View Future GrowthHuge Group 過去の業績過去 基準チェック /06Huge Groupの収益は年間平均-47.6%の割合で減少していますが、 Telecom業界の収益は年間 増加しています。収益は年間14.1% 58.6%割合で 減少しています。主要情報-47.59%収益成長率-47.87%EPS成長率Telecom 業界の成長-15.75%収益成長率-58.57%株主資本利益率-3.68%ネット・マージン-247.24%前回の決算情報31 Aug 2025最近の業績更新Reported Earnings • Dec 01First half 2026 earnings released: EPS: R0.20 (vs R0.19 in 1H 2025)First half 2026 results: EPS: R0.20 (up from R0.19 in 1H 2025). Net income: R34.8m (up 4.0% from 1H 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.分析記事 • Jun 08Why Huge Group's (JSE:HUG) Shaky Earnings Are Just The Beginning Of Its ProblemsThe subdued market reaction suggests that Huge Group Limited's ( JSE:HUG ) recent earnings didn't contain any...Reported Earnings • Nov 29First half 2023 earnings released: EPS: R0.42 (vs R2.73 in 1H 2022)First half 2023 results: EPS: R0.42 (down from R2.73 in 1H 2022). Net income: R73.2m (down 85% from 1H 2022). Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.お知らせ • Nov 26Huge Group Limited to Report First Half, 2023 Results on Nov 28, 2022Huge Group Limited announced that they will report first half, 2023 results on Nov 28, 2022Reported Earnings • Jun 02Full year 2022 earnings released: EPS: R3.00 (vs R0.23 in FY 2021)Full year 2022 results: EPS: R3.00 (up from R0.23 in FY 2021). Revenue: R179.6m (down 62% from FY 2021). Net income: R517.6m (up R479.1m from FY 2021). Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Reported Earnings • Dec 01First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: R2.73 (up from R0.069 in 1H 2021). Revenue: R3.30m (down 99% from 1H 2021). Net income: R476.5m (up R465.1m from 1H 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.すべての更新を表示Recent updatesお知らせ • May 10An undisclosed buyer acquired an unknown minority stake in Huge Group Limited (JSE:HUG) from UBS Group AG (SWX:UBSG).An undisclosed buyer acquired an unknown minority stake in Huge Group Limited (JSE:HUG) from UBS Group AG (SWX:UBSG) on May 8, 2026. UBS now holds 4.77% of Huge’s issued share capital. An undisclosed buyer completed the acquisition of an unknown minority stake in Huge Group Limited (JSE:HUG) from UBS Group AG (SWX:UBSG).Buy Or Sell Opportunity • Mar 04Now 28% undervaluedOver the last 90 days, the stock has risen 6.1% to R1.21. The fair value is estimated to be R1.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Feb 10Now 27% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to R1.17. The fair value is estimated to be R1.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Jan 13Now 22% undervaluedOver the last 90 days, the stock has risen 92% to R1.25. The fair value is estimated to be R1.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Dec 01First half 2026 earnings released: EPS: R0.20 (vs R0.19 in 1H 2025)First half 2026 results: EPS: R0.20 (up from R0.19 in 1H 2025). Net income: R34.8m (up 4.0% from 1H 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.New Risk • Sep 19New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: R132.9m (US$7.66m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (15% average weekly change). Earnings have declined by 29% per year over the past 5 years. Market cap is less than US$10m (R132.9m market cap, or US$7.66m). Minor Risk Revenue is less than US$5m (R47m revenue, or US$2.7m).Board Change • Sep 09Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Mary-Ann Boakye was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Recent Insider Transactions • Aug 29CEO & Executive Director recently bought R675k worth of stockOn the 26th of August, James Herbst bought around 500k shares on-market at roughly R1.35 per share. This transaction amounted to 3.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. James has been a buyer over the last 12 months, purchasing a net total of R1.3m worth in shares.New Risk • Aug 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 8.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 29% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.0% average weekly change). Revenue is less than US$5m (R47m revenue, or US$2.7m). Market cap is less than US$100m (R253.7m market cap, or US$14.4m).Recent Insider Transactions • Jul 31CEO & Executive Director recently bought R475k worth of stockOn the 28th of July, James Herbst bought around 250k shares on-market at roughly R1.90 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. James has been a buyer over the last 12 months, purchasing a net total of R660k worth in shares.お知らせ • Jul 01Huge Group Limited, Annual General Meeting, Aug 14, 2025Huge Group Limited, Annual General Meeting, Aug 14, 2025.New Risk • May 27New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended August 2024. 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 Risk Earnings have declined by 11% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported August 2024 fiscal period end). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (44% net profit margin). Market cap is less than US$100m (R336.5m market cap, or US$18.8m).お知らせ • Apr 15UBS Group AG acquired an unknown minority stake in Huge Group Limited (JSE:HUG).UBS Group AG acquired an unknown minority stake in Huge Group Limited (JSE:HUG) on April 15, 2025. UBS Group AG completed the acquisition of an unknown minority stake in Huge Group Limited (JSE:HUG) on April 15, 2025.Recent Insider Transactions • Feb 18CEO & Executive Director recently bought R185k worth of stockOn the 13th of February, James Herbst bought around 100k shares on-market at roughly R1.85 per share. This transaction amounted to less than 1% 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 James' only on-market trade for the last 12 months.お知らせ • Feb 10Huge Group Limited Announces Resignation of Michael Ronald Beamish as DirectorHuge Group Limited announced that Mr. Michael Ronald Beamish (Mr. Beamish) has resigned as a director of the company with effect from 7 February 2025. During his tenure, Mr. Beamish served as a member of Huge Group's Nomination Committee, its Risk Committee, as well as Chairperson of its Investment Committee. He was appointed as a non- executive director of the company in October 2022, at a time when some of the company's large shareholders were seeking changes to the composition of the Board. Mr. Beamish has informed the company that his resignation is possible because of the demonstrable stability of company's investment portfolio and its prospective growth vectors, underpinned by his confidence in the executive team and the backing of a strong Board.分析記事 • Jan 30Little Excitement Around Huge Group Limited's (JSE:HUG) Earnings As Shares Take 28% PoundingHuge Group Limited ( JSE:HUG ) shareholders that were waiting for something to happen have been dealt a blow with a 28...分析記事 • Jan 30Does Huge Group (JSE:HUG) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Board Change • Jan 29Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Mary-Ann Boakye was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Board Change • Jan 07Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Mary-Ann Boakye was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.New Risk • Nov 26New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South African stocks, typically moving 9.5% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.5% average weekly change). Earnings have declined by 11% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (44% net profit margin). Market cap is less than US$100m (R345.1m market cap, or US$19.0m).分析記事 • Nov 26Improved Earnings Required Before Huge Group Limited (JSE:HUG) Shares Find Their FeetHuge Group Limited's ( JSE:HUG ) price-to-earnings (or "P/E") ratio of 7.5x might make it look like a buy right now...New Risk • Nov 17New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 68% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 11% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (44% net profit margin). Market cap is less than US$100m (R343.4m market cap, or US$18.8m).New Risk • Nov 10New major risk - Revenue and earnings growthEarnings have declined by 11% 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. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 11% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Profit margins are more than 30% lower than last year (57% net profit margin). Revenue is less than US$5m (R71m revenue, or US$4.0m). Market cap is less than US$100m (R345.1m market cap, or US$19.6m).お知らせ • Oct 23Huge Group Appoints Douglas Reed as Director of Growth MarketingHuge Group has appointed industry veteran Douglas Reed as director of growth marketing. According to a statement, in his new position, Reed takes on the growth and innovation portfolio, and will work closely with the companies in Huge Group's investment stable. With over 30 years of experience in the telecoms sector, Reed is recognised for, among other accomplishments, his leadership in transforming Vox Telecom from a small internet service provider into a major industry player, Huge says. Reed's career in telecom began at Datapro, which later became Vox Telecom, where he played a key role in driving the company's growth by capitalising on emerging market opportunities. His industry knowledge and hands-on approach will support Huge Group's portfolio investment companies with their growth aspirations, with an immediate focus on the virtual mobile network enablement platform and internet of things initiatives, it says.お知らせ • Aug 31Huge Group Limited Announces Executive ChangesHuge Group Limited announced that Mrs. Maria Heraty has resigned as a director of the Company with effect from 1 September 2024. The Board has started a process to identify a person to fill the vacancy which will be left by Mrs. Heraty but, in the interim, Mrs. Tamryn van Tonder, who has recently been appointed as the Chief Commercial Officer of the Company, will assume responsibility for the roles assumed by and responsibilities of Mrs. Heraty.分析記事 • Aug 01Huge Group Limited's (JSE:HUG) Shares May Have Run Too Fast Too SoonIt's not a stretch to say that Huge Group Limited's ( JSE:HUG ) price-to-earnings (or "P/E") ratio of 10.7x right now...分析記事 • Jun 08Why Huge Group's (JSE:HUG) Shaky Earnings Are Just The Beginning Of Its ProblemsThe subdued market reaction suggests that Huge Group Limited's ( JSE:HUG ) recent earnings didn't contain any...お知らせ • Jun 05Huge Group Limited, Annual General Meeting, Jul 03, 2024Huge Group Limited, Annual General Meeting, Jul 03, 2024.お知らせ • May 29Huge Group Limited Appoints Tamryn Van Tonder as Chief Commercial OfficerHuge Group Limited announced that with effect from 27 May 2024, Mrs. Tamryn van Tonder has been appointed by the board of directors of Huge Group as its Chief Commercial Officer. Tamryn van Tonder is an entrepreneurially minded, female executive with an impressive track record as a commercial and financial executive who has achieved astounding success in diverse fields ranging from the niche financial services sector (specialising in asset backed lending and short-term insurance) to her more recent experiences in the ICT industry. She is a Chartered Accountant and member of the South African Institute of Chartered Accountants (SAICA). Tamryn graduated (Cum Laude) from the University of Johannesburg (an accomplishment she achieved in both her bachelor's degree and in her subsequent honours degree), after which she placed second in South Africa for both SAICA board exams. She completed her articles (with a high rating) in the Deloitte Financial Services division and spent just under a year in corporate tax consulting before focusing on commercial finance with the Transaction Capital Limited Group, first as the Senior Group Tax Manager, followed by Head of Finance and the Group Finance Executive of the SA Taxi Group. Tamryn was appointed as the Commercial Director of Huge Management Company Proprietary Limited in June 2023 and has concurrently served as the Financial Director of Huge TNS Proprietary Limited, Huge Group Limited's largest Portfolio Investment Company. Tamryn prides herself on improving the performance of entities through strategic engagement, calculated transformation, and mutually beneficial collaboration and considers her core purpose to create long-lasting value from a multitude of integrated, interconnected disciplines, including strategic and operational finance, financial reporting and control, technical accounting, tax, as well as financial structuring and more complex acquisition and financial transactions. Tamryn's remarkable journey in increasingly complex and multi-faceted environments is a testament to her exceptional ability, leadership style, work ethic, and relentless drive, and is demonstrated in her unwavering commitment to excellence. Tamryn will continue to serve as the Commercial Director of Huge Management Company where she will provide oversight and guidance to the divisional heads of finance of the eighteen entities in Huge Group's investment portfolio.Valuation Update With 7 Day Price Move • Apr 15Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to R1.95, the stock trades at a trailing P/E ratio of 9.5x. Average trailing P/E is 8x in the Telecom industry in Africa. Total loss to shareholders of 68% over the past three years.New Risk • Mar 15New 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 7.0% 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: Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (152% net profit margin). Revenue is less than US$5m (R23m revenue, or US$1.2m). Market cap is less than US$100m (R345.1m market cap, or US$18.4m).New Risk • Dec 01New major risk - Revenue sizeThe company makes less than US$1m in revenue. This is considered a major risk. Companies with a small amount of revenue are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (14% average weekly change). Revenue is less than US$1m. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (-203% net profit margin). Market cap is less than US$100m (R362.4m market cap, or US$19.4m).お知らせ • Nov 30Huge Group Limited Provides Earnings Guidance for the Six Months Ended 31 August 2023Huge Group Limited provided earnings guidance for the six months ended 31 August 2023. For the period, Company expects Headline earnings per share (HEPS) for the current period will be between 15.00 and 20.00 cents, which will be between 52.61% and 64.45% lower than the HEPS for the comparative reporting period (HY2023: 42.2 cents). Basic earnings per share (EPS) for the current period will be between 15.00 and 20.0 cents, which will be between 52.72% and 64.54% lower than EPS for the comparative period (HY2023: 42.3 cents).Valuation Update With 7 Day Price Move • Oct 20Investor sentiment deteriorates as stock falls 30%After last week's 30% share price decline to R1.53, the stock trades at a trailing P/E ratio of 3.3x. Average trailing P/E is 11x in the Telecom industry in Africa. Total loss to shareholders of 64% over the past three years.New Risk • Oct 10New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South African stocks, typically moving 10% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (238% net profit margin). Revenue is less than US$5m (R34m revenue, or US$1.8m). Market cap is less than US$100m (R379.6m market cap, or US$19.8m).Valuation Update With 7 Day Price Move • Sep 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to R2.28, the stock trades at a trailing P/E ratio of 4.9x. Average trailing P/E is 9x in the Telecom industry in Africa. Total loss to shareholders of 50% over the past three years.Board Change • Jul 14Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Non-Executive Director Mary-Ann Boakye was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Jul 06Huge Group Limited Announces Board AppointmentsHuge Group Limited at the Annual General Meeting held on 4 July 2023, approved confirmation of appointment of a director: MR Beamish; IDJ van de Merwe and M Heraty.分析記事 • Jun 05Does Huge Group (JSE:HUG) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Jun 02+ 1 more updateHuge Group Limited, Annual General Meeting, Jul 04, 2023Huge Group Limited, Annual General Meeting, Jul 04, 2023, at 11:00 South Africa Standard Time.Valuation Update With 7 Day Price Move • May 09Investor sentiment improves as stock rises 19%After last week's 19% share price gain to R2.70, the stock trades at a trailing P/E ratio of 4.1x. Average trailing P/E is 9x in the Telecom industry in Africa. Total loss to shareholders of 38% over the past three years.Valuation Update With 7 Day Price Move • Apr 19Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to R2.28, the stock trades at a trailing P/E ratio of 3.5x. Average trailing P/E is 9x in the Telecom industry in Africa. Total loss to shareholders of 49% over the past three years.Valuation Update With 7 Day Price Move • Mar 20Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to R2.40, the stock trades at a trailing P/E ratio of 3.6x. Average trailing P/E is 9x in the Telecom industry in Africa. Total loss to shareholders of 45% over the past three years.Valuation Update With 7 Day Price Move • Mar 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to R2.94, the stock trades at a trailing P/E ratio of 4.4x. Average trailing P/E is 9x in the Telecom industry in Africa. Total loss to shareholders of 35% over the past three years.Valuation Update With 7 Day Price Move • Dec 22Investor sentiment improved over the past weekAfter last week's 15% share price gain to R2.70, the stock trades at a trailing P/E ratio of 4.1x. Average trailing P/E is 8x in the Telecom industry in Africa. Total loss to shareholders of 47% over the past three years.Valuation Update With 7 Day Price Move • Dec 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to R2.70, the stock trades at a trailing P/E ratio of 4.1x. Average trailing P/E is 7x in the Telecom industry in Africa. Total loss to shareholders of 46% over the past three years.Reported Earnings • Nov 29First half 2023 earnings released: EPS: R0.42 (vs R2.73 in 1H 2022)First half 2023 results: EPS: R0.42 (down from R2.73 in 1H 2022). Net income: R73.2m (down 85% from 1H 2022). Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.お知らせ • Nov 26Huge Group Limited to Report First Half, 2023 Results on Nov 28, 2022Huge Group Limited announced that they will report first half, 2023 results on Nov 28, 2022Board 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. 5 experienced directors. 3 highly experienced directors. COO & Executive Director Andy Openshaw 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.お知らせ • Jul 08Huge Group Limited (JSE:HUG) agreed to acquire Tethys Mobile Proprietary LimitedHuge Group Limited (JSE:HUG) agreed to acquire Tethys Mobile Proprietary Limited on July 6, 2022. The transaction is subject to due diligence investigation by Huge Group. Huge Group will indirectly acquire Tethys software and technology platform and the intellectual property related to this software and technology platform. As part of the Transactions, Huge Group will acquire Cell C’s claims against Tethys as well as the claims of various pre-commencement creditors. Questco Corporate Advisory Proprietary Limited acted as sponsor for the transaction.Reported Earnings • Jun 02Full year 2022 earnings released: EPS: R3.00 (vs R0.23 in FY 2021)Full year 2022 results: EPS: R3.00 (up from R0.23 in FY 2021). Revenue: R179.6m (down 62% from FY 2021). Net income: R517.6m (up R479.1m from FY 2021). Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.お知らせ • May 31Huge Group Limited (JSE:HUG) acquired an unknown minority stake in GLOVent Solutions (Pty) Ltd.Huge Group Limited (JSE:HUG) acquired an unknown minority stake in GLOVent Solutions (Pty) Ltd on May 30, 2022. Huge Group Limited (JSE:HUG) completed the acquisition of an unknown minority stake in GLOVent Solutions (Pty) Ltd on May 30, 2022.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 3 highly experienced directors. COO & Executive Director Andy Openshaw 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.Board Change • Apr 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 3 highly experienced directors. COO & Executive Director Andy Openshaw was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Dec 01First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: R2.73 (up from R0.069 in 1H 2021). Revenue: R3.30m (down 99% from 1H 2021). Net income: R476.5m (up R465.1m from 1H 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Nov 19Investor sentiment improved over the past weekAfter last week's 17% share price gain to R3.99, the stock trades at a trailing P/E ratio of 17.1x. Average trailing P/E is 8x in the Telecom industry in Africa. Total loss to shareholders of 47% over the past three years.Valuation Update With 7 Day Price Move • Aug 25Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to R3.25, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 8x in the Telecom industry in Africa. Total loss to shareholders of 66% over the past three years.Valuation Update With 7 Day Price Move • Jul 29Investor sentiment improved over the past weekAfter last week's 17% share price gain to R5.90, the stock trades at a trailing P/E ratio of 25.1x. Average trailing P/E is 8x in the Telecom industry in Africa. Total loss to shareholders of 32% over the past three years.分析記事 • Jul 22Huge Group's (JSE:HUG) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsA lackluster earnings announcement from Huge Group Limited ( JSE:HUG ) last week didn't sink the stock price. However...Reported Earnings • Jul 18Full year 2021 earnings released: EPS R0.23 (vs R0.58 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: R469.9m (down 4.5% from FY 2020). Net income: R38.6m (down 59% from FY 2020). Profit margin: 8.2% (down from 19% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 16% per year whereas the company’s share price has fallen by 17% per year.分析記事 • Jul 13Is Huge Group (JSE:HUG) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • May 28Huge Group Limited Provides Financial Guidance for the Year Ended 28 February 2021Huge Group Limited provided financial guidance for the year ended 28 February 2021. EPS for year 2021 will be between 35.02 cents and 40.27 cents, which will be between 39.2% and 30.1% lower than the comparative period (year 2020: 57.58 cents); HEPS for FY2021 will be between 39.98 cents and 45.98 cents, which will be between 29.9% and 19.4% lower than the comparative period (year 2020: 57.03 cents). Normalised EPS for FY2021 will be between 57.58 cents and 63.34 cents, which will be between 0% and 10% higher than the comparative period (year 2020: 57.58 cents). Normalised HEPS will be between 60.04 cents and 69.04 cents, which will be between 5.3% and 21.1% higher than the comparative period (year 2020: 57.03 cents).Valuation Update With 7 Day Price Move • Mar 25Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to R5.20, the stock trades at a trailing P/E ratio of 14.8x. Average trailing P/E is 13x in the Telecom industry in Africa. Total loss to shareholders of 39% over the past three years.Is New 90 Day High Low • Feb 22New 90-day high: R6.48The company is up 55% from its price of R4.18 on 24 November 2020. The South African market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is down 1.0% over the same period.分析記事 • Feb 01If You Had Bought Huge Group (JSE:HUG) Shares Five Years Ago You'd Have Earned 35% ReturnsWhen we invest, we're generally looking for stocks that outperform the market average. And in our experience, buying...お知らせ • Jan 28Huge Group Limited (JSE:HUG) made an offer to acquire Adapt IT Holdings Limited (JSE:ADI) for approximately ZAR 740 million.Huge Group Limited (JSE:HUG) made an offer to acquire Adapt IT Holdings Limited (JSE:ADI) for approximately ZAR 740 million on January 26, 2021. As per the offer, Huge Group Limited will issued 0.9 shares for each share of Adapt IT Holdings Limited. The transaction is subject to approval from the shareholders of Huge Group Limited and issuance of compliance certificate from Takeover Regulation Panel. The offer is conditional as to acceptances on the basis that the minimum percentage of Adapt IT Holdings Limited shares required to be tendered by shareholders before Huge Group Limited is required to accept all tendered Adapt IT Holdings Limited is 0.01% of the Adapt IT Holdings Limited shares. The transaction, if successfully completed may have material effect on the price of Huge Group Limited securities.Is New 90 Day High Low • Jan 27New 90-day high: R6.15The company is up 38% from its price of R4.45 on 29 October 2020. The South African market is up 18% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is up 6.0% over the same period.Valuation Update With 7 Day Price Move • Jan 12Investor sentiment improved over the past weekAfter last week's 20% share price gain to R6.00, the stock is trading at a trailing P/E ratio of 17.1x, up from the previous P/E ratio of 14.3x. This compares to an average P/E of 12x in the Telecom industry in Africa. Total return to shareholders over the past three years is a loss of 32%.分析記事 • Jan 05Do Its Financials Have Any Role To Play In Driving Huge Group Limited's (JSE:HUG) Stock Up Recently?Huge Group (JSE:HUG) has had a great run on the share market with its stock up by a significant 16% over the last three...Is New 90 Day High Low • Dec 30New 90-day high: R4.99The company is up 11% from its price of R4.50 on 01 October 2020. The South African market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is up 7.0% over the same period.Is New 90 Day High Low • Dec 15New 90-day high: R4.69The company is up 1.0% from its price of R4.64 on 15 September 2020. The South African market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 6.0% over the same period.分析記事 • Dec 09Huge Group (JSE:HUG) Takes On Some Risk With Its Use Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Nov 28First half 2021 earnings released: EPS R0.069The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: R231.3m (down 5.5% from 1H 2020). Net income: R11.4m (down 76% from 1H 2020). Profit margin: 4.9% (down from 20% in 1H 2020). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.お知らせ • Oct 11Huge Group Limited Withdraws Election of SP Tredoux as Member of Audit CommitteeHuge Group Limited in its annual general meeting held on October 8, 2020, withdrawn the election of SP Tredoux as member of Audit Committee.お知らせ • Oct 01Huge Group Limited Announces Resignation of Karen Robinson as Company SecretaryThe board of directors of Huge Group Limited advised that Mrs. Karen Robinson has resigned as Company Secretary with effect from 30 September 2020.お知らせ • Sep 26Huge Group Limited Announces Resignation of Steve Tredoux as Independent Non-Executive DirectorHuge Group Limited announced the resignation of Steve Tredoux as independent non-executive director with effect from September 23, 2020.収支内訳Huge Group の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史JSE:HUG 収益、費用、利益 ( )ZAR Millions日付収益収益G+A経費研究開発費31 Aug 2524-6021031 May 2536-6119028 Feb 2547-6217030 Nov 2470-1121031 Aug 24924025031 May 24763825029 Feb 24593526030 Nov 23413524031 Aug 23233523031 May 23295827028 Feb 23348031030 Nov 22269734031 Aug 221811436031 May 221231638028 Feb 22751839030 Nov 2112451172031 Aug 21242504105031 May 21356271144028 Feb 2147039183030 Nov 2047448185031 Aug 2047958187031 May 2048576182029 Feb 2049295177030 Nov 1947788168031 Aug 1946381159031 May 1944880145028 Feb 1943379131030 Nov 1842590123031 Aug 18418100114031 May 1841089114028 Feb 1840177114030 Nov 1736558108031 Aug 1732840102031 May 172873390028 Feb 172462778030 Nov 162362279031 Aug 162261681031 May 162211874029 Feb 162171967030 Nov 152151861031 Aug 152131756031 May 1520914610質の高い収益: HUGは現在利益が出ていません。利益率の向上: HUGは現在利益が出ていません。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: HUGは利益が出ておらず、過去 5 年間で損失は年間47.6%の割合で増加しています。成長の加速: HUGの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。収益対業界: HUGは利益が出ていないため、過去 1 年間の収益成長をTelecom業界 ( 3.8% ) と比較することは困難です。株主資本利益率高いROE: HUGは現在利益が出ていないため、自己資本利益率 ( -3.68% ) はマイナスです。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YTelecom 、過去の業績が好調な企業。View Financial Health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 23:08終値2026/05/22 00:00収益2025/08/31年間収益2025/02/28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Huge Group Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
Reported Earnings • Dec 01First half 2026 earnings released: EPS: R0.20 (vs R0.19 in 1H 2025)First half 2026 results: EPS: R0.20 (up from R0.19 in 1H 2025). Net income: R34.8m (up 4.0% from 1H 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
分析記事 • Jun 08Why Huge Group's (JSE:HUG) Shaky Earnings Are Just The Beginning Of Its ProblemsThe subdued market reaction suggests that Huge Group Limited's ( JSE:HUG ) recent earnings didn't contain any...
Reported Earnings • Nov 29First half 2023 earnings released: EPS: R0.42 (vs R2.73 in 1H 2022)First half 2023 results: EPS: R0.42 (down from R2.73 in 1H 2022). Net income: R73.2m (down 85% from 1H 2022). Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.
お知らせ • Nov 26Huge Group Limited to Report First Half, 2023 Results on Nov 28, 2022Huge Group Limited announced that they will report first half, 2023 results on Nov 28, 2022
Reported Earnings • Jun 02Full year 2022 earnings released: EPS: R3.00 (vs R0.23 in FY 2021)Full year 2022 results: EPS: R3.00 (up from R0.23 in FY 2021). Revenue: R179.6m (down 62% from FY 2021). Net income: R517.6m (up R479.1m from FY 2021). Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Reported Earnings • Dec 01First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: R2.73 (up from R0.069 in 1H 2021). Revenue: R3.30m (down 99% from 1H 2021). Net income: R476.5m (up R465.1m from 1H 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.
お知らせ • May 10An undisclosed buyer acquired an unknown minority stake in Huge Group Limited (JSE:HUG) from UBS Group AG (SWX:UBSG).An undisclosed buyer acquired an unknown minority stake in Huge Group Limited (JSE:HUG) from UBS Group AG (SWX:UBSG) on May 8, 2026. UBS now holds 4.77% of Huge’s issued share capital. An undisclosed buyer completed the acquisition of an unknown minority stake in Huge Group Limited (JSE:HUG) from UBS Group AG (SWX:UBSG).
Buy Or Sell Opportunity • Mar 04Now 28% undervaluedOver the last 90 days, the stock has risen 6.1% to R1.21. The fair value is estimated to be R1.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Feb 10Now 27% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to R1.17. The fair value is estimated to be R1.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Jan 13Now 22% undervaluedOver the last 90 days, the stock has risen 92% to R1.25. The fair value is estimated to be R1.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Dec 01First half 2026 earnings released: EPS: R0.20 (vs R0.19 in 1H 2025)First half 2026 results: EPS: R0.20 (up from R0.19 in 1H 2025). Net income: R34.8m (up 4.0% from 1H 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
New Risk • Sep 19New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: R132.9m (US$7.66m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (15% average weekly change). Earnings have declined by 29% per year over the past 5 years. Market cap is less than US$10m (R132.9m market cap, or US$7.66m). Minor Risk Revenue is less than US$5m (R47m revenue, or US$2.7m).
Board Change • Sep 09Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Mary-Ann Boakye was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Recent Insider Transactions • Aug 29CEO & Executive Director recently bought R675k worth of stockOn the 26th of August, James Herbst bought around 500k shares on-market at roughly R1.35 per share. This transaction amounted to 3.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. James has been a buyer over the last 12 months, purchasing a net total of R1.3m worth in shares.
New Risk • Aug 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 8.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 29% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.0% average weekly change). Revenue is less than US$5m (R47m revenue, or US$2.7m). Market cap is less than US$100m (R253.7m market cap, or US$14.4m).
Recent Insider Transactions • Jul 31CEO & Executive Director recently bought R475k worth of stockOn the 28th of July, James Herbst bought around 250k shares on-market at roughly R1.90 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. James has been a buyer over the last 12 months, purchasing a net total of R660k worth in shares.
お知らせ • Jul 01Huge Group Limited, Annual General Meeting, Aug 14, 2025Huge Group Limited, Annual General Meeting, Aug 14, 2025.
New Risk • May 27New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended August 2024. 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 Risk Earnings have declined by 11% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported August 2024 fiscal period end). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (44% net profit margin). Market cap is less than US$100m (R336.5m market cap, or US$18.8m).
お知らせ • Apr 15UBS Group AG acquired an unknown minority stake in Huge Group Limited (JSE:HUG).UBS Group AG acquired an unknown minority stake in Huge Group Limited (JSE:HUG) on April 15, 2025. UBS Group AG completed the acquisition of an unknown minority stake in Huge Group Limited (JSE:HUG) on April 15, 2025.
Recent Insider Transactions • Feb 18CEO & Executive Director recently bought R185k worth of stockOn the 13th of February, James Herbst bought around 100k shares on-market at roughly R1.85 per share. This transaction amounted to less than 1% 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 James' only on-market trade for the last 12 months.
お知らせ • Feb 10Huge Group Limited Announces Resignation of Michael Ronald Beamish as DirectorHuge Group Limited announced that Mr. Michael Ronald Beamish (Mr. Beamish) has resigned as a director of the company with effect from 7 February 2025. During his tenure, Mr. Beamish served as a member of Huge Group's Nomination Committee, its Risk Committee, as well as Chairperson of its Investment Committee. He was appointed as a non- executive director of the company in October 2022, at a time when some of the company's large shareholders were seeking changes to the composition of the Board. Mr. Beamish has informed the company that his resignation is possible because of the demonstrable stability of company's investment portfolio and its prospective growth vectors, underpinned by his confidence in the executive team and the backing of a strong Board.
分析記事 • Jan 30Little Excitement Around Huge Group Limited's (JSE:HUG) Earnings As Shares Take 28% PoundingHuge Group Limited ( JSE:HUG ) shareholders that were waiting for something to happen have been dealt a blow with a 28...
分析記事 • Jan 30Does Huge Group (JSE:HUG) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Board Change • Jan 29Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Mary-Ann Boakye was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Board Change • Jan 07Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Mary-Ann Boakye was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
New Risk • Nov 26New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South African stocks, typically moving 9.5% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.5% average weekly change). Earnings have declined by 11% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (44% net profit margin). Market cap is less than US$100m (R345.1m market cap, or US$19.0m).
分析記事 • Nov 26Improved Earnings Required Before Huge Group Limited (JSE:HUG) Shares Find Their FeetHuge Group Limited's ( JSE:HUG ) price-to-earnings (or "P/E") ratio of 7.5x might make it look like a buy right now...
New Risk • Nov 17New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 68% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 11% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (44% net profit margin). Market cap is less than US$100m (R343.4m market cap, or US$18.8m).
New Risk • Nov 10New major risk - Revenue and earnings growthEarnings have declined by 11% 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. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 11% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Profit margins are more than 30% lower than last year (57% net profit margin). Revenue is less than US$5m (R71m revenue, or US$4.0m). Market cap is less than US$100m (R345.1m market cap, or US$19.6m).
お知らせ • Oct 23Huge Group Appoints Douglas Reed as Director of Growth MarketingHuge Group has appointed industry veteran Douglas Reed as director of growth marketing. According to a statement, in his new position, Reed takes on the growth and innovation portfolio, and will work closely with the companies in Huge Group's investment stable. With over 30 years of experience in the telecoms sector, Reed is recognised for, among other accomplishments, his leadership in transforming Vox Telecom from a small internet service provider into a major industry player, Huge says. Reed's career in telecom began at Datapro, which later became Vox Telecom, where he played a key role in driving the company's growth by capitalising on emerging market opportunities. His industry knowledge and hands-on approach will support Huge Group's portfolio investment companies with their growth aspirations, with an immediate focus on the virtual mobile network enablement platform and internet of things initiatives, it says.
お知らせ • Aug 31Huge Group Limited Announces Executive ChangesHuge Group Limited announced that Mrs. Maria Heraty has resigned as a director of the Company with effect from 1 September 2024. The Board has started a process to identify a person to fill the vacancy which will be left by Mrs. Heraty but, in the interim, Mrs. Tamryn van Tonder, who has recently been appointed as the Chief Commercial Officer of the Company, will assume responsibility for the roles assumed by and responsibilities of Mrs. Heraty.
分析記事 • Aug 01Huge Group Limited's (JSE:HUG) Shares May Have Run Too Fast Too SoonIt's not a stretch to say that Huge Group Limited's ( JSE:HUG ) price-to-earnings (or "P/E") ratio of 10.7x right now...
分析記事 • Jun 08Why Huge Group's (JSE:HUG) Shaky Earnings Are Just The Beginning Of Its ProblemsThe subdued market reaction suggests that Huge Group Limited's ( JSE:HUG ) recent earnings didn't contain any...
お知らせ • Jun 05Huge Group Limited, Annual General Meeting, Jul 03, 2024Huge Group Limited, Annual General Meeting, Jul 03, 2024.
お知らせ • May 29Huge Group Limited Appoints Tamryn Van Tonder as Chief Commercial OfficerHuge Group Limited announced that with effect from 27 May 2024, Mrs. Tamryn van Tonder has been appointed by the board of directors of Huge Group as its Chief Commercial Officer. Tamryn van Tonder is an entrepreneurially minded, female executive with an impressive track record as a commercial and financial executive who has achieved astounding success in diverse fields ranging from the niche financial services sector (specialising in asset backed lending and short-term insurance) to her more recent experiences in the ICT industry. She is a Chartered Accountant and member of the South African Institute of Chartered Accountants (SAICA). Tamryn graduated (Cum Laude) from the University of Johannesburg (an accomplishment she achieved in both her bachelor's degree and in her subsequent honours degree), after which she placed second in South Africa for both SAICA board exams. She completed her articles (with a high rating) in the Deloitte Financial Services division and spent just under a year in corporate tax consulting before focusing on commercial finance with the Transaction Capital Limited Group, first as the Senior Group Tax Manager, followed by Head of Finance and the Group Finance Executive of the SA Taxi Group. Tamryn was appointed as the Commercial Director of Huge Management Company Proprietary Limited in June 2023 and has concurrently served as the Financial Director of Huge TNS Proprietary Limited, Huge Group Limited's largest Portfolio Investment Company. Tamryn prides herself on improving the performance of entities through strategic engagement, calculated transformation, and mutually beneficial collaboration and considers her core purpose to create long-lasting value from a multitude of integrated, interconnected disciplines, including strategic and operational finance, financial reporting and control, technical accounting, tax, as well as financial structuring and more complex acquisition and financial transactions. Tamryn's remarkable journey in increasingly complex and multi-faceted environments is a testament to her exceptional ability, leadership style, work ethic, and relentless drive, and is demonstrated in her unwavering commitment to excellence. Tamryn will continue to serve as the Commercial Director of Huge Management Company where she will provide oversight and guidance to the divisional heads of finance of the eighteen entities in Huge Group's investment portfolio.
Valuation Update With 7 Day Price Move • Apr 15Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to R1.95, the stock trades at a trailing P/E ratio of 9.5x. Average trailing P/E is 8x in the Telecom industry in Africa. Total loss to shareholders of 68% over the past three years.
New Risk • Mar 15New 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 7.0% 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: Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (152% net profit margin). Revenue is less than US$5m (R23m revenue, or US$1.2m). Market cap is less than US$100m (R345.1m market cap, or US$18.4m).
New Risk • Dec 01New major risk - Revenue sizeThe company makes less than US$1m in revenue. This is considered a major risk. Companies with a small amount of revenue are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (14% average weekly change). Revenue is less than US$1m. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (-203% net profit margin). Market cap is less than US$100m (R362.4m market cap, or US$19.4m).
お知らせ • Nov 30Huge Group Limited Provides Earnings Guidance for the Six Months Ended 31 August 2023Huge Group Limited provided earnings guidance for the six months ended 31 August 2023. For the period, Company expects Headline earnings per share (HEPS) for the current period will be between 15.00 and 20.00 cents, which will be between 52.61% and 64.45% lower than the HEPS for the comparative reporting period (HY2023: 42.2 cents). Basic earnings per share (EPS) for the current period will be between 15.00 and 20.0 cents, which will be between 52.72% and 64.54% lower than EPS for the comparative period (HY2023: 42.3 cents).
Valuation Update With 7 Day Price Move • Oct 20Investor sentiment deteriorates as stock falls 30%After last week's 30% share price decline to R1.53, the stock trades at a trailing P/E ratio of 3.3x. Average trailing P/E is 11x in the Telecom industry in Africa. Total loss to shareholders of 64% over the past three years.
New Risk • Oct 10New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South African stocks, typically moving 10% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (238% net profit margin). Revenue is less than US$5m (R34m revenue, or US$1.8m). Market cap is less than US$100m (R379.6m market cap, or US$19.8m).
Valuation Update With 7 Day Price Move • Sep 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to R2.28, the stock trades at a trailing P/E ratio of 4.9x. Average trailing P/E is 9x in the Telecom industry in Africa. Total loss to shareholders of 50% over the past three years.
Board Change • Jul 14Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Non-Executive Director Mary-Ann Boakye was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Jul 06Huge Group Limited Announces Board AppointmentsHuge Group Limited at the Annual General Meeting held on 4 July 2023, approved confirmation of appointment of a director: MR Beamish; IDJ van de Merwe and M Heraty.
分析記事 • Jun 05Does Huge Group (JSE:HUG) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Jun 02+ 1 more updateHuge Group Limited, Annual General Meeting, Jul 04, 2023Huge Group Limited, Annual General Meeting, Jul 04, 2023, at 11:00 South Africa Standard Time.
Valuation Update With 7 Day Price Move • May 09Investor sentiment improves as stock rises 19%After last week's 19% share price gain to R2.70, the stock trades at a trailing P/E ratio of 4.1x. Average trailing P/E is 9x in the Telecom industry in Africa. Total loss to shareholders of 38% over the past three years.
Valuation Update With 7 Day Price Move • Apr 19Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to R2.28, the stock trades at a trailing P/E ratio of 3.5x. Average trailing P/E is 9x in the Telecom industry in Africa. Total loss to shareholders of 49% over the past three years.
Valuation Update With 7 Day Price Move • Mar 20Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to R2.40, the stock trades at a trailing P/E ratio of 3.6x. Average trailing P/E is 9x in the Telecom industry in Africa. Total loss to shareholders of 45% over the past three years.
Valuation Update With 7 Day Price Move • Mar 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to R2.94, the stock trades at a trailing P/E ratio of 4.4x. Average trailing P/E is 9x in the Telecom industry in Africa. Total loss to shareholders of 35% over the past three years.
Valuation Update With 7 Day Price Move • Dec 22Investor sentiment improved over the past weekAfter last week's 15% share price gain to R2.70, the stock trades at a trailing P/E ratio of 4.1x. Average trailing P/E is 8x in the Telecom industry in Africa. Total loss to shareholders of 47% over the past three years.
Valuation Update With 7 Day Price Move • Dec 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to R2.70, the stock trades at a trailing P/E ratio of 4.1x. Average trailing P/E is 7x in the Telecom industry in Africa. Total loss to shareholders of 46% over the past three years.
Reported Earnings • Nov 29First half 2023 earnings released: EPS: R0.42 (vs R2.73 in 1H 2022)First half 2023 results: EPS: R0.42 (down from R2.73 in 1H 2022). Net income: R73.2m (down 85% from 1H 2022). Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.
お知らせ • Nov 26Huge Group Limited to Report First Half, 2023 Results on Nov 28, 2022Huge Group Limited announced that they will report first half, 2023 results on Nov 28, 2022
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. 5 experienced directors. 3 highly experienced directors. COO & Executive Director Andy Openshaw 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.
お知らせ • Jul 08Huge Group Limited (JSE:HUG) agreed to acquire Tethys Mobile Proprietary LimitedHuge Group Limited (JSE:HUG) agreed to acquire Tethys Mobile Proprietary Limited on July 6, 2022. The transaction is subject to due diligence investigation by Huge Group. Huge Group will indirectly acquire Tethys software and technology platform and the intellectual property related to this software and technology platform. As part of the Transactions, Huge Group will acquire Cell C’s claims against Tethys as well as the claims of various pre-commencement creditors. Questco Corporate Advisory Proprietary Limited acted as sponsor for the transaction.
Reported Earnings • Jun 02Full year 2022 earnings released: EPS: R3.00 (vs R0.23 in FY 2021)Full year 2022 results: EPS: R3.00 (up from R0.23 in FY 2021). Revenue: R179.6m (down 62% from FY 2021). Net income: R517.6m (up R479.1m from FY 2021). Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
お知らせ • May 31Huge Group Limited (JSE:HUG) acquired an unknown minority stake in GLOVent Solutions (Pty) Ltd.Huge Group Limited (JSE:HUG) acquired an unknown minority stake in GLOVent Solutions (Pty) Ltd on May 30, 2022. Huge Group Limited (JSE:HUG) completed the acquisition of an unknown minority stake in GLOVent Solutions (Pty) Ltd on May 30, 2022.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 3 highly experienced directors. COO & Executive Director Andy Openshaw 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.
Board Change • Apr 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 3 highly experienced directors. COO & Executive Director Andy Openshaw was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Dec 01First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: R2.73 (up from R0.069 in 1H 2021). Revenue: R3.30m (down 99% from 1H 2021). Net income: R476.5m (up R465.1m from 1H 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Nov 19Investor sentiment improved over the past weekAfter last week's 17% share price gain to R3.99, the stock trades at a trailing P/E ratio of 17.1x. Average trailing P/E is 8x in the Telecom industry in Africa. Total loss to shareholders of 47% over the past three years.
Valuation Update With 7 Day Price Move • Aug 25Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to R3.25, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 8x in the Telecom industry in Africa. Total loss to shareholders of 66% over the past three years.
Valuation Update With 7 Day Price Move • Jul 29Investor sentiment improved over the past weekAfter last week's 17% share price gain to R5.90, the stock trades at a trailing P/E ratio of 25.1x. Average trailing P/E is 8x in the Telecom industry in Africa. Total loss to shareholders of 32% over the past three years.
分析記事 • Jul 22Huge Group's (JSE:HUG) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsA lackluster earnings announcement from Huge Group Limited ( JSE:HUG ) last week didn't sink the stock price. However...
Reported Earnings • Jul 18Full year 2021 earnings released: EPS R0.23 (vs R0.58 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: R469.9m (down 4.5% from FY 2020). Net income: R38.6m (down 59% from FY 2020). Profit margin: 8.2% (down from 19% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 16% per year whereas the company’s share price has fallen by 17% per year.
分析記事 • Jul 13Is Huge Group (JSE:HUG) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • May 28Huge Group Limited Provides Financial Guidance for the Year Ended 28 February 2021Huge Group Limited provided financial guidance for the year ended 28 February 2021. EPS for year 2021 will be between 35.02 cents and 40.27 cents, which will be between 39.2% and 30.1% lower than the comparative period (year 2020: 57.58 cents); HEPS for FY2021 will be between 39.98 cents and 45.98 cents, which will be between 29.9% and 19.4% lower than the comparative period (year 2020: 57.03 cents). Normalised EPS for FY2021 will be between 57.58 cents and 63.34 cents, which will be between 0% and 10% higher than the comparative period (year 2020: 57.58 cents). Normalised HEPS will be between 60.04 cents and 69.04 cents, which will be between 5.3% and 21.1% higher than the comparative period (year 2020: 57.03 cents).
Valuation Update With 7 Day Price Move • Mar 25Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to R5.20, the stock trades at a trailing P/E ratio of 14.8x. Average trailing P/E is 13x in the Telecom industry in Africa. Total loss to shareholders of 39% over the past three years.
Is New 90 Day High Low • Feb 22New 90-day high: R6.48The company is up 55% from its price of R4.18 on 24 November 2020. The South African market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is down 1.0% over the same period.
分析記事 • Feb 01If You Had Bought Huge Group (JSE:HUG) Shares Five Years Ago You'd Have Earned 35% ReturnsWhen we invest, we're generally looking for stocks that outperform the market average. And in our experience, buying...
お知らせ • Jan 28Huge Group Limited (JSE:HUG) made an offer to acquire Adapt IT Holdings Limited (JSE:ADI) for approximately ZAR 740 million.Huge Group Limited (JSE:HUG) made an offer to acquire Adapt IT Holdings Limited (JSE:ADI) for approximately ZAR 740 million on January 26, 2021. As per the offer, Huge Group Limited will issued 0.9 shares for each share of Adapt IT Holdings Limited. The transaction is subject to approval from the shareholders of Huge Group Limited and issuance of compliance certificate from Takeover Regulation Panel. The offer is conditional as to acceptances on the basis that the minimum percentage of Adapt IT Holdings Limited shares required to be tendered by shareholders before Huge Group Limited is required to accept all tendered Adapt IT Holdings Limited is 0.01% of the Adapt IT Holdings Limited shares. The transaction, if successfully completed may have material effect on the price of Huge Group Limited securities.
Is New 90 Day High Low • Jan 27New 90-day high: R6.15The company is up 38% from its price of R4.45 on 29 October 2020. The South African market is up 18% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is up 6.0% over the same period.
Valuation Update With 7 Day Price Move • Jan 12Investor sentiment improved over the past weekAfter last week's 20% share price gain to R6.00, the stock is trading at a trailing P/E ratio of 17.1x, up from the previous P/E ratio of 14.3x. This compares to an average P/E of 12x in the Telecom industry in Africa. Total return to shareholders over the past three years is a loss of 32%.
分析記事 • Jan 05Do Its Financials Have Any Role To Play In Driving Huge Group Limited's (JSE:HUG) Stock Up Recently?Huge Group (JSE:HUG) has had a great run on the share market with its stock up by a significant 16% over the last three...
Is New 90 Day High Low • Dec 30New 90-day high: R4.99The company is up 11% from its price of R4.50 on 01 October 2020. The South African market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is up 7.0% over the same period.
Is New 90 Day High Low • Dec 15New 90-day high: R4.69The company is up 1.0% from its price of R4.64 on 15 September 2020. The South African market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 6.0% over the same period.
分析記事 • Dec 09Huge Group (JSE:HUG) Takes On Some Risk With Its Use Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Nov 28First half 2021 earnings released: EPS R0.069The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: R231.3m (down 5.5% from 1H 2020). Net income: R11.4m (down 76% from 1H 2020). Profit margin: 4.9% (down from 20% in 1H 2020). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.
お知らせ • Oct 11Huge Group Limited Withdraws Election of SP Tredoux as Member of Audit CommitteeHuge Group Limited in its annual general meeting held on October 8, 2020, withdrawn the election of SP Tredoux as member of Audit Committee.
お知らせ • Oct 01Huge Group Limited Announces Resignation of Karen Robinson as Company SecretaryThe board of directors of Huge Group Limited advised that Mrs. Karen Robinson has resigned as Company Secretary with effect from 30 September 2020.
お知らせ • Sep 26Huge Group Limited Announces Resignation of Steve Tredoux as Independent Non-Executive DirectorHuge Group Limited announced the resignation of Steve Tredoux as independent non-executive director with effect from September 23, 2020.