View ValuationNoHo Partners Oyj 향후 성장Future 기준 점검 3/6NoHo Partners Oyj (는) 각각 연간 18.5% 및 4.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 20.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 13.6% 로 예상됩니다.핵심 정보18.5%이익 성장률20.46%EPS 성장률Hospitality 이익 성장21.0%매출 성장률4.9%향후 자기자본이익률13.62%애널리스트 커버리지Low마지막 업데이트06 May 2026최근 향후 성장 업데이트Price Target Changed • Nov 10Price target decreased by 13% to €9.30Down from €10.70, the current price target is an average from 2 analysts. New target price is 20% above last closing price of €7.76. Stock is up 9.3% over the past year. The company is forecast to post earnings per share of €1.52 for next year compared to €0.54 last year.분석 기사 • Aug 08NoHo Partners Oyj Just Missed Earnings And Its Revenue Numbers Were Weaker Than ExpectedHLSE:NOHO 1 Year Share Price vs Fair Value Explore NoHo Partners Oyj's Fair Values from the Community and select yours...Price Target Changed • May 12Price target increased by 11% to €11.87Up from €10.70, the current price target is an average from 3 analysts. New target price is 23% above last closing price of €9.68. Stock is up 20% over the past year. The company is forecast to post earnings per share of €1.78 for next year compared to €0.54 last year.분석 기사 • May 09NoHo Partners Oyj Just Missed Earnings - But Analysts Have Updated Their ModelsThe analysts might have been a bit too bullish on NoHo Partners Oyj ( HEL:NOHO ), given that the company fell short of...Major Estimate Revision • May 06Consensus EPS estimates increase by 34%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from €438.7m to €418.2m. EPS estimate rose from €1.03 to €1.37. Net income forecast to grow 120% next year vs 18% growth forecast for Hospitality industry in Finland. Consensus price target of €10.70 unchanged from last update. Share price was steady at €9.45 over the past week.Major Estimate Revision • Apr 07Consensus EPS estimates increase by 37%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from €460.1m to €438.7m. EPS estimate rose from €0.75 to €1.03. Net income forecast to grow 91% next year vs 15% growth forecast for Hospitality industry in Finland. Consensus price target of €10.70 unchanged from last update. Share price fell 3.5% to €8.65 over the past week.모든 업데이트 보기Recent updatesRecent Insider Transactions • May 25Founder & Chairman recently bought €58k worth of stockOn the 21st of May, Timo Rainer bought around 8k shares on-market at roughly €7.31 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Timo has been a net seller over the last 12 months, reducing personal holdings by €36k.Declared Dividend • May 17First quarter dividend of €0.08 announcedShareholders will receive a dividend of €0.08. Ex-date: 11th August 2026 Payment date: 19th August 2026 Dividend yield will be 4.3%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (56% earnings payout ratio) and cash flows (9% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 75% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 06First quarter 2026 earnings released: EPS: €0.01 (vs €0.009 loss in 1Q 2025)First quarter 2026 results: EPS: €0.01 (up from €0.009 loss in 1Q 2025). Revenue: €83.6m (up 8.3% from 1Q 2025). Net income: €300.0k (up €500.0k from 1Q 2025). Profit margin: 0.4% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Upcoming Dividend • Apr 30Upcoming dividend of €0.07 per shareEligible shareholders must have bought the stock before 07 May 2026. Payment date: 15 May 2026. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Finnish dividend payers (5.4%). In line with average of industry peers (3.2%).공시 • Apr 16+ 1 more updateNoHo Partners Oyj Approves Dividend for the Financial Period Ended 31 December 2025, Payable on 15 May 2026, 19 August 2026, and 18 November 2026NoHo Partners Oyj at its Annual General Meeting 2026 was held on 15 April 2026, The AGM approved the Board of Directors’ proposal that a dividend of EUR 0.23 (EUR 0.46) per share shall be paid based on the adopted balance sheet of the financial period ending on 31 December 2025. The dividend shall be paid in three instalments. The first instalment of EUR 0.07 per share shall be paid to a shareholder who is registered in the shareholder register of the Company maintained by Euroclear Finland Oy on the dividend record date 8 May 2026. The payment date for this instalment is 15 May 2026. The second instalment of EUR 0.08 per share shall be paid to a shareholder who is registered in the shareholder register of the Company maintained by Euroclear Finland Oy on the dividend record date 12 August 2026. The payment date for this instalment is 19 August 2026. The third instalment of EUR 0.08 per share shall be paid to a shareholder who is registered in the shareholder register of the Company maintained by Euroclear Finland Oy on the dividend record date 11 November 2026. The payment date for this instalment is 18 November 2026.Reported Earnings • Mar 24Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: €0.43 (up from €0.37 in FY 2024). Revenue: €358.0m (up 3.1% from FY 2024). Net income: €9.10m (up 17% from FY 2024). Profit margin: 2.5% (up from 2.2% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 2.6%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.공시 • Mar 20Noho Partners Oyj Announces Non- Availability for Re-Election of Petri Olkinuora as Member of the Board of DirectorsNoHo Partners Plc’s at the Annual General Meeting convening on 15 April 2026 announced that the current member of the Board of Directors Petri Olkinuora has served on the company's Board of Directors for 13 years and is not available for re-election.분석 기사 • Feb 18We Think You Can Look Beyond NoHo Partners Oyj's (HEL:NOHO) Lackluster EarningsThe most recent earnings report from NoHo Partners Oyj ( HEL:NOHO ) was disappointing for shareholders. However, our...Reported Earnings • Feb 12Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: €1.55. Revenue: €365.1m (down 14% from FY 2024). Net income: €9.10m (down 20% from FY 2024). Profit margin: 2.5% (in line with FY 2024). Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 2.6%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Hospitality industry in Europe.New Risk • Nov 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.7% 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 Risks Interest payments are not well covered by earnings (2.1x net interest cover). Earnings are forecast to decline by an average of 2.7% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (€95k sold).Price Target Changed • Nov 10Price target decreased by 13% to €9.30Down from €10.70, the current price target is an average from 2 analysts. New target price is 20% above last closing price of €7.76. Stock is up 9.3% over the past year. The company is forecast to post earnings per share of €1.52 for next year compared to €0.54 last year.공시 • Nov 04NoHo Partners Oyj, Annual General Meeting, Apr 15, 2026NoHo Partners Oyj, Annual General Meeting, Apr 15, 2026. Location: tampere Finland분석 기사 • Nov 04NoHo Partners Oyj (HEL:NOHO) Is Paying Out A Larger Dividend Than Last YearNoHo Partners Oyj ( HEL:NOHO ) will increase its dividend from last year's comparable payment on the 13th of November...공시 • Nov 04+ 3 more updatesNoHo Partners Oyj to Report Nine Months, 2026 Results on Nov 03, 2026NoHo Partners Oyj announced that they will report nine months, 2026 results on Nov 03, 2026Upcoming Dividend • Oct 29Upcoming dividend of €0.16 per shareEligible shareholders must have bought the stock before 05 November 2025. Payment date: 13 November 2025. Payout ratio is a comfortable 74% and this is well supported by cash flows. Trailing yield: 5.1%. Lower than top quartile of Finnish dividend payers (5.9%). Higher than average of industry peers (3.0%).Recent Insider Transactions • Sep 23Founder & Chairman recently sold €95k worth of stockOn the 17th of September, Timo Rainer sold around 10k shares on-market at roughly €9.50 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Timo's only on-market trade for the last 12 months.분석 기사 • Sep 15NoHo Partners Oyj (HEL:NOHO) Is Increasing Its Dividend To €0.16NoHo Partners Oyj ( HEL:NOHO ) has announced that it will be increasing its dividend from last year's comparable...분석 기사 • Aug 19NoHo Partners Oyj's (HEL:NOHO) Dividend Will Be Increased To €0.16The board of NoHo Partners Oyj ( HEL:NOHO ) has announced that it will be paying its dividend of €0.16 on the 13th of...Declared Dividend • Aug 15Second quarter dividend of €0.16 announcedShareholders will receive a dividend of €0.16. Ex-date: 5th November 2025 Payment date: 13th November 2025 Dividend yield will be 5.2%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (74% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 7.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 1.1% over the next 3 years. However, it would need to fall by 18% to increase the payout ratio to a potentially unsustainable range.분석 기사 • Aug 08NoHo Partners Oyj Just Missed Earnings And Its Revenue Numbers Were Weaker Than ExpectedHLSE:NOHO 1 Year Share Price vs Fair Value Explore NoHo Partners Oyj's Fair Values from the Community and select yours...New Risk • Aug 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.03% 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 Risks Interest payments are not well covered by earnings (2.1x net interest cover). Earnings are forecast to decline by an average of 0.03% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Aug 05Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: €1.15. Revenue: €89.5m (down 16% from 2Q 2024). Net income: €1.80m (down 18% from 2Q 2024). Profit margin: 2.0% (down from 2.1% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 8.1%. Earnings per share (EPS) also missed analyst estimates by 4.2%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Hospitality industry in Europe.분석 기사 • Aug 05NoHo Partners Oyj (HEL:NOHO) Has Announced A Dividend Of €0.15The board of NoHo Partners Oyj ( HEL:NOHO ) has announced that it will pay a dividend on the 14th of August, with...공시 • Aug 05NoHo Partners Oyj (HLSE:NOHO) agreed to acquire Smoothie Heaven Oy.NoHo Partners Oyj (HLSE:NOHO) agreed to acquire Smoothie Heaven Oy on August 4, 2025. The transaction is subject to approval of The Finnish Competition and Consumer Authority. According to the Competition Act, mergers that exceed certain turnover thresholds must be notified to the KKV, and the merger must not be implemented before it has been approved by the KKV.Upcoming Dividend • Jul 30Upcoming dividend of €0.15 per shareEligible shareholders must have bought the stock before 06 August 2025. Payment date: 14 August 2025. Payout ratio is on the higher end at 76%, however this is supported by cash flows. Trailing yield: 5.1%. Lower than top quartile of Finnish dividend payers (5.9%). Higher than average of industry peers (2.8%).Declared Dividend • May 16First quarter dividend of €0.15 announcedShareholders will receive a dividend of €0.15. Ex-date: 6th August 2025 Payment date: 14th August 2025 Dividend yield will be 4.8%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (76% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 7.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 3.8% over the next 3 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • May 15NoHo Partners Oyj's (HEL:NOHO) Strong Earnings Are Of Good QualityEven though NoHo Partners Oyj's ( HEL:NOHO ) recent earnings release was robust, the market didn't seem to notice. Our...Price Target Changed • May 12Price target increased by 11% to €11.87Up from €10.70, the current price target is an average from 3 analysts. New target price is 23% above last closing price of €9.68. Stock is up 20% over the past year. The company is forecast to post earnings per share of €1.78 for next year compared to €0.54 last year.분석 기사 • May 09NoHo Partners Oyj Just Missed Earnings - But Analysts Have Updated Their ModelsThe analysts might have been a bit too bullish on NoHo Partners Oyj ( HEL:NOHO ), given that the company fell short of...Reported Earnings • May 07First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: €0.04 (up from €0.03 loss in 1Q 2024). Revenue: €101.3m (up 8.3% from 1Q 2024). Net income: €800.0k (up €1.40m from 1Q 2024). Profit margin: 0.8% (up from net loss in 1Q 2024). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) also missed analyst estimates by 93%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • May 06Consensus EPS estimates increase by 34%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from €438.7m to €418.2m. EPS estimate rose from €1.03 to €1.37. Net income forecast to grow 120% next year vs 18% growth forecast for Hospitality industry in Finland. Consensus price target of €10.70 unchanged from last update. Share price was steady at €9.45 over the past week.Upcoming Dividend • Apr 30Upcoming dividend of €0.15 per shareEligible shareholders must have bought the stock before 07 May 2025. Payment date: 15 May 2025. Payout ratio is on the higher end at 86%, however this is supported by cash flows. Trailing yield: 4.9%. Lower than top quartile of Finnish dividend payers (6.1%). Higher than average of industry peers (3.1%).분석 기사 • Apr 17NoHo Partners Oyj (HEL:NOHO) Has Announced A Dividend Of €0.15NoHo Partners Oyj ( HEL:NOHO ) will pay a dividend of €0.15 on the 15th of May. This takes the dividend yield to 5.0...공시 • Apr 09+ 1 more updateNoHo Partners Oyj Approves Dividend for the Financial Period Ended 31 December 2024, Payable on 15 May 2025, 14 August 2025 and 13 November 2025NoHo Partners Oyj announced that at its AGM held on 9 April 2025, The AGM approved the board of directors' proposal that a dividend of EUR 0.46 (0.43) per share shall be paid based on the adopted balance sheet of the financial period ended on 31 December 2024. The dividend shall be paid in three instalments. The first instalment of EUR 0.15 per share shall be paid to a shareholder who is registered in the shareholder register of the Company maintained by Euroclear Finland Oy on the dividend record date 8 May 2025. The payment date for this instalment is 15 May 2025. The second instalment of EUR 0.15 per share shall be paid to a shareholder who is registered in the shareholder register of the Company maintained by Euroclear Finland Oy on the dividend record date 7 August 2025. The payment date for this instalment is 14 August 2025. The third instalment of EUR 0.16 per share shall be paid to a shareholder who is registered in the shareholder register of the Company maintained by Euroclear Finland Oy on the dividend record date 6 November 2025. The payment date for this instalment is 13 November 2025.Major Estimate Revision • Apr 07Consensus EPS estimates increase by 37%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from €460.1m to €438.7m. EPS estimate rose from €0.75 to €1.03. Net income forecast to grow 91% next year vs 15% growth forecast for Hospitality industry in Finland. Consensus price target of €10.70 unchanged from last update. Share price fell 3.5% to €8.65 over the past week.분석 기사 • Apr 03NoHo Partners Oyj (HEL:NOHO) Will Pay A Dividend Of €0.15The board of NoHo Partners Oyj ( HEL:NOHO ) has announced that it will pay a dividend of €0.15 per share on the 15th of...공시 • Apr 03Intera Partners Oy have agreed on an arrangement to acquire an additional unknown minority stake in Better Burger Society from NoHo Partners Oyj (HLSE:NOHO).Intera Partners Oy have agreed on an arrangement to acquire an additional unknown minority stake in Better Burger Society from NoHo Partners Oyj (HLSE:NOHO) on April 1, 2025. Jarno Suominen will continue to be active owners and serve on the Board of Directors of Better Burger Society. Operational cooperation will also continue unchanged. As of 1 April 2025, Better Burger Society will no longer be NoHo Partners group’s subgroup, but will instead be consolidated into NoHo Partners group as an associated company. NoHo Partners’ voting rights in Better Burger Society will drop to 49.6%, with NoHo Partners continuing to be the largest owner of the company with a holding of 50.7%. The transaction is subject to approval by the Finnish Competition and Consumer Authority. For the period ending December 31, 2024, Better Burger Society reported total revenue of €80 million.Reported Earnings • Mar 20Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: €0.54 (up from €0.38 in FY 2023). Revenue: €427.1m (up 15% from FY 2023). Net income: €11.3m (up 43% from FY 2023). Profit margin: 2.6% (up from 2.1% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 13%. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.분석 기사 • Mar 17NoHo Partners Oyj (HEL:NOHO) Will Pay A Dividend Of €0.15The board of NoHo Partners Oyj ( HEL:NOHO ) has announced that it will pay a dividend on the 15th of May, with...Price Target Changed • Mar 06Price target increased by 8.4% to €11.45Up from €10.57, the current price target is an average from 3 analysts. New target price is 23% above last closing price of €9.34. Stock is up 16% over the past year. The company is forecast to post earnings per share of €0.75 for next year compared to €0.54 last year.공시 • Mar 05Noho Partners OYJ Ordinary Shares to Be Deleted from OTC EquityNoho Partners OYJ Ordinary Shares (Finland) will be deleted from OTC Equity effective March 04, 2025, due to Inactive Security.분석 기사 • Mar 01NoHo Partners Oyj (HEL:NOHO) Is Due To Pay A Dividend Of €0.15NoHo Partners Oyj ( HEL:NOHO ) will pay a dividend of €0.15 on the 15th of May. This will take the annual payment to...Declared Dividend • Feb 28Dividend of €0.15 announcedShareholders will receive a dividend of €0.15. Ex-date: 7th May 2025 Payment date: 15th May 2025 Dividend yield will be 4.7%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (85% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 55% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Price Target Changed • Feb 13Price target increased by 10% to €10.58Up from €9.60, the current price target is an average from 2 analysts. New target price is 15% above last closing price of €9.18. Stock is up 12% over the past year. The company is forecast to post earnings per share of €0.73 for next year compared to €0.54 last year.Reported Earnings • Feb 13Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: €0.54 (up from €0.38 in FY 2023). Revenue: €434.4m (up 17% from FY 2023). Net income: €11.3m (up 43% from FY 2023). Profit margin: 2.6% (up from 2.1% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 13%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.공시 • Feb 13+ 1 more updateNoho Partners Oyj Provides Earnings Guidance for Financial Year 2025NoHo Partners Oyj provided earnings guidance for financial year 2025. For the period, the company estimates that the EBIT margin of Finnish operations will remain at the current good level, and the Group's earnings per share will increase.공시 • Feb 12NoHo Partners Oyj to Report Fiscal Year 2024 Final Results on Mar 19, 2025NoHo Partners Oyj announced that they will report fiscal year 2024 final results on Mar 19, 2025Price Target Changed • Jan 28Price target increased by 10% to €10.57Up from €9.60, the current price target is an average from 3 analysts. New target price is 32% above last closing price of €8.00. Stock is down 5.0% over the past year. The company is forecast to post earnings per share of €0.48 for next year compared to €0.38 last year.분석 기사 • Nov 13We Think NoHo Partners Oyj's (HEL:NOHO) Robust Earnings Are ConservativeEven though NoHo Partners Oyj's ( HEL:NOHO ) recent earnings release was robust, the market didn't seem to notice. Our...분석 기사 • Nov 08NoHo Partners Oyj Just Missed Earnings - But Analysts Have Updated Their ModelsAs you might know, NoHo Partners Oyj ( HEL:NOHO ) last week released its latest quarterly, and things did not turn out...Reported Earnings • Nov 06Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: €0.14 (up from €0.03 loss in 3Q 2023). Revenue: €108.1m (up 13% from 3Q 2023). Net income: €2.90m (up €3.50m from 3Q 2023). Profit margin: 2.7% (up from net loss in 3Q 2023). Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) also missed analyst estimates by 12%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.공시 • Nov 05+ 4 more updatesNoHo Partners Oyj, Annual General Meeting, Apr 09, 2025NoHo Partners Oyj, Annual General Meeting, Apr 09, 2025.Upcoming Dividend • Oct 30Upcoming dividend of €0.15 per shareEligible shareholders must have bought the stock before 06 November 2024. Payment date: 14 November 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.9%. Lower than top quartile of Finnish dividend payers (6.2%). Higher than average of industry peers (2.7%).공시 • Aug 27NoHo Partners Plc Appoints Maria Koivula as Deputy CEONoHo Partners Plc has strengthened the structure of its Executive Team to accelerate the implementation of its new strategy. The broader composition of the Executive Team supports the company's ambitious growth targets as well as operational development. At the same time, Business Director Maria Koivula has been appointed as the Deputy CEO. When the new structure enters into force, the operation of the separate Executive Team of Finland will cease.Price Target Changed • Aug 15Price target decreased by 7.7% to €9.60Down from €10.40, the current price target is an average from 2 analysts. New target price is 22% above last closing price of €7.88. Stock is down 8.6% over the past year. The company is forecast to post earnings per share of €0.56 for next year compared to €0.38 last year.분석 기사 • Aug 09NoHo Partners Oyj Just Missed Earnings - But Analysts Have Updated Their ModelsAs you might know, NoHo Partners Oyj ( HEL:NOHO ) last week released its latest quarterly, and things did not turn out...Reported Earnings • Aug 07Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: €0.11 (down from €0.17 in 2Q 2023). Revenue: €109.0m (up 17% from 2Q 2023). Net income: €2.20m (down 35% from 2Q 2023). Profit margin: 2.0% (down from 3.6% in 2Q 2023). Revenue missed analyst estimates by 7.0%. Earnings per share (EPS) also missed analyst estimates by 69%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.공시 • Aug 06NoHo Partners Oyj Announces CEO ChangesNoHo Partners’ Board of Directors has appointed Jarno Suominen as CEO as of 1 September 2024. Current CEO Aku Vikström will continue in his position until Suominen assumes the duties of the CEO. Jarno Suominen (born 1972) has extensive experience from the restaurant industry, and he has worked at NoHo Partners since 2005, serving as CFO in 2005–2020. Suominen has acted as the Deputy CEO of NoHo Partners since 2020 and he is also the Country Manager of company’s operations in Finland as well as the Chairman of the Finnish Executive Team. He is also a significant shareholder of the company also a significant shareholder of the company. Jarno Suominen has very strong and versatile experience in the restaurant industry, and he has played a key role in NoHo Partners’ growth story to its current size. He also has strong expertise in business arrangements and investment activities in the restaurant industry, which, in accordance with companies new strategy, the company focus on to accelerate especially the growth of the international business. The Board of Directors is confident that Jarno is the right person to lead the company towards its next growth targets while also enhancing continuity in the company’s management. As announced on 20 March 2024, NoHo Partners’ current CEO Aku Vikström will step down from his role to join Orkla Foods Europe as their new CEO. Vikström has acted as the CEO of NoHo Partners since 2018.Upcoming Dividend • Jul 31Upcoming dividend of €0.14 per shareEligible shareholders must have bought the stock before 07 August 2024. Payment date: 15 August 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.3%. Lower than top quartile of Finnish dividend payers (6.1%). Higher than average of industry peers (3.0%).Price Target Changed • Jul 23Price target increased by 8.2% to €10.98Up from €10.15, the current price target is an average from 2 analysts. New target price is 38% above last closing price of €7.94. Stock is down 13% over the past year. The company is forecast to post earnings per share of €0.64 for next year compared to €0.38 last year.New Risk • May 17New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.2x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.2x net interest cover). Minor Risks Dividend is not well covered by earnings (164% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.4% net profit margin).분석 기사 • May 10NoHo Partners Oyj Just Missed Earnings With A Surprise Loss - Here Are Analysts Latest ForecastsNoHo Partners Oyj ( HEL:NOHO ) came out with its quarterly results last week, and we wanted to see how the business is...공시 • May 08Noho Partners plc Provides Earnings Guidance for the Financial Year 2024Noho Partners plc provided earnings guidance for the financial year 2024. For the year, the company estimated that, during the financial year 2024, it will achieve total turnover of approx. EUR 430 million and EBIT margin of approx. 9.5%.Reported Earnings • May 07First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: €0.03 loss per share (down from €0.09 profit in 1Q 2023). Revenue: €95.4m (up 26% from 1Q 2023). Net loss: €600.0k (down 132% from profit in 1Q 2023). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 116% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.공시 • Apr 24NoHo Partners Oyj Announces Composition of Audit Committee and Remuneration CommitteeNoHo Partners Oyj's Board of Directors has decided the composition of the Audit Committee and the Remuneration Committee. Kai Seikku was elected as Chairman and Petri Olkinuora and Timo Mänty as members of the Audit Committee. Timo Mänty was elected as Chairman and Maarit Vannas and Timo Laine as members of the Remuneration Committee.공시 • Apr 10+ 1 more updateNoHo Partners Oyj Approves Board ChangesNoHo Partners Oyj at its AGM held on April 10, 2024, resolved Timo Mänty and Maarit Vannas shall be elected as new members of the Board of Directors for a term of office ending at the close of the Annual General Meeting 2025. The AGM elected Timo Mänty as Vice-Chairman of the Board.공시 • Mar 21NoHo Partners Plc Announces Stepping Down of Aku Vikström as CEONoHo Partners Plc's CEO Aku Vikström has informed the company's Board of Directors that he will step down from the role of CEO. Vikström will join Orkla Foods Europe Oy as their new CEO, starting at the latest on 1 September 2024. Until then, he continues in his role as the CEO of NoHo Partners. The Board of Directors has initiated a search for his successor.Declared Dividend • Mar 18Dividend of €0.14 announcedShareholders will receive a dividend of €0.14. Ex-date: 7th May 2024 Payment date: 16th May 2024 Dividend yield will be 1.7%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is not covered by earnings (114% earnings payout ratio). However, it is well covered by cash flows (17% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 26% to bring the payout ratio under control. EPS is expected to grow by 78% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.New Risk • Mar 14New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 40% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.2x net interest cover). Minor Risks Dividend is not well covered by earnings (114% payout ratio). Large one-off items impacting financial results. Significant insider selling over the past 3 months (€107k sold).분석 기사 • Feb 22We Think NoHo Partners Oyj's (HEL:NOHO) Robust Earnings Are ConservativeEven though NoHo Partners Oyj's ( HEL:NOHO ) recent earnings release was robust, the market didn't seem to notice. Our...분석 기사 • Feb 18Results: NoHo Partners Oyj Beat Earnings Expectations And Analysts Now Have New ForecastsNoHo Partners Oyj ( HEL:NOHO ) last week reported its latest annual results, which makes it a good time for investors...Reported Earnings • Feb 16Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: €0.38 (up from €0.074 in FY 2022). Revenue: €380.0m (up 22% from FY 2022). Net income: €7.90m (up 427% from FY 2022). Profit margin: 2.1% (up from 0.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 23%. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.New Risk • Jan 24New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €127k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.5x net interest cover). Minor Risks Dividend is not well covered by earnings (179% payout ratio). Large one-off items impacting financial results. Significant insider selling over the past 3 months (€127k sold).공시 • Dec 21NoHo Partners Revises Its Profit Guidance for 2023NoHo Partners updates its profit guidance for 2023. The company now expects the EBIT margin to be over 9.5% in 2023 with the comparable EBIT margin being over 10%. The company also refines its guidance for 2023 total turnover, and now expects it to be approximately EUR 370 million. NoHo Partners' profitability development has been strong despite the fluctuating demand environment. The business of Holy Cow!, which was acquired in July 2023, has developed better than expected and the integration is progressing excellently. At the same time, the pre- Christmas season has met the company's expectations. NoHo Partners estimates that, during the financial year 2023, it will achieve total turnover of approximately EUR 370 million and EBIT margin of over 9.5% in the restaurant business. The comparable EBIT will reach the 10% EBIT margin defined in the company's long-term financial targets. The company will reach the targets set for the strategy cycle ending in 2024 ahead of time. The company will update its long-term strategic and financial targets for the next strategy cycle 2024-2026 and publish them during the first half of 2024. NoHo Partners estimates that, during the financial year 2023, it will achieve total turnover of approximately EUR 380 million and EBIT margin of approximately 9% in the restaurant business. The company will reach the targets set for the strategy cycle ending in 2024 ahead of time. The company will update its long-term strategic and financial targets for the next strategy cycle 2024-2026 and publish them during the first half of 2024.of 2024.NoHo Partners updates its profit guidance for 2023. The company now expects the EBITmargin to be over 9.5% in 2023 with the comparable EBIT margin being over 10%. Thecompany also refines its guidance for 2023 total turnover, and now expects it to beapproximately MEUR 370.NoHo Partners updates its profit guidance for 2023. The company now expects the EBITmargin to be over 9.5% in 2023 with the comparable EBIT margin being over 10%. Thecompany also refines its guidance for 2023 total turnover, and now expects it to beapproximately MEUR 370.NoHo Partners estimates that, during the financial year 2023, it will achieve total turnover ofapproximately MEUR 370 and EBIT margin of over 9.5% in the restaurant business. Thecomparable EBIT will reach the 10% EBIT margin defined in the company's long-term financialtargets.Price Target Changed • Nov 21Price target decreased by 13% to €10.15Down from €11.68, the current price target is an average from 2 analysts. New target price is 30% above last closing price of €7.80. Stock is up 9.7% over the past year. The company is forecast to post earnings per share of €0.35 for next year compared to €0.074 last year.Reported Earnings • Nov 08Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: €0.03 loss per share (improved from €0.19 loss in 3Q 2022). Revenue: €97.8m (up 14% from 3Q 2022). Net loss: €600.0k (loss narrowed 84% from 3Q 2022). Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.공시 • Nov 08Noho Partners plc Strengthens Its LeadershipNoHo Partners Plc is strengthening its leadership with two strategic new roles. NoHo Partners has been appointed Rainer Lindqvist as the Chief Customer Officer of the group. Rainer is an experienced marketing professional with over 20 years of expertise in customer understanding and consumer marketing in a rapidly evolving environment. Rainer is transitioning to this role from his position as the Marketing Director of Kotipizza. He has previously worked as the Business Director at Ehrenstråhlen&Co and as the CEO of the advertising agency DDB Helsinki Oy. Rainer will start in his new role in January 2024. NoHo Partners has been appointed Jaakko Sorsa as the Quality Director for its dining restaurants. Jaakko brings with him an impressive 30 years of experience from the top of the culinary industry and world-class kitchens. Jaakko began his culinary career nearly three decades ago as a kitchen intern at Palace Gourmet Restaurant. Since then, he has worked in various top kitchens around the world, from the Middle East to Bermuda, from the Fiji Islands to Japan and Indonesia. For the last 19 years, Jaakko has been leading some of the best restaurants in Hong Kong. Jaakko will start in his new role in January 2024.공시 • Oct 06Noho Partners plc Announces Second Dividend Instalment for the Financial Year 2022, Payable on 20 October 2023The board of directors of NoHo Partners Plc has decided on the payment of the second dividend instalment of EUR 0.20 per share for the financial year 2022, based on the authorization of the Annual General Meeting held on 19 April 2023. The dividend will be paid to shareholders who are registered in the shareholders' register maintained by Euroclear Finland Ltd. on the record date 13 October 2023. The dividend payment date will be 20 October 2023. The first dividend instalment of EUR 0.20 per share was paid on 24 May 2023.공시 • Oct 05+ 4 more updatesNoHo Partners Oyj to Report Nine Months, 2024 Results on Nov 05, 2024NoHo Partners Oyj announced that they will report nine months, 2024 results on Nov 05, 2024New Risk • Aug 14New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €69k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.7x net interest cover). Minor Risks Dividend is not well covered by earnings (dividend per share is over 5x earnings per share). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.4% net profit margin). Significant insider selling over the past 3 months (€69k sold).공시 • Aug 10+ 1 more updateNoHo Partners Oyj Revises Earnings Guidance for the Year 2023NoHo Partners Oyj revised earnings guidance for the year 2023. The company now estimates that, during the financial year 2023, it will achieve total turnover of approximately EUR 380 million and EBIT margin of approximately 9% in the restaurant business. Previously, the company estimated that it will achieve total turnover of over EUR 350 million and EBIT margin of approximately 9% in the restaurant business during the financial year 2023.New Risk • Aug 09New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.7x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.7x net interest cover). Minor Risks Dividend is not well covered by earnings (dividend per share is over 5x earnings per share). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.4% net profit margin).Reported Earnings • Aug 09Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: EPS: €0.17 (down from €0.45 in 2Q 2022). Revenue: €93.3m (up 3.4% from 2Q 2022). Net income: €3.40m (down 62% from 2Q 2022). Profit margin: 3.6% (down from 9.9% in 2Q 2022). Revenue missed analyst estimates by 5.3%. Earnings per share (EPS) exceeded analyst estimates by 3.0%. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.이익 및 매출 성장 예측HLSE:NOHO - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028412184272312/31/2027393154069312/31/202637512346333/31/2026363105662N/A12/31/202535895566N/A9/30/202535394859N/A6/30/2025350105366N/A3/31/202535196175N/A12/31/202434786375N/A9/30/202435867084N/A6/30/202436535976N/A3/31/202437045269N/A12/31/202337285471N/A9/30/202335355370N/A6/30/202334315470N/A3/31/202334076177N/A12/31/202231325570N/A9/30/202229435265N/A6/30/202227085265N/A3/31/2022214-54453N/A12/31/2021186-113645N/A9/30/2021148-231422N/A6/30/2021142-241016N/A3/31/2021127-2905N/A12/31/2020157-2728N/A9/30/2020200-142534N/A6/30/2020221-73143N/A3/31/202027084055N/A12/31/201927321N/A57N/A9/30/201926522N/A46N/A6/30/201925517N/A31N/A3/31/201921419N/A22N/A12/31/201821014N/A19N/A9/30/201819611N/A16N/A6/30/201818612N/A22N/A3/31/20182045N/A20N/A12/31/20171875N/A18N/A9/30/20171666N/A16N/A6/30/20171466N/A12N/A3/31/20171366N/A12N/A12/31/20161316N/A14N/A9/30/20161305N/A12N/A6/30/20161245N/A13N/A3/31/20161175N/A14N/A12/31/20151145N/A12N/A9/30/20151095N/A12N/A6/30/20151024N/A12N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: NOHO 의 연간 예상 수익 증가율(18.5%)이 saving rate(2.3%)보다 높습니다.수익 vs 시장: NOHO 의 연간 수익(18.5%)이 Finnish 시장(14.1%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: NOHO 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: NOHO 의 수익(연간 4.9%)이 Finnish 시장(연간 4.7%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: NOHO 의 수익(연간 4.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: NOHO의 자본 수익률은 3년 후 13.6%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-services 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/09 00:30종가2026/06/09 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스NoHo Partners Oyj는 5명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Iiris ThemanCarnegie Investment Bank ABPia Rosqvist-HeinsalmiDNB Carnegienull nullEvli Bank plc2명의 분석가 더 보기
Price Target Changed • Nov 10Price target decreased by 13% to €9.30Down from €10.70, the current price target is an average from 2 analysts. New target price is 20% above last closing price of €7.76. Stock is up 9.3% over the past year. The company is forecast to post earnings per share of €1.52 for next year compared to €0.54 last year.
분석 기사 • Aug 08NoHo Partners Oyj Just Missed Earnings And Its Revenue Numbers Were Weaker Than ExpectedHLSE:NOHO 1 Year Share Price vs Fair Value Explore NoHo Partners Oyj's Fair Values from the Community and select yours...
Price Target Changed • May 12Price target increased by 11% to €11.87Up from €10.70, the current price target is an average from 3 analysts. New target price is 23% above last closing price of €9.68. Stock is up 20% over the past year. The company is forecast to post earnings per share of €1.78 for next year compared to €0.54 last year.
분석 기사 • May 09NoHo Partners Oyj Just Missed Earnings - But Analysts Have Updated Their ModelsThe analysts might have been a bit too bullish on NoHo Partners Oyj ( HEL:NOHO ), given that the company fell short of...
Major Estimate Revision • May 06Consensus EPS estimates increase by 34%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from €438.7m to €418.2m. EPS estimate rose from €1.03 to €1.37. Net income forecast to grow 120% next year vs 18% growth forecast for Hospitality industry in Finland. Consensus price target of €10.70 unchanged from last update. Share price was steady at €9.45 over the past week.
Major Estimate Revision • Apr 07Consensus EPS estimates increase by 37%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from €460.1m to €438.7m. EPS estimate rose from €0.75 to €1.03. Net income forecast to grow 91% next year vs 15% growth forecast for Hospitality industry in Finland. Consensus price target of €10.70 unchanged from last update. Share price fell 3.5% to €8.65 over the past week.
Recent Insider Transactions • May 25Founder & Chairman recently bought €58k worth of stockOn the 21st of May, Timo Rainer bought around 8k shares on-market at roughly €7.31 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Timo has been a net seller over the last 12 months, reducing personal holdings by €36k.
Declared Dividend • May 17First quarter dividend of €0.08 announcedShareholders will receive a dividend of €0.08. Ex-date: 11th August 2026 Payment date: 19th August 2026 Dividend yield will be 4.3%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (56% earnings payout ratio) and cash flows (9% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 75% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 06First quarter 2026 earnings released: EPS: €0.01 (vs €0.009 loss in 1Q 2025)First quarter 2026 results: EPS: €0.01 (up from €0.009 loss in 1Q 2025). Revenue: €83.6m (up 8.3% from 1Q 2025). Net income: €300.0k (up €500.0k from 1Q 2025). Profit margin: 0.4% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Apr 30Upcoming dividend of €0.07 per shareEligible shareholders must have bought the stock before 07 May 2026. Payment date: 15 May 2026. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Finnish dividend payers (5.4%). In line with average of industry peers (3.2%).
공시 • Apr 16+ 1 more updateNoHo Partners Oyj Approves Dividend for the Financial Period Ended 31 December 2025, Payable on 15 May 2026, 19 August 2026, and 18 November 2026NoHo Partners Oyj at its Annual General Meeting 2026 was held on 15 April 2026, The AGM approved the Board of Directors’ proposal that a dividend of EUR 0.23 (EUR 0.46) per share shall be paid based on the adopted balance sheet of the financial period ending on 31 December 2025. The dividend shall be paid in three instalments. The first instalment of EUR 0.07 per share shall be paid to a shareholder who is registered in the shareholder register of the Company maintained by Euroclear Finland Oy on the dividend record date 8 May 2026. The payment date for this instalment is 15 May 2026. The second instalment of EUR 0.08 per share shall be paid to a shareholder who is registered in the shareholder register of the Company maintained by Euroclear Finland Oy on the dividend record date 12 August 2026. The payment date for this instalment is 19 August 2026. The third instalment of EUR 0.08 per share shall be paid to a shareholder who is registered in the shareholder register of the Company maintained by Euroclear Finland Oy on the dividend record date 11 November 2026. The payment date for this instalment is 18 November 2026.
Reported Earnings • Mar 24Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: €0.43 (up from €0.37 in FY 2024). Revenue: €358.0m (up 3.1% from FY 2024). Net income: €9.10m (up 17% from FY 2024). Profit margin: 2.5% (up from 2.2% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 2.6%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
공시 • Mar 20Noho Partners Oyj Announces Non- Availability for Re-Election of Petri Olkinuora as Member of the Board of DirectorsNoHo Partners Plc’s at the Annual General Meeting convening on 15 April 2026 announced that the current member of the Board of Directors Petri Olkinuora has served on the company's Board of Directors for 13 years and is not available for re-election.
분석 기사 • Feb 18We Think You Can Look Beyond NoHo Partners Oyj's (HEL:NOHO) Lackluster EarningsThe most recent earnings report from NoHo Partners Oyj ( HEL:NOHO ) was disappointing for shareholders. However, our...
Reported Earnings • Feb 12Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: €1.55. Revenue: €365.1m (down 14% from FY 2024). Net income: €9.10m (down 20% from FY 2024). Profit margin: 2.5% (in line with FY 2024). Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 2.6%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Hospitality industry in Europe.
New Risk • Nov 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.7% 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 Risks Interest payments are not well covered by earnings (2.1x net interest cover). Earnings are forecast to decline by an average of 2.7% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (€95k sold).
Price Target Changed • Nov 10Price target decreased by 13% to €9.30Down from €10.70, the current price target is an average from 2 analysts. New target price is 20% above last closing price of €7.76. Stock is up 9.3% over the past year. The company is forecast to post earnings per share of €1.52 for next year compared to €0.54 last year.
공시 • Nov 04NoHo Partners Oyj, Annual General Meeting, Apr 15, 2026NoHo Partners Oyj, Annual General Meeting, Apr 15, 2026. Location: tampere Finland
분석 기사 • Nov 04NoHo Partners Oyj (HEL:NOHO) Is Paying Out A Larger Dividend Than Last YearNoHo Partners Oyj ( HEL:NOHO ) will increase its dividend from last year's comparable payment on the 13th of November...
공시 • Nov 04+ 3 more updatesNoHo Partners Oyj to Report Nine Months, 2026 Results on Nov 03, 2026NoHo Partners Oyj announced that they will report nine months, 2026 results on Nov 03, 2026
Upcoming Dividend • Oct 29Upcoming dividend of €0.16 per shareEligible shareholders must have bought the stock before 05 November 2025. Payment date: 13 November 2025. Payout ratio is a comfortable 74% and this is well supported by cash flows. Trailing yield: 5.1%. Lower than top quartile of Finnish dividend payers (5.9%). Higher than average of industry peers (3.0%).
Recent Insider Transactions • Sep 23Founder & Chairman recently sold €95k worth of stockOn the 17th of September, Timo Rainer sold around 10k shares on-market at roughly €9.50 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Timo's only on-market trade for the last 12 months.
분석 기사 • Sep 15NoHo Partners Oyj (HEL:NOHO) Is Increasing Its Dividend To €0.16NoHo Partners Oyj ( HEL:NOHO ) has announced that it will be increasing its dividend from last year's comparable...
분석 기사 • Aug 19NoHo Partners Oyj's (HEL:NOHO) Dividend Will Be Increased To €0.16The board of NoHo Partners Oyj ( HEL:NOHO ) has announced that it will be paying its dividend of €0.16 on the 13th of...
Declared Dividend • Aug 15Second quarter dividend of €0.16 announcedShareholders will receive a dividend of €0.16. Ex-date: 5th November 2025 Payment date: 13th November 2025 Dividend yield will be 5.2%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (74% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 7.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 1.1% over the next 3 years. However, it would need to fall by 18% to increase the payout ratio to a potentially unsustainable range.
분석 기사 • Aug 08NoHo Partners Oyj Just Missed Earnings And Its Revenue Numbers Were Weaker Than ExpectedHLSE:NOHO 1 Year Share Price vs Fair Value Explore NoHo Partners Oyj's Fair Values from the Community and select yours...
New Risk • Aug 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.03% 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 Risks Interest payments are not well covered by earnings (2.1x net interest cover). Earnings are forecast to decline by an average of 0.03% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Aug 05Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: €1.15. Revenue: €89.5m (down 16% from 2Q 2024). Net income: €1.80m (down 18% from 2Q 2024). Profit margin: 2.0% (down from 2.1% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 8.1%. Earnings per share (EPS) also missed analyst estimates by 4.2%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Hospitality industry in Europe.
분석 기사 • Aug 05NoHo Partners Oyj (HEL:NOHO) Has Announced A Dividend Of €0.15The board of NoHo Partners Oyj ( HEL:NOHO ) has announced that it will pay a dividend on the 14th of August, with...
공시 • Aug 05NoHo Partners Oyj (HLSE:NOHO) agreed to acquire Smoothie Heaven Oy.NoHo Partners Oyj (HLSE:NOHO) agreed to acquire Smoothie Heaven Oy on August 4, 2025. The transaction is subject to approval of The Finnish Competition and Consumer Authority. According to the Competition Act, mergers that exceed certain turnover thresholds must be notified to the KKV, and the merger must not be implemented before it has been approved by the KKV.
Upcoming Dividend • Jul 30Upcoming dividend of €0.15 per shareEligible shareholders must have bought the stock before 06 August 2025. Payment date: 14 August 2025. Payout ratio is on the higher end at 76%, however this is supported by cash flows. Trailing yield: 5.1%. Lower than top quartile of Finnish dividend payers (5.9%). Higher than average of industry peers (2.8%).
Declared Dividend • May 16First quarter dividend of €0.15 announcedShareholders will receive a dividend of €0.15. Ex-date: 6th August 2025 Payment date: 14th August 2025 Dividend yield will be 4.8%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (76% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 7.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 3.8% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • May 15NoHo Partners Oyj's (HEL:NOHO) Strong Earnings Are Of Good QualityEven though NoHo Partners Oyj's ( HEL:NOHO ) recent earnings release was robust, the market didn't seem to notice. Our...
Price Target Changed • May 12Price target increased by 11% to €11.87Up from €10.70, the current price target is an average from 3 analysts. New target price is 23% above last closing price of €9.68. Stock is up 20% over the past year. The company is forecast to post earnings per share of €1.78 for next year compared to €0.54 last year.
분석 기사 • May 09NoHo Partners Oyj Just Missed Earnings - But Analysts Have Updated Their ModelsThe analysts might have been a bit too bullish on NoHo Partners Oyj ( HEL:NOHO ), given that the company fell short of...
Reported Earnings • May 07First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: €0.04 (up from €0.03 loss in 1Q 2024). Revenue: €101.3m (up 8.3% from 1Q 2024). Net income: €800.0k (up €1.40m from 1Q 2024). Profit margin: 0.8% (up from net loss in 1Q 2024). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) also missed analyst estimates by 93%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • May 06Consensus EPS estimates increase by 34%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from €438.7m to €418.2m. EPS estimate rose from €1.03 to €1.37. Net income forecast to grow 120% next year vs 18% growth forecast for Hospitality industry in Finland. Consensus price target of €10.70 unchanged from last update. Share price was steady at €9.45 over the past week.
Upcoming Dividend • Apr 30Upcoming dividend of €0.15 per shareEligible shareholders must have bought the stock before 07 May 2025. Payment date: 15 May 2025. Payout ratio is on the higher end at 86%, however this is supported by cash flows. Trailing yield: 4.9%. Lower than top quartile of Finnish dividend payers (6.1%). Higher than average of industry peers (3.1%).
분석 기사 • Apr 17NoHo Partners Oyj (HEL:NOHO) Has Announced A Dividend Of €0.15NoHo Partners Oyj ( HEL:NOHO ) will pay a dividend of €0.15 on the 15th of May. This takes the dividend yield to 5.0...
공시 • Apr 09+ 1 more updateNoHo Partners Oyj Approves Dividend for the Financial Period Ended 31 December 2024, Payable on 15 May 2025, 14 August 2025 and 13 November 2025NoHo Partners Oyj announced that at its AGM held on 9 April 2025, The AGM approved the board of directors' proposal that a dividend of EUR 0.46 (0.43) per share shall be paid based on the adopted balance sheet of the financial period ended on 31 December 2024. The dividend shall be paid in three instalments. The first instalment of EUR 0.15 per share shall be paid to a shareholder who is registered in the shareholder register of the Company maintained by Euroclear Finland Oy on the dividend record date 8 May 2025. The payment date for this instalment is 15 May 2025. The second instalment of EUR 0.15 per share shall be paid to a shareholder who is registered in the shareholder register of the Company maintained by Euroclear Finland Oy on the dividend record date 7 August 2025. The payment date for this instalment is 14 August 2025. The third instalment of EUR 0.16 per share shall be paid to a shareholder who is registered in the shareholder register of the Company maintained by Euroclear Finland Oy on the dividend record date 6 November 2025. The payment date for this instalment is 13 November 2025.
Major Estimate Revision • Apr 07Consensus EPS estimates increase by 37%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from €460.1m to €438.7m. EPS estimate rose from €0.75 to €1.03. Net income forecast to grow 91% next year vs 15% growth forecast for Hospitality industry in Finland. Consensus price target of €10.70 unchanged from last update. Share price fell 3.5% to €8.65 over the past week.
분석 기사 • Apr 03NoHo Partners Oyj (HEL:NOHO) Will Pay A Dividend Of €0.15The board of NoHo Partners Oyj ( HEL:NOHO ) has announced that it will pay a dividend of €0.15 per share on the 15th of...
공시 • Apr 03Intera Partners Oy have agreed on an arrangement to acquire an additional unknown minority stake in Better Burger Society from NoHo Partners Oyj (HLSE:NOHO).Intera Partners Oy have agreed on an arrangement to acquire an additional unknown minority stake in Better Burger Society from NoHo Partners Oyj (HLSE:NOHO) on April 1, 2025. Jarno Suominen will continue to be active owners and serve on the Board of Directors of Better Burger Society. Operational cooperation will also continue unchanged. As of 1 April 2025, Better Burger Society will no longer be NoHo Partners group’s subgroup, but will instead be consolidated into NoHo Partners group as an associated company. NoHo Partners’ voting rights in Better Burger Society will drop to 49.6%, with NoHo Partners continuing to be the largest owner of the company with a holding of 50.7%. The transaction is subject to approval by the Finnish Competition and Consumer Authority. For the period ending December 31, 2024, Better Burger Society reported total revenue of €80 million.
Reported Earnings • Mar 20Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: €0.54 (up from €0.38 in FY 2023). Revenue: €427.1m (up 15% from FY 2023). Net income: €11.3m (up 43% from FY 2023). Profit margin: 2.6% (up from 2.1% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 13%. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
분석 기사 • Mar 17NoHo Partners Oyj (HEL:NOHO) Will Pay A Dividend Of €0.15The board of NoHo Partners Oyj ( HEL:NOHO ) has announced that it will pay a dividend on the 15th of May, with...
Price Target Changed • Mar 06Price target increased by 8.4% to €11.45Up from €10.57, the current price target is an average from 3 analysts. New target price is 23% above last closing price of €9.34. Stock is up 16% over the past year. The company is forecast to post earnings per share of €0.75 for next year compared to €0.54 last year.
공시 • Mar 05Noho Partners OYJ Ordinary Shares to Be Deleted from OTC EquityNoho Partners OYJ Ordinary Shares (Finland) will be deleted from OTC Equity effective March 04, 2025, due to Inactive Security.
분석 기사 • Mar 01NoHo Partners Oyj (HEL:NOHO) Is Due To Pay A Dividend Of €0.15NoHo Partners Oyj ( HEL:NOHO ) will pay a dividend of €0.15 on the 15th of May. This will take the annual payment to...
Declared Dividend • Feb 28Dividend of €0.15 announcedShareholders will receive a dividend of €0.15. Ex-date: 7th May 2025 Payment date: 15th May 2025 Dividend yield will be 4.7%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (85% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 55% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • Feb 13Price target increased by 10% to €10.58Up from €9.60, the current price target is an average from 2 analysts. New target price is 15% above last closing price of €9.18. Stock is up 12% over the past year. The company is forecast to post earnings per share of €0.73 for next year compared to €0.54 last year.
Reported Earnings • Feb 13Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: €0.54 (up from €0.38 in FY 2023). Revenue: €434.4m (up 17% from FY 2023). Net income: €11.3m (up 43% from FY 2023). Profit margin: 2.6% (up from 2.1% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 13%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
공시 • Feb 13+ 1 more updateNoho Partners Oyj Provides Earnings Guidance for Financial Year 2025NoHo Partners Oyj provided earnings guidance for financial year 2025. For the period, the company estimates that the EBIT margin of Finnish operations will remain at the current good level, and the Group's earnings per share will increase.
공시 • Feb 12NoHo Partners Oyj to Report Fiscal Year 2024 Final Results on Mar 19, 2025NoHo Partners Oyj announced that they will report fiscal year 2024 final results on Mar 19, 2025
Price Target Changed • Jan 28Price target increased by 10% to €10.57Up from €9.60, the current price target is an average from 3 analysts. New target price is 32% above last closing price of €8.00. Stock is down 5.0% over the past year. The company is forecast to post earnings per share of €0.48 for next year compared to €0.38 last year.
분석 기사 • Nov 13We Think NoHo Partners Oyj's (HEL:NOHO) Robust Earnings Are ConservativeEven though NoHo Partners Oyj's ( HEL:NOHO ) recent earnings release was robust, the market didn't seem to notice. Our...
분석 기사 • Nov 08NoHo Partners Oyj Just Missed Earnings - But Analysts Have Updated Their ModelsAs you might know, NoHo Partners Oyj ( HEL:NOHO ) last week released its latest quarterly, and things did not turn out...
Reported Earnings • Nov 06Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: €0.14 (up from €0.03 loss in 3Q 2023). Revenue: €108.1m (up 13% from 3Q 2023). Net income: €2.90m (up €3.50m from 3Q 2023). Profit margin: 2.7% (up from net loss in 3Q 2023). Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) also missed analyst estimates by 12%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
공시 • Nov 05+ 4 more updatesNoHo Partners Oyj, Annual General Meeting, Apr 09, 2025NoHo Partners Oyj, Annual General Meeting, Apr 09, 2025.
Upcoming Dividend • Oct 30Upcoming dividend of €0.15 per shareEligible shareholders must have bought the stock before 06 November 2024. Payment date: 14 November 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.9%. Lower than top quartile of Finnish dividend payers (6.2%). Higher than average of industry peers (2.7%).
공시 • Aug 27NoHo Partners Plc Appoints Maria Koivula as Deputy CEONoHo Partners Plc has strengthened the structure of its Executive Team to accelerate the implementation of its new strategy. The broader composition of the Executive Team supports the company's ambitious growth targets as well as operational development. At the same time, Business Director Maria Koivula has been appointed as the Deputy CEO. When the new structure enters into force, the operation of the separate Executive Team of Finland will cease.
Price Target Changed • Aug 15Price target decreased by 7.7% to €9.60Down from €10.40, the current price target is an average from 2 analysts. New target price is 22% above last closing price of €7.88. Stock is down 8.6% over the past year. The company is forecast to post earnings per share of €0.56 for next year compared to €0.38 last year.
분석 기사 • Aug 09NoHo Partners Oyj Just Missed Earnings - But Analysts Have Updated Their ModelsAs you might know, NoHo Partners Oyj ( HEL:NOHO ) last week released its latest quarterly, and things did not turn out...
Reported Earnings • Aug 07Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: €0.11 (down from €0.17 in 2Q 2023). Revenue: €109.0m (up 17% from 2Q 2023). Net income: €2.20m (down 35% from 2Q 2023). Profit margin: 2.0% (down from 3.6% in 2Q 2023). Revenue missed analyst estimates by 7.0%. Earnings per share (EPS) also missed analyst estimates by 69%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
공시 • Aug 06NoHo Partners Oyj Announces CEO ChangesNoHo Partners’ Board of Directors has appointed Jarno Suominen as CEO as of 1 September 2024. Current CEO Aku Vikström will continue in his position until Suominen assumes the duties of the CEO. Jarno Suominen (born 1972) has extensive experience from the restaurant industry, and he has worked at NoHo Partners since 2005, serving as CFO in 2005–2020. Suominen has acted as the Deputy CEO of NoHo Partners since 2020 and he is also the Country Manager of company’s operations in Finland as well as the Chairman of the Finnish Executive Team. He is also a significant shareholder of the company also a significant shareholder of the company. Jarno Suominen has very strong and versatile experience in the restaurant industry, and he has played a key role in NoHo Partners’ growth story to its current size. He also has strong expertise in business arrangements and investment activities in the restaurant industry, which, in accordance with companies new strategy, the company focus on to accelerate especially the growth of the international business. The Board of Directors is confident that Jarno is the right person to lead the company towards its next growth targets while also enhancing continuity in the company’s management. As announced on 20 March 2024, NoHo Partners’ current CEO Aku Vikström will step down from his role to join Orkla Foods Europe as their new CEO. Vikström has acted as the CEO of NoHo Partners since 2018.
Upcoming Dividend • Jul 31Upcoming dividend of €0.14 per shareEligible shareholders must have bought the stock before 07 August 2024. Payment date: 15 August 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.3%. Lower than top quartile of Finnish dividend payers (6.1%). Higher than average of industry peers (3.0%).
Price Target Changed • Jul 23Price target increased by 8.2% to €10.98Up from €10.15, the current price target is an average from 2 analysts. New target price is 38% above last closing price of €7.94. Stock is down 13% over the past year. The company is forecast to post earnings per share of €0.64 for next year compared to €0.38 last year.
New Risk • May 17New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.2x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.2x net interest cover). Minor Risks Dividend is not well covered by earnings (164% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.4% net profit margin).
분석 기사 • May 10NoHo Partners Oyj Just Missed Earnings With A Surprise Loss - Here Are Analysts Latest ForecastsNoHo Partners Oyj ( HEL:NOHO ) came out with its quarterly results last week, and we wanted to see how the business is...
공시 • May 08Noho Partners plc Provides Earnings Guidance for the Financial Year 2024Noho Partners plc provided earnings guidance for the financial year 2024. For the year, the company estimated that, during the financial year 2024, it will achieve total turnover of approx. EUR 430 million and EBIT margin of approx. 9.5%.
Reported Earnings • May 07First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: €0.03 loss per share (down from €0.09 profit in 1Q 2023). Revenue: €95.4m (up 26% from 1Q 2023). Net loss: €600.0k (down 132% from profit in 1Q 2023). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 116% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
공시 • Apr 24NoHo Partners Oyj Announces Composition of Audit Committee and Remuneration CommitteeNoHo Partners Oyj's Board of Directors has decided the composition of the Audit Committee and the Remuneration Committee. Kai Seikku was elected as Chairman and Petri Olkinuora and Timo Mänty as members of the Audit Committee. Timo Mänty was elected as Chairman and Maarit Vannas and Timo Laine as members of the Remuneration Committee.
공시 • Apr 10+ 1 more updateNoHo Partners Oyj Approves Board ChangesNoHo Partners Oyj at its AGM held on April 10, 2024, resolved Timo Mänty and Maarit Vannas shall be elected as new members of the Board of Directors for a term of office ending at the close of the Annual General Meeting 2025. The AGM elected Timo Mänty as Vice-Chairman of the Board.
공시 • Mar 21NoHo Partners Plc Announces Stepping Down of Aku Vikström as CEONoHo Partners Plc's CEO Aku Vikström has informed the company's Board of Directors that he will step down from the role of CEO. Vikström will join Orkla Foods Europe Oy as their new CEO, starting at the latest on 1 September 2024. Until then, he continues in his role as the CEO of NoHo Partners. The Board of Directors has initiated a search for his successor.
Declared Dividend • Mar 18Dividend of €0.14 announcedShareholders will receive a dividend of €0.14. Ex-date: 7th May 2024 Payment date: 16th May 2024 Dividend yield will be 1.7%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is not covered by earnings (114% earnings payout ratio). However, it is well covered by cash flows (17% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 26% to bring the payout ratio under control. EPS is expected to grow by 78% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
New Risk • Mar 14New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 40% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.2x net interest cover). Minor Risks Dividend is not well covered by earnings (114% payout ratio). Large one-off items impacting financial results. Significant insider selling over the past 3 months (€107k sold).
분석 기사 • Feb 22We Think NoHo Partners Oyj's (HEL:NOHO) Robust Earnings Are ConservativeEven though NoHo Partners Oyj's ( HEL:NOHO ) recent earnings release was robust, the market didn't seem to notice. Our...
분석 기사 • Feb 18Results: NoHo Partners Oyj Beat Earnings Expectations And Analysts Now Have New ForecastsNoHo Partners Oyj ( HEL:NOHO ) last week reported its latest annual results, which makes it a good time for investors...
Reported Earnings • Feb 16Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: €0.38 (up from €0.074 in FY 2022). Revenue: €380.0m (up 22% from FY 2022). Net income: €7.90m (up 427% from FY 2022). Profit margin: 2.1% (up from 0.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 23%. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
New Risk • Jan 24New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €127k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.5x net interest cover). Minor Risks Dividend is not well covered by earnings (179% payout ratio). Large one-off items impacting financial results. Significant insider selling over the past 3 months (€127k sold).
공시 • Dec 21NoHo Partners Revises Its Profit Guidance for 2023NoHo Partners updates its profit guidance for 2023. The company now expects the EBIT margin to be over 9.5% in 2023 with the comparable EBIT margin being over 10%. The company also refines its guidance for 2023 total turnover, and now expects it to be approximately EUR 370 million. NoHo Partners' profitability development has been strong despite the fluctuating demand environment. The business of Holy Cow!, which was acquired in July 2023, has developed better than expected and the integration is progressing excellently. At the same time, the pre- Christmas season has met the company's expectations. NoHo Partners estimates that, during the financial year 2023, it will achieve total turnover of approximately EUR 370 million and EBIT margin of over 9.5% in the restaurant business. The comparable EBIT will reach the 10% EBIT margin defined in the company's long-term financial targets. The company will reach the targets set for the strategy cycle ending in 2024 ahead of time. The company will update its long-term strategic and financial targets for the next strategy cycle 2024-2026 and publish them during the first half of 2024. NoHo Partners estimates that, during the financial year 2023, it will achieve total turnover of approximately EUR 380 million and EBIT margin of approximately 9% in the restaurant business. The company will reach the targets set for the strategy cycle ending in 2024 ahead of time. The company will update its long-term strategic and financial targets for the next strategy cycle 2024-2026 and publish them during the first half of 2024.of 2024.NoHo Partners updates its profit guidance for 2023. The company now expects the EBITmargin to be over 9.5% in 2023 with the comparable EBIT margin being over 10%. Thecompany also refines its guidance for 2023 total turnover, and now expects it to beapproximately MEUR 370.NoHo Partners updates its profit guidance for 2023. The company now expects the EBITmargin to be over 9.5% in 2023 with the comparable EBIT margin being over 10%. Thecompany also refines its guidance for 2023 total turnover, and now expects it to beapproximately MEUR 370.NoHo Partners estimates that, during the financial year 2023, it will achieve total turnover ofapproximately MEUR 370 and EBIT margin of over 9.5% in the restaurant business. Thecomparable EBIT will reach the 10% EBIT margin defined in the company's long-term financialtargets.
Price Target Changed • Nov 21Price target decreased by 13% to €10.15Down from €11.68, the current price target is an average from 2 analysts. New target price is 30% above last closing price of €7.80. Stock is up 9.7% over the past year. The company is forecast to post earnings per share of €0.35 for next year compared to €0.074 last year.
Reported Earnings • Nov 08Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: €0.03 loss per share (improved from €0.19 loss in 3Q 2022). Revenue: €97.8m (up 14% from 3Q 2022). Net loss: €600.0k (loss narrowed 84% from 3Q 2022). Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
공시 • Nov 08Noho Partners plc Strengthens Its LeadershipNoHo Partners Plc is strengthening its leadership with two strategic new roles. NoHo Partners has been appointed Rainer Lindqvist as the Chief Customer Officer of the group. Rainer is an experienced marketing professional with over 20 years of expertise in customer understanding and consumer marketing in a rapidly evolving environment. Rainer is transitioning to this role from his position as the Marketing Director of Kotipizza. He has previously worked as the Business Director at Ehrenstråhlen&Co and as the CEO of the advertising agency DDB Helsinki Oy. Rainer will start in his new role in January 2024. NoHo Partners has been appointed Jaakko Sorsa as the Quality Director for its dining restaurants. Jaakko brings with him an impressive 30 years of experience from the top of the culinary industry and world-class kitchens. Jaakko began his culinary career nearly three decades ago as a kitchen intern at Palace Gourmet Restaurant. Since then, he has worked in various top kitchens around the world, from the Middle East to Bermuda, from the Fiji Islands to Japan and Indonesia. For the last 19 years, Jaakko has been leading some of the best restaurants in Hong Kong. Jaakko will start in his new role in January 2024.
공시 • Oct 06Noho Partners plc Announces Second Dividend Instalment for the Financial Year 2022, Payable on 20 October 2023The board of directors of NoHo Partners Plc has decided on the payment of the second dividend instalment of EUR 0.20 per share for the financial year 2022, based on the authorization of the Annual General Meeting held on 19 April 2023. The dividend will be paid to shareholders who are registered in the shareholders' register maintained by Euroclear Finland Ltd. on the record date 13 October 2023. The dividend payment date will be 20 October 2023. The first dividend instalment of EUR 0.20 per share was paid on 24 May 2023.
공시 • Oct 05+ 4 more updatesNoHo Partners Oyj to Report Nine Months, 2024 Results on Nov 05, 2024NoHo Partners Oyj announced that they will report nine months, 2024 results on Nov 05, 2024
New Risk • Aug 14New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €69k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.7x net interest cover). Minor Risks Dividend is not well covered by earnings (dividend per share is over 5x earnings per share). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.4% net profit margin). Significant insider selling over the past 3 months (€69k sold).
공시 • Aug 10+ 1 more updateNoHo Partners Oyj Revises Earnings Guidance for the Year 2023NoHo Partners Oyj revised earnings guidance for the year 2023. The company now estimates that, during the financial year 2023, it will achieve total turnover of approximately EUR 380 million and EBIT margin of approximately 9% in the restaurant business. Previously, the company estimated that it will achieve total turnover of over EUR 350 million and EBIT margin of approximately 9% in the restaurant business during the financial year 2023.
New Risk • Aug 09New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.7x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.7x net interest cover). Minor Risks Dividend is not well covered by earnings (dividend per share is over 5x earnings per share). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.4% net profit margin).
Reported Earnings • Aug 09Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: EPS: €0.17 (down from €0.45 in 2Q 2022). Revenue: €93.3m (up 3.4% from 2Q 2022). Net income: €3.40m (down 62% from 2Q 2022). Profit margin: 3.6% (down from 9.9% in 2Q 2022). Revenue missed analyst estimates by 5.3%. Earnings per share (EPS) exceeded analyst estimates by 3.0%. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.