View ValuationPutprop 将来の成長Future 基準チェック /06現在、 Putpropの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Real Estate 収益成長27.5%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Jul 17+ 1 more updatePutprop Limited to Report Fiscal Year 2026 Results on Sep 16, 2026Putprop Limited announced that they will report fiscal year 2026 results on Sep 16, 2026Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improves as stock rises 20%After last week's 20% share price gain to R6.98, the stock trades at a trailing P/E ratio of 5.6x. Average trailing P/E is 8x in the Real Estate industry in South Africa. Total returns to shareholders of 118% over the past three years.Board Change • Jun 01High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. No experienced directors. 1 highly experienced director. Independent Non-Executive Director Hayden Hartley is the most experienced director on the board, commencing their role in 2016. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • May 05Investor sentiment deteriorates as stock falls 32%After last week's 32% share price decline to R4.00, the stock trades at a trailing P/E ratio of 3.2x. Average trailing P/E is 7x in the Real Estate industry in South Africa. Total returns to shareholders of 32% over the past three years.Declared Dividend • Mar 20First half dividend of R0.085 announcedShareholders will receive a dividend of R0.085. Ex-date: 8th April 2026 Payment date: 13th April 2026 Dividend yield will be 2.9%, which is lower than the industry average of 8.8%. Sustainability & Growth Dividend is well covered by both earnings (12% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 34% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Mar 11Putprop Limited to Report First Half, 2026 Results on Mar 18, 2026Putprop Limited announced that they will report first half, 2026 results on Mar 18, 2026お知らせ • Feb 17Putprop Limited Appoints Ms. Janys Ann Finn as Independent Non-Executive Director and Chairperson, Effective February 16, 2026Putprop Limited announced the appointment of Ms. Janys Ann Finn as an Independent Non-executive Director to serve as Chairperson of the Board and as a member of the Audit, Risk, Remuneration and Nomination, and the Social and Ethics Committees of the Company, with immediate effect. The Board confirms that it has undertaken a fit and proper assessment of Ms Finn and is satisfied with the outcome. Ms Finn is a Chartered Accountant with over two decades of experience as a financial director in the listed property sector, and over 18 years in the audit profession. She has served as Chief Financial Officer of Metboard Property Fund, Redefine Properties Limited, Rebosis Property Fund Limited, Heriot REIT Limited and Thibault REIT Limited and serves as an Independent Non-executive Director of SA Corporate Real Estate Limited. In addition, Ms Finn played a key role in the merger of ApexHi, Madison and Redefine, in the listings of Heriot on the AltX of the JSE in 2017 and of Thibault on the Cape Town Stock Exchange in July 2023. Ms Finn was appointed as a Non-executive Director of Heriot in 2022, when she stepped down as Heriot’s CFO. She resigned from the Heriot Group in 2024. Meeting date: February 16, 2026.Valuation Update With 7 Day Price Move • Jan 01Investor sentiment improves as stock rises 26%After last week's 26% share price gain to R5.99, the stock trades at a trailing P/E ratio of 5x. Average trailing P/E is 6x in the Real Estate industry in South Africa. Total returns to shareholders of 57% over the past three years.分析記事 • Dec 31Putprop Limited (JSE:PPR) Stock Catapults 47% Though Its Price And Business Still Lag The MarketPutprop Limited ( JSE:PPR ) shareholders would be excited to see that the share price has had a great month, posting a...Valuation Update With 7 Day Price Move • Dec 17Investor sentiment improves as stock rises 36%After last week's 36% share price gain to R4.75, the stock trades at a trailing P/E ratio of 4x. Average trailing P/E is 6x in the Real Estate industry in South Africa. Total returns to shareholders of 24% over the past three years.New Risk • Dec 11New 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 Risks Interest payments are not well covered by earnings (1.7x net interest cover). Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Market cap is less than US$100m (R201.4m market cap, or US$12.0m).Board Change • Dec 04Insufficient 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. 3 highly experienced directors. Independent Non-executive Director Rene Styber was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.分析記事 • Nov 15Is Putprop (JSE:PPR) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...New Risk • Nov 14New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 146% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.6x net interest cover). Market cap is less than US$10m (R148.4m market cap, or US$8.67m). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Nov 13Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to R3.50, the stock trades at a trailing P/E ratio of 4.5x. Average trailing P/E is 6x in the Real Estate industry in South Africa. Total loss to shareholders of 1.7% over the past three years.お知らせ • Nov 07Putprop Limited Announces Committee Member Appointment WithdrawnPutprop Limited announced at the AGM held on November 6, 2025, Withdrawn to appoint Mr. J Smith and Mr. B Carleo as a member of the Putprop ESE&T Committee.お知らせ • Oct 29Putprop Limited Announces Resignation of Gerrit H Van Heerden Has Resigned as an Independent Non-Executive Director, Effective 6 November 2025Putprop Limited notified its shareholders that Mr. Gerrit H van Heerden has resigned as an independent non-executive director, and a member of the Audit Committee and the Environmental, Social, Ethics and Transformation Committee ("Committees") with effect from 6 November 2025, and has informed the Board that he will therefore not make himself available for appointment to the Committees at the annual general meeting ("AGM") on such date. Accordingly, ordinary resolution numbers 3.3 and 4.4 recommending Mr. van Heerden's appointment as a member of the Audit Committee and a member of the Environmental, Social, Ethics and Transformation Committee, respectively are hereby withdrawn. The numbering of all other proposed resolutions at the AGM remains unchanged. The Company will commence the process to appoint a suitable replacement independent non-executive director in due course and shareholders will be advised once such an appointment has been made.お知らせ • Oct 28Putprop Limited Announces Retirement of Daniele Torricelli as Non-Executive Director, the Chairman of the Board and A Member and Chair of the Environmental, Social, Ethics and Transformation Committee, Effective November 6, 2025Putprop Limited announced that Mr. Daniele Torricelli, an independent non-executive director, the Chairman of the Board and a member and chair of the Environmental, Social, Ethics and Transformation Committee ("Committee"), who, in terms of the Company's memorandum of incorporation, is set to retire by rotation at the forthcoming annual general meeting ("AGM") on 6 November 2025, has informed the Board that he will not make himself available for re-election and accordingly will retire from the Board and Committee at the conclusion of that meeting.Board Change • Oct 14Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Gerrit Van Heerden was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Sep 06Putprop Limited, Annual General Meeting, Nov 06, 2025Putprop Limited, Annual General Meeting, Nov 06, 2025. Location: boardroom 1, 22 impala road, chislehurston, sandton South Africaお知らせ • Sep 05Putprop Limited Declares Dividend in Respect of the Year Ended 30 June 2025, Payable on 6 October 2025The Board of Putprop Limited announced the declaration of a dividend of 8.50 cents per ordinary share in respect of the year ended 30 June 2025 (2024: 8.5 cents), thus bringing the total dividend payable for the year to 15.50 cents (2024: 14.50 cents). Trading commences ex dividend: 1 October 2025, Record date: 3 October 2025, Date of payment: 6 October 2025.お知らせ • Aug 27Putprop Limited to Report Fiscal Year 2025 Results on Sep 03, 2025Putprop Limited announced that they will report fiscal year 2025 results on Sep 03, 2025分析記事 • Aug 24Investors Still Aren't Entirely Convinced By Putprop Limited's (JSE:PPR) Earnings Despite 36% Price JumpDespite an already strong run, Putprop Limited ( JSE:PPR ) shares have been powering on, with a gain of 36% in the last...Valuation Update With 7 Day Price Move • Aug 13Investor sentiment improves as stock rises 25%After last week's 25% share price gain to R4.37, the stock trades at a trailing P/E ratio of 5.6x. Average trailing P/E is 6x in the Real Estate industry in South Africa. Total returns to shareholders of 38% over the past three years.New Risk • Jul 31New 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 8.7% 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 Interest payments are not well covered by earnings (2.0x net interest cover). Market cap is less than US$10m (R166.2m market cap, or US$9.24m). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.7% average weekly change).Board Change • Jun 04Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Gerrit Van Heerden was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.分析記事 • May 14Is Putprop (JSE:PPR) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Recent Insider Transactions • Mar 23CEO, GM & Executive Director recently bought R212k worth of stockOn the 19th of March, Bruno Carleo bought around 62k shares on-market at roughly R3.42 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Bruno's only on-market trade for the last 12 months.分析記事 • Mar 14Putprop's (JSE:PPR) Earnings Are Of Questionable QualityUnsurprisingly, Putprop Limited's ( JSE:PPR ) stock price was strong on the back of its healthy earnings report...Reported Earnings • Mar 12First half 2025 earnings released: EPS: R0.083 (vs R0.22 in 1H 2024)First half 2025 results: EPS: R0.083 (down from R0.22 in 1H 2024). Revenue: R76.5m (up 7.0% from 1H 2024). Net income: R3.53m (down 62% from 1H 2024). Profit margin: 4.6% (down from 13% in 1H 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.分析記事 • Mar 11Putprop's (JSE:PPR) Dividend Will Be ZAR0.07Putprop Limited ( JSE:PPR ) will pay a dividend of ZAR0.07 on the 31st of March. Despite this raise, the dividend yield...Declared Dividend • Mar 10First half dividend of R0.07 announcedShareholders will receive a dividend of R0.07. Ex-date: 26th March 2025 Payment date: 31st March 2025 Dividend yield will be 4.9%, which is lower than the industry average of 8.8%. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 82% to shift the payout ratio to a potentially unsustainable range, which is more than the 4.7% EPS decline seen over the last 5 years.Buy Or Sell Opportunity • Mar 06Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.1% to R3.00. The fair value is estimated to be R3.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has declined by 2.6%.Buy Or Sell Opportunity • Feb 11Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.5% to R3.31. The fair value is estimated to be R4.22, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has declined by 2.6%.Buy Or Sell Opportunity • Jan 20Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.5% to R3.32. The fair value is estimated to be R4.22, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has declined by 2.6%.New Risk • Jan 14New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South African stocks, typically moving 7.6% 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 Interest payments are not well covered by earnings (1.9x net interest cover). Share price has been highly volatile over the past 3 months (7.6% average weekly change). Market cap is less than US$10m (R139.9m market cap, or US$7.38m). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Jan 14Investor sentiment improves as stock rises 28%After last week's 28% share price gain to R3.83, the stock trades at a trailing P/E ratio of 4.2x. Average trailing P/E is 4x in the Real Estate industry in South Africa. Total returns to shareholders of 13% over the past three years.Buy Or Sell Opportunity • Jan 02Now 29% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to R3.00. The fair value is estimated to be R4.22, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has declined by 2.6%.Buy Or Sell Opportunity • Dec 10Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.7% to R3.22. The fair value is estimated to be R4.22, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has declined by 2.6%.Buy Or Sell Opportunity • Nov 19Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.3% to R3.16. The fair value is estimated to be R4.22, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has declined by 2.6%.New Risk • Nov 06New 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 6.9% 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 Interest payments are not well covered by earnings (1.9x net interest cover). Market cap is less than US$10m (R145.4m market cap, or US$8.25m). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.9% average weekly change). Large one-off items impacting financial results.Buy Or Sell Opportunity • Nov 04Now 24% undervaluedThe stock has been flat over the last 90 days, currently trading at R3.20. The fair value is estimated to be R4.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has declined by 2.6%.分析記事 • Oct 30We Think Some Shareholders May Hesitate To Increase Putprop Limited's (JSE:PPR) CEO CompensationKey Insights Putprop's Annual General Meeting to take place on 6th of November Total pay for CEO Bruno Carleo includes...Upcoming Dividend • Oct 16Upcoming dividend of R0.085 per shareEligible shareholders must have bought the stock before 23 October 2024. Payment date: 28 October 2024. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 4.7%. Lower than top quartile of South African dividend payers (7.6%). Lower than average of industry peers (6.8%).Buy Or Sell Opportunity • Oct 14Now 27% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.5% to R3.10. The fair value is estimated to be R4.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has declined by 2.6%.Buy Or Sell Opportunity • Sep 12Now 24% undervaluedThe stock has been flat over the last 90 days, currently trading at R3.20. The fair value is estimated to be R4.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has declined by 2.6%.分析記事 • Sep 08Why Putprop's (JSE:PPR) Earnings Are Weaker Than They SeemEven though Putprop Limited ( JSE:PPR ) posted strong earnings recently, the stock hasn't reacted in a large way. We...分析記事 • Sep 02Putprop's (JSE:PPR) Dividend Will Be Increased To ZAR0.085Putprop Limited's ( JSE:PPR ) periodic dividend will be increasing on the 28th of October to ZAR0.085, with investors...Declared Dividend • Sep 02First half dividend increased to R0.085Dividend of R0.085 is 21% higher than last year. Ex-date: 23rd October 2024 Payment date: 28th October 2024 Dividend yield will be 4.5%, which is lower than the industry average of 8.8%. Sustainability & Growth Dividend is well covered by both earnings (43% earnings payout ratio) and cash flows (8% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 18% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Aug 31+ 1 more updatePutprop Limited, Annual General Meeting, Nov 06, 2024Putprop Limited, Annual General Meeting, Nov 06, 2024. Location: boardroom 1, 22 impala road, chislehurston, sandton, South Africaお知らせ • Aug 24Putprop Limited to Report Fiscal Year 2024 Results on Aug 30, 2024Putprop Limited announced that they will report fiscal year 2024 results on Aug 30, 2024Upcoming Dividend • Mar 19Upcoming dividend of R0.06 per shareEligible shareholders must have bought the stock before 26 March 2024. Payment date: 02 April 2024. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of South African dividend payers (9.1%). Lower than average of industry peers (8.0%).New Risk • Mar 12New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 4.3% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.7x net interest cover). Market cap is less than US$10m (R131.5m market cap, or US$7.08m). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (9.5% net profit margin).分析記事 • Mar 08Is Putprop (JSE:PPR) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Declared Dividend • Mar 07First half dividend increased to R0.06Dividend of R0.06 is 41% higher than last year. Ex-date: 26th March 2024 Payment date: 2nd April 2024 Dividend yield will be 4.0%, which is lower than the industry average of 8.8%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (7% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 18% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Feb 29Putprop Limited to Report First Half, 2024 Results on Mar 05, 2024Putprop Limited announced that they will report first half, 2024 results on Mar 05, 2024分析記事 • Nov 02Here's Why Putprop Limited's (JSE:PPR) CEO Might See A Pay Rise SoonKey Insights Putprop will host its Annual General Meeting on 8th of November CEO Bruno Carleo's total compensation...Upcoming Dividend • Oct 18Upcoming dividend of R0.07 per share at 3.2% yieldEligible shareholders must have bought the stock before 25 October 2023. Payment date: 30 October 2023. Payout ratio is a comfortable 43% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of South African dividend payers (9.6%). Lower than average of industry peers (11%).分析記事 • Sep 18Putprop (JSE:PPR) Is Increasing Its Dividend To ZAR0.07The board of Putprop Limited ( JSE:PPR ) has announced that the dividend on 30th of October will be increased to...Reported Earnings • Sep 17Full year 2023 earnings released: EPS: R0.26 (vs R1.51 in FY 2022)Full year 2023 results: EPS: R0.26 (down from R1.51 in FY 2022). Revenue: R128.4m (up 8.4% from FY 2022). Net income: R11.1m (down 83% from FY 2022). Profit margin: 8.7% (down from 54% in FY 2022). Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Sep 17Putprop Limited Announces Declaration of Dividend in Respect of Year Ended 30 June 2023, Payable on 30 October 2023Putprop Limited announced declaration of a dividend of 7.00 cents per ordinary share in respect of year ended 30 June 2023 (2022: 6.00 cents), thus bringing the total dividend payable for the year to 11.25 cents (2022: 10.25 cents). Record date is 27 October 2023. Date of payment is 30 October 2023. Trading commences ex dividend is 25 October 2023.お知らせ • Sep 16Putprop Limited, Annual General Meeting, Nov 08, 2023Putprop Limited, Annual General Meeting, Nov 08, 2023, at 11:30 South Africa Standard Time. Location: Boardroom 1, 22 Impala Road, Chislehurston, Sandton Sandton South Africaお知らせ • Sep 14+ 1 more updatePutprop Limited to Report Fiscal Year 2023 Results on Sep 14, 2023Putprop Limited announced that they will report fiscal year 2023 results on Sep 14, 2023New Risk • Sep 08New 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: Major Risks Interest payments are not well covered by earnings (1.7x net interest cover). Market cap is less than US$10m (R148.0m market cap, or US$7.74m). Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Large one-off items impacting financial results.お知らせ • Sep 01+ 1 more updatePutprop Limited Announces Retirement of Anna Lucia Carleo-Novello as DirectorPutprop Limited announced that Ms. Anna Lucia Carleo-Novello, an executive director, has given notice of her intention to retire from the Board with effect from 30 November 2023.Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to R3.59, the stock trades at a trailing P/E ratio of 2.5x. Average trailing P/E is 6x in the Real Estate industry in South Africa. Total returns to shareholders of 13% over the past three years.分析記事 • Jun 23Putprop (JSE:PPR) Takes On Some Risk With Its Use Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Upcoming Dividend • Mar 22Upcoming dividend of R0.043 per share at 3.1% yieldEligible shareholders must have bought the stock before 29 March 2023. Payment date: 03 April 2023. Payout ratio is a comfortable 6.8% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of South African dividend payers (8.9%). Lower than average of industry peers (8.9%).分析記事 • Dec 21We Ran A Stock Scan For Earnings Growth And Putprop (JSE:PPR) Passed With EaseFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 2 highly experienced directors. Executive Director Anna Carleo-Novello was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Oct 19Upcoming dividend of R0.06 per shareEligible shareholders must have bought the stock before 26 October 2022. Payment date: 31 October 2022. Payout ratio is a comfortable 6.8% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of South African dividend payers (9.1%). Lower than average of industry peers (8.2%).お知らせ • Oct 15Putprop Limited, Annual General Meeting, Nov 14, 2022Putprop Limited, Annual General Meeting, Nov 14, 2022, at 11:30 South Africa Standard Time. Location: 22 Impala Road Chislehurston, Sandton in Boardroom 1 Sandton South AfricaReported Earnings • Oct 08Full year 2022 earnings released: EPS: R1.51 (vs R0.53 in FY 2021)Full year 2022 results: EPS: R1.51 (up from R0.53 in FY 2021). Revenue: R111.3m (up 48% from FY 2021). Net income: R64.0m (up 182% from FY 2021). Profit margin: 57% (up from 30% in FY 2021). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Aug 30Investor sentiment improved over the past weekAfter last week's 19% share price gain to R4.36, the stock trades at a trailing P/E ratio of 23x. Average trailing P/E is 7x in the Real Estate industry in South Africa. Total loss to shareholders of 11% over the past three years.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 2 highly experienced directors. Executive Director Anna Carleo-Novello was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Mar 29Investor sentiment improved over the past weekAfter last week's 19% share price gain to R4.04, the stock trades at a trailing P/E ratio of 21.3x. Average trailing P/E is 9x in the Real Estate industry in South Africa. Total loss to shareholders of 19% over the past three years.Upcoming Dividend • Mar 23Upcoming dividend of R0.043 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 04 April 2022. Payout ratio is on the higher end at 79%, however this is supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of South African dividend payers (7.3%). Lower than average of industry peers (5.5%).お知らせ • Mar 06Putprop Limited to Report First Half, 2022 Results on Mar 09, 2022Putprop Limited announced that they will report first half, 2022 results on Mar 09, 2022分析記事 • Oct 28Most Shareholders Will Probably Agree With Putprop Limited's (JSE:PPR) CEO CompensationThe performance at Putprop Limited ( JSE:PPR ) has been rather lacklustre of late and shareholders may be wondering...Upcoming Dividend • Oct 06Upcoming dividend of R0.11 per shareEligible shareholders must have bought the stock before 13 October 2021. Payment date: 18 October 2021. Trailing yield: 3.6%. Lower than top quartile of South African dividend payers (8.0%). Lower than average of industry peers (6.0%).分析記事 • Sep 29Statutory Profit Doesn't Reflect How Good Putprop's (JSE:PPR) Earnings AreWhen companies post strong earnings, the stock generally performs well, just like Putprop Limited's ( JSE:PPR ) stock...Reported Earnings • Sep 24Full year 2021 earnings released: EPS R0.53 (vs R0.066 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: R73.1m (up 10.0% from FY 2020). Net income: R22.7m (up R19.8m from FY 2020). Profit margin: 31% (up from 4.3% in FY 2020). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Sep 20Investor sentiment deteriorated over the past weekAfter last week's 24% share price decline to R3.70, the stock trades at a trailing P/E ratio of 12.3x. Average trailing P/E is 17x in the Real Estate industry in South Africa. Total loss to shareholders of 16% over the past three years.分析記事 • Aug 30Putprop Limited's (JSE:PPR) Shares Climb 30% But Its Business Is Yet to Catch UpPutprop Limited ( JSE:PPR ) shareholders have had their patience rewarded with a 30% share price jump in the last...Valuation Update With 7 Day Price Move • Aug 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to R4.00, the stock trades at a trailing P/E ratio of 13.8x. Average trailing P/E is 19x in the Real Estate industry in South Africa. Total loss to shareholders of 2.8% over the past three years.Valuation Update With 7 Day Price Move • Jun 21Investor sentiment improved over the past weekAfter last week's 18% share price gain to R3.15, the stock trades at a trailing P/E ratio of 10.9x. Average trailing P/E is 14x in the Real Estate industry in Africa. Total loss to shareholders of 30% over the past three years.分析記事 • May 19Putprop (JSE:PPR) Seems To Be Using A Lot Of DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Upcoming Dividend • Mar 23Upcoming dividend of R0.043 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 06 April 2021. Trailing yield: 3.1%. Lower than top quartile of South African dividend payers (8.2%). Lower than average of industry peers (6.3%).お知らせ • Feb 20Putprop Limited to Report First Half, 2021 Results on Mar 04, 2021Putprop Limited announced that they will report first half, 2021 results on Mar 04, 2021分析記事 • Jan 26Investors In Putprop Limited (JSE:PPR) Should Consider This, FirstDividend paying stocks like Putprop Limited ( JSE:PPR ) tend to be popular with investors, and for good reason - some...分析記事 • Dec 01How Much Is Putprop Limited (JSE:PPR) Paying Its CEO?Bruno Carleo became the CEO of Putprop Limited (JSE:PPR) in 2011, and we think it's a good time to look at the...お知らせ • Nov 06Putprop Limited Announces Appointments to Audit and Risk CommitteePutprop Limited approved the appointment of Hayden Hartley as a member and chairperson of the Putprop Audit and Risk Committee, appointment of Gerrit Van Heerden as a member of the Putprop Audit and Risk Committee and appointment of Rene Styber as a member of the Putprop Audit and Risk Committee at its AGM held on November 4, 2020.お知らせ • Aug 30Putprop Limited to Report Fiscal Year 2020 Results on Sep 03, 2020Putprop Limited announced that they will report fiscal year 2020 results on Sep 03, 2020 このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Putprop は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測JSE:PPR - アナリストの将来予測と過去の財務データ ( )ZAR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2025139532426N/A9/30/2025140522527N/A6/30/2025141512628N/A3/31/2025149422828N/A12/31/2024158332929N/A9/30/2024155363737N/A6/30/2024153394646N/A3/31/2024143265656N/A12/31/2023134126667N/A9/30/2023131123132N/A6/30/202312911-4-3N/A3/31/20231263611N/A12/31/20221236156N/A9/30/2022121623434N/A6/30/2022119646363N/A3/31/2022109365656N/A12/31/202110084949N/A9/30/202192154243N/A6/30/202184233636N/A3/31/202173182323N/A12/31/202071131515N/A9/30/20207181414N/A6/30/20207231313N/A3/31/202088231717N/A12/31/2019104442020N/A9/30/20199939N/A21N/A6/30/20199434N/A22N/A3/31/20197420N/A17N/A12/31/2018546N/A12N/A9/30/2018546N/A13N/A6/30/2018547N/A13N/A3/31/20187018N/A31N/A12/31/20178630N/A50N/A9/30/20178135N/A38N/A6/30/20177739N/A27N/A3/31/20176830N/A12N/A12/31/20165920N/A-2N/A9/30/20165921N/A8N/A6/30/20166021N/A17N/A3/31/20166442N/A24N/A12/31/20156964N/A30N/A9/30/20156864N/A34N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: PPRの予測収益成長が 貯蓄率 ( 9.7% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: PPRの収益がZA市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: PPRの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: PPRの収益がZA市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: PPRの収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: PPRの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YReal-estate-management-and-development 業界の高成長企業。View Past Performance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2026/08/17 13:23終値2026/08/14 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Putprop 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。0
お知らせ • Jul 17+ 1 more updatePutprop Limited to Report Fiscal Year 2026 Results on Sep 16, 2026Putprop Limited announced that they will report fiscal year 2026 results on Sep 16, 2026
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improves as stock rises 20%After last week's 20% share price gain to R6.98, the stock trades at a trailing P/E ratio of 5.6x. Average trailing P/E is 8x in the Real Estate industry in South Africa. Total returns to shareholders of 118% over the past three years.
Board Change • Jun 01High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. No experienced directors. 1 highly experienced director. Independent Non-Executive Director Hayden Hartley is the most experienced director on the board, commencing their role in 2016. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • May 05Investor sentiment deteriorates as stock falls 32%After last week's 32% share price decline to R4.00, the stock trades at a trailing P/E ratio of 3.2x. Average trailing P/E is 7x in the Real Estate industry in South Africa. Total returns to shareholders of 32% over the past three years.
Declared Dividend • Mar 20First half dividend of R0.085 announcedShareholders will receive a dividend of R0.085. Ex-date: 8th April 2026 Payment date: 13th April 2026 Dividend yield will be 2.9%, which is lower than the industry average of 8.8%. Sustainability & Growth Dividend is well covered by both earnings (12% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 34% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 11Putprop Limited to Report First Half, 2026 Results on Mar 18, 2026Putprop Limited announced that they will report first half, 2026 results on Mar 18, 2026
お知らせ • Feb 17Putprop Limited Appoints Ms. Janys Ann Finn as Independent Non-Executive Director and Chairperson, Effective February 16, 2026Putprop Limited announced the appointment of Ms. Janys Ann Finn as an Independent Non-executive Director to serve as Chairperson of the Board and as a member of the Audit, Risk, Remuneration and Nomination, and the Social and Ethics Committees of the Company, with immediate effect. The Board confirms that it has undertaken a fit and proper assessment of Ms Finn and is satisfied with the outcome. Ms Finn is a Chartered Accountant with over two decades of experience as a financial director in the listed property sector, and over 18 years in the audit profession. She has served as Chief Financial Officer of Metboard Property Fund, Redefine Properties Limited, Rebosis Property Fund Limited, Heriot REIT Limited and Thibault REIT Limited and serves as an Independent Non-executive Director of SA Corporate Real Estate Limited. In addition, Ms Finn played a key role in the merger of ApexHi, Madison and Redefine, in the listings of Heriot on the AltX of the JSE in 2017 and of Thibault on the Cape Town Stock Exchange in July 2023. Ms Finn was appointed as a Non-executive Director of Heriot in 2022, when she stepped down as Heriot’s CFO. She resigned from the Heriot Group in 2024. Meeting date: February 16, 2026.
Valuation Update With 7 Day Price Move • Jan 01Investor sentiment improves as stock rises 26%After last week's 26% share price gain to R5.99, the stock trades at a trailing P/E ratio of 5x. Average trailing P/E is 6x in the Real Estate industry in South Africa. Total returns to shareholders of 57% over the past three years.
分析記事 • Dec 31Putprop Limited (JSE:PPR) Stock Catapults 47% Though Its Price And Business Still Lag The MarketPutprop Limited ( JSE:PPR ) shareholders would be excited to see that the share price has had a great month, posting a...
Valuation Update With 7 Day Price Move • Dec 17Investor sentiment improves as stock rises 36%After last week's 36% share price gain to R4.75, the stock trades at a trailing P/E ratio of 4x. Average trailing P/E is 6x in the Real Estate industry in South Africa. Total returns to shareholders of 24% over the past three years.
New Risk • Dec 11New 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 Risks Interest payments are not well covered by earnings (1.7x net interest cover). Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Market cap is less than US$100m (R201.4m market cap, or US$12.0m).
Board Change • Dec 04Insufficient 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. 3 highly experienced directors. Independent Non-executive Director Rene Styber was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
分析記事 • Nov 15Is Putprop (JSE:PPR) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
New Risk • Nov 14New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 146% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.6x net interest cover). Market cap is less than US$10m (R148.4m market cap, or US$8.67m). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Nov 13Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to R3.50, the stock trades at a trailing P/E ratio of 4.5x. Average trailing P/E is 6x in the Real Estate industry in South Africa. Total loss to shareholders of 1.7% over the past three years.
お知らせ • Nov 07Putprop Limited Announces Committee Member Appointment WithdrawnPutprop Limited announced at the AGM held on November 6, 2025, Withdrawn to appoint Mr. J Smith and Mr. B Carleo as a member of the Putprop ESE&T Committee.
お知らせ • Oct 29Putprop Limited Announces Resignation of Gerrit H Van Heerden Has Resigned as an Independent Non-Executive Director, Effective 6 November 2025Putprop Limited notified its shareholders that Mr. Gerrit H van Heerden has resigned as an independent non-executive director, and a member of the Audit Committee and the Environmental, Social, Ethics and Transformation Committee ("Committees") with effect from 6 November 2025, and has informed the Board that he will therefore not make himself available for appointment to the Committees at the annual general meeting ("AGM") on such date. Accordingly, ordinary resolution numbers 3.3 and 4.4 recommending Mr. van Heerden's appointment as a member of the Audit Committee and a member of the Environmental, Social, Ethics and Transformation Committee, respectively are hereby withdrawn. The numbering of all other proposed resolutions at the AGM remains unchanged. The Company will commence the process to appoint a suitable replacement independent non-executive director in due course and shareholders will be advised once such an appointment has been made.
お知らせ • Oct 28Putprop Limited Announces Retirement of Daniele Torricelli as Non-Executive Director, the Chairman of the Board and A Member and Chair of the Environmental, Social, Ethics and Transformation Committee, Effective November 6, 2025Putprop Limited announced that Mr. Daniele Torricelli, an independent non-executive director, the Chairman of the Board and a member and chair of the Environmental, Social, Ethics and Transformation Committee ("Committee"), who, in terms of the Company's memorandum of incorporation, is set to retire by rotation at the forthcoming annual general meeting ("AGM") on 6 November 2025, has informed the Board that he will not make himself available for re-election and accordingly will retire from the Board and Committee at the conclusion of that meeting.
Board Change • Oct 14Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Gerrit Van Heerden was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 06Putprop Limited, Annual General Meeting, Nov 06, 2025Putprop Limited, Annual General Meeting, Nov 06, 2025. Location: boardroom 1, 22 impala road, chislehurston, sandton South Africa
お知らせ • Sep 05Putprop Limited Declares Dividend in Respect of the Year Ended 30 June 2025, Payable on 6 October 2025The Board of Putprop Limited announced the declaration of a dividend of 8.50 cents per ordinary share in respect of the year ended 30 June 2025 (2024: 8.5 cents), thus bringing the total dividend payable for the year to 15.50 cents (2024: 14.50 cents). Trading commences ex dividend: 1 October 2025, Record date: 3 October 2025, Date of payment: 6 October 2025.
お知らせ • Aug 27Putprop Limited to Report Fiscal Year 2025 Results on Sep 03, 2025Putprop Limited announced that they will report fiscal year 2025 results on Sep 03, 2025
分析記事 • Aug 24Investors Still Aren't Entirely Convinced By Putprop Limited's (JSE:PPR) Earnings Despite 36% Price JumpDespite an already strong run, Putprop Limited ( JSE:PPR ) shares have been powering on, with a gain of 36% in the last...
Valuation Update With 7 Day Price Move • Aug 13Investor sentiment improves as stock rises 25%After last week's 25% share price gain to R4.37, the stock trades at a trailing P/E ratio of 5.6x. Average trailing P/E is 6x in the Real Estate industry in South Africa. Total returns to shareholders of 38% over the past three years.
New Risk • Jul 31New 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 8.7% 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 Interest payments are not well covered by earnings (2.0x net interest cover). Market cap is less than US$10m (R166.2m market cap, or US$9.24m). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.7% average weekly change).
Board Change • Jun 04Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Gerrit Van Heerden was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
分析記事 • May 14Is Putprop (JSE:PPR) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Recent Insider Transactions • Mar 23CEO, GM & Executive Director recently bought R212k worth of stockOn the 19th of March, Bruno Carleo bought around 62k shares on-market at roughly R3.42 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Bruno's only on-market trade for the last 12 months.
分析記事 • Mar 14Putprop's (JSE:PPR) Earnings Are Of Questionable QualityUnsurprisingly, Putprop Limited's ( JSE:PPR ) stock price was strong on the back of its healthy earnings report...
Reported Earnings • Mar 12First half 2025 earnings released: EPS: R0.083 (vs R0.22 in 1H 2024)First half 2025 results: EPS: R0.083 (down from R0.22 in 1H 2024). Revenue: R76.5m (up 7.0% from 1H 2024). Net income: R3.53m (down 62% from 1H 2024). Profit margin: 4.6% (down from 13% in 1H 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
分析記事 • Mar 11Putprop's (JSE:PPR) Dividend Will Be ZAR0.07Putprop Limited ( JSE:PPR ) will pay a dividend of ZAR0.07 on the 31st of March. Despite this raise, the dividend yield...
Declared Dividend • Mar 10First half dividend of R0.07 announcedShareholders will receive a dividend of R0.07. Ex-date: 26th March 2025 Payment date: 31st March 2025 Dividend yield will be 4.9%, which is lower than the industry average of 8.8%. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 82% to shift the payout ratio to a potentially unsustainable range, which is more than the 4.7% EPS decline seen over the last 5 years.
Buy Or Sell Opportunity • Mar 06Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.1% to R3.00. The fair value is estimated to be R3.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has declined by 2.6%.
Buy Or Sell Opportunity • Feb 11Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.5% to R3.31. The fair value is estimated to be R4.22, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has declined by 2.6%.
Buy Or Sell Opportunity • Jan 20Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.5% to R3.32. The fair value is estimated to be R4.22, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has declined by 2.6%.
New Risk • Jan 14New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South African stocks, typically moving 7.6% 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 Interest payments are not well covered by earnings (1.9x net interest cover). Share price has been highly volatile over the past 3 months (7.6% average weekly change). Market cap is less than US$10m (R139.9m market cap, or US$7.38m). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Jan 14Investor sentiment improves as stock rises 28%After last week's 28% share price gain to R3.83, the stock trades at a trailing P/E ratio of 4.2x. Average trailing P/E is 4x in the Real Estate industry in South Africa. Total returns to shareholders of 13% over the past three years.
Buy Or Sell Opportunity • Jan 02Now 29% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to R3.00. The fair value is estimated to be R4.22, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has declined by 2.6%.
Buy Or Sell Opportunity • Dec 10Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.7% to R3.22. The fair value is estimated to be R4.22, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has declined by 2.6%.
Buy Or Sell Opportunity • Nov 19Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.3% to R3.16. The fair value is estimated to be R4.22, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has declined by 2.6%.
New Risk • Nov 06New 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 6.9% 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 Interest payments are not well covered by earnings (1.9x net interest cover). Market cap is less than US$10m (R145.4m market cap, or US$8.25m). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.9% average weekly change). Large one-off items impacting financial results.
Buy Or Sell Opportunity • Nov 04Now 24% undervaluedThe stock has been flat over the last 90 days, currently trading at R3.20. The fair value is estimated to be R4.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has declined by 2.6%.
分析記事 • Oct 30We Think Some Shareholders May Hesitate To Increase Putprop Limited's (JSE:PPR) CEO CompensationKey Insights Putprop's Annual General Meeting to take place on 6th of November Total pay for CEO Bruno Carleo includes...
Upcoming Dividend • Oct 16Upcoming dividend of R0.085 per shareEligible shareholders must have bought the stock before 23 October 2024. Payment date: 28 October 2024. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 4.7%. Lower than top quartile of South African dividend payers (7.6%). Lower than average of industry peers (6.8%).
Buy Or Sell Opportunity • Oct 14Now 27% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.5% to R3.10. The fair value is estimated to be R4.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has declined by 2.6%.
Buy Or Sell Opportunity • Sep 12Now 24% undervaluedThe stock has been flat over the last 90 days, currently trading at R3.20. The fair value is estimated to be R4.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has declined by 2.6%.
分析記事 • Sep 08Why Putprop's (JSE:PPR) Earnings Are Weaker Than They SeemEven though Putprop Limited ( JSE:PPR ) posted strong earnings recently, the stock hasn't reacted in a large way. We...
分析記事 • Sep 02Putprop's (JSE:PPR) Dividend Will Be Increased To ZAR0.085Putprop Limited's ( JSE:PPR ) periodic dividend will be increasing on the 28th of October to ZAR0.085, with investors...
Declared Dividend • Sep 02First half dividend increased to R0.085Dividend of R0.085 is 21% higher than last year. Ex-date: 23rd October 2024 Payment date: 28th October 2024 Dividend yield will be 4.5%, which is lower than the industry average of 8.8%. Sustainability & Growth Dividend is well covered by both earnings (43% earnings payout ratio) and cash flows (8% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 18% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 31+ 1 more updatePutprop Limited, Annual General Meeting, Nov 06, 2024Putprop Limited, Annual General Meeting, Nov 06, 2024. Location: boardroom 1, 22 impala road, chislehurston, sandton, South Africa
お知らせ • Aug 24Putprop Limited to Report Fiscal Year 2024 Results on Aug 30, 2024Putprop Limited announced that they will report fiscal year 2024 results on Aug 30, 2024
Upcoming Dividend • Mar 19Upcoming dividend of R0.06 per shareEligible shareholders must have bought the stock before 26 March 2024. Payment date: 02 April 2024. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of South African dividend payers (9.1%). Lower than average of industry peers (8.0%).
New Risk • Mar 12New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 4.3% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.7x net interest cover). Market cap is less than US$10m (R131.5m market cap, or US$7.08m). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (9.5% net profit margin).
分析記事 • Mar 08Is Putprop (JSE:PPR) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Declared Dividend • Mar 07First half dividend increased to R0.06Dividend of R0.06 is 41% higher than last year. Ex-date: 26th March 2024 Payment date: 2nd April 2024 Dividend yield will be 4.0%, which is lower than the industry average of 8.8%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (7% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 18% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 29Putprop Limited to Report First Half, 2024 Results on Mar 05, 2024Putprop Limited announced that they will report first half, 2024 results on Mar 05, 2024
分析記事 • Nov 02Here's Why Putprop Limited's (JSE:PPR) CEO Might See A Pay Rise SoonKey Insights Putprop will host its Annual General Meeting on 8th of November CEO Bruno Carleo's total compensation...
Upcoming Dividend • Oct 18Upcoming dividend of R0.07 per share at 3.2% yieldEligible shareholders must have bought the stock before 25 October 2023. Payment date: 30 October 2023. Payout ratio is a comfortable 43% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of South African dividend payers (9.6%). Lower than average of industry peers (11%).
分析記事 • Sep 18Putprop (JSE:PPR) Is Increasing Its Dividend To ZAR0.07The board of Putprop Limited ( JSE:PPR ) has announced that the dividend on 30th of October will be increased to...
Reported Earnings • Sep 17Full year 2023 earnings released: EPS: R0.26 (vs R1.51 in FY 2022)Full year 2023 results: EPS: R0.26 (down from R1.51 in FY 2022). Revenue: R128.4m (up 8.4% from FY 2022). Net income: R11.1m (down 83% from FY 2022). Profit margin: 8.7% (down from 54% in FY 2022). Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Sep 17Putprop Limited Announces Declaration of Dividend in Respect of Year Ended 30 June 2023, Payable on 30 October 2023Putprop Limited announced declaration of a dividend of 7.00 cents per ordinary share in respect of year ended 30 June 2023 (2022: 6.00 cents), thus bringing the total dividend payable for the year to 11.25 cents (2022: 10.25 cents). Record date is 27 October 2023. Date of payment is 30 October 2023. Trading commences ex dividend is 25 October 2023.
お知らせ • Sep 16Putprop Limited, Annual General Meeting, Nov 08, 2023Putprop Limited, Annual General Meeting, Nov 08, 2023, at 11:30 South Africa Standard Time. Location: Boardroom 1, 22 Impala Road, Chislehurston, Sandton Sandton South Africa
お知らせ • Sep 14+ 1 more updatePutprop Limited to Report Fiscal Year 2023 Results on Sep 14, 2023Putprop Limited announced that they will report fiscal year 2023 results on Sep 14, 2023
New Risk • Sep 08New 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: Major Risks Interest payments are not well covered by earnings (1.7x net interest cover). Market cap is less than US$10m (R148.0m market cap, or US$7.74m). Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Large one-off items impacting financial results.
お知らせ • Sep 01+ 1 more updatePutprop Limited Announces Retirement of Anna Lucia Carleo-Novello as DirectorPutprop Limited announced that Ms. Anna Lucia Carleo-Novello, an executive director, has given notice of her intention to retire from the Board with effect from 30 November 2023.
Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to R3.59, the stock trades at a trailing P/E ratio of 2.5x. Average trailing P/E is 6x in the Real Estate industry in South Africa. Total returns to shareholders of 13% over the past three years.
分析記事 • Jun 23Putprop (JSE:PPR) Takes On Some Risk With Its Use Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Upcoming Dividend • Mar 22Upcoming dividend of R0.043 per share at 3.1% yieldEligible shareholders must have bought the stock before 29 March 2023. Payment date: 03 April 2023. Payout ratio is a comfortable 6.8% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of South African dividend payers (8.9%). Lower than average of industry peers (8.9%).
分析記事 • Dec 21We Ran A Stock Scan For Earnings Growth And Putprop (JSE:PPR) Passed With EaseFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 2 highly experienced directors. Executive Director Anna Carleo-Novello was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Oct 19Upcoming dividend of R0.06 per shareEligible shareholders must have bought the stock before 26 October 2022. Payment date: 31 October 2022. Payout ratio is a comfortable 6.8% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of South African dividend payers (9.1%). Lower than average of industry peers (8.2%).
お知らせ • Oct 15Putprop Limited, Annual General Meeting, Nov 14, 2022Putprop Limited, Annual General Meeting, Nov 14, 2022, at 11:30 South Africa Standard Time. Location: 22 Impala Road Chislehurston, Sandton in Boardroom 1 Sandton South Africa
Reported Earnings • Oct 08Full year 2022 earnings released: EPS: R1.51 (vs R0.53 in FY 2021)Full year 2022 results: EPS: R1.51 (up from R0.53 in FY 2021). Revenue: R111.3m (up 48% from FY 2021). Net income: R64.0m (up 182% from FY 2021). Profit margin: 57% (up from 30% in FY 2021). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Aug 30Investor sentiment improved over the past weekAfter last week's 19% share price gain to R4.36, the stock trades at a trailing P/E ratio of 23x. Average trailing P/E is 7x in the Real Estate industry in South Africa. Total loss to shareholders of 11% over the past three years.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 2 highly experienced directors. Executive Director Anna Carleo-Novello was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Mar 29Investor sentiment improved over the past weekAfter last week's 19% share price gain to R4.04, the stock trades at a trailing P/E ratio of 21.3x. Average trailing P/E is 9x in the Real Estate industry in South Africa. Total loss to shareholders of 19% over the past three years.
Upcoming Dividend • Mar 23Upcoming dividend of R0.043 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 04 April 2022. Payout ratio is on the higher end at 79%, however this is supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of South African dividend payers (7.3%). Lower than average of industry peers (5.5%).
お知らせ • Mar 06Putprop Limited to Report First Half, 2022 Results on Mar 09, 2022Putprop Limited announced that they will report first half, 2022 results on Mar 09, 2022
分析記事 • Oct 28Most Shareholders Will Probably Agree With Putprop Limited's (JSE:PPR) CEO CompensationThe performance at Putprop Limited ( JSE:PPR ) has been rather lacklustre of late and shareholders may be wondering...
Upcoming Dividend • Oct 06Upcoming dividend of R0.11 per shareEligible shareholders must have bought the stock before 13 October 2021. Payment date: 18 October 2021. Trailing yield: 3.6%. Lower than top quartile of South African dividend payers (8.0%). Lower than average of industry peers (6.0%).
分析記事 • Sep 29Statutory Profit Doesn't Reflect How Good Putprop's (JSE:PPR) Earnings AreWhen companies post strong earnings, the stock generally performs well, just like Putprop Limited's ( JSE:PPR ) stock...
Reported Earnings • Sep 24Full year 2021 earnings released: EPS R0.53 (vs R0.066 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: R73.1m (up 10.0% from FY 2020). Net income: R22.7m (up R19.8m from FY 2020). Profit margin: 31% (up from 4.3% in FY 2020). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Sep 20Investor sentiment deteriorated over the past weekAfter last week's 24% share price decline to R3.70, the stock trades at a trailing P/E ratio of 12.3x. Average trailing P/E is 17x in the Real Estate industry in South Africa. Total loss to shareholders of 16% over the past three years.
分析記事 • Aug 30Putprop Limited's (JSE:PPR) Shares Climb 30% But Its Business Is Yet to Catch UpPutprop Limited ( JSE:PPR ) shareholders have had their patience rewarded with a 30% share price jump in the last...
Valuation Update With 7 Day Price Move • Aug 30Investor sentiment improved over the past weekAfter last week's 16% share price gain to R4.00, the stock trades at a trailing P/E ratio of 13.8x. Average trailing P/E is 19x in the Real Estate industry in South Africa. Total loss to shareholders of 2.8% over the past three years.
Valuation Update With 7 Day Price Move • Jun 21Investor sentiment improved over the past weekAfter last week's 18% share price gain to R3.15, the stock trades at a trailing P/E ratio of 10.9x. Average trailing P/E is 14x in the Real Estate industry in Africa. Total loss to shareholders of 30% over the past three years.
分析記事 • May 19Putprop (JSE:PPR) Seems To Be Using A Lot Of DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Upcoming Dividend • Mar 23Upcoming dividend of R0.043 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 06 April 2021. Trailing yield: 3.1%. Lower than top quartile of South African dividend payers (8.2%). Lower than average of industry peers (6.3%).
お知らせ • Feb 20Putprop Limited to Report First Half, 2021 Results on Mar 04, 2021Putprop Limited announced that they will report first half, 2021 results on Mar 04, 2021
分析記事 • Jan 26Investors In Putprop Limited (JSE:PPR) Should Consider This, FirstDividend paying stocks like Putprop Limited ( JSE:PPR ) tend to be popular with investors, and for good reason - some...
分析記事 • Dec 01How Much Is Putprop Limited (JSE:PPR) Paying Its CEO?Bruno Carleo became the CEO of Putprop Limited (JSE:PPR) in 2011, and we think it's a good time to look at the...
お知らせ • Nov 06Putprop Limited Announces Appointments to Audit and Risk CommitteePutprop Limited approved the appointment of Hayden Hartley as a member and chairperson of the Putprop Audit and Risk Committee, appointment of Gerrit Van Heerden as a member of the Putprop Audit and Risk Committee and appointment of Rene Styber as a member of the Putprop Audit and Risk Committee at its AGM held on November 4, 2020.
お知らせ • Aug 30Putprop Limited to Report Fiscal Year 2020 Results on Sep 03, 2020Putprop Limited announced that they will report fiscal year 2020 results on Sep 03, 2020