View Financial HealthGlobe International 배당 및 자사주 매입배당 기준 점검 3/6Globe International 은(는) 현재 수익률이 8.51% 인 배당금 지급 회사입니다.핵심 정보8.5%배당 수익률n/a자사주 매입 수익률총 주주 수익률n/a미래 배당 수익률n/a배당 성장률10.7%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향98%최근 배당 및 자사주 매입 업데이트Declared Dividend • Mar 02First half dividend of AU$0.10 announcedDividend of AU$0.10 is the same as last year. Ex-date: 12th March 2026 Payment date: 27th March 2026 Dividend yield will be 7.0%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not adequately covered by earnings (98% earnings payout ratio) nor is it covered by cash flows (109% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 9.0% to bring the payout ratio under control. However, EPS has declined by 14% over the last 5 years so the company would need to reverse this trend.공고 • Feb 27Globe International Limited Announces Fully Franked Ordinary Interim Dividend for to A Period of Six Months Ended 31 December 2025, Payable on 27 March 2026Globe International Limited announced fully franked ordinary Interim Dividend to a period of six months ended 31 December 2025, the Directors have determined that an interim dividend of AUD 0.10000000 per share will be paid to shareholders on 27 March 2026. Record Date; 13 March 2026, Ex Date; 12 March 2026.Declared Dividend • Aug 23First half dividend of AU$0.10 announcedShareholders will receive a dividend of AU$0.10. Ex-date: 4th September 2025 Payment date: 19th September 2025 Dividend yield will be 7.4%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (84% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 7.7% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.분석 기사 • Mar 01Globe International's (ASX:GLB) Dividend Will Be A$0.10Globe International Limited ( ASX:GLB ) has announced that it will pay a dividend of A$0.10 per share on the 28th of...Declared Dividend • Mar 01First half dividend of AU$0.10 announcedShareholders will receive a dividend of AU$0.10. Ex-date: 13th March 2025 Payment date: 28th March 2025 Dividend yield will be 6.4%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (81% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 7.7% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Declared Dividend • Aug 24Final dividend increased to AU$0.13Dividend of AU$0.13 is 160% higher than last year. Ex-date: 5th September 2024 Payment date: 20th September 2024 Dividend yield will be 6.0%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 9.9% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 6.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.모든 업데이트 보기Recent updatesReported Earnings • Mar 04First half 2026 earnings released: EPS: AU$0.082 (vs AU$0.12 in 1H 2025)First half 2026 results: EPS: AU$0.082 (down from AU$0.12 in 1H 2025). Revenue: AU$98.7m (up 3.0% from 1H 2025). Net income: AU$3.42m (down 28% from 1H 2025). Profit margin: 3.5% (down from 5.0% in 1H 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Declared Dividend • Mar 02First half dividend of AU$0.10 announcedDividend of AU$0.10 is the same as last year. Ex-date: 12th March 2026 Payment date: 27th March 2026 Dividend yield will be 7.0%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not adequately covered by earnings (98% earnings payout ratio) nor is it covered by cash flows (109% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 9.0% to bring the payout ratio under control. However, EPS has declined by 14% over the last 5 years so the company would need to reverse this trend.공고 • Feb 27Globe International Limited Announces Fully Franked Ordinary Interim Dividend for to A Period of Six Months Ended 31 December 2025, Payable on 27 March 2026Globe International Limited announced fully franked ordinary Interim Dividend to a period of six months ended 31 December 2025, the Directors have determined that an interim dividend of AUD 0.10000000 per share will be paid to shareholders on 27 March 2026. Record Date; 13 March 2026, Ex Date; 12 March 2026.New Risk • Feb 27New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 98% Cash payout ratio: 109% Dividend yield: 7.0% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 98% Cash payout ratio: 109% Earnings have declined by 29% per year over the past 5 years. Minor Risk Market cap is less than US$100m (AU$118.6m market cap, or US$84.3m).공고 • Sep 20Globe International Limited, Annual General Meeting, Oct 20, 2025Globe International Limited, Annual General Meeting, Oct 20, 2025.Reported Earnings • Aug 24Full year 2025 earnings released: EPS: AU$0.24 (vs AU$0.28 in FY 2024)Full year 2025 results: EPS: AU$0.24 (down from AU$0.28 in FY 2024). Revenue: AU$206.8m (down 7.5% from FY 2024). Net income: AU$9.80m (down 15% from FY 2024). Profit margin: 4.7% (down from 5.1% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.Declared Dividend • Aug 23First half dividend of AU$0.10 announcedShareholders will receive a dividend of AU$0.10. Ex-date: 4th September 2025 Payment date: 19th September 2025 Dividend yield will be 7.4%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (84% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 7.7% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Aug 22Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to AU$2.72. The fair value is estimated to be AU$3.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 10% over the last 3 years. Earnings per share has declined by 41%.분석 기사 • Mar 31Calculating The Intrinsic Value Of Globe International Limited (ASX:GLB)Key Insights The projected fair value for Globe International is AU$3.47 based on 2 Stage Free Cash Flow to Equity...Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to AU$3.00, the stock trades at a trailing P/E ratio of 11x. Average trailing P/E is 17x in the Luxury industry globally. Total loss to shareholders of 40% over the past three years.Reported Earnings • Mar 03First half 2025 earnings released: EPS: AU$0.12 (vs AU$0.12 in 1H 2024)First half 2025 results: EPS: AU$0.12 (down from AU$0.12 in 1H 2024). Revenue: AU$95.8m (down 12% from 1H 2024). Net income: AU$4.76m (down 3.0% from 1H 2024). Profit margin: 5.0% (up from 4.5% 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 41% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.분석 기사 • Mar 01Globe International's (ASX:GLB) Dividend Will Be A$0.10Globe International Limited ( ASX:GLB ) has announced that it will pay a dividend of A$0.10 per share on the 28th of...Declared Dividend • Mar 01First half dividend of AU$0.10 announcedShareholders will receive a dividend of AU$0.10. Ex-date: 13th March 2025 Payment date: 28th March 2025 Dividend yield will be 6.4%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (81% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 7.7% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.New Risk • Nov 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 12% 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 6.7% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (12% average weekly change). Market cap is less than US$100m (AU$138.1m market cap, or US$89.5m).Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to AU$3.60, the stock trades at a trailing P/E ratio of 13x. Average trailing P/E is 19x in the Luxury industry globally. Total loss to shareholders of 41% over the past three years.분석 기사 • Oct 14Slowing Rates Of Return At Globe International (ASX:GLB) Leave Little Room For ExcitementIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...New Risk • Oct 11New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$148.0m (US$99.7m) This is considered a minor 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 Risk Earnings have declined by 6.7% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (AU$148.0m market cap, or US$99.7m).분석 기사 • Sep 20Globe International Limited's (ASX:GLB) 50% Price Boost Is Out Of Tune With RevenuesGlobe International Limited ( ASX:GLB ) shares have had a really impressive month, gaining 50% after a shaky period...공고 • Sep 20Globe International Limited, Annual General Meeting, Oct 22, 2024Globe International Limited, Annual General Meeting, Oct 22, 2024.분석 기사 • Aug 24We Think Globe International (ASX:GLB) Can Manage Its Debt With EaseWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Declared Dividend • Aug 24Final dividend increased to AU$0.13Dividend of AU$0.13 is 160% higher than last year. Ex-date: 5th September 2024 Payment date: 20th September 2024 Dividend yield will be 6.0%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 9.9% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 6.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.New Risk • Aug 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 13% 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 6.7% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (13% average weekly change).Reported Earnings • Aug 23Full year 2024 earnings released: EPS: AU$0.28 (vs AU$0.038 in FY 2023)Full year 2024 results: EPS: AU$0.28 (up from AU$0.038 in FY 2023). Revenue: AU$223.9m (down 4.6% from FY 2023). Net income: AU$11.5m (up AU$9.91m from FY 2023). Profit margin: 5.1% (up from 0.7% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 46 percentage points per year, which is a significant difference in performance.Buy Or Sell Opportunity • Aug 23Now 35% overvalued after recent price riseOver the last 90 days, the stock has risen 26% to AU$3.64. The fair value is estimated to be AU$2.69, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.9% over the last 3 years. Earnings per share has declined by 66%.공고 • Aug 23Globe International Limited Declares Fully Franked Final Dividend, Payable on 20 September 2024Globe International Limited declared fully franked final dividend of $0.13 per ordinary share (cps); total Financial Year 2024 dividend of $0.22 cps fully franked (Financial Year 2023: $0.07 cps fully franked). The dividend will be paid to shareholders on 20 September 2024. Record Date; 6 September 2024.Valuation Update With 7 Day Price Move • Aug 22Investor sentiment improves as stock rises 23%After last week's 23% share price gain to AU$3.08, the stock trades at a trailing P/E ratio of 19.2x. Average trailing P/E is 19x in the Luxury industry globally. Total loss to shareholders of 47% over the past three years.분석 기사 • Aug 06Calculating The Intrinsic Value Of Globe International Limited (ASX:GLB)Key Insights Using the Dividend Discount Model, Globe International fair value estimate is AU$2.68 Current share price...분석 기사 • Jul 12There's No Escaping Globe International Limited's (ASX:GLB) Muted EarningsWith a price-to-earnings (or "P/E") ratio of 16.2x Globe International Limited ( ASX:GLB ) may be sending bullish...Buy Or Sell Opportunity • Mar 19Now 21% overvaluedOver the last 90 days, the stock has fallen 8.7% to AU$2.85. The fair value is estimated to be AU$2.35, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 59%.Upcoming Dividend • Feb 29Upcoming dividend of AU$0.09 per shareEligible shareholders must have bought the stock before 07 March 2024. Payment date: 22 March 2024. Payout ratio is on the higher end at 88%, however this is supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of Australian dividend payers (6.4%). Higher than average of industry peers (1.8%).Reported Earnings • Feb 26First half 2024 earnings released: EPS: AU$0.12 (vs AU$0.005 loss in 1H 2023)First half 2024 results: EPS: AU$0.12 (up from AU$0.005 loss in 1H 2023). Revenue: AU$108.6m (down 9.9% from 1H 2023). Net income: AU$4.91m (up AU$5.10m from 1H 2023). Profit margin: 4.5% (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 59% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.Declared Dividend • Feb 24First half dividend of AU$0.09 announcedShareholders will receive a dividend of AU$0.09. Ex-date: 7th March 2024 Payment date: 22nd March 2024 Dividend yield will be 4.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (44% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 1.7% per year over the past 9 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 51% to shift the payout ratio to a potentially unsustainable range, which is more than the 6.4% EPS decline seen over the last 5 years.New Risk • Feb 22New major risk - Revenue and earnings growthEarnings have declined by 0.5% 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 Risks Shares are highly illiquid. Earnings have declined by 0.5% per year over the past 5 years. Minor Risk Market cap is less than US$100m (AU$131.0m market cap, or US$86.2m).Board Change • Jan 23Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Non Executive Independent Chairman of the Board Harry Hodge was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공고 • Dec 12+ 1 more updateGlobe International Limited Appoints Karen Browne as Chief Financial Officer, Effective 1 January 2024Globe International Limited (Globe) announced appointment, due to the resignation of Chief Financial Officer (CFO) and Company Secretary Ms Jessica Moelands, effective 31 December 2023 (as was announced on 1 September 2023): Chief Financial Officer - Ms Karen Browne (effective 1 January 2024): Ms Browne has recently commenced her employment with Globe and will formally assume the role of CFO on 1 January 2024, with Ms Moelands to remain in the role until 31 December 2023 to ensure an orderly transition. Ms Browne joins Globe with more than 15 years' experience as a Chief Financial Officer in the global supply chain and logistics industry and is looking forward to adding value to Globe's business.공고 • Sep 02Globe International Limited Announces Resignation of Jessica Moelands as Chief Financial OfficerGlobe International Limited announced that Chief Financial Officer (CFO) and Company Secretary Ms Jessica Moelands, has tendered her resignation from Globe. Ms Moelands will finish her employment with Globe on 31 December 2023. Ms Moelands commenced with Globe almost 20 years ago, serving as Globe's CFO and more recently also as the Company Secretary. She is departing at a time when Globe is in a strong financial position, with key foundations having been laid to support the future growth trajectory of the business. A recruitment search has commenced, and Ms. Moelands will remain with Globe to assist in the search and support an orderly transition process.공고 • Sep 01Globe International Limited Announces Resignation of Jessica Moelands as Company SecretaryGlobe International Limited announced that Chief Financial Officer (CFO) and Company Secretary Ms Jessica Moelands, has tendered her resignation from Globe. Ms Moelands will finish her employment with Globe on 31 December 2023. Ms Moelands commenced with Globe almost 20 years ago, serving as Globe's CFO and more recently also as the Company Secretary. She is departing at a time when Globe is in a strong financial position, with key foundations having been laid to support the future growth trajectory of the business. A recruitment search has commenced, and Ms. Moelands will remain with Globe to assist in the search and support an orderly transition process.Upcoming Dividend • Aug 31Upcoming dividend of AU$0.05 per share at 7.2% yieldEligible shareholders must have bought the stock before 07 September 2023. Payment date: 22 September 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 7.2%. Within top quartile of Australian dividend payers (7.0%). Higher than average of industry peers (1.7%).분석 기사 • Aug 28Globe International (ASX:GLB) Will Pay A Smaller Dividend Than Last YearGlobe International Limited ( ASX:GLB ) has announced it will be reducing its dividend payable on the 22nd of September...New Risk • Aug 26New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 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: Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Dividend is not well covered by earnings (124% payout ratio). Profit margins are more than 30% lower than last year (2.4% net profit margin). Market cap is less than US$100m (AU$89.1m market cap, or US$57.2m).공고 • Aug 24Globe International Limited Announces Ordinary Fully Paid Dividend for the Six Months Ended June 30, 2023, Payable on September 22, 2023Globe International Limited announced ordinary fully paid dividend of AUD 0.05000000 for the six months ended June 30, 2023. Record date is September 8, 2023. Ex-date is September 7, 2023. The dividend will be payable on September 22, 2023.공고 • Aug 22Globe International Limited, Annual General Meeting, Oct 19, 2023Globe International Limited, Annual General Meeting, Oct 19, 2023.Upcoming Dividend • Mar 02Upcoming dividend of AU$0.02 per share at 12% yieldEligible shareholders must have bought the stock before 09 March 2023. Payment date: 24 March 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 12%. Within top quartile of Australian dividend payers (7.0%). Higher than average of industry peers (1.7%).분석 기사 • Feb 28Globe International (ASX:GLB) Is Reinvesting At Lower Rates Of ReturnDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...Reported Earnings • Feb 24First half 2023 earnings released: AU$0.005 loss per share (vs AU$0.30 profit in 1H 2022)First half 2023 results: AU$0.005 loss per share (down from AU$0.30 profit in 1H 2022). Revenue: AU$120.6m (down 16% from 1H 2022). Net loss: AU$193.0k (down 102% from profit in 1H 2022). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Non-Executive Chairman William Crothers was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.분석 기사 • Oct 08Here's Why Globe International (ASX:GLB) Has A Meaningful Debt BurdenThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...공고 • Oct 07Globe International Limited Ordinary Shares to Be Deleted from OTC EquityGlobe International Limited Ordinary Shares (Australia) will be deleted from OTC Equity effective from October 07, 2022 due to Inactive Security.공고 • Sep 26Globe International Limited, Annual General Meeting, Oct 27, 2022Globe International Limited, Annual General Meeting, Oct 27, 2022, at 13:00 AUS Eastern Standard Time. Agenda: To receive and consider the Financial Report the Directors' Report and the Auditor's Report of the Company for the financial year ended 30 June 2022;to consider Remuneration Report; to consider Re-election of Mr Stephen Hill as a director of the Company; to consider Spill Resolution;and to consider other matters.공고 • Aug 27Globe International Limited Declares Final Fully Franked Dividend for the Year 2022, Payable on 23 September 2022Globe International Limited announced that the directors have determined that a final fully franked dividend of 16 cents per share will be payable, relating to the 2022 financial year. This dividend, amounting to $6.6 million, will be paid to shareholders on 23 September 2022. Record date for determining entitlements to the dividend is 9 September 2022.Reported Earnings • Aug 27Full year 2022 earnings released: EPS: AU$0.45 (vs AU$0.80 in FY 2021)Full year 2022 results: EPS: AU$0.45 (down from AU$0.80 in FY 2021). Revenue: AU$274.6m (up 3.0% from FY 2021). Net income: AU$18.6m (down 44% from FY 2021). Profit margin: 6.8% (down from 13% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.공고 • Jul 08Globe International Limited Announces Executive ChangesGlobe International Limited announced the passing of Gerhard Correa, Company Secretary who had been with the company for 22 years, acting as Company Secretary for the last 18 years. Nobody believed in the company more than Gerhard. His commitment to the company was exemplary and he will be missed as a colleague and a friend. The Globe family will sorely miss Gerhard's presence and pass on their condolences to the Correa family. The role of Company Secretary will be temporarily covered by Jessica Moelands, Chief Financial Officer until a replacement is found.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Non-Executive Chairman William Crothers was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Buying Opportunity • Apr 01Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be AU$7.21, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 58%.Valuation Update With 7 Day Price Move • Mar 28Investor sentiment improved over the past weekAfter last week's 17% share price gain to AU$5.80, the stock trades at a trailing P/E ratio of 7.9x. Average trailing P/E is 13x in the Luxury industry globally. Total returns to shareholders of 299% over the past three years.Upcoming Dividend • Mar 03Upcoming dividend of AU$0.16 per shareEligible shareholders must have bought the stock before 10 March 2022. Payment date: 25 March 2022. Payout ratio is a comfortable 49% but the company is not cash flow positive. Trailing yield: 8.1%. Within top quartile of Australian dividend payers (5.7%). Higher than average of industry peers (1.5%).Reported Earnings • Feb 28First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: AU$0.30 (down from AU$0.37 in 1H 2021). Revenue: AU$143.0m (up 14% from 1H 2021). Net income: AU$12.4m (down 18% from 1H 2021). Profit margin: 8.7% (down from 12% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.분석 기사 • Feb 27Globe International (ASX:GLB) Is Increasing Its Dividend To AU$0.16Globe International Limited ( ASX:GLB ) will increase its dividend on the 25th of March to AU$0.16. This takes the...공고 • Feb 25Globe International Limited Determines an Interim Dividend for the Half-Year Ended 31 December 2021, Payable on 25 March 2022The board of directors of Globe International Limited have determined that an interim dividend of 16 cents per share in respect of the half-year ended 31 December 2021 will be paid to shareholders paid on 25 March 2022. This dividend, amounting to $6.6 million will be fully franked (2021: $5.0 million fully franked) and paid out of the company's profit reserves. The record date for determining entitlements to the dividend is 11 March 2022.Upcoming Dividend • Aug 25Upcoming dividend of AU$0.20 per shareEligible shareholders must have bought the stock before 01 September 2021. Payment date: 16 September 2021. Trailing yield: 5.8%. Within top quartile of Australian dividend payers (5.0%). Higher than average of industry peers (1.1%).Reported Earnings • Aug 22Full year 2021 earnings released: EPS AU$0.80 (vs AU$0.15 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$266.6m (up 76% from FY 2020). Net income: AU$33.3m (up 445% from FY 2020). Profit margin: 13% (up from 4.0% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Aug 20Globe International (ASX:GLB) Has Announced That It Will Be Increasing Its Dividend To AU$0.20Globe International Limited's ( ASX:GLB ) dividend will be increasing to AU$0.20 on 16th of September. This takes the...Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to AU$5.69, the stock trades at a trailing P/E ratio of 13.5x. Average trailing P/E is 18x in the Luxury industry globally. Total returns to shareholders of 432% over the past three years.분석 기사 • May 20Globe International (ASX:GLB) Is Achieving High Returns On Its CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...분석 기사 • May 02What To Know Before Buying Globe International Limited (ASX:GLB) For Its DividendToday we'll take a closer look at Globe International Limited ( ASX:GLB ) from a dividend investor's perspective...Valuation Update With 7 Day Price Move • Apr 01Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to AU$4.52, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 19x in the Luxury industry globally. Total returns to shareholders of 350% over the past three years.분석 기사 • Mar 07Here's Why I Think Globe International (ASX:GLB) Is An Interesting StockFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...분석 기사 • Mar 07Here's What We Like About Globe International's (ASX:GLB) Upcoming DividendGlobe International Limited ( ASX:GLB ) stock is about to trade ex-dividend in three days. If you purchase the stock on...Upcoming Dividend • Mar 07Upcoming Dividend of AU$0.12 Per ShareWill be paid on the 26th of March to those who are registered shareholders by the 11th of March. The trailing yield of 3.2% is below the top quartile of Australian dividend payers (5.6%), but it is higher than industry peers (1.3%).Is New 90 Day High Low • Dec 09New 90-day high: AU$2.61The company is up 61% from its price of AU$1.63 on 10 September 2020. The Australian market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 18% over the same period.분석 기사 • Nov 23How Does Globe International Limited (ASX:GLB) Fare As A Dividend Stock?Could Globe International Limited (ASX:GLB) be an attractive dividend share to own for the long haul? Investors are...Is New 90 Day High Low • Nov 11New 90-day high: AU$2.05The company is up 37% from its price of AU$1.50 on 13 August 2020. The Australian market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 17% over the same period.Is New 90 Day High Low • Oct 26New 90-day high: AU$2.01The company is up 66% from its price of AU$1.21 on 28 July 2020. The Australian market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 14% over the same period.Is New 90 Day High Low • Oct 07New 90-day high: AU$1.95The company is up 77% from its price of AU$1.10 on 09 July 2020. The Australian market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 10.0% over the same period.Is New 90 Day High Low • Sep 18New 90-day high: AU$1.86The company is up 58% from its price of AU$1.18 on 18 June 2020. The Australian market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 11% over the same period.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: GLB 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.배당금 증가: GLB 의 배당금 지급은 지난 10 년 동안 증가했습니다.배당 수익률 vs 시장Globe International 배당 수익률 vs 시장GLB의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (GLB)8.5%시장 하위 25% (AU)2.6%시장 상위 25% (AU)6.5%업계 평균 (Luxury)2.4%분석가 예측 (GLB) (최대 3년)n/a주목할만한 배당금: GLB 의 배당금( 8.51% )은 Australian 시장에서 배당금 지급자의 하위 25%( 2.58% )보다 높습니다.고배당: GLB 의 배당금( 8.51% )은 Australian 시장( 6.51% )주주 대상 이익 배당수익 보장: 지급 비율 ( 98.1% )이 높기 때문에 GLB 의 배당금 지급은 수익으로 잘 충당되지 않습니다.주주 현금 배당현금 흐름 범위: 현금 지급 비율 ( 109.2% )이 높기 때문에 GLB 의 배당금 지급은 현금 흐름으로 잘 충당되지 않습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YAU 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/08 10:51종가2026/08/07 00:00수익2025/12/31연간 수익2025/06/30데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Globe International Limited는 1명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Shaun CousinsJ.P. Morgan
Declared Dividend • Mar 02First half dividend of AU$0.10 announcedDividend of AU$0.10 is the same as last year. Ex-date: 12th March 2026 Payment date: 27th March 2026 Dividend yield will be 7.0%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not adequately covered by earnings (98% earnings payout ratio) nor is it covered by cash flows (109% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 9.0% to bring the payout ratio under control. However, EPS has declined by 14% over the last 5 years so the company would need to reverse this trend.
공고 • Feb 27Globe International Limited Announces Fully Franked Ordinary Interim Dividend for to A Period of Six Months Ended 31 December 2025, Payable on 27 March 2026Globe International Limited announced fully franked ordinary Interim Dividend to a period of six months ended 31 December 2025, the Directors have determined that an interim dividend of AUD 0.10000000 per share will be paid to shareholders on 27 March 2026. Record Date; 13 March 2026, Ex Date; 12 March 2026.
Declared Dividend • Aug 23First half dividend of AU$0.10 announcedShareholders will receive a dividend of AU$0.10. Ex-date: 4th September 2025 Payment date: 19th September 2025 Dividend yield will be 7.4%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (84% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 7.7% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
분석 기사 • Mar 01Globe International's (ASX:GLB) Dividend Will Be A$0.10Globe International Limited ( ASX:GLB ) has announced that it will pay a dividend of A$0.10 per share on the 28th of...
Declared Dividend • Mar 01First half dividend of AU$0.10 announcedShareholders will receive a dividend of AU$0.10. Ex-date: 13th March 2025 Payment date: 28th March 2025 Dividend yield will be 6.4%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (81% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 7.7% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Declared Dividend • Aug 24Final dividend increased to AU$0.13Dividend of AU$0.13 is 160% higher than last year. Ex-date: 5th September 2024 Payment date: 20th September 2024 Dividend yield will be 6.0%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 9.9% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 6.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 04First half 2026 earnings released: EPS: AU$0.082 (vs AU$0.12 in 1H 2025)First half 2026 results: EPS: AU$0.082 (down from AU$0.12 in 1H 2025). Revenue: AU$98.7m (up 3.0% from 1H 2025). Net income: AU$3.42m (down 28% from 1H 2025). Profit margin: 3.5% (down from 5.0% in 1H 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Declared Dividend • Mar 02First half dividend of AU$0.10 announcedDividend of AU$0.10 is the same as last year. Ex-date: 12th March 2026 Payment date: 27th March 2026 Dividend yield will be 7.0%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not adequately covered by earnings (98% earnings payout ratio) nor is it covered by cash flows (109% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 9.0% to bring the payout ratio under control. However, EPS has declined by 14% over the last 5 years so the company would need to reverse this trend.
공고 • Feb 27Globe International Limited Announces Fully Franked Ordinary Interim Dividend for to A Period of Six Months Ended 31 December 2025, Payable on 27 March 2026Globe International Limited announced fully franked ordinary Interim Dividend to a period of six months ended 31 December 2025, the Directors have determined that an interim dividend of AUD 0.10000000 per share will be paid to shareholders on 27 March 2026. Record Date; 13 March 2026, Ex Date; 12 March 2026.
New Risk • Feb 27New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 98% Cash payout ratio: 109% Dividend yield: 7.0% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 98% Cash payout ratio: 109% Earnings have declined by 29% per year over the past 5 years. Minor Risk Market cap is less than US$100m (AU$118.6m market cap, or US$84.3m).
공고 • Sep 20Globe International Limited, Annual General Meeting, Oct 20, 2025Globe International Limited, Annual General Meeting, Oct 20, 2025.
Reported Earnings • Aug 24Full year 2025 earnings released: EPS: AU$0.24 (vs AU$0.28 in FY 2024)Full year 2025 results: EPS: AU$0.24 (down from AU$0.28 in FY 2024). Revenue: AU$206.8m (down 7.5% from FY 2024). Net income: AU$9.80m (down 15% from FY 2024). Profit margin: 4.7% (down from 5.1% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
Declared Dividend • Aug 23First half dividend of AU$0.10 announcedShareholders will receive a dividend of AU$0.10. Ex-date: 4th September 2025 Payment date: 19th September 2025 Dividend yield will be 7.4%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (84% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 7.7% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Aug 22Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to AU$2.72. The fair value is estimated to be AU$3.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 10% over the last 3 years. Earnings per share has declined by 41%.
분석 기사 • Mar 31Calculating The Intrinsic Value Of Globe International Limited (ASX:GLB)Key Insights The projected fair value for Globe International is AU$3.47 based on 2 Stage Free Cash Flow to Equity...
Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to AU$3.00, the stock trades at a trailing P/E ratio of 11x. Average trailing P/E is 17x in the Luxury industry globally. Total loss to shareholders of 40% over the past three years.
Reported Earnings • Mar 03First half 2025 earnings released: EPS: AU$0.12 (vs AU$0.12 in 1H 2024)First half 2025 results: EPS: AU$0.12 (down from AU$0.12 in 1H 2024). Revenue: AU$95.8m (down 12% from 1H 2024). Net income: AU$4.76m (down 3.0% from 1H 2024). Profit margin: 5.0% (up from 4.5% 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 41% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
분석 기사 • Mar 01Globe International's (ASX:GLB) Dividend Will Be A$0.10Globe International Limited ( ASX:GLB ) has announced that it will pay a dividend of A$0.10 per share on the 28th of...
Declared Dividend • Mar 01First half dividend of AU$0.10 announcedShareholders will receive a dividend of AU$0.10. Ex-date: 13th March 2025 Payment date: 28th March 2025 Dividend yield will be 6.4%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (81% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 7.7% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
New Risk • Nov 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 12% 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 6.7% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (12% average weekly change). Market cap is less than US$100m (AU$138.1m market cap, or US$89.5m).
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to AU$3.60, the stock trades at a trailing P/E ratio of 13x. Average trailing P/E is 19x in the Luxury industry globally. Total loss to shareholders of 41% over the past three years.
분석 기사 • Oct 14Slowing Rates Of Return At Globe International (ASX:GLB) Leave Little Room For ExcitementIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
New Risk • Oct 11New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$148.0m (US$99.7m) This is considered a minor 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 Risk Earnings have declined by 6.7% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (AU$148.0m market cap, or US$99.7m).
분석 기사 • Sep 20Globe International Limited's (ASX:GLB) 50% Price Boost Is Out Of Tune With RevenuesGlobe International Limited ( ASX:GLB ) shares have had a really impressive month, gaining 50% after a shaky period...
공고 • Sep 20Globe International Limited, Annual General Meeting, Oct 22, 2024Globe International Limited, Annual General Meeting, Oct 22, 2024.
분석 기사 • Aug 24We Think Globe International (ASX:GLB) Can Manage Its Debt With EaseWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Declared Dividend • Aug 24Final dividend increased to AU$0.13Dividend of AU$0.13 is 160% higher than last year. Ex-date: 5th September 2024 Payment date: 20th September 2024 Dividend yield will be 6.0%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 9.9% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 6.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
New Risk • Aug 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 13% 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 6.7% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (13% average weekly change).
Reported Earnings • Aug 23Full year 2024 earnings released: EPS: AU$0.28 (vs AU$0.038 in FY 2023)Full year 2024 results: EPS: AU$0.28 (up from AU$0.038 in FY 2023). Revenue: AU$223.9m (down 4.6% from FY 2023). Net income: AU$11.5m (up AU$9.91m from FY 2023). Profit margin: 5.1% (up from 0.7% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 46 percentage points per year, which is a significant difference in performance.
Buy Or Sell Opportunity • Aug 23Now 35% overvalued after recent price riseOver the last 90 days, the stock has risen 26% to AU$3.64. The fair value is estimated to be AU$2.69, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.9% over the last 3 years. Earnings per share has declined by 66%.
공고 • Aug 23Globe International Limited Declares Fully Franked Final Dividend, Payable on 20 September 2024Globe International Limited declared fully franked final dividend of $0.13 per ordinary share (cps); total Financial Year 2024 dividend of $0.22 cps fully franked (Financial Year 2023: $0.07 cps fully franked). The dividend will be paid to shareholders on 20 September 2024. Record Date; 6 September 2024.
Valuation Update With 7 Day Price Move • Aug 22Investor sentiment improves as stock rises 23%After last week's 23% share price gain to AU$3.08, the stock trades at a trailing P/E ratio of 19.2x. Average trailing P/E is 19x in the Luxury industry globally. Total loss to shareholders of 47% over the past three years.
분석 기사 • Aug 06Calculating The Intrinsic Value Of Globe International Limited (ASX:GLB)Key Insights Using the Dividend Discount Model, Globe International fair value estimate is AU$2.68 Current share price...
분석 기사 • Jul 12There's No Escaping Globe International Limited's (ASX:GLB) Muted EarningsWith a price-to-earnings (or "P/E") ratio of 16.2x Globe International Limited ( ASX:GLB ) may be sending bullish...
Buy Or Sell Opportunity • Mar 19Now 21% overvaluedOver the last 90 days, the stock has fallen 8.7% to AU$2.85. The fair value is estimated to be AU$2.35, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 59%.
Upcoming Dividend • Feb 29Upcoming dividend of AU$0.09 per shareEligible shareholders must have bought the stock before 07 March 2024. Payment date: 22 March 2024. Payout ratio is on the higher end at 88%, however this is supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of Australian dividend payers (6.4%). Higher than average of industry peers (1.8%).
Reported Earnings • Feb 26First half 2024 earnings released: EPS: AU$0.12 (vs AU$0.005 loss in 1H 2023)First half 2024 results: EPS: AU$0.12 (up from AU$0.005 loss in 1H 2023). Revenue: AU$108.6m (down 9.9% from 1H 2023). Net income: AU$4.91m (up AU$5.10m from 1H 2023). Profit margin: 4.5% (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 59% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
Declared Dividend • Feb 24First half dividend of AU$0.09 announcedShareholders will receive a dividend of AU$0.09. Ex-date: 7th March 2024 Payment date: 22nd March 2024 Dividend yield will be 4.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (44% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 1.7% per year over the past 9 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 51% to shift the payout ratio to a potentially unsustainable range, which is more than the 6.4% EPS decline seen over the last 5 years.
New Risk • Feb 22New major risk - Revenue and earnings growthEarnings have declined by 0.5% 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 Risks Shares are highly illiquid. Earnings have declined by 0.5% per year over the past 5 years. Minor Risk Market cap is less than US$100m (AU$131.0m market cap, or US$86.2m).
Board Change • Jan 23Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Non Executive Independent Chairman of the Board Harry Hodge was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공고 • Dec 12+ 1 more updateGlobe International Limited Appoints Karen Browne as Chief Financial Officer, Effective 1 January 2024Globe International Limited (Globe) announced appointment, due to the resignation of Chief Financial Officer (CFO) and Company Secretary Ms Jessica Moelands, effective 31 December 2023 (as was announced on 1 September 2023): Chief Financial Officer - Ms Karen Browne (effective 1 January 2024): Ms Browne has recently commenced her employment with Globe and will formally assume the role of CFO on 1 January 2024, with Ms Moelands to remain in the role until 31 December 2023 to ensure an orderly transition. Ms Browne joins Globe with more than 15 years' experience as a Chief Financial Officer in the global supply chain and logistics industry and is looking forward to adding value to Globe's business.
공고 • Sep 02Globe International Limited Announces Resignation of Jessica Moelands as Chief Financial OfficerGlobe International Limited announced that Chief Financial Officer (CFO) and Company Secretary Ms Jessica Moelands, has tendered her resignation from Globe. Ms Moelands will finish her employment with Globe on 31 December 2023. Ms Moelands commenced with Globe almost 20 years ago, serving as Globe's CFO and more recently also as the Company Secretary. She is departing at a time when Globe is in a strong financial position, with key foundations having been laid to support the future growth trajectory of the business. A recruitment search has commenced, and Ms. Moelands will remain with Globe to assist in the search and support an orderly transition process.
공고 • Sep 01Globe International Limited Announces Resignation of Jessica Moelands as Company SecretaryGlobe International Limited announced that Chief Financial Officer (CFO) and Company Secretary Ms Jessica Moelands, has tendered her resignation from Globe. Ms Moelands will finish her employment with Globe on 31 December 2023. Ms Moelands commenced with Globe almost 20 years ago, serving as Globe's CFO and more recently also as the Company Secretary. She is departing at a time when Globe is in a strong financial position, with key foundations having been laid to support the future growth trajectory of the business. A recruitment search has commenced, and Ms. Moelands will remain with Globe to assist in the search and support an orderly transition process.
Upcoming Dividend • Aug 31Upcoming dividend of AU$0.05 per share at 7.2% yieldEligible shareholders must have bought the stock before 07 September 2023. Payment date: 22 September 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 7.2%. Within top quartile of Australian dividend payers (7.0%). Higher than average of industry peers (1.7%).
분석 기사 • Aug 28Globe International (ASX:GLB) Will Pay A Smaller Dividend Than Last YearGlobe International Limited ( ASX:GLB ) has announced it will be reducing its dividend payable on the 22nd of September...
New Risk • Aug 26New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 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: Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Dividend is not well covered by earnings (124% payout ratio). Profit margins are more than 30% lower than last year (2.4% net profit margin). Market cap is less than US$100m (AU$89.1m market cap, or US$57.2m).
공고 • Aug 24Globe International Limited Announces Ordinary Fully Paid Dividend for the Six Months Ended June 30, 2023, Payable on September 22, 2023Globe International Limited announced ordinary fully paid dividend of AUD 0.05000000 for the six months ended June 30, 2023. Record date is September 8, 2023. Ex-date is September 7, 2023. The dividend will be payable on September 22, 2023.
공고 • Aug 22Globe International Limited, Annual General Meeting, Oct 19, 2023Globe International Limited, Annual General Meeting, Oct 19, 2023.
Upcoming Dividend • Mar 02Upcoming dividend of AU$0.02 per share at 12% yieldEligible shareholders must have bought the stock before 09 March 2023. Payment date: 24 March 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 12%. Within top quartile of Australian dividend payers (7.0%). Higher than average of industry peers (1.7%).
분석 기사 • Feb 28Globe International (ASX:GLB) Is Reinvesting At Lower Rates Of ReturnDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
Reported Earnings • Feb 24First half 2023 earnings released: AU$0.005 loss per share (vs AU$0.30 profit in 1H 2022)First half 2023 results: AU$0.005 loss per share (down from AU$0.30 profit in 1H 2022). Revenue: AU$120.6m (down 16% from 1H 2022). Net loss: AU$193.0k (down 102% from profit in 1H 2022). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Non-Executive Chairman William Crothers was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
분석 기사 • Oct 08Here's Why Globe International (ASX:GLB) Has A Meaningful Debt BurdenThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
공고 • Oct 07Globe International Limited Ordinary Shares to Be Deleted from OTC EquityGlobe International Limited Ordinary Shares (Australia) will be deleted from OTC Equity effective from October 07, 2022 due to Inactive Security.
공고 • Sep 26Globe International Limited, Annual General Meeting, Oct 27, 2022Globe International Limited, Annual General Meeting, Oct 27, 2022, at 13:00 AUS Eastern Standard Time. Agenda: To receive and consider the Financial Report the Directors' Report and the Auditor's Report of the Company for the financial year ended 30 June 2022;to consider Remuneration Report; to consider Re-election of Mr Stephen Hill as a director of the Company; to consider Spill Resolution;and to consider other matters.
공고 • Aug 27Globe International Limited Declares Final Fully Franked Dividend for the Year 2022, Payable on 23 September 2022Globe International Limited announced that the directors have determined that a final fully franked dividend of 16 cents per share will be payable, relating to the 2022 financial year. This dividend, amounting to $6.6 million, will be paid to shareholders on 23 September 2022. Record date for determining entitlements to the dividend is 9 September 2022.
Reported Earnings • Aug 27Full year 2022 earnings released: EPS: AU$0.45 (vs AU$0.80 in FY 2021)Full year 2022 results: EPS: AU$0.45 (down from AU$0.80 in FY 2021). Revenue: AU$274.6m (up 3.0% from FY 2021). Net income: AU$18.6m (down 44% from FY 2021). Profit margin: 6.8% (down from 13% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.
공고 • Jul 08Globe International Limited Announces Executive ChangesGlobe International Limited announced the passing of Gerhard Correa, Company Secretary who had been with the company for 22 years, acting as Company Secretary for the last 18 years. Nobody believed in the company more than Gerhard. His commitment to the company was exemplary and he will be missed as a colleague and a friend. The Globe family will sorely miss Gerhard's presence and pass on their condolences to the Correa family. The role of Company Secretary will be temporarily covered by Jessica Moelands, Chief Financial Officer until a replacement is found.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Non-Executive Chairman William Crothers was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Apr 01Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be AU$7.21, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 58%.
Valuation Update With 7 Day Price Move • Mar 28Investor sentiment improved over the past weekAfter last week's 17% share price gain to AU$5.80, the stock trades at a trailing P/E ratio of 7.9x. Average trailing P/E is 13x in the Luxury industry globally. Total returns to shareholders of 299% over the past three years.
Upcoming Dividend • Mar 03Upcoming dividend of AU$0.16 per shareEligible shareholders must have bought the stock before 10 March 2022. Payment date: 25 March 2022. Payout ratio is a comfortable 49% but the company is not cash flow positive. Trailing yield: 8.1%. Within top quartile of Australian dividend payers (5.7%). Higher than average of industry peers (1.5%).
Reported Earnings • Feb 28First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: AU$0.30 (down from AU$0.37 in 1H 2021). Revenue: AU$143.0m (up 14% from 1H 2021). Net income: AU$12.4m (down 18% from 1H 2021). Profit margin: 8.7% (down from 12% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.
분석 기사 • Feb 27Globe International (ASX:GLB) Is Increasing Its Dividend To AU$0.16Globe International Limited ( ASX:GLB ) will increase its dividend on the 25th of March to AU$0.16. This takes the...
공고 • Feb 25Globe International Limited Determines an Interim Dividend for the Half-Year Ended 31 December 2021, Payable on 25 March 2022The board of directors of Globe International Limited have determined that an interim dividend of 16 cents per share in respect of the half-year ended 31 December 2021 will be paid to shareholders paid on 25 March 2022. This dividend, amounting to $6.6 million will be fully franked (2021: $5.0 million fully franked) and paid out of the company's profit reserves. The record date for determining entitlements to the dividend is 11 March 2022.
Upcoming Dividend • Aug 25Upcoming dividend of AU$0.20 per shareEligible shareholders must have bought the stock before 01 September 2021. Payment date: 16 September 2021. Trailing yield: 5.8%. Within top quartile of Australian dividend payers (5.0%). Higher than average of industry peers (1.1%).
Reported Earnings • Aug 22Full year 2021 earnings released: EPS AU$0.80 (vs AU$0.15 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$266.6m (up 76% from FY 2020). Net income: AU$33.3m (up 445% from FY 2020). Profit margin: 13% (up from 4.0% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Aug 20Globe International (ASX:GLB) Has Announced That It Will Be Increasing Its Dividend To AU$0.20Globe International Limited's ( ASX:GLB ) dividend will be increasing to AU$0.20 on 16th of September. This takes the...
Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to AU$5.69, the stock trades at a trailing P/E ratio of 13.5x. Average trailing P/E is 18x in the Luxury industry globally. Total returns to shareholders of 432% over the past three years.
분석 기사 • May 20Globe International (ASX:GLB) Is Achieving High Returns On Its CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
분석 기사 • May 02What To Know Before Buying Globe International Limited (ASX:GLB) For Its DividendToday we'll take a closer look at Globe International Limited ( ASX:GLB ) from a dividend investor's perspective...
Valuation Update With 7 Day Price Move • Apr 01Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to AU$4.52, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 19x in the Luxury industry globally. Total returns to shareholders of 350% over the past three years.
분석 기사 • Mar 07Here's Why I Think Globe International (ASX:GLB) Is An Interesting StockFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
분석 기사 • Mar 07Here's What We Like About Globe International's (ASX:GLB) Upcoming DividendGlobe International Limited ( ASX:GLB ) stock is about to trade ex-dividend in three days. If you purchase the stock on...
Upcoming Dividend • Mar 07Upcoming Dividend of AU$0.12 Per ShareWill be paid on the 26th of March to those who are registered shareholders by the 11th of March. The trailing yield of 3.2% is below the top quartile of Australian dividend payers (5.6%), but it is higher than industry peers (1.3%).
Is New 90 Day High Low • Dec 09New 90-day high: AU$2.61The company is up 61% from its price of AU$1.63 on 10 September 2020. The Australian market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 18% over the same period.
분석 기사 • Nov 23How Does Globe International Limited (ASX:GLB) Fare As A Dividend Stock?Could Globe International Limited (ASX:GLB) be an attractive dividend share to own for the long haul? Investors are...
Is New 90 Day High Low • Nov 11New 90-day high: AU$2.05The company is up 37% from its price of AU$1.50 on 13 August 2020. The Australian market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 17% over the same period.
Is New 90 Day High Low • Oct 26New 90-day high: AU$2.01The company is up 66% from its price of AU$1.21 on 28 July 2020. The Australian market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 14% over the same period.
Is New 90 Day High Low • Oct 07New 90-day high: AU$1.95The company is up 77% from its price of AU$1.10 on 09 July 2020. The Australian market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 10.0% over the same period.
Is New 90 Day High Low • Sep 18New 90-day high: AU$1.86The company is up 58% from its price of AU$1.18 on 18 June 2020. The Australian market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 11% over the same period.