Brait（BAT）株式概要ブライトPLCは投資持株会社で、非上場企業に投資している。 詳細BAT 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5/6財務の健全性3/6配当金0/6報酬株価収益率（ 6.6 x） ZA市場（ 8.6 x）を下回っています。過去1年間で収益は96.9%増加しました リスク分析リスクチェックの結果、BAT 、リスクは検出されなかった。すべてのリスクチェックを見るBAT Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW483,421 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 NarrativeBLINRODA483,421 investors already sharing narrativesYour Fair ValueRCurrent PriceR2.25221.4% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-19b25b2016201920222025202620282031Revenue R1.2bEarnings R919.8mAdvancedSet Fair ValueView all narrativesBrait PLC 競合他社Alexander Forbes Group HoldingsSymbol: JSE:AFHMarket cap: R9.4bSygniaSymbol: JSE:SYGMarket cap: R5.0bCoronation Fund ManagersSymbol: JSE:CMLMarket cap: R14.9bEPE Capital PartnersSymbol: JSE:EPEMarket cap: R743.8m価格と性能株価の高値、安値、推移の概要Brait過去の株価現在の株価R2.2552週高値R2.4552週安値R1.85ベータ-0.111ヶ月の変化8.17%3ヶ月変化-0.44%1年変化4.65%3年間の変化-23.99%5年間の変化-23.73%IPOからの変化-88.75%最新ニュースお知らせ • Jul 16Brait PLC has filed a Follow-on Equity Offering in the amount of ZAR 2.5 billion.Brait PLC has filed a Follow-on Equity Offering in the amount of ZAR 2.5 billion. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 1,655,629,139 Price\Range: ZAR 1.51 Discount Per Security: ZAR 0.0151 Transaction Features: Rights Offeringお知らせ • Jul 10Brait PLC, Annual General Meeting, Aug 06, 2026Brait PLC, Annual General Meeting, Aug 06, 2026, at 11:00 Arabian Standard Time. Location: 12th floor, standard chartered tower, 19 bank street, cybercity, ebene 72201, Mauritiusお知らせ • Jun 20Brait PLC to Report Fiscal Year 2026 Results on Jun 18, 2026Brait PLC announced that they will report fiscal year 2026 results on Jun 18, 2026New Risk • May 31New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2025. 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. This is currently the only risk that has been identified for the company.Recent Insider Transactions • Jan 16Non-Executive Director recently bought R257k worth of stockOn the 8th of January, Christoffel F. Wiese bought around 116k shares on-market at roughly R2.21 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R4.5m. Insiders have collectively bought R67m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Jan 13Non-Executive Director recently bought R257k worth of stockOn the 8th of January, Christoffel F. Wiese bought around 116k shares on-market at roughly R2.21 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R4.5m. Insiders have collectively bought R67m more in shares than they have sold in the last 12 months.最新情報をもっと見るRecent updatesお知らせ • Jul 16Brait PLC has filed a Follow-on Equity Offering in the amount of ZAR 2.5 billion.Brait PLC has filed a Follow-on Equity Offering in the amount of ZAR 2.5 billion. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 1,655,629,139 Price\Range: ZAR 1.51 Discount Per Security: ZAR 0.0151 Transaction Features: Rights Offeringお知らせ • Jul 10Brait PLC, Annual General Meeting, Aug 06, 2026Brait PLC, Annual General Meeting, Aug 06, 2026, at 11:00 Arabian Standard Time. Location: 12th floor, standard chartered tower, 19 bank street, cybercity, ebene 72201, Mauritiusお知らせ • Jun 20Brait PLC to Report Fiscal Year 2026 Results on Jun 18, 2026Brait PLC announced that they will report fiscal year 2026 results on Jun 18, 2026New Risk • May 31New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2025. 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. This is currently the only risk that has been identified for the company.Recent Insider Transactions • Jan 16Non-Executive Director recently bought R257k worth of stockOn the 8th of January, Christoffel F. Wiese bought around 116k shares on-market at roughly R2.21 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R4.5m. Insiders have collectively bought R67m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Jan 13Non-Executive Director recently bought R257k worth of stockOn the 8th of January, Christoffel F. Wiese bought around 116k shares on-market at roughly R2.21 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R4.5m. Insiders have collectively bought R67m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Dec 12Non-Executive Director recently bought R608k worth of stockOn the 9th of December, Christoffel F. Wiese bought around 280k shares on-market at roughly R2.18 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R4.5m. Insiders have collectively bought R73m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Nov 21Non-Executive Director recently bought R4.5m worth of stockOn the 17th of November, Christoffel F. Wiese bought around 2m shares on-market at roughly R2.15 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought R128m more in shares than they have sold in the last 12 months.お知らせ • Nov 15Brait PLC to Report First Half, 2026 Results on Nov 13, 2025Brait PLC announced that they will report first half, 2026 results on Nov 13, 2025New Risk • Aug 03New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: R54m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (193% increase in shares outstanding). Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (R54m sold).Recent Insider Transactions • Jul 25Non-Executive Director recently bought R7.4m worth of stockOn the 22nd of July, Paul Roelofse bought around 3m shares on-market at roughly R2.13 per share. This transaction increased Paul's direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought R145m more in shares than they have sold in the last 12 months.お知らせ • Jul 11Brait PLC, Annual General Meeting, Aug 07, 2025Brait PLC, Annual General Meeting, Aug 07, 2025, at 11:00 Arabian Standard Time. Location: 12th floor, standard chartered tower, 19 bank street, cybercity, ebene 72201, mauritius, MauritiusRecent Insider Transactions • Jun 27Non-Executive Director recently bought R1.2m worth of stockOn the 23rd of June, Christoffel F. Wiese bought around 550k shares on-market at roughly R2.17 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought R226m more in shares than they have sold in the last 12 months.New Risk • Jun 01New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (193% increase in shares outstanding). Minor Risks Latest financial reports are more than 6 months old (reported September 2024 fiscal period end). Large one-off items impacting financial results.お知らせ • Apr 30Brait PLC to Report Fiscal Year 2025 Results on Jun 10, 2025Brait PLC announced that they will report fiscal year 2025 results on Jun 10, 2025Recent Insider Transactions • Mar 20Non-Executive Director recently bought R42m worth of stockOn the 17th of March, Christoffel F. Wiese bought around 22m shares on-market at roughly R1.90 per share. This transaction amounted to 1.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought R222m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Feb 26Non-Executive Director recently bought R526k worth of stockOn the 20th of February, Christoffel F. Wiese bought around 263k shares on-market at roughly R2.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R47m. Insiders have collectively bought R177m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Feb 20Non-Executive Director recently bought R793k worth of stockOn the 13th of February, Christoffel F. Wiese bought around 396k shares on-market at roughly R2.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R47m. Insiders have collectively bought R176m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Feb 09Non-Executive Director recently bought R496k worth of stockOn the 4th of February, Christoffel F. Wiese bought around 248k shares on-market at roughly R2.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R47m. Insiders have collectively bought R176m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Jan 29Non-Executive Director recently bought R415k worth of stockOn the 21st of January, Christoffel F. Wiese bought around 207k shares on-market at roughly R2.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R47m. Insiders have collectively bought R172m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Jan 25Non-Executive Director recently bought R415k worth of stockOn the 21st of January, Christoffel F. Wiese bought around 207k shares on-market at roughly R2.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R47m. Insiders have collectively bought R172m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Jan 22Non-Executive Director recently bought R5.4m worth of stockOn the 13th of January, Christoffel F. Wiese bought around 3m shares on-market at roughly R2.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R47m. Insiders have collectively bought R172m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Jan 03Non-Executive Director recently bought R434k worth of stockOn the 27th of December, Christoffel F. Wiese bought around 217k shares on-market at roughly R2.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R47m. Insiders have collectively bought R166m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Dec 17Non-Executive Director recently bought R47m worth of stockOn the 11th of December, Christoffel F. Wiese bought around 22m shares on-market at roughly R2.09 per share. This transaction amounted to 1.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought R165m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Dec 08Non-Executive Director recently bought R524k worth of stockOn the 2nd of December, Christoffel F. Wiese bought around 262k shares on-market at roughly R2.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R15m. Insiders have collectively bought R119m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Dec 07Non-Executive Director recently bought R524k worth of stockOn the 2nd of December, Christoffel F. Wiese bought around 262k shares on-market at roughly R2.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R15m. Insiders have collectively bought R119m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Dec 03Non-Executive Director recently bought R7.8m worth of stockOn the 26th of November, Christoffel F. Wiese bought around 4m shares on-market at roughly R2.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R15m. Insiders have collectively bought R118m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Nov 20Non-Executive Director recently bought R15m worth of stockOn the 14th of November, Christoffel F. Wiese bought around 7m shares on-market at roughly R1.95 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought R104m more in shares than they have sold in the last 12 months.New Risk • Nov 14New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: R4.3m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (193% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (7.8% average weekly change). Large one-off items impacting financial results. Significant insider selling over the past 3 months (R4.3m sold).お知らせ • Nov 13Brait PLC to Report First Half, 2025 Results on Nov 13, 2024Brait PLC announced that they will report first half, 2025 results on Nov 13, 2024Recent Insider Transactions • Sep 15Non-Executive Director recently bought R755k worth of stockOn the 10th of September, Christoffel F. Wiese bought around 755k shares on-market at roughly R1.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R50m. Insiders have collectively bought R89m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Sep 11Non-Executive Director recently bought R332k worth of stockOn the 4th of September, Christoffel F. Wiese bought around 333k shares on-market at roughly R1.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R50m. Insiders have collectively bought R88m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Aug 23Non-Executive Director recently sold R4.3m worth of stockOn the 20th of August, Christoffel F. Wiese sold around 7m shares on-market at roughly R0.59 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought R86m more than they sold in the last 12 months.New Risk • Aug 21New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 193% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (13% average weekly change). Shareholders have been substantially diluted in the past year (193% increase in shares outstanding).Recent Insider Transactions • Jul 30Non-Executive Director recently bought R14m worth of stockOn the 24th of July, Christoffel F. Wiese bought around 16m shares on-market at roughly R0.87 per share. This transaction amounted to 3.4% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R50m. Insiders have collectively bought R89m more in shares than they have sold in the last 12 months.New Risk • Jul 24New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South African stocks, typically moving 12% 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 Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risk Market cap is less than US$100m (R1.04b market cap, or US$56.8m).お知らせ • Jul 13Brait PLC, Annual General Meeting, Aug 12, 2024Brait PLC, Annual General Meeting, Aug 12, 2024, at 11:00 Arabian Standard Time. Location: 4th floor, the axis, 26 bank street, ebene 72201, MauritiusNew Risk • Jun 02New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 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 Less than 1 year of cash runway based on free cash flow trend (-R17m free cash flow). Revenue is less than US$1m. Minor Risks Latest financial reports are more than 6 months old (reported September 2023 fiscal period end). Share price has been volatile over the past 3 months (7.3% average weekly change). Market cap is less than US$100m (R1.52b market cap, or US$80.8m).New Risk • May 14New 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 Less than 1 year of cash runway based on free cash flow trend (-R17m free cash flow). Revenue is less than US$1m. Minor Risks Share price has been volatile over the past 3 months (7.4% average weekly change). Market cap is less than US$100m (R1.56b market cap, or US$84.7m).New Risk • Mar 16New 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 7.0% 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 Less than 1 year of cash runway based on free cash flow trend (-R17m free cash flow). Revenue is less than US$1m. Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (R1.70b market cap, or US$90.7m).New Risk • Mar 11New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: R1.74b (US$93.3m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-R17m free cash flow). Revenue is less than US$1m. Minor Risk Market cap is less than US$100m (R1.74b market cap, or US$93.3m).お知らせ • Nov 17Brait PLC to Report Q2, 2024 Results on Nov 15, 2023Brait PLC announced that they will report Q2, 2024 results on Nov 15, 2023New Risk • Jun 17New major risk - Revenue sizeThe company makes less than US$1m in revenue. This is considered a major risk. Companies with a small amount of revenue are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.Board Change • Nov 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Michael Dabrowski 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.分析記事 • Jul 16Some Confidence Is Lacking In Brait PLC's (JSE:BAT) P/EIt's not a stretch to say that Brait PLC's ( JSE:BAT ) price-to-earnings (or "P/E") ratio of 8.4x right now seems quite...Price Target Changed • Apr 27Price target decreased to R2.90Down from R3.80, the current price target is provided by 1 analyst. New target price is 28% below last closing price of R4.04. Stock is up 48% over the past year. The company posted earnings per share of UK£0.016 last year.Board Change • Apr 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Michael Dabrowski 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.Valuation Update With 7 Day Price Move • Dec 17Investor sentiment improved over the past weekAfter last week's 15% share price gain to R4.49, the stock trades at a trailing P/E ratio of 4.5x. Average trailing P/E is 10x in the Capital Markets industry in South Africa. Total loss to shareholders of 78% over the past three years.Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improved over the past weekAfter last week's 17% share price gain to R4.81, the stock trades at a trailing P/E ratio of 14.6x. Average trailing P/E is 12x in the Capital Markets industry in South Africa. Total loss to shareholders of 80% over the past three years.Valuation Update With 7 Day Price Move • Sep 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to R3.35, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 12x in the Capital Markets industry in South Africa. Total loss to shareholders of 87% over the past three years.Price Target Changed • Jun 26Price target decreased to R2.90Down from R3.80, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of R2.95. Stock is down 14% over the past year.Executive Departure • May 29Independent Non-Executive Director has left the companyOn the 18th of May, Lawrence Porter's tenure as Independent Non-Executive Director ended after 8.0 years in the role. We don't have any record of a personal shareholding under Lawrence's name. A total of 5 executives have left over the last 12 months.Recent Insider Transactions • Mar 19Non-Executive Director recently bought R33m worth of stockOn the 16th of March, Christoffel F. Wiese bought around 12m shares on-market at roughly R2.72 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought R43m more in shares than they have sold in the last 12 months.Is New 90 Day High Low • Feb 15New 90-day low: R2.85The company is down 26% from its price of R3.85 on 17 November 2020. The South African market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Capital Markets industry, which is up 8.0% over the same period.Is New 90 Day High Low • Jan 28New 90-day low: R3.17The company is down 10.0% from its price of R3.52 on 30 October 2020. The South African market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Capital Markets industry, which is up 17% over the same period.Is New 90 Day High Low • Jan 08New 90-day low: R3.29The company is down 18% from its price of R3.99 on 09 October 2020. The South African market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Capital Markets industry, which is up 11% over the same period.Recent Insider Transactions • Oct 04Non-Executive Director recently bought R1.7m worth of stockOn the 28th of September, Christoffel F. Wiese bought around 485k shares on-market at roughly R3.46 per share. In the last 3 months, they made an even bigger purchase worth R3.4m. Despite this recent purchase, insiders have collectively sold R1.8m more in shares than they bought in the last 12 months.Recent Insider Transactions • Sep 30Non-Executive Director recently bought R3.4m worth of stockOn the 23rd of September, Christoffel F. Wiese bought around 1m shares on-market at roughly R3.35 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold R6.4m more in shares than they bought in the last 12 months.株主還元BATZA Capital MarketsZA 市場7D7.1%3.0%2.4%1Y4.7%13.2%12.2%株主還元を見る業界別リターン: BAT過去 1 年間で13.2 % の収益を上げたZA Capital Markets業界を下回りました。リターン対市場: BATは、過去 1 年間で12.2 % のリターンを上げたZA市場を下回りました。価格変動Is BAT's price volatile compared to industry and market?BAT volatilityBAT Average Weekly Movement5.1%Capital Markets Industry Average Movement5.1%Market Average Movement4.7%10% most volatile stocks in ZA Market10.1%10% least volatile stocks in ZA Market2.6%安定した株価: BAT 、 ZA市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: BATの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2011n/aPeter Hayward-Buttwww.brait.comブライトPLC は投資持株会社で、民間企業に投資している。主な投資先はヴァージン・アクティブ、プレミア、ニュールックなど。同社のニュールック事業は、バリューファッションのオムニチャネル・リテーラーで、ドレス、外出用品、靴などをオンラインを通じて販売している。また、南アフリカ、エスワティニ、レソト、モザンビークで、小麦粉製品、トウモロコシミール、トウモロコシ米、サンプ、インスタント粥、トウモロコシベースの多穀物飲料、パン製品、各種マフィン、ケーキ、パン、スノーボールなどを製造する消費者向けパッケージ商品会社、プレミアを運営している。さらに、南アフリカ、英国、イタリア、オーストラリア、ナミビア、ボツワナ、タイ、シンガポールでヴァージン・アクティブのもとヘルスクラブを運営している。ブライトPLCは2011年に設立され、モーリシャスのモカに本社を置いている。もっと見るBrait PLC 基礎のまとめBrait の収益と売上を時価総額と比較するとどうか。BAT 基礎統計学時価総額R8.69b収益（TTM）R1.32b売上高(TTM)R1.80b6.6xPER（株価収益率4.8xP/SレシオBAT 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BAT 損益計算書（TTM）収益R1.80b売上原価R0売上総利益R1.80bその他の費用R473.00m収益R1.32b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）0.34グロス・マージン100.00%純利益率73.66%有利子負債／自己資本比率21.5%BAT の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/04 03:09終値2026/08/03 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-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Brait PLC 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。5 アナリスト機関Michael JacksBofA Global ResearchCaron BramwellDeutsche BankFatima LaherMacquarie Research2 その他のアナリストを表示
お知らせ • Jul 16Brait PLC has filed a Follow-on Equity Offering in the amount of ZAR 2.5 billion.Brait PLC has filed a Follow-on Equity Offering in the amount of ZAR 2.5 billion. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 1,655,629,139 Price\Range: ZAR 1.51 Discount Per Security: ZAR 0.0151 Transaction Features: Rights Offering
お知らせ • Jul 10Brait PLC, Annual General Meeting, Aug 06, 2026Brait PLC, Annual General Meeting, Aug 06, 2026, at 11:00 Arabian Standard Time. Location: 12th floor, standard chartered tower, 19 bank street, cybercity, ebene 72201, Mauritius
お知らせ • Jun 20Brait PLC to Report Fiscal Year 2026 Results on Jun 18, 2026Brait PLC announced that they will report fiscal year 2026 results on Jun 18, 2026
New Risk • May 31New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2025. 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. This is currently the only risk that has been identified for the company.
Recent Insider Transactions • Jan 16Non-Executive Director recently bought R257k worth of stockOn the 8th of January, Christoffel F. Wiese bought around 116k shares on-market at roughly R2.21 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R4.5m. Insiders have collectively bought R67m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Jan 13Non-Executive Director recently bought R257k worth of stockOn the 8th of January, Christoffel F. Wiese bought around 116k shares on-market at roughly R2.21 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R4.5m. Insiders have collectively bought R67m more in shares than they have sold in the last 12 months.
お知らせ • Jul 16Brait PLC has filed a Follow-on Equity Offering in the amount of ZAR 2.5 billion.Brait PLC has filed a Follow-on Equity Offering in the amount of ZAR 2.5 billion. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 1,655,629,139 Price\Range: ZAR 1.51 Discount Per Security: ZAR 0.0151 Transaction Features: Rights Offering
お知らせ • Jul 10Brait PLC, Annual General Meeting, Aug 06, 2026Brait PLC, Annual General Meeting, Aug 06, 2026, at 11:00 Arabian Standard Time. Location: 12th floor, standard chartered tower, 19 bank street, cybercity, ebene 72201, Mauritius
お知らせ • Jun 20Brait PLC to Report Fiscal Year 2026 Results on Jun 18, 2026Brait PLC announced that they will report fiscal year 2026 results on Jun 18, 2026
New Risk • May 31New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2025. 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. This is currently the only risk that has been identified for the company.
Recent Insider Transactions • Jan 16Non-Executive Director recently bought R257k worth of stockOn the 8th of January, Christoffel F. Wiese bought around 116k shares on-market at roughly R2.21 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R4.5m. Insiders have collectively bought R67m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Jan 13Non-Executive Director recently bought R257k worth of stockOn the 8th of January, Christoffel F. Wiese bought around 116k shares on-market at roughly R2.21 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R4.5m. Insiders have collectively bought R67m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Dec 12Non-Executive Director recently bought R608k worth of stockOn the 9th of December, Christoffel F. Wiese bought around 280k shares on-market at roughly R2.18 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R4.5m. Insiders have collectively bought R73m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Nov 21Non-Executive Director recently bought R4.5m worth of stockOn the 17th of November, Christoffel F. Wiese bought around 2m shares on-market at roughly R2.15 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought R128m more in shares than they have sold in the last 12 months.
お知らせ • Nov 15Brait PLC to Report First Half, 2026 Results on Nov 13, 2025Brait PLC announced that they will report first half, 2026 results on Nov 13, 2025
New Risk • Aug 03New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: R54m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (193% increase in shares outstanding). Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (R54m sold).
Recent Insider Transactions • Jul 25Non-Executive Director recently bought R7.4m worth of stockOn the 22nd of July, Paul Roelofse bought around 3m shares on-market at roughly R2.13 per share. This transaction increased Paul's direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought R145m more in shares than they have sold in the last 12 months.
お知らせ • Jul 11Brait PLC, Annual General Meeting, Aug 07, 2025Brait PLC, Annual General Meeting, Aug 07, 2025, at 11:00 Arabian Standard Time. Location: 12th floor, standard chartered tower, 19 bank street, cybercity, ebene 72201, mauritius, Mauritius
Recent Insider Transactions • Jun 27Non-Executive Director recently bought R1.2m worth of stockOn the 23rd of June, Christoffel F. Wiese bought around 550k shares on-market at roughly R2.17 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought R226m more in shares than they have sold in the last 12 months.
New Risk • Jun 01New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (193% increase in shares outstanding). Minor Risks Latest financial reports are more than 6 months old (reported September 2024 fiscal period end). Large one-off items impacting financial results.
お知らせ • Apr 30Brait PLC to Report Fiscal Year 2025 Results on Jun 10, 2025Brait PLC announced that they will report fiscal year 2025 results on Jun 10, 2025
Recent Insider Transactions • Mar 20Non-Executive Director recently bought R42m worth of stockOn the 17th of March, Christoffel F. Wiese bought around 22m shares on-market at roughly R1.90 per share. This transaction amounted to 1.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought R222m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Feb 26Non-Executive Director recently bought R526k worth of stockOn the 20th of February, Christoffel F. Wiese bought around 263k shares on-market at roughly R2.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R47m. Insiders have collectively bought R177m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Feb 20Non-Executive Director recently bought R793k worth of stockOn the 13th of February, Christoffel F. Wiese bought around 396k shares on-market at roughly R2.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R47m. Insiders have collectively bought R176m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Feb 09Non-Executive Director recently bought R496k worth of stockOn the 4th of February, Christoffel F. Wiese bought around 248k shares on-market at roughly R2.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R47m. Insiders have collectively bought R176m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Jan 29Non-Executive Director recently bought R415k worth of stockOn the 21st of January, Christoffel F. Wiese bought around 207k shares on-market at roughly R2.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R47m. Insiders have collectively bought R172m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Jan 25Non-Executive Director recently bought R415k worth of stockOn the 21st of January, Christoffel F. Wiese bought around 207k shares on-market at roughly R2.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R47m. Insiders have collectively bought R172m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Jan 22Non-Executive Director recently bought R5.4m worth of stockOn the 13th of January, Christoffel F. Wiese bought around 3m shares on-market at roughly R2.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R47m. Insiders have collectively bought R172m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Jan 03Non-Executive Director recently bought R434k worth of stockOn the 27th of December, Christoffel F. Wiese bought around 217k shares on-market at roughly R2.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R47m. Insiders have collectively bought R166m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Dec 17Non-Executive Director recently bought R47m worth of stockOn the 11th of December, Christoffel F. Wiese bought around 22m shares on-market at roughly R2.09 per share. This transaction amounted to 1.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought R165m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Dec 08Non-Executive Director recently bought R524k worth of stockOn the 2nd of December, Christoffel F. Wiese bought around 262k shares on-market at roughly R2.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R15m. Insiders have collectively bought R119m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Dec 07Non-Executive Director recently bought R524k worth of stockOn the 2nd of December, Christoffel F. Wiese bought around 262k shares on-market at roughly R2.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R15m. Insiders have collectively bought R119m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Dec 03Non-Executive Director recently bought R7.8m worth of stockOn the 26th of November, Christoffel F. Wiese bought around 4m shares on-market at roughly R2.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R15m. Insiders have collectively bought R118m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Nov 20Non-Executive Director recently bought R15m worth of stockOn the 14th of November, Christoffel F. Wiese bought around 7m shares on-market at roughly R1.95 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought R104m more in shares than they have sold in the last 12 months.
New Risk • Nov 14New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: R4.3m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (193% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (7.8% average weekly change). Large one-off items impacting financial results. Significant insider selling over the past 3 months (R4.3m sold).
お知らせ • Nov 13Brait PLC to Report First Half, 2025 Results on Nov 13, 2024Brait PLC announced that they will report first half, 2025 results on Nov 13, 2024
Recent Insider Transactions • Sep 15Non-Executive Director recently bought R755k worth of stockOn the 10th of September, Christoffel F. Wiese bought around 755k shares on-market at roughly R1.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R50m. Insiders have collectively bought R89m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Sep 11Non-Executive Director recently bought R332k worth of stockOn the 4th of September, Christoffel F. Wiese bought around 333k shares on-market at roughly R1.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R50m. Insiders have collectively bought R88m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Aug 23Non-Executive Director recently sold R4.3m worth of stockOn the 20th of August, Christoffel F. Wiese sold around 7m shares on-market at roughly R0.59 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought R86m more than they sold in the last 12 months.
New Risk • Aug 21New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 193% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (13% average weekly change). Shareholders have been substantially diluted in the past year (193% increase in shares outstanding).
Recent Insider Transactions • Jul 30Non-Executive Director recently bought R14m worth of stockOn the 24th of July, Christoffel F. Wiese bought around 16m shares on-market at roughly R0.87 per share. This transaction amounted to 3.4% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R50m. Insiders have collectively bought R89m more in shares than they have sold in the last 12 months.
New Risk • Jul 24New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South African stocks, typically moving 12% 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 Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risk Market cap is less than US$100m (R1.04b market cap, or US$56.8m).
お知らせ • Jul 13Brait PLC, Annual General Meeting, Aug 12, 2024Brait PLC, Annual General Meeting, Aug 12, 2024, at 11:00 Arabian Standard Time. Location: 4th floor, the axis, 26 bank street, ebene 72201, Mauritius
New Risk • Jun 02New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 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 Less than 1 year of cash runway based on free cash flow trend (-R17m free cash flow). Revenue is less than US$1m. Minor Risks Latest financial reports are more than 6 months old (reported September 2023 fiscal period end). Share price has been volatile over the past 3 months (7.3% average weekly change). Market cap is less than US$100m (R1.52b market cap, or US$80.8m).
New Risk • May 14New 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 Less than 1 year of cash runway based on free cash flow trend (-R17m free cash flow). Revenue is less than US$1m. Minor Risks Share price has been volatile over the past 3 months (7.4% average weekly change). Market cap is less than US$100m (R1.56b market cap, or US$84.7m).
New Risk • Mar 16New 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 7.0% 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 Less than 1 year of cash runway based on free cash flow trend (-R17m free cash flow). Revenue is less than US$1m. Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (R1.70b market cap, or US$90.7m).
New Risk • Mar 11New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: R1.74b (US$93.3m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-R17m free cash flow). Revenue is less than US$1m. Minor Risk Market cap is less than US$100m (R1.74b market cap, or US$93.3m).
お知らせ • Nov 17Brait PLC to Report Q2, 2024 Results on Nov 15, 2023Brait PLC announced that they will report Q2, 2024 results on Nov 15, 2023
New Risk • Jun 17New major risk - Revenue sizeThe company makes less than US$1m in revenue. This is considered a major risk. Companies with a small amount of revenue are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.
Board Change • Nov 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Michael Dabrowski 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.
分析記事 • Jul 16Some Confidence Is Lacking In Brait PLC's (JSE:BAT) P/EIt's not a stretch to say that Brait PLC's ( JSE:BAT ) price-to-earnings (or "P/E") ratio of 8.4x right now seems quite...
Price Target Changed • Apr 27Price target decreased to R2.90Down from R3.80, the current price target is provided by 1 analyst. New target price is 28% below last closing price of R4.04. Stock is up 48% over the past year. The company posted earnings per share of UK£0.016 last year.
Board Change • Apr 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Michael Dabrowski 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.
Valuation Update With 7 Day Price Move • Dec 17Investor sentiment improved over the past weekAfter last week's 15% share price gain to R4.49, the stock trades at a trailing P/E ratio of 4.5x. Average trailing P/E is 10x in the Capital Markets industry in South Africa. Total loss to shareholders of 78% over the past three years.
Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improved over the past weekAfter last week's 17% share price gain to R4.81, the stock trades at a trailing P/E ratio of 14.6x. Average trailing P/E is 12x in the Capital Markets industry in South Africa. Total loss to shareholders of 80% over the past three years.
Valuation Update With 7 Day Price Move • Sep 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to R3.35, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 12x in the Capital Markets industry in South Africa. Total loss to shareholders of 87% over the past three years.
Price Target Changed • Jun 26Price target decreased to R2.90Down from R3.80, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of R2.95. Stock is down 14% over the past year.
Executive Departure • May 29Independent Non-Executive Director has left the companyOn the 18th of May, Lawrence Porter's tenure as Independent Non-Executive Director ended after 8.0 years in the role. We don't have any record of a personal shareholding under Lawrence's name. A total of 5 executives have left over the last 12 months.
Recent Insider Transactions • Mar 19Non-Executive Director recently bought R33m worth of stockOn the 16th of March, Christoffel F. Wiese bought around 12m shares on-market at roughly R2.72 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought R43m more in shares than they have sold in the last 12 months.
Is New 90 Day High Low • Feb 15New 90-day low: R2.85The company is down 26% from its price of R3.85 on 17 November 2020. The South African market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Capital Markets industry, which is up 8.0% over the same period.
Is New 90 Day High Low • Jan 28New 90-day low: R3.17The company is down 10.0% from its price of R3.52 on 30 October 2020. The South African market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Capital Markets industry, which is up 17% over the same period.
Is New 90 Day High Low • Jan 08New 90-day low: R3.29The company is down 18% from its price of R3.99 on 09 October 2020. The South African market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Capital Markets industry, which is up 11% over the same period.
Recent Insider Transactions • Oct 04Non-Executive Director recently bought R1.7m worth of stockOn the 28th of September, Christoffel F. Wiese bought around 485k shares on-market at roughly R3.46 per share. In the last 3 months, they made an even bigger purchase worth R3.4m. Despite this recent purchase, insiders have collectively sold R1.8m more in shares than they bought in the last 12 months.
Recent Insider Transactions • Sep 30Non-Executive Director recently bought R3.4m worth of stockOn the 23rd of September, Christoffel F. Wiese bought around 1m shares on-market at roughly R3.35 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold R6.4m more in shares than they bought in the last 12 months.
