Blu Label Unlimited Group（BLU）株式概要Blue Label Telecoms Limited は、南アフリカ国内および国際的にプリペイド商品を提供し、バーチャル電子商材を販売している。 詳細BLU ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績0/6財務の健全性1/6配当金3/6リスク分析9.91%の配当は、利益やフリーキャッシュフローによって十分にカバーされていない 過去5年間で収益は年間15.7%減少しました。 すべてのリスクチェックを見るBLU Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueRCurrent PriceR8.7920.3% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-6b27b2016201920222025202620282031Revenue R12.4bEarnings R1.3bAdvancedSet Fair ValueView all narrativesBlu Label Unlimited Group Limited 競合他社Telkom SA SOCSymbol: JSE:TKGMarket cap: R29.4bCell C HoldingsSymbol: JSE:CCDMarket cap: R8.9bHangzhou Huaxing Chuangye Communication TechnologySymbol: SZSE:300025Market cap: CN¥2.8bB CommunicationsSymbol: OTCPK:BCOM.FMarket cap: US$452.0m価格と性能株価の高値、安値、推移の概要Blu Label Unlimited Group過去の株価現在の株価R8.7952週高値R18.3652週安値R8.24ベータ0.771ヶ月の変化-5.08%3ヶ月変化-7.18%1年変化-16.29%3年間の変化142.82%5年間の変化90.67%IPOからの変化2.21%最新ニュースお知らせ • 18hBlu Label Unlimited Group Limited to Report Fiscal Year 2026 Results on Aug 27, 2026Blu Label Unlimited Group Limited announced that they will report fiscal year 2026 results at 4:50 PM, South Africa Standard Time on Aug 27, 2026Buy Or Sell Opportunity • May 22Now 20% overvaluedOver the last 90 days, the stock has fallen 7.2% to R8.79. The fair value is estimated to be R7.30, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.2% over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • May 05Now 22% overvaluedOver the last 90 days, the stock has fallen 8.9% to R9.06. The fair value is estimated to be R7.42, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.2% over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Apr 01Now 20% overvaluedOver the last 90 days, the stock has fallen 19% to R8.50. The fair value is estimated to be R7.07, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.2% over the last 3 years. Meanwhile, the company became loss making.Upcoming Dividend • Mar 11Upcoming dividend of R0.44 per shareEligible shareholders must have bought the stock before 18 March 2026. Payment date: 23 March 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 9.2%. Within top quartile of South African dividend payers (7.7%). Higher than average of industry peers (4.6%).Reported Earnings • Mar 02First half 2026 earnings released: R5.56 loss per share (vs R0.44 profit in 1H 2025)First half 2026 results: R5.56 loss per share (down from R0.44 profit in 1H 2025). Revenue: R10.2b (up 44% from 1H 2025). Net loss: R5.00b (down R5.40b from profit in 1H 2025). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 35% per year, which means it is well ahead of earnings.最新情報をもっと見るRecent updatesお知らせ • 18hBlu Label Unlimited Group Limited to Report Fiscal Year 2026 Results on Aug 27, 2026Blu Label Unlimited Group Limited announced that they will report fiscal year 2026 results at 4:50 PM, South Africa Standard Time on Aug 27, 2026Buy Or Sell Opportunity • May 22Now 20% overvaluedOver the last 90 days, the stock has fallen 7.2% to R8.79. The fair value is estimated to be R7.30, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.2% over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • May 05Now 22% overvaluedOver the last 90 days, the stock has fallen 8.9% to R9.06. The fair value is estimated to be R7.42, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.2% over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Apr 01Now 20% overvaluedOver the last 90 days, the stock has fallen 19% to R8.50. The fair value is estimated to be R7.07, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.2% over the last 3 years. Meanwhile, the company became loss making.Upcoming Dividend • Mar 11Upcoming dividend of R0.44 per shareEligible shareholders must have bought the stock before 18 March 2026. Payment date: 23 March 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 9.2%. Within top quartile of South African dividend payers (7.7%). Higher than average of industry peers (4.6%).Reported Earnings • Mar 02First half 2026 earnings released: R5.56 loss per share (vs R0.44 profit in 1H 2025)First half 2026 results: R5.56 loss per share (down from R0.44 profit in 1H 2025). Revenue: R10.2b (up 44% from 1H 2025). Net loss: R5.00b (down R5.40b from profit in 1H 2025). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 35% per year, which means it is well ahead of earnings.New Risk • Feb 26New major risk - Revenue and earnings growthEarnings have declined by 16% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.お知らせ • Jan 09Blu Label Unlimited Group Limited to Report First Half, 2026 Results on Feb 25, 2026Blu Label Unlimited Group Limited announced that they will report first half, 2026 results on Feb 25, 2026Recent Insider Transactions • Nov 27Co-Founder recently bought R57m worth of stockOn the 25th of November, Brett Levy bought around 6m shares on-market at roughly R9.50 per share. This transaction amounted to 6.9% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Brett's only on-market trade for the last 12 months.Valuation Update With 7 Day Price Move • Nov 13Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to R10.85, the stock trades at a trailing P/E ratio of 3.9x. Average trailing P/E is 8x in the Telecom industry in Africa. Total returns to shareholders of 101% over the past three years.お知らせ • Oct 01Blu Label Unlimited Group Limited, Annual General Meeting, Nov 21, 2025Blu Label Unlimited Group Limited, Annual General Meeting, Nov 21, 2025.分析記事 • Sep 04We Don’t Think Blue Label Telecoms' (JSE:BLU) Earnings Should Make Shareholders Too ComfortableInvestors appear disappointed with Blue Label Telecoms Limited's ( JSE:BLU ) recent earnings, despite the decent...お知らせ • Sep 01Blue Label Telecoms Limited Announces Resignation of Johannes Sanyana Mthimunye as Independent Non-Executive Director, Chairman of the Audit, Risk and Compliance Committee, Effective 29 August 2025Blue Label Telecoms Limited announced that Mr. Johannes Sanyana Mthimunye has tendered his resignation as an Independent Non-Executive Director of the company and its subsidiaries, effective 29 August 2025. Mr. Mthimunye will also step down as Chairman of the Audit, Risk and Compliance Committee, as well as from all other board committees on which he served. Mr. Mthimunye has elected to step down in order to focus more fully on his role as Independent Chairman of the Board of Cell C. His transition marks a pivotal stage in the execution of Cell C's ongoing restructuring strategy, including the potential listing on the JSE. Mr. Mthimunye has been a valued member of the Blue Label board for over a decade, during which time he has made a significant and lasting contribution to the governance and strategic direction of the group.分析記事 • Aug 30Slammed 26% Blue Label Telecoms Limited (JSE:BLU) Screens Well Here But There Might Be A CatchThe Blue Label Telecoms Limited ( JSE:BLU ) share price has softened a substantial 26% over the previous 30 days...New Risk • Aug 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.4x net interest cover). High level of non-cash earnings (34% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (6.9% average weekly change).Reported Earnings • Aug 27Full year 2025 earnings released: EPS: R2.77 (vs R0.72 in FY 2024)Full year 2025 results: EPS: R2.77 (up from R0.72 in FY 2024). Revenue: R14.1b (down 1.0% from FY 2024). Net income: R2.48b (up 284% from FY 2024). Profit margin: 18% (up from 4.5% in FY 2024). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.New Risk • Aug 27New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 34% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.2x net interest cover). High level of non-cash earnings (34% accrual ratio).Valuation Update With 7 Day Price Move • Aug 27Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to R13.08, the stock trades at a trailing P/E ratio of 18.5x. Average trailing P/E is 8x in the Telecom industry in Africa. Total returns to shareholders of 109% over the past three years.お知らせ • Aug 07Blue Label Telecoms Limited to Report Fiscal Year 2025 Results on Aug 27, 2025Blue Label Telecoms Limited announced that they will report fiscal year 2025 results on Aug 27, 2025分析記事 • Jul 19Blue Label Telecoms (JSE:BLU) Might Be Having Difficulty Using Its Capital EffectivelyThere are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...分析記事 • May 17Blue Label Telecoms Limited (JSE:BLU) Stock Rockets 31% As Investors Are Less Pessimistic Than ExpectedBlue Label Telecoms Limited ( JSE:BLU ) shares have continued their recent momentum with a 31% gain in the last month...Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to R9.90, the stock trades at a trailing P/E ratio of 14x. Average trailing P/E is 8x in the Telecom industry in Africa. Total returns to shareholders of 121% over the past three years.分析記事 • Apr 10Does Blue Label Telecoms (JSE:BLU) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Feb 28Blue Label Telecoms (JSE:BLU) Will Want To Turn Around Its Return TrendsWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Reported Earnings • Feb 26First half 2025 earnings released: EPS: R0.44 (vs R0.46 in 1H 2024)First half 2025 results: EPS: R0.44 (down from R0.46 in 1H 2024). Revenue: R7.12b (down 4.4% from 1H 2024). Net income: R395.4m (down 2.7% from 1H 2024). Profit margin: 5.6% (up from 5.5% in 1H 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.お知らせ • Feb 18Blue Label Telecoms Limited to Report First Half, 2025 Results on Feb 20, 2025Blue Label Telecoms Limited announced that they will report first half, 2025 results on Feb 20, 2025分析記事 • Feb 13Blue Label Telecoms Limited's (JSE:BLU) 29% Price Boost Is Out Of Tune With EarningsBlue Label Telecoms Limited ( JSE:BLU ) shareholders have had their patience rewarded with a 29% share price jump in...分析記事 • Oct 11Here's Why Blue Label Telecoms (JSE:BLU) Is Weighed Down By Its Debt LoadThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • Sep 30Blue Label Telecoms Limited, Annual General Meeting, Nov 28, 2024Blue Label Telecoms Limited, Annual General Meeting, Nov 28, 2024.Reported Earnings • Aug 30Full year 2024 earnings released: EPS: R0.72 (vs R0.30 in FY 2023)Full year 2024 results: EPS: R0.72 (up from R0.30 in FY 2023). Revenue: R14.7b (down 21% from FY 2023). Net income: R647.4m (up 141% from FY 2023). Profit margin: 4.4% (up from 1.4% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 17% 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.Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 18%After last week's 18% share price gain to R5.05, the stock trades at a trailing P/E ratio of 6x. Average trailing P/E is 8x in the Telecom industry in Africa. Total loss to shareholders of 14% over the past three years.分析記事 • Mar 24Blue Label Telecoms Limited (JSE:BLU) Stock Rockets 28% But Many Are Still Ignoring The CompanyBlue Label Telecoms Limited ( JSE:BLU ) shareholders would be excited to see that the share price has had a great...Reported Earnings • Feb 26First half 2024 earnings released: EPS: R0.46 (vs R0.087 loss in 1H 2023)First half 2024 results: EPS: R0.46 (up from R0.087 loss in 1H 2023). Revenue: R7.45b (down 23% from 1H 2023). Net income: R406.4m (up R483.4m from 1H 2023). Profit margin: 5.5% (up from net loss in 1H 2023). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year and the company’s share price has also fallen by 10% per year.Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 19%After last week's 19% share price gain to R3.85, the stock trades at a trailing P/E ratio of 12.6x. Average trailing P/E is 12x in the Telecom industry in Africa. Total loss to shareholders of 2.5% over the past three years.分析記事 • Nov 28We Think Blue Label Telecoms (JSE:BLU) Is Taking Some Risk With Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...New Risk • Oct 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (33% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (7.3% average weekly change). Profit margins are more than 30% lower than last year (1.4% net profit margin).Recent Insider Transactions • Sep 15Co-Founder recently bought R3.8m worth of stockOn the 12th of September, Mark Levy bought around 1m shares on-market at roughly R2.82 per share. This transaction amounted to 1.7% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Mark's only on-market trade for the last 12 months.Reported Earnings • Sep 04Full year 2023 earnings released: EPS: R0.30 (vs R1.17 in FY 2022)Full year 2023 results: EPS: R0.30 (down from R1.17 in FY 2022). Revenue: R18.7b (up 7.4% from FY 2022). Net income: R269.0m (down 74% from FY 2022). Profit margin: 1.4% (down from 5.9% in FY 2022). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Recent Insider Transactions Derivative • Sep 03Co-Founder exercised options to buy R4.6m worth of stock.On the 31st of August, Mark Levy exercised options to buy 2m shares at a strike price of around R3.30, costing a total of R5.5m. This transaction amounted to 2.1% of their direct individual holding at the time of the trade. Mark currently holds 79.96m shares (0.09049267296179513 of the company). Company insiders have collectively bought R14m more than they sold, via options and on-market transactions, in the last 12 months.New Risk • Aug 27New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended November 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (55% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported November 2022 fiscal period end). Profit margins are more than 30% lower than last year (2.3% net profit margin).お知らせ • Aug 25Blue Label Telecoms Limited Provides Earnings Guidance for the Year Ended May 31, 2023Blue Label Telecoms Limited provides earnings guidance for the year ended May 31, 2023. For the period, the company expects Earnings per share to be 28.13 - 32.82 cents per share. Headline earnings per share to be 39.62 - 44.31 cents per share and Core headline earnings per share to be 43.13 - 47.97 cents per share.お知らせ • Jul 08Blue Label Telecoms Limited Appoints Happy Masondo as an Independent Non- Executive DirectorBlue Label Telecoms Limited advised that Ms Happy Masondo has been appointed as an independent non- executive director to the Blue Label Board and as a member of the Social, Ethics and Ms Happy Masondo is a qualified senior attorney and director, with specialist skills in renewable energy projects, information technology projects and public-private partnerships. Her expertise includes legal and regulatory project management skills including collation of relevant compliance tender documents, analysis and review of the legal and regulatory requirements. She is an experienced non-executive director and currently serves on the boards of Dis-Chem Pharmacies, Bright Light Solar VCC and is a trustee of Investec Entrepreneurship Development Trust.お知らせ • Jun 07Blue Label Telecoms Limited Announces Resignation of Kevin Murray Ellerine from Its Board of DirectorsBlue Label Telecoms Limited announced that Mr. Kevin Murray Ellerine will be resigning from the board of Blue Label and its subsidiaries, as well as the Blue Label committees he served on with effect from 5 June 2023.Valuation Update With 7 Day Price Move • Mar 02Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to R4.14, the stock trades at a trailing P/E ratio of 8.7x. Average trailing P/E is 9x in the Telecom industry in Africa. Total returns to shareholders of 69% over the past three years.Reported Earnings • Feb 25First half 2023 earnings released: R0.087 loss per share (vs R0.61 profit in 1H 2022)First half 2023 results: R0.087 loss per share (down from R0.61 profit in 1H 2022). Revenue: R9.84b (up 10% from 1H 2022). Net loss: R76.9m (down 115% from profit in 1H 2022). Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.分析記事 • Feb 23Does Blue Label Telecoms (JSE:BLU) Deserve A Spot On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...お知らせ • Feb 18Blue Label Telecoms Limited Provides Earnings Guidance for the Six Months Ended November 30, 2022Blue Label Telecoms Limited provided earnings guidance for the six months ended November 30, 2022. For the period, the company expected earnings per share to be in the range of negative 9.95 cents to negative 7.52 cents per share.お知らせ • Jan 25Blue Label Telecoms Limited to Report Fiscal Year 2023 Final Results on Sep 29, 2023Blue Label Telecoms Limited announced that they will report fiscal year 2023 final results on Sep 29, 2023お知らせ • Jan 24Blue Label Telecoms Limited, Annual General Meeting, Nov 23, 2023Blue Label Telecoms Limited, Annual General Meeting, Nov 23, 2023.分析記事 • Nov 18It's Unlikely That Blue Label Telecoms Limited's (JSE:BLU) CEO Will See A Huge Pay Rise This YearCEO Mark Levy has done a decent job of delivering relatively good performance at Blue Label Telecoms Limited ( JSE:BLU...お知らせ • Oct 01Blue Label Telecoms Limited, Annual General Meeting, Nov 24, 2022Blue Label Telecoms Limited, Annual General Meeting, Nov 24, 2022, at 10:00 South Africa Standard Time.Recent Insider Transactions Derivative • Sep 04Co-Founder exercised options to buy R13m worth of stock.On the 31st of August, Mark Levy exercised options to buy 2m shares at a strike price of around R6.50, costing a total of R14m. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. Mark currently holds 77.64m shares (0.08855182030993906 of the company). This was the only transaction from an insider over the last 12 months.Reported Earnings • Aug 28Full year 2022 earnings released: EPS: R1.17 (vs R0.92 in FY 2021)Full year 2022 results: EPS: R1.17 (up from R0.92 in FY 2021). Revenue: R17.4b (down 5.7% from FY 2021). Net income: R1.03b (up 28% from FY 2021). Profit margin: 5.9% (up from 4.4% in FY 2021). Over the last 3 years on average, earnings per share has increased by 118% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.分析記事 • Jul 08Estimating The Intrinsic Value Of Blue Label Telecoms Limited (JSE:BLU)In this article we are going to estimate the intrinsic value of Blue Label Telecoms Limited ( JSE:BLU ) by projecting...Valuation Update With 7 Day Price Move • May 26Investor sentiment improved over the past weekAfter last week's 16% share price gain to R5.20, the stock trades at a trailing P/E ratio of 4.9x. Average trailing P/E is 7x in the Telecom industry in Africa. Total returns to shareholders of 39% over the past three years.Buying Opportunity • Apr 08Now 21% undervaluedOver the last 90 days, the stock is up 13%. The fair value is estimated to be R7.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Meanwhile, the company has become profitable.分析記事 • Mar 14Improved Earnings Required Before Blue Label Telecoms Limited (JSE:BLU) Stock's 26% Jump Looks JustifiedDespite an already strong run, Blue Label Telecoms Limited ( JSE:BLU ) shares have been powering on, with a gain of 26...Valuation Update With 7 Day Price Move • Mar 03Investor sentiment improved over the past weekAfter last week's 16% share price gain to R5.90, the stock trades at a trailing P/E ratio of 5.6x. Average trailing P/E is 10x in the Commercial Services industry in Africa. Total returns to shareholders of 51% over the past three years.分析記事 • Mar 02Why Blue Label Telecoms' (JSE:BLU) Earnings Are Better Than They SeemInvestors signalled that they were pleased with Blue Label Telecoms Limited's ( JSE:BLU ) most recent earnings report...Reported Earnings • Feb 24First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down R412.6m from profit in 1H 2021). Profit margin: (down from 4.4% in 1H 2021). The decrease in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 27Full year 2021 earnings released: EPS R0.95 (vs R0.25 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: R18.9b (down 9.3% from FY 2020). Net income: R805.3m (up 255% from FY 2020). Profit margin: 4.3% (up from 1.1% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Aug 21Blue Label Telecoms Limited Provides Earnings Guidance for the Year Ended May 31, 2021Blue Label Telecoms Limited provided earnings guidance for the year ended May 31, 2021. For the year, the company expected shareholders are advised that basic, headline and core headline earnings per share for the year ended 31 May 2021 will increase by more than 20% in comparison to the year ended 31 May 2020. The company expects earnings per share in range of 94.27 cents to 94.83 cents against 13.89 cents a year ago.Valuation Update With 7 Day Price Move • Aug 18Investor sentiment improved over the past weekAfter last week's 18% share price gain to R5.88, the stock trades at a trailing P/E ratio of 18.8x. Average trailing P/E is 15x in the Commercial Services industry in Africa. Total loss to shareholders of 14% over the past three years.Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improved over the past weekAfter last week's 15% share price gain to R4.86, the stock trades at a trailing P/E ratio of 15.6x. Average trailing P/E is 15x in the Commercial Services industry in Africa. Total loss to shareholders of 48% over the past three years.Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to R4.13, the stock trades at a trailing P/E ratio of 13.2x. Average trailing P/E is 11x in the Commercial Services industry in Africa. Total loss to shareholders of 68% over the past three years.Is New 90 Day High Low • Feb 06New 90-day high: R4.84The company is up 26% from its price of R3.85 on 06 November 2020. The South African market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 25% over the same period.Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improved over the past weekAfter last week's 15% share price gain to R4.45, the stock is trading at a trailing P/E ratio of 17.6x, up from the previous P/E ratio of 15.3x. This compares to an average P/E of 13x in the Commercial Services industry in Africa. Total return to shareholders over the past three years is a loss of 68%.Is New 90 Day High Low • Jan 19New 90-day high: R4.39The company is up 14% from its price of R3.85 on 21 October 2020. The South African market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 6.0% over the same period.お知らせ • Dec 11Blue Label Telecoms Limited to Report First Half, 2021 Results on Feb 26, 2021Blue Label Telecoms Limited announced that they will report first half, 2021 results on Feb 26, 2021Is New 90 Day High Low • Nov 20New 90-day high: R3.99The company is up 49% from its price of R2.68 on 21 August 2020. The South African market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 37% over the same period.Is New 90 Day High Low • Oct 07New 90-day high: R3.76The company is up 30% from its price of R2.90 on 09 July 2020. The South African market is down 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 10.0% over the same period.Is New 90 Day High Low • Sep 22New 90-day high: R3.50The company is up 23% from its price of R2.84 on 24 June 2020. The South African market is down 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 6.0% over the same period.お知らせ • Sep 19Blue Label Telecoms Limited Appoints Nomavuso Mnxasana as Independent Non Executive Director to the Blue Label Board and as A Member to Blue Label Audit, Risk and Compliance CommitteeBlue Label Telecoms Limited announced that, shareholders are advised that Ms. Nomavuso Mnxasana has been appointed as an independent non-executive director to the company board and as a member to the Audit, Risk and Compliance Committee with effect from 18 September 2020. Ms. Mnxasana was a senior partner and member of the executive committee of SizweNtsaluba VSP before serving a group audit and risk executive at Imperial Holdings Limited. Currently holds directorships at Barloworld Limited, Arcelor Mittal SA Limited and Industrial Development Corporation of South Africa Limited.お知らせ • Sep 01+ 1 more updateDNI-4PL Contracts (Pty) Ltd completed the acquisition of 85% stake in Blue Label Mobile Group Proprietary Limited from Blue Label Telecoms Limited (JSE:BLU).DNI-4PL Contracts (Pty) Ltd entered into a sale of shares agreement to acquire 85% stake in Blue Label Mobile Group Proprietary Limited from Blue Label Telecoms Limited (JSE:BLU) for approximately ZAR 530 million on September 25, 2019. VAS Operations comprises companies that currently form part of Blue Label Mobile as well as certain smaller companies which will be consolidated under Blue Label Mobile prior to the implementation of the VAS Operations Transaction. The consideration payable by DNI to Blue Label is ZAR 350 million; plus ZAR 100 million which shall escalate at the prime rate of interest plus 2% (compounding annually in arrears) from the fifth business day after the date on which all Suspensive Conditions (as defined below) are met and the date upon which the board of directors of Cell C Limited resolve that Cell C passes the solvency and liquidity test; plus all amounts paid by Blue Label Mobile in respect of the Blue Label Mobile’s acquisition of 50% of the issued ordinary shares of each of Hyve Mobile Proprietary Limited and Mobile Content Africa Limited (expected to be ZAR 84.2 million plus interest thereon). In a related deal, DNI-4PL Contracts (Pty) Ltd entered into a sale of shares agreement to acquire 3G Mobile (Pty) Ltd from The Prepaid Company (Pty) Ltd. The deal is subject to by not later than October 4, 2019 the 15% minority shareholder in Blue Label Mobile shall have irrevocably and unconditionally consented to the VAS Operations Transaction; by no later than October 25, 2019, various financial and management accounts are delivered to DNI and to DNI's satisfaction; by not later than October 31, 2019 the relevant third parties to the material agreements shall have consented to the change of control over Blue Label Mobile that will result from the VAS Operations Transaction; Investec Bank Limited (“Investec”) consents in writing to the VAS Operations Transaction; to the extent required, a resolution in terms of which the shareholders of Blue Label approve the VAS Operations Transaction in shall have been passed; and the regulatory approvals, if any, required by inter-alia Independent Communications Authority of South Africa “(“ICASA”), the competition authorities, the Financial Surveillance Department of the South African Reserve Bank and the Takeover Regulation Panel established in terms of the Companies Act ("TRP") for the implementation of the VAS Operations Transaction shall have been granted, to the extent required by DNI. The Board is unanimously of the opinion that the terms and conditions thereof are fair to and in the interest of Shareholders and, accordingly, recommend that Shareholders vote in favour of the resolution to be proposed at the General Meeting. The deal is approved by shareholders of Blue Label Telecoms Limited on December 4, 2019. All suspensive conditions relating to the disposal of Blue Label’s VAS Operations have been fulfilled on April 30, 2020. The funds obtained from the transactions will be applied to reduce Blue Label’s current interest-bearing debt. Investec Bank Limited acted as financial advisor, Werksmans Inc acted as legal advisor for Blue Label Telecoms Limited and CDH acted as legal advisor for DNI. Computershare Investor Services Proprietary Limited acted as transfer secretary and PricewaterhouseCoopers Inc. acted as auditor for Blue Label Telecoms Limited. DNI-4PL Contracts (Pty) Ltd completed the acquisition of 85% stake in Blue Label Mobile Group Proprietary Limited from Blue Label Telecoms Limited (JSE:BLU) on April 30, 2020.お知らせ • Aug 10Blue Label Telecoms Limited to Report Fiscal Year 2020 Results on Aug 27, 2020Blue Label Telecoms Limited announced that they will report fiscal year 2020 results on Aug 27, 2020株主還元BLUZA TelecomZA 市場7D4.4%-0.5%-0.8%1Y-16.3%11.2%17.8%株主還元を見る業界別リターン: BLU過去 1 年間で11.2 % の収益を上げたZA Telecom業界を下回りました。リターン対市場: BLUは、過去 1 年間で17.8 % のリターンを上げたZA市場を下回りました。価格変動Is BLU's price volatile compared to industry and market?BLU volatilityBLU Average Weekly Movement6.0%Telecom Industry Average Movement4.6%Market Average Movement5.0%10% most volatile stocks in ZA Market10.6%10% least volatile stocks in ZA Market3.5%安定した株価: BLU 、 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: BLUの 週次ボラティリティ ( 6% ) 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20011,123Mark Levywww.bluelabeltelecoms.co.zaBlue Label Telecoms Limited はプリペイド製品を提供し、南アフリカおよび国際的に仮想電子商材を流通させている。同社独自のプラットフォームにより、モバイルネットワーク、公共事業、銀行、小売業者、石油会社、POS機器などがデジタル経済の利点にアクセスできる。同社は、バウチャーまたはPINベースのエアタイム、PINレスまたはダイレクトトップアップエアタイム、PINベースのプリペイド電力バウチャーであるUniPINを提供し、スターターパックも配布している。同社はまた、SMSメッセージング、非構造化補足サービスデータ、オンライン課金サービス、顧客がサポートやセールスのために企業と直接コミュニケーションするためのチャネルであるLiveChatを含むCellfindメッセージングポータルや、モバイルアプリケーション、 mobiサイト、モバイルバンキング用のステートメントと支払いソリューションで構成されるCellfindモバイル金融サービスを提供している。さらに、モバイルパニックボタンを含むCellfind位置情報サービス、緊急サービスモバイルアプリケーションであるCellfind Assist、GSMベースの友人・家族検索サービスであるFamily Finderを提供している。また、ハードウェアとしては、バルクバウチャー、自動販売機、POS・タッチスクリーン端末、メディア広告ソリューションとしては、バウチャー広告とビルボード広告ソリューションを提供している。さらに、クリケット、ラグビー、サッカー、モータースポーツ、サイクルレース、コンサート、フェスティバル、ライフスタイル・イベント、旅行、駐車場、パーク＆ライドのチケット販売、アクセス管理、顧客関係管理サービスの提供、メディアを通じたモバイル製品、サービス、コンテンツの提供も行っている。同社は2001年に設立され、南アフリカのヨハネスブルグに本社を置いている。もっと見るBlu Label Unlimited Group Limited 基礎のまとめBlu Label Unlimited Group の収益と売上を時価総額と比較するとどうか。BLU 基礎統計学時価総額R7.98b収益（TTM）-R2.91b売上高(TTM)R16.91b0.5xP/Sレシオ-2.7xPER（株価収益率BLU は割高か？公正価値と評価分析を参照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BLU 損益計算書（TTM）収益R16.91b売上原価R12.68b売上総利益R4.23bその他の費用R7.15b収益-R2.91b直近の収益報告Nov 30, 2025次回決算日Aug 27, 2026一株当たり利益（EPS）-3.21グロス・マージン25.03%純利益率-17.23%有利子負債／自己資本比率189.2%BLU 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9.9%現在の配当利回り-13%配当性向View Valuation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2026/05/23 01:09終値2026/05/22 00:00収益2025/11/30年間収益2025/05/31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Blu Label Unlimited Group Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4 アナリスト機関Jaap MeijerArqaam Capital Research Offshore S.A.L.Ian BrinkArqaam Capital Research Offshore S.A.L.Guy PeddyMacquarie Research1 その他のアナリストを表示
お知らせ • 18hBlu Label Unlimited Group Limited to Report Fiscal Year 2026 Results on Aug 27, 2026Blu Label Unlimited Group Limited announced that they will report fiscal year 2026 results at 4:50 PM, South Africa Standard Time on Aug 27, 2026
Buy Or Sell Opportunity • May 22Now 20% overvaluedOver the last 90 days, the stock has fallen 7.2% to R8.79. The fair value is estimated to be R7.30, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.2% over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • May 05Now 22% overvaluedOver the last 90 days, the stock has fallen 8.9% to R9.06. The fair value is estimated to be R7.42, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.2% over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Apr 01Now 20% overvaluedOver the last 90 days, the stock has fallen 19% to R8.50. The fair value is estimated to be R7.07, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.2% over the last 3 years. Meanwhile, the company became loss making.
Upcoming Dividend • Mar 11Upcoming dividend of R0.44 per shareEligible shareholders must have bought the stock before 18 March 2026. Payment date: 23 March 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 9.2%. Within top quartile of South African dividend payers (7.7%). Higher than average of industry peers (4.6%).
Reported Earnings • Mar 02First half 2026 earnings released: R5.56 loss per share (vs R0.44 profit in 1H 2025)First half 2026 results: R5.56 loss per share (down from R0.44 profit in 1H 2025). Revenue: R10.2b (up 44% from 1H 2025). Net loss: R5.00b (down R5.40b from profit in 1H 2025). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 35% per year, which means it is well ahead of earnings.
お知らせ • 18hBlu Label Unlimited Group Limited to Report Fiscal Year 2026 Results on Aug 27, 2026Blu Label Unlimited Group Limited announced that they will report fiscal year 2026 results at 4:50 PM, South Africa Standard Time on Aug 27, 2026
Buy Or Sell Opportunity • May 22Now 20% overvaluedOver the last 90 days, the stock has fallen 7.2% to R8.79. The fair value is estimated to be R7.30, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.2% over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • May 05Now 22% overvaluedOver the last 90 days, the stock has fallen 8.9% to R9.06. The fair value is estimated to be R7.42, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.2% over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Apr 01Now 20% overvaluedOver the last 90 days, the stock has fallen 19% to R8.50. The fair value is estimated to be R7.07, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.2% over the last 3 years. Meanwhile, the company became loss making.
Upcoming Dividend • Mar 11Upcoming dividend of R0.44 per shareEligible shareholders must have bought the stock before 18 March 2026. Payment date: 23 March 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 9.2%. Within top quartile of South African dividend payers (7.7%). Higher than average of industry peers (4.6%).
Reported Earnings • Mar 02First half 2026 earnings released: R5.56 loss per share (vs R0.44 profit in 1H 2025)First half 2026 results: R5.56 loss per share (down from R0.44 profit in 1H 2025). Revenue: R10.2b (up 44% from 1H 2025). Net loss: R5.00b (down R5.40b from profit in 1H 2025). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 35% per year, which means it is well ahead of earnings.
New Risk • Feb 26New major risk - Revenue and earnings growthEarnings have declined by 16% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
お知らせ • Jan 09Blu Label Unlimited Group Limited to Report First Half, 2026 Results on Feb 25, 2026Blu Label Unlimited Group Limited announced that they will report first half, 2026 results on Feb 25, 2026
Recent Insider Transactions • Nov 27Co-Founder recently bought R57m worth of stockOn the 25th of November, Brett Levy bought around 6m shares on-market at roughly R9.50 per share. This transaction amounted to 6.9% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Brett's only on-market trade for the last 12 months.
Valuation Update With 7 Day Price Move • Nov 13Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to R10.85, the stock trades at a trailing P/E ratio of 3.9x. Average trailing P/E is 8x in the Telecom industry in Africa. Total returns to shareholders of 101% over the past three years.
お知らせ • Oct 01Blu Label Unlimited Group Limited, Annual General Meeting, Nov 21, 2025Blu Label Unlimited Group Limited, Annual General Meeting, Nov 21, 2025.
分析記事 • Sep 04We Don’t Think Blue Label Telecoms' (JSE:BLU) Earnings Should Make Shareholders Too ComfortableInvestors appear disappointed with Blue Label Telecoms Limited's ( JSE:BLU ) recent earnings, despite the decent...
お知らせ • Sep 01Blue Label Telecoms Limited Announces Resignation of Johannes Sanyana Mthimunye as Independent Non-Executive Director, Chairman of the Audit, Risk and Compliance Committee, Effective 29 August 2025Blue Label Telecoms Limited announced that Mr. Johannes Sanyana Mthimunye has tendered his resignation as an Independent Non-Executive Director of the company and its subsidiaries, effective 29 August 2025. Mr. Mthimunye will also step down as Chairman of the Audit, Risk and Compliance Committee, as well as from all other board committees on which he served. Mr. Mthimunye has elected to step down in order to focus more fully on his role as Independent Chairman of the Board of Cell C. His transition marks a pivotal stage in the execution of Cell C's ongoing restructuring strategy, including the potential listing on the JSE. Mr. Mthimunye has been a valued member of the Blue Label board for over a decade, during which time he has made a significant and lasting contribution to the governance and strategic direction of the group.
分析記事 • Aug 30Slammed 26% Blue Label Telecoms Limited (JSE:BLU) Screens Well Here But There Might Be A CatchThe Blue Label Telecoms Limited ( JSE:BLU ) share price has softened a substantial 26% over the previous 30 days...
New Risk • Aug 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.4x net interest cover). High level of non-cash earnings (34% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (6.9% average weekly change).
Reported Earnings • Aug 27Full year 2025 earnings released: EPS: R2.77 (vs R0.72 in FY 2024)Full year 2025 results: EPS: R2.77 (up from R0.72 in FY 2024). Revenue: R14.1b (down 1.0% from FY 2024). Net income: R2.48b (up 284% from FY 2024). Profit margin: 18% (up from 4.5% in FY 2024). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
New Risk • Aug 27New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 34% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.2x net interest cover). High level of non-cash earnings (34% accrual ratio).
Valuation Update With 7 Day Price Move • Aug 27Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to R13.08, the stock trades at a trailing P/E ratio of 18.5x. Average trailing P/E is 8x in the Telecom industry in Africa. Total returns to shareholders of 109% over the past three years.
お知らせ • Aug 07Blue Label Telecoms Limited to Report Fiscal Year 2025 Results on Aug 27, 2025Blue Label Telecoms Limited announced that they will report fiscal year 2025 results on Aug 27, 2025
分析記事 • Jul 19Blue Label Telecoms (JSE:BLU) Might Be Having Difficulty Using Its Capital EffectivelyThere are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
分析記事 • May 17Blue Label Telecoms Limited (JSE:BLU) Stock Rockets 31% As Investors Are Less Pessimistic Than ExpectedBlue Label Telecoms Limited ( JSE:BLU ) shares have continued their recent momentum with a 31% gain in the last month...
Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to R9.90, the stock trades at a trailing P/E ratio of 14x. Average trailing P/E is 8x in the Telecom industry in Africa. Total returns to shareholders of 121% over the past three years.
分析記事 • Apr 10Does Blue Label Telecoms (JSE:BLU) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Feb 28Blue Label Telecoms (JSE:BLU) Will Want To Turn Around Its Return TrendsWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Reported Earnings • Feb 26First half 2025 earnings released: EPS: R0.44 (vs R0.46 in 1H 2024)First half 2025 results: EPS: R0.44 (down from R0.46 in 1H 2024). Revenue: R7.12b (down 4.4% from 1H 2024). Net income: R395.4m (down 2.7% from 1H 2024). Profit margin: 5.6% (up from 5.5% in 1H 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
お知らせ • Feb 18Blue Label Telecoms Limited to Report First Half, 2025 Results on Feb 20, 2025Blue Label Telecoms Limited announced that they will report first half, 2025 results on Feb 20, 2025
分析記事 • Feb 13Blue Label Telecoms Limited's (JSE:BLU) 29% Price Boost Is Out Of Tune With EarningsBlue Label Telecoms Limited ( JSE:BLU ) shareholders have had their patience rewarded with a 29% share price jump in...
分析記事 • Oct 11Here's Why Blue Label Telecoms (JSE:BLU) Is Weighed Down By Its Debt LoadThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • Sep 30Blue Label Telecoms Limited, Annual General Meeting, Nov 28, 2024Blue Label Telecoms Limited, Annual General Meeting, Nov 28, 2024.
Reported Earnings • Aug 30Full year 2024 earnings released: EPS: R0.72 (vs R0.30 in FY 2023)Full year 2024 results: EPS: R0.72 (up from R0.30 in FY 2023). Revenue: R14.7b (down 21% from FY 2023). Net income: R647.4m (up 141% from FY 2023). Profit margin: 4.4% (up from 1.4% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 17% 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.
Valuation Update With 7 Day Price Move • Aug 21Investor sentiment improves as stock rises 18%After last week's 18% share price gain to R5.05, the stock trades at a trailing P/E ratio of 6x. Average trailing P/E is 8x in the Telecom industry in Africa. Total loss to shareholders of 14% over the past three years.
分析記事 • Mar 24Blue Label Telecoms Limited (JSE:BLU) Stock Rockets 28% But Many Are Still Ignoring The CompanyBlue Label Telecoms Limited ( JSE:BLU ) shareholders would be excited to see that the share price has had a great...
Reported Earnings • Feb 26First half 2024 earnings released: EPS: R0.46 (vs R0.087 loss in 1H 2023)First half 2024 results: EPS: R0.46 (up from R0.087 loss in 1H 2023). Revenue: R7.45b (down 23% from 1H 2023). Net income: R406.4m (up R483.4m from 1H 2023). Profit margin: 5.5% (up from net loss in 1H 2023). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year and the company’s share price has also fallen by 10% per year.
Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 19%After last week's 19% share price gain to R3.85, the stock trades at a trailing P/E ratio of 12.6x. Average trailing P/E is 12x in the Telecom industry in Africa. Total loss to shareholders of 2.5% over the past three years.
分析記事 • Nov 28We Think Blue Label Telecoms (JSE:BLU) Is Taking Some Risk With Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
New Risk • Oct 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (33% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (7.3% average weekly change). Profit margins are more than 30% lower than last year (1.4% net profit margin).
Recent Insider Transactions • Sep 15Co-Founder recently bought R3.8m worth of stockOn the 12th of September, Mark Levy bought around 1m shares on-market at roughly R2.82 per share. This transaction amounted to 1.7% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Mark's only on-market trade for the last 12 months.
Reported Earnings • Sep 04Full year 2023 earnings released: EPS: R0.30 (vs R1.17 in FY 2022)Full year 2023 results: EPS: R0.30 (down from R1.17 in FY 2022). Revenue: R18.7b (up 7.4% from FY 2022). Net income: R269.0m (down 74% from FY 2022). Profit margin: 1.4% (down from 5.9% in FY 2022). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Recent Insider Transactions Derivative • Sep 03Co-Founder exercised options to buy R4.6m worth of stock.On the 31st of August, Mark Levy exercised options to buy 2m shares at a strike price of around R3.30, costing a total of R5.5m. This transaction amounted to 2.1% of their direct individual holding at the time of the trade. Mark currently holds 79.96m shares (0.09049267296179513 of the company). Company insiders have collectively bought R14m more than they sold, via options and on-market transactions, in the last 12 months.
New Risk • Aug 27New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended November 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (55% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported November 2022 fiscal period end). Profit margins are more than 30% lower than last year (2.3% net profit margin).
お知らせ • Aug 25Blue Label Telecoms Limited Provides Earnings Guidance for the Year Ended May 31, 2023Blue Label Telecoms Limited provides earnings guidance for the year ended May 31, 2023. For the period, the company expects Earnings per share to be 28.13 - 32.82 cents per share. Headline earnings per share to be 39.62 - 44.31 cents per share and Core headline earnings per share to be 43.13 - 47.97 cents per share.
お知らせ • Jul 08Blue Label Telecoms Limited Appoints Happy Masondo as an Independent Non- Executive DirectorBlue Label Telecoms Limited advised that Ms Happy Masondo has been appointed as an independent non- executive director to the Blue Label Board and as a member of the Social, Ethics and Ms Happy Masondo is a qualified senior attorney and director, with specialist skills in renewable energy projects, information technology projects and public-private partnerships. Her expertise includes legal and regulatory project management skills including collation of relevant compliance tender documents, analysis and review of the legal and regulatory requirements. She is an experienced non-executive director and currently serves on the boards of Dis-Chem Pharmacies, Bright Light Solar VCC and is a trustee of Investec Entrepreneurship Development Trust.
お知らせ • Jun 07Blue Label Telecoms Limited Announces Resignation of Kevin Murray Ellerine from Its Board of DirectorsBlue Label Telecoms Limited announced that Mr. Kevin Murray Ellerine will be resigning from the board of Blue Label and its subsidiaries, as well as the Blue Label committees he served on with effect from 5 June 2023.
Valuation Update With 7 Day Price Move • Mar 02Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to R4.14, the stock trades at a trailing P/E ratio of 8.7x. Average trailing P/E is 9x in the Telecom industry in Africa. Total returns to shareholders of 69% over the past three years.
Reported Earnings • Feb 25First half 2023 earnings released: R0.087 loss per share (vs R0.61 profit in 1H 2022)First half 2023 results: R0.087 loss per share (down from R0.61 profit in 1H 2022). Revenue: R9.84b (up 10% from 1H 2022). Net loss: R76.9m (down 115% from profit in 1H 2022). Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
分析記事 • Feb 23Does Blue Label Telecoms (JSE:BLU) Deserve A Spot On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
お知らせ • Feb 18Blue Label Telecoms Limited Provides Earnings Guidance for the Six Months Ended November 30, 2022Blue Label Telecoms Limited provided earnings guidance for the six months ended November 30, 2022. For the period, the company expected earnings per share to be in the range of negative 9.95 cents to negative 7.52 cents per share.
お知らせ • Jan 25Blue Label Telecoms Limited to Report Fiscal Year 2023 Final Results on Sep 29, 2023Blue Label Telecoms Limited announced that they will report fiscal year 2023 final results on Sep 29, 2023
お知らせ • Jan 24Blue Label Telecoms Limited, Annual General Meeting, Nov 23, 2023Blue Label Telecoms Limited, Annual General Meeting, Nov 23, 2023.
分析記事 • Nov 18It's Unlikely That Blue Label Telecoms Limited's (JSE:BLU) CEO Will See A Huge Pay Rise This YearCEO Mark Levy has done a decent job of delivering relatively good performance at Blue Label Telecoms Limited ( JSE:BLU...
お知らせ • Oct 01Blue Label Telecoms Limited, Annual General Meeting, Nov 24, 2022Blue Label Telecoms Limited, Annual General Meeting, Nov 24, 2022, at 10:00 South Africa Standard Time.
Recent Insider Transactions Derivative • Sep 04Co-Founder exercised options to buy R13m worth of stock.On the 31st of August, Mark Levy exercised options to buy 2m shares at a strike price of around R6.50, costing a total of R14m. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. Mark currently holds 77.64m shares (0.08855182030993906 of the company). This was the only transaction from an insider over the last 12 months.
Reported Earnings • Aug 28Full year 2022 earnings released: EPS: R1.17 (vs R0.92 in FY 2021)Full year 2022 results: EPS: R1.17 (up from R0.92 in FY 2021). Revenue: R17.4b (down 5.7% from FY 2021). Net income: R1.03b (up 28% from FY 2021). Profit margin: 5.9% (up from 4.4% in FY 2021). Over the last 3 years on average, earnings per share has increased by 118% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.
分析記事 • Jul 08Estimating The Intrinsic Value Of Blue Label Telecoms Limited (JSE:BLU)In this article we are going to estimate the intrinsic value of Blue Label Telecoms Limited ( JSE:BLU ) by projecting...
Valuation Update With 7 Day Price Move • May 26Investor sentiment improved over the past weekAfter last week's 16% share price gain to R5.20, the stock trades at a trailing P/E ratio of 4.9x. Average trailing P/E is 7x in the Telecom industry in Africa. Total returns to shareholders of 39% over the past three years.
Buying Opportunity • Apr 08Now 21% undervaluedOver the last 90 days, the stock is up 13%. The fair value is estimated to be R7.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Meanwhile, the company has become profitable.
分析記事 • Mar 14Improved Earnings Required Before Blue Label Telecoms Limited (JSE:BLU) Stock's 26% Jump Looks JustifiedDespite an already strong run, Blue Label Telecoms Limited ( JSE:BLU ) shares have been powering on, with a gain of 26...
Valuation Update With 7 Day Price Move • Mar 03Investor sentiment improved over the past weekAfter last week's 16% share price gain to R5.90, the stock trades at a trailing P/E ratio of 5.6x. Average trailing P/E is 10x in the Commercial Services industry in Africa. Total returns to shareholders of 51% over the past three years.
分析記事 • Mar 02Why Blue Label Telecoms' (JSE:BLU) Earnings Are Better Than They SeemInvestors signalled that they were pleased with Blue Label Telecoms Limited's ( JSE:BLU ) most recent earnings report...
Reported Earnings • Feb 24First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down R412.6m from profit in 1H 2021). Profit margin: (down from 4.4% in 1H 2021). The decrease in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 27Full year 2021 earnings released: EPS R0.95 (vs R0.25 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: R18.9b (down 9.3% from FY 2020). Net income: R805.3m (up 255% from FY 2020). Profit margin: 4.3% (up from 1.1% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Aug 21Blue Label Telecoms Limited Provides Earnings Guidance for the Year Ended May 31, 2021Blue Label Telecoms Limited provided earnings guidance for the year ended May 31, 2021. For the year, the company expected shareholders are advised that basic, headline and core headline earnings per share for the year ended 31 May 2021 will increase by more than 20% in comparison to the year ended 31 May 2020. The company expects earnings per share in range of 94.27 cents to 94.83 cents against 13.89 cents a year ago.
Valuation Update With 7 Day Price Move • Aug 18Investor sentiment improved over the past weekAfter last week's 18% share price gain to R5.88, the stock trades at a trailing P/E ratio of 18.8x. Average trailing P/E is 15x in the Commercial Services industry in Africa. Total loss to shareholders of 14% over the past three years.
Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improved over the past weekAfter last week's 15% share price gain to R4.86, the stock trades at a trailing P/E ratio of 15.6x. Average trailing P/E is 15x in the Commercial Services industry in Africa. Total loss to shareholders of 48% over the past three years.
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to R4.13, the stock trades at a trailing P/E ratio of 13.2x. Average trailing P/E is 11x in the Commercial Services industry in Africa. Total loss to shareholders of 68% over the past three years.
Is New 90 Day High Low • Feb 06New 90-day high: R4.84The company is up 26% from its price of R3.85 on 06 November 2020. The South African market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 25% over the same period.
Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improved over the past weekAfter last week's 15% share price gain to R4.45, the stock is trading at a trailing P/E ratio of 17.6x, up from the previous P/E ratio of 15.3x. This compares to an average P/E of 13x in the Commercial Services industry in Africa. Total return to shareholders over the past three years is a loss of 68%.
Is New 90 Day High Low • Jan 19New 90-day high: R4.39The company is up 14% from its price of R3.85 on 21 October 2020. The South African market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 6.0% over the same period.
お知らせ • Dec 11Blue Label Telecoms Limited to Report First Half, 2021 Results on Feb 26, 2021Blue Label Telecoms Limited announced that they will report first half, 2021 results on Feb 26, 2021
Is New 90 Day High Low • Nov 20New 90-day high: R3.99The company is up 49% from its price of R2.68 on 21 August 2020. The South African market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 37% over the same period.
Is New 90 Day High Low • Oct 07New 90-day high: R3.76The company is up 30% from its price of R2.90 on 09 July 2020. The South African market is down 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 10.0% over the same period.
Is New 90 Day High Low • Sep 22New 90-day high: R3.50The company is up 23% from its price of R2.84 on 24 June 2020. The South African market is down 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Commercial Services industry, which is up 6.0% over the same period.
お知らせ • Sep 19Blue Label Telecoms Limited Appoints Nomavuso Mnxasana as Independent Non Executive Director to the Blue Label Board and as A Member to Blue Label Audit, Risk and Compliance CommitteeBlue Label Telecoms Limited announced that, shareholders are advised that Ms. Nomavuso Mnxasana has been appointed as an independent non-executive director to the company board and as a member to the Audit, Risk and Compliance Committee with effect from 18 September 2020. Ms. Mnxasana was a senior partner and member of the executive committee of SizweNtsaluba VSP before serving a group audit and risk executive at Imperial Holdings Limited. Currently holds directorships at Barloworld Limited, Arcelor Mittal SA Limited and Industrial Development Corporation of South Africa Limited.
お知らせ • Sep 01+ 1 more updateDNI-4PL Contracts (Pty) Ltd completed the acquisition of 85% stake in Blue Label Mobile Group Proprietary Limited from Blue Label Telecoms Limited (JSE:BLU).DNI-4PL Contracts (Pty) Ltd entered into a sale of shares agreement to acquire 85% stake in Blue Label Mobile Group Proprietary Limited from Blue Label Telecoms Limited (JSE:BLU) for approximately ZAR 530 million on September 25, 2019. VAS Operations comprises companies that currently form part of Blue Label Mobile as well as certain smaller companies which will be consolidated under Blue Label Mobile prior to the implementation of the VAS Operations Transaction. The consideration payable by DNI to Blue Label is ZAR 350 million; plus ZAR 100 million which shall escalate at the prime rate of interest plus 2% (compounding annually in arrears) from the fifth business day after the date on which all Suspensive Conditions (as defined below) are met and the date upon which the board of directors of Cell C Limited resolve that Cell C passes the solvency and liquidity test; plus all amounts paid by Blue Label Mobile in respect of the Blue Label Mobile’s acquisition of 50% of the issued ordinary shares of each of Hyve Mobile Proprietary Limited and Mobile Content Africa Limited (expected to be ZAR 84.2 million plus interest thereon). In a related deal, DNI-4PL Contracts (Pty) Ltd entered into a sale of shares agreement to acquire 3G Mobile (Pty) Ltd from The Prepaid Company (Pty) Ltd. The deal is subject to by not later than October 4, 2019 the 15% minority shareholder in Blue Label Mobile shall have irrevocably and unconditionally consented to the VAS Operations Transaction; by no later than October 25, 2019, various financial and management accounts are delivered to DNI and to DNI's satisfaction; by not later than October 31, 2019 the relevant third parties to the material agreements shall have consented to the change of control over Blue Label Mobile that will result from the VAS Operations Transaction; Investec Bank Limited (“Investec”) consents in writing to the VAS Operations Transaction; to the extent required, a resolution in terms of which the shareholders of Blue Label approve the VAS Operations Transaction in shall have been passed; and the regulatory approvals, if any, required by inter-alia Independent Communications Authority of South Africa “(“ICASA”), the competition authorities, the Financial Surveillance Department of the South African Reserve Bank and the Takeover Regulation Panel established in terms of the Companies Act ("TRP") for the implementation of the VAS Operations Transaction shall have been granted, to the extent required by DNI. The Board is unanimously of the opinion that the terms and conditions thereof are fair to and in the interest of Shareholders and, accordingly, recommend that Shareholders vote in favour of the resolution to be proposed at the General Meeting. The deal is approved by shareholders of Blue Label Telecoms Limited on December 4, 2019. All suspensive conditions relating to the disposal of Blue Label’s VAS Operations have been fulfilled on April 30, 2020. The funds obtained from the transactions will be applied to reduce Blue Label’s current interest-bearing debt. Investec Bank Limited acted as financial advisor, Werksmans Inc acted as legal advisor for Blue Label Telecoms Limited and CDH acted as legal advisor for DNI. Computershare Investor Services Proprietary Limited acted as transfer secretary and PricewaterhouseCoopers Inc. acted as auditor for Blue Label Telecoms Limited. DNI-4PL Contracts (Pty) Ltd completed the acquisition of 85% stake in Blue Label Mobile Group Proprietary Limited from Blue Label Telecoms Limited (JSE:BLU) on April 30, 2020.
お知らせ • Aug 10Blue Label Telecoms Limited to Report Fiscal Year 2020 Results on Aug 27, 2020Blue Label Telecoms Limited announced that they will report fiscal year 2020 results on Aug 27, 2020
