View ValuationoOh!media 향후 성장Future 기준 점검 3/6oOh!media (는) 각각 연간 23.3% 및 4.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 19.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 9.6% 로 예상됩니다.핵심 정보23.3%이익 성장률19.34%EPS 성장률Media 이익 성장29.5%매출 성장률4.3%향후 자기자본이익률9.64%애널리스트 커버리지Good마지막 업데이트22 May 2026최근 향후 성장 업데이트공시 • Aug 21+ 1 more updateoOh!media Limited Provides Earnings Guidance for the Year 2024oOh!media Limited provided earnings guidance for the year 2024. For the period, the Company expects mid to high single digit revenue growth for the industry in CY24, as Out of Home continues its structural growth, taking revenue share from other media sectors.모든 업데이트 보기Recent updates공시 • May 12I Squared Capital Advisors, LLC cancelled the acquisition of oOh!media Limited (ASX:OML) for approximately AUD 780 million.I Squared Capital Advisors, LLC submitted a unsolicited, conditional non binding indicative offer to acquire oOh!media Limited (ASX:OML) for approximately AUD 780 million on May 11, 2026. Under the terms of the acquisition, I Squared Capital Advisors, LLC will pay AUD 1.45 in cash per share. In a related transaction, Pacific Equity Partners Pty Limited entered into unsolicited, non-binding indicative offer to acquire oOh!media Limited. The transaction is subject to satisfaction of certain conditions, including the satisfactory completion of due diligence by ISQ and entry into binding transaction documentation on acceptable terms. The Board of Directors of oOh!media Limited has considered the proposals in conjunction with its advisers and has unanimously determined that the proposal adequately reflects the intrinsic value of oOh!media Limited and has rejected the proposal. The board of directors does not intends to recommend the offer to its shareholders. However, the Board has determined that, subject to the entry into satisfactory non-disclosure agreements, it is prepared to provide Pacific Equity Partners and I Squared Capital Advisors, LLC with access to a limited amount of due diligence information to enable each party to assess whether it is able to put forward a revised proposal that may be capable of the Board’s recommendation. Engagement with each of PEP and ISQ is preliminary in nature, and there is no certainty that either indicative proposal will result in a revised proposal, or that any such revised proposal (or any other proposal the Group may receive) would be recommended by the Board. The Board will continue to update the market in accordance with its continuous disclosure obligations. oOh!media Limited has also decided to pause its on-market share buyback program. I Squared Capital Advisors, LLC cancelled the acquisition of oOh!media Limited (ASX:OML) on May 11, 2026.공시 • May 11Pacific Equity Partners Pty Limited cancelled the acquisition of oOh!media Limited (ASX:OML).Pacific Equity Partners Pty Limited entered into unsolicited, non-binding indicative offer to acquire oOh!media Limited (ASX:OML) for approximately AUD 750 million on April 29, 2026. A cash consideration of AUD 1.4 per share will be paid by Pacific Equity Partners Pty Limited. PEP has stated that the terms of the Proposal may be adjusted to take into account the impact of any further buyback, dividends, distributions, changes in the final share capital of oOh! The transaction is subject to satisfactory completion of due diligence by Pacific Equity Partners, unanimous recommendation of the Proposal by the oOh! Board and a statement that each oOh! Board member will vote all the oOh! shares they own or control in favour of the Proposal, final approval of Pacific Equity Partners' Investment Committee to enter into any scheme implementation deed, entry into a binding SID on acceptable terms and receipt of approvals from the Foreign Investment Review Board and the Overseas Investment Office. The oOh! Board recommends that shareholders take no action in relation to the proposal at this time. UBS Securities Australia Limited has been appointed financial adviser and Mallesons as legal adviser to assist the Board of oOh!media Limited to evaluate and respond to the proposal. Pacific Equity Partners Pty Limited cancelled the acquisition of oOh!media Limited (ASX:OML) on May 11, 2026. In a related transaction, I Squared Capital Advisors, LLC submitted a unsolicited, conditional non binding indicative offer to acquire oOh!media Limited. The Board of Directors of oOh!media Limited has considered the proposals in conjunction with its advisers and has unanimously determined that the proposal adequately reflects the intrinsic value of oOh!media Limited and has rejected the proposal. The board of directors does not intends to recommend the offer to its shareholders. However, the Board has determined that, subject to the entry into satisfactory non-disclosure agreements, it is prepared to provide Pacific Equity Partners and I Squared Capital Advisors, LLC with access to a limited amount of due diligence information to enable each party to assess whether it is able to put forward a revised proposal that may be capable of the Board’s recommendation. Engagement with each of PEP and ISQ is preliminary in nature, and there is no certainty that either indicative proposal will result in a revised proposal, or that any such revised proposal (or any other proposal the Group may receive) would be recommended by the Board. The Board will continue to update the market in accordance with its continuous disclosure obligations. oOh!media Limited has also decided to pause its on-market share buyback program.공시 • Apr 29Pacific Equity Partners Pty Limited entered into unsolicited, non-binding indicative offer to acquire oOh!media Limited (ASX:OML) for approximately AUD 750 million.Pacific Equity Partners Pty Limited entered into unsolicited, non-binding indicative offer to acquire oOh!media Limited (ASX:OML) for approximately AUD 750 million on April 29, 2026. A cash consideration of AUD 1.4 per share will be paid by Pacific Equity Partners Pty Limited. PEP has stated that the terms of the Proposal may be adjusted to take into account the impact of any further buyback, dividends, distributions, changes in the final share capital of oOh! The transaction is subject to satisfactory completion of due diligence by Pacific Equity Partners, unanimous recommendation of the Proposal by the oOh! Board and a statement that each oOh! Board member will vote all the oOh! shares they own or control in favour of the Proposal, final approval of Pacific Equity Partners' Investment Committee to enter into any scheme implementation deed, entry into a binding SID on acceptable terms and receipt of approvals from the Foreign Investment Review Board and the Overseas Investment Office. The oOh! Board recommends that shareholders take no action in relation to the proposal at this time. UBS Securities Australia Limited has been appointed financial adviser and Mallesons as legal adviser to assist the Board of oOh!media Limited to evaluate and respond to the proposal.공시 • Feb 16Ooh!Media Limited Announces Dividend for the Six Months Ended 31 December 2025, Payable on 19 March 2026The Board of oOh!media Limited has declared a fully franked dividend of AUD 0.040 per ordinary share in respect of the six months ended 31 December 2025. This dividend is payable on 19 March 2026. Ex-dividend date is 25 February 2026 and Record date is 26 February 2026.공시 • Nov 07oOh!media Limited to Report Fiscal Year 2025 Results on Feb 16, 2026oOh!media Limited announced that they will report fiscal year 2025 results at 10:00 AM, AUS Eastern Standard Time on Feb 16, 2026공시 • Aug 18+ 2 more updatesoOh!media Limited Announces Executive ChangesoOh!media Limited announced that following the announcement of CEO Cathy O'Connor's intention to step down, James Taylor has been appointed as Managing Director.공시 • Aug 04oOh!media Limited to Report First Half, 2025 Results on Aug 18, 2025oOh!media Limited announced that they will report first half, 2025 results on Aug 18, 2025공시 • Feb 26oOh!media Limited, Annual General Meeting, May 15, 2025oOh!media Limited, Annual General Meeting, May 15, 2025.공시 • Feb 24oOh!media Limited Declares a Fully Franked Final Dividend in Respect of the Year Ended 31 December 2024, Payable on 27 March 2025The Board of oOh!media Limited has declared a fully franked final dividend of 3.50 cents per ordinary share, amounting to $18,857,000 in respect of the year ended 31 December 2024 against 31 December 2023 of $18,857,000 or 3.50 cents per ordinary. This dividend is payable on 27 March 2025. Ex-dividend date is 5 March 2025 and Record date is 6 March 2025.공시 • Dec 12oOh!media Limited to Report Fiscal Year 2024 Results on Feb 24, 2025oOh!media Limited announced that they will report fiscal year 2024 results on Feb 24, 2025Board Change • Sep 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. Independent Non-Executive Director Joe Pollard was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Declared Dividend • Aug 21First half dividend of AU$0.018 announcedShareholders will receive a dividend of AU$0.018. Ex-date: 28th August 2024 Payment date: 23rd September 2024 Dividend yield will be 4.7%, which is lower than the industry average of 5.1%. Sustainability & Growth Dividend is covered by both earnings (81% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has decreased over the past 96 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 47% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Aug 21+ 1 more updateoOh!media Limited Provides Earnings Guidance for the Year 2024oOh!media Limited provided earnings guidance for the year 2024. For the period, the Company expects mid to high single digit revenue growth for the industry in CY24, as Out of Home continues its structural growth, taking revenue share from other media sectors.Reported Earnings • Aug 21First half 2024 earnings released: EPS: AU$0.011 (vs AU$0.011 in 1H 2023)First half 2024 results: EPS: AU$0.011 (in line with 1H 2023). Revenue: AU$288.3m (down 2.8% from 1H 2023). Net income: AU$5.83m (down 9.6% from 1H 2023). Profit margin: 2.0% (down from 2.2% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.공시 • Aug 13oOh!media Limited (ASX:OML) acquired 12 new shopping centres across Australia.oOh!media Limited (ASX:OML) acquired 12 new shopping centres across Australia on August 12, 2024. oOh!media Limited (ASX:OML) completed the acquisition of 12 new shopping centres across Australia on August 12, 2024.공시 • Aug 07oOh!media Limited to Report First Half, 2024 Results on Aug 19, 2024oOh!media Limited announced that they will report first half, 2024 results on Aug 19, 2024Buy Or Sell Opportunity • Jul 31Now 20% overvaluedOver the last 90 days, the stock has fallen 17% to €0.82. The fair value is estimated to be €0.68, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.공시 • Feb 23oOh!media Limited, Annual General Meeting, May 16, 2024oOh!media Limited, Annual General Meeting, May 16, 2024.Reported Earnings • Feb 20Full year 2023 earnings released: EPS: AU$0.063 (vs AU$0.053 in FY 2022)Full year 2023 results: EPS: AU$0.063 (up from AU$0.053 in FY 2022). Revenue: AU$633.9m (up 7.0% from FY 2022). Net income: AU$34.6m (up 9.8% from FY 2022). Profit margin: 5.5% (up from 5.3% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 116% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.공시 • Jan 31oOh!media Limited to Report Fiscal Year 2023 Results on Feb 19, 2024oOh!media Limited announced that they will report fiscal year 2023 results on Feb 19, 2024Reported Earnings • Aug 22First half 2023 earnings released: EPS: AU$0.011 (vs AU$0.01 in 1H 2022)First half 2023 results: EPS: AU$0.011 (up from AU$0.01 in 1H 2022). Revenue: AU$296.6m (up 7.4% from 1H 2022). Net income: AU$6.45m (up 5.7% from 1H 2022). Profit margin: 2.2% (in line with 1H 2022). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.공시 • Aug 21oOh!media Limited Declares an Interim Dividend for the Six Months Ended June 30, 2023, Payment Date of 21 September 2023The Board of oOh!media Limited declared an interim dividend of AUD 0.01750000 for the six months ended June 30, 2023. The record date is 31 August 2023 with a scheduled payment date of 21 September 2023. Ex date is 30 August 2023.공시 • Aug 07oOh!media Limited to Report First Half, 2023 Results on Aug 21, 2023oOh!media Limited announced that they will report first half, 2023 results on Aug 21, 2023Reported Earnings • Feb 21Full year 2022 earnings released: EPS: AU$0.053 (vs AU$0.017 loss in FY 2021)Full year 2022 results: EPS: AU$0.053 (up from AU$0.017 loss in FY 2021). Revenue: AU$592.6m (up 18% from FY 2021). Net income: AU$31.5m (up AU$41.8m from FY 2021). Profit margin: 5.3% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.공시 • Feb 20oOh!Media Limited Announces Final Dividend, Payable on 3 March 2023The Board of oOh!media Limited declared a final dividend of 3.0 cents per share, fully franked, bringing the full year dividend to 4.5 cents per share, fully franked. This represents a 47% payout ratio. The record date for entitlement to receive the final dividend is 2 March 2023 with a scheduled payment date of 23 March 2023.Buying Opportunity • Feb 08Now 22% undervaluedOver the last 90 days, the stock is up 25%. The fair value is estimated to be €1.22, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.5% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings is also forecast to grow by 29% per annum over the same time period.공시 • Feb 06oOh!media Limited to Report Fiscal Year 2022 Results on Feb 20, 2023oOh!media Limited announced that they will report fiscal year 2022 results on Feb 20, 2023Reported Earnings • Aug 23First half 2022 earnings released: EPS: AU$0.01 (vs AU$0.016 loss in 1H 2021)First half 2022 results: EPS: AU$0.01 (up from AU$0.016 loss in 1H 2021). Revenue: AU$276.1m (up 10% from 1H 2021). Net income: AU$6.10m (up AU$15.4m from 1H 2021). Profit margin: 2.2% (up from net loss in 1H 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 16%, compared to a 6.2% growth forecast for the Media industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance.Recent Insider Transactions • Jun 25Non-Executive Chairman recently bought €66k worth of stockOn the 20th of June, Tony Faure bought around 91k shares on-market at roughly €0.72 per share. This was the largest purchase by an insider in the last 3 months. This was Tony's only on-market trade for the last 12 months.Recent Insider Transactions • May 24Lead Independent Director recently bought €50k worth of stockOn the 17th of May, David Wiadrowski bought around 50k shares on-market at roughly €1.01 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €56k more in shares than they have sold in the last 12 months.Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Joe Pollard was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 22Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: AU$0.017 loss per share (up from AU$0.071 loss in FY 2020). Revenue: AU$503.7m (up 18% from FY 2020). Net loss: AU$10.3m (loss narrowed 72% from FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 20%, compared to a 7.9% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.Executive Departure • Aug 25Independent Non-Executive Director Darren Smorgon has left the companyOn the 24th of August, Darren Smorgon's tenure as Independent Non-Executive Director ended after 1.2 years in the role. As of June 2021, Darren still personally held 173.75k shares (€95k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 2.75 years.Reported Earnings • Aug 24First half 2021 earnings released: AU$0.016 loss per share (vs AU$0.069 loss in 1H 2020)The company reported a solid first half result with reduced losses, improved revenues and improved control over expenses. First half 2021 results: Revenue: AU$250.1m (up 22% from 1H 2020). Net loss: AU$9.31m (loss narrowed 67% from 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.Executive Departure • May 19Independent Non-Executive Director has left the companyOn the 13th of May, Joanne Crewes' tenure as Independent Non-Executive Director ended after 3.6 years in the role. As of December 2020, Joanne personally held 71.47k shares (€74k worth at the time). Joanne is the only executive to leave the company over the last 12 months.Reported Earnings • Feb 22Full year 2020 earnings released: AU$0.07 loss per share (vs AU$0.056 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: AU$426.5m (down 34% from FY 2019). Net loss: AU$35.7m (down 366% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 92% per year but the company’s share price has only fallen by 31% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Feb 22Revenue beats expectationsRevenue exceeded analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 29%, compared to a 3.3% growth forecast for the Media industry in Germany.Is New 90 Day High Low • Feb 21New 90-day low: €0.93The company is down 9.0% from its price of €1.02 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.51 per share.Is New 90 Day High Low • Jan 07New 90-day high: €1.12The company is up 32% from its price of €0.85 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.76 per share.Recent Insider Transactions • Dec 17CEO, MD & Executive Director recently sold €503k worth of stockOn the 16th of December, Brendon Cook sold around 455k shares on-market at roughly €1.11 per share. This was the largest sale by an insider in the last 3 months. This was Brendon's only on-market trade for the last 12 months.Is New 90 Day High Low • Dec 05New 90-day high: €1.08The company is up 77% from its price of €0.61 on 04 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.36 per share.Is New 90 Day High Low • Nov 11New 90-day high: €0.95The company is up 96% from its price of €0.49 on 13 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.40 per share.Is New 90 Day High Low • Sep 28New 90-day high: €0.68The company is up 24% from its price of €0.55 on 30 June 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.19 per share.이익 및 매출 성장 예측DB:0OH - 애널리스트 향후 추정치 및 과거 재무 데이터 (AUD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20287857059196712/31/20277546146188712/31/20267184637176712/31/202569117169223N/A9/30/202568718177227N/A6/30/202568319184230N/A3/31/202566028160205N/A12/31/202463637136181N/A9/30/202463135136181N/A6/30/202462634135182N/A3/31/202463034153197N/A12/31/202363435171211N/A9/30/202362433174211N/A6/30/202361332176211N/A3/31/202360332186217N/A12/31/202259332196223N/A9/30/202256118181202N/A6/30/20225305165181N/A3/31/2022517-3153168N/A12/31/2021504-10141156N/A9/30/2021488-14123138N/A6/30/2021472-18105119N/A3/31/2021449-27128144N/A12/31/2020427-36152168N/A9/30/2020488-26198224N/A6/30/2020550-15244281N/A3/31/2020600-1212259N/A12/31/201965014181237N/A9/30/201962317N/A183N/A6/30/201959520N/A128N/A3/31/201953925N/A100N/A12/31/201848329N/A71N/A9/30/201844131N/A70N/A6/30/201839933N/A68N/A3/31/201839033N/A59N/A12/31/201738033N/A50N/A9/30/201737130N/A56N/A6/30/201736228N/A62N/A3/31/201734926N/A58N/A12/31/201633624N/A54N/A9/30/201631922N/A51N/A6/30/201630220N/A47N/A3/31/201629119N/A51N/A12/31/201528018N/A55N/A9/30/20152749N/A43N/A6/30/2015268-1N/A31N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 0OH 의 연간 예상 수익 증가율(23.3%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: 0OH 의 연간 수익(23.3%)이 German 시장(17.1%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 0OH 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 0OH 의 수익(연간 4.3%)이 German 시장(연간 6.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 0OH 의 수익(연간 4.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 0OH의 자본 수익률은 3년 후 9.6%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMedia 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 03:49종가2026/05/22 00:00수익2025/12/31연간 수익2025/12/31데이터 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 소스oOh!media Limited는 13명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Conor O’PreyCanaccord GenuityScott HudsonCLSAEntcho RaykovskiDeutsche Bank10명의 분석가 더 보기
공시 • Aug 21+ 1 more updateoOh!media Limited Provides Earnings Guidance for the Year 2024oOh!media Limited provided earnings guidance for the year 2024. For the period, the Company expects mid to high single digit revenue growth for the industry in CY24, as Out of Home continues its structural growth, taking revenue share from other media sectors.
공시 • May 12I Squared Capital Advisors, LLC cancelled the acquisition of oOh!media Limited (ASX:OML) for approximately AUD 780 million.I Squared Capital Advisors, LLC submitted a unsolicited, conditional non binding indicative offer to acquire oOh!media Limited (ASX:OML) for approximately AUD 780 million on May 11, 2026. Under the terms of the acquisition, I Squared Capital Advisors, LLC will pay AUD 1.45 in cash per share. In a related transaction, Pacific Equity Partners Pty Limited entered into unsolicited, non-binding indicative offer to acquire oOh!media Limited. The transaction is subject to satisfaction of certain conditions, including the satisfactory completion of due diligence by ISQ and entry into binding transaction documentation on acceptable terms. The Board of Directors of oOh!media Limited has considered the proposals in conjunction with its advisers and has unanimously determined that the proposal adequately reflects the intrinsic value of oOh!media Limited and has rejected the proposal. The board of directors does not intends to recommend the offer to its shareholders. However, the Board has determined that, subject to the entry into satisfactory non-disclosure agreements, it is prepared to provide Pacific Equity Partners and I Squared Capital Advisors, LLC with access to a limited amount of due diligence information to enable each party to assess whether it is able to put forward a revised proposal that may be capable of the Board’s recommendation. Engagement with each of PEP and ISQ is preliminary in nature, and there is no certainty that either indicative proposal will result in a revised proposal, or that any such revised proposal (or any other proposal the Group may receive) would be recommended by the Board. The Board will continue to update the market in accordance with its continuous disclosure obligations. oOh!media Limited has also decided to pause its on-market share buyback program. I Squared Capital Advisors, LLC cancelled the acquisition of oOh!media Limited (ASX:OML) on May 11, 2026.
공시 • May 11Pacific Equity Partners Pty Limited cancelled the acquisition of oOh!media Limited (ASX:OML).Pacific Equity Partners Pty Limited entered into unsolicited, non-binding indicative offer to acquire oOh!media Limited (ASX:OML) for approximately AUD 750 million on April 29, 2026. A cash consideration of AUD 1.4 per share will be paid by Pacific Equity Partners Pty Limited. PEP has stated that the terms of the Proposal may be adjusted to take into account the impact of any further buyback, dividends, distributions, changes in the final share capital of oOh! The transaction is subject to satisfactory completion of due diligence by Pacific Equity Partners, unanimous recommendation of the Proposal by the oOh! Board and a statement that each oOh! Board member will vote all the oOh! shares they own or control in favour of the Proposal, final approval of Pacific Equity Partners' Investment Committee to enter into any scheme implementation deed, entry into a binding SID on acceptable terms and receipt of approvals from the Foreign Investment Review Board and the Overseas Investment Office. The oOh! Board recommends that shareholders take no action in relation to the proposal at this time. UBS Securities Australia Limited has been appointed financial adviser and Mallesons as legal adviser to assist the Board of oOh!media Limited to evaluate and respond to the proposal. Pacific Equity Partners Pty Limited cancelled the acquisition of oOh!media Limited (ASX:OML) on May 11, 2026. In a related transaction, I Squared Capital Advisors, LLC submitted a unsolicited, conditional non binding indicative offer to acquire oOh!media Limited. The Board of Directors of oOh!media Limited has considered the proposals in conjunction with its advisers and has unanimously determined that the proposal adequately reflects the intrinsic value of oOh!media Limited and has rejected the proposal. The board of directors does not intends to recommend the offer to its shareholders. However, the Board has determined that, subject to the entry into satisfactory non-disclosure agreements, it is prepared to provide Pacific Equity Partners and I Squared Capital Advisors, LLC with access to a limited amount of due diligence information to enable each party to assess whether it is able to put forward a revised proposal that may be capable of the Board’s recommendation. Engagement with each of PEP and ISQ is preliminary in nature, and there is no certainty that either indicative proposal will result in a revised proposal, or that any such revised proposal (or any other proposal the Group may receive) would be recommended by the Board. The Board will continue to update the market in accordance with its continuous disclosure obligations. oOh!media Limited has also decided to pause its on-market share buyback program.
공시 • Apr 29Pacific Equity Partners Pty Limited entered into unsolicited, non-binding indicative offer to acquire oOh!media Limited (ASX:OML) for approximately AUD 750 million.Pacific Equity Partners Pty Limited entered into unsolicited, non-binding indicative offer to acquire oOh!media Limited (ASX:OML) for approximately AUD 750 million on April 29, 2026. A cash consideration of AUD 1.4 per share will be paid by Pacific Equity Partners Pty Limited. PEP has stated that the terms of the Proposal may be adjusted to take into account the impact of any further buyback, dividends, distributions, changes in the final share capital of oOh! The transaction is subject to satisfactory completion of due diligence by Pacific Equity Partners, unanimous recommendation of the Proposal by the oOh! Board and a statement that each oOh! Board member will vote all the oOh! shares they own or control in favour of the Proposal, final approval of Pacific Equity Partners' Investment Committee to enter into any scheme implementation deed, entry into a binding SID on acceptable terms and receipt of approvals from the Foreign Investment Review Board and the Overseas Investment Office. The oOh! Board recommends that shareholders take no action in relation to the proposal at this time. UBS Securities Australia Limited has been appointed financial adviser and Mallesons as legal adviser to assist the Board of oOh!media Limited to evaluate and respond to the proposal.
공시 • Feb 16Ooh!Media Limited Announces Dividend for the Six Months Ended 31 December 2025, Payable on 19 March 2026The Board of oOh!media Limited has declared a fully franked dividend of AUD 0.040 per ordinary share in respect of the six months ended 31 December 2025. This dividend is payable on 19 March 2026. Ex-dividend date is 25 February 2026 and Record date is 26 February 2026.
공시 • Nov 07oOh!media Limited to Report Fiscal Year 2025 Results on Feb 16, 2026oOh!media Limited announced that they will report fiscal year 2025 results at 10:00 AM, AUS Eastern Standard Time on Feb 16, 2026
공시 • Aug 18+ 2 more updatesoOh!media Limited Announces Executive ChangesoOh!media Limited announced that following the announcement of CEO Cathy O'Connor's intention to step down, James Taylor has been appointed as Managing Director.
공시 • Aug 04oOh!media Limited to Report First Half, 2025 Results on Aug 18, 2025oOh!media Limited announced that they will report first half, 2025 results on Aug 18, 2025
공시 • Feb 26oOh!media Limited, Annual General Meeting, May 15, 2025oOh!media Limited, Annual General Meeting, May 15, 2025.
공시 • Feb 24oOh!media Limited Declares a Fully Franked Final Dividend in Respect of the Year Ended 31 December 2024, Payable on 27 March 2025The Board of oOh!media Limited has declared a fully franked final dividend of 3.50 cents per ordinary share, amounting to $18,857,000 in respect of the year ended 31 December 2024 against 31 December 2023 of $18,857,000 or 3.50 cents per ordinary. This dividend is payable on 27 March 2025. Ex-dividend date is 5 March 2025 and Record date is 6 March 2025.
공시 • Dec 12oOh!media Limited to Report Fiscal Year 2024 Results on Feb 24, 2025oOh!media Limited announced that they will report fiscal year 2024 results on Feb 24, 2025
Board Change • Sep 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. Independent Non-Executive Director Joe Pollard was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Declared Dividend • Aug 21First half dividend of AU$0.018 announcedShareholders will receive a dividend of AU$0.018. Ex-date: 28th August 2024 Payment date: 23rd September 2024 Dividend yield will be 4.7%, which is lower than the industry average of 5.1%. Sustainability & Growth Dividend is covered by both earnings (81% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has decreased over the past 96 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 47% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Aug 21+ 1 more updateoOh!media Limited Provides Earnings Guidance for the Year 2024oOh!media Limited provided earnings guidance for the year 2024. For the period, the Company expects mid to high single digit revenue growth for the industry in CY24, as Out of Home continues its structural growth, taking revenue share from other media sectors.
Reported Earnings • Aug 21First half 2024 earnings released: EPS: AU$0.011 (vs AU$0.011 in 1H 2023)First half 2024 results: EPS: AU$0.011 (in line with 1H 2023). Revenue: AU$288.3m (down 2.8% from 1H 2023). Net income: AU$5.83m (down 9.6% from 1H 2023). Profit margin: 2.0% (down from 2.2% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
공시 • Aug 13oOh!media Limited (ASX:OML) acquired 12 new shopping centres across Australia.oOh!media Limited (ASX:OML) acquired 12 new shopping centres across Australia on August 12, 2024. oOh!media Limited (ASX:OML) completed the acquisition of 12 new shopping centres across Australia on August 12, 2024.
공시 • Aug 07oOh!media Limited to Report First Half, 2024 Results on Aug 19, 2024oOh!media Limited announced that they will report first half, 2024 results on Aug 19, 2024
Buy Or Sell Opportunity • Jul 31Now 20% overvaluedOver the last 90 days, the stock has fallen 17% to €0.82. The fair value is estimated to be €0.68, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
공시 • Feb 23oOh!media Limited, Annual General Meeting, May 16, 2024oOh!media Limited, Annual General Meeting, May 16, 2024.
Reported Earnings • Feb 20Full year 2023 earnings released: EPS: AU$0.063 (vs AU$0.053 in FY 2022)Full year 2023 results: EPS: AU$0.063 (up from AU$0.053 in FY 2022). Revenue: AU$633.9m (up 7.0% from FY 2022). Net income: AU$34.6m (up 9.8% from FY 2022). Profit margin: 5.5% (up from 5.3% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 116% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
공시 • Jan 31oOh!media Limited to Report Fiscal Year 2023 Results on Feb 19, 2024oOh!media Limited announced that they will report fiscal year 2023 results on Feb 19, 2024
Reported Earnings • Aug 22First half 2023 earnings released: EPS: AU$0.011 (vs AU$0.01 in 1H 2022)First half 2023 results: EPS: AU$0.011 (up from AU$0.01 in 1H 2022). Revenue: AU$296.6m (up 7.4% from 1H 2022). Net income: AU$6.45m (up 5.7% from 1H 2022). Profit margin: 2.2% (in line with 1H 2022). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
공시 • Aug 21oOh!media Limited Declares an Interim Dividend for the Six Months Ended June 30, 2023, Payment Date of 21 September 2023The Board of oOh!media Limited declared an interim dividend of AUD 0.01750000 for the six months ended June 30, 2023. The record date is 31 August 2023 with a scheduled payment date of 21 September 2023. Ex date is 30 August 2023.
공시 • Aug 07oOh!media Limited to Report First Half, 2023 Results on Aug 21, 2023oOh!media Limited announced that they will report first half, 2023 results on Aug 21, 2023
Reported Earnings • Feb 21Full year 2022 earnings released: EPS: AU$0.053 (vs AU$0.017 loss in FY 2021)Full year 2022 results: EPS: AU$0.053 (up from AU$0.017 loss in FY 2021). Revenue: AU$592.6m (up 18% from FY 2021). Net income: AU$31.5m (up AU$41.8m from FY 2021). Profit margin: 5.3% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
공시 • Feb 20oOh!Media Limited Announces Final Dividend, Payable on 3 March 2023The Board of oOh!media Limited declared a final dividend of 3.0 cents per share, fully franked, bringing the full year dividend to 4.5 cents per share, fully franked. This represents a 47% payout ratio. The record date for entitlement to receive the final dividend is 2 March 2023 with a scheduled payment date of 23 March 2023.
Buying Opportunity • Feb 08Now 22% undervaluedOver the last 90 days, the stock is up 25%. The fair value is estimated to be €1.22, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.5% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings is also forecast to grow by 29% per annum over the same time period.
공시 • Feb 06oOh!media Limited to Report Fiscal Year 2022 Results on Feb 20, 2023oOh!media Limited announced that they will report fiscal year 2022 results on Feb 20, 2023
Reported Earnings • Aug 23First half 2022 earnings released: EPS: AU$0.01 (vs AU$0.016 loss in 1H 2021)First half 2022 results: EPS: AU$0.01 (up from AU$0.016 loss in 1H 2021). Revenue: AU$276.1m (up 10% from 1H 2021). Net income: AU$6.10m (up AU$15.4m from 1H 2021). Profit margin: 2.2% (up from net loss in 1H 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 16%, compared to a 6.2% growth forecast for the Media industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance.
Recent Insider Transactions • Jun 25Non-Executive Chairman recently bought €66k worth of stockOn the 20th of June, Tony Faure bought around 91k shares on-market at roughly €0.72 per share. This was the largest purchase by an insider in the last 3 months. This was Tony's only on-market trade for the last 12 months.
Recent Insider Transactions • May 24Lead Independent Director recently bought €50k worth of stockOn the 17th of May, David Wiadrowski bought around 50k shares on-market at roughly €1.01 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €56k more in shares than they have sold in the last 12 months.
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Joe Pollard was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 22Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: AU$0.017 loss per share (up from AU$0.071 loss in FY 2020). Revenue: AU$503.7m (up 18% from FY 2020). Net loss: AU$10.3m (loss narrowed 72% from FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 20%, compared to a 7.9% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.
Executive Departure • Aug 25Independent Non-Executive Director Darren Smorgon has left the companyOn the 24th of August, Darren Smorgon's tenure as Independent Non-Executive Director ended after 1.2 years in the role. As of June 2021, Darren still personally held 173.75k shares (€95k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 2.75 years.
Reported Earnings • Aug 24First half 2021 earnings released: AU$0.016 loss per share (vs AU$0.069 loss in 1H 2020)The company reported a solid first half result with reduced losses, improved revenues and improved control over expenses. First half 2021 results: Revenue: AU$250.1m (up 22% from 1H 2020). Net loss: AU$9.31m (loss narrowed 67% from 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.
Executive Departure • May 19Independent Non-Executive Director has left the companyOn the 13th of May, Joanne Crewes' tenure as Independent Non-Executive Director ended after 3.6 years in the role. As of December 2020, Joanne personally held 71.47k shares (€74k worth at the time). Joanne is the only executive to leave the company over the last 12 months.
Reported Earnings • Feb 22Full year 2020 earnings released: AU$0.07 loss per share (vs AU$0.056 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: AU$426.5m (down 34% from FY 2019). Net loss: AU$35.7m (down 366% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 92% per year but the company’s share price has only fallen by 31% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Feb 22Revenue beats expectationsRevenue exceeded analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 29%, compared to a 3.3% growth forecast for the Media industry in Germany.
Is New 90 Day High Low • Feb 21New 90-day low: €0.93The company is down 9.0% from its price of €1.02 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.51 per share.
Is New 90 Day High Low • Jan 07New 90-day high: €1.12The company is up 32% from its price of €0.85 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.76 per share.
Recent Insider Transactions • Dec 17CEO, MD & Executive Director recently sold €503k worth of stockOn the 16th of December, Brendon Cook sold around 455k shares on-market at roughly €1.11 per share. This was the largest sale by an insider in the last 3 months. This was Brendon's only on-market trade for the last 12 months.
Is New 90 Day High Low • Dec 05New 90-day high: €1.08The company is up 77% from its price of €0.61 on 04 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.36 per share.
Is New 90 Day High Low • Nov 11New 90-day high: €0.95The company is up 96% from its price of €0.49 on 13 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.40 per share.
Is New 90 Day High Low • Sep 28New 90-day high: €0.68The company is up 24% from its price of €0.55 on 30 June 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.19 per share.