View Financial HealthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsTIM 배당 및 자사주 매입배당 기준 점검 0/6TIM 배당금을 지급한 기록이 없습니다.핵심 정보n/a배당 수익률0.06%자사주 매입 수익률총 주주 수익률0.06%미래 배당 수익률n/a배당 성장률10.4%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향0%최근 배당 및 자사주 매입 업데이트Upcoming Dividend • Dec 08Upcoming dividend of zł1.35 per shareEligible shareholders must have bought the stock before 15 December 2022. Payment date: 23 December 2022. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 9.5%. Within top quartile of German dividend payers (4.9%). Higher than average of industry peers (2.9%).Upcoming Dividend • Jul 19Upcoming dividend of zł1.20 per shareEligible shareholders must have bought the stock before 26 July 2022. Payment date: 11 August 2022. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 8.6%. Within top quartile of German dividend payers (4.5%). Higher than average of industry peers (3.0%).Upcoming Dividend • Dec 08Upcoming dividend of zł1.20 per shareEligible shareholders must have bought the stock before 15 December 2021. Payment date: 23 December 2021. Payout ratio is a comfortable 56% but the company is paying out more than the cash it is generating. Trailing yield: 5.6%. Within top quartile of German dividend payers (3.4%). Higher than average of industry peers (1.2%).모든 업데이트 보기Recent updates공시 • Feb 02Fega & Schmitt ElektrogroßHandel Gmbh completed the acquisition of TIM S.A. from Krzysztof Folta and others.Fega & Schmitt ElektrogroßHandel Gmbh agreed to acquire TIM S.A. from Krzysztof Folta and others for PLN 1.1 billion on March 24, 2023. The Offer price will be PLN 50.69, representing a premium of 34.1%, 51.7% and 67.0% to the last closing price. Transaction comprises acquiring also 3LP S.A., TIM’s subsidiary. It was further agreed that the composition of the boards of directors of TIM and 3LP would remain unchanged to allow them to continue the implementation of their existing strategies with the support of the Würth Group. If, as a result of the Offer, the threshold of at least 95% of the total number of votes at the general meeting is achieved, the Offeror intends to announce a squeeze-out of the shares. The offer will open from September 28, 2023, and will close on October 27, 2023. As of October 20, 2023, Fega + Schmitt Elektrogroßhandel Extends Tender Offer For Tim Shares till December 6, 2023. As of November 29, 2023, Fega & Schmitt are extending their tender offer for shares of electrical equipment distributor TIM until December 29, 2023. The share purchase transaction on the Warsaw Stock Exchange is scheduled for January 4, 2024, with the settlement expected to take place on January 9, 2024. The transaction was subject to the approval of the responsible competition authorities. On January 25, 2024, UOKiK Tomasz Chróstny has granted conditional approval and a condition acceptable to the buyer. Anna Romaniuk, Jacek Jarosz, Michal Michalak and Maksymilan Przeczek of mInvestment Banking S.A. acted as financial advisor to TIM S.A. DLA Piper Gizinski Kycia sp. k. acted as legal advisor to TIM S.A. mBank S.A. (WSE:MBK) acted as financial advisor to TIM S.A. BNP Paribas Bank Polska Spolka Akcyjna acted as financial advisor to Fega & Schmitt ElektrogroßHandel Gmbh. Marek Swiatkowski, Piotr Jackowski, and Maciej Goszczyk of Domanski Zakrzewski Palinka sp. k. acted as legal advisor to Fega & Schmitt ElektrogroßHandel Gmbh. Ernst & Young Global Limited acted as accountant to Fega & Schmitt ElektrogroßHandel Gmbh. Santander Bank Polska S.A. – Santander Biuro Maklerskie acts as intermediary broker and transaction advisor under the tender offer for Fega & Schmitt ElektrogroßHandel Gmbh. KPMG Advisory Sp. z o.o. appointed as Fairness Opinion provider by Management Board of TIM. Fega & Schmitt ElektrogroßHandel Gmbh completed the acquisition of TIM S.A. from Krzysztof Folta and others on January 31, 2024. W.EG intends to conduct a public squeeze-out, followed by delisting the company from Warsaw Stock Exchange.공시 • Jan 17+ 2 more updatesTIM S.A. to Report Q3, 2024 Results on Nov 21, 2024TIM S.A. announced that they will report Q3, 2024 results on Nov 21, 2024Reported Earnings • Nov 24Third quarter 2023 earnings released: EPS: zł0.19 (vs zł0.72 in 3Q 2022)Third quarter 2023 results: EPS: zł0.19 (down from zł0.72 in 3Q 2022). Revenue: zł360.7m (down 1.0% from 3Q 2022). Net income: zł4.24m (down 74% from 3Q 2022). Profit margin: 1.2% (down from 4.4% in 3Q 2022). The decrease in margin was primarily driven by higher expenses.Reported Earnings • Sep 20Second quarter 2023 earnings released: EPS: zł0.82 (vs zł1.31 in 2Q 2022)Second quarter 2023 results: EPS: zł0.82 (down from zł1.31 in 2Q 2022). Revenue: zł353.6m (down 2.5% from 2Q 2022). Net income: zł18.2m (down 38% from 2Q 2022). Profit margin: 5.1% (down from 8.0% in 2Q 2022).공시 • Jun 02TIM S.A., Annual General Meeting, Jun 27, 2023TIM S.A., Annual General Meeting, Jun 27, 2023, at 10:00 Central European Standard Time.Reported Earnings • May 31First quarter 2023 earnings released: EPS: zł0.66 (vs zł1.41 in 1Q 2022)First quarter 2023 results: EPS: zł0.66 (down from zł1.41 in 1Q 2022). Revenue: zł379.3m (down 7.5% from 1Q 2022). Net income: zł14.7m (down 53% from 1Q 2022). Profit margin: 3.9% (down from 7.6% in 1Q 2022). The decrease in margin was driven by lower revenue.Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 34%After last week's 34% share price gain to €10.28, the stock trades at a trailing P/E ratio of 11x. Average trailing P/E is 12x in the Trade Distributors industry in Germany. Total returns to shareholders of 53% over the past year.공시 • Feb 20TIM S.A. to Report Q3, 2023 Results on Nov 22, 2023TIM S.A. announced that they will report Q3, 2023 results on Nov 22, 2023공시 • Feb 03+ 2 more updatesTIM S.A. to Report First Half, 2023 Results on Sep 20, 2023TIM S.A. announced that they will report first half, 2023 results on Sep 20, 2023Upcoming Dividend • Dec 08Upcoming dividend of zł1.35 per shareEligible shareholders must have bought the stock before 15 December 2022. Payment date: 23 December 2022. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 9.5%. Within top quartile of German dividend payers (4.9%). Higher than average of industry peers (2.9%).Reported Earnings • Nov 28Third quarter 2022 earnings released: EPS: zł0.72 (vs zł1.12 in 3Q 2021)Third quarter 2022 results: EPS: zł0.72 (down from zł1.12 in 3Q 2021). Revenue: zł364.4m (up 4.7% from 3Q 2021). Net income: zł16.0m (down 36% from 3Q 2021). Profit margin: 4.4% (down from 7.2% in 3Q 2021). The decrease in margin was driven by higher expenses.Reported Earnings • Sep 24Second quarter 2022 earnings released: EPS: zł1.31 (vs zł1.40 in 2Q 2021)Second quarter 2022 results: EPS: zł1.31 (down from zł1.40 in 2Q 2021). Revenue: zł362.5m (up 11% from 2Q 2021). Net income: zł29.1m (down 6.7% from 2Q 2021). Profit margin: 8.0% (down from 9.5% in 2Q 2021). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Aug 24Investor sentiment improved over the past weekAfter last week's 17% share price gain to €5.80, the stock trades at a trailing P/E ratio of 5.6x. Average forward P/E is 12x in the Trade Distributors industry in Germany. Total loss to shareholders of 22% over the past year.Upcoming Dividend • Jul 19Upcoming dividend of zł1.20 per shareEligible shareholders must have bought the stock before 26 July 2022. Payment date: 11 August 2022. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 8.6%. Within top quartile of German dividend payers (4.5%). Higher than average of industry peers (3.0%).Valuation Update With 7 Day Price Move • Jul 06Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €5.87, the stock trades at a trailing P/E ratio of 5.6x. Average forward P/E is 12x in the Trade Distributors industry in Germany. Total loss to shareholders of 20% over the past year.Buying Opportunity • May 07Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be €9.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 69%. Revenue is forecast to grow by 11% in a year. Earnings is forecast to grow by 3.3% in the next year.Reported Earnings • May 01Full year 2021 earnings released: EPS: zł4.14 (vs zł1.67 in FY 2020)Full year 2021 results: EPS: zł4.14 (up from zł1.67 in FY 2020). Revenue: zł1.31b (up 23% from FY 2020). Net income: zł91.8m (up 147% from FY 2020). Profit margin: 7.0% (up from 3.5% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 11%, compared to a 9.6% growth forecast for the industry in Germany.Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improved over the past weekAfter last week's 23% share price gain to €6.66, the stock trades at a trailing P/E ratio of 8.5x. Average trailing P/E is 19x in the Trade Distributors industry in Germany. Total returns to shareholders of 76% over the past year.Buying Opportunity • Feb 25Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be zł8.43, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% per annum over the last 3 years. Earnings per share has grown by 68% per annum over the last 3 years.공시 • Jan 30+ 3 more updatesTIM S.A. to Report Q3, 2022 Results on Nov 23, 2022TIM S.A. announced that they will report Q3, 2022 results on Nov 23, 2022Upcoming Dividend • Dec 08Upcoming dividend of zł1.20 per shareEligible shareholders must have bought the stock before 15 December 2021. Payment date: 23 December 2021. Payout ratio is a comfortable 56% but the company is paying out more than the cash it is generating. Trailing yield: 5.6%. Within top quartile of German dividend payers (3.4%). Higher than average of industry peers (1.2%).Reported Earnings • Nov 27Third quarter 2021 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2021 results: EPS: zł1.12 (up from zł0.47 in 3Q 2020). Revenue: zł348.2m (up 30% from 3Q 2020). Net income: zł24.9m (up 138% from 3Q 2020). Profit margin: 7.2% (up from 3.9% in 3Q 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.8%.Reported Earnings • Sep 23Second quarter 2021 earnings released: EPS zł1.33 (vs zł0.39 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł328.0m (up 29% from 2Q 2020). Net income: zł29.6m (up 233% from 2Q 2020). Profit margin: 9.0% (up from 3.5% in 2Q 2020). The increase in margin was driven by higher revenue.공시 • May 07IHS Fiber Brasil - Cessao de Infraestruturas Ltda entered into an agreement to acquire 51% stake in FiberCo Soluções de Infraestrutura Ltda. from TIM S.A. (WSE:TIM).IHS Fiber Brasil - Cessao de Infraestruturas Ltda entered into an agreement to acquire 51% stake in FiberCo Soluções de Infraestrutura Ltda. from TIM S.A. (WSE:TIM) on May 5, 2021. Post completion, TIM S.A. (WSE:TIM) will hold 49% stake in FiberCo Soluções de Infraestrutura Ltda. FiberCo's initial asset base will consist of TIM's secondary network infrastructure contribution covering approximately 6.4 million households, of which 3.5 million are FTTH and 3.5 million FTTC. In addition, other assets, contracts and employees will be transferred to FiberCo, all exclusively related to its activities. These transfers will only take place after the agreement is approved by the competent authorities. The transaction is subject to the fulfillment of certain preceding conditions, including, among others, the contribution of assets described above and the obtaining of authorizations from the competent authorities, such as the Agência Nacional de Telecomunicações - Anatel and the Conselho Administrativo de Defesa Econômica - CADE. TIM expects to use the proceeds of this transaction to help meeting its investment obligations, such as the acquisition of Oi Mobile's assets.Reported Earnings • Apr 25Full year 2020 earnings released: EPS zł1.67 (vs zł0.88 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: zł1.06b (up 20% from FY 2019). Net income: zł37.1m (up 90% from FY 2019). Profit margin: 3.5% (up from 2.2% in FY 2019). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improved over the past weekAfter last week's 19% share price gain to zł5.58, the stock trades at a trailing P/E ratio of 21.5x. Average trailing P/E is 27x in the Trade Distributors industry in Germany.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 과거에 7G2 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.배당금 증가: 7G2 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.배당 수익률 vs 시장TIM 배당 수익률 vs 시장7G2의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (7G2)n/a시장 하위 25% (DE)1.5%시장 상위 25% (DE)4.5%업계 평균 (Trade Distributors)2.4%분석가 예측 (7G2) (최대 3년)n/a주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 7G2 의 배당 수익률을 평가할 수 없습니다.고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 7G2 의 배당 수익률을 평가할 수 없습니다.주주 대상 이익 배당수익 보장: 7G2 German 시장에서 주목할만한 배당금을 지급하지 않습니다.주주 현금 배당현금 흐름 범위: 7G2 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YDE 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2024/06/06 00:44종가2024/03/15 00:00수익2024/03/31연간 수익2023/12/31데이터 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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.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 소스TIM S.A.는 2명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Kamil KliszczBiuro maklerskie mBankuMichal SztablerPKO BP Securities
Upcoming Dividend • Dec 08Upcoming dividend of zł1.35 per shareEligible shareholders must have bought the stock before 15 December 2022. Payment date: 23 December 2022. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 9.5%. Within top quartile of German dividend payers (4.9%). Higher than average of industry peers (2.9%).
Upcoming Dividend • Jul 19Upcoming dividend of zł1.20 per shareEligible shareholders must have bought the stock before 26 July 2022. Payment date: 11 August 2022. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 8.6%. Within top quartile of German dividend payers (4.5%). Higher than average of industry peers (3.0%).
Upcoming Dividend • Dec 08Upcoming dividend of zł1.20 per shareEligible shareholders must have bought the stock before 15 December 2021. Payment date: 23 December 2021. Payout ratio is a comfortable 56% but the company is paying out more than the cash it is generating. Trailing yield: 5.6%. Within top quartile of German dividend payers (3.4%). Higher than average of industry peers (1.2%).
공시 • Feb 02Fega & Schmitt ElektrogroßHandel Gmbh completed the acquisition of TIM S.A. from Krzysztof Folta and others.Fega & Schmitt ElektrogroßHandel Gmbh agreed to acquire TIM S.A. from Krzysztof Folta and others for PLN 1.1 billion on March 24, 2023. The Offer price will be PLN 50.69, representing a premium of 34.1%, 51.7% and 67.0% to the last closing price. Transaction comprises acquiring also 3LP S.A., TIM’s subsidiary. It was further agreed that the composition of the boards of directors of TIM and 3LP would remain unchanged to allow them to continue the implementation of their existing strategies with the support of the Würth Group. If, as a result of the Offer, the threshold of at least 95% of the total number of votes at the general meeting is achieved, the Offeror intends to announce a squeeze-out of the shares. The offer will open from September 28, 2023, and will close on October 27, 2023. As of October 20, 2023, Fega + Schmitt Elektrogroßhandel Extends Tender Offer For Tim Shares till December 6, 2023. As of November 29, 2023, Fega & Schmitt are extending their tender offer for shares of electrical equipment distributor TIM until December 29, 2023. The share purchase transaction on the Warsaw Stock Exchange is scheduled for January 4, 2024, with the settlement expected to take place on January 9, 2024. The transaction was subject to the approval of the responsible competition authorities. On January 25, 2024, UOKiK Tomasz Chróstny has granted conditional approval and a condition acceptable to the buyer. Anna Romaniuk, Jacek Jarosz, Michal Michalak and Maksymilan Przeczek of mInvestment Banking S.A. acted as financial advisor to TIM S.A. DLA Piper Gizinski Kycia sp. k. acted as legal advisor to TIM S.A. mBank S.A. (WSE:MBK) acted as financial advisor to TIM S.A. BNP Paribas Bank Polska Spolka Akcyjna acted as financial advisor to Fega & Schmitt ElektrogroßHandel Gmbh. Marek Swiatkowski, Piotr Jackowski, and Maciej Goszczyk of Domanski Zakrzewski Palinka sp. k. acted as legal advisor to Fega & Schmitt ElektrogroßHandel Gmbh. Ernst & Young Global Limited acted as accountant to Fega & Schmitt ElektrogroßHandel Gmbh. Santander Bank Polska S.A. – Santander Biuro Maklerskie acts as intermediary broker and transaction advisor under the tender offer for Fega & Schmitt ElektrogroßHandel Gmbh. KPMG Advisory Sp. z o.o. appointed as Fairness Opinion provider by Management Board of TIM. Fega & Schmitt ElektrogroßHandel Gmbh completed the acquisition of TIM S.A. from Krzysztof Folta and others on January 31, 2024. W.EG intends to conduct a public squeeze-out, followed by delisting the company from Warsaw Stock Exchange.
공시 • Jan 17+ 2 more updatesTIM S.A. to Report Q3, 2024 Results on Nov 21, 2024TIM S.A. announced that they will report Q3, 2024 results on Nov 21, 2024
Reported Earnings • Nov 24Third quarter 2023 earnings released: EPS: zł0.19 (vs zł0.72 in 3Q 2022)Third quarter 2023 results: EPS: zł0.19 (down from zł0.72 in 3Q 2022). Revenue: zł360.7m (down 1.0% from 3Q 2022). Net income: zł4.24m (down 74% from 3Q 2022). Profit margin: 1.2% (down from 4.4% in 3Q 2022). The decrease in margin was primarily driven by higher expenses.
Reported Earnings • Sep 20Second quarter 2023 earnings released: EPS: zł0.82 (vs zł1.31 in 2Q 2022)Second quarter 2023 results: EPS: zł0.82 (down from zł1.31 in 2Q 2022). Revenue: zł353.6m (down 2.5% from 2Q 2022). Net income: zł18.2m (down 38% from 2Q 2022). Profit margin: 5.1% (down from 8.0% in 2Q 2022).
공시 • Jun 02TIM S.A., Annual General Meeting, Jun 27, 2023TIM S.A., Annual General Meeting, Jun 27, 2023, at 10:00 Central European Standard Time.
Reported Earnings • May 31First quarter 2023 earnings released: EPS: zł0.66 (vs zł1.41 in 1Q 2022)First quarter 2023 results: EPS: zł0.66 (down from zł1.41 in 1Q 2022). Revenue: zł379.3m (down 7.5% from 1Q 2022). Net income: zł14.7m (down 53% from 1Q 2022). Profit margin: 3.9% (down from 7.6% in 1Q 2022). The decrease in margin was driven by lower revenue.
Valuation Update With 7 Day Price Move • Mar 27Investor sentiment improves as stock rises 34%After last week's 34% share price gain to €10.28, the stock trades at a trailing P/E ratio of 11x. Average trailing P/E is 12x in the Trade Distributors industry in Germany. Total returns to shareholders of 53% over the past year.
공시 • Feb 20TIM S.A. to Report Q3, 2023 Results on Nov 22, 2023TIM S.A. announced that they will report Q3, 2023 results on Nov 22, 2023
공시 • Feb 03+ 2 more updatesTIM S.A. to Report First Half, 2023 Results on Sep 20, 2023TIM S.A. announced that they will report first half, 2023 results on Sep 20, 2023
Upcoming Dividend • Dec 08Upcoming dividend of zł1.35 per shareEligible shareholders must have bought the stock before 15 December 2022. Payment date: 23 December 2022. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 9.5%. Within top quartile of German dividend payers (4.9%). Higher than average of industry peers (2.9%).
Reported Earnings • Nov 28Third quarter 2022 earnings released: EPS: zł0.72 (vs zł1.12 in 3Q 2021)Third quarter 2022 results: EPS: zł0.72 (down from zł1.12 in 3Q 2021). Revenue: zł364.4m (up 4.7% from 3Q 2021). Net income: zł16.0m (down 36% from 3Q 2021). Profit margin: 4.4% (down from 7.2% in 3Q 2021). The decrease in margin was driven by higher expenses.
Reported Earnings • Sep 24Second quarter 2022 earnings released: EPS: zł1.31 (vs zł1.40 in 2Q 2021)Second quarter 2022 results: EPS: zł1.31 (down from zł1.40 in 2Q 2021). Revenue: zł362.5m (up 11% from 2Q 2021). Net income: zł29.1m (down 6.7% from 2Q 2021). Profit margin: 8.0% (down from 9.5% in 2Q 2021). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Aug 24Investor sentiment improved over the past weekAfter last week's 17% share price gain to €5.80, the stock trades at a trailing P/E ratio of 5.6x. Average forward P/E is 12x in the Trade Distributors industry in Germany. Total loss to shareholders of 22% over the past year.
Upcoming Dividend • Jul 19Upcoming dividend of zł1.20 per shareEligible shareholders must have bought the stock before 26 July 2022. Payment date: 11 August 2022. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 8.6%. Within top quartile of German dividend payers (4.5%). Higher than average of industry peers (3.0%).
Valuation Update With 7 Day Price Move • Jul 06Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €5.87, the stock trades at a trailing P/E ratio of 5.6x. Average forward P/E is 12x in the Trade Distributors industry in Germany. Total loss to shareholders of 20% over the past year.
Buying Opportunity • May 07Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be €9.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 69%. Revenue is forecast to grow by 11% in a year. Earnings is forecast to grow by 3.3% in the next year.
Reported Earnings • May 01Full year 2021 earnings released: EPS: zł4.14 (vs zł1.67 in FY 2020)Full year 2021 results: EPS: zł4.14 (up from zł1.67 in FY 2020). Revenue: zł1.31b (up 23% from FY 2020). Net income: zł91.8m (up 147% from FY 2020). Profit margin: 7.0% (up from 3.5% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 11%, compared to a 9.6% growth forecast for the industry in Germany.
Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improved over the past weekAfter last week's 23% share price gain to €6.66, the stock trades at a trailing P/E ratio of 8.5x. Average trailing P/E is 19x in the Trade Distributors industry in Germany. Total returns to shareholders of 76% over the past year.
Buying Opportunity • Feb 25Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be zł8.43, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% per annum over the last 3 years. Earnings per share has grown by 68% per annum over the last 3 years.
공시 • Jan 30+ 3 more updatesTIM S.A. to Report Q3, 2022 Results on Nov 23, 2022TIM S.A. announced that they will report Q3, 2022 results on Nov 23, 2022
Upcoming Dividend • Dec 08Upcoming dividend of zł1.20 per shareEligible shareholders must have bought the stock before 15 December 2021. Payment date: 23 December 2021. Payout ratio is a comfortable 56% but the company is paying out more than the cash it is generating. Trailing yield: 5.6%. Within top quartile of German dividend payers (3.4%). Higher than average of industry peers (1.2%).
Reported Earnings • Nov 27Third quarter 2021 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2021 results: EPS: zł1.12 (up from zł0.47 in 3Q 2020). Revenue: zł348.2m (up 30% from 3Q 2020). Net income: zł24.9m (up 138% from 3Q 2020). Profit margin: 7.2% (up from 3.9% in 3Q 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.8%.
Reported Earnings • Sep 23Second quarter 2021 earnings released: EPS zł1.33 (vs zł0.39 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: zł328.0m (up 29% from 2Q 2020). Net income: zł29.6m (up 233% from 2Q 2020). Profit margin: 9.0% (up from 3.5% in 2Q 2020). The increase in margin was driven by higher revenue.
공시 • May 07IHS Fiber Brasil - Cessao de Infraestruturas Ltda entered into an agreement to acquire 51% stake in FiberCo Soluções de Infraestrutura Ltda. from TIM S.A. (WSE:TIM).IHS Fiber Brasil - Cessao de Infraestruturas Ltda entered into an agreement to acquire 51% stake in FiberCo Soluções de Infraestrutura Ltda. from TIM S.A. (WSE:TIM) on May 5, 2021. Post completion, TIM S.A. (WSE:TIM) will hold 49% stake in FiberCo Soluções de Infraestrutura Ltda. FiberCo's initial asset base will consist of TIM's secondary network infrastructure contribution covering approximately 6.4 million households, of which 3.5 million are FTTH and 3.5 million FTTC. In addition, other assets, contracts and employees will be transferred to FiberCo, all exclusively related to its activities. These transfers will only take place after the agreement is approved by the competent authorities. The transaction is subject to the fulfillment of certain preceding conditions, including, among others, the contribution of assets described above and the obtaining of authorizations from the competent authorities, such as the Agência Nacional de Telecomunicações - Anatel and the Conselho Administrativo de Defesa Econômica - CADE. TIM expects to use the proceeds of this transaction to help meeting its investment obligations, such as the acquisition of Oi Mobile's assets.
Reported Earnings • Apr 25Full year 2020 earnings released: EPS zł1.67 (vs zł0.88 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: zł1.06b (up 20% from FY 2019). Net income: zł37.1m (up 90% from FY 2019). Profit margin: 3.5% (up from 2.2% in FY 2019). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improved over the past weekAfter last week's 19% share price gain to zł5.58, the stock trades at a trailing P/E ratio of 21.5x. Average trailing P/E is 27x in the Trade Distributors industry in Germany.