View Financial HealthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsPowerFleet 配当と自社株買い配当金 基準チェック /06PowerFleet配当を支払う会社であり、現在の利回りは1.58%です。主要情報1.6%配当利回り0.3%バイバック利回り総株主利回り1.8%将来の配当利回りn/a配当成長4.8%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96%最近の配当と自社株買いの更新お知らせ • Feb 02Mix Telematics Limited Declares Dividend for the Third Quarter of Fiscal Year 202, Payable on February 26, 2024MiX Telematics Limited advised that the board of directors have declared a dividend of 4.50000 South African cents, in respect of the third quarter of fiscal year 2024 which ended on December 31, 2023. Record date: February 23, 2024, Payment date: February 26, 2024.お知らせ • Feb 01MiX Telematics Limited Announces Dividend Payment, Payable on March 7, 2024MiX Telematics Limited announced dividend payment of 4.50000 South African cents (0.2 U.S. cents) per ordinary share and 1.12500 South African Rand (6 U.S. cents) per ADS was paid on December 14, 2023 to ADS holders on record on December 1, 2023. A dividend of 4.50000 South African cents per ordinary share and 1.12500 South African Rand per ADS will be paid on March 7, 2024 to ADS holders on record as of the close of business on February 23, 2023.お知らせ • Aug 03MiX Telematics Limited Declares Dividend for the First Quarter of Fiscal Year Ended June 30, 2023, Payable on August 28, 2023The board of directors of MiX Telematics Limited have declared a dividend of 4.50000 South African cents, in respect of the first quarter of fiscal year 2024 which ended on June 30, 2023. Securities trade ex-dividend is on August 23, 2023 with Record date is on August 25, 2023 and Payment date is on August 28, 2023.Upcoming Dividend • Jun 06Upcoming dividend of R0.045 per share at 3.0% yieldEligible shareholders must have bought the stock before 13 June 2023. Payment date: 19 June 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.0%. Lower than top quartile of South African dividend payers (9.5%). Lower than average of industry peers (3.6%).お知らせ • May 26MiX Telematics Limited Announces Dividend, Payable on June 29, 2023MiX Telematics Limited announced that a dividend of 4.50000 South African cents per ordinary share and SAR 1.12500 per ADS will be paid on June 29, 2023 to ADS holders on record as of the close of business on June 16, 2023. Ex dividend on New York Stock Exchange is June 15, 2023.Upcoming Dividend • Feb 08Upcoming dividend of R0.04 per share at 2.7% yieldEligible shareholders must have bought the stock before 15 February 2023. Payment date: 20 February 2023. Payout ratio is on the higher end at 98% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of South African dividend payers (8.9%). Lower than average of industry peers (3.2%).すべての更新を表示Recent updatesお知らせ • Apr 06Mix Telematics Files Form 15MiX Telematics Limited has announced that it has filed a Form 15 with the Securities and Exchange Commission to voluntarily deregister its American Depositary Shares (“ADSs”), each representing 25 ordinary shares having no par value and ordinary shares having no par value under the Securities Exchange Act of 1934, as amended.お知らせ • Feb 02Mix Telematics Limited Declares Dividend for the Third Quarter of Fiscal Year 202, Payable on February 26, 2024MiX Telematics Limited advised that the board of directors have declared a dividend of 4.50000 South African cents, in respect of the third quarter of fiscal year 2024 which ended on December 31, 2023. Record date: February 23, 2024, Payment date: February 26, 2024.お知らせ • Feb 01MiX Telematics Limited Announces Dividend Payment, Payable on March 7, 2024MiX Telematics Limited announced dividend payment of 4.50000 South African cents (0.2 U.S. cents) per ordinary share and 1.12500 South African Rand (6 U.S. cents) per ADS was paid on December 14, 2023 to ADS holders on record on December 1, 2023. A dividend of 4.50000 South African cents per ordinary share and 1.12500 South African Rand per ADS will be paid on March 7, 2024 to ADS holders on record as of the close of business on February 23, 2023.お知らせ • Jan 19MiX Telematics Limited to Report Q3, 2024 Results on Feb 01, 2024MiX Telematics Limited announced that they will report Q3, 2024 results Pre-Market on Feb 01, 2024お知らせ • Nov 08MiX Telematics Limited Provides Earnings Guidance for the Six Months Ended September 30, 2023MiX Telematics Limited provided earnings guidance for the six months ended September 30, 2023. The company expects basic earnings per share ("EPS") and basic headline earnings per share ("HEPS") for the six months ended September 30, 2023 to be 7.0 cents per share compared to the EPS loss and HEPS loss of 0.4 cents per share and 0.5 cents respectively for the six months ended September 30, 2022.お知らせ • Oct 27MiX Telematics Limited to Report Q2, 2024 Results on Nov 08, 2023MiX Telematics Limited announced that they will report Q2, 2024 results on Nov 08, 2023お知らせ • Oct 12MiX Telematics Limited (JSE:MIX) entered into a definitive agreement to acquire PowerFleet, Inc. (NasdaqGM:PWFL) for $18.7 million in a reverse merger transaction.MiX Telematics Limited (JSE:MIX) entered into a definitive agreement to acquire PowerFleet, Inc. (NasdaqGM:PWFL) for $18.7 million in a reverse merger transaction on October 10, 2023. Pursuant to the agreement, PowerFleet will acquire all of MiX’s issued ordinary share in exchange for 0.12762 newly issued shares of PowerFleet common stock per share and in the case of holders of MiX American Depositary Shares (“MiX ADSs”), 3.19056 shares of PowerFleet Common Stock for each MiX ADS. MiX shareholders will own approximately 65.5% and current PowerFleet shareholders will own approximately 34.5% of the combined entity immediately following the closing of the transaction. Upon close, the combined business will be branded as PowerFleet, with its primary listing on Nasdaq. In case of termination of the transaction under certain specified circumstances, each party would be required to pay the other party a termination fee of $1.5 million or an amount equal to 1% of the value of the transaction consideration shares. Following the transaction, Steve Towe will remain CEO of PowerFleet and David Wilson will remain CFO. Stefan Joselowitz, current CEO of MiX, will be retiring. A new board of directors of PowerFleet will be formed. Michael Brodsky will be Chairman. Steve Towe will be on the board. Ian Jacobs, MiX Telematics’ current Chairman, will be joining the board. MiX will appoint one additional board member and further board member appointments will be made by mutual consent. The closing of the transaction is subject to customary conditions, including effectiveness of a registration statement on Form S-4 relating to the Transactions, approval by the JSE, of a prospectus to be issued in South Africa relating to the Transactions, receipt of required regulatory approvals, including the issuance by the South African Takeover Regulation Panel of a compliance certificate in respect of the Scheme, approval of applicable competition authorities to implement the transaction, approval of the JSE with respect to the transaction and the delisting of MiX Ordinary Shares from the JSE, and approval of the South African Reserve Bank as required under South African Exchange Control Regulations in respect of the Scheme, receipt of approvals of applicable regulatory authorities for distribution of a scheme circular to MiX Telematics’ shareholders, approval for listing on Nasdaq and the JSE of the transaction consideration shares, shareholders exercising appraisal rights, court approval, the transaction should qualify as a “reorganization” within the meaning of Section 368(a) of the Code, and approval of PowerFleet and MiX shareholders. MiX and PowerFleet boards of directors approved the transaction. The transaction is expected to close in the first quarter of calendar year 2024. William Blair & Company L.L.C. is acting as financial advisor, and Michael R. Neidell and Honghui S. Yu of Olshan Frome Wolosky LLP and Webber Wentzel are acting as legal advisors to PowerFleet. Raymond James and Java Capital are acting as financial advisors to MiX, and Marjorie S. Adams and Sidney Burke of DLA Piper LLP (US) and Java Capital are acting as legal advisors to MiX Telematics. BDO Corporate Finance Proprietary Limited is fairness opinion provider to MiX.お知らせ • Oct 11MiX Telematics to Delist from the JSE After the Transaction with PowerFleetPowerFleet Inc. and MiX Telematics Limited have entered into a definitive agreement to form one of the largest mobile asset internet of things (IOT) software-as-a-service (SaaS) providers in the world. In a joint statement on October 10, 2023, the firms say this combination will form a scaled, global entity. The transaction is expected to close in the first quarter of calendar year 2024. Upon close, the combined business will be branded as Powerfleet, with its primary listing on Nasdaq. MiX will delist from the JSE after the transaction.Valuation Update With 7 Day Price Move • Oct 10Investor sentiment improves as stock rises 15%After last week's 15% share price gain to R5.19, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 29x in the Software industry globally. Negligible returns to shareholders over past three years. Simply Wall St's valuation model estimates the intrinsic value at R7.10 per share.お知らせ • Aug 03MiX Telematics Limited Declares Dividend for the First Quarter of Fiscal Year Ended June 30, 2023, Payable on August 28, 2023The board of directors of MiX Telematics Limited have declared a dividend of 4.50000 South African cents, in respect of the first quarter of fiscal year 2024 which ended on June 30, 2023. Securities trade ex-dividend is on August 23, 2023 with Record date is on August 25, 2023 and Payment date is on August 28, 2023.お知らせ • Jul 23MiX Telematics Limited to Report Q1, 2024 Results on Aug 02, 2023MiX Telematics Limited announced that they will report Q1, 2024 results on Aug 02, 2023お知らせ • Jun 15MiX Telematics Limited announced delayed annual 10-K filingOn 06/14/2023, MiX Telematics Limited announced that they will be unable to file their next 10-K by the deadline required by the SEC.Upcoming Dividend • Jun 06Upcoming dividend of R0.045 per share at 3.0% yieldEligible shareholders must have bought the stock before 13 June 2023. Payment date: 19 June 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.0%. Lower than top quartile of South African dividend payers (9.5%). Lower than average of industry peers (3.6%).Reported Earnings • May 26Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: US$0.008 (down from US$0.016 in FY 2022). Revenue: US$145.0m (up 1.2% from FY 2022). Net income: US$4.52m (down 50% from FY 2022). Profit margin: 3.1% (down from 6.2% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 3.3% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Global Software industry. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • May 26MiX Telematics Limited Announces Dividend, Payable on June 29, 2023MiX Telematics Limited announced that a dividend of 4.50000 South African cents per ordinary share and SAR 1.12500 per ADS will be paid on June 29, 2023 to ADS holders on record as of the close of business on June 16, 2023. Ex dividend on New York Stock Exchange is June 15, 2023.お知らせ • May 17MiX Telematics Limited to Report Q4, 2023 Results on May 25, 2023MiX Telematics Limited announced that they will report Q4, 2023 results on May 25, 2023Buying Opportunity • May 16Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.3%. The fair value is estimated to be R6.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 28%. Revenue is forecast to grow by 17% in 2 years. Earnings is forecast to grow by 196% in the next 2 years.Recent Insider Transactions Derivative • Mar 03COO & Executive Director exercised options to buy R2.9m worth of stock.On the 28th of February, Charles W. Tasker exercised options to buy 460k shares at a strike price of around R4.77, costing a total of R2.2m. This transaction amounted to 5.6% of their direct individual holding at the time of the trade. Since March 2022, Charles W.'s direct individual holding has increased from 7.77m shares to 8.17m. Company insiders have collectively bought R8.4m more than they sold, via options and on-market transactions, in the last 12 months.分析記事 • Mar 03Does MiX Telematics (JSE:MIX) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improves as stock rises 22%After last week's 22% share price gain to R7.00, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 33x in the Software industry globally. Total loss to shareholders of 6.1% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at R6.70 per share.Recent Insider Transactions Derivative • Feb 15Insider exercised options to buy R648k worth of stock.On the 7th of February, Gert Pretorius exercised options to buy 109k shares at a strike price of around R4.58, costing a total of R500k. This transaction amounted to 8.7% of their direct individual holding at the time of the trade. Since March 2022, Gert has owned 1.25m shares directly. Company insiders have collectively bought R43m more than they sold, via options and on-market transactions, in the last 12 months.Upcoming Dividend • Feb 08Upcoming dividend of R0.04 per share at 2.7% yieldEligible shareholders must have bought the stock before 15 February 2023. Payment date: 20 February 2023. Payout ratio is on the higher end at 98% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of South African dividend payers (8.9%). Lower than average of industry peers (3.2%).Valuation Update With 7 Day Price Move • Feb 02Investor sentiment improves as stock rises 22%After last week's 22% share price gain to R6.00, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 31x in the Software industry globally. Total loss to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at R6.28 per share.Reported Earnings • Jan 26Third quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2023 results: EPS: US$0.005 (up from US$0.001 in 3Q 2022). Revenue: US$37.8m (up 4.4% from 3Q 2022). Net income: US$2.79m (up 343% from 3Q 2022). Profit margin: 7.4% (up from 1.7% in 3Q 2022). The increase in margin was primarily driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 53%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Software industry. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.お知らせ • Jan 19MiX Telematics Limited to Report Q3, 2023 Results on Jan 26, 2023MiX Telematics Limited announced that they will report Q3, 2023 results on Jan 26, 2023Upcoming Dividend • Nov 09Upcoming dividend of R0.04 per shareEligible shareholders must have bought the stock before 16 November 2022. Payment date: 21 November 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 2.6%. Lower than top quartile of South African dividend payers (8.8%). Higher than average of industry peers (1.2%).分析記事 • Nov 03MiX Telematics' (JSE:MIX) Shareholders Have More To Worry About Than Only Soft EarningsThe market wasn't impressed with the soft earnings from MiX Telematics Limited ( JSE:MIX ) recently. We did some...Reported Earnings • Oct 28Second quarter 2023 earnings released: US$0.002 loss per share (vs US$0.002 profit in 2Q 2022)Second quarter 2023 results: US$0.002 loss per share (down from US$0.002 profit in 2Q 2022). Revenue: US$35.3m (down 2.3% from 2Q 2022). Net loss: US$1.21m (down 193% from profit in 2Q 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Global Software industry. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improved over the past weekAfter last week's 18% share price gain to R5.95, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 27x in the Software industry globally. Total loss to shareholders of 15% over the past three years.Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improved over the past weekAfter last week's 17% share price gain to R6.16, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 27x in the Software industry globally. Total loss to shareholders of 20% over the past three years.Valuation Update With 7 Day Price Move • Aug 29Investor sentiment improved over the past weekAfter last week's 17% share price gain to R5.40, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 27x in the Software industry globally. Total loss to shareholders of 28% over the past three years.Reported Earnings • Jul 28First quarter 2023 earnings released: EPS: US$0.001 (vs US$0.006 in 1Q 2022)First quarter 2023 results: EPS: US$0.001 (down from US$0.006 in 1Q 2022). Revenue: US$35.1m (flat on 1Q 2022). Net income: US$678.0k (down 81% from 1Q 2022). Profit margin: 1.9% (down from 10% in 1Q 2022). Over the next year, revenue is forecast to grow 6.6%, compared to a 20% growth forecast for the industry in South Africa. Over the last 3 years on average, earnings per share has fallen by 24% per year whereas the company’s share price has fallen by 19% per year.Board Change • Jun 25Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Charmel Flemming was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Jun 07Upcoming dividend of R0.04 per shareEligible shareholders must have bought the stock before 14 June 2022. Payment date: 20 June 2022. Payout ratio is a comfortable 67% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of South African dividend payers (8.4%). Higher than average of industry peers (1.0%).Reported Earnings • May 27Full year 2022 earnings released: EPS: US$0.016 (vs US$0.027 in FY 2021)Full year 2022 results: EPS: US$0.016 (down from US$0.027 in FY 2021). Revenue: US$143.3m (up 13% from FY 2021). Net income: US$8.95m (down 39% from FY 2021). Profit margin: 6.2% (down from 12% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 3.2%, compared to a 29% growth forecast for the industry in South Africa. Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 13% per year.Recent Insider Transactions Derivative • Mar 13COO & Executive Director exercised options to buy R3.3m worth of stock.On the 10th of March, Charles W. Tasker exercised options to buy 448k shares at a strike price of around R2.86, costing a total of R1.3m. This transaction amounted to 6.1% of their direct individual holding at the time of the trade. Since June 2021, Charles W.'s direct individual holding has increased from 6.84m shares to 7.32m. Company insiders have collectively bought R11m more than they sold, via options and on-market transactions, in the last 12 months.Upcoming Dividend • Feb 16Upcoming dividend of R0.04 per shareEligible shareholders must have bought the stock before 23 February 2022. Payment date: 28 February 2022. Payout ratio is a comfortable 72% but the company is paying out more than the cash it is generating. Trailing yield: 2.1%. Lower than top quartile of South African dividend payers (7.3%). Higher than average of industry peers (0.9%).Recent Insider Transactions Derivative • Feb 14Insider exercised options to buy R921k worth of stock.On the 9th of February, Paul Dell exercised options to buy 124k shares at a strike price of around R3.66, costing a total of R453k. This transaction amounted to 12,357% of their direct individual holding at the time of the trade. Since June 2021, Paul has owned 1.00k shares directly. Company insiders have collectively bought R5.1m more than they sold, via options and on-market transactions, in the last 12 months.Reported Earnings • Feb 04Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: US$0.001 (down from US$0.011 in 3Q 2021). Revenue: US$36.2m (up 6.2% from 3Q 2021). Net income: US$630.0k (down 89% from 3Q 2021). Profit margin: 1.7% (down from 17% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 1,969%. Over the next year, revenue is forecast to grow 6.0%, compared to a 156% growth forecast for the industry in South Africa. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Buying Opportunity • Jan 26Now 26% undervalued after recent price dropOver the last 90 days, the stock is down 9.6%. The fair value is estimated to be US$9.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.6% per annum over the last 3 years.Recent Insider Transactions Derivative • Jan 06President exercised options to buy R4.7m worth of stock.On the 28th of December, Stefan Joselowitz exercised options to buy 620k shares at a strike price of around R3.15, costing a total of R2.0m. This transaction amounted to 3.4% of their direct individual holding at the time of the trade. Since June 2021, Stefan's direct individual holding has increased from 18.09m shares to 19.33m. Company insiders have collectively bought R4.7m more than they sold, via options and on-market transactions, in the last 12 months.Valuation Update With 7 Day Price Move • Dec 28Investor sentiment improved over the past weekAfter last week's 17% share price gain to R8.90, the stock trades at a trailing P/E ratio of 23.4x. Average forward P/E is 35x in the Software industry in Africa. Total returns to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at R9.30 per share.Upcoming Dividend • Nov 10Upcoming dividend of R0.04 per shareEligible shareholders must have bought the stock before 17 November 2021. Payment date: 22 November 2021. Trailing yield: 2.2%. Lower than top quartile of South African dividend payers (7.5%). Higher than average of industry peers (0.8%).Reported Earnings • Oct 29Second quarter 2022 earnings released: EPS US$0.002 (vs US$0.006 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: US$36.1m (up 17% from 2Q 2021). Net income: US$1.30m (down 62% from 2Q 2021). Profit margin: 3.6% (down from 11% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 9% per year.Board Change • Oct 29Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 2 highly experienced directors. CFO, Executive VP & Director John Granara 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 30First half earnings releasedOver the last 12 months the company has reported total profits of US$8.52m, down 47% from the prior year. Total revenue was US$131.2m over the last 12 months, down 4.6% from the prior year.Valuation Update With 7 Day Price Move • Oct 23Market pulls back on stock over the past weekAfter last week's 18% share price decline to US$5.06, the stock is trading at a trailing P/E ratio of 20.4x, down from the previous P/E ratio of 24.8x. This compares to an average P/E of 12x in the Software industry in South Africa. Total return to shareholders over the past three years is a loss of 5.2%.Is New 90 Day High Low • Oct 21New 90-day low: R5.50The company is down 22% from its price of R7.09 on 23 July 2020. The South African market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 53% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is R5.04 per share.決済の安定と成長配当データの取得安定した配当: MIXはZA市場で注目すべき配当金を支払っていないため、支払いが安定しているかどうかを確認する必要はありません。増加する配当: MIXはZA市場で注目すべき配当金を支払っていないため、支払額が増加しているかどうかを確認する必要はありません。配当利回り対市場PowerFleet 配当利回り対市場MIX 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 (MIX)1.6%市場下位25% (ZA)3.1%市場トップ25% (ZA)7.8%業界平均 (Software)1.0%アナリスト予想 (MIX) (最長3年)n/a注目すべき配当: MIXの配当金 ( 1.58% ) はZA市場の配当金支払者の下位 25% ( 3.05% ) と比べると目立ったものではありません。高配当: MIXの配当金 ( 1.58% ) はZA市場の配当金支払者の上位 25% ( 7.76% ) と比較すると低いです。株主への利益配当収益カバレッジ: MIX 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: MIXは配当金を支払っていますが、同社にはフリーキャッシュフローがありません。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2024/04/04 10:26終値2024/04/04 00:00収益2023/12/31年間収益2023/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク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PowerFleet, Inc. 1 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。4 アナリスト機関Thomas WalkleyCanaccord GenuityBrian SchwartzOppenheimer & Co. Inc.Brian PetersonRaymond James & Associates1 その他のアナリストを表示
お知らせ • Feb 02Mix Telematics Limited Declares Dividend for the Third Quarter of Fiscal Year 202, Payable on February 26, 2024MiX Telematics Limited advised that the board of directors have declared a dividend of 4.50000 South African cents, in respect of the third quarter of fiscal year 2024 which ended on December 31, 2023. Record date: February 23, 2024, Payment date: February 26, 2024.
お知らせ • Feb 01MiX Telematics Limited Announces Dividend Payment, Payable on March 7, 2024MiX Telematics Limited announced dividend payment of 4.50000 South African cents (0.2 U.S. cents) per ordinary share and 1.12500 South African Rand (6 U.S. cents) per ADS was paid on December 14, 2023 to ADS holders on record on December 1, 2023. A dividend of 4.50000 South African cents per ordinary share and 1.12500 South African Rand per ADS will be paid on March 7, 2024 to ADS holders on record as of the close of business on February 23, 2023.
お知らせ • Aug 03MiX Telematics Limited Declares Dividend for the First Quarter of Fiscal Year Ended June 30, 2023, Payable on August 28, 2023The board of directors of MiX Telematics Limited have declared a dividend of 4.50000 South African cents, in respect of the first quarter of fiscal year 2024 which ended on June 30, 2023. Securities trade ex-dividend is on August 23, 2023 with Record date is on August 25, 2023 and Payment date is on August 28, 2023.
Upcoming Dividend • Jun 06Upcoming dividend of R0.045 per share at 3.0% yieldEligible shareholders must have bought the stock before 13 June 2023. Payment date: 19 June 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.0%. Lower than top quartile of South African dividend payers (9.5%). Lower than average of industry peers (3.6%).
お知らせ • May 26MiX Telematics Limited Announces Dividend, Payable on June 29, 2023MiX Telematics Limited announced that a dividend of 4.50000 South African cents per ordinary share and SAR 1.12500 per ADS will be paid on June 29, 2023 to ADS holders on record as of the close of business on June 16, 2023. Ex dividend on New York Stock Exchange is June 15, 2023.
Upcoming Dividend • Feb 08Upcoming dividend of R0.04 per share at 2.7% yieldEligible shareholders must have bought the stock before 15 February 2023. Payment date: 20 February 2023. Payout ratio is on the higher end at 98% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of South African dividend payers (8.9%). Lower than average of industry peers (3.2%).
お知らせ • Apr 06Mix Telematics Files Form 15MiX Telematics Limited has announced that it has filed a Form 15 with the Securities and Exchange Commission to voluntarily deregister its American Depositary Shares (“ADSs”), each representing 25 ordinary shares having no par value and ordinary shares having no par value under the Securities Exchange Act of 1934, as amended.
お知らせ • Feb 02Mix Telematics Limited Declares Dividend for the Third Quarter of Fiscal Year 202, Payable on February 26, 2024MiX Telematics Limited advised that the board of directors have declared a dividend of 4.50000 South African cents, in respect of the third quarter of fiscal year 2024 which ended on December 31, 2023. Record date: February 23, 2024, Payment date: February 26, 2024.
お知らせ • Feb 01MiX Telematics Limited Announces Dividend Payment, Payable on March 7, 2024MiX Telematics Limited announced dividend payment of 4.50000 South African cents (0.2 U.S. cents) per ordinary share and 1.12500 South African Rand (6 U.S. cents) per ADS was paid on December 14, 2023 to ADS holders on record on December 1, 2023. A dividend of 4.50000 South African cents per ordinary share and 1.12500 South African Rand per ADS will be paid on March 7, 2024 to ADS holders on record as of the close of business on February 23, 2023.
お知らせ • Jan 19MiX Telematics Limited to Report Q3, 2024 Results on Feb 01, 2024MiX Telematics Limited announced that they will report Q3, 2024 results Pre-Market on Feb 01, 2024
お知らせ • Nov 08MiX Telematics Limited Provides Earnings Guidance for the Six Months Ended September 30, 2023MiX Telematics Limited provided earnings guidance for the six months ended September 30, 2023. The company expects basic earnings per share ("EPS") and basic headline earnings per share ("HEPS") for the six months ended September 30, 2023 to be 7.0 cents per share compared to the EPS loss and HEPS loss of 0.4 cents per share and 0.5 cents respectively for the six months ended September 30, 2022.
お知らせ • Oct 27MiX Telematics Limited to Report Q2, 2024 Results on Nov 08, 2023MiX Telematics Limited announced that they will report Q2, 2024 results on Nov 08, 2023
お知らせ • Oct 12MiX Telematics Limited (JSE:MIX) entered into a definitive agreement to acquire PowerFleet, Inc. (NasdaqGM:PWFL) for $18.7 million in a reverse merger transaction.MiX Telematics Limited (JSE:MIX) entered into a definitive agreement to acquire PowerFleet, Inc. (NasdaqGM:PWFL) for $18.7 million in a reverse merger transaction on October 10, 2023. Pursuant to the agreement, PowerFleet will acquire all of MiX’s issued ordinary share in exchange for 0.12762 newly issued shares of PowerFleet common stock per share and in the case of holders of MiX American Depositary Shares (“MiX ADSs”), 3.19056 shares of PowerFleet Common Stock for each MiX ADS. MiX shareholders will own approximately 65.5% and current PowerFleet shareholders will own approximately 34.5% of the combined entity immediately following the closing of the transaction. Upon close, the combined business will be branded as PowerFleet, with its primary listing on Nasdaq. In case of termination of the transaction under certain specified circumstances, each party would be required to pay the other party a termination fee of $1.5 million or an amount equal to 1% of the value of the transaction consideration shares. Following the transaction, Steve Towe will remain CEO of PowerFleet and David Wilson will remain CFO. Stefan Joselowitz, current CEO of MiX, will be retiring. A new board of directors of PowerFleet will be formed. Michael Brodsky will be Chairman. Steve Towe will be on the board. Ian Jacobs, MiX Telematics’ current Chairman, will be joining the board. MiX will appoint one additional board member and further board member appointments will be made by mutual consent. The closing of the transaction is subject to customary conditions, including effectiveness of a registration statement on Form S-4 relating to the Transactions, approval by the JSE, of a prospectus to be issued in South Africa relating to the Transactions, receipt of required regulatory approvals, including the issuance by the South African Takeover Regulation Panel of a compliance certificate in respect of the Scheme, approval of applicable competition authorities to implement the transaction, approval of the JSE with respect to the transaction and the delisting of MiX Ordinary Shares from the JSE, and approval of the South African Reserve Bank as required under South African Exchange Control Regulations in respect of the Scheme, receipt of approvals of applicable regulatory authorities for distribution of a scheme circular to MiX Telematics’ shareholders, approval for listing on Nasdaq and the JSE of the transaction consideration shares, shareholders exercising appraisal rights, court approval, the transaction should qualify as a “reorganization” within the meaning of Section 368(a) of the Code, and approval of PowerFleet and MiX shareholders. MiX and PowerFleet boards of directors approved the transaction. The transaction is expected to close in the first quarter of calendar year 2024. William Blair & Company L.L.C. is acting as financial advisor, and Michael R. Neidell and Honghui S. Yu of Olshan Frome Wolosky LLP and Webber Wentzel are acting as legal advisors to PowerFleet. Raymond James and Java Capital are acting as financial advisors to MiX, and Marjorie S. Adams and Sidney Burke of DLA Piper LLP (US) and Java Capital are acting as legal advisors to MiX Telematics. BDO Corporate Finance Proprietary Limited is fairness opinion provider to MiX.
お知らせ • Oct 11MiX Telematics to Delist from the JSE After the Transaction with PowerFleetPowerFleet Inc. and MiX Telematics Limited have entered into a definitive agreement to form one of the largest mobile asset internet of things (IOT) software-as-a-service (SaaS) providers in the world. In a joint statement on October 10, 2023, the firms say this combination will form a scaled, global entity. The transaction is expected to close in the first quarter of calendar year 2024. Upon close, the combined business will be branded as Powerfleet, with its primary listing on Nasdaq. MiX will delist from the JSE after the transaction.
Valuation Update With 7 Day Price Move • Oct 10Investor sentiment improves as stock rises 15%After last week's 15% share price gain to R5.19, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 29x in the Software industry globally. Negligible returns to shareholders over past three years. Simply Wall St's valuation model estimates the intrinsic value at R7.10 per share.
お知らせ • Aug 03MiX Telematics Limited Declares Dividend for the First Quarter of Fiscal Year Ended June 30, 2023, Payable on August 28, 2023The board of directors of MiX Telematics Limited have declared a dividend of 4.50000 South African cents, in respect of the first quarter of fiscal year 2024 which ended on June 30, 2023. Securities trade ex-dividend is on August 23, 2023 with Record date is on August 25, 2023 and Payment date is on August 28, 2023.
お知らせ • Jul 23MiX Telematics Limited to Report Q1, 2024 Results on Aug 02, 2023MiX Telematics Limited announced that they will report Q1, 2024 results on Aug 02, 2023
お知らせ • Jun 15MiX Telematics Limited announced delayed annual 10-K filingOn 06/14/2023, MiX Telematics Limited announced that they will be unable to file their next 10-K by the deadline required by the SEC.
Upcoming Dividend • Jun 06Upcoming dividend of R0.045 per share at 3.0% yieldEligible shareholders must have bought the stock before 13 June 2023. Payment date: 19 June 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.0%. Lower than top quartile of South African dividend payers (9.5%). Lower than average of industry peers (3.6%).
Reported Earnings • May 26Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: US$0.008 (down from US$0.016 in FY 2022). Revenue: US$145.0m (up 1.2% from FY 2022). Net income: US$4.52m (down 50% from FY 2022). Profit margin: 3.1% (down from 6.2% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 3.3% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Global Software industry. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • May 26MiX Telematics Limited Announces Dividend, Payable on June 29, 2023MiX Telematics Limited announced that a dividend of 4.50000 South African cents per ordinary share and SAR 1.12500 per ADS will be paid on June 29, 2023 to ADS holders on record as of the close of business on June 16, 2023. Ex dividend on New York Stock Exchange is June 15, 2023.
お知らせ • May 17MiX Telematics Limited to Report Q4, 2023 Results on May 25, 2023MiX Telematics Limited announced that they will report Q4, 2023 results on May 25, 2023
Buying Opportunity • May 16Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.3%. The fair value is estimated to be R6.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 28%. Revenue is forecast to grow by 17% in 2 years. Earnings is forecast to grow by 196% in the next 2 years.
Recent Insider Transactions Derivative • Mar 03COO & Executive Director exercised options to buy R2.9m worth of stock.On the 28th of February, Charles W. Tasker exercised options to buy 460k shares at a strike price of around R4.77, costing a total of R2.2m. This transaction amounted to 5.6% of their direct individual holding at the time of the trade. Since March 2022, Charles W.'s direct individual holding has increased from 7.77m shares to 8.17m. Company insiders have collectively bought R8.4m more than they sold, via options and on-market transactions, in the last 12 months.
分析記事 • Mar 03Does MiX Telematics (JSE:MIX) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improves as stock rises 22%After last week's 22% share price gain to R7.00, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 33x in the Software industry globally. Total loss to shareholders of 6.1% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at R6.70 per share.
Recent Insider Transactions Derivative • Feb 15Insider exercised options to buy R648k worth of stock.On the 7th of February, Gert Pretorius exercised options to buy 109k shares at a strike price of around R4.58, costing a total of R500k. This transaction amounted to 8.7% of their direct individual holding at the time of the trade. Since March 2022, Gert has owned 1.25m shares directly. Company insiders have collectively bought R43m more than they sold, via options and on-market transactions, in the last 12 months.
Upcoming Dividend • Feb 08Upcoming dividend of R0.04 per share at 2.7% yieldEligible shareholders must have bought the stock before 15 February 2023. Payment date: 20 February 2023. Payout ratio is on the higher end at 98% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of South African dividend payers (8.9%). Lower than average of industry peers (3.2%).
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment improves as stock rises 22%After last week's 22% share price gain to R6.00, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 31x in the Software industry globally. Total loss to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at R6.28 per share.
Reported Earnings • Jan 26Third quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2023 results: EPS: US$0.005 (up from US$0.001 in 3Q 2022). Revenue: US$37.8m (up 4.4% from 3Q 2022). Net income: US$2.79m (up 343% from 3Q 2022). Profit margin: 7.4% (up from 1.7% in 3Q 2022). The increase in margin was primarily driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 53%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Software industry. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 19MiX Telematics Limited to Report Q3, 2023 Results on Jan 26, 2023MiX Telematics Limited announced that they will report Q3, 2023 results on Jan 26, 2023
Upcoming Dividend • Nov 09Upcoming dividend of R0.04 per shareEligible shareholders must have bought the stock before 16 November 2022. Payment date: 21 November 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 2.6%. Lower than top quartile of South African dividend payers (8.8%). Higher than average of industry peers (1.2%).
分析記事 • Nov 03MiX Telematics' (JSE:MIX) Shareholders Have More To Worry About Than Only Soft EarningsThe market wasn't impressed with the soft earnings from MiX Telematics Limited ( JSE:MIX ) recently. We did some...
Reported Earnings • Oct 28Second quarter 2023 earnings released: US$0.002 loss per share (vs US$0.002 profit in 2Q 2022)Second quarter 2023 results: US$0.002 loss per share (down from US$0.002 profit in 2Q 2022). Revenue: US$35.3m (down 2.3% from 2Q 2022). Net loss: US$1.21m (down 193% from profit in 2Q 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Global Software industry. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improved over the past weekAfter last week's 18% share price gain to R5.95, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 27x in the Software industry globally. Total loss to shareholders of 15% over the past three years.
Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improved over the past weekAfter last week's 17% share price gain to R6.16, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 27x in the Software industry globally. Total loss to shareholders of 20% over the past three years.
Valuation Update With 7 Day Price Move • Aug 29Investor sentiment improved over the past weekAfter last week's 17% share price gain to R5.40, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 27x in the Software industry globally. Total loss to shareholders of 28% over the past three years.
Reported Earnings • Jul 28First quarter 2023 earnings released: EPS: US$0.001 (vs US$0.006 in 1Q 2022)First quarter 2023 results: EPS: US$0.001 (down from US$0.006 in 1Q 2022). Revenue: US$35.1m (flat on 1Q 2022). Net income: US$678.0k (down 81% from 1Q 2022). Profit margin: 1.9% (down from 10% in 1Q 2022). Over the next year, revenue is forecast to grow 6.6%, compared to a 20% growth forecast for the industry in South Africa. Over the last 3 years on average, earnings per share has fallen by 24% per year whereas the company’s share price has fallen by 19% per year.
Board Change • Jun 25Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Charmel Flemming was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Jun 07Upcoming dividend of R0.04 per shareEligible shareholders must have bought the stock before 14 June 2022. Payment date: 20 June 2022. Payout ratio is a comfortable 67% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of South African dividend payers (8.4%). Higher than average of industry peers (1.0%).
Reported Earnings • May 27Full year 2022 earnings released: EPS: US$0.016 (vs US$0.027 in FY 2021)Full year 2022 results: EPS: US$0.016 (down from US$0.027 in FY 2021). Revenue: US$143.3m (up 13% from FY 2021). Net income: US$8.95m (down 39% from FY 2021). Profit margin: 6.2% (down from 12% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 3.2%, compared to a 29% growth forecast for the industry in South Africa. Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 13% per year.
Recent Insider Transactions Derivative • Mar 13COO & Executive Director exercised options to buy R3.3m worth of stock.On the 10th of March, Charles W. Tasker exercised options to buy 448k shares at a strike price of around R2.86, costing a total of R1.3m. This transaction amounted to 6.1% of their direct individual holding at the time of the trade. Since June 2021, Charles W.'s direct individual holding has increased from 6.84m shares to 7.32m. Company insiders have collectively bought R11m more than they sold, via options and on-market transactions, in the last 12 months.
Upcoming Dividend • Feb 16Upcoming dividend of R0.04 per shareEligible shareholders must have bought the stock before 23 February 2022. Payment date: 28 February 2022. Payout ratio is a comfortable 72% but the company is paying out more than the cash it is generating. Trailing yield: 2.1%. Lower than top quartile of South African dividend payers (7.3%). Higher than average of industry peers (0.9%).
Recent Insider Transactions Derivative • Feb 14Insider exercised options to buy R921k worth of stock.On the 9th of February, Paul Dell exercised options to buy 124k shares at a strike price of around R3.66, costing a total of R453k. This transaction amounted to 12,357% of their direct individual holding at the time of the trade. Since June 2021, Paul has owned 1.00k shares directly. Company insiders have collectively bought R5.1m more than they sold, via options and on-market transactions, in the last 12 months.
Reported Earnings • Feb 04Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: US$0.001 (down from US$0.011 in 3Q 2021). Revenue: US$36.2m (up 6.2% from 3Q 2021). Net income: US$630.0k (down 89% from 3Q 2021). Profit margin: 1.7% (down from 17% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 1,969%. Over the next year, revenue is forecast to grow 6.0%, compared to a 156% growth forecast for the industry in South Africa. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Buying Opportunity • Jan 26Now 26% undervalued after recent price dropOver the last 90 days, the stock is down 9.6%. The fair value is estimated to be US$9.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.6% per annum over the last 3 years.
Recent Insider Transactions Derivative • Jan 06President exercised options to buy R4.7m worth of stock.On the 28th of December, Stefan Joselowitz exercised options to buy 620k shares at a strike price of around R3.15, costing a total of R2.0m. This transaction amounted to 3.4% of their direct individual holding at the time of the trade. Since June 2021, Stefan's direct individual holding has increased from 18.09m shares to 19.33m. Company insiders have collectively bought R4.7m more than they sold, via options and on-market transactions, in the last 12 months.
Valuation Update With 7 Day Price Move • Dec 28Investor sentiment improved over the past weekAfter last week's 17% share price gain to R8.90, the stock trades at a trailing P/E ratio of 23.4x. Average forward P/E is 35x in the Software industry in Africa. Total returns to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at R9.30 per share.
Upcoming Dividend • Nov 10Upcoming dividend of R0.04 per shareEligible shareholders must have bought the stock before 17 November 2021. Payment date: 22 November 2021. Trailing yield: 2.2%. Lower than top quartile of South African dividend payers (7.5%). Higher than average of industry peers (0.8%).
Reported Earnings • Oct 29Second quarter 2022 earnings released: EPS US$0.002 (vs US$0.006 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: US$36.1m (up 17% from 2Q 2021). Net income: US$1.30m (down 62% from 2Q 2021). Profit margin: 3.6% (down from 11% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 9% per year.
Board Change • Oct 29Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 2 highly experienced directors. CFO, Executive VP & Director John Granara 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 30First half earnings releasedOver the last 12 months the company has reported total profits of US$8.52m, down 47% from the prior year. Total revenue was US$131.2m over the last 12 months, down 4.6% from the prior year.
Valuation Update With 7 Day Price Move • Oct 23Market pulls back on stock over the past weekAfter last week's 18% share price decline to US$5.06, the stock is trading at a trailing P/E ratio of 20.4x, down from the previous P/E ratio of 24.8x. This compares to an average P/E of 12x in the Software industry in South Africa. Total return to shareholders over the past three years is a loss of 5.2%.
Is New 90 Day High Low • Oct 21New 90-day low: R5.50The company is down 22% from its price of R7.09 on 23 July 2020. The South African market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 53% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is R5.04 per share.