target Changed • Apr 27Price target decreased to R70.33Down from R78.67, the current price target is an average from 3 analysts. New target price is 69% above last closing price of R41.67. Stock is down 23% over the past year. The company is forecast to post earnings per share of R1.08 next year compared to a net loss per share of R7.42 last year.
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-executive Director Sindi Zilwa was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 19Massmart Holdings Limited, Annual General Meeting, May 19, 2022Massmart Holdings Limited, Annual General Meeting, May 19, 2022, at 12:00 South Africa Standard Time. Location: at The Protea Room, Massmart House, 16 Peltier Drive Sunninghill Ext 6 Sandton Sandton South Africa
Price Target Changed • Mar 09Price target decreased to R69.67Down from R75.25, the current price target is an average from 3 analysts. New target price is 55% above last closing price of R45.05. Stock is down 22% over the past year. The company is forecast to post earnings per share of R3.00 next year compared to a net loss per share of R7.42 last year.
Reported Earnings • Mar 08Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: R7.42 loss per share (up from R8.02 loss in FY 2020). Revenue: R77.6b (down 10% from FY 2020). Net loss: R1.60b (loss narrowed 7.8% from FY 2020). Revenue missed analyst estimates by 100%. Earnings per share (EPS) also missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 5.9%, compared to a 9.0% growth forecast for the retail industry in South Africa. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 42 percentage points per year, which is a significant difference in performance.
Reported Earnings • Mar 08Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: R7.42 loss per share (up from R8.02 loss in FY 2020). Revenue: R77.6b (down 10% from FY 2020). Net loss: R1.60b (loss narrowed 7.8% from FY 2020). Revenue missed analyst estimates by 100%. Earnings per share (EPS) also missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 5.9%, compared to a 9.0% growth forecast for the retail industry in South Africa. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 42 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 19Massmart Holdings Limited to Report Fiscal Year 2021 Results on Mar 07, 2022Massmart Holdings Limited announced that they will report fiscal year 2021 results on Mar 07, 2022
お知らせ • Dec 22Massmart Holdings Limited Provides Earnings Guidance for the 52 Weeks Ending 26 December 2021Massmart Holdings Limited provided earnings guidance for the 52 weeks ending 26 December 2021. For the period, the company expects, with a reasonable degree of certainty, that its loss per share will be at least 20% or 160.4 cents per share worse that the reported loss per share in 2020 of 802.3 cents.
Reported Earnings • Aug 29First half 2021 earnings released: R3.65 loss per share (vs R4.11 loss in 1H 2020)The company reported a solid first half result with reduced losses, improved revenues and improved control over expenses. First half 2021 results: Revenue: R37.4b (up 6.1% from 1H 2020). Net loss: R787.4m (loss narrowed 12% from 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.
Director Overboarding • Aug 28Director Sindiswa Zilwa has joined 5th company boardIndependent Non-executive Director Sindiswa Zilwa has been appointed to the board of Massmart Holdings Limited (JSE:MSM). Zilwa now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Aug 28Director Sindiswa Zilwa has joined 5th company boardIndependent Non-executive Director Sindiswa Zilwa has been appointed to the board of Massmart Holdings Limited (JSE:MSM). Zilwa now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Aug 28Director Sindiswa Zilwa has joined 5th company boardIndependent Non-executive Director Sindiswa Zilwa has been appointed to the board of Massmart Holdings Limited (JSE:MSM). Zilwa now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Aug 28Director Sindiswa Zilwa has joined 5th company boardIndependent Non-executive Director Sindiswa Zilwa has been appointed to the board of Massmart Holdings Limited (JSE:MSM). Zilwa now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Aug 28Director Sindiswa Zilwa has joined 5th company boardIndependent Non-executive Director Sindiswa Zilwa has been appointed to the board of Massmart Holdings Limited (JSE:MSM). Zilwa now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Aug 28Director Sindiswa Zilwa has joined 5th company boardIndependent Non-executive Director Sindiswa Zilwa has been appointed to the board of Massmart Holdings Limited (JSE:MSM). Zilwa now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Aug 28Director Sindiswa Zilwa has joined 5th company boardIndependent Non-executive Director Sindiswa Zilwa has been appointed to the board of Massmart Holdings Limited (JSE:MSM). Zilwa now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Executive Departure • Aug 28Non-Independent Non-Executive Director Susan Muigai has left the companyOn the 27th of August, Susan Muigai's tenure as Non-Independent Non-Executive Director ended after 4.3 years in the role. We don't have any record of a personal shareholding under Susan's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 1.96 years, which is considered inexperienced in the Simply Wall St Risk Model.
Executive Departure • Aug 28Deputy Chair & Lead Independent Director Phumzile Langeni has left the companyOn the 27th of August, Phumzile Langeni's tenure as Deputy Chair & Lead Independent Director ended after 17.0 years in the role. We don't have any record of a personal shareholding under Phumzile's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 1.96 years, which is considered inexperienced in the Simply Wall St Risk Model.
お知らせ • Aug 25Massmart in Talks to Buy Grocery Service OneCartMassmart Holdings Limited (JSE:MSM) is in advanced talks to buy a controlling stake in grocery delivery service OneCart PTY (Ltd)., the Walmart-owned retailer said on August 25, 2021. The group also said it hopes to conclude negotiations on the potential acquisition, which aligns with its strategy to boost its e-commerce growth, in the coming weeks.
Major Estimate Revision • Mar 15Analysts update estimatesThe company is forecast to report a profit instead of a loss in 2021 with analysts raising their consensus EPS forecasts from -R0.84 to R0.92. Revenue estimate was approximately flat at R90.7b. The Consumer Retailing industry in South Africa is expected to see an average net income growth of 26% next year. The consensus price target increased from R44.38 to R57.66. Share price is up 13% to R61.05 over the past week.
Reported Earnings • Mar 10Full year 2020 earnings released: R8.02 loss per share (vs R6.01 loss in FY 2019)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: R86.5b (down 7.7% from FY 2019). Net loss: R1.74b (loss widened 33% from FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance.
Analyst Estimate Surprise Post Earnings • Mar 10Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 0.1%. Earnings per share (EPS) also surpassed analyst estimates by 26%. Over the next year, revenue is forecast to grow 5.8%, compared to a 11% growth forecast for the Consumer Retailing industry in South Africa.
Is New 90 Day High Low • Mar 08New 90-day high: R54.10The company is up 46% from its price of R37.00 on 08 December 2020. The South African market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing 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 R72.66 per share.
お知らせ • Mar 07An unknown buyer acquired an unknown stake in Massmart Holdings Limited (JSE:MSM) from Public Investment Corporation Limited.An unknown buyer acquired an unknown stake in Massmart Holdings Limited (JSE:MSM) from Public Investment Corporation Limited on March 5, 2021. Post completion of the deal, total interest in the ordinary shares held by Public Investment Corporation now amounts to 9.018% of the total issued ordinary shares of Massmart. An unknown buyer completed the acquisition of an unknown stake in Massmart Holdings Limited (JSE:MSM) from Public Investment Corporation Limited on March 5, 2021.
分析記事 • Mar 02The Returns At Massmart Holdings (JSE:MSM) Provide Us With Signs Of What's To ComeDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
Is New 90 Day High Low • Feb 08New 90-day high: R44.98The company is up 14% from its price of R39.50 on 10 November 2020. The South African market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is R72.49 per share.
分析記事 • Feb 03How Much Did Massmart Holdings'(JSE:MSM) Shareholders Earn From Share Price Movements Over The Last Three Years?Massmart Holdings Limited ( JSE:MSM ) shareholders should be happy to see the share price up 17% in the last quarter...
分析記事 • Dec 22Did Massmart Holdings Limited (JSE:MSM) Insiders Buy Up More Shares?We've lost count of how many times insiders have accumulated shares in a company that goes on to improve markedly. The...
Is New 90 Day High Low • Dec 17New 90-day high: R41.85The company is up 41% from its price of R29.72 on 18 September 2020. The South African market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing 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 R75.26 per share.
Price Target Changed • Dec 10Price target raised to R34.08Up from R30.50, the current price target is an average from 5 analysts. The new target price is 11% below the current share price of R38.46. As of last close, the stock is down 23% over the past year.
分析記事 • Nov 26Our Take On The Returns On Capital At Massmart Holdings (JSE:MSM)If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to...
Is New 90 Day High Low • Nov 05New 90-day high: R35.83The company is up 86% from its price of R19.24 on 07 August 2020. The South African market is down 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is R69.49 per share.
お知らせ • Aug 21Massmart Holdings Limited to Report First Half, 2020 Results on Aug 27, 2020Massmart Holdings Limited announced that they will report first half, 2020 results on Aug 27, 2020
お知らせ • Jul 17Massmart Commences Consultation Process in Terms of Section 189 and 189A of the Labour Relations Act – Game StoresMassmart Holdings Limited announced that the Massmart Group has recently completed an assessment of opportunities to improve their South African Game store efficiencies. Consequent to this project, Massmart advises shareholders that the group has commenced, with respect to its Game stores in South Africa, a consultation process in terms of section 189 and section 189A of the Labour Relations Act 66 of 1995, as amended ("the LRA"); with organised labour and other relevant stakeholders. This process may potentially affect 1,800 employees in Game stores in South Africa.
