Bowler Metcalf（BCF）株式概要Bowler Metcalf Limitedは、南アフリカでトイレタリー、化粧品、家庭用、医薬品、食品市場向けの硬質プラスチックパッケージを製造・販売している。 詳細BCF ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長0/6過去の実績5/6財務の健全性6/6配当金5/6報酬当社が推定した公正価値より86.2%で取引されている 過去1年間で収益は12.9%増加しました 5.11%の安定した配当金を支払う リスク分析意味のある時価総額がありません ( ZAR924M )すべてのリスクチェックを見るBCF Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueRCurrent PriceR13.5129.2% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture02b2016201920222025202620282031Revenue R1.6bEarnings R217.1mAdvancedSet Fair ValueView all narrativesBowler Metcalf Limited 競合他社York Timber HoldingsSymbol: JSE:YRKMarket cap: R970.6mWesizwe PlatinumSymbol: JSE:WEZMarket cap: R732.5mTranspacoSymbol: JSE:TPCMarket cap: R1.2bSephaku HoldingsSymbol: JSE:SEPMarket cap: R433.0m価格と性能株価の高値、安値、推移の概要Bowler Metcalf過去の株価現在の株価R13.5152週高値R18.5052週安値R12.00ベータ-0.111ヶ月の変化0.074%3ヶ月変化-5.13%1年変化3.92%3年間の変化54.40%5年間の変化38.71%IPOからの変化2,449.06%最新ニュース分析記事 • Jun 04Here's Why Bowler Metcalf (JSE:BCF) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Reported Earnings • Feb 06First half 2026 earnings released: EPS: R1.00 (vs R0.86 in 1H 2025)First half 2026 results: EPS: R1.00 (up from R0.86 in 1H 2025). Revenue: R497.3m (up 8.2% from 1H 2025). Net income: R68.5m (up 16% from 1H 2025). Profit margin: 14% (in line with 1H 2025). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.分析記事 • Feb 06Bowler Metcalf (JSE:BCF) Will Pay A Dividend Of ZAR0.29Bowler Metcalf Limited ( JSE:BCF ) will pay a dividend of ZAR0.29 on the 30th of March. This makes the dividend yield...Declared Dividend • Feb 05Final dividend increased to R0.29Dividend of R0.29 is 16% higher than last year. Ex-date: 25th March 2026 Payment date: 30th March 2026 Dividend yield will be 5.1%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is covered by both earnings (39% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 9.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Jan 30Bowler Metcalf Limited to Report First Half, 2026 Results on Feb 03, 2026Bowler Metcalf Limited announced that they will report first half, 2026 results on Feb 03, 2026分析記事 • Nov 26Bowler Metcalf Limited (JSE:BCF) Not Lagging Market On Growth Or PricingThere wouldn't be many who think Bowler Metcalf Limited's ( JSE:BCF ) price-to-earnings (or "P/E") ratio of 8.4x is...最新情報をもっと見るRecent updates分析記事 • Jun 04Here's Why Bowler Metcalf (JSE:BCF) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Reported Earnings • Feb 06First half 2026 earnings released: EPS: R1.00 (vs R0.86 in 1H 2025)First half 2026 results: EPS: R1.00 (up from R0.86 in 1H 2025). Revenue: R497.3m (up 8.2% from 1H 2025). Net income: R68.5m (up 16% from 1H 2025). Profit margin: 14% (in line with 1H 2025). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.分析記事 • Feb 06Bowler Metcalf (JSE:BCF) Will Pay A Dividend Of ZAR0.29Bowler Metcalf Limited ( JSE:BCF ) will pay a dividend of ZAR0.29 on the 30th of March. This makes the dividend yield...Declared Dividend • Feb 05Final dividend increased to R0.29Dividend of R0.29 is 16% higher than last year. Ex-date: 25th March 2026 Payment date: 30th March 2026 Dividend yield will be 5.1%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is covered by both earnings (39% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 9.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Jan 30Bowler Metcalf Limited to Report First Half, 2026 Results on Feb 03, 2026Bowler Metcalf Limited announced that they will report first half, 2026 results on Feb 03, 2026分析記事 • Nov 26Bowler Metcalf Limited (JSE:BCF) Not Lagging Market On Growth Or PricingThere wouldn't be many who think Bowler Metcalf Limited's ( JSE:BCF ) price-to-earnings (or "P/E") ratio of 8.4x is...New Risk • Nov 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.1% average weekly change). Market cap is less than US$100m (R923.2m market cap, or US$53.7m).Buy Or Sell Opportunity • Nov 17Now 21% undervaluedOver the last 90 days, the stock has risen 19% to R15.50. The fair value is estimated to be R19.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 21%.Valuation Update With 7 Day Price Move • Nov 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to R16.00, the stock trades at a trailing P/E ratio of 9x. Average trailing P/E is 12x in the Chemicals industry in Africa. Total returns to shareholders of 77% over the past three years.お知らせ • Nov 04Bowler Metcalf Limited Approves Appointments to Social and Ethics CommitteeBowler Metcalf Limited at its AGM held on November 4, 2025 approved appointment of Ms Sarah Sonnenberg, Mr. Craig MacGillivray and Mr. Paul Sass as member of Social and Ethics Committee.分析記事 • Oct 29Shareholders Will Probably Hold Off On Increasing Bowler Metcalf Limited's (JSE:BCF) CEO Compensation For The Time BeingKey Insights Bowler Metcalf's Annual General Meeting to take place on 4th of November Salary of R4.31m is part of CEO...分析記事 • Oct 18Bowler Metcalf (JSE:BCF) Is Paying Out A Larger Dividend Than Last YearBowler Metcalf Limited ( JSE:BCF ) will increase its dividend from last year's comparable payment on the 27th of...Upcoming Dividend • Oct 15Upcoming dividend of R0.44 per shareEligible shareholders must have bought the stock before 22 October 2025. Payment date: 27 October 2025. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 5.4%. Lower than top quartile of South African dividend payers (8.1%). Lower than average of industry peers (7.7%).分析記事 • Sep 12Bowler Metcalf (JSE:BCF) Is Increasing Its Dividend To ZAR0.44Bowler Metcalf Limited ( JSE:BCF ) has announced that it will be increasing its periodic dividend on the 27th of...Declared Dividend • Sep 12Final dividend increased to R0.44Dividend of R0.44 is 16% higher than last year. Ex-date: 22nd October 2025 Payment date: 27th October 2025 Dividend yield will be 5.1%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is covered by both earnings (0.577% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 6.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 9.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Sep 12Full year 2025 earnings released: EPS: R1.78 (vs R1.56 in FY 2024)Full year 2025 results: EPS: R1.78 (up from R1.56 in FY 2024). Revenue: R945.9m (up 9.9% from FY 2024). Net income: R121.9m (up 14% from FY 2024). Profit margin: 13% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 10Bowler Metcalf Limited, Annual General Meeting, Nov 04, 2025Bowler Metcalf Limited, Annual General Meeting, Nov 04, 2025. Location: head office of bowler metcalf, 15 harris drive, ottery, 7800, South Africaお知らせ • Sep 09Bowler Metcalf Limited Declares Final Gross Cash Dividend for the Year Ended 30 June 2025, Payable to Shareholders on 27 October 2025Bowler Metcalf Limited announced final gross cash dividend, as defined by the Income Tax Act, of 44.00 cents per share ("cps") for the year ended 30 June 2025 (2024: 37.80 cents per share) has been declared and is payable to shareholders on 27 October 2025. The last day to trade will be 21 October 2025, the ex-date is 22 October 2025 and the record date will be 24 October 2025. Share certificates may not be dematerialised or re-materialised between 22 October 2025 and 24 October 2025, both days inclusive.Board Change • Sep 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 5 highly experienced directors. Independent Non-Executive Director Debbie Duyn was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Aug 27Bowler Metcalf Limited to Report Fiscal Year 2025 Results on Sep 09, 2025Bowler Metcalf Limited announced that they will report fiscal year 2025 results Pre-Market on Sep 09, 2025New Risk • Aug 24New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 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 High level of non-cash earnings (24% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported December 2024 fiscal period end). Paying a dividend despite having no free cash flows. Market cap is less than US$100m (R929.0m market cap, or US$53.3m).分析記事 • Jul 25Bowler Metcalf (JSE:BCF) Might Have The Makings Of A Multi-BaggerFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Apr 12There's Reason For Concern Over Bowler Metcalf Limited's (JSE:BCF) PriceWith a median price-to-earnings (or "P/E") ratio of close to 8x in South Africa, you could be forgiven for feeling...Upcoming Dividend • Mar 19Upcoming dividend of R0.25 per shareEligible shareholders must have bought the stock before 26 March 2025. Payment date: 31 March 2025. Payout ratio is a comfortable 37% but the company is not cash flow positive. Trailing yield: 4.5%. Lower than top quartile of South African dividend payers (8.4%). Lower than average of industry peers (11%).分析記事 • Mar 13Investors Will Want Bowler Metcalf's (JSE:BCF) Growth In ROCE To PersistThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...New Risk • Feb 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (24% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.5% average weekly change). Market cap is less than US$100m (R928.3m market cap, or US$50.0m).分析記事 • Feb 12Bowler Metcalf's (JSE:BCF) Earnings Are Of Questionable QualityBowler Metcalf Limited's ( JSE:BCF ) stock was strong after they recently reported robust earnings. However, our...Reported Earnings • Feb 07First half 2025 earnings released: EPS: R0.86 (vs R0.73 in 1H 2024)First half 2025 results: EPS: R0.86 (up from R0.73 in 1H 2024). Revenue: R459.4m (up 5.9% from 1H 2024). Net income: R59.3m (up 17% from 1H 2024). Profit margin: 13% (up from 12% in 1H 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 05Bowler Metcalf Limited Declares Interim Gross Cash Dividend for the Six Months Ended 31 December 2024, Payable to 31 March 2025Bowler Metcalf Limited declared An interim gross cash dividend, as defined by the Income Tax Act, of 25.00 cents per share for the six months ended 31 December 2024 (2023: 24.00 cents per share) and is payable to shareholders on 31 March 2025. The last day to trade will be Tuesday, 25 March 2025, the ex- date is 26 March 2025 and the record date will be 28 March 2025. Share certificates may not be de-materialised or re-materialised between 26 March 2025 and 28 March 2025, both days inclusive. The directors confirm that at the date of this report they are satisfied with the solvency and liquidity test.お知らせ • Jan 31Bowler Metcalf Limited to Report First Half, 2025 Results on Feb 04, 2025Bowler Metcalf Limited announced that they will report first half, 2025 results on Feb 04, 2025Buy Or Sell Opportunity • Jan 20Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.0% to R12.19. The fair value is estimated to be R15.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 4.0%.分析記事 • Oct 29Shareholders May Be More Conservative With Bowler Metcalf Limited's (JSE:BCF) CEO Compensation For NowKey Insights Bowler Metcalf to hold its Annual General Meeting on 5th of November Salary of R4.09m is part of CEO...Upcoming Dividend • Oct 16Upcoming dividend of R0.38 per shareEligible shareholders must have bought the stock before 23 October 2024. Payment date: 28 October 2024. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 4.5%. Lower than top quartile of South African dividend payers (7.6%). Lower than average of industry peers (7.4%).Buy Or Sell Opportunity • Oct 03Now 20% undervaluedOver the last 90 days, the stock has risen 10% to R12.14. The fair value is estimated to be R15.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 4.0%.Buy Or Sell Opportunity • Sep 13Now 21% undervaluedOver the last 90 days, the stock has risen 12% to R12.06. The fair value is estimated to be R15.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 4.0%.分析記事 • Sep 13Bowler Metcalf Limited's (JSE:BCF) 32% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/ERatioBowler Metcalf Limited ( JSE:BCF ) shares have retraced a considerable 32% in the last month, reversing a fair amount...Reported Earnings • Sep 12Full year 2024 earnings released: EPS: R1.56 (vs R0.99 in FY 2023)Full year 2024 results: EPS: R1.56 (up from R0.99 in FY 2023). Revenue: R860.9m (up 20% from FY 2023). Net income: R107.3m (up 56% from FY 2023). Profit margin: 13% (up from 9.6% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 9% per year.お知らせ • Sep 11+ 1 more updateBowler Metcalf Limited Announces Dividend for the Year Ended 30 June 2024, Payable on October 28, 2024Bowler Metcalf Limited announced A final gross cash dividend, as defined by the Income Tax Act, of 37.80 cents per share ("cps") for the year ended 30 June 2024 (2023: 24.60 cps) has been declared and is payable to shareholders on 28 October 2024. The last day to trade will be Tuesday, 22 October 2024, the ex-date is October 2024 and the record date will be 25 October 2024. Share certificates may not be dematerialised or re-materialised between 23 October 2024 and 25 October 2024, both days inclusive. This dividend will be made from income reserves. The gross dividend is 37.80 cps. Dividend Withholding Tax (DWT) is 20%. The net local cash dividend to shareholders liable for DWT will therefore be 30.24 cps. The directors confirm that the solvency and liquidity test is satisfied at the date of this report.分析記事 • Sep 07Bowler Metcalf's (JSE:BCF) Returns Have Hit A WallWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...Valuation Update With 7 Day Price Move • Sep 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to R13.94, the stock trades at a trailing P/E ratio of 11.2x. Average trailing P/E is 10x in the Chemicals industry in Africa. Total returns to shareholders of 73% over the past three years.New Risk • Aug 25New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 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 Share price has been highly volatile over the past 3 months (19% average weekly change). Earnings have declined by 0.08% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported December 2023 fiscal period end). Market cap is less than US$100m (R907.9m market cap, or US$51.3m).Valuation Update With 7 Day Price Move • Aug 21Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to R13.20, the stock trades at a trailing P/E ratio of 10.6x. Average trailing P/E is 10x in the Chemicals industry in Africa. Total returns to shareholders of 68% over the past three years.New Risk • Aug 03New 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 17% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Earnings have declined by 0.08% per year over the past 5 years. Minor Risk Market cap is less than US$100m (R1.35b market cap, or US$74.2m).Valuation Update With 7 Day Price Move • Aug 02Investor sentiment improves as stock rises 59%After last week's 59% share price gain to R19.70, the stock trades at a trailing P/E ratio of 15.9x. Average trailing P/E is 10x in the Chemicals industry in Africa. Total returns to shareholders of 157% over the past three years.分析記事 • Jul 27Bowler Metcalf Limited (JSE:BCF) Investors Are Less Pessimistic Than ExpectedThere wouldn't be many who think Bowler Metcalf Limited's ( JSE:BCF ) price-to-earnings (or "P/E") ratio of 10x is...お知らせ • Jul 27Bowler Metcalf Limited to Report Fiscal Year 2024 Results on Sep 10, 2024Bowler Metcalf Limited announced that they will report fiscal year 2024 results on Sep 10, 2024Upcoming Dividend • Mar 12Upcoming dividend of R0.24 per shareEligible shareholders must have bought the stock before 19 March 2024. Payment date: 25 March 2024. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of South African dividend payers (8.9%). Lower than average of industry peers (8.5%).分析記事 • Mar 05Here's What To Make Of Bowler Metcalf's (JSE:BCF) Decelerating Rates Of ReturnIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Reported Earnings • Feb 09First half 2024 earnings released: EPS: R0.73 (vs R0.48 in 1H 2023)First half 2024 results: EPS: R0.73 (up from R0.48 in 1H 2023). Revenue: R434.0m (up 21% from 1H 2023). Net income: R50.5m (up 49% from 1H 2023). Profit margin: 12% (up from 9.5% in 1H 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 1% per year.Declared Dividend • Feb 08First half dividend of R0.24 announcedShareholders will receive a dividend of R0.24. Ex-date: 19th March 2024 Payment date: 25th March 2024 Dividend yield will be 4.7%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 5.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.New Risk • Feb 07New major risk - Revenue and earnings growthEarnings have declined by 0.08% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.08% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.8% average weekly change). Market cap is less than US$100m (R708.4m market cap, or US$37.5m).お知らせ • Feb 03Bowler Metcalf Limited to Report First Half, 2024 Results on Feb 06, 2024Bowler Metcalf Limited announced that they will report first half, 2024 results on Feb 06, 2024お知らせ • Jan 23Bowler Metcalf Limited Provides Earnings Guidance for the Six Months Ended 31 December 2023Bowler Metcalf Limited provided earnings guidance for the six months ended 31 December 2023. The Company's earnings per share for the interim period ended 31 December 2023 is expected to be between 68.8 cents and 73.3 cents, being between 42.1% and 61.9% higher compared to earnings per share of 48.4 cents for the six months ended 31 December 2022. Similarly, the Company's headline earnings per share for the six months ended 31 December 2023 is expected to be between 68.8 cents and 73.3 cents, being between 42.1% and 61.9% higher compared to headline earnings per share of 48.4 cents for the six months ended 31 December 2022.分析記事 • Nov 01Shareholders May Not Be So Generous With Bowler Metcalf Limited's (JSE:BCF) CEO Compensation And Here's WhyKey Insights Bowler Metcalf's Annual General Meeting to take place on 7th of November Salary of R3.82m is part of CEO...Upcoming Dividend • Oct 18Upcoming dividend of R0.25 per share at 3.9% yieldEligible shareholders must have bought the stock before 25 October 2023. Payment date: 30 October 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of South African dividend payers (9.6%). Lower than average of industry peers (5.9%).分析記事 • Sep 09Bowler Metcalf (JSE:BCF) Has Announced That Its Dividend Will Be Reduced To ZAR0.246The board of Bowler Metcalf Limited ( JSE:BCF ) has announced that the dividend on 30th of October will be reduced by...お知らせ • Sep 06Bowler Metcalf Limited Declares A Final Gross Cash Dividend for the Year Ended 30 June 2023, Payable on 30 October 2023Bowler Metcalf Limited announced a final gross cash dividend, as defined by the Income Tax Act, of 24.60 cents per share for the year ended 30 June 2023 (2022: 27.00 cps) has been declared and is payable to shareholders on Monday, 30 October 2023. The last day to trade will be Tuesday, 24 October 2023, the ex-date is Wednesday, 25 October 2023 and the record date will be Friday, 27 October 2023. Share certificates may not be dematerialised or re-materialised between Wednesday, 25 October 2023 and Friday, 27 October 2023, both days inclusive.Reported Earnings • Sep 06Full year 2023 earnings released: EPS: R0.99 (vs R1.16 in FY 2022)Full year 2023 results: EPS: R0.99 (down from R1.16 in FY 2022). Revenue: R717.0m (up 6.5% from FY 2022). Net income: R68.7m (down 17% from FY 2022). Profit margin: 9.6% (down from 12% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 1% per year.お知らせ • Sep 02+ 1 more updateBowler Metcalf Limited, Annual General Meeting, Nov 07, 2023Bowler Metcalf Limited, Annual General Meeting, Nov 07, 2023.New Risk • Aug 10New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. 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: Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Dividend is not well covered by cash flows (96% cash payout ratio). Share price has been volatile over the past 3 months (10% average weekly change). Market cap is less than US$100m (R570.5m market cap, or US$30.5m).Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to R7.52, the stock trades at a trailing P/E ratio of 7.1x. Average forward P/E is 6x in the Chemicals industry in Africa. Total returns to shareholders of 25% over the past three years.分析記事 • Jul 01Returns On Capital At Bowler Metcalf (JSE:BCF) Have Hit The BrakesIf you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 15%After last week's 15% share price gain to R10.00, the stock trades at a trailing P/E ratio of 9.5x. Average forward P/E is 6x in the Chemicals industry in Africa. Total returns to shareholders of 73% over the past three years.Valuation Update With 7 Day Price Move • Apr 19Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to R8.01, the stock trades at a trailing P/E ratio of 7.6x. Average forward P/E is 6x in the Chemicals industry in Africa. Total returns to shareholders of 41% over the past three years.Upcoming Dividend • Mar 15Upcoming dividend of R0.16 per share at 4.6% yieldEligible shareholders must have bought the stock before 22 March 2023. Payment date: 27 March 2023. Payout ratio is a comfortable 41% but the company is paying out more than the cash it is generating. Trailing yield: 4.6%. Lower than top quartile of South African dividend payers (9.2%). Lower than average of industry peers (6.5%).分析記事 • Feb 10Bowler Metcalf's (JSE:BCF) Shareholders Will Receive A Smaller Dividend Than Last YearThe board of Bowler Metcalf Limited ( JSE:BCF ) has announced that the dividend on 27th of March will be reduced by 19...Reported Earnings • Feb 10First half 2023 earnings released: EPS: R0.48 (vs R0.59 in 1H 2022)First half 2023 results: EPS: R0.48 (down from R0.59 in 1H 2022). Revenue: R358.3m (up 13% from 1H 2022). Net income: R33.9m (down 20% from 1H 2022). Profit margin: 9.5% (down from 13% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, while revenues in the Chemicals industry in Africa are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 08Bowler Metcalf Limited Announces Interim Gross Cash Dividend for the Six Months Ended 31 December 2022, Payable on 27 March 2023Bowler Metcalf Limited announced interim gross cash dividend, as defined by the Income Tax Act, of 15.80 cents per share (cps) for the six months ended 31December 2022 (2021: 19.40 cps) has been declared and is payable to shareholders on 27 March 2023. The last day to trade will be, 20 March 2023, the ex date is 22 March 2023 and the record date will be 24 March 2023.お知らせ • Feb 04Bowler Metcalf Limited to Report First Half, 2023 Results on Feb 07, 2023Bowler Metcalf Limited announced that they will report first half, 2023 results on Feb 07, 2023Upcoming Dividend • Oct 19Upcoming dividend of R0.27 per shareEligible shareholders must have bought the stock before 26 October 2022. Payment date: 31 October 2022. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 5.0%. Lower than top quartile of South African dividend payers (9.1%). Lower than average of industry peers (6.3%).分析記事 • Sep 08Returns On Capital At Bowler Metcalf (JSE:BCF) Have Hit The BrakesDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...分析記事 • May 24There's Been No Shortage Of Growth Recently For Bowler Metcalf's (JSE:BCF) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...Valuation Update With 7 Day Price Move • May 23Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to R9.58, the stock trades at a trailing P/E ratio of 7.8x. Average trailing P/E is 10x in the Chemicals industry in Africa. Total returns to shareholders of 80% over the past three years.Upcoming Dividend • Mar 16Upcoming dividend of R0.19 per shareEligible shareholders must have bought the stock before 23 March 2022. Payment date: 28 March 2022. Payout ratio is a comfortable 43% but the company is not cash flow positive. Trailing yield: 4.5%. Lower than top quartile of South African dividend payers (7.5%). In line with average of industry peers (4.9%).分析記事 • Feb 10Bowler Metcalf's (JSE:BCF) Dividend Will Be R0.19The board of Bowler Metcalf Limited ( JSE:BCF ) has announced that it will pay a dividend on the 28th of March, with...Reported Earnings • Feb 10First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: R0.59 (down from R0.68 in 1H 2021). Revenue: R316.6m (down 4.4% from 1H 2021). Net income: R42.5m (down 13% from 1H 2021). Profit margin: 13% (down from 15% in 1H 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 15% per year.お知らせ • Feb 09Bowler Metcalf Limited Declares Interim Gross Cash Dividend for the Six Months Ended December 31, 2021, Payable on March 28, 2022Bowler Metcalf Limited declared an interim gross cash dividend of 19.40 cents per share for the six months ended December 31, 2021 and is payable to shareholders on March 28, 2022. The last day to trade will be March 22, 2022, the ex date is March 23, 2022 and the record date will be 25 March 2022.お知らせ • Feb 05Bowler Metcalf Limited to Report First Half, 2022 Results on Feb 08, 2022Bowler Metcalf Limited announced that they will report first half, 2022 results on Feb 08, 2022Upcoming Dividend • Dec 29Upcoming dividend of R0.84 per shareEligible shareholders must have bought the stock before 05 January 2022. Payment date: 10 January 2022. Payout ratio is a comfortable 40% and the cash payout ratio is 92%. Trailing yield: 4.3%. Lower than top quartile of South African dividend payers (7.3%). Lower than average of industry peers (5.3%).お知らせ • Dec 10Bowler Metcalf Declares Special Cash Dividend, Payable on 10 January 2022The directors of Bowler Metcalf announced a special cash dividend of 84 cents per share being declared from historical profits. The directors of Bowler Metcalf will continue to assess the best application of its remaining cash on hand in order to further enhance shareholder value. The dividend is payable to shareholders on 10 January 2022. Approval of the Special Dividend by the South African Reserve Bank for foreign shareholders has been obtained. The last day to trade will be Tuesday, 4 January 2022. "Ex" dividend trading begins on 5 January 2022 and the record date will be 7 January 2021. Share certificates may not be dematerialised or re-materialised between 5 January 2022 and 7 January 2022, both days inclusive. Directors confirm that the solvency and liquidity test is satisfied at the date of this announcement. This dividend will be made from income reserves. The gross dividend is 84 cents per share. Dividend Withholding Tax (DWT) is 20%. The net local cash dividend to shareholders liable for DWT will therefore be 67.20 cents per share.Valuation Update With 7 Day Price Move • Dec 09Investor sentiment improved over the past weekAfter last week's 16% share price gain to R13.00, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 16x in the Chemicals industry in South Africa. Total returns to shareholders of 113% over the past three years.分析記事 • Nov 01Bowler Metcalf Limited's (JSE:BCF) CEO Compensation Is Looking A Bit Stretched At The MomentUnder the guidance of CEO Friedel Sass, Bowler Metcalf Limited ( JSE:BCF ) has performed reasonably well recently. This...Upcoming Dividend • Oct 13Upcoming dividend of R0.32 per shareEligible shareholders must have bought the stock before 20 October 2021. Payment date: 25 October 2021. Trailing yield: 5.0%. Lower than top quartile of South African dividend payers (8.1%). In line with average of industry peers (5.1%).分析記事 • Oct 12Bowler Metcalf (JSE:BCF) Is Increasing Its Dividend To R0.32Bowler Metcalf Limited ( JSE:BCF ) will increase its dividend on the 25th of October to R0.32. This will take the...Reported Earnings • Sep 08Full year 2021 earnings released: EPS R1.27 (vs R1.11 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: R635.5m (up 14% from FY 2020). Net income: R91.5m (up 11% from FY 2020). Profit margin: 14% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Board Change • Jul 28High number of new directorsIndependent Chairman & Lead Independent Non-Executive Director Michael Brain was the last director to join the board, commencing their role in 2021.分析記事 • Mar 20Bowler Metcalf (JSE:BCF) Could Be A Buy For Its Upcoming DividendBowler Metcalf Limited ( JSE:BCF ) is about to trade ex-dividend in the next three days. You can purchase shares before...Upcoming Dividend • Mar 17Upcoming Dividend of R0.19 Per ShareWill be paid on the 29th of March to those who are registered shareholders by the 24th of March. The trailing yield of 4.5% is below the top quartile of South African dividend payers (8.2%), and is lower than industry peers (5.5%).分析記事 • Mar 16Introducing Bowler Metcalf (JSE:BCF), A Stock That Climbed 38% In The Last YearWe believe investing is smart because history shows that stock markets go higher in the long term. But if when you...分析記事 • Feb 24How Much Does Bowler Metcalf's (JSE:BCF) CEO Make?Friedel Sass became the CEO of Bowler Metcalf Limited ( JSE:BCF ) in 2011, and we think it's a good time to look at the...Reported Earnings • Feb 11First half 2021 earnings released: EPS R0.68 (vs R0.54 in 1H 2020)The company reported a solid first half result with improved earnings and revenues, although profit margins were flat. First half 2021 results: Revenue: R331.0m (up 12% from 1H 2020). Net income: R48.8m (up 14% from 1H 2020). Profit margin: 15% (in line with 1H 2020). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 6% per year.お知らせ • Feb 05Bowler Metcalf Limited to Report First Half, 2021 Results on Feb 08, 2021Bowler Metcalf Limited announced that they will report first half, 2021 results on Feb 08, 2021分析記事 • Feb 03Key Things To Watch Out For If You Are After Bowler Metcalf Limited's (JSE:BCF) 4.6% DividendDividend paying stocks like Bowler Metcalf Limited ( JSE:BCF ) tend to be popular with investors, and for good reason...Is New 90 Day High Low • Feb 01New 90-day high: R10.20The company is up 25% from its price of R8.15 on 03 November 2020. The South African market is up 16% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 64% over the same period.分析記事 • Jan 03What Do The Returns On Capital At Bowler Metcalf (JSE:BCF) Tell Us?If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...分析記事 • Dec 14Bowler Metcalf Limited's (JSE:BCF) Stock On An Uptrend: Could Fundamentals Be Driving The Momentum?Bowler Metcalf's (JSE:BCF) stock is up by a considerable 18% over the past three months. Given that stock prices are...Is New 90 Day High Low • Dec 07New 90-day high: R10.00The company is up 25% from its price of R8.00 on 08 September 2020. The South African market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is down 2.0% over the same period.分析記事 • Nov 23What Can We Conclude About Bowler Metcalf's (JSE:BCF) CEO Pay?This article will reflect on the compensation paid to Friedel Sass who has served as CEO of Bowler Metcalf Limited...株主還元BCFZA ChemicalsZA 市場7D2.3%4.4%-2.7%1Y3.9%86.7%12.7%株主還元を見る業界別リターン: BCF過去 1 年間で86.7 % の収益を上げたZA Chemicals業界を下回りました。リターン対市場: BCFは、過去 1 年間で12.7 % のリターンを上げたZA市場を下回りました。価格変動Is BCF's price volatile compared to industry and market?BCF volatilityBCF Average Weekly Movement5.9%Chemicals Industry Average Movement5.4%Market Average Movement5.0%10% most volatile stocks in ZA Market10.6%10% least volatile stocks in ZA Market3.1%安定した株価: BCF 、 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: BCFの 週次ボラティリティ ( 6% ) 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1972n/aFriedel Sasswww.bowlermetcalf.co.zaBowler Metcalf Limited は南アフリカでトイレタリー、化粧品、家庭用、医薬品、食品市場向けの硬質プラスチックパッケージを製造・販売している。プラスチックパッケージング事業と不動産投資事業を行っている。プラスチック成形品やパッケージング製品を提供している。また、様々な不動産を所有している。同社は1972年に設立され、南アフリカのケープタウンに本社を置いている。もっと見るBowler Metcalf Limited 基礎のまとめBowler Metcalf の収益と売上を時価総額と比較するとどうか。BCF 基礎統計学時価総額R923.88m収益（TTM）R131.12m売上高(TTM)R983.75m7.0xPER（株価収益率0.9xP/SレシオBCF 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BCF 損益計算書（TTM）収益R983.75m売上原価R683.30m売上総利益R300.45mその他の費用R169.34m収益R131.12m直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）1.92グロス・マージン30.54%純利益率13.33%有利子負債／自己資本比率0%BCF の長期的なパフォーマンスは？過去の実績と比較を見る配当金5.1%現在の配当利回り38%配当性向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2026/06/08 14:20終値2026/06/05 00:00収益2025/12/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Bowler Metcalf Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関null nullMerchantec (Proprietary) Limited
分析記事 • Jun 04Here's Why Bowler Metcalf (JSE:BCF) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Reported Earnings • Feb 06First half 2026 earnings released: EPS: R1.00 (vs R0.86 in 1H 2025)First half 2026 results: EPS: R1.00 (up from R0.86 in 1H 2025). Revenue: R497.3m (up 8.2% from 1H 2025). Net income: R68.5m (up 16% from 1H 2025). Profit margin: 14% (in line with 1H 2025). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
分析記事 • Feb 06Bowler Metcalf (JSE:BCF) Will Pay A Dividend Of ZAR0.29Bowler Metcalf Limited ( JSE:BCF ) will pay a dividend of ZAR0.29 on the 30th of March. This makes the dividend yield...
Declared Dividend • Feb 05Final dividend increased to R0.29Dividend of R0.29 is 16% higher than last year. Ex-date: 25th March 2026 Payment date: 30th March 2026 Dividend yield will be 5.1%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is covered by both earnings (39% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 9.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Jan 30Bowler Metcalf Limited to Report First Half, 2026 Results on Feb 03, 2026Bowler Metcalf Limited announced that they will report first half, 2026 results on Feb 03, 2026
分析記事 • Nov 26Bowler Metcalf Limited (JSE:BCF) Not Lagging Market On Growth Or PricingThere wouldn't be many who think Bowler Metcalf Limited's ( JSE:BCF ) price-to-earnings (or "P/E") ratio of 8.4x is...
分析記事 • Jun 04Here's Why Bowler Metcalf (JSE:BCF) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Reported Earnings • Feb 06First half 2026 earnings released: EPS: R1.00 (vs R0.86 in 1H 2025)First half 2026 results: EPS: R1.00 (up from R0.86 in 1H 2025). Revenue: R497.3m (up 8.2% from 1H 2025). Net income: R68.5m (up 16% from 1H 2025). Profit margin: 14% (in line with 1H 2025). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
分析記事 • Feb 06Bowler Metcalf (JSE:BCF) Will Pay A Dividend Of ZAR0.29Bowler Metcalf Limited ( JSE:BCF ) will pay a dividend of ZAR0.29 on the 30th of March. This makes the dividend yield...
Declared Dividend • Feb 05Final dividend increased to R0.29Dividend of R0.29 is 16% higher than last year. Ex-date: 25th March 2026 Payment date: 30th March 2026 Dividend yield will be 5.1%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is covered by both earnings (39% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 9.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Jan 30Bowler Metcalf Limited to Report First Half, 2026 Results on Feb 03, 2026Bowler Metcalf Limited announced that they will report first half, 2026 results on Feb 03, 2026
分析記事 • Nov 26Bowler Metcalf Limited (JSE:BCF) Not Lagging Market On Growth Or PricingThere wouldn't be many who think Bowler Metcalf Limited's ( JSE:BCF ) price-to-earnings (or "P/E") ratio of 8.4x is...
New Risk • Nov 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.1% average weekly change). Market cap is less than US$100m (R923.2m market cap, or US$53.7m).
Buy Or Sell Opportunity • Nov 17Now 21% undervaluedOver the last 90 days, the stock has risen 19% to R15.50. The fair value is estimated to be R19.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 21%.
Valuation Update With 7 Day Price Move • Nov 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to R16.00, the stock trades at a trailing P/E ratio of 9x. Average trailing P/E is 12x in the Chemicals industry in Africa. Total returns to shareholders of 77% over the past three years.
お知らせ • Nov 04Bowler Metcalf Limited Approves Appointments to Social and Ethics CommitteeBowler Metcalf Limited at its AGM held on November 4, 2025 approved appointment of Ms Sarah Sonnenberg, Mr. Craig MacGillivray and Mr. Paul Sass as member of Social and Ethics Committee.
分析記事 • Oct 29Shareholders Will Probably Hold Off On Increasing Bowler Metcalf Limited's (JSE:BCF) CEO Compensation For The Time BeingKey Insights Bowler Metcalf's Annual General Meeting to take place on 4th of November Salary of R4.31m is part of CEO...
分析記事 • Oct 18Bowler Metcalf (JSE:BCF) Is Paying Out A Larger Dividend Than Last YearBowler Metcalf Limited ( JSE:BCF ) will increase its dividend from last year's comparable payment on the 27th of...
Upcoming Dividend • Oct 15Upcoming dividend of R0.44 per shareEligible shareholders must have bought the stock before 22 October 2025. Payment date: 27 October 2025. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 5.4%. Lower than top quartile of South African dividend payers (8.1%). Lower than average of industry peers (7.7%).
分析記事 • Sep 12Bowler Metcalf (JSE:BCF) Is Increasing Its Dividend To ZAR0.44Bowler Metcalf Limited ( JSE:BCF ) has announced that it will be increasing its periodic dividend on the 27th of...
Declared Dividend • Sep 12Final dividend increased to R0.44Dividend of R0.44 is 16% higher than last year. Ex-date: 22nd October 2025 Payment date: 27th October 2025 Dividend yield will be 5.1%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is covered by both earnings (0.577% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 6.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 9.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Sep 12Full year 2025 earnings released: EPS: R1.78 (vs R1.56 in FY 2024)Full year 2025 results: EPS: R1.78 (up from R1.56 in FY 2024). Revenue: R945.9m (up 9.9% from FY 2024). Net income: R121.9m (up 14% from FY 2024). Profit margin: 13% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 10Bowler Metcalf Limited, Annual General Meeting, Nov 04, 2025Bowler Metcalf Limited, Annual General Meeting, Nov 04, 2025. Location: head office of bowler metcalf, 15 harris drive, ottery, 7800, South Africa
お知らせ • Sep 09Bowler Metcalf Limited Declares Final Gross Cash Dividend for the Year Ended 30 June 2025, Payable to Shareholders on 27 October 2025Bowler Metcalf Limited announced final gross cash dividend, as defined by the Income Tax Act, of 44.00 cents per share ("cps") for the year ended 30 June 2025 (2024: 37.80 cents per share) has been declared and is payable to shareholders on 27 October 2025. The last day to trade will be 21 October 2025, the ex-date is 22 October 2025 and the record date will be 24 October 2025. Share certificates may not be dematerialised or re-materialised between 22 October 2025 and 24 October 2025, both days inclusive.
Board Change • Sep 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 5 highly experienced directors. Independent Non-Executive Director Debbie Duyn was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Aug 27Bowler Metcalf Limited to Report Fiscal Year 2025 Results on Sep 09, 2025Bowler Metcalf Limited announced that they will report fiscal year 2025 results Pre-Market on Sep 09, 2025
New Risk • Aug 24New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 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 High level of non-cash earnings (24% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported December 2024 fiscal period end). Paying a dividend despite having no free cash flows. Market cap is less than US$100m (R929.0m market cap, or US$53.3m).
分析記事 • Jul 25Bowler Metcalf (JSE:BCF) Might Have The Makings Of A Multi-BaggerFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • Apr 12There's Reason For Concern Over Bowler Metcalf Limited's (JSE:BCF) PriceWith a median price-to-earnings (or "P/E") ratio of close to 8x in South Africa, you could be forgiven for feeling...
Upcoming Dividend • Mar 19Upcoming dividend of R0.25 per shareEligible shareholders must have bought the stock before 26 March 2025. Payment date: 31 March 2025. Payout ratio is a comfortable 37% but the company is not cash flow positive. Trailing yield: 4.5%. Lower than top quartile of South African dividend payers (8.4%). Lower than average of industry peers (11%).
分析記事 • Mar 13Investors Will Want Bowler Metcalf's (JSE:BCF) Growth In ROCE To PersistThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
New Risk • Feb 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (24% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.5% average weekly change). Market cap is less than US$100m (R928.3m market cap, or US$50.0m).
分析記事 • Feb 12Bowler Metcalf's (JSE:BCF) Earnings Are Of Questionable QualityBowler Metcalf Limited's ( JSE:BCF ) stock was strong after they recently reported robust earnings. However, our...
Reported Earnings • Feb 07First half 2025 earnings released: EPS: R0.86 (vs R0.73 in 1H 2024)First half 2025 results: EPS: R0.86 (up from R0.73 in 1H 2024). Revenue: R459.4m (up 5.9% from 1H 2024). Net income: R59.3m (up 17% from 1H 2024). Profit margin: 13% (up from 12% in 1H 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 05Bowler Metcalf Limited Declares Interim Gross Cash Dividend for the Six Months Ended 31 December 2024, Payable to 31 March 2025Bowler Metcalf Limited declared An interim gross cash dividend, as defined by the Income Tax Act, of 25.00 cents per share for the six months ended 31 December 2024 (2023: 24.00 cents per share) and is payable to shareholders on 31 March 2025. The last day to trade will be Tuesday, 25 March 2025, the ex- date is 26 March 2025 and the record date will be 28 March 2025. Share certificates may not be de-materialised or re-materialised between 26 March 2025 and 28 March 2025, both days inclusive. The directors confirm that at the date of this report they are satisfied with the solvency and liquidity test.
お知らせ • Jan 31Bowler Metcalf Limited to Report First Half, 2025 Results on Feb 04, 2025Bowler Metcalf Limited announced that they will report first half, 2025 results on Feb 04, 2025
Buy Or Sell Opportunity • Jan 20Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.0% to R12.19. The fair value is estimated to be R15.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 4.0%.
分析記事 • Oct 29Shareholders May Be More Conservative With Bowler Metcalf Limited's (JSE:BCF) CEO Compensation For NowKey Insights Bowler Metcalf to hold its Annual General Meeting on 5th of November Salary of R4.09m is part of CEO...
Upcoming Dividend • Oct 16Upcoming dividend of R0.38 per shareEligible shareholders must have bought the stock before 23 October 2024. Payment date: 28 October 2024. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 4.5%. Lower than top quartile of South African dividend payers (7.6%). Lower than average of industry peers (7.4%).
Buy Or Sell Opportunity • Oct 03Now 20% undervaluedOver the last 90 days, the stock has risen 10% to R12.14. The fair value is estimated to be R15.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 4.0%.
Buy Or Sell Opportunity • Sep 13Now 21% undervaluedOver the last 90 days, the stock has risen 12% to R12.06. The fair value is estimated to be R15.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 4.0%.
分析記事 • Sep 13Bowler Metcalf Limited's (JSE:BCF) 32% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/ERatioBowler Metcalf Limited ( JSE:BCF ) shares have retraced a considerable 32% in the last month, reversing a fair amount...
Reported Earnings • Sep 12Full year 2024 earnings released: EPS: R1.56 (vs R0.99 in FY 2023)Full year 2024 results: EPS: R1.56 (up from R0.99 in FY 2023). Revenue: R860.9m (up 20% from FY 2023). Net income: R107.3m (up 56% from FY 2023). Profit margin: 13% (up from 9.6% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 9% per year.
お知らせ • Sep 11+ 1 more updateBowler Metcalf Limited Announces Dividend for the Year Ended 30 June 2024, Payable on October 28, 2024Bowler Metcalf Limited announced A final gross cash dividend, as defined by the Income Tax Act, of 37.80 cents per share ("cps") for the year ended 30 June 2024 (2023: 24.60 cps) has been declared and is payable to shareholders on 28 October 2024. The last day to trade will be Tuesday, 22 October 2024, the ex-date is October 2024 and the record date will be 25 October 2024. Share certificates may not be dematerialised or re-materialised between 23 October 2024 and 25 October 2024, both days inclusive. This dividend will be made from income reserves. The gross dividend is 37.80 cps. Dividend Withholding Tax (DWT) is 20%. The net local cash dividend to shareholders liable for DWT will therefore be 30.24 cps. The directors confirm that the solvency and liquidity test is satisfied at the date of this report.
分析記事 • Sep 07Bowler Metcalf's (JSE:BCF) Returns Have Hit A WallWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
Valuation Update With 7 Day Price Move • Sep 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to R13.94, the stock trades at a trailing P/E ratio of 11.2x. Average trailing P/E is 10x in the Chemicals industry in Africa. Total returns to shareholders of 73% over the past three years.
New Risk • Aug 25New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 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 Share price has been highly volatile over the past 3 months (19% average weekly change). Earnings have declined by 0.08% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported December 2023 fiscal period end). Market cap is less than US$100m (R907.9m market cap, or US$51.3m).
Valuation Update With 7 Day Price Move • Aug 21Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to R13.20, the stock trades at a trailing P/E ratio of 10.6x. Average trailing P/E is 10x in the Chemicals industry in Africa. Total returns to shareholders of 68% over the past three years.
New Risk • Aug 03New 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 17% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Earnings have declined by 0.08% per year over the past 5 years. Minor Risk Market cap is less than US$100m (R1.35b market cap, or US$74.2m).
Valuation Update With 7 Day Price Move • Aug 02Investor sentiment improves as stock rises 59%After last week's 59% share price gain to R19.70, the stock trades at a trailing P/E ratio of 15.9x. Average trailing P/E is 10x in the Chemicals industry in Africa. Total returns to shareholders of 157% over the past three years.
分析記事 • Jul 27Bowler Metcalf Limited (JSE:BCF) Investors Are Less Pessimistic Than ExpectedThere wouldn't be many who think Bowler Metcalf Limited's ( JSE:BCF ) price-to-earnings (or "P/E") ratio of 10x is...
お知らせ • Jul 27Bowler Metcalf Limited to Report Fiscal Year 2024 Results on Sep 10, 2024Bowler Metcalf Limited announced that they will report fiscal year 2024 results on Sep 10, 2024
Upcoming Dividend • Mar 12Upcoming dividend of R0.24 per shareEligible shareholders must have bought the stock before 19 March 2024. Payment date: 25 March 2024. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of South African dividend payers (8.9%). Lower than average of industry peers (8.5%).
分析記事 • Mar 05Here's What To Make Of Bowler Metcalf's (JSE:BCF) Decelerating Rates Of ReturnIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Reported Earnings • Feb 09First half 2024 earnings released: EPS: R0.73 (vs R0.48 in 1H 2023)First half 2024 results: EPS: R0.73 (up from R0.48 in 1H 2023). Revenue: R434.0m (up 21% from 1H 2023). Net income: R50.5m (up 49% from 1H 2023). Profit margin: 12% (up from 9.5% in 1H 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 1% per year.
Declared Dividend • Feb 08First half dividend of R0.24 announcedShareholders will receive a dividend of R0.24. Ex-date: 19th March 2024 Payment date: 25th March 2024 Dividend yield will be 4.7%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 5.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
New Risk • Feb 07New major risk - Revenue and earnings growthEarnings have declined by 0.08% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.08% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.8% average weekly change). Market cap is less than US$100m (R708.4m market cap, or US$37.5m).
お知らせ • Feb 03Bowler Metcalf Limited to Report First Half, 2024 Results on Feb 06, 2024Bowler Metcalf Limited announced that they will report first half, 2024 results on Feb 06, 2024
お知らせ • Jan 23Bowler Metcalf Limited Provides Earnings Guidance for the Six Months Ended 31 December 2023Bowler Metcalf Limited provided earnings guidance for the six months ended 31 December 2023. The Company's earnings per share for the interim period ended 31 December 2023 is expected to be between 68.8 cents and 73.3 cents, being between 42.1% and 61.9% higher compared to earnings per share of 48.4 cents for the six months ended 31 December 2022. Similarly, the Company's headline earnings per share for the six months ended 31 December 2023 is expected to be between 68.8 cents and 73.3 cents, being between 42.1% and 61.9% higher compared to headline earnings per share of 48.4 cents for the six months ended 31 December 2022.
分析記事 • Nov 01Shareholders May Not Be So Generous With Bowler Metcalf Limited's (JSE:BCF) CEO Compensation And Here's WhyKey Insights Bowler Metcalf's Annual General Meeting to take place on 7th of November Salary of R3.82m is part of CEO...
Upcoming Dividend • Oct 18Upcoming dividend of R0.25 per share at 3.9% yieldEligible shareholders must have bought the stock before 25 October 2023. Payment date: 30 October 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of South African dividend payers (9.6%). Lower than average of industry peers (5.9%).
分析記事 • Sep 09Bowler Metcalf (JSE:BCF) Has Announced That Its Dividend Will Be Reduced To ZAR0.246The board of Bowler Metcalf Limited ( JSE:BCF ) has announced that the dividend on 30th of October will be reduced by...
お知らせ • Sep 06Bowler Metcalf Limited Declares A Final Gross Cash Dividend for the Year Ended 30 June 2023, Payable on 30 October 2023Bowler Metcalf Limited announced a final gross cash dividend, as defined by the Income Tax Act, of 24.60 cents per share for the year ended 30 June 2023 (2022: 27.00 cps) has been declared and is payable to shareholders on Monday, 30 October 2023. The last day to trade will be Tuesday, 24 October 2023, the ex-date is Wednesday, 25 October 2023 and the record date will be Friday, 27 October 2023. Share certificates may not be dematerialised or re-materialised between Wednesday, 25 October 2023 and Friday, 27 October 2023, both days inclusive.
Reported Earnings • Sep 06Full year 2023 earnings released: EPS: R0.99 (vs R1.16 in FY 2022)Full year 2023 results: EPS: R0.99 (down from R1.16 in FY 2022). Revenue: R717.0m (up 6.5% from FY 2022). Net income: R68.7m (down 17% from FY 2022). Profit margin: 9.6% (down from 12% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 1% per year.
お知らせ • Sep 02+ 1 more updateBowler Metcalf Limited, Annual General Meeting, Nov 07, 2023Bowler Metcalf Limited, Annual General Meeting, Nov 07, 2023.
New Risk • Aug 10New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. 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: Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Dividend is not well covered by cash flows (96% cash payout ratio). Share price has been volatile over the past 3 months (10% average weekly change). Market cap is less than US$100m (R570.5m market cap, or US$30.5m).
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to R7.52, the stock trades at a trailing P/E ratio of 7.1x. Average forward P/E is 6x in the Chemicals industry in Africa. Total returns to shareholders of 25% over the past three years.
分析記事 • Jul 01Returns On Capital At Bowler Metcalf (JSE:BCF) Have Hit The BrakesIf you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 15%After last week's 15% share price gain to R10.00, the stock trades at a trailing P/E ratio of 9.5x. Average forward P/E is 6x in the Chemicals industry in Africa. Total returns to shareholders of 73% over the past three years.
Valuation Update With 7 Day Price Move • Apr 19Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to R8.01, the stock trades at a trailing P/E ratio of 7.6x. Average forward P/E is 6x in the Chemicals industry in Africa. Total returns to shareholders of 41% over the past three years.
Upcoming Dividend • Mar 15Upcoming dividend of R0.16 per share at 4.6% yieldEligible shareholders must have bought the stock before 22 March 2023. Payment date: 27 March 2023. Payout ratio is a comfortable 41% but the company is paying out more than the cash it is generating. Trailing yield: 4.6%. Lower than top quartile of South African dividend payers (9.2%). Lower than average of industry peers (6.5%).
分析記事 • Feb 10Bowler Metcalf's (JSE:BCF) Shareholders Will Receive A Smaller Dividend Than Last YearThe board of Bowler Metcalf Limited ( JSE:BCF ) has announced that the dividend on 27th of March will be reduced by 19...
Reported Earnings • Feb 10First half 2023 earnings released: EPS: R0.48 (vs R0.59 in 1H 2022)First half 2023 results: EPS: R0.48 (down from R0.59 in 1H 2022). Revenue: R358.3m (up 13% from 1H 2022). Net income: R33.9m (down 20% from 1H 2022). Profit margin: 9.5% (down from 13% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, while revenues in the Chemicals industry in Africa are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 08Bowler Metcalf Limited Announces Interim Gross Cash Dividend for the Six Months Ended 31 December 2022, Payable on 27 March 2023Bowler Metcalf Limited announced interim gross cash dividend, as defined by the Income Tax Act, of 15.80 cents per share (cps) for the six months ended 31December 2022 (2021: 19.40 cps) has been declared and is payable to shareholders on 27 March 2023. The last day to trade will be, 20 March 2023, the ex date is 22 March 2023 and the record date will be 24 March 2023.
お知らせ • Feb 04Bowler Metcalf Limited to Report First Half, 2023 Results on Feb 07, 2023Bowler Metcalf Limited announced that they will report first half, 2023 results on Feb 07, 2023
Upcoming Dividend • Oct 19Upcoming dividend of R0.27 per shareEligible shareholders must have bought the stock before 26 October 2022. Payment date: 31 October 2022. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 5.0%. Lower than top quartile of South African dividend payers (9.1%). Lower than average of industry peers (6.3%).
分析記事 • Sep 08Returns On Capital At Bowler Metcalf (JSE:BCF) Have Hit The BrakesDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
分析記事 • May 24There's Been No Shortage Of Growth Recently For Bowler Metcalf's (JSE:BCF) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
Valuation Update With 7 Day Price Move • May 23Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to R9.58, the stock trades at a trailing P/E ratio of 7.8x. Average trailing P/E is 10x in the Chemicals industry in Africa. Total returns to shareholders of 80% over the past three years.
Upcoming Dividend • Mar 16Upcoming dividend of R0.19 per shareEligible shareholders must have bought the stock before 23 March 2022. Payment date: 28 March 2022. Payout ratio is a comfortable 43% but the company is not cash flow positive. Trailing yield: 4.5%. Lower than top quartile of South African dividend payers (7.5%). In line with average of industry peers (4.9%).
分析記事 • Feb 10Bowler Metcalf's (JSE:BCF) Dividend Will Be R0.19The board of Bowler Metcalf Limited ( JSE:BCF ) has announced that it will pay a dividend on the 28th of March, with...
Reported Earnings • Feb 10First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: R0.59 (down from R0.68 in 1H 2021). Revenue: R316.6m (down 4.4% from 1H 2021). Net income: R42.5m (down 13% from 1H 2021). Profit margin: 13% (down from 15% in 1H 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 15% per year.
お知らせ • Feb 09Bowler Metcalf Limited Declares Interim Gross Cash Dividend for the Six Months Ended December 31, 2021, Payable on March 28, 2022Bowler Metcalf Limited declared an interim gross cash dividend of 19.40 cents per share for the six months ended December 31, 2021 and is payable to shareholders on March 28, 2022. The last day to trade will be March 22, 2022, the ex date is March 23, 2022 and the record date will be 25 March 2022.
お知らせ • Feb 05Bowler Metcalf Limited to Report First Half, 2022 Results on Feb 08, 2022Bowler Metcalf Limited announced that they will report first half, 2022 results on Feb 08, 2022
Upcoming Dividend • Dec 29Upcoming dividend of R0.84 per shareEligible shareholders must have bought the stock before 05 January 2022. Payment date: 10 January 2022. Payout ratio is a comfortable 40% and the cash payout ratio is 92%. Trailing yield: 4.3%. Lower than top quartile of South African dividend payers (7.3%). Lower than average of industry peers (5.3%).
お知らせ • Dec 10Bowler Metcalf Declares Special Cash Dividend, Payable on 10 January 2022The directors of Bowler Metcalf announced a special cash dividend of 84 cents per share being declared from historical profits. The directors of Bowler Metcalf will continue to assess the best application of its remaining cash on hand in order to further enhance shareholder value. The dividend is payable to shareholders on 10 January 2022. Approval of the Special Dividend by the South African Reserve Bank for foreign shareholders has been obtained. The last day to trade will be Tuesday, 4 January 2022. "Ex" dividend trading begins on 5 January 2022 and the record date will be 7 January 2021. Share certificates may not be dematerialised or re-materialised between 5 January 2022 and 7 January 2022, both days inclusive. Directors confirm that the solvency and liquidity test is satisfied at the date of this announcement. This dividend will be made from income reserves. The gross dividend is 84 cents per share. Dividend Withholding Tax (DWT) is 20%. The net local cash dividend to shareholders liable for DWT will therefore be 67.20 cents per share.
Valuation Update With 7 Day Price Move • Dec 09Investor sentiment improved over the past weekAfter last week's 16% share price gain to R13.00, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 16x in the Chemicals industry in South Africa. Total returns to shareholders of 113% over the past three years.
分析記事 • Nov 01Bowler Metcalf Limited's (JSE:BCF) CEO Compensation Is Looking A Bit Stretched At The MomentUnder the guidance of CEO Friedel Sass, Bowler Metcalf Limited ( JSE:BCF ) has performed reasonably well recently. This...
Upcoming Dividend • Oct 13Upcoming dividend of R0.32 per shareEligible shareholders must have bought the stock before 20 October 2021. Payment date: 25 October 2021. Trailing yield: 5.0%. Lower than top quartile of South African dividend payers (8.1%). In line with average of industry peers (5.1%).
分析記事 • Oct 12Bowler Metcalf (JSE:BCF) Is Increasing Its Dividend To R0.32Bowler Metcalf Limited ( JSE:BCF ) will increase its dividend on the 25th of October to R0.32. This will take the...
Reported Earnings • Sep 08Full year 2021 earnings released: EPS R1.27 (vs R1.11 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: R635.5m (up 14% from FY 2020). Net income: R91.5m (up 11% from FY 2020). Profit margin: 14% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Board Change • Jul 28High number of new directorsIndependent Chairman & Lead Independent Non-Executive Director Michael Brain was the last director to join the board, commencing their role in 2021.
分析記事 • Mar 20Bowler Metcalf (JSE:BCF) Could Be A Buy For Its Upcoming DividendBowler Metcalf Limited ( JSE:BCF ) is about to trade ex-dividend in the next three days. You can purchase shares before...
Upcoming Dividend • Mar 17Upcoming Dividend of R0.19 Per ShareWill be paid on the 29th of March to those who are registered shareholders by the 24th of March. The trailing yield of 4.5% is below the top quartile of South African dividend payers (8.2%), and is lower than industry peers (5.5%).
分析記事 • Mar 16Introducing Bowler Metcalf (JSE:BCF), A Stock That Climbed 38% In The Last YearWe believe investing is smart because history shows that stock markets go higher in the long term. But if when you...
分析記事 • Feb 24How Much Does Bowler Metcalf's (JSE:BCF) CEO Make?Friedel Sass became the CEO of Bowler Metcalf Limited ( JSE:BCF ) in 2011, and we think it's a good time to look at the...
Reported Earnings • Feb 11First half 2021 earnings released: EPS R0.68 (vs R0.54 in 1H 2020)The company reported a solid first half result with improved earnings and revenues, although profit margins were flat. First half 2021 results: Revenue: R331.0m (up 12% from 1H 2020). Net income: R48.8m (up 14% from 1H 2020). Profit margin: 15% (in line with 1H 2020). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 6% per year.
お知らせ • Feb 05Bowler Metcalf Limited to Report First Half, 2021 Results on Feb 08, 2021Bowler Metcalf Limited announced that they will report first half, 2021 results on Feb 08, 2021
分析記事 • Feb 03Key Things To Watch Out For If You Are After Bowler Metcalf Limited's (JSE:BCF) 4.6% DividendDividend paying stocks like Bowler Metcalf Limited ( JSE:BCF ) tend to be popular with investors, and for good reason...
Is New 90 Day High Low • Feb 01New 90-day high: R10.20The company is up 25% from its price of R8.15 on 03 November 2020. The South African market is up 16% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 64% over the same period.
分析記事 • Jan 03What Do The Returns On Capital At Bowler Metcalf (JSE:BCF) Tell Us?If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
分析記事 • Dec 14Bowler Metcalf Limited's (JSE:BCF) Stock On An Uptrend: Could Fundamentals Be Driving The Momentum?Bowler Metcalf's (JSE:BCF) stock is up by a considerable 18% over the past three months. Given that stock prices are...
Is New 90 Day High Low • Dec 07New 90-day high: R10.00The company is up 25% from its price of R8.00 on 08 September 2020. The South African market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is down 2.0% over the same period.
分析記事 • Nov 23What Can We Conclude About Bowler Metcalf's (JSE:BCF) CEO Pay?This article will reflect on the compensation paid to Friedel Sass who has served as CEO of Bowler Metcalf Limited...
