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The Foschini Group LimitedJSE:TFG 株式レポート

時価総額 R19.5b
株価
n/a
1Y-53.2%
7D-0.8%
1D0%
ポートフォリオ価値
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The Foschini Group Limited

JSE:TFG 株式レポート

時価総額:R19.5b

Foschini Group(TFG)株式概要

フォスキーニ・グループ・リミテッドは、その子会社とともに南アフリカ国内および海外で小売店を運営している。 詳細

TFG ファンダメンタル分析
スノーフレーク・スコア
評価0/6
将来の成長3/6
過去の実績1/6
財務の健全性4/6
配当金3/6

TFG Community Fair Values

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The Foschini Group Limited 競合他社

価格と性能

株価の高値、安値、推移の概要Foschini Group
過去の株価
現在の株価R61.97
52週高値R137.00
52週安値R52.38
ベータ0.34
1ヶ月の変化7.08%
3ヶ月変化-8.91%
1年変化-53.23%
3年間の変化-33.86%
5年間の変化-61.12%
IPOからの変化5,980.27%

最新ニュース

ナラティブの更新 Jun 29

TFG: Dividend Guidance And Compressed P/E Will Support Future Upside Potential

Analysts have reduced their ZAR fair value estimate for Foschini Group from about ZAR168 to about ZAR97, citing updated assumptions for revenue growth, profit margins and future P/E multiples as key drivers of the lower price target. What's in the News Foschini Group issued earnings guidance for the year ended 31 March 2026, indicating that earnings per share are expected to be in the range of 343.2 cents to 441.3 cents, with management signalling a decline of 65% to 55% compared with the prior period.

Recent updates

ナラティブの更新 Jun 29

TFG: Dividend Guidance And Compressed P/E Will Support Future Upside Potential

Analysts have reduced their ZAR fair value estimate for Foschini Group from about ZAR168 to about ZAR97, citing updated assumptions for revenue growth, profit margins and future P/E multiples as key drivers of the lower price target. What's in the News Foschini Group issued earnings guidance for the year ended 31 March 2026, indicating that earnings per share are expected to be in the range of 343.2 cents to 441.3 cents, with management signalling a decline of 65% to 55% compared with the prior period.
ナラティブの更新 Jun 15

TFG: Dividend And Earnings Reset Will Still Support Future Upside Potential

Analysts have trimmed their ZAR price target for Foschini Group by ZAR4.00 to ZAR77.46. This reflects updated views on slightly softer revenue growth, a marginally lower profit margin profile and a reduced forward P/E assumption.
分析記事 Jun 12

There May Be Some Bright Spots In Foschini Group's (JSE:TFG) Earnings

The Foschini Group Limited's ( JSE:TFG ) recent soft profit numbers didn't appear to worry shareholders, as the stock...
ナラティブの更新 Jun 01

TFG: Lower Earnings Guidance Will Still Support Future Upside Potential

Analysts have reset their ZAR price target for Foschini Group from ZAR94.55 to ZAR81.46, reflecting updated assumptions for discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Foschini Group issued earnings guidance for the financial year ending 31 March 2026, expecting earnings per share in a range of 343.2 cents to 441.3 cents.
ナラティブの更新 May 15

TFG: Softer Assumptions Will Still Support Future Upside Potential

Analysts have trimmed their price target for Foschini Group from ZAR100.93 to ZAR94.55, citing slightly softer assumptions for revenue growth, profit margins, discount rate and future P/E multiples in their updated models. Valuation Changes Fair Value: Trimmed from ZAR100.93 to ZAR94.55, reflecting a slightly more conservative overall valuation.
ナラティブの更新 Apr 27

TFG: EPS Guidance Reset And Higher Impairments Will Support Future Upside Potential

Analysts have trimmed Foschini Group's implied fair value from ZAR104.30 to about ZAR100.93, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples. What's in the News The Foschini Group issued earnings guidance for the year ending 31 March 2026, indicating that impairments might be up to ZAR750 million.
ナラティブの更新 Apr 11

TFG: Impairment-Driven EPS Reset Will Support Longer-Term Upside Potential

Analysts have trimmed their ZAR-based fair value estimate for Foschini Group from ZAR106.18 to about ZAR104.30, reflecting slightly adjusted assumptions around the discount rate, revenue growth, profit margin and future P/E. What's in the News Foschini Group issued earnings guidance for the year ending March 31, 2026, indicating that shareholders are advised that a reasonable degree of certainty exists that group EPS will be at least 20% lower than the prior period, at or below 784.5 cents compared with 980.6 cents for FY2025 (company guidance).
ナラティブの更新 Mar 28

TFG: Impairment-Driven EPS Reset Will Still Support Future Upside

Analysts now place Foschini Group's fair value at ZAR106.18 per share, compared with the previous ZAR108.86. This reflects updated assumptions for the discount rate, revenue growth, profit margin and future P/E.
ナラティブの更新 Mar 13

TFG: Impairment-Driven Earnings Reset Will Still Support Future Upside

Analysts have maintained their ZAR price target for Foschini Group at approximately ZAR109 per share, citing only very small adjustments to inputs such as the discount rate, long term revenue growth, profit margin assumptions and the future P/E used in their valuation work. What's in the News Foschini Group issued earnings guidance for the year ending March 31, 2026, indicating that group earnings per share are expected to be at or below 784.5 cents compared with 980.6 cents in FY2025, with a reasonable degree of certainty that EPS will be at least 20% lower than the prior period (company guidance).
ナラティブの更新 Feb 26

TFG: Earnings Reset And Lower P/E Multiple Will Support Future Upside

The analyst price target for Foschini Group has shifted from ZAR116.21 to ZAR108.86, as analysts factor in updated fair value estimates, a slightly lower discount rate, modestly adjusted revenue growth expectations, a largely unchanged profit margin outlook, and a reduced assumed future P/E multiple. What's in the News Foschini Group issued earnings guidance for the year ending March 31, 2026, highlighting the impact of expected impairments of up to ZAR 750 million on results (Corporate Guidance).
ナラティブの更新 Feb 10

TFG: Hold Downgrade And Reset P/E Assumptions Will Support Future Upside

Analysts have trimmed their price expectations for Foschini Group, cutting the target to ZAR 93. They are now more cautious on the shares, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples.
ナラティブの更新 Jan 26

TFG: Hold Downgrade And Lower P/E Assumptions Will Support Future Rebound

Narrative Update Analysts have trimmed their fair value estimate for Foschini Group from ZAR 119.99 to about ZAR 116.21, reflecting a slightly higher discount rate and a lower assumed future P/E multiple, in line with a recent downgrade to Hold and a ZAR 93 price target from the Street. Analyst Commentary The recent downgrade to Hold and the ZAR 93 price target point to a more balanced view on Foschini Group, with analysts weighing both potential upside and key execution risks.
ナラティブの更新 Jan 12

TFG: Hold Downgrade And Guidance Reset Will Support Future Recovery

Analysts now see limited upside for Foschini Group, with the latest research pointing to a ZAR 93 price target and a Hold stance. This aligns with only very small tweaks to discount rate, revenue growth, profit margin and future P/E assumptions.
ナラティブの更新 Dec 17

TFG: Digital And Cost Discipline Will Support Future Recovery From Cautious Downgrade

Analysts lowered their price target on Foschini Group to ZAR 93.00 from a higher prior level, reflecting a more cautious stance on the stock in light of recent valuation and risk reassessments. Analyst Commentary Analysts signaled a more neutral stance on Foschini Group following the revision to a Hold rating, highlighting a balance of supportive fundamentals and emerging risks around execution and macro headwinds.
ナラティブの更新 Dec 03

TFG: Digital Focus Will Support Long-Term Stability Despite Higher Perceived Risk

Narrative Update on Foschini Group Analysts have reduced their price target on Foschini Group to ZAR 93, reflecting a more cautious stance on the shares as updated discount rate assumptions point to slightly higher perceived risk in the company’s future cash flows. Analyst Commentary Analysts are adopting a more balanced stance on Foschini Group, with the latest move being a downgrade to Hold alongside the ZAR 93 price target.
ナラティブの更新 Nov 19

TFG: Digital Transformation Will Drive Long-Term Stability Despite Margin Pressures

Foschini Group's analyst price target has been lowered from R136.30 to R119.99. Analysts cite slower revenue growth expectations and a slightly higher discount rate in their updated outlook.
ナラティブの更新 Nov 04

TFG: Earnings Per Share Are Expected To Rebound In The Coming Year

Analysts have lowered their price target for Foschini Group from R150.40 to R136.30. This change reflects recent adjustments in profit margin forecasts and revenue growth expectations.
ナラティブの更新 Oct 21

Analysts Lower Foschini Group Price Target as Valuation and Growth Forecasts Ease

Analysts have lowered their price target for Foschini Group from R159.78 to R150.40. This change reflects a slightly softer outlook on revenue growth and profit margin expectations.
User avatar
新しいナラティブ Dec 30

White Stuff Acquisition And Bash Platform Leverage Set Stage For Earnings Surge

Strategic investments and acquisitions are expected to increase market share, revenue, and profitability across multiple regions and product categories.
分析記事 Apr 13

The Foschini Group Limited's (JSE:TFG) Share Price Not Quite Adding Up

The Foschini Group Limited's ( JSE:TFG ) price-to-earnings (or "P/E") ratio of 11.1x might make it look like a sell...
分析記事 Mar 29

Should You Think About Buying The Foschini Group Limited (JSE:TFG) Now?

While The Foschini Group Limited ( JSE:TFG ) might not have the largest market cap around , it saw significant share...

株主還元

TFGZA Specialty RetailZA 市場
7D-0.8%3.7%1.3%
1Y-53.2%-20.7%12.8%

業界別リターン: TFG過去 1 年間で-20.7 % の収益を上げたZA Specialty Retail業界を下回りました。

リターン対市場: TFGは、過去 1 年間で12.8 % のリターンを上げたZA市場を下回りました。

価格変動

Is TFG's price volatile compared to industry and market?
TFG volatility
TFG Average Weekly Movement6.7%
Specialty Retail Industry Average Movement4.2%
Market Average Movement4.6%
10% most volatile stocks in ZA Market9.4%
10% least volatile stocks in ZA Market2.8%

安定した株価: TFG 、 ZA市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: TFGの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
1924n/aAnthony Thunströmwww.tfglimited.co.za

フォスキーニ・グループ・リミテッドは、その子会社とともに南アフリカおよび海外で小売店を経営している。同社はTFG Africa、TFG London、TFG Australiaの各セグメントを通じて事業を展開している。衣料品、宝飾品、化粧品、携帯電話、アクセサリーを扱う。また、スポーツ・アウトドア用品も提供している。さらに、ホームウェアや家具も提供している。Home、American Swiss、Homelivingspace、Archive、Bash、The Bed Store、Connor、Coricraft、Dial-a-Bed、Exact、Fabiani、The FIX、Foschini、Galaxy & Co.、Granny Goose、G-Star RAW、Hi、Hobbs、Jet、Jet Home、Johnny Bigg、Markham、Phase Eight、Relay Jeans、RFO、Rockwear、Sneaker Factory、Sportscene、Sterns、Tarocash、Totalsports、Volpes、Whistles、YDのブランド名で商品を提供している。また、オンラインでも商品を提供している。以前はFoschini Limitedとして知られていたが、2010年9月にThe Foschini Group Limitedに社名を変更した。フォスキーニ・グループ・リミテッドは1924年に設立され、本社は南アフリカのケープタウンにある。

The Foschini Group Limited 基礎のまとめ

Foschini Group の収益と売上を時価総額と比較するとどうか。
TFG 基礎統計学
時価総額R19.54b
収益(TTM)R1.32b
売上高(TTM)R62.42b
14.8x
PER(株価収益率
0.3x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
TFG 損益計算書(TTM)
収益R62.42b
売上原価R32.37b
売上総利益R30.06b
その他の費用R28.74b
収益R1.32b

直近の収益報告

Mar 31, 2026

次回決算日

Nov 06, 2026

一株当たり利益(EPS)4.17
グロス・マージン48.15%
純利益率2.11%
有利子負債/自己資本比率44.5%

TFG の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

4.4%
現在の配当利回り
66%
配当性向

TFG 配当は確実ですか?

TFG 配当履歴とベンチマークを見る
TFG 、いつまでに購入すれば配当金を受け取れますか?
Foschini Group 配当日
配当落ち日Jul 15 2026
配当支払日Jul 20 2026
配当落ちまでの日数8 days
配当支払日までの日数13 days

TFG 配当は確実ですか?

TFG 配当履歴とベンチマークを見る

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2026/07/06 19:29
終値2026/07/06 00:00
収益2026/03/31
年間収益2026/03/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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

The Foschini Group Limited 8 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。17

アナリスト機関
Darren CohnAbsa Bank Limited
Victor DimaArqaam Capital Research Offshore S.A.L.
Atiyyah VawdaAvior Capital Markets