View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active.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 EventsAlviva Holdings 将来の成長Future 基準チェック /26主要情報n/a収益成長率n/aEPS成長率Electronic 収益成長29.0%収益成長率9.2%将来の株主資本利益率22.90%アナリストカバレッジLow最終更新日18 Oct 2022今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Dec 24Alviva Holdings Limited, Annual General Meeting, Jan 27, 2023Alviva Holdings Limited, Annual General Meeting, Jan 27, 2023, at 14:00 South Africa Standard Time.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. 4 experienced directors. 3 highly experienced directors. Independent & Non-Executive Director Mathukana Mokoka 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.Upcoming Dividend • Nov 02Upcoming dividend of R0.55 per shareEligible shareholders must have bought the stock before 09 November 2022. Payment date: 14 November 2022. Payout ratio is a comfortable 9.0% but the company is paying out more than the cash it is generating. Trailing yield: 2.4%. Lower than top quartile of South African dividend payers (8.9%). Higher than average of industry peers (2.1%).Reported Earnings • Sep 29Full year 2022 earnings released: EPS: R6.14 (vs R2.67 in FY 2021)Full year 2022 results: EPS: R6.14 (up from R2.67 in FY 2021). Revenue: R23.4b (up 57% from FY 2021). Net income: R686.5m (up 111% from FY 2021). Profit margin: 2.9% (up from 2.2% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Board Change • Aug 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. Independent & Non-Executive Director Mathukana Mokoka 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.分析記事 • Jul 01Here's Why Alviva Holdings (JSE:AVV) Can Manage Its Debt ResponsiblyHoward 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 • Jun 30Investor sentiment improved over the past weekAfter last week's 19% share price gain to R22.65, the stock trades at a trailing P/E ratio of 4.4x. Average trailing P/E is 18x in the Electronic industry globally. Total returns to shareholders of 48% over the past three years.Reported Earnings • Mar 04First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: R3.32 (up from R1.10 in 1H 2021). Revenue: R11.5b (up 52% from 1H 2021). Net income: R376.5m (up 170% from 1H 2021). Profit margin: 3.3% (up from 1.8% in 1H 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 01Investor sentiment improved over the past weekAfter last week's 17% share price gain to R19.90, the stock trades at a trailing P/E ratio of 7x. Average trailing P/E is 21x in the Electronic industry globally. Total returns to shareholders of 22% over the past three years.お知らせ • Feb 24+ 1 more updateAlviva Holdings Limited to Report First Half, 2022 Results on Mar 01, 2022Alviva Holdings Limited announced that they will report first half, 2022 results on Mar 01, 2022Upcoming Dividend • Nov 03Upcoming dividend of R0.29 per shareEligible shareholders must have bought the stock before 10 November 2021. Payment date: 15 November 2021. Trailing yield: 2.0%. Lower than top quartile of South African dividend payers (7.6%). Higher than average of industry peers (1.4%).分析記事 • Sep 29Alviva Holdings (JSE:AVV) Is Increasing Its Dividend To R0.29Alviva Holdings Limited ( JSE:AVV ) has announced that it will be increasing its dividend on the 15th of November to...Reported Earnings • Sep 28Full year 2021 earnings released: EPS R2.67 (vs R1.13 in FY 2020)The company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: R14.9b (flat on FY 2020). Net income: R325.8m (up 119% from FY 2020). Profit margin: 2.2% (up from 1.0% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 20% 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 • Aug 17Investor sentiment improved over the past weekAfter last week's 21% share price gain to R15.46, the stock trades at a trailing P/E ratio of 12.2x. Average trailing P/E is 23x in the Electronic industry globally. Total loss to shareholders of 11% over the past three years.Is New 90 Day High Low • Mar 03New 90-day high: R11.62The company is up 28% from its price of R9.07 on 03 December 2020. The South African market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 7.0% over the same period.分析記事 • Mar 01How Much Are Alviva Holdings Limited (JSE:AVV) Insiders Spending On Buying Shares?It is not uncommon to see companies perform well in the years after insiders buy shares. On the other hand, we'd be...分析記事 • Jan 25Here's Why We Think Alviva Holdings's (JSE:AVV) Statutory Earnings Might Be ConservativeStatistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. Having said that...Valuation Update With 7 Day Price Move • Jan 18Investor sentiment improved over the past weekAfter last week's 16% share price gain to R10.20, the stock is trading at a trailing P/E ratio of 9.1x, up from the previous P/E ratio of 7.8x. This compares to an average P/E of 27x in the Electronic industry. Total return to shareholders over the past three years is a loss of 37%.Is New 90 Day High Low • Jan 15New 90-day high: R9.96The company is up 19% from its price of R8.36 on 16 October 2020. The South African market is up 12% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 20% over the same period.分析記事 • Dec 29Alviva Holdings' (JSE:AVV) Stock Price Has Reduced 50% In The Past Three YearsIt is a pleasure to report that the Alviva Holdings Limited ( JSE:AVV ) is up 35% in the last quarter. But that cannot...Is New 90 Day High Low • Dec 18New 90-day high: R9.70The company is up 56% from its price of R6.22 on 18 September 2020. The South African market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 10.0% over the same period.分析記事 • Dec 01Have Insiders Been Buying Alviva Holdings Limited (JSE:AVV) Shares?We've lost count of how many times insiders have accumulated shares in a company that goes on to improve markedly. On...Is New 90 Day High Low • Nov 26New 90-day high: R9.50The company is up 76% from its price of R5.40 on 28 August 2020. The South African market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 7.0% over the same period.Valuation Update With 7 Day Price Move • Nov 19Market bids up stock over the past weekAfter last week's 17% share price gain to R8.10, the stock is trading at a trailing P/E ratio of 7.2x, up from the previous P/E ratio of 6.2x. This compares to an average P/E of 25x in the Electronic industry. Total return to shareholders over the past three years is a loss of 53%.お知らせ • Nov 18Tham Investments Proprietary Limited acquired 16.1% stake in Alviva Holdings Limited (JSE:AVV).Tham Investments Proprietary Limited acquired 16.1% stake in Alviva Holdings Limited (JSE:AVV) on November 17, 2020. Tham Investments Proprietary Limited completed the acquisition of 16.1% stake in Alviva Holdings Limited (JSE:AVV) on November 17, 2020.お知らせ • Nov 13Alviva Holdings Limited (JSE:AVV) agreed to acquire Tarsus Technology Group for approximately ZAR 190 million.Alviva Holdings Limited (JSE:AVV) agreed to acquire Tarsus Technology Group for approximately ZAR 190 million on November 12, 2020. Under terms ZAR 10 million payable at closing, ZAR 27.4 which may be paid prior to the closing date to the management of Tarsus or the difference between ZAR 167 million and the amount of the net asset value of Tarsus at the closing date, limited to ZAR 5 million after 6 months of the closing date, ZAR 32.8 million payable after 18 months of the closing date, ZAR 25.1 million after 30 months of the closing date. The transaction is subject to relevant approvals being obtained from the relevant competition authorities, by the closing date, the Alviva’s confirmation to the seller, in writing, that no material adverse change in respect of Tarsus, as defined in the agreement has occurred, a written agreement, incorporating the terms and conditions of the term sheet in respect of the working capital facility, is concluded between Tarsus and Investec Bank Limited, on terms reasonably acceptable to the Alviva and a written agreement, incorporating the terms and conditions of the term sheet in respect of the working capital facility, is concluded between Tarsus and Investec Bank Limited, on terms reasonably acceptable to the Alviva. As of February 28, 2020, Tarsus has net assets of approximately ZAR 190 million, profit after tax of ZAR 34.8 million. Webber Wentzel and Investec Bank Limited advised seller. Tugendhaft Wapnick Banchetti and Partners acted as legal advisor for Alviva Holdings Limited.Valuation Update With 7 Day Price Move • Nov 10Market bids up stock over the past weekAfter last week's 20% share price gain to R7.50, the stock is trading at a trailing P/E ratio of 6.7x, up from the previous P/E ratio of 5.5x. This compares to an average P/E of 24x in the Electronic industry. Total return to shareholders over the past three years is a loss of 59%.Valuation Update With 7 Day Price Move • Oct 30Market pulls back on stock over the past weekAfter last week's 20% share price decline to R7.20, the stock is trading at a trailing P/E ratio of 6.4x, down from the previous P/E ratio of 8x. This compares to an average P/E of 24x in the Electronic industry. Total return to shareholders over the past three years is a loss of 61%.Is New 90 Day High Low • Oct 20New 90-day high: R8.55The company is up 40% from its price of R6.11 on 22 July 2020. The South African market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 3.0% over the same period.お知らせ • Oct 16Alviva Sets Sights to Buy TarsusAlviva Holdings Limited (JSE:AVV) said it is in talks to acquire privately owned Tarsus Distribution (Pty) Ltd. Alviva, which provides technology products and services including assembling of computers, distribution and software, said the due diligence for the potential deal had been completed and, if successfully concluded, "this transaction may have a material effect" on the share price. Alviva has not disclosed the value of the deal.Valuation Update With 7 Day Price Move • Oct 13Market bids up stock over the past weekAfter last week's 20% share price gain to R8.01, the stock is trading at a trailing P/E ratio of 7.1x, up from the previous P/E ratio of 5.9x. This compares to an average P/E of 25x in the Electronic industry. Total return to shareholders over the past three years is a loss of 60%.Reported Earnings • Oct 03Full year earnings released - EPS R1.13Over the last 12 months the company has reported total profits of R148.7m, down 62% from the prior year. Total revenue was R14.8b over the last 12 months, down 7.0% from the prior year. Profit margins were 1.0%, which is lower than the 2.5% margin from last year. The decrease in margin was driven by lower revenue.Is New 90 Day High Low • Sep 29New 90-day high: R7.19The company is up 10.0% from its price of R6.52 on 01 July 2020. The South African market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 5.0% over the same period.業績と収益の成長予測JSE:AVV - アナリストの将来予測と過去の財務データ ( )ZAR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数6/30/202428,223N/AN/AN/A16/30/202326,095N/AN/AN/A16/30/202223,42968731112N/A3/31/202221,135625-2644N/A12/31/202118,841563-83-24N/A9/30/202116,867444-4414N/A6/30/202114,893326-552N/A3/31/202114,925244455534N/A12/31/202014,9571639161,016N/A9/30/202014,8801561,1411,262N/A6/30/202014,8041491,3651,508N/A3/31/202015,193227837967N/A12/31/201915,582306310427N/A9/30/201915,753350100198N/A6/30/201915,923395-109-30N/A3/31/201915,423410N/AN/AN/A12/31/201814,923426433506N/A9/30/201814,276424551624N/A6/30/201813,629422668741N/A3/31/201813,261429N/AN/AN/A12/31/201712,893436655707N/A9/30/201712,852420783828N/A6/30/201712,811405911950N/A3/31/201712,898388848889N/A12/31/201612,984370784827N/A9/30/201611,977356610646N/A6/30/201610,969342436465N/A3/31/20169,825325N/A440N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: AVVの予測収益成長が 貯蓄率 ( 9.2% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: AVVの収益がZA市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: AVVの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: AVVの収益 ( 9.2% ) ZA市場 ( 8.3% ) よりも速いペースで成長すると予測されています。高い収益成長: AVVの収益 ( 9.2% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: AVVの 自己資本利益率 は、3年後には高くなると予測されています ( 22.9 %)成長企業の発掘7D1Y7D1Y7D1YTech 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2023/03/16 19:33終値2023/02/28 00:00収益2022/06/30年間収益2022/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する 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Alviva Holdings Limited 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。2 アナリスト機関null nullMerchantec (Proprietary) LimitedSindi DanisoSBG Securities (Proprietary) Limited
お知らせ • Dec 24Alviva Holdings Limited, Annual General Meeting, Jan 27, 2023Alviva Holdings Limited, Annual General Meeting, Jan 27, 2023, at 14:00 South Africa Standard Time.
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. 4 experienced directors. 3 highly experienced directors. Independent & Non-Executive Director Mathukana Mokoka 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.
Upcoming Dividend • Nov 02Upcoming dividend of R0.55 per shareEligible shareholders must have bought the stock before 09 November 2022. Payment date: 14 November 2022. Payout ratio is a comfortable 9.0% but the company is paying out more than the cash it is generating. Trailing yield: 2.4%. Lower than top quartile of South African dividend payers (8.9%). Higher than average of industry peers (2.1%).
Reported Earnings • Sep 29Full year 2022 earnings released: EPS: R6.14 (vs R2.67 in FY 2021)Full year 2022 results: EPS: R6.14 (up from R2.67 in FY 2021). Revenue: R23.4b (up 57% from FY 2021). Net income: R686.5m (up 111% from FY 2021). Profit margin: 2.9% (up from 2.2% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Board Change • Aug 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. Independent & Non-Executive Director Mathukana Mokoka 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.
分析記事 • Jul 01Here's Why Alviva Holdings (JSE:AVV) Can Manage Its Debt ResponsiblyHoward 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 • Jun 30Investor sentiment improved over the past weekAfter last week's 19% share price gain to R22.65, the stock trades at a trailing P/E ratio of 4.4x. Average trailing P/E is 18x in the Electronic industry globally. Total returns to shareholders of 48% over the past three years.
Reported Earnings • Mar 04First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: R3.32 (up from R1.10 in 1H 2021). Revenue: R11.5b (up 52% from 1H 2021). Net income: R376.5m (up 170% from 1H 2021). Profit margin: 3.3% (up from 1.8% in 1H 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 01Investor sentiment improved over the past weekAfter last week's 17% share price gain to R19.90, the stock trades at a trailing P/E ratio of 7x. Average trailing P/E is 21x in the Electronic industry globally. Total returns to shareholders of 22% over the past three years.
お知らせ • Feb 24+ 1 more updateAlviva Holdings Limited to Report First Half, 2022 Results on Mar 01, 2022Alviva Holdings Limited announced that they will report first half, 2022 results on Mar 01, 2022
Upcoming Dividend • Nov 03Upcoming dividend of R0.29 per shareEligible shareholders must have bought the stock before 10 November 2021. Payment date: 15 November 2021. Trailing yield: 2.0%. Lower than top quartile of South African dividend payers (7.6%). Higher than average of industry peers (1.4%).
分析記事 • Sep 29Alviva Holdings (JSE:AVV) Is Increasing Its Dividend To R0.29Alviva Holdings Limited ( JSE:AVV ) has announced that it will be increasing its dividend on the 15th of November to...
Reported Earnings • Sep 28Full year 2021 earnings released: EPS R2.67 (vs R1.13 in FY 2020)The company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: R14.9b (flat on FY 2020). Net income: R325.8m (up 119% from FY 2020). Profit margin: 2.2% (up from 1.0% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 20% 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 • Aug 17Investor sentiment improved over the past weekAfter last week's 21% share price gain to R15.46, the stock trades at a trailing P/E ratio of 12.2x. Average trailing P/E is 23x in the Electronic industry globally. Total loss to shareholders of 11% over the past three years.
Is New 90 Day High Low • Mar 03New 90-day high: R11.62The company is up 28% from its price of R9.07 on 03 December 2020. The South African market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 7.0% over the same period.
分析記事 • Mar 01How Much Are Alviva Holdings Limited (JSE:AVV) Insiders Spending On Buying Shares?It is not uncommon to see companies perform well in the years after insiders buy shares. On the other hand, we'd be...
分析記事 • Jan 25Here's Why We Think Alviva Holdings's (JSE:AVV) Statutory Earnings Might Be ConservativeStatistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. Having said that...
Valuation Update With 7 Day Price Move • Jan 18Investor sentiment improved over the past weekAfter last week's 16% share price gain to R10.20, the stock is trading at a trailing P/E ratio of 9.1x, up from the previous P/E ratio of 7.8x. This compares to an average P/E of 27x in the Electronic industry. Total return to shareholders over the past three years is a loss of 37%.
Is New 90 Day High Low • Jan 15New 90-day high: R9.96The company is up 19% from its price of R8.36 on 16 October 2020. The South African market is up 12% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 20% over the same period.
分析記事 • Dec 29Alviva Holdings' (JSE:AVV) Stock Price Has Reduced 50% In The Past Three YearsIt is a pleasure to report that the Alviva Holdings Limited ( JSE:AVV ) is up 35% in the last quarter. But that cannot...
Is New 90 Day High Low • Dec 18New 90-day high: R9.70The company is up 56% from its price of R6.22 on 18 September 2020. The South African market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 10.0% over the same period.
分析記事 • Dec 01Have Insiders Been Buying Alviva Holdings Limited (JSE:AVV) Shares?We've lost count of how many times insiders have accumulated shares in a company that goes on to improve markedly. On...
Is New 90 Day High Low • Nov 26New 90-day high: R9.50The company is up 76% from its price of R5.40 on 28 August 2020. The South African market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 7.0% over the same period.
Valuation Update With 7 Day Price Move • Nov 19Market bids up stock over the past weekAfter last week's 17% share price gain to R8.10, the stock is trading at a trailing P/E ratio of 7.2x, up from the previous P/E ratio of 6.2x. This compares to an average P/E of 25x in the Electronic industry. Total return to shareholders over the past three years is a loss of 53%.
お知らせ • Nov 18Tham Investments Proprietary Limited acquired 16.1% stake in Alviva Holdings Limited (JSE:AVV).Tham Investments Proprietary Limited acquired 16.1% stake in Alviva Holdings Limited (JSE:AVV) on November 17, 2020. Tham Investments Proprietary Limited completed the acquisition of 16.1% stake in Alviva Holdings Limited (JSE:AVV) on November 17, 2020.
お知らせ • Nov 13Alviva Holdings Limited (JSE:AVV) agreed to acquire Tarsus Technology Group for approximately ZAR 190 million.Alviva Holdings Limited (JSE:AVV) agreed to acquire Tarsus Technology Group for approximately ZAR 190 million on November 12, 2020. Under terms ZAR 10 million payable at closing, ZAR 27.4 which may be paid prior to the closing date to the management of Tarsus or the difference between ZAR 167 million and the amount of the net asset value of Tarsus at the closing date, limited to ZAR 5 million after 6 months of the closing date, ZAR 32.8 million payable after 18 months of the closing date, ZAR 25.1 million after 30 months of the closing date. The transaction is subject to relevant approvals being obtained from the relevant competition authorities, by the closing date, the Alviva’s confirmation to the seller, in writing, that no material adverse change in respect of Tarsus, as defined in the agreement has occurred, a written agreement, incorporating the terms and conditions of the term sheet in respect of the working capital facility, is concluded between Tarsus and Investec Bank Limited, on terms reasonably acceptable to the Alviva and a written agreement, incorporating the terms and conditions of the term sheet in respect of the working capital facility, is concluded between Tarsus and Investec Bank Limited, on terms reasonably acceptable to the Alviva. As of February 28, 2020, Tarsus has net assets of approximately ZAR 190 million, profit after tax of ZAR 34.8 million. Webber Wentzel and Investec Bank Limited advised seller. Tugendhaft Wapnick Banchetti and Partners acted as legal advisor for Alviva Holdings Limited.
Valuation Update With 7 Day Price Move • Nov 10Market bids up stock over the past weekAfter last week's 20% share price gain to R7.50, the stock is trading at a trailing P/E ratio of 6.7x, up from the previous P/E ratio of 5.5x. This compares to an average P/E of 24x in the Electronic industry. Total return to shareholders over the past three years is a loss of 59%.
Valuation Update With 7 Day Price Move • Oct 30Market pulls back on stock over the past weekAfter last week's 20% share price decline to R7.20, the stock is trading at a trailing P/E ratio of 6.4x, down from the previous P/E ratio of 8x. This compares to an average P/E of 24x in the Electronic industry. Total return to shareholders over the past three years is a loss of 61%.
Is New 90 Day High Low • Oct 20New 90-day high: R8.55The company is up 40% from its price of R6.11 on 22 July 2020. The South African market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 3.0% over the same period.
お知らせ • Oct 16Alviva Sets Sights to Buy TarsusAlviva Holdings Limited (JSE:AVV) said it is in talks to acquire privately owned Tarsus Distribution (Pty) Ltd. Alviva, which provides technology products and services including assembling of computers, distribution and software, said the due diligence for the potential deal had been completed and, if successfully concluded, "this transaction may have a material effect" on the share price. Alviva has not disclosed the value of the deal.
Valuation Update With 7 Day Price Move • Oct 13Market bids up stock over the past weekAfter last week's 20% share price gain to R8.01, the stock is trading at a trailing P/E ratio of 7.1x, up from the previous P/E ratio of 5.9x. This compares to an average P/E of 25x in the Electronic industry. Total return to shareholders over the past three years is a loss of 60%.
Reported Earnings • Oct 03Full year earnings released - EPS R1.13Over the last 12 months the company has reported total profits of R148.7m, down 62% from the prior year. Total revenue was R14.8b over the last 12 months, down 7.0% from the prior year. Profit margins were 1.0%, which is lower than the 2.5% margin from last year. The decrease in margin was driven by lower revenue.
Is New 90 Day High Low • Sep 29New 90-day high: R7.19The company is up 10.0% from its price of R6.52 on 01 July 2020. The South African market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 5.0% over the same period.