View Financial HealthSamad Misr EGYFERT.S.A.E 배당 및 자사주 매입배당 기준 점검 2/6Samad Misr EGYFERT.S.A.E 은(는) 현재 수익률이 6.14% 인 배당금 지급 회사입니다.핵심 정보6.1%배당 수익률n/a자사주 매입 수익률총 주주 수익률n/a미래 배당 수익률n/a배당 성장률n/a다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향n/a최근 배당 및 자사주 매입 업데이트공시 • Apr 16Samad Misr EGYFERT.S.A.E announces Annual dividend, payable on April 30, 2026Samad Misr EGYFERT.S.A.E announced Annual dividend of EGP 3.8350 per share payable on April 30, 2026, ex-date on April 28, 2026 and record date on April 29, 2026.Upcoming Dividend • Sep 25Upcoming dividend of ج.م6.31 per shareEligible shareholders must have bought the stock before 02 October 2024. Payment date: 07 October 2024. Payout ratio is on the higher end at 88%, and the cash payout ratio is above 100%. Trailing yield: 20%. Within top quartile of Egyptian dividend payers (6.6%). Higher than average of industry peers (6.1%).Upcoming Dividend • Jul 04Upcoming dividend of ج.م2.60 per share at 11% yieldEligible shareholders must have bought the stock before 11 July 2023. Payment date: 13 July 2023. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 11%. Within top quartile of Egyptian dividend payers (7.5%). Higher than average of industry peers (6.1%).Upcoming Dividend • Apr 04Upcoming dividend of ج.م0.28 per share at 1.6% yieldEligible shareholders must have bought the stock before 11 April 2023. Payment date: 13 April 2023. Trailing yield: 1.6%. Lower than top quartile of Egyptian dividend payers (7.4%). Lower than average of industry peers (5.8%).모든 업데이트 보기Recent updatesBoard Change • 6hLess than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Non-Executive Director Tariq Abd al-Bari was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.공시 • Apr 16Samad Misr EGYFERT.S.A.E announces Annual dividend, payable on April 30, 2026Samad Misr EGYFERT.S.A.E announced Annual dividend of EGP 3.8350 per share payable on April 30, 2026, ex-date on April 28, 2026 and record date on April 29, 2026.공시 • Feb 27Samad Misr EGYFERT.S.A.E, Annual General Meeting, Mar 30, 2026Samad Misr EGYFERT.S.A.E, Annual General Meeting, Mar 30, 2026, at 15:00 Egypt Standard Time. Location: giza EgyptBoard Change • May 14Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Managing Director & Executive Director Sham Ahmad Al-Badawi was the last director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Mar 05Samad Misr EGYFERT.S.A.E, Annual General Meeting, Apr 28, 2025Samad Misr EGYFERT.S.A.E, Annual General Meeting, Apr 28, 2025, at 15:00 Egypt Standard Time. Location: giza Egypt공시 • Jan 20An undisclosed buyer submitted a mandatory purchase offer to acquire an additional 57.50% stake in Samad Misr EGYFERT.S.A.E (CASE:SMFR).An undisclosed buyer submitted a mandatory purchase offer to acquire an additional 57.50% stake in Samad Misr EGYFERT.S.A.E (CASE:SMFR) on January 20, 2025. The offer includes the purchase of up to 5.52 million shares, representing 57.5% of EGYFERT's shares targeted in the transaction, for EGP 0.95 per share.공시 • Jan 13Nas Holding Offers to Raise Stake in Samad Misr EGYFERTUAE-based Nas Holding Investments has submitted an offer to raise its total capital shares of the Egyptian company Samad Misr EGYFERT.S.A.E (CASE:SMFR) from 57.5% to 90%, according to a statement posted on the Egyptian Exchange website. Nas is established under Abu Dhabi Global Market regulations. It said it does not intend to delist Egivert shares from the Egyptian Exchange. The acquisition offer is priced at EGP 95 per share. The total value of the deal is estimated at EGP 524.4 million. Trading on Egivert shares was suspended following a request from the Financial Regulatory Authority (FRA), pending a statement from the authority. The FRA stated it is monitoring the potential acquisition offer to ensure the protection of investors' rights. The FRA said the potential buyer must formally submit the acquisition offer within 60 days of announcing its intention. This period may be extended for another 60 days if the FRA deems there are valid reasons provided by the buyer.Reported Earnings • Nov 15Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: ج.م71.0m (down 2.4% from 3Q 2023). Net income: ج.م10.4m (down 31% from 3Q 2023). Profit margin: 15% (down from 21% in 3Q 2023). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has only increased by 97% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 25Upcoming dividend of ج.م6.31 per shareEligible shareholders must have bought the stock before 02 October 2024. Payment date: 07 October 2024. Payout ratio is on the higher end at 88%, and the cash payout ratio is above 100%. Trailing yield: 20%. Within top quartile of Egyptian dividend payers (6.6%). Higher than average of industry peers (6.1%).Valuation Update With 7 Day Price Move • Sep 01Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ج.م59.84, the stock trades at a trailing P/E ratio of 5.5x. Average trailing P/E is 8x in the Chemicals industry in Egypt. Total returns to shareholders of 465% over the past three years.Reported Earnings • Aug 14Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: ج.م44.6m (down 14% from 2Q 2023). Net income: ج.م62.4m (up ج.م63.0m from 2Q 2023). Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has only increased by 48% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 19First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: ج.م40.5m (down 25% from 1Q 2023). Net income: ج.م6.20m (down 79% from 1Q 2023). Profit margin: 15% (down from 55% in 1Q 2023). The decrease in margin was primarily driven by higher expenses.Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ج.م43.90, the stock trades at a trailing P/E ratio of 6.4x. Average trailing P/E is 8x in the Chemicals industry in Egypt. Total returns to shareholders of 407% over the past three years.Valuation Update With 7 Day Price Move • May 01Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to ج.م36.84, the stock trades at a trailing P/E ratio of 5.4x. Average trailing P/E is 8x in the Chemicals industry in Egypt. Total returns to shareholders of 357% over the past three years.New Risk • Mar 07New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: ج.م487.4m (US$9.84m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks High level of non-cash earnings (57% accrual ratio). Market cap is less than US$10m (ج.م487.4m market cap, or US$9.84m). Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • Feb 08Full year 2023 earnings releasedFull year 2023 results: Revenue: ج.م285.2m (up 7.7% from FY 2022). Net income: ج.م65.5m (up ج.م58.4m from FY 2022). Profit margin: 23% (up from 2.7% in FY 2022). The increase in margin was primarily driven by lower expenses.Reported Earnings • Nov 18Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: ج.م72.7m (down 4.3% from 3Q 2022). Net income: ج.م15.2m (up 30% from 3Q 2022). Profit margin: 21% (up from 15% in 3Q 2022).Valuation Update With 7 Day Price Move • Oct 11Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ج.م54.33, the stock trades at a trailing P/E ratio of 14.8x. Average trailing P/E is 11x in the Chemicals industry in Egypt. Total returns to shareholders of 573% over the past three years.Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ج.م24.61, the stock trades at a trailing P/E ratio of 6.7x. Average trailing P/E is 9x in the Chemicals industry in Egypt. Total returns to shareholders of 383% over the past three years.New Risk • Aug 25New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 39% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks High level of non-cash earnings (39% accrual ratio). Market cap is less than US$10m (ج.م192.0m market cap, or US$6.21m). Minor Risks Dividend is not well covered by cash flows (380% cash payout ratio). Share price has been volatile over the past 3 months (6.8% average weekly change).New Risk • Jul 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Egyptian stocks, typically moving 6.8% 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 Market cap is less than US$10m (ج.م190.8m market cap, or US$6.17m). Minor Risks Short dividend paying track record (less than a year of continuous dividend payments). Share price has been volatile over the past 3 months (6.8% average weekly change).Upcoming Dividend • Jul 04Upcoming dividend of ج.م2.60 per share at 11% yieldEligible shareholders must have bought the stock before 11 July 2023. Payment date: 13 July 2023. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 11%. Within top quartile of Egyptian dividend payers (7.5%). Higher than average of industry peers (6.1%).Valuation Update With 7 Day Price Move • Jun 15Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ج.م22.36, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 7x in the Chemicals industry in Egypt. Total returns to shareholders of 267% over the past three years.Upcoming Dividend • Apr 04Upcoming dividend of ج.م0.28 per share at 1.6% yieldEligible shareholders must have bought the stock before 11 April 2023. Payment date: 13 April 2023. Trailing yield: 1.6%. Lower than top quartile of Egyptian dividend payers (7.4%). Lower than average of industry peers (5.8%).Valuation Update With 7 Day Price Move • Dec 07Investor sentiment improved over the past weekAfter last week's 19% share price gain to ج.م16.42, the stock trades at a trailing P/E ratio of 64.6x. Average trailing P/E is 7x in the Chemicals industry in Egypt. Total returns to shareholders of 307% over the past three years.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. No independent directors (7 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Oct 19Investor sentiment improved over the past weekAfter last week's 17% share price gain to ج.م12.88, the stock trades at a trailing P/E ratio of 50.7x. Average trailing P/E is 6x in the Chemicals industry in Egypt. Total returns to shareholders of 231% over the past three years.Valuation Update With 7 Day Price Move • Jun 20Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ج.م9.05, the stock trades at a trailing P/E ratio of 66.7x. Average trailing P/E is 7x in the Chemicals industry in Egypt. Total returns to shareholders of 122% over the past three years.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. No independent directors (7 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Mar 29Investor sentiment improved over the past weekAfter last week's 20% share price gain to ج.م9.85, the stock trades at a trailing P/E ratio of 75.3x. Average trailing P/E is 7x in the Chemicals industry in Egypt. Total returns to shareholders of 124% over the past three years.Valuation Update With 7 Day Price Move • Feb 17Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ج.م7.59, the stock trades at a trailing P/E ratio of 35.5x. Average trailing P/E is 8x in the Chemicals industry in Egypt. Total returns to shareholders of 54% over the past three years.Reported Earnings • Mar 08Full year 2020 earnings releasedThe company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2020 results: Revenue: ج.م25.2m (down 19% from FY 2019). Net loss: ج.م461.2k (loss narrowed 77% from FY 2019). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.Is New 90 Day High Low • Feb 09New 90-day high: ج.م12.31The company is up 46% from its price of ج.م8.42 on 11 November 2020. The Egyptian market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 21% over the same period.Is New 90 Day High Low • Jan 19New 90-day high: ج.م10.07The company is up 7.0% from its price of ج.م9.39 on 21 October 2020. The Egyptian market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 21% over the same period.Is New 90 Day High Low • Dec 21New 90-day low: ج.م7.68The company is down 8.0% from its price of ج.م8.34 on 22 September 2020. The Egyptian market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 8.0% over the same period.공시 • Jul 30Midfert Egypt for Investment acquired an additional 10.4% stake in Samad Misr EGYFERT.S.A.E (CASE:SMFR) for EGP 5.3 million.Midfert Egypt for Investment acquired an additional 10.4% stake in Samad Misr EGYFERT.S.A.E (CASE:SMFR) for EGP 5.3 million on July 13, 2020. Under the terms of the transaction, Midfert Egypt for Investment acquired an additional 1 million shares in Samad Misr EGYFERT.S.A.E. As a result of the transaction, Midfert Egypt for Investment now owns 30.47% stake in Samad Misr EGYFERT.S.A.E. Midfert Egypt for Investment completed the acquisition of 10.4% stake in Samad Misr EGYFERT.S.A.E (CASE:SMFR) on July 13, 2020.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 배당금 지급이 안정적인 반면, SMFR 은(는) 배당금을 지급한 지 10년도 채 되지 않았습니다.배당금 증가: SMFR 의 배당금 지급이 증가했지만 회사는 3 년 동안만 배당금을 지급했습니다.배당 수익률 vs 시장Samad Misr EGYFERT.S.A.E 배당 수익률 vs 시장SMFR의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (SMFR)6.1%시장 하위 25% (EG)1.4%시장 상위 25% (EG)6.3%업계 평균 (Chemicals)6.2%분석가 예측 (SMFR) (최대 3년)n/a주목할만한 배당금: SMFR 의 배당금( 6.14% )은 EG 시장에서 배당금 지급자의 하위 25%( 1.34% )보다 높습니다.고배당: SMFR 의 배당금( 6.14% )은 EG 시장( 5.96% )주주 대상 이익 배당수익 보장: 배당금 지급이 수익으로 충당되는지 확인하기 위해 SMFR 의 지급 비율을 계산하기에는 데이터가 부족합니다.주주 현금 배당현금 흐름 범위: SMFR 배당금을 지급하고 있지만 회사에는 잉여현금흐름이 없습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YEG 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/20 03:09종가2026/05/20 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 소스Samad Misr EGYFERT.S.A.E는 1명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Muhammad El EbrashiCI Capital Research
공시 • Apr 16Samad Misr EGYFERT.S.A.E announces Annual dividend, payable on April 30, 2026Samad Misr EGYFERT.S.A.E announced Annual dividend of EGP 3.8350 per share payable on April 30, 2026, ex-date on April 28, 2026 and record date on April 29, 2026.
Upcoming Dividend • Sep 25Upcoming dividend of ج.م6.31 per shareEligible shareholders must have bought the stock before 02 October 2024. Payment date: 07 October 2024. Payout ratio is on the higher end at 88%, and the cash payout ratio is above 100%. Trailing yield: 20%. Within top quartile of Egyptian dividend payers (6.6%). Higher than average of industry peers (6.1%).
Upcoming Dividend • Jul 04Upcoming dividend of ج.م2.60 per share at 11% yieldEligible shareholders must have bought the stock before 11 July 2023. Payment date: 13 July 2023. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 11%. Within top quartile of Egyptian dividend payers (7.5%). Higher than average of industry peers (6.1%).
Upcoming Dividend • Apr 04Upcoming dividend of ج.م0.28 per share at 1.6% yieldEligible shareholders must have bought the stock before 11 April 2023. Payment date: 13 April 2023. Trailing yield: 1.6%. Lower than top quartile of Egyptian dividend payers (7.4%). Lower than average of industry peers (5.8%).
Board Change • 6hLess than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Non-Executive Director Tariq Abd al-Bari was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
공시 • Apr 16Samad Misr EGYFERT.S.A.E announces Annual dividend, payable on April 30, 2026Samad Misr EGYFERT.S.A.E announced Annual dividend of EGP 3.8350 per share payable on April 30, 2026, ex-date on April 28, 2026 and record date on April 29, 2026.
공시 • Feb 27Samad Misr EGYFERT.S.A.E, Annual General Meeting, Mar 30, 2026Samad Misr EGYFERT.S.A.E, Annual General Meeting, Mar 30, 2026, at 15:00 Egypt Standard Time. Location: giza Egypt
Board Change • May 14Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Managing Director & Executive Director Sham Ahmad Al-Badawi was the last director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Mar 05Samad Misr EGYFERT.S.A.E, Annual General Meeting, Apr 28, 2025Samad Misr EGYFERT.S.A.E, Annual General Meeting, Apr 28, 2025, at 15:00 Egypt Standard Time. Location: giza Egypt
공시 • Jan 20An undisclosed buyer submitted a mandatory purchase offer to acquire an additional 57.50% stake in Samad Misr EGYFERT.S.A.E (CASE:SMFR).An undisclosed buyer submitted a mandatory purchase offer to acquire an additional 57.50% stake in Samad Misr EGYFERT.S.A.E (CASE:SMFR) on January 20, 2025. The offer includes the purchase of up to 5.52 million shares, representing 57.5% of EGYFERT's shares targeted in the transaction, for EGP 0.95 per share.
공시 • Jan 13Nas Holding Offers to Raise Stake in Samad Misr EGYFERTUAE-based Nas Holding Investments has submitted an offer to raise its total capital shares of the Egyptian company Samad Misr EGYFERT.S.A.E (CASE:SMFR) from 57.5% to 90%, according to a statement posted on the Egyptian Exchange website. Nas is established under Abu Dhabi Global Market regulations. It said it does not intend to delist Egivert shares from the Egyptian Exchange. The acquisition offer is priced at EGP 95 per share. The total value of the deal is estimated at EGP 524.4 million. Trading on Egivert shares was suspended following a request from the Financial Regulatory Authority (FRA), pending a statement from the authority. The FRA stated it is monitoring the potential acquisition offer to ensure the protection of investors' rights. The FRA said the potential buyer must formally submit the acquisition offer within 60 days of announcing its intention. This period may be extended for another 60 days if the FRA deems there are valid reasons provided by the buyer.
Reported Earnings • Nov 15Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: ج.م71.0m (down 2.4% from 3Q 2023). Net income: ج.م10.4m (down 31% from 3Q 2023). Profit margin: 15% (down from 21% in 3Q 2023). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has only increased by 97% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 25Upcoming dividend of ج.م6.31 per shareEligible shareholders must have bought the stock before 02 October 2024. Payment date: 07 October 2024. Payout ratio is on the higher end at 88%, and the cash payout ratio is above 100%. Trailing yield: 20%. Within top quartile of Egyptian dividend payers (6.6%). Higher than average of industry peers (6.1%).
Valuation Update With 7 Day Price Move • Sep 01Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ج.م59.84, the stock trades at a trailing P/E ratio of 5.5x. Average trailing P/E is 8x in the Chemicals industry in Egypt. Total returns to shareholders of 465% over the past three years.
Reported Earnings • Aug 14Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: ج.م44.6m (down 14% from 2Q 2023). Net income: ج.م62.4m (up ج.م63.0m from 2Q 2023). Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has only increased by 48% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 19First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: ج.م40.5m (down 25% from 1Q 2023). Net income: ج.م6.20m (down 79% from 1Q 2023). Profit margin: 15% (down from 55% in 1Q 2023). The decrease in margin was primarily driven by higher expenses.
Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ج.م43.90, the stock trades at a trailing P/E ratio of 6.4x. Average trailing P/E is 8x in the Chemicals industry in Egypt. Total returns to shareholders of 407% over the past three years.
Valuation Update With 7 Day Price Move • May 01Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to ج.م36.84, the stock trades at a trailing P/E ratio of 5.4x. Average trailing P/E is 8x in the Chemicals industry in Egypt. Total returns to shareholders of 357% over the past three years.
New Risk • Mar 07New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: ج.م487.4m (US$9.84m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks High level of non-cash earnings (57% accrual ratio). Market cap is less than US$10m (ج.م487.4m market cap, or US$9.84m). Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • Feb 08Full year 2023 earnings releasedFull year 2023 results: Revenue: ج.م285.2m (up 7.7% from FY 2022). Net income: ج.م65.5m (up ج.م58.4m from FY 2022). Profit margin: 23% (up from 2.7% in FY 2022). The increase in margin was primarily driven by lower expenses.
Reported Earnings • Nov 18Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: ج.م72.7m (down 4.3% from 3Q 2022). Net income: ج.م15.2m (up 30% from 3Q 2022). Profit margin: 21% (up from 15% in 3Q 2022).
Valuation Update With 7 Day Price Move • Oct 11Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ج.م54.33, the stock trades at a trailing P/E ratio of 14.8x. Average trailing P/E is 11x in the Chemicals industry in Egypt. Total returns to shareholders of 573% over the past three years.
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ج.م24.61, the stock trades at a trailing P/E ratio of 6.7x. Average trailing P/E is 9x in the Chemicals industry in Egypt. Total returns to shareholders of 383% over the past three years.
New Risk • Aug 25New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 39% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks High level of non-cash earnings (39% accrual ratio). Market cap is less than US$10m (ج.م192.0m market cap, or US$6.21m). Minor Risks Dividend is not well covered by cash flows (380% cash payout ratio). Share price has been volatile over the past 3 months (6.8% average weekly change).
New Risk • Jul 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Egyptian stocks, typically moving 6.8% 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 Market cap is less than US$10m (ج.م190.8m market cap, or US$6.17m). Minor Risks Short dividend paying track record (less than a year of continuous dividend payments). Share price has been volatile over the past 3 months (6.8% average weekly change).
Upcoming Dividend • Jul 04Upcoming dividend of ج.م2.60 per share at 11% yieldEligible shareholders must have bought the stock before 11 July 2023. Payment date: 13 July 2023. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 11%. Within top quartile of Egyptian dividend payers (7.5%). Higher than average of industry peers (6.1%).
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ج.م22.36, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 7x in the Chemicals industry in Egypt. Total returns to shareholders of 267% over the past three years.
Upcoming Dividend • Apr 04Upcoming dividend of ج.م0.28 per share at 1.6% yieldEligible shareholders must have bought the stock before 11 April 2023. Payment date: 13 April 2023. Trailing yield: 1.6%. Lower than top quartile of Egyptian dividend payers (7.4%). Lower than average of industry peers (5.8%).
Valuation Update With 7 Day Price Move • Dec 07Investor sentiment improved over the past weekAfter last week's 19% share price gain to ج.م16.42, the stock trades at a trailing P/E ratio of 64.6x. Average trailing P/E is 7x in the Chemicals industry in Egypt. Total returns to shareholders of 307% over the past three years.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. No independent directors (7 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Oct 19Investor sentiment improved over the past weekAfter last week's 17% share price gain to ج.م12.88, the stock trades at a trailing P/E ratio of 50.7x. Average trailing P/E is 6x in the Chemicals industry in Egypt. Total returns to shareholders of 231% over the past three years.
Valuation Update With 7 Day Price Move • Jun 20Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ج.م9.05, the stock trades at a trailing P/E ratio of 66.7x. Average trailing P/E is 7x in the Chemicals industry in Egypt. Total returns to shareholders of 122% over the past three years.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. No independent directors (7 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Mar 29Investor sentiment improved over the past weekAfter last week's 20% share price gain to ج.م9.85, the stock trades at a trailing P/E ratio of 75.3x. Average trailing P/E is 7x in the Chemicals industry in Egypt. Total returns to shareholders of 124% over the past three years.
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ج.م7.59, the stock trades at a trailing P/E ratio of 35.5x. Average trailing P/E is 8x in the Chemicals industry in Egypt. Total returns to shareholders of 54% over the past three years.
Reported Earnings • Mar 08Full year 2020 earnings releasedThe company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2020 results: Revenue: ج.م25.2m (down 19% from FY 2019). Net loss: ج.م461.2k (loss narrowed 77% from FY 2019). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
Is New 90 Day High Low • Feb 09New 90-day high: ج.م12.31The company is up 46% from its price of ج.م8.42 on 11 November 2020. The Egyptian market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 21% over the same period.
Is New 90 Day High Low • Jan 19New 90-day high: ج.م10.07The company is up 7.0% from its price of ج.م9.39 on 21 October 2020. The Egyptian market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 21% over the same period.
Is New 90 Day High Low • Dec 21New 90-day low: ج.م7.68The company is down 8.0% from its price of ج.م8.34 on 22 September 2020. The Egyptian market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 8.0% over the same period.
공시 • Jul 30Midfert Egypt for Investment acquired an additional 10.4% stake in Samad Misr EGYFERT.S.A.E (CASE:SMFR) for EGP 5.3 million.Midfert Egypt for Investment acquired an additional 10.4% stake in Samad Misr EGYFERT.S.A.E (CASE:SMFR) for EGP 5.3 million on July 13, 2020. Under the terms of the transaction, Midfert Egypt for Investment acquired an additional 1 million shares in Samad Misr EGYFERT.S.A.E. As a result of the transaction, Midfert Egypt for Investment now owns 30.47% stake in Samad Misr EGYFERT.S.A.E. Midfert Egypt for Investment completed the acquisition of 10.4% stake in Samad Misr EGYFERT.S.A.E (CASE:SMFR) on July 13, 2020.