View ValuationIrish Continental Group 향후 성장Future 기준 점검 0/6Irish Continental Group의 수익이 증가할 것으로 예상됨입니다.핵심 정보n/a이익 성장률n/aEPS 성장률Shipping 이익 성장4.3%매출 성장률4.5%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트07 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesBoard Change • May 21Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Independent Director Eimear Moloney 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.공시 • Apr 08Irish Continental Group plc, Annual General Meeting, May 07, 2026Irish Continental Group plc, Annual General Meeting, May 07, 2026. Location: the gibson hotel, the point village, east wall road, d01 x2p2, dublin Ireland공시 • Mar 06Irish Continental Group plc Proposes Final Cash Dividend for the Year 2025, Payable on 05 June 2026The Directors of Irish Continental Group plc are proposing a final dividend in respect of 2025 of 10.95 cent per share subject to shareholder approval at the AGM on 07 May 2026, which will be paid on 05 June 2026 to shareholders on the register at close of business on 15 May 2026.공시 • Nov 16Irish Continental Group plc Management Changes, Effective November 14, 2025Irish Continental Group plc announced the retirement of Thomas Corcoran as Company Secretary with effect from November 14, 2025. Thomas joined Irish Continental Group plc in 1989 and has served in a variety of financial roles and as Company Secretary since 2001. The Board of Irish Continental Group plc also announces the appointment of Mr. Brian Holland as Company Secretary effective from November 14, 2025. Brian’s previous position in the Group was Finance Director of Irish Continental Group plc’s Ferries Division having joined Irish Continental Group plc in 2019 from industry. Brian qualified as a Chartered Accountant with international professional services firm PWC.공시 • Aug 28Irish Continental Group plc Declares an Interim Dividend, Payable on 3 October 2025Irish Continental Group plc have declared an interim dividend of 5.37 cent per share (2024: 5.11 cent) payable on 3 October 2025 to shareholders on the register on 12 September 2025. The estimated amount payable will be €8.7 million.공시 • Mar 04Irish Continental Group plc, Annual General Meeting, May 08, 2025Irish Continental Group plc, Annual General Meeting, May 08, 2025.공시 • Mar 03Irish Continental Group plc Proposes A Final Dividend for the Year 2024The Board of Irish Continental Group plc is proposing a final dividend of 10.43 cent per ordinary share for the Year 2024, amounting to €17.2 million out of the distributable reserves of the Company.Valuation Update With 7 Day Price Move • Sep 26Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €5.86, the stock trades at a trailing P/E ratio of 14.6x. Average forward P/E is 6x in the Shipping industry in Europe. Total returns to shareholders of 41% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €6.84 per share.Reported Earnings • Sep 02First half 2024 earnings released: EPS: €0.083 (vs €0.075 in 1H 2023)First half 2024 results: EPS: €0.083 (up from €0.075 in 1H 2023). Revenue: €285.5m (up 8.1% from 1H 2023). Net income: €13.7m (up 6.2% from 1H 2023). Profit margin: 4.8% (down from 4.9% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 2 years, compared to a 2.3% growth forecast for the Shipping industry in Europe.Declared Dividend • Sep 01Final dividend increased to €0.051Dividend of €0.051 is 4.9% higher than last year. Ex-date: 12th September 2024 Payment date: 4th October 2024 Dividend yield will be 3.0%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 4.0% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 4.2% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공시 • Aug 29Irish Continental Group plc Declares Interim Dividend, Payable on 4 October 2024Irish Continental Group plc has declared an interim dividend of 5.11 cent per share (2023: 4.87 cent) payable on 4 October 2024 to shareholders on the register on 13 September 2024. The estimated amount payable will be €8.4 million.Buy Or Sell Opportunity • Jul 02Now 25% undervaluedOver the last 90 days, the stock has risen 10% to €5.16. The fair value is estimated to be €6.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Meanwhile, the company has become profitable.Buy Or Sell Opportunity • Jun 19Now 26% undervaluedOver the last 90 days, the stock has risen 20% to €5.38. The fair value is estimated to be €7.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Meanwhile, the company has become profitable.Buy Or Sell Opportunity • May 31Now 27% undervaluedOver the last 90 days, the stock has risen 20% to €5.30. The fair value is estimated to be €7.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Meanwhile, the company has become profitable.Upcoming Dividend • May 10Upcoming dividend of €0.099 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 07 June 2024. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (5.9%).Valuation Update With 7 Day Price Move • Apr 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €5.44, the stock trades at a trailing P/E ratio of 13.9x. Average forward P/E is 7x in the Shipping industry in Europe. Total returns to shareholders of 31% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €8.03 per share.Reported Earnings • Mar 10Full year 2023 earnings released: EPS: €0.36 (vs €0.34 in FY 2022)Full year 2023 results: EPS: €0.36 (up from €0.34 in FY 2022). Revenue: €572.0m (down 2.2% from FY 2022). Net income: €61.6m (up 3.0% from FY 2022). Profit margin: 11% (in line with FY 2022). Revenue is forecast to grow 5.6% p.a. on average during the next 2 years, while revenues in the Shipping industry in Europe are expected to remain flat.Declared Dividend • Mar 10Final dividend of €0.099 announcedShareholders will receive a dividend of €0.099. Ex-date: 16th May 2024 Payment date: 7th June 2024 Dividend yield will be 3.4%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 4.0% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 4.1% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공시 • Mar 08Irish Continental Group plc Proposes Final DividendThe Board of Irish Continental Group plc is proposing a final dividend of 9.93 cent per ordinary share amounting to €16.4 million out of the distributable reserves of the company.Valuation Update With 7 Day Price Move • Dec 20Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €4.17, the stock trades at a trailing P/E ratio of 12.9x. Average forward P/E is 8x in the Shipping industry in Europe. Total returns to shareholders of 7.9% over the past year.Valuation Update With 7 Day Price Move • Dec 04Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €4.98, the stock trades at a trailing P/E ratio of 13.4x. Average forward P/E is 7x in the Shipping industry in Europe. Total returns to shareholders of 21% over the past year.Recent Insider Transactions • Nov 24Insider recently sold €113k worth of stockOn the 17th of November, Thomas Corcoran sold around 25k shares on-market at roughly €4.50 per share. This transaction amounted to 6.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €324k more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Nov 18Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €4.88, the stock trades at a trailing P/E ratio of 13.1x. Average forward P/E is 6x in the Shipping industry in Europe. Total returns to shareholders of 23% over the past year.Upcoming Dividend • Sep 07Upcoming dividend of €0.049 per share at 4.1% yieldEligible shareholders must have bought the stock before 14 September 2023. Payment date: 06 October 2023. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (17%).Reported Earnings • Sep 03First half 2023 earnings released: EPS: €0.075 (vs €0.08 in 1H 2022)First half 2023 results: EPS: €0.075 (down from €0.08 in 1H 2022). Revenue: €264.0m (flat on 1H 2022). Net income: €12.9m (down 11% from 1H 2022). Profit margin: 4.9% (down from 5.5% in 1H 2022). Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 6.4% decline forecast for the Shipping industry in Europe.Valuation Update With 7 Day Price Move • Aug 23Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €4.15, the stock trades at a trailing P/E ratio of 12.6x. Average forward P/E is 7x in the Shipping industry in Europe. Total returns to shareholders of 12% over the past year.New Risk • Aug 09New 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. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 35% per year over the past 5 years. Minor Risks High level of debt (49% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.0% average weekly change).Upcoming Dividend • May 11Upcoming dividend of €0.095 per share at 4.1% yieldEligible shareholders must have bought the stock before 18 May 2023. Payment date: 09 June 2023. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (17%).Reported Earnings • Mar 10Full year 2022 earnings released: EPS: €0.34 (vs €0.026 loss in FY 2021)Full year 2022 results: EPS: €0.34 (up from €0.026 loss in FY 2021). Revenue: €584.9m (up 75% from FY 2021). Net income: €59.8m (up €64.7m from FY 2021). Profit margin: 10% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 2 years, compared to a 11% decline forecast for the Shipping industry in Europe.Recent Insider Transactions • Dec 20Group CFO & Executive Director recently sold €114k worth of stockOn the 14th of December, David Ledwidge sold around 27k shares on-market at roughly €4.18 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by €39k.Upcoming Dividend • Sep 08Upcoming dividend of €0.046 per shareEligible shareholders must have bought the stock before 15 September 2022. Payment date: 07 October 2022. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (12%).Reported Earnings • Aug 26First half 2022 earnings released: EPS: €0.08 (vs €0.068 loss in 1H 2021)First half 2022 results: EPS: €0.08 (up from €0.068 loss in 1H 2021). Revenue: €263.1m (up 86% from 1H 2021). Net income: €14.5m (up €27.2m from 1H 2021). Profit margin: 5.5% (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% while the Shipping industry in Germany is not expected to grow.이익 및 매출 성장 예측DB:IR5B - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2027729N/A119160212/31/2026705N/A40157212/31/20256677548150N/A9/30/20256477039141N/A6/30/20256286630132N/A3/31/20256166366132N/A12/31/202460460102132N/A9/30/20245996192126N/A6/30/20245946281121N/A3/31/20245836279125N/A12/31/20235726277129N/A9/30/20235796080128N/A6/30/20235865883127N/A3/31/20235855967126N/A12/31/20225856051126N/A9/30/20225204133119N/A6/30/20224562216112N/A3/31/20223959985N/A12/31/2021335-5358N/A9/30/2021311-121053N/A6/30/2021288-201848N/A3/31/2021283-201747N/A12/31/2020277-191646N/A9/30/202029931349N/A6/30/2020321241053N/A3/31/2020339422069N/A12/31/2019357603185N/A9/30/201934957N/A73N/A6/30/201934053N/A60N/A3/31/201933555N/A61N/A12/31/201833058N/A62N/A9/30/201833364N/A66N/A6/30/201833669N/A71N/A3/31/201833676N/A72N/A12/31/201733583N/A72N/A9/30/201733383N/A73N/A6/30/201733183N/A75N/A3/31/201732871N/A78N/A12/31/201632559N/A82N/A9/30/201632759N/A80N/A6/30/201632858N/A78N/A3/31/201632456N/A73N/A12/31/201532154N/A68N/A9/30/201531261N/A66N/A6/30/201530368N/A63N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: IR5B 의 예상 수익 증가율이 절약률(1.9%)보다 높은지 판단하기에는 데이터가 부족합니다.수익 vs 시장: IR5B 의 수익이 German 시장보다 빠르게 성장할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.고성장 수익: IR5B 의 수익이 향후 3년 동안 상당히 증가할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.수익 대 시장: IR5B 의 수익(연간 4.5%)이 German 시장(연간 6.7%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: IR5B 의 수익(연간 4.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: IR5B의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YTransportation 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/11 12:55종가2026/06/11 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 소스Irish Continental Group plc는 3명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Stephen FurlongDavyDudley ShanleyGoodbody StockbrokersGerard MooreInvestec Bank plc (UK)
Board Change • May 21Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Independent Director Eimear Moloney 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.
공시 • Apr 08Irish Continental Group plc, Annual General Meeting, May 07, 2026Irish Continental Group plc, Annual General Meeting, May 07, 2026. Location: the gibson hotel, the point village, east wall road, d01 x2p2, dublin Ireland
공시 • Mar 06Irish Continental Group plc Proposes Final Cash Dividend for the Year 2025, Payable on 05 June 2026The Directors of Irish Continental Group plc are proposing a final dividend in respect of 2025 of 10.95 cent per share subject to shareholder approval at the AGM on 07 May 2026, which will be paid on 05 June 2026 to shareholders on the register at close of business on 15 May 2026.
공시 • Nov 16Irish Continental Group plc Management Changes, Effective November 14, 2025Irish Continental Group plc announced the retirement of Thomas Corcoran as Company Secretary with effect from November 14, 2025. Thomas joined Irish Continental Group plc in 1989 and has served in a variety of financial roles and as Company Secretary since 2001. The Board of Irish Continental Group plc also announces the appointment of Mr. Brian Holland as Company Secretary effective from November 14, 2025. Brian’s previous position in the Group was Finance Director of Irish Continental Group plc’s Ferries Division having joined Irish Continental Group plc in 2019 from industry. Brian qualified as a Chartered Accountant with international professional services firm PWC.
공시 • Aug 28Irish Continental Group plc Declares an Interim Dividend, Payable on 3 October 2025Irish Continental Group plc have declared an interim dividend of 5.37 cent per share (2024: 5.11 cent) payable on 3 October 2025 to shareholders on the register on 12 September 2025. The estimated amount payable will be €8.7 million.
공시 • Mar 04Irish Continental Group plc, Annual General Meeting, May 08, 2025Irish Continental Group plc, Annual General Meeting, May 08, 2025.
공시 • Mar 03Irish Continental Group plc Proposes A Final Dividend for the Year 2024The Board of Irish Continental Group plc is proposing a final dividend of 10.43 cent per ordinary share for the Year 2024, amounting to €17.2 million out of the distributable reserves of the Company.
Valuation Update With 7 Day Price Move • Sep 26Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €5.86, the stock trades at a trailing P/E ratio of 14.6x. Average forward P/E is 6x in the Shipping industry in Europe. Total returns to shareholders of 41% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €6.84 per share.
Reported Earnings • Sep 02First half 2024 earnings released: EPS: €0.083 (vs €0.075 in 1H 2023)First half 2024 results: EPS: €0.083 (up from €0.075 in 1H 2023). Revenue: €285.5m (up 8.1% from 1H 2023). Net income: €13.7m (up 6.2% from 1H 2023). Profit margin: 4.8% (down from 4.9% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 2 years, compared to a 2.3% growth forecast for the Shipping industry in Europe.
Declared Dividend • Sep 01Final dividend increased to €0.051Dividend of €0.051 is 4.9% higher than last year. Ex-date: 12th September 2024 Payment date: 4th October 2024 Dividend yield will be 3.0%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 4.0% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 4.2% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공시 • Aug 29Irish Continental Group plc Declares Interim Dividend, Payable on 4 October 2024Irish Continental Group plc has declared an interim dividend of 5.11 cent per share (2023: 4.87 cent) payable on 4 October 2024 to shareholders on the register on 13 September 2024. The estimated amount payable will be €8.4 million.
Buy Or Sell Opportunity • Jul 02Now 25% undervaluedOver the last 90 days, the stock has risen 10% to €5.16. The fair value is estimated to be €6.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Meanwhile, the company has become profitable.
Buy Or Sell Opportunity • Jun 19Now 26% undervaluedOver the last 90 days, the stock has risen 20% to €5.38. The fair value is estimated to be €7.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Meanwhile, the company has become profitable.
Buy Or Sell Opportunity • May 31Now 27% undervaluedOver the last 90 days, the stock has risen 20% to €5.30. The fair value is estimated to be €7.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Meanwhile, the company has become profitable.
Upcoming Dividend • May 10Upcoming dividend of €0.099 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 07 June 2024. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (5.9%).
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €5.44, the stock trades at a trailing P/E ratio of 13.9x. Average forward P/E is 7x in the Shipping industry in Europe. Total returns to shareholders of 31% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €8.03 per share.
Reported Earnings • Mar 10Full year 2023 earnings released: EPS: €0.36 (vs €0.34 in FY 2022)Full year 2023 results: EPS: €0.36 (up from €0.34 in FY 2022). Revenue: €572.0m (down 2.2% from FY 2022). Net income: €61.6m (up 3.0% from FY 2022). Profit margin: 11% (in line with FY 2022). Revenue is forecast to grow 5.6% p.a. on average during the next 2 years, while revenues in the Shipping industry in Europe are expected to remain flat.
Declared Dividend • Mar 10Final dividend of €0.099 announcedShareholders will receive a dividend of €0.099. Ex-date: 16th May 2024 Payment date: 7th June 2024 Dividend yield will be 3.4%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 4.0% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 4.1% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공시 • Mar 08Irish Continental Group plc Proposes Final DividendThe Board of Irish Continental Group plc is proposing a final dividend of 9.93 cent per ordinary share amounting to €16.4 million out of the distributable reserves of the company.
Valuation Update With 7 Day Price Move • Dec 20Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €4.17, the stock trades at a trailing P/E ratio of 12.9x. Average forward P/E is 8x in the Shipping industry in Europe. Total returns to shareholders of 7.9% over the past year.
Valuation Update With 7 Day Price Move • Dec 04Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €4.98, the stock trades at a trailing P/E ratio of 13.4x. Average forward P/E is 7x in the Shipping industry in Europe. Total returns to shareholders of 21% over the past year.
Recent Insider Transactions • Nov 24Insider recently sold €113k worth of stockOn the 17th of November, Thomas Corcoran sold around 25k shares on-market at roughly €4.50 per share. This transaction amounted to 6.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €324k more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Nov 18Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €4.88, the stock trades at a trailing P/E ratio of 13.1x. Average forward P/E is 6x in the Shipping industry in Europe. Total returns to shareholders of 23% over the past year.
Upcoming Dividend • Sep 07Upcoming dividend of €0.049 per share at 4.1% yieldEligible shareholders must have bought the stock before 14 September 2023. Payment date: 06 October 2023. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (17%).
Reported Earnings • Sep 03First half 2023 earnings released: EPS: €0.075 (vs €0.08 in 1H 2022)First half 2023 results: EPS: €0.075 (down from €0.08 in 1H 2022). Revenue: €264.0m (flat on 1H 2022). Net income: €12.9m (down 11% from 1H 2022). Profit margin: 4.9% (down from 5.5% in 1H 2022). Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 6.4% decline forecast for the Shipping industry in Europe.
Valuation Update With 7 Day Price Move • Aug 23Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €4.15, the stock trades at a trailing P/E ratio of 12.6x. Average forward P/E is 7x in the Shipping industry in Europe. Total returns to shareholders of 12% over the past year.
New Risk • Aug 09New 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. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 35% per year over the past 5 years. Minor Risks High level of debt (49% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.0% average weekly change).
Upcoming Dividend • May 11Upcoming dividend of €0.095 per share at 4.1% yieldEligible shareholders must have bought the stock before 18 May 2023. Payment date: 09 June 2023. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (17%).
Reported Earnings • Mar 10Full year 2022 earnings released: EPS: €0.34 (vs €0.026 loss in FY 2021)Full year 2022 results: EPS: €0.34 (up from €0.026 loss in FY 2021). Revenue: €584.9m (up 75% from FY 2021). Net income: €59.8m (up €64.7m from FY 2021). Profit margin: 10% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 2 years, compared to a 11% decline forecast for the Shipping industry in Europe.
Recent Insider Transactions • Dec 20Group CFO & Executive Director recently sold €114k worth of stockOn the 14th of December, David Ledwidge sold around 27k shares on-market at roughly €4.18 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by €39k.
Upcoming Dividend • Sep 08Upcoming dividend of €0.046 per shareEligible shareholders must have bought the stock before 15 September 2022. Payment date: 07 October 2022. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (12%).
Reported Earnings • Aug 26First half 2022 earnings released: EPS: €0.08 (vs €0.068 loss in 1H 2021)First half 2022 results: EPS: €0.08 (up from €0.068 loss in 1H 2021). Revenue: €263.1m (up 86% from 1H 2021). Net income: €14.5m (up €27.2m from 1H 2021). Profit margin: 5.5% (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% while the Shipping industry in Germany is not expected to grow.