View ValuationSouthern Sun 향후 성장Future 기준 점검 1/6Southern Sun (는) 각각 연간 9.9% 및 5.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 9.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 14% 로 예상됩니다.핵심 정보9.9%이익 성장률9.86%EPS 성장률Hospitality 이익 성장69.5%매출 성장률5.1%향후 자기자본이익률14.00%애널리스트 커버리지Low마지막 업데이트07 May 2026최근 향후 성장 업데이트공시 • Nov 17Southern Sun Limited Updates Earnings Guidance for the Six Months Ending 30 September 2023Southern Sun Limited updated earnings guidance for the six months ending 30 September 2023. For the period, company expects EPS to be in range of 17.0 cents to 19.0 cents against previous guidance of 14.5 cents - 17.4 cents, HEPS to be in range of 17.0 cents - 19.0 cents against previous guidance of 14.5 cents - 17.4 cents.모든 업데이트 보기Recent updatesDeclared Dividend • 18hDividend of R0.30 announcedShareholders will receive a dividend of R0.30. Ex-date: 10th June 2026 Payment date: 15th June 2026 Dividend yield will be 59%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 41% per year over the past 2 years and payments have been stable during that time. EPS is expected to grow by 21% over the next 2 years, which should provide support to the dividend and adequate earnings cover.공시 • May 21Southern Sun Limited announces Annual dividend, payable on June 15, 2026Southern Sun Limited announced Annual dividend of ZAR 0.3000 per share payable on June 15, 2026, ex-date on June 10, 2026 and record date on June 12, 2026.Reported Earnings • May 21Full year 2026 earnings released: EPS: R0.92 (vs R0.76 in FY 2025)Full year 2026 results: EPS: R0.92 (up from R0.76 in FY 2025). Revenue: R7.19b (up 8.8% from FY 2025). Net income: R1.24b (up 21% from FY 2025). Profit margin: 17% (up from 16% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 8.4% growth forecast for the Hospitality industry in Germany.공시 • May 07Southern Sun Limited to Report Fiscal Year 2026 Results on May 20, 2026Southern Sun Limited announced that they will report fiscal year 2026 results on May 20, 2026공시 • Feb 04Southern Sun Limited (JSE:SSU) entered into non-binding terms to acquire 50% stake in Sandton Consortium properties from Liberty Group Limited for approximately ZAR 740 million.Southern Sun Limited (JSE:SSU) entered into non-binding terms to acquire 50% stake in Sandton Consortium properties from Liberty Group Limited for approximately ZAR 740 million on February 3, 2026. A cash consideration of ZAR 735 million will be paid by Southern Sun Limited. As part of consideration, ZAR 735 million is paid towards assets of Sandton Consortium properties. Southern Sun will make the payment in cash from available debt facilities. In a related transaction, Pareto Ltd. entered into non-binding terms to acquire additional 25% stake in Sandton Consortium properties from Liberty Group Limited for ZAR 367 million. Southern Sun, Liberty and Pareto will enter into various transaction agreements to conclude the Proposed Transaction and to govern the respective interests of Southern Sun and Pareto in the Proposed Transaction. The transaction is contingent upon the fulfillment of standard conditions precedent by September 30, 2026, unless an alternative date is mutually agreed upon by the involved parties. These conditions include the execution of definitive transaction agreements to formalize the Proposed Transaction, securing necessary consents or waivers from existing debt providers related to Liberty, Pareto, and/or Southern Sun, and obtaining requisite governance and regulatory approvals, notably from the Competition Tribunal. These steps are essential to ensure the successful completion of the transaction. The Proposed Transaction will be subject to representations and warranties which are standard for transactions of this nature.Reported Earnings • Nov 24First half 2026 earnings released: EPS: R0.24 (vs R0.25 in 1H 2025)First half 2026 results: EPS: R0.24 (down from R0.25 in 1H 2025). Revenue: R3.12b (up 5.3% from 1H 2025). Net income: R329.0m (flat on 1H 2025). Profit margin: 11% (in line with 1H 2025). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Hospitality industry in Germany.Board Change • Nov 17Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 1 highly experienced director. Independent Non-Executive Director Connie September was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Sep 15Southern Sun Limited to Report First Half, 2026 Results on Nov 19, 2025Southern Sun Limited announced that they will report first half, 2026 results on Nov 19, 2025공시 • Aug 01Southern Sun Limited, Annual General Meeting, Sep 15, 2025Southern Sun Limited, Annual General Meeting, Sep 15, 2025.공시 • May 22Southern Sun Limited announces Annual dividend, payable on June 17, 2025Southern Sun Limited announced Annual dividend of ZAR 0.2500 per share payable on June 17, 2025, ex-date on June 11, 2025 and record date on June 13, 2025.공시 • Mar 24Southern Sun Limited to Report Q4, 2025 Results on May 21, 2025Southern Sun Limited announced that they will report Q4, 2025 results on May 21, 2025공시 • Oct 16Public Investment Corporation Limited acquired an additional minority stake in Southern Sun Limited (JSE:SSU).Public Investment Corporation Limited acquired an additional minority stake in Southern Sun Limited (JSE:SSU) on October 16, 2024. Post Transaction the total interest in the ordinary shares of the Company held by PIC now amounts to 5.66% of the total issued ordinary shares of the company. Public Investment Corporation Limited completed the acquisition of an additional minority stake in Southern Sun Limited (JSE:SSU) on October 16, 2024.공시 • Sep 18Southern Sun Limited to Report First Half, 2025 Results on Nov 21, 2024Southern Sun Limited announced that they will report first half, 2025 results on Nov 21, 2024공시 • Aug 01Southern Sun Limited, Annual General Meeting, Sep 20, 2024Southern Sun Limited, Annual General Meeting, Sep 20, 2024.공시 • May 18Southern Sun Limited to Report Fiscal Year 2024 Results on May 22, 2024Southern Sun Limited announced that they will report fiscal year 2024 results on May 22, 2024공시 • Dec 22The clients of Allan Gray acquired an unknown stake in Southern Sun Limited (JSE:SSU).The clients of Allan Gray acquired an unknown stake in Southern Sun Limited (JSE:SSU) on December 20, 2023. The acquisition such that the total interest in the ordinary shares of the Company held by Allan Gray's clients now amounts to 15.29% of the total issued ordinary shares of the Company. Investec Bank Limited acted as sponsor to Southern Sun Limited in this transaction. he clients of Allan Gray completed the acquisition of an unknown stake in Southern Sun Limited (JSE:SSU) on December 20, 2023.공시 • Nov 17Southern Sun Limited Updates Earnings Guidance for the Six Months Ending 30 September 2023Southern Sun Limited updated earnings guidance for the six months ending 30 September 2023. For the period, company expects EPS to be in range of 17.0 cents to 19.0 cents against previous guidance of 14.5 cents - 17.4 cents, HEPS to be in range of 17.0 cents - 19.0 cents against previous guidance of 14.5 cents - 17.4 cents.공시 • Sep 20Southern Sun Limited to Report First Half, 2023 Results on Nov 21, 2023Southern Sun Limited announced that they will report first half, 2023 results on Nov 21, 2023공시 • Jul 29Southern Sun Limited, Annual General Meeting, Sep 20, 2023Southern Sun Limited, Annual General Meeting, Sep 20, 2023, at 10:00 South Africa Standard Time.이익 및 매출 성장 예측BST:JK9 - 애널리스트 향후 추정치 및 과거 재무 데이터 (ZAR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/20287,9561,5101,4202,56413/31/20277,5521,4041,3461,99713/31/20267,1901,2371,0631,681N/A12/31/20256,9781,1291,0121,650N/A9/30/20256,7651,0219611,619N/A6/30/20256,6871,0239851,574N/A3/31/20256,6091,0241,0081,528N/A12/31/20246,4169799601,429N/A9/30/20246,2239339111,330N/A6/30/20246,1358959651,345N/A3/31/20246,0478561,0181,359N/A12/31/20236,2707659411,233N/A9/30/20236,4936738641,106N/A6/30/20236,1397089521,211N/A3/31/20235,7857431,0401,315N/A12/31/20224,7455738551,095N/A9/30/20223,704402669874N/A6/30/20223,123159454577N/A3/31/20222,541-84239280N/A12/31/20212,082-48260105N/A9/30/20211,622-881-120-70N/A6/30/20211,330-888-288-232N/A3/31/20211,038-896-456-394N/A12/31/20201,884-1,011-231-130N/A9/30/20202,730-1,126-7133N/A6/30/20203,603-1,011141378N/A3/31/20204,475-896288623N/A12/31/20194,457-451N/A651N/A9/30/20194,439-6N/A679N/A6/30/20194,414-52N/A605N/A3/31/20194,389-98N/A530N/A3/31/20184,364495N/A558N/A3/31/20174,129890N/A569N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: JK9 의 연간 예상 수익 증가율(9.9%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: JK9 의 연간 수익(9.9%)이 German 시장(17.1%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: JK9 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: JK9 의 수익(연간 5.1%)이 German 시장(연간 6.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: JK9 의 수익(연간 5.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: JK9의 자본 수익률은 3년 후 14%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-services 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 13:58종가2026/05/22 00:00수익2026/03/31연간 수익2026/03/31데이터 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 소스Southern Sun Limited는 1명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Luyanda NjiloNedbank Corporate and Investment Bank
공시 • Nov 17Southern Sun Limited Updates Earnings Guidance for the Six Months Ending 30 September 2023Southern Sun Limited updated earnings guidance for the six months ending 30 September 2023. For the period, company expects EPS to be in range of 17.0 cents to 19.0 cents against previous guidance of 14.5 cents - 17.4 cents, HEPS to be in range of 17.0 cents - 19.0 cents against previous guidance of 14.5 cents - 17.4 cents.
Declared Dividend • 18hDividend of R0.30 announcedShareholders will receive a dividend of R0.30. Ex-date: 10th June 2026 Payment date: 15th June 2026 Dividend yield will be 59%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 41% per year over the past 2 years and payments have been stable during that time. EPS is expected to grow by 21% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
공시 • May 21Southern Sun Limited announces Annual dividend, payable on June 15, 2026Southern Sun Limited announced Annual dividend of ZAR 0.3000 per share payable on June 15, 2026, ex-date on June 10, 2026 and record date on June 12, 2026.
Reported Earnings • May 21Full year 2026 earnings released: EPS: R0.92 (vs R0.76 in FY 2025)Full year 2026 results: EPS: R0.92 (up from R0.76 in FY 2025). Revenue: R7.19b (up 8.8% from FY 2025). Net income: R1.24b (up 21% from FY 2025). Profit margin: 17% (up from 16% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 8.4% growth forecast for the Hospitality industry in Germany.
공시 • May 07Southern Sun Limited to Report Fiscal Year 2026 Results on May 20, 2026Southern Sun Limited announced that they will report fiscal year 2026 results on May 20, 2026
공시 • Feb 04Southern Sun Limited (JSE:SSU) entered into non-binding terms to acquire 50% stake in Sandton Consortium properties from Liberty Group Limited for approximately ZAR 740 million.Southern Sun Limited (JSE:SSU) entered into non-binding terms to acquire 50% stake in Sandton Consortium properties from Liberty Group Limited for approximately ZAR 740 million on February 3, 2026. A cash consideration of ZAR 735 million will be paid by Southern Sun Limited. As part of consideration, ZAR 735 million is paid towards assets of Sandton Consortium properties. Southern Sun will make the payment in cash from available debt facilities. In a related transaction, Pareto Ltd. entered into non-binding terms to acquire additional 25% stake in Sandton Consortium properties from Liberty Group Limited for ZAR 367 million. Southern Sun, Liberty and Pareto will enter into various transaction agreements to conclude the Proposed Transaction and to govern the respective interests of Southern Sun and Pareto in the Proposed Transaction. The transaction is contingent upon the fulfillment of standard conditions precedent by September 30, 2026, unless an alternative date is mutually agreed upon by the involved parties. These conditions include the execution of definitive transaction agreements to formalize the Proposed Transaction, securing necessary consents or waivers from existing debt providers related to Liberty, Pareto, and/or Southern Sun, and obtaining requisite governance and regulatory approvals, notably from the Competition Tribunal. These steps are essential to ensure the successful completion of the transaction. The Proposed Transaction will be subject to representations and warranties which are standard for transactions of this nature.
Reported Earnings • Nov 24First half 2026 earnings released: EPS: R0.24 (vs R0.25 in 1H 2025)First half 2026 results: EPS: R0.24 (down from R0.25 in 1H 2025). Revenue: R3.12b (up 5.3% from 1H 2025). Net income: R329.0m (flat on 1H 2025). Profit margin: 11% (in line with 1H 2025). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Hospitality industry in Germany.
Board Change • Nov 17Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 1 highly experienced director. Independent Non-Executive Director Connie September was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Sep 15Southern Sun Limited to Report First Half, 2026 Results on Nov 19, 2025Southern Sun Limited announced that they will report first half, 2026 results on Nov 19, 2025
공시 • Aug 01Southern Sun Limited, Annual General Meeting, Sep 15, 2025Southern Sun Limited, Annual General Meeting, Sep 15, 2025.
공시 • May 22Southern Sun Limited announces Annual dividend, payable on June 17, 2025Southern Sun Limited announced Annual dividend of ZAR 0.2500 per share payable on June 17, 2025, ex-date on June 11, 2025 and record date on June 13, 2025.
공시 • Mar 24Southern Sun Limited to Report Q4, 2025 Results on May 21, 2025Southern Sun Limited announced that they will report Q4, 2025 results on May 21, 2025
공시 • Oct 16Public Investment Corporation Limited acquired an additional minority stake in Southern Sun Limited (JSE:SSU).Public Investment Corporation Limited acquired an additional minority stake in Southern Sun Limited (JSE:SSU) on October 16, 2024. Post Transaction the total interest in the ordinary shares of the Company held by PIC now amounts to 5.66% of the total issued ordinary shares of the company. Public Investment Corporation Limited completed the acquisition of an additional minority stake in Southern Sun Limited (JSE:SSU) on October 16, 2024.
공시 • Sep 18Southern Sun Limited to Report First Half, 2025 Results on Nov 21, 2024Southern Sun Limited announced that they will report first half, 2025 results on Nov 21, 2024
공시 • Aug 01Southern Sun Limited, Annual General Meeting, Sep 20, 2024Southern Sun Limited, Annual General Meeting, Sep 20, 2024.
공시 • May 18Southern Sun Limited to Report Fiscal Year 2024 Results on May 22, 2024Southern Sun Limited announced that they will report fiscal year 2024 results on May 22, 2024
공시 • Dec 22The clients of Allan Gray acquired an unknown stake in Southern Sun Limited (JSE:SSU).The clients of Allan Gray acquired an unknown stake in Southern Sun Limited (JSE:SSU) on December 20, 2023. The acquisition such that the total interest in the ordinary shares of the Company held by Allan Gray's clients now amounts to 15.29% of the total issued ordinary shares of the Company. Investec Bank Limited acted as sponsor to Southern Sun Limited in this transaction. he clients of Allan Gray completed the acquisition of an unknown stake in Southern Sun Limited (JSE:SSU) on December 20, 2023.
공시 • Nov 17Southern Sun Limited Updates Earnings Guidance for the Six Months Ending 30 September 2023Southern Sun Limited updated earnings guidance for the six months ending 30 September 2023. For the period, company expects EPS to be in range of 17.0 cents to 19.0 cents against previous guidance of 14.5 cents - 17.4 cents, HEPS to be in range of 17.0 cents - 19.0 cents against previous guidance of 14.5 cents - 17.4 cents.
공시 • Sep 20Southern Sun Limited to Report First Half, 2023 Results on Nov 21, 2023Southern Sun Limited announced that they will report first half, 2023 results on Nov 21, 2023
공시 • Jul 29Southern Sun Limited, Annual General Meeting, Sep 20, 2023Southern Sun Limited, Annual General Meeting, Sep 20, 2023, at 10:00 South Africa Standard Time.