View Financial HealthVusion 배당 및 자사주 매입배당 기준 점검 2/6Vusion 수익으로 충분히 충당되는 현재 수익률 0.76% 보유한 배당금 지급 회사입니다. 다음 지급일은 12th June, 2026 이며 배당락일은 다음과 같습니다. 10th June, 2026.핵심 정보0.8%배당 수익률-2.7%자사주 매입 수익률총 주주 수익률-1.9%미래 배당 수익률0.9%배당 성장률n/a다음 배당 지급일12 Jun 26배당락일10 Jun 26주당 배당금n/a배당 성향10%최근 배당 및 자사주 매입 업데이트공지 • Mar 03Vusion S.A. announces Annual dividend, payable on June 12, 2026Vusion S.A. announced Annual dividend of EUR 0.9000 per share payable on June 12, 2026, ex-date on June 10, 2026 and record date on June 11, 2026.모든 업데이트 보기Recent updates공지 • May 01Vusion S.A., Annual General Meeting, Jun 04, 2026Vusion S.A., Annual General Meeting, Jun 04, 2026. Location: 110 esplanade du general de gaulle, courbevoie France공지 • Apr 22Vusion S.A. to Report First Half, 2026 Results on Sep 21, 2026Vusion S.A. announced that they will report first half, 2026 results on Sep 21, 2026공지 • Mar 03Vusion S.A. announces Annual dividend, payable on June 12, 2026Vusion S.A. announced Annual dividend of EUR 0.9000 per share payable on June 12, 2026, ex-date on June 10, 2026 and record date on June 11, 2026.공지 • Oct 23+ 1 more updateVusionGroup S.A. to Report First Half, 2026 Results on Jul 30, 2026VusionGroup S.A. announced that they will report first half, 2026 results on Jul 30, 2026공지 • Sep 16VusionGroup S.A. (ENXTPA:SESL) acquired 11.90% stake in Ubica Robotics GmbH for €7 million.VusionGroup S.A. (ENXTPA:SESL) acquired 11.90% stake in Ubica Robotics GmbH for €7 million on First half 2025. VusionGroup S.A. (ENXTPA:SESL) completed the acquisition of 11.90% stake in Ubica Robotics GmbH on First half 2025.공지 • May 13+ 1 more updateVusionGroup S.A., Annual General Meeting, Jun 17, 2025VusionGroup S.A., Annual General Meeting, Jun 17, 2025. Location: 10 bis rue du 4 septembre, paris France공지 • Apr 24VusionGroup S.A. to Report First Half, 2025 Results on Sep 15, 2025VusionGroup S.A. announced that they will report first half, 2025 results on Sep 15, 2025공지 • Dec 27+ 1 more updateVusionGroup S.A. to Report Fiscal Year 2024 Results on Feb 26, 2025VusionGroup S.A. announced that they will report fiscal year 2024 results at 5:40 PM, Central European Standard Time on Feb 26, 2025Reported Earnings • Oct 03First half 2024 earnings released: €1.50 loss per share (vs €5.78 profit in 1H 2023)First half 2024 results: €1.50 loss per share (down from €5.78 profit in 1H 2023). Revenue: €408.9m (up 7.4% from 1H 2023). Net loss: €23.9m (down 126% from profit in 1H 2023). Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 43% per year whereas the company’s share price has increased by 44% per year.Board Change • Jun 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. Independent Director Peter Brabeck-Letmathe was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • May 07Full year 2023 earnings released: EPS: €5.02 (vs €1.20 in FY 2022)Full year 2023 results: EPS: €5.02 (up from €1.20 in FY 2022). Revenue: €802.0m (up 29% from FY 2022). Net income: €79.8m (up 321% from FY 2022). Profit margin: 9.9% (up from 3.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 115% per year but the company’s share price has only increased by 47% per year, which means it is significantly lagging earnings growth.New Risk • Mar 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Mar 28Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €149, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 18x in the Electronic industry in Germany. Total returns to shareholders of 265% over the past three years.Valuation Update With 7 Day Price Move • Jan 29Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €139, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 12x in the Electronic industry in Germany. Total returns to shareholders of 221% over the past three years.Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €130, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 11x in the Electronic industry in Germany. Total returns to shareholders of 270% over the past three years.New Risk • Oct 31New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.3% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (7.5% average weekly change).Valuation Update With 7 Day Price Move • Oct 28Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €82.20, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 11x in the Electronic industry in Germany. Total returns to shareholders of 242% over the past three years.Reported Earnings • Oct 05First half 2023 earnings released: EPS: €5.78 (vs €0.32 in 1H 2022)First half 2023 results: EPS: €5.78 (up from €0.32 in 1H 2022). Revenue: €380.7m (up 33% from 1H 2022). Net income: €91.6m (up €86.6m from 1H 2022). Profit margin: 24% (up from 1.8% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 139% per year but the company’s share price has only increased by 71% per year, which means it is significantly lagging earnings growth.Board Change • Sep 08Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Peter Brabeck-Letmathe was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Jun 24Investor sentiment deteriorates as stock falls 60%After last week's 60% share price decline to €68.50, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 18x in the Electronic industry in Germany. Total returns to shareholders of 195% over the past three years.Reported Earnings • Mar 10Full year 2022 earnings releasedFull year 2022 results: Revenue: €620.9m (up 47% from FY 2021). Net income: €18.7m (up €15.9m from FY 2021). Profit margin: 3.0% (up from 0.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany.공지 • Dec 07SES-imagotag Société Anonyme to Report Fiscal Year 2022 Results on Mar 09, 2023SES-imagotag Société Anonyme announced that they will report fiscal year 2022 results on Mar 09, 2023공지 • Dec 01An unknown buyer acquired a 9.51% stake in SES-imagotag Société Anonyme (ENXTPA:SESL) from BOE Smart Retail (Hong Kong) Co. Limited for approximately €170 million.An unknown buyer acquired a 9.51% stake in SES-imagotag Société Anonyme (ENXTPA:SESL) from BOE Smart Retail (Hong Kong) Co. Limited for approximately €170 million on November 29, 2022. Cash price €112 per share has been paid for 1.5 million shares representing approximately 9.51% stake of SES-imagotag. Pursuant to transaction, BOE's stake has decreased from 42.07% to 32.56%.An unknown buyer completed the acquisition of a 9.51% stake in SES-imagotag Société Anonyme (ENXTPA:SESL) from BOE Smart Retail (Hong Kong) Co. Limited on November 29, 2022.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Franck Moison was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Sep 11First half 2022 earnings releasedFirst half 2022 results: Revenue: €285.9m (up 41% from 1H 2021). Net income: €4.90m (up 271% from 1H 2021). Profit margin: 1.7% (up from 0.7% in 1H 2021). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Franck Moison was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 05Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Revenue: €422.9m (up 46% from FY 2020). Net income: €2.00m (up €8.88m from FY 2020). Profit margin: 0.5% (up from net loss in FY 2020). Revenue exceeded analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 38%, compared to a 24% growth forecast for the industry in Germany.공지 • Jan 06SES-imagotag Société Anonyme (ENXTPA:SESL) acquired remaining unknown stake in Market Hub Technologies Limited.SES-imagotag Société Anonyme (ENXTPA:SESL) acquired remaining unknown stake in Market Hub Technologies Limited on January 5, 2021. Post completion SES-imagotag Société Anonyme will hold 100% stake in Market Hub Technologies Limited. Founder Roy Horgan will join the SES-imagotag global executive team as Group SEVP of Strategy, Marketing and Communications. SES-imagotag has held a majority holding in the Irish retail analytics start-up since 2019 and is delighted to announce the 100% acquisition of the remaining shares of MarketHub with immediate effect. SES-imagotag Société Anonyme (ENXTPA:SESL) completed the acquisition of remaining unknown stake in Market Hub Technologies Limited on January 5, 2021.Reported Earnings • Sep 09First half 2021 earnings releasedThe company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €202.8m (up 71% from 1H 2020). Net income: €1.00m (up €10.3m from 1H 2020). Profit margin: 0.5% (up from net loss in 1H 2020). The move to profitability was driven by higher revenue.Reported Earnings • Apr 04Full year 2020 earnings releasedThe company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2020 results: Revenue: €290.3m (up 17% from FY 2019). Net loss: €7.60m (loss narrowed 39% from FY 2019).Is New 90 Day High Low • Feb 09New 90-day high: €45.00The company is up 73% from its price of €26.00 on 10 November 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €31.46 per share.Is New 90 Day High Low • Jan 14New 90-day high: €40.95The company is up 82% from its price of €22.55 on 16 October 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.15 per share.공지 • Jan 06SES-imagotag Société Anonyme, Annual General Meeting, Jun 16, 2021SES-imagotag Société Anonyme, Annual General Meeting, Jun 16, 2021.Is New 90 Day High Low • Dec 31New 90-day high: €38.20The company is up 85% from its price of €20.70 on 02 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.14 per share.Is New 90 Day High Low • Dec 10New 90-day high: €27.20The company is up 16% from its price of €23.35 on 11 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.Is New 90 Day High Low • Nov 10New 90-day high: €26.70The company is up 4.0% from its price of €25.60 on 11 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.Is New 90 Day High Low • Sep 29New 90-day low: €21.15The company is down 6.0% from its price of €22.50 on 30 June 2020. The German market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.62 per share.Reported Earnings • Sep 26First half earnings releasedOver the last 12 months the company has reported total losses of €17.4m, with losses widening by 180% from the prior year. Total revenue was €244.6m over the last 12 months, up 7.2% from the prior year.공지 • Sep 25SES-imagotag (ENXTPA:SESL) signed a memorandum of understanding to acquire Pervasive Displays Inc. for €32.7 million.SES-imagotag (ENXTPA:SESL) signed a memorandum of understanding to acquire Pervasive Displays Inc. for €32.7 million in cash and stock on September 19, 2016. SES-imagotag will acquire 15.04 million. As consideration, SES-imagotag will pay an upfront consideration in 0.79 million SES-imagotag shares and in €3.28 million cash, together with a contingent earn-out payment of €12 million cash in two years based on performance. The deal is subject to regulatory clearance by Taiwan authorities and shareholder approval of SES-imagotag and Pervasive Displays. SES-imagotag signed a final contract to acquire Pervasive Displays Inc. on October 3, 2016. Pervasive Displays had revenue of €26.75 million ($30 million) for 2015. The transaction is subject to approval of the general meeting of shareholders of SES-imagotag, and of competent authorities. Shareholders of SES-imagotag approved the transaction on November 30, 2016. Taiwanese authorities approved the transaction on February 2, 2017. All conditions were satisfied on February 16, 2017. The deal is expected to close by 2017. Marc Willaume and Tristan Roquet Montégon of NewCap acted as Investors Relations & Financial Communication advisor for SES-imagotag. Olivia Lê Horovitz, Ian Liao, Jacqueline Fu, Sidney Lichtenstein and Richard Hsu of K&L Gates LLP acted as legal advisor to Pervasive Displays Inc. The currency conversion has been done through oanda.com.예정된 배당 지급오늘May 08 2026배당락일Jun 10 2026배당 지급일Jun 12 20262 days (배당락일 기준)다음 배당금을 받으려면 앞으로 33 days일 이내에 매수하세요지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 배당금 지급이 안정적인 반면, S4M 은(는) 배당금을 지급한 지 10년도 채 되지 않았습니다.배당금 증가: S4M 의 배당금 지급이 증가했지만 회사는 2 년 동안만 배당금을 지급했습니다.배당 수익률 vs 시장Vusion 배당 수익률 vs 시장S4M의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (S4M)0.8%시장 하위 25% (DE)1.5%시장 상위 25% (DE)4.6%업계 평균 (Electronic)1.0%분석가 예측 (S4M) (최대 3년)0.9%주목할만한 배당금: S4M 의 배당금( 0.76% )은 German 시장에서 배당금 지급자의 하위 25%( 1.48% )와 비교해 주목할 만하지 않습니다.고배당: S4M 의 배당금( 0.76% )은 German 시장에서 배당금 지급자의 상위 25%( 4.58% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 낮은 배당금 지급 비율 (10.3%)로 인해 S4M의 배당금 지급은 수익으로 충분히 충당됩니다.주주 현금 배당현금 흐름 범위: 현금 지급 비율 ( 23.2% )이 낮기 때문에 S4M 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YDE 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/07 09:14종가2026/05/07 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 소스Vusion S.A.는 20명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Remi GrenuBerenbergGerhard OrgonasBerenbergBenjamin ThielmannBerenberg17명의 분석가 더 보기
공지 • Mar 03Vusion S.A. announces Annual dividend, payable on June 12, 2026Vusion S.A. announced Annual dividend of EUR 0.9000 per share payable on June 12, 2026, ex-date on June 10, 2026 and record date on June 11, 2026.
공지 • May 01Vusion S.A., Annual General Meeting, Jun 04, 2026Vusion S.A., Annual General Meeting, Jun 04, 2026. Location: 110 esplanade du general de gaulle, courbevoie France
공지 • Apr 22Vusion S.A. to Report First Half, 2026 Results on Sep 21, 2026Vusion S.A. announced that they will report first half, 2026 results on Sep 21, 2026
공지 • Mar 03Vusion S.A. announces Annual dividend, payable on June 12, 2026Vusion S.A. announced Annual dividend of EUR 0.9000 per share payable on June 12, 2026, ex-date on June 10, 2026 and record date on June 11, 2026.
공지 • Oct 23+ 1 more updateVusionGroup S.A. to Report First Half, 2026 Results on Jul 30, 2026VusionGroup S.A. announced that they will report first half, 2026 results on Jul 30, 2026
공지 • Sep 16VusionGroup S.A. (ENXTPA:SESL) acquired 11.90% stake in Ubica Robotics GmbH for €7 million.VusionGroup S.A. (ENXTPA:SESL) acquired 11.90% stake in Ubica Robotics GmbH for €7 million on First half 2025. VusionGroup S.A. (ENXTPA:SESL) completed the acquisition of 11.90% stake in Ubica Robotics GmbH on First half 2025.
공지 • May 13+ 1 more updateVusionGroup S.A., Annual General Meeting, Jun 17, 2025VusionGroup S.A., Annual General Meeting, Jun 17, 2025. Location: 10 bis rue du 4 septembre, paris France
공지 • Apr 24VusionGroup S.A. to Report First Half, 2025 Results on Sep 15, 2025VusionGroup S.A. announced that they will report first half, 2025 results on Sep 15, 2025
공지 • Dec 27+ 1 more updateVusionGroup S.A. to Report Fiscal Year 2024 Results on Feb 26, 2025VusionGroup S.A. announced that they will report fiscal year 2024 results at 5:40 PM, Central European Standard Time on Feb 26, 2025
Reported Earnings • Oct 03First half 2024 earnings released: €1.50 loss per share (vs €5.78 profit in 1H 2023)First half 2024 results: €1.50 loss per share (down from €5.78 profit in 1H 2023). Revenue: €408.9m (up 7.4% from 1H 2023). Net loss: €23.9m (down 126% from profit in 1H 2023). Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 43% per year whereas the company’s share price has increased by 44% per year.
Board Change • Jun 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. Independent Director Peter Brabeck-Letmathe was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • May 07Full year 2023 earnings released: EPS: €5.02 (vs €1.20 in FY 2022)Full year 2023 results: EPS: €5.02 (up from €1.20 in FY 2022). Revenue: €802.0m (up 29% from FY 2022). Net income: €79.8m (up 321% from FY 2022). Profit margin: 9.9% (up from 3.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 115% per year but the company’s share price has only increased by 47% per year, which means it is significantly lagging earnings growth.
New Risk • Mar 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Mar 28Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €149, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 18x in the Electronic industry in Germany. Total returns to shareholders of 265% over the past three years.
Valuation Update With 7 Day Price Move • Jan 29Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €139, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 12x in the Electronic industry in Germany. Total returns to shareholders of 221% over the past three years.
Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €130, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 11x in the Electronic industry in Germany. Total returns to shareholders of 270% over the past three years.
New Risk • Oct 31New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.3% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (7.5% average weekly change).
Valuation Update With 7 Day Price Move • Oct 28Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €82.20, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 11x in the Electronic industry in Germany. Total returns to shareholders of 242% over the past three years.
Reported Earnings • Oct 05First half 2023 earnings released: EPS: €5.78 (vs €0.32 in 1H 2022)First half 2023 results: EPS: €5.78 (up from €0.32 in 1H 2022). Revenue: €380.7m (up 33% from 1H 2022). Net income: €91.6m (up €86.6m from 1H 2022). Profit margin: 24% (up from 1.8% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 139% per year but the company’s share price has only increased by 71% per year, which means it is significantly lagging earnings growth.
Board Change • Sep 08Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Peter Brabeck-Letmathe was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Jun 24Investor sentiment deteriorates as stock falls 60%After last week's 60% share price decline to €68.50, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 18x in the Electronic industry in Germany. Total returns to shareholders of 195% over the past three years.
Reported Earnings • Mar 10Full year 2022 earnings releasedFull year 2022 results: Revenue: €620.9m (up 47% from FY 2021). Net income: €18.7m (up €15.9m from FY 2021). Profit margin: 3.0% (up from 0.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany.
공지 • Dec 07SES-imagotag Société Anonyme to Report Fiscal Year 2022 Results on Mar 09, 2023SES-imagotag Société Anonyme announced that they will report fiscal year 2022 results on Mar 09, 2023
공지 • Dec 01An unknown buyer acquired a 9.51% stake in SES-imagotag Société Anonyme (ENXTPA:SESL) from BOE Smart Retail (Hong Kong) Co. Limited for approximately €170 million.An unknown buyer acquired a 9.51% stake in SES-imagotag Société Anonyme (ENXTPA:SESL) from BOE Smart Retail (Hong Kong) Co. Limited for approximately €170 million on November 29, 2022. Cash price €112 per share has been paid for 1.5 million shares representing approximately 9.51% stake of SES-imagotag. Pursuant to transaction, BOE's stake has decreased from 42.07% to 32.56%.An unknown buyer completed the acquisition of a 9.51% stake in SES-imagotag Société Anonyme (ENXTPA:SESL) from BOE Smart Retail (Hong Kong) Co. Limited on November 29, 2022.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Franck Moison was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Sep 11First half 2022 earnings releasedFirst half 2022 results: Revenue: €285.9m (up 41% from 1H 2021). Net income: €4.90m (up 271% from 1H 2021). Profit margin: 1.7% (up from 0.7% in 1H 2021). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Franck Moison was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 05Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Revenue: €422.9m (up 46% from FY 2020). Net income: €2.00m (up €8.88m from FY 2020). Profit margin: 0.5% (up from net loss in FY 2020). Revenue exceeded analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 38%, compared to a 24% growth forecast for the industry in Germany.
공지 • Jan 06SES-imagotag Société Anonyme (ENXTPA:SESL) acquired remaining unknown stake in Market Hub Technologies Limited.SES-imagotag Société Anonyme (ENXTPA:SESL) acquired remaining unknown stake in Market Hub Technologies Limited on January 5, 2021. Post completion SES-imagotag Société Anonyme will hold 100% stake in Market Hub Technologies Limited. Founder Roy Horgan will join the SES-imagotag global executive team as Group SEVP of Strategy, Marketing and Communications. SES-imagotag has held a majority holding in the Irish retail analytics start-up since 2019 and is delighted to announce the 100% acquisition of the remaining shares of MarketHub with immediate effect. SES-imagotag Société Anonyme (ENXTPA:SESL) completed the acquisition of remaining unknown stake in Market Hub Technologies Limited on January 5, 2021.
Reported Earnings • Sep 09First half 2021 earnings releasedThe company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €202.8m (up 71% from 1H 2020). Net income: €1.00m (up €10.3m from 1H 2020). Profit margin: 0.5% (up from net loss in 1H 2020). The move to profitability was driven by higher revenue.
Reported Earnings • Apr 04Full year 2020 earnings releasedThe company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2020 results: Revenue: €290.3m (up 17% from FY 2019). Net loss: €7.60m (loss narrowed 39% from FY 2019).
Is New 90 Day High Low • Feb 09New 90-day high: €45.00The company is up 73% from its price of €26.00 on 10 November 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €31.46 per share.
Is New 90 Day High Low • Jan 14New 90-day high: €40.95The company is up 82% from its price of €22.55 on 16 October 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.15 per share.
공지 • Jan 06SES-imagotag Société Anonyme, Annual General Meeting, Jun 16, 2021SES-imagotag Société Anonyme, Annual General Meeting, Jun 16, 2021.
Is New 90 Day High Low • Dec 31New 90-day high: €38.20The company is up 85% from its price of €20.70 on 02 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.14 per share.
Is New 90 Day High Low • Dec 10New 90-day high: €27.20The company is up 16% from its price of €23.35 on 11 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.
Is New 90 Day High Low • Nov 10New 90-day high: €26.70The company is up 4.0% from its price of €25.60 on 11 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.
Is New 90 Day High Low • Sep 29New 90-day low: €21.15The company is down 6.0% from its price of €22.50 on 30 June 2020. The German market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.62 per share.
Reported Earnings • Sep 26First half earnings releasedOver the last 12 months the company has reported total losses of €17.4m, with losses widening by 180% from the prior year. Total revenue was €244.6m over the last 12 months, up 7.2% from the prior year.
공지 • Sep 25SES-imagotag (ENXTPA:SESL) signed a memorandum of understanding to acquire Pervasive Displays Inc. for €32.7 million.SES-imagotag (ENXTPA:SESL) signed a memorandum of understanding to acquire Pervasive Displays Inc. for €32.7 million in cash and stock on September 19, 2016. SES-imagotag will acquire 15.04 million. As consideration, SES-imagotag will pay an upfront consideration in 0.79 million SES-imagotag shares and in €3.28 million cash, together with a contingent earn-out payment of €12 million cash in two years based on performance. The deal is subject to regulatory clearance by Taiwan authorities and shareholder approval of SES-imagotag and Pervasive Displays. SES-imagotag signed a final contract to acquire Pervasive Displays Inc. on October 3, 2016. Pervasive Displays had revenue of €26.75 million ($30 million) for 2015. The transaction is subject to approval of the general meeting of shareholders of SES-imagotag, and of competent authorities. Shareholders of SES-imagotag approved the transaction on November 30, 2016. Taiwanese authorities approved the transaction on February 2, 2017. All conditions were satisfied on February 16, 2017. The deal is expected to close by 2017. Marc Willaume and Tristan Roquet Montégon of NewCap acted as Investors Relations & Financial Communication advisor for SES-imagotag. Olivia Lê Horovitz, Ian Liao, Jacqueline Fu, Sidney Lichtenstein and Richard Hsu of K&L Gates LLP acted as legal advisor to Pervasive Displays Inc. The currency conversion has been done through oanda.com.