View ValuationAsseco South Eastern Europe 향후 성장Future 기준 점검 1/6Asseco South Eastern Europe의 수익이 증가할 것으로 예상됨입니다.핵심 정보n/a이익 성장률n/aEPS 성장률IT 이익 성장13.6%매출 성장률10.4%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트28 Apr 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesDeclared Dividend • May 20Dividend of zł1.95 announcedShareholders will receive a dividend of zł1.95. Ex-date: 23rd June 2026 Payment date: 1st July 2026 Dividend yield will be 14%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 11% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공시 • May 07Asseco South Eastern Europe S.A., Annual General Meeting, Jun 01, 2026Asseco South Eastern Europe S.A., Annual General Meeting, Jun 01, 2026, at 13:00 Central European Standard Time.공시 • May 02Asseco South Eastern Europe S.A. to Report First Half, 2026 Results on Jul 31, 2026Asseco South Eastern Europe S.A. announced that they will report first half, 2026 results on Jul 31, 2026공시 • Feb 10Asseco South Eastern Europe S.A. to Report Fiscal Year 2025 Results on Feb 25, 2026Asseco South Eastern Europe S.A. announced that they will report fiscal year 2025 results on Feb 25, 2026공시 • May 09Asseco South Eastern Europe S.A., Annual General Meeting, Jun 04, 2025Asseco South Eastern Europe S.A., Annual General Meeting, Jun 04, 2025.공시 • Jan 17+ 3 more updatesAsseco South Eastern Europe S.A. to Report Q3, 2025 Results on Oct 23, 2025Asseco South Eastern Europe S.A. announced that they will report Q3, 2025 results on Oct 23, 2025Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: zł1.04 (vs zł1.21 in 3Q 2023)Third quarter 2024 results: EPS: zł1.04 (down from zł1.21 in 3Q 2023). Revenue: zł444.8m (up 12% from 3Q 2023). Net income: zł54.0m (down 14% from 3Q 2023). Profit margin: 12% (down from 16% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 04Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł397.6m (up 5.9% from 2Q 2023). Net income: zł40.1m (down 15% from 2Q 2023). Profit margin: 10% (down from 13% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 05Upcoming dividend of zł1.65 per shareEligible shareholders must have bought the stock before 12 June 2024. Payment date: 20 June 2024. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (2.3%).Reported Earnings • Apr 25First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: zł367.1m (down 3.4% from 1Q 2023). Net income: zł47.0m (up 3.3% from 1Q 2023). Profit margin: 13% (in line with 1Q 2023). Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the IT industry in Germany.공시 • Apr 11Asseco South Eastern Europe S.A., Annual General Meeting, May 07, 2024Asseco South Eastern Europe S.A., Annual General Meeting, May 07, 2024, at 10:00 Central European Standard Time.Reported Earnings • Feb 29Full year 2023 earnings released: EPS: zł3.86 (vs zł3.63 in FY 2022)Full year 2023 results: EPS: zł3.86 (up from zł3.63 in FY 2022). Revenue: zł1.64b (up 4.9% from FY 2022). Net income: zł200.4m (up 6.4% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the IT industry in Germany.Buy Or Sell Opportunity • Feb 17Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to €11.75. The fair value is estimated to be €9.71, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 20%.공시 • Feb 16Asseco South Eastern Europe S.A. Recommends Dividend for Year the 2023Asseco South Eastern Europe S.A. recommended the payment of a PLN 1.65 (EUR 0.38) dividend per share from the 2023 profit, the company said in a market filing.공시 • Jan 12+ 5 more updatesAsseco South Eastern Europe S.A. to Report ,2024 Results on Aug 02, 2024Asseco South Eastern Europe S.A. announced that they will report , 2024 results on Aug 02, 2024공시 • Dec 22Asseco South Eastern Europe S.A. (WSE:ASE) acquired unknown majority stake in Dwelt d.o.o.Asseco South Eastern Europe S.A. (WSE:ASE) acquired unknown majority stake in Dwelt d.o.o. on December 21, 2023.Asseco South Eastern Europe S.A. (WSE:ASE) completed the acquisition of unknown majority stake in Dwelt d.o.o. on December 21, 2023.Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: zł1.21 (vs zł0.97 in 3Q 2022)Third quarter 2023 results: EPS: zł1.21 (up from zł0.97 in 3Q 2022). Revenue: zł398.3m (down 5.0% from 3Q 2022). Net income: zł62.5m (up 24% from 3Q 2022). Profit margin: 16% (up from 12% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the IT industry in Germany.Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: zł0.91 (vs zł1.23 in 2Q 2022)Second quarter 2023 results: EPS: zł0.91 (down from zł1.23 in 2Q 2022). Revenue: zł375.5m (up 7.3% from 2Q 2022). Net income: zł47.1m (down 26% from 2Q 2022). Profit margin: 13% (down from 18% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the IT industry in Germany.Upcoming Dividend • Jun 22Upcoming dividend of zł1.46 per share at 3.1% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 13 July 2023. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.2%).공시 • May 31Asseco South Eastern Europe S.A., Annual General Meeting, Jun 22, 2023Asseco South Eastern Europe S.A., Annual General Meeting, Jun 22, 2023, at 11:00 Central European Standard Time.Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: zł0.88 (vs zł0.75 in 1Q 2022)First quarter 2023 results: EPS: zł0.88 (up from zł0.75 in 1Q 2022). Revenue: zł380.1m (up 22% from 1Q 2022). Net income: zł45.5m (up 16% from 1Q 2022). Profit margin: 12% (in line with 1Q 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 2 years, compared to a 9.2% growth forecast for the IT industry in Germany.공시 • Jan 10+ 3 more updatesAsseco South Eastern Europe S.A. to Report First Half, 2023 Results on Aug 02, 2023Asseco South Eastern Europe S.A. announced that they will report first half, 2023 results on Aug 02, 2023Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: zł0.97 (vs zł0.73 in 3Q 2021)Third quarter 2022 results: EPS: zł0.97 (up from zł0.73 in 3Q 2021). Revenue: zł419.5m (up 59% from 3Q 2021). Net income: zł50.3m (up 33% from 3Q 2021). Profit margin: 12% (down from 14% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the IT industry in Germany.Reported Earnings • Aug 19Second quarter 2022 earnings released: EPS: zł1.25 (vs zł0.64 in 2Q 2021)Second quarter 2022 results: EPS: zł1.25 (up from zł0.64 in 2Q 2021). Revenue: zł349.4m (up 28% from 2Q 2021). Net income: zł65.0m (up 95% from 2Q 2021). Profit margin: 19% (up from 12% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.8%, compared to a 15% growth forecast for the IT industry in Germany.공시 • Jun 29Asseco South Eastern Europe S.A. (WSE:ASE) acquired unknown majority stake in BITHAT SOLUTIONS SRL.Asseco South Eastern Europe S.A. (WSE:ASE) acquired unknown majority stake in BITHAT SOLUTIONS SRL on June 27, 2022. Cristian Popescu and Cristina Marcu of Dentons assisted Asseco and coordinated all legal aspects of the acquisition, from the extended due diligence to the drafting and negotiation of the transaction documents. Asseco South Eastern Europe S.A. (WSE:ASE completed the acquisition of unknown majority stake in BITHAT SOLUTIONS SRL on June 27, 2022.공시 • Jun 22ASSECO SEE Announces Dividend for the Year of 2021, Payable on July 12, 2022ASSECO SEE - Listed IT firm Asseco SEE, a unit of Asseco Poland, will pay out a dividend of PLN 1.28 per share, or a total of PLN 66.4 million, from 2021 profits of PLN 100.4 million, the company said in a market filing with a GM resolution. Rights will be set on June 29, 2022 and the payment made on July 12, 2022.Upcoming Dividend • Jun 21Upcoming dividend of zł1.28 per shareEligible shareholders must have bought the stock before 28 June 2022. Payment date: 12 July 2022. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (1.6%).공시 • May 31Asseco South Eastern Europe S.A., Annual General Meeting, Jun 21, 2022Asseco South Eastern Europe S.A., Annual General Meeting, Jun 21, 2022, at 11:00 Central European Standard Time.Reported Earnings • May 01First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: zł311.2m (up 23% from 1Q 2021). Net income: zł39.1m (up 23% from 1Q 2021). Profit margin: 13% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 11%, compared to a 19% growth forecast for the industry in Germany.Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improved over the past weekAfter last week's 15% share price gain to €11.10, the stock trades at a trailing P/E ratio of 18.1x. Average forward P/E is 28x in the IT industry in Germany.공시 • Dec 07Asseco South Eastern Europe S.A. (WSE:ASE) acquired an unknown majority stake in BS Telecom Solution.Asseco South Eastern Europe S.A. (WSE:ASE) acquired an unknown majority stake in BS Telecom Solution on December 6, 2021. The transaction was approved by Bosnia's competition authority. Asseco South Eastern Europe S.A. (WSE:ASE) completed the acquisition of an unknown majority stake in BS Telecom Solution on December 6, 2021.Reported Earnings • Oct 30Third quarter 2021 earnings released: EPS zł0.73 (vs zł0.61 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: zł264.3m (up 16% from 3Q 2020). Net income: zł37.7m (up 20% from 3Q 2020). Profit margin: 14% (in line with 3Q 2020).공시 • Sep 25Asseco South Eastern Europe S.A. (WSE:ASE) acquired IT Sistemi.Asseco South Eastern Europe S.A. (WSE:ASE) acquired IT Sistemi on September 23, 2021. As part of acquisition Asseco acquired eVision which is 100% owned by IT Sistemi. Current leaders Damir Popovic and Zvonimir Mavretic still remain in the management of the companies. Asseco South Eastern Europe S.A. (WSE:ASE) completed the acquisition of IT Sistemi on September 23, 2021.Reported Earnings • Aug 06Second quarter 2021 earnings released: EPS zł0.64 (vs zł0.52 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: zł273.0m (up 17% from 2Q 2020). Net income: zł33.4m (up 24% from 2Q 2020). Profit margin: 12% (in line with 2Q 2020).Reported Earnings • May 01First quarter 2021 earnings released: EPS zł0.61 (vs zł0.45 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: zł252.8m (up 9.4% from 1Q 2020). Net income: zł31.7m (up 35% from 1Q 2020). Profit margin: 13% (up from 10% in 1Q 2020). The increase in margin was driven by higher revenue.이익 및 매출 성장 예측DB:7T8 - 애널리스트 향후 추정치 및 과거 재무 데이터 (PLN Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20282,497N/A258411212/31/20272,303N/A243361212/31/20261,729N/A20733423/31/20261,833210263340N/A12/31/20251,799198237317N/A9/30/20251,763192215332N/A6/30/20251,770190201310N/A3/31/20251,741188170272N/A12/31/20241,708199111204N/A9/30/20241,698186147210N/A6/30/20241,652195164224N/A3/31/20241,630202204262N/A12/31/20231,643200248310N/A9/30/20231,639190166221N/A6/30/20231,660177196255N/A3/31/20231,634195189252N/A12/31/20221,565188181241N/A9/30/20221,437200194249N/A6/30/20221,282187176224N/A3/31/20221,206156195239N/A12/31/20211,147149195235N/A9/30/20211,125137203238N/A6/30/20211,088130192228N/A3/31/20211,048124200235N/A12/31/20201,026116169205N/A9/30/2020967110177214N/A6/30/2020969104155195N/A3/31/202093495103151N/A12/31/201988190N/A159N/A9/30/201982782N/A118N/A6/30/201975074N/A133N/A3/31/201971172N/A120N/A12/31/201867065N/A121N/A9/30/201860963N/A114N/A6/30/201858556N/A81N/A3/31/201857656N/A97N/A12/31/201757155N/A94N/A9/30/201759057N/A100N/A6/30/201759357N/A90N/A3/31/201758453N/A100N/A12/31/201657151N/A88N/A9/30/201653142N/A54N/A6/30/201652744N/A75N/A3/31/201650944N/A66N/A12/31/201548744N/A75N/A9/30/201551346N/A85N/A6/30/201550143N/A67N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 7T8 의 예상 수익 증가율이 절약률(1.9%)보다 높은지 판단하기에는 데이터가 부족합니다.수익 vs 시장: 7T8 의 수익이 German 시장보다 빠르게 성장할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.고성장 수익: 7T8 의 수익이 향후 3년 동안 상당히 증가할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.수익 대 시장: 7T8 의 수익(연간 10.4%)이 German 시장(연간 6.7%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 7T8 의 수익(연간 10.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 7T8의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/09 10:02종가2026/06/09 00:00수익2026/03/31연간 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 소스Asseco South Eastern Europe S.A.는 8명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Kamil KliszczBiuro maklerskie mBankuPawel SzpigielBiuro maklerskie mBankuBeata Szparaga-WasniewskaBiuro maklerskie mBanku5명의 분석가 더 보기
Declared Dividend • May 20Dividend of zł1.95 announcedShareholders will receive a dividend of zł1.95. Ex-date: 23rd June 2026 Payment date: 1st July 2026 Dividend yield will be 14%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 11% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공시 • May 07Asseco South Eastern Europe S.A., Annual General Meeting, Jun 01, 2026Asseco South Eastern Europe S.A., Annual General Meeting, Jun 01, 2026, at 13:00 Central European Standard Time.
공시 • May 02Asseco South Eastern Europe S.A. to Report First Half, 2026 Results on Jul 31, 2026Asseco South Eastern Europe S.A. announced that they will report first half, 2026 results on Jul 31, 2026
공시 • Feb 10Asseco South Eastern Europe S.A. to Report Fiscal Year 2025 Results on Feb 25, 2026Asseco South Eastern Europe S.A. announced that they will report fiscal year 2025 results on Feb 25, 2026
공시 • May 09Asseco South Eastern Europe S.A., Annual General Meeting, Jun 04, 2025Asseco South Eastern Europe S.A., Annual General Meeting, Jun 04, 2025.
공시 • Jan 17+ 3 more updatesAsseco South Eastern Europe S.A. to Report Q3, 2025 Results on Oct 23, 2025Asseco South Eastern Europe S.A. announced that they will report Q3, 2025 results on Oct 23, 2025
Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: zł1.04 (vs zł1.21 in 3Q 2023)Third quarter 2024 results: EPS: zł1.04 (down from zł1.21 in 3Q 2023). Revenue: zł444.8m (up 12% from 3Q 2023). Net income: zł54.0m (down 14% from 3Q 2023). Profit margin: 12% (down from 16% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 04Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł397.6m (up 5.9% from 2Q 2023). Net income: zł40.1m (down 15% from 2Q 2023). Profit margin: 10% (down from 13% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 05Upcoming dividend of zł1.65 per shareEligible shareholders must have bought the stock before 12 June 2024. Payment date: 20 June 2024. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (2.3%).
Reported Earnings • Apr 25First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: zł367.1m (down 3.4% from 1Q 2023). Net income: zł47.0m (up 3.3% from 1Q 2023). Profit margin: 13% (in line with 1Q 2023). Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the IT industry in Germany.
공시 • Apr 11Asseco South Eastern Europe S.A., Annual General Meeting, May 07, 2024Asseco South Eastern Europe S.A., Annual General Meeting, May 07, 2024, at 10:00 Central European Standard Time.
Reported Earnings • Feb 29Full year 2023 earnings released: EPS: zł3.86 (vs zł3.63 in FY 2022)Full year 2023 results: EPS: zł3.86 (up from zł3.63 in FY 2022). Revenue: zł1.64b (up 4.9% from FY 2022). Net income: zł200.4m (up 6.4% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the IT industry in Germany.
Buy Or Sell Opportunity • Feb 17Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to €11.75. The fair value is estimated to be €9.71, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 20%.
공시 • Feb 16Asseco South Eastern Europe S.A. Recommends Dividend for Year the 2023Asseco South Eastern Europe S.A. recommended the payment of a PLN 1.65 (EUR 0.38) dividend per share from the 2023 profit, the company said in a market filing.
공시 • Jan 12+ 5 more updatesAsseco South Eastern Europe S.A. to Report ,2024 Results on Aug 02, 2024Asseco South Eastern Europe S.A. announced that they will report , 2024 results on Aug 02, 2024
공시 • Dec 22Asseco South Eastern Europe S.A. (WSE:ASE) acquired unknown majority stake in Dwelt d.o.o.Asseco South Eastern Europe S.A. (WSE:ASE) acquired unknown majority stake in Dwelt d.o.o. on December 21, 2023.Asseco South Eastern Europe S.A. (WSE:ASE) completed the acquisition of unknown majority stake in Dwelt d.o.o. on December 21, 2023.
Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: zł1.21 (vs zł0.97 in 3Q 2022)Third quarter 2023 results: EPS: zł1.21 (up from zł0.97 in 3Q 2022). Revenue: zł398.3m (down 5.0% from 3Q 2022). Net income: zł62.5m (up 24% from 3Q 2022). Profit margin: 16% (up from 12% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the IT industry in Germany.
Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: zł0.91 (vs zł1.23 in 2Q 2022)Second quarter 2023 results: EPS: zł0.91 (down from zł1.23 in 2Q 2022). Revenue: zł375.5m (up 7.3% from 2Q 2022). Net income: zł47.1m (down 26% from 2Q 2022). Profit margin: 13% (down from 18% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the IT industry in Germany.
Upcoming Dividend • Jun 22Upcoming dividend of zł1.46 per share at 3.1% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 13 July 2023. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.2%).
공시 • May 31Asseco South Eastern Europe S.A., Annual General Meeting, Jun 22, 2023Asseco South Eastern Europe S.A., Annual General Meeting, Jun 22, 2023, at 11:00 Central European Standard Time.
Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: zł0.88 (vs zł0.75 in 1Q 2022)First quarter 2023 results: EPS: zł0.88 (up from zł0.75 in 1Q 2022). Revenue: zł380.1m (up 22% from 1Q 2022). Net income: zł45.5m (up 16% from 1Q 2022). Profit margin: 12% (in line with 1Q 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 2 years, compared to a 9.2% growth forecast for the IT industry in Germany.
공시 • Jan 10+ 3 more updatesAsseco South Eastern Europe S.A. to Report First Half, 2023 Results on Aug 02, 2023Asseco South Eastern Europe S.A. announced that they will report first half, 2023 results on Aug 02, 2023
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: zł0.97 (vs zł0.73 in 3Q 2021)Third quarter 2022 results: EPS: zł0.97 (up from zł0.73 in 3Q 2021). Revenue: zł419.5m (up 59% from 3Q 2021). Net income: zł50.3m (up 33% from 3Q 2021). Profit margin: 12% (down from 14% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the IT industry in Germany.
Reported Earnings • Aug 19Second quarter 2022 earnings released: EPS: zł1.25 (vs zł0.64 in 2Q 2021)Second quarter 2022 results: EPS: zł1.25 (up from zł0.64 in 2Q 2021). Revenue: zł349.4m (up 28% from 2Q 2021). Net income: zł65.0m (up 95% from 2Q 2021). Profit margin: 19% (up from 12% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.8%, compared to a 15% growth forecast for the IT industry in Germany.
공시 • Jun 29Asseco South Eastern Europe S.A. (WSE:ASE) acquired unknown majority stake in BITHAT SOLUTIONS SRL.Asseco South Eastern Europe S.A. (WSE:ASE) acquired unknown majority stake in BITHAT SOLUTIONS SRL on June 27, 2022. Cristian Popescu and Cristina Marcu of Dentons assisted Asseco and coordinated all legal aspects of the acquisition, from the extended due diligence to the drafting and negotiation of the transaction documents. Asseco South Eastern Europe S.A. (WSE:ASE completed the acquisition of unknown majority stake in BITHAT SOLUTIONS SRL on June 27, 2022.
공시 • Jun 22ASSECO SEE Announces Dividend for the Year of 2021, Payable on July 12, 2022ASSECO SEE - Listed IT firm Asseco SEE, a unit of Asseco Poland, will pay out a dividend of PLN 1.28 per share, or a total of PLN 66.4 million, from 2021 profits of PLN 100.4 million, the company said in a market filing with a GM resolution. Rights will be set on June 29, 2022 and the payment made on July 12, 2022.
Upcoming Dividend • Jun 21Upcoming dividend of zł1.28 per shareEligible shareholders must have bought the stock before 28 June 2022. Payment date: 12 July 2022. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (1.6%).
공시 • May 31Asseco South Eastern Europe S.A., Annual General Meeting, Jun 21, 2022Asseco South Eastern Europe S.A., Annual General Meeting, Jun 21, 2022, at 11:00 Central European Standard Time.
Reported Earnings • May 01First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: zł311.2m (up 23% from 1Q 2021). Net income: zł39.1m (up 23% from 1Q 2021). Profit margin: 13% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 11%, compared to a 19% growth forecast for the industry in Germany.
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improved over the past weekAfter last week's 15% share price gain to €11.10, the stock trades at a trailing P/E ratio of 18.1x. Average forward P/E is 28x in the IT industry in Germany.
공시 • Dec 07Asseco South Eastern Europe S.A. (WSE:ASE) acquired an unknown majority stake in BS Telecom Solution.Asseco South Eastern Europe S.A. (WSE:ASE) acquired an unknown majority stake in BS Telecom Solution on December 6, 2021. The transaction was approved by Bosnia's competition authority. Asseco South Eastern Europe S.A. (WSE:ASE) completed the acquisition of an unknown majority stake in BS Telecom Solution on December 6, 2021.
Reported Earnings • Oct 30Third quarter 2021 earnings released: EPS zł0.73 (vs zł0.61 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: zł264.3m (up 16% from 3Q 2020). Net income: zł37.7m (up 20% from 3Q 2020). Profit margin: 14% (in line with 3Q 2020).
공시 • Sep 25Asseco South Eastern Europe S.A. (WSE:ASE) acquired IT Sistemi.Asseco South Eastern Europe S.A. (WSE:ASE) acquired IT Sistemi on September 23, 2021. As part of acquisition Asseco acquired eVision which is 100% owned by IT Sistemi. Current leaders Damir Popovic and Zvonimir Mavretic still remain in the management of the companies. Asseco South Eastern Europe S.A. (WSE:ASE) completed the acquisition of IT Sistemi on September 23, 2021.
Reported Earnings • Aug 06Second quarter 2021 earnings released: EPS zł0.64 (vs zł0.52 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: zł273.0m (up 17% from 2Q 2020). Net income: zł33.4m (up 24% from 2Q 2020). Profit margin: 12% (in line with 2Q 2020).
Reported Earnings • May 01First quarter 2021 earnings released: EPS zł0.61 (vs zł0.45 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: zł252.8m (up 9.4% from 1Q 2020). Net income: zł31.7m (up 35% from 1Q 2020). Profit margin: 13% (up from 10% in 1Q 2020). The increase in margin was driven by higher revenue.