View Financial HealthRex Trueform Group 配当と自社株買い配当金 基準チェック /06Rex Trueform Group現在配当金を支払っていません。主要情報0%配当利回りn/aバイバック利回り総株主利回りn/a将来の配当利回りn/a配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向0%最近の配当と自社株買いの更新更新なしすべての更新を表示Recent updatesRecent Insider Transactions • Jun 03CEO & Director recently bought R332k worth of stockOn the 29th of May, Marcel Jonathan Golding bought around 25k shares on-market at roughly R13.50 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R2.6m. Marcel Jonathan has been a buyer over the last 12 months, purchasing a net total of R27m worth in shares.Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to R9.90, the stock trades at a trailing P/E ratio of 71.2x. Average trailing P/E is 8x in the Specialty Retail industry in South Africa. Total loss to shareholders of 29% over the past three years.New Risk • Apr 02New 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 8.6% 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 Interest payments are not well covered by earnings (1.9x net interest cover). Minor Risks Share price has been volatile over the past 3 months (8.6% average weekly change). Market cap is less than US$100m (R238.4m market cap, or US$14.1m).お知らせ • Mar 25Rex Trueform Group Limited to Report First Half, 2026 Results on Mar 30, 2026Rex Trueform Group Limited announced that they will report first half, 2026 results on Mar 30, 2026Buy Or Sell Opportunity • Feb 10Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to R14.94. The fair value is estimated to be R12.39, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable.分析記事 • Nov 07We Think Rex Trueform Group Limited's (JSE:RTN) CEO Compensation Package Needs To Be Put Under A MicroscopeKey Insights Rex Trueform Group will host its Annual General Meeting on 13th of November Total pay for CEO Marcel...お知らせ • Oct 14Rex Trueform Group Limited, Annual General Meeting, Nov 13, 2025Rex Trueform Group Limited, Annual General Meeting, Nov 13, 2025.Reported Earnings • Sep 26Full year 2025 earnings released: EPS: R127 (vs R0.039 loss in FY 2024)Full year 2025 results: EPS: R127 (up from R0.039 loss in FY 2024). Revenue: R681.5m (down 3.1% from FY 2024). Net income: R27.7m (up R28.6m from FY 2024). Profit margin: 4.1% (up from net loss in FY 2024). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 152% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Sep 23Rex Trueform Group Limited to Report Q4, 2025 Results on Sep 25, 2025Rex Trueform Group Limited announced that they will report Q4, 2025 results on Sep 25, 2025お知らせ • Aug 27Rex Trueform Group Limited (JSE:RTN) entered into a sale of shares agreement to acquire an additional 21% stake in Byte Orbit Proprietary Limited from Amit Ramdath for ZAR 21 million.Rex Trueform Group Limited (JSE:RTN) entered into a sale of shares agreement to acquire an additional 21% stake in Byte Orbit Proprietary Limited from Amit Ramdath for ZAR 21 million on August 26, 2025. Upon completion, Rex Trueform will increase its stake in Byte Orbit Proprietary Limited from 30.02% to 51.02%. In terms of the Sale Agreement, Rex Trueform will acquire a further 21% equity interest in Byte Orbit by acquiring 2,047 Byte Orbit ordinary shares for a purchase consideration of ZAR 21 million which consideration will be satisfied through the issue of 1,694,915 new Rex Trueform “N” ordinary shares at an issue price of ZAR 12.39 per share. The sale sgreement contains warranties that are normal for a transaction of this nature. For the period ending June 30, 2025, Byte Orbit Proprietary Limited reported total common equity of ZAR 33.5 million. All conditions precedent to the transaction have been fulfilled. The effective date of the transaction is September 1, 2025.New Risk • Mar 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 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: Major Risk Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risks Share price has been volatile over the past 3 months (8.1% average weekly change). Market cap is less than US$100m (R230.3m market cap, or US$12.7m).分析記事 • Jan 17Market Cool On Rex Trueform Group Limited's (JSE:RTN) RevenuesWith a median price-to-sales (or "P/S") ratio of close to 0.8x in the Specialty Retail industry in South Africa, you...お知らせ • Oct 08Rex Trueform Group Limited, Annual General Meeting, Nov 12, 2024Rex Trueform Group Limited, Annual General Meeting, Nov 12, 2024.Reported Earnings • Sep 29Full year 2024 earnings released: R0.039 loss per share (vs R3.95 profit in FY 2023)Full year 2024 results: R0.039 loss per share (down from R3.95 profit in FY 2023). Revenue: R703.5m (down 2.2% from FY 2023). Net loss: R835.0k (down 101% from profit in FY 2023). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • Sep 27Rex Trueform Group Limited to Report Fiscal Year 2024 Results on Sep 27, 2024Rex Trueform Group Limited announced that they will report fiscal year 2024 results on Sep 27, 2024お知らせ • Jul 11Rex Trueform Group Limited (JSE:RTN) entered into a sale agreement to acquire an additional minority stake in Telemedia (PTY) Ltd. from Stephen Mark Bretherick.Rex Trueform Group Limited (JSE:RTN) entered into a sale agreement to acquire an additional minority stake in Telemedia (PTY) Ltd. from Stephen Mark Bretherick on July 10, 2024. The board of directors of Rex Trueform is pleased to announce the conclusion of seven separate sale agreements, in terms of which Rex Trueform will increase its stake in Telemedia Proprietary Limited (“Telemedia”) to 88.71% (the “Transaction”) by acquiring a further 25% interest from the minority shareholders of Telemedia (excluding African and Overseas Enterprises Limited (“AOE”)), being Stephen Mark Bretherick, Ryan David Bretherick, Andrew Victor Louis, Divesh Debidayal Maharaj, Humbulani Beverly Silwalivhathu, Quentin Grant Barkhuizen and John-Paul Meeser (the “vendors”). The aggregate purchase consideration payable to the vendors is an amount of ZAR 14.1 million in cash. Each sale agreement is subject to the fulfilment or waiver of the condition that the remaining vendors of Telemedia waive any pre-emptive rights that they might have to their respective interest in Telemedia.分析記事 • Jun 19Benign Growth For Rex Trueform Group Limited (JSE:RTN) Underpins Stock's 28% PlummetRex Trueform Group Limited ( JSE:RTN ) shareholders won't be pleased to see that the share price has had a very rough...New Risk • Jun 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 7.9% 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 Risk Interest payments are not well covered by earnings (2.5x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.9% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (7.0% net profit margin). Market cap is less than US$100m (R249.1m market cap, or US$13.4m).Valuation Update With 7 Day Price Move • Jun 11Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to R11.48, the stock trades at a trailing P/E ratio of 5x. Average trailing P/E is 7x in the Specialty Retail industry in South Africa. Total returns to shareholders of 4.5% over the past three years.分析記事 • Apr 03Rex Trueform Group's (JSE:RTN) Shareholders Have More To Worry About Than Only Soft EarningsRex Trueform Group Limited's ( JSE:RTN ) recent weak earnings report didn't cause a big stock movement. We think that...New Risk • Mar 29New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.1x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.1x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (7.0% net profit margin). Market cap is less than US$100m (R280.6m market cap, or US$14.8m).お知らせ • Mar 28Rex Trueform Group Limited Announces Management ChangesRex Trueform Group Limited announced that Ms Luntu Sebatane has resigned from the board of directors with effect from 28 March 2024. The board thanks Luntu for her invaluable contribution to the board and the board sub-committees on which she served, including the audit committee, the remuneration committee and the nomination committee. The board welcomed Ms Bulelwa Ntshingwa as an independent non-executive director with effect from 1 April 2024. Bulelwa holds a Bachelor of Commerce (Accounting) degree from the University of Cape Town, as well a postgraduate diploma in Development Finance from Stellenbosch University. She is an investment professional who has held various positions over time with RMB Asset Management, the Eskom Pension Fund, Old Mutual Investment Group, Inspired Evolution Investment Management, Stem Power International, PAPE Fund Managers and Mergence Investment Managers. Bulelwa is currently the founder and managing director of Stem WP, a black woman-owned and led advisory and investment firm active in sub-Saharan Africa, with a focus on renewable energy and battery storage. Bulelwa will, in addition, serve on the audit committee, the nomination committee and the remuneration committee of the company.お知らせ • Mar 15Rex Trueform Group Limited to Report First Half, 2024 Results on Mar 18, 2024Rex Trueform Group Limited announced that they will report first half, 2024 results on Mar 18, 2024分析記事 • Feb 20There Is A Reason Rex Trueform Group Limited's (JSE:RTN) Price Is UndemandingWhen close to half the companies in South Africa have price-to-earnings ratios (or "P/E's") above 10x, you may consider...お知らせ • Dec 06Rex Trueform Group Limited Announces Appointment of Ms Anita Gihwala as Company Secretary with Effect from 7 August 2023Rex Trueform Group Limited announced that shareholders are referred to the SENS announcement released by Rex Trueform on 13 March 2023, in terms of which shareholders were advised of the resignation of the Ms Ardilah Mohamed-Mushabe as the company secretary of Rex Trueform with effect from 31 May 2023. Shareholders were further advised that the process of identifying Ardilah's successor had commenced and that they would be advised of the appointment in due course. The company announced that Ms Anita Gihwala (BComm, LLB, MBA) has been appointed as Rex Trueform's new company secretary with effect from 7 August 2023. Anita, who is an admitted attorney, has extensive experience in the banking, financial services, regulatory and private equity industries.New Risk • Nov 13New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% 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: Minor Risks High level of debt (54% net debt to equity). Large one-off items impacting financial results. Market cap is less than US$100m (R310.9m market cap, or US$16.6m).お知らせ • Nov 04+ 1 more updateRex Trueform Group Limited, Annual General Meeting, Dec 11, 2023Rex Trueform Group Limited, Annual General Meeting, Dec 11, 2023, at 10:00 South Africa Standard Time. Agenda: To consider the Approval of annual financial statements; to consider the Election of audit committee members; to consider the Re-appointment of auditors; to consider the General authority to issue equity shares for cash; to consider the Re-election of directors; and to discuss other matters.New Risk • Oct 13New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 54% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (54% net debt to equity). Market cap is less than US$100m (R310.7m market cap, or US$16.4m).お知らせ • Oct 12Rex Trueform Group Limited to Report Fiscal Year 2023 Results on Oct 13, 2023Rex Trueform Group Limited announced that they will report fiscal year 2023 results on Oct 13, 2023Reported Earnings • Apr 16First half 2023 earnings releasedFirst half 2023 results: Revenue: R386.3m (up 28% from 1H 2022). Net income: R58.4m (up 136% from 1H 2022). Profit margin: 15% (up from 8.3% in 1H 2022). The increase in margin was driven by higher revenue.分析記事 • Mar 24Should You Be Adding Rex Trueform Group (JSE:RTN) To Your Watchlist Today?For 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. 6 experienced directors. 1 highly experienced director. Executive Director Catherine Lloyd was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 05Full year 2022 earnings releasedFull year 2022 results: Revenue: R598.8m (up 29% from FY 2021). Net income: R53.8m (up 139% from FY 2021). Profit margin: 9.0% (up from 4.8% in FY 2021). The increase in margin was driven by higher revenue.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. 6 experienced directors. 1 highly experienced director. CEO & Executive Director Catherine Lloyd was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 01First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down R904.0k from profit in 1H 2021). Profit margin: (down from 0.4% in 1H 2021). The decrease in margin was driven by lower expenses.Valuation Update With 7 Day Price Move • Mar 29Investor sentiment improved over the past weekAfter last week's 24% share price gain to R13.50, the stock trades at a trailing P/E ratio of 12.4x. Average trailing P/E is 10x in the Specialty Retail industry in South Africa. Total loss to shareholders of 33% over the past three years.Valuation Update With 7 Day Price Move • Jan 14Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to R10.03, the stock trades at a trailing P/E ratio of 9.2x. Average trailing P/E is 11x in the Specialty Retail industry in South Africa. Total loss to shareholders of 50% over the past three years.Recent Insider Transactions • Dec 30Non-Executive Chairman recently bought R125k worth of stockOn the 21st of December, Marcell Jonathan Golding bought around 12k shares on-market at roughly R10.50 per share. In the last 3 months, they made an even bigger purchase worth R10m. Marcell Jonathan has been a buyer over the last 12 months, purchasing a net total of R11m worth in shares.Valuation Update With 7 Day Price Move • Dec 17Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to R9.50, the stock trades at a trailing P/E ratio of 8.8x. Average trailing P/E is 10x in the Specialty Retail industry in South Africa. Total loss to shareholders of 53% over the past three years.分析記事 • Nov 22Rex Trueform Group (JSE:RTN) Has A Somewhat Strained Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improved over the past weekAfter last week's 20% share price gain to R11.00, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 9x in the Specialty Retail industry in South Africa. Total loss to shareholders of 45% over the past three years.Recent Insider Transactions • Oct 29Financial Director & Executive Director recently bought R99k worth of stockOn the 22nd of October, Damien Franklin bought around 11k shares on-market at roughly R8.82 per share. This was the largest purchase by an insider in the last 3 months. This was Damien's only on-market trade for the last 12 months.Valuation Update With 7 Day Price Move • Oct 11Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to R9.53, the stock trades at a trailing P/E ratio of 8.8x. Average trailing P/E is 10x in the Specialty Retail industry in South Africa. Total loss to shareholders of 52% over the past three years.Reported Earnings • Oct 10Full year 2021 earnings released: EPS R1.08 (vs R3.50 loss in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: R465.0m (down 18% from FY 2020). Net income: R22.5m (up R95.2m from FY 2020). Profit margin: 4.8% (up from net loss in FY 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 53 percentage points per year, which is a significant difference in performance.分析記事 • Oct 01Estimating The Intrinsic Value Of Rex Trueform Group Limited (JSE:RTN)In this article we are going to estimate the intrinsic value of Rex Trueform Group Limited ( JSE:RTN ) by taking the...Reported Earnings • Mar 30First half 2021 earnings released: EPS R0.043 (vs R0.86 in 1H 2020)The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: R227.0m (down 39% from 1H 2020). Net income: R904.0k (down 95% from 1H 2020). Profit margin: 0.4% (down from 4.8% in 1H 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.分析記事 • Mar 29Is Rex Trueform Group (JSE:RTN) Weighed On By Its Debt Load?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Is New 90 Day High Low • Feb 23New 90-day low: R13.60The company is down 17% from its price of R16.31 on 25 November 2020. The South African market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 14% over the same period.Is New 90 Day High Low • Feb 05New 90-day low: R15.00The company is down 8.0% from its price of R16.31 on 06 November 2020. The South African market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 19% over the same period.Reported Earnings • Nov 01Full year earnings releasedOver the last 12 months the company has reported total losses of R74.2m, with earnings decreasing by R116.6m from the prior year. Total revenue was R578.7m over the last 12 months, down 15% from the prior year.決済の安定と成長配当データの取得安定した配当: RTNの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: RTNの配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場Rex Trueform Group 配当利回り対市場RTN 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (RTN)0%市場下位25% (ZA)3.1%市場トップ25% (ZA)7.7%業界平均 (Specialty Retail)5.2%アナリスト予想 (RTN) (最長3年)n/a注目すべき配当: RTNは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。高配当: RTNは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。株主への利益配当収益カバレッジ: RTN ZA市場において目立った配当金を支払っていません。株主配当金キャッシュフローカバレッジ: RTNが配当金を報告していないため、配当金の持続可能性を計算できません。高配当企業の発掘7D1Y7D1Y7D1YZA 市場の強力な配当支払い企業。View Management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2026/06/07 04:53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Rex Trueform Group 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
Recent Insider Transactions • Jun 03CEO & Director recently bought R332k worth of stockOn the 29th of May, Marcel Jonathan Golding bought around 25k shares on-market at roughly R13.50 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R2.6m. Marcel Jonathan has been a buyer over the last 12 months, purchasing a net total of R27m worth in shares.
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to R9.90, the stock trades at a trailing P/E ratio of 71.2x. Average trailing P/E is 8x in the Specialty Retail industry in South Africa. Total loss to shareholders of 29% over the past three years.
New Risk • Apr 02New 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 8.6% 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 Interest payments are not well covered by earnings (1.9x net interest cover). Minor Risks Share price has been volatile over the past 3 months (8.6% average weekly change). Market cap is less than US$100m (R238.4m market cap, or US$14.1m).
お知らせ • Mar 25Rex Trueform Group Limited to Report First Half, 2026 Results on Mar 30, 2026Rex Trueform Group Limited announced that they will report first half, 2026 results on Mar 30, 2026
Buy Or Sell Opportunity • Feb 10Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to R14.94. The fair value is estimated to be R12.39, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable.
分析記事 • Nov 07We Think Rex Trueform Group Limited's (JSE:RTN) CEO Compensation Package Needs To Be Put Under A MicroscopeKey Insights Rex Trueform Group will host its Annual General Meeting on 13th of November Total pay for CEO Marcel...
お知らせ • Oct 14Rex Trueform Group Limited, Annual General Meeting, Nov 13, 2025Rex Trueform Group Limited, Annual General Meeting, Nov 13, 2025.
Reported Earnings • Sep 26Full year 2025 earnings released: EPS: R127 (vs R0.039 loss in FY 2024)Full year 2025 results: EPS: R127 (up from R0.039 loss in FY 2024). Revenue: R681.5m (down 3.1% from FY 2024). Net income: R27.7m (up R28.6m from FY 2024). Profit margin: 4.1% (up from net loss in FY 2024). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 152% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Sep 23Rex Trueform Group Limited to Report Q4, 2025 Results on Sep 25, 2025Rex Trueform Group Limited announced that they will report Q4, 2025 results on Sep 25, 2025
お知らせ • Aug 27Rex Trueform Group Limited (JSE:RTN) entered into a sale of shares agreement to acquire an additional 21% stake in Byte Orbit Proprietary Limited from Amit Ramdath for ZAR 21 million.Rex Trueform Group Limited (JSE:RTN) entered into a sale of shares agreement to acquire an additional 21% stake in Byte Orbit Proprietary Limited from Amit Ramdath for ZAR 21 million on August 26, 2025. Upon completion, Rex Trueform will increase its stake in Byte Orbit Proprietary Limited from 30.02% to 51.02%. In terms of the Sale Agreement, Rex Trueform will acquire a further 21% equity interest in Byte Orbit by acquiring 2,047 Byte Orbit ordinary shares for a purchase consideration of ZAR 21 million which consideration will be satisfied through the issue of 1,694,915 new Rex Trueform “N” ordinary shares at an issue price of ZAR 12.39 per share. The sale sgreement contains warranties that are normal for a transaction of this nature. For the period ending June 30, 2025, Byte Orbit Proprietary Limited reported total common equity of ZAR 33.5 million. All conditions precedent to the transaction have been fulfilled. The effective date of the transaction is September 1, 2025.
New Risk • Mar 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 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: Major Risk Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risks Share price has been volatile over the past 3 months (8.1% average weekly change). Market cap is less than US$100m (R230.3m market cap, or US$12.7m).
分析記事 • Jan 17Market Cool On Rex Trueform Group Limited's (JSE:RTN) RevenuesWith a median price-to-sales (or "P/S") ratio of close to 0.8x in the Specialty Retail industry in South Africa, you...
お知らせ • Oct 08Rex Trueform Group Limited, Annual General Meeting, Nov 12, 2024Rex Trueform Group Limited, Annual General Meeting, Nov 12, 2024.
Reported Earnings • Sep 29Full year 2024 earnings released: R0.039 loss per share (vs R3.95 profit in FY 2023)Full year 2024 results: R0.039 loss per share (down from R3.95 profit in FY 2023). Revenue: R703.5m (down 2.2% from FY 2023). Net loss: R835.0k (down 101% from profit in FY 2023). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • Sep 27Rex Trueform Group Limited to Report Fiscal Year 2024 Results on Sep 27, 2024Rex Trueform Group Limited announced that they will report fiscal year 2024 results on Sep 27, 2024
お知らせ • Jul 11Rex Trueform Group Limited (JSE:RTN) entered into a sale agreement to acquire an additional minority stake in Telemedia (PTY) Ltd. from Stephen Mark Bretherick.Rex Trueform Group Limited (JSE:RTN) entered into a sale agreement to acquire an additional minority stake in Telemedia (PTY) Ltd. from Stephen Mark Bretherick on July 10, 2024. The board of directors of Rex Trueform is pleased to announce the conclusion of seven separate sale agreements, in terms of which Rex Trueform will increase its stake in Telemedia Proprietary Limited (“Telemedia”) to 88.71% (the “Transaction”) by acquiring a further 25% interest from the minority shareholders of Telemedia (excluding African and Overseas Enterprises Limited (“AOE”)), being Stephen Mark Bretherick, Ryan David Bretherick, Andrew Victor Louis, Divesh Debidayal Maharaj, Humbulani Beverly Silwalivhathu, Quentin Grant Barkhuizen and John-Paul Meeser (the “vendors”). The aggregate purchase consideration payable to the vendors is an amount of ZAR 14.1 million in cash. Each sale agreement is subject to the fulfilment or waiver of the condition that the remaining vendors of Telemedia waive any pre-emptive rights that they might have to their respective interest in Telemedia.
分析記事 • Jun 19Benign Growth For Rex Trueform Group Limited (JSE:RTN) Underpins Stock's 28% PlummetRex Trueform Group Limited ( JSE:RTN ) shareholders won't be pleased to see that the share price has had a very rough...
New Risk • Jun 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 7.9% 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 Risk Interest payments are not well covered by earnings (2.5x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.9% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (7.0% net profit margin). Market cap is less than US$100m (R249.1m market cap, or US$13.4m).
Valuation Update With 7 Day Price Move • Jun 11Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to R11.48, the stock trades at a trailing P/E ratio of 5x. Average trailing P/E is 7x in the Specialty Retail industry in South Africa. Total returns to shareholders of 4.5% over the past three years.
分析記事 • Apr 03Rex Trueform Group's (JSE:RTN) Shareholders Have More To Worry About Than Only Soft EarningsRex Trueform Group Limited's ( JSE:RTN ) recent weak earnings report didn't cause a big stock movement. We think that...
New Risk • Mar 29New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.1x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.1x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (7.0% net profit margin). Market cap is less than US$100m (R280.6m market cap, or US$14.8m).
お知らせ • Mar 28Rex Trueform Group Limited Announces Management ChangesRex Trueform Group Limited announced that Ms Luntu Sebatane has resigned from the board of directors with effect from 28 March 2024. The board thanks Luntu for her invaluable contribution to the board and the board sub-committees on which she served, including the audit committee, the remuneration committee and the nomination committee. The board welcomed Ms Bulelwa Ntshingwa as an independent non-executive director with effect from 1 April 2024. Bulelwa holds a Bachelor of Commerce (Accounting) degree from the University of Cape Town, as well a postgraduate diploma in Development Finance from Stellenbosch University. She is an investment professional who has held various positions over time with RMB Asset Management, the Eskom Pension Fund, Old Mutual Investment Group, Inspired Evolution Investment Management, Stem Power International, PAPE Fund Managers and Mergence Investment Managers. Bulelwa is currently the founder and managing director of Stem WP, a black woman-owned and led advisory and investment firm active in sub-Saharan Africa, with a focus on renewable energy and battery storage. Bulelwa will, in addition, serve on the audit committee, the nomination committee and the remuneration committee of the company.
お知らせ • Mar 15Rex Trueform Group Limited to Report First Half, 2024 Results on Mar 18, 2024Rex Trueform Group Limited announced that they will report first half, 2024 results on Mar 18, 2024
分析記事 • Feb 20There Is A Reason Rex Trueform Group Limited's (JSE:RTN) Price Is UndemandingWhen close to half the companies in South Africa have price-to-earnings ratios (or "P/E's") above 10x, you may consider...
お知らせ • Dec 06Rex Trueform Group Limited Announces Appointment of Ms Anita Gihwala as Company Secretary with Effect from 7 August 2023Rex Trueform Group Limited announced that shareholders are referred to the SENS announcement released by Rex Trueform on 13 March 2023, in terms of which shareholders were advised of the resignation of the Ms Ardilah Mohamed-Mushabe as the company secretary of Rex Trueform with effect from 31 May 2023. Shareholders were further advised that the process of identifying Ardilah's successor had commenced and that they would be advised of the appointment in due course. The company announced that Ms Anita Gihwala (BComm, LLB, MBA) has been appointed as Rex Trueform's new company secretary with effect from 7 August 2023. Anita, who is an admitted attorney, has extensive experience in the banking, financial services, regulatory and private equity industries.
New Risk • Nov 13New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 28% 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: Minor Risks High level of debt (54% net debt to equity). Large one-off items impacting financial results. Market cap is less than US$100m (R310.9m market cap, or US$16.6m).
お知らせ • Nov 04+ 1 more updateRex Trueform Group Limited, Annual General Meeting, Dec 11, 2023Rex Trueform Group Limited, Annual General Meeting, Dec 11, 2023, at 10:00 South Africa Standard Time. Agenda: To consider the Approval of annual financial statements; to consider the Election of audit committee members; to consider the Re-appointment of auditors; to consider the General authority to issue equity shares for cash; to consider the Re-election of directors; and to discuss other matters.
New Risk • Oct 13New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 54% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (54% net debt to equity). Market cap is less than US$100m (R310.7m market cap, or US$16.4m).
お知らせ • Oct 12Rex Trueform Group Limited to Report Fiscal Year 2023 Results on Oct 13, 2023Rex Trueform Group Limited announced that they will report fiscal year 2023 results on Oct 13, 2023
Reported Earnings • Apr 16First half 2023 earnings releasedFirst half 2023 results: Revenue: R386.3m (up 28% from 1H 2022). Net income: R58.4m (up 136% from 1H 2022). Profit margin: 15% (up from 8.3% in 1H 2022). The increase in margin was driven by higher revenue.
分析記事 • Mar 24Should You Be Adding Rex Trueform Group (JSE:RTN) To Your Watchlist Today?For 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. 6 experienced directors. 1 highly experienced director. Executive Director Catherine Lloyd was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 05Full year 2022 earnings releasedFull year 2022 results: Revenue: R598.8m (up 29% from FY 2021). Net income: R53.8m (up 139% from FY 2021). Profit margin: 9.0% (up from 4.8% in FY 2021). The increase in margin was driven by higher revenue.
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. 6 experienced directors. 1 highly experienced director. CEO & Executive Director Catherine Lloyd was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 01First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down R904.0k from profit in 1H 2021). Profit margin: (down from 0.4% in 1H 2021). The decrease in margin was driven by lower expenses.
Valuation Update With 7 Day Price Move • Mar 29Investor sentiment improved over the past weekAfter last week's 24% share price gain to R13.50, the stock trades at a trailing P/E ratio of 12.4x. Average trailing P/E is 10x in the Specialty Retail industry in South Africa. Total loss to shareholders of 33% over the past three years.
Valuation Update With 7 Day Price Move • Jan 14Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to R10.03, the stock trades at a trailing P/E ratio of 9.2x. Average trailing P/E is 11x in the Specialty Retail industry in South Africa. Total loss to shareholders of 50% over the past three years.
Recent Insider Transactions • Dec 30Non-Executive Chairman recently bought R125k worth of stockOn the 21st of December, Marcell Jonathan Golding bought around 12k shares on-market at roughly R10.50 per share. In the last 3 months, they made an even bigger purchase worth R10m. Marcell Jonathan has been a buyer over the last 12 months, purchasing a net total of R11m worth in shares.
Valuation Update With 7 Day Price Move • Dec 17Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to R9.50, the stock trades at a trailing P/E ratio of 8.8x. Average trailing P/E is 10x in the Specialty Retail industry in South Africa. Total loss to shareholders of 53% over the past three years.
分析記事 • Nov 22Rex Trueform Group (JSE:RTN) Has A Somewhat Strained Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improved over the past weekAfter last week's 20% share price gain to R11.00, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 9x in the Specialty Retail industry in South Africa. Total loss to shareholders of 45% over the past three years.
Recent Insider Transactions • Oct 29Financial Director & Executive Director recently bought R99k worth of stockOn the 22nd of October, Damien Franklin bought around 11k shares on-market at roughly R8.82 per share. This was the largest purchase by an insider in the last 3 months. This was Damien's only on-market trade for the last 12 months.
Valuation Update With 7 Day Price Move • Oct 11Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to R9.53, the stock trades at a trailing P/E ratio of 8.8x. Average trailing P/E is 10x in the Specialty Retail industry in South Africa. Total loss to shareholders of 52% over the past three years.
Reported Earnings • Oct 10Full year 2021 earnings released: EPS R1.08 (vs R3.50 loss in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: R465.0m (down 18% from FY 2020). Net income: R22.5m (up R95.2m from FY 2020). Profit margin: 4.8% (up from net loss in FY 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 53 percentage points per year, which is a significant difference in performance.
分析記事 • Oct 01Estimating The Intrinsic Value Of Rex Trueform Group Limited (JSE:RTN)In this article we are going to estimate the intrinsic value of Rex Trueform Group Limited ( JSE:RTN ) by taking the...
Reported Earnings • Mar 30First half 2021 earnings released: EPS R0.043 (vs R0.86 in 1H 2020)The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: R227.0m (down 39% from 1H 2020). Net income: R904.0k (down 95% from 1H 2020). Profit margin: 0.4% (down from 4.8% in 1H 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.
分析記事 • Mar 29Is Rex Trueform Group (JSE:RTN) Weighed On By Its Debt Load?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Is New 90 Day High Low • Feb 23New 90-day low: R13.60The company is down 17% from its price of R16.31 on 25 November 2020. The South African market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 14% over the same period.
Is New 90 Day High Low • Feb 05New 90-day low: R15.00The company is down 8.0% from its price of R16.31 on 06 November 2020. The South African market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 19% over the same period.
Reported Earnings • Nov 01Full year earnings releasedOver the last 12 months the company has reported total losses of R74.2m, with earnings decreasing by R116.6m from the prior year. Total revenue was R578.7m over the last 12 months, down 15% from the prior year.