View Financial HealthIntegratel PerúA 배당 및 자사주 매입배당 기준 점검 0/6Integratel PerúA 배당금을 지급한 기록이 없습니다.핵심 정보0%배당 수익률-0.01%자사주 매입 수익률총 주주 수익률-0.01%미래 배당 수익률n/a배당 성장률n/a다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향0%최근 배당 및 자사주 매입 업데이트업데이트 없음모든 업데이트 보기Recent updatesBoard Change • May 05Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Director Jose del Rey Osorio was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Mar 06Integratel Perú S.A.A., Annual General Meeting, Mar 31, 2026Integratel Perú S.A.A., Annual General Meeting, Mar 31, 2026, at 08:30 SA Pacific Standard Time. Location: jiron domingo martinez lujan, no 1130 surquillo, lima PeruNew Risk • Feb 25New major risk - Negative shareholders equityThe company has negative equity. Total equity: -S/676m This is considered a major risk. Being in negative equity means that the company's liabilities exceed its assets, meaning it owes more to creditors than it has in owned assets. While this doesn't mean the company is about to collapse, in the long-term, this is unsustainable. The company may have issues meeting financial obligations, is at risk of becoming insolvent and may have difficulty raising capital, especially more debt, if needed. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (21% average weekly change). Negative equity (-S/676m). Earnings have declined by 21% per year over the past 5 years. Shareholders have been substantially diluted in the past year (294% increase in shares outstanding).Board Change • Feb 03Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Director Jose del Rey Osorio was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Dec 24Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Director Jose del Rey Osorio was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Nov 28Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Director Jose del Rey Osorio was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Apr 16Integra Tec International Inc. acquired 99.30% stake in Telefónica del Perú S.A.A. (BVL:TELEFBC1) from Telefónica Hispanoamerica S.A.Integra Tec International Inc. acquired 99.30% stake in Telefónica del Perú S.A.A. (BVL:TELEFBC1) from Telefónica Hispanoamerica S.A. on April 13, 2025. The purchase and sale price for the shares and the Credit approximately amounts PEN 3.7 million (approximately, €0.900 million) that it has been established considering the situation of Telefónica del Perú and the context of the agreement reached. In addition, as a part of and within the framework of the same transaction, Telefónica Hispam has sold to the buyer the financial credit against Telefónica del Perú from the credit facility agreement dated February 14, 2025 mentioned in the communication of Other Relevant Information. As provided in the agreement, both parties have committed to maintain available the full amount of the undrawn Credit in favor of Telefónica del Perú, with disbursement to be made partly by Telefónica Hispam and partly by Integra. Integra has committed to launch a public tender offer for shares to all minority shareholders of Telefónica del Perú, holding approximately 0.7% of its share capital, in accordance with Peruvian securities market regulations. This transaction is part of the Telefónica Group ’s asset portfolio management policy and is aligned with its strategy of gradually reduce exposure to Hispanoamérica. Integra Tec International Inc. completed the acquisition of 99.30% stake in Telefónica del Perú S.A.A. (BVL:TELEFBC1) from Telefónica Hispanoamerica S.A. on April 13, 2025.Reported Earnings • Feb 17Full year 2024 earnings released: S/0.75 loss per share (vs S/0.16 loss in FY 2023)Full year 2024 results: S/0.75 loss per share (further deteriorated from S/0.16 loss in FY 2023). Revenue: S/6.02b (down 7.0% from FY 2023). Net loss: S/3.39b (loss widened 453% from FY 2023). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.New Risk • Nov 04New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 21% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-S/1.1b free cash flow). Negative equity (-S/732m). Earnings have declined by 9.9% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (21% increase in shares outstanding).Reported Earnings • Oct 31Third quarter 2024 earnings released: S/0.45 loss per share (vs S/0.051 loss in 3Q 2023)Third quarter 2024 results: S/0.45 loss per share (further deteriorated from S/0.051 loss in 3Q 2023). Revenue: S/1.48b (down 9.8% from 3Q 2023). Net loss: S/1.95b (loss widened S/1.76b from 3Q 2023). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Reported Earnings • Jul 25Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: S/1.53b (down 4.6% from 2Q 2023). Net loss: S/308.1m (loss widened 33% from 2Q 2023).New Risk • Apr 21New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 25% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-S/408m free cash flow). Earnings have declined by 11% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (25% increase in shares outstanding).Reported Earnings • Mar 21Full year 2023 earnings released: S/0.16 loss per share (vs S/0.43 loss in FY 2022)Full year 2023 results: S/0.16 loss per share (improved from S/0.43 loss in FY 2022). Revenue: S/6.48b (down 9.5% from FY 2022). Net loss: S/613.5m (loss narrowed 58% from FY 2022). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.Reported Earnings • Oct 25Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: S/1.64b (down 8.9% from 3Q 2022). Net loss: S/194.3m (loss widened 18% from 3Q 2022).New Risk • Jul 28New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 25% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-S/887m free cash flow). Earnings have declined by 19% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (25% increase in shares outstanding).Reported Earnings • Jul 26Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: S/1.60b (down 10% from 2Q 2022). Net loss: S/231.4m (loss widened 54% from 2Q 2022).공시 • Jul 08KKR Global Infrastructure Investors III L.P. managed by KKR & Co. Inc. (NYSE:KKR) agreed to acquire a 54% stake in Peruvian fiber optic network of Telefonica from from Telefónica del Perú S.A.A. (BVL:TELEFBC1) and Entel Perú S.A.KKR Global Infrastructure Investors III L.P. managed by KKR & Co. Inc. (NYSE:KKR) agreed to acquire a 54% stake in Peruvian fiber optic network from Telefónica del Perú S.A.A. (BVL:TELEFBC1) and Entel Perú S.A. on July 7, 2023. Following this transaction, fiber optic network will be owned 54% by KKR, 36% by Telefónica and 10% by Entel. KKR will establish ON*NET Fibra de Perú as the new name for the platform. The transaction is subject to regulatory approvals, including the approval of the Peruvian antitrust agency (INDECOPI).Reported Earnings • Feb 15Full year 2022 earnings released: S/0.43 loss per share (vs S/0.49 loss in FY 2021)Full year 2022 results: S/0.43 loss per share (improved from S/0.49 loss in FY 2021). Revenue: S/7.16b (up 1.5% from FY 2021). Net loss: S/1.45b (loss narrowed 11% from FY 2021). Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 24% per year.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 2 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Gonzalo Hinojosa Fernandez de Angulo was the last independent director to join the board, commencing their role in 2012. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Oct 21Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: S/1.81b (down 1.7% from 3Q 2021). Net loss: S/164.9m (loss widened 4.7% from 3Q 2021).Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 2 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Gonzalo Hinojosa Fernandez de Angulo was the last independent director to join the board, commencing their role in 2012. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Mar 10Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: S/0.49 loss per share (down from S/0.21 loss in FY 2020). Revenue: S/7.05b (up 7.2% from FY 2020). Net loss: S/1.63b (loss widened 134% from FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Reported Earnings • Oct 31Third quarter 2021 earnings releasedThe company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: S/1.84b (up 12% from 3Q 2020). Net loss: S/157.5m (loss narrowed 6.4% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 8% per year.Reported Earnings • Jul 24Second quarter 2021 earnings releasedThe company reported a soft second quarter result with increased losses and weaker control over costs, although revenues improved. Second quarter 2021 results: Revenue: S/1.73b (up 16% from 2Q 2020). Net loss: S/1.17b (loss widened S/982.7m from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 13% per year.공시 • Jun 06Movilway Peru S.A.C. acquired remaining 40% stake in Red Digital del Perú S.A.C. from Telefónica del Perú S.A.A. (BVL:TELEFBC1) recently.Movilway Peru S.A.C. acquired remaining 40% stake in Red Digital del Perú S.A.C. from Telefónica del Perú S.A.A. (BVL:TELEFBC1) recently.Reported Earnings • Feb 18Full year 2020 earnings released: S/0.21 loss per share (vs S/0.34 loss in FY 2019)The company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2020 results: Revenue: S/6.58b (down 17% from FY 2019). Net loss: S/695.2m (loss narrowed 39% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Dec 12New 90-day low: S/1.08The company is down 18% from its price of S/1.31 on 11 September 2020. The Peruvian market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 2.0% over the same period.Reported Earnings • Oct 23Third quarter earnings releasedOver the last 12 months the company has reported total losses of S/655.0m, with losses narrowing by 44% from the prior year. Total revenue was S/6.78b over the last 12 months, down 16% from the prior year.Is New 90 Day High Low • Oct 16New 90-day low: S/1.28The company is down 15% from its price of S/1.50 on 17 July 2020. The Peruvian market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is flat over the same period.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 과거에 INTPEBC1 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.배당금 증가: INTPEBC1 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.배당 수익률 vs 시장Integratel PerúA 배당 수익률 vs 시장INTPEBC1의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (INTPEBC1)0%시장 하위 25% (PE)4.7%시장 상위 25% (PE)12.8%업계 평균 (Telecom)2.2%분석가 예측 (INTPEBC1) (최대 3년)n/a주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 INTPEBC1 의 배당 수익률을 평가할 수 없습니다.고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 INTPEBC1 의 배당 수익률을 평가할 수 없습니다.주주 대상 이익 배당수익 보장: INTPEBC1 PE 시장에서 주목할만한 배당금을 지급하지 않습니다.주주 현금 배당현금 흐름 범위: INTPEBC1 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YPE 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 22:13종가2026/05/21 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 소스Integratel Perú S.A.A.는 0명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
Board Change • May 05Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Director Jose del Rey Osorio was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Mar 06Integratel Perú S.A.A., Annual General Meeting, Mar 31, 2026Integratel Perú S.A.A., Annual General Meeting, Mar 31, 2026, at 08:30 SA Pacific Standard Time. Location: jiron domingo martinez lujan, no 1130 surquillo, lima Peru
New Risk • Feb 25New major risk - Negative shareholders equityThe company has negative equity. Total equity: -S/676m This is considered a major risk. Being in negative equity means that the company's liabilities exceed its assets, meaning it owes more to creditors than it has in owned assets. While this doesn't mean the company is about to collapse, in the long-term, this is unsustainable. The company may have issues meeting financial obligations, is at risk of becoming insolvent and may have difficulty raising capital, especially more debt, if needed. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (21% average weekly change). Negative equity (-S/676m). Earnings have declined by 21% per year over the past 5 years. Shareholders have been substantially diluted in the past year (294% increase in shares outstanding).
Board Change • Feb 03Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Director Jose del Rey Osorio was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Dec 24Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Director Jose del Rey Osorio was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Nov 28Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Director Jose del Rey Osorio was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Apr 16Integra Tec International Inc. acquired 99.30% stake in Telefónica del Perú S.A.A. (BVL:TELEFBC1) from Telefónica Hispanoamerica S.A.Integra Tec International Inc. acquired 99.30% stake in Telefónica del Perú S.A.A. (BVL:TELEFBC1) from Telefónica Hispanoamerica S.A. on April 13, 2025. The purchase and sale price for the shares and the Credit approximately amounts PEN 3.7 million (approximately, €0.900 million) that it has been established considering the situation of Telefónica del Perú and the context of the agreement reached. In addition, as a part of and within the framework of the same transaction, Telefónica Hispam has sold to the buyer the financial credit against Telefónica del Perú from the credit facility agreement dated February 14, 2025 mentioned in the communication of Other Relevant Information. As provided in the agreement, both parties have committed to maintain available the full amount of the undrawn Credit in favor of Telefónica del Perú, with disbursement to be made partly by Telefónica Hispam and partly by Integra. Integra has committed to launch a public tender offer for shares to all minority shareholders of Telefónica del Perú, holding approximately 0.7% of its share capital, in accordance with Peruvian securities market regulations. This transaction is part of the Telefónica Group ’s asset portfolio management policy and is aligned with its strategy of gradually reduce exposure to Hispanoamérica. Integra Tec International Inc. completed the acquisition of 99.30% stake in Telefónica del Perú S.A.A. (BVL:TELEFBC1) from Telefónica Hispanoamerica S.A. on April 13, 2025.
Reported Earnings • Feb 17Full year 2024 earnings released: S/0.75 loss per share (vs S/0.16 loss in FY 2023)Full year 2024 results: S/0.75 loss per share (further deteriorated from S/0.16 loss in FY 2023). Revenue: S/6.02b (down 7.0% from FY 2023). Net loss: S/3.39b (loss widened 453% from FY 2023). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.
New Risk • Nov 04New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 21% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-S/1.1b free cash flow). Negative equity (-S/732m). Earnings have declined by 9.9% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (21% increase in shares outstanding).
Reported Earnings • Oct 31Third quarter 2024 earnings released: S/0.45 loss per share (vs S/0.051 loss in 3Q 2023)Third quarter 2024 results: S/0.45 loss per share (further deteriorated from S/0.051 loss in 3Q 2023). Revenue: S/1.48b (down 9.8% from 3Q 2023). Net loss: S/1.95b (loss widened S/1.76b from 3Q 2023). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Reported Earnings • Jul 25Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: S/1.53b (down 4.6% from 2Q 2023). Net loss: S/308.1m (loss widened 33% from 2Q 2023).
New Risk • Apr 21New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 25% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-S/408m free cash flow). Earnings have declined by 11% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (25% increase in shares outstanding).
Reported Earnings • Mar 21Full year 2023 earnings released: S/0.16 loss per share (vs S/0.43 loss in FY 2022)Full year 2023 results: S/0.16 loss per share (improved from S/0.43 loss in FY 2022). Revenue: S/6.48b (down 9.5% from FY 2022). Net loss: S/613.5m (loss narrowed 58% from FY 2022). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Oct 25Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: S/1.64b (down 8.9% from 3Q 2022). Net loss: S/194.3m (loss widened 18% from 3Q 2022).
New Risk • Jul 28New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 25% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-S/887m free cash flow). Earnings have declined by 19% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (25% increase in shares outstanding).
Reported Earnings • Jul 26Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: S/1.60b (down 10% from 2Q 2022). Net loss: S/231.4m (loss widened 54% from 2Q 2022).
공시 • Jul 08KKR Global Infrastructure Investors III L.P. managed by KKR & Co. Inc. (NYSE:KKR) agreed to acquire a 54% stake in Peruvian fiber optic network of Telefonica from from Telefónica del Perú S.A.A. (BVL:TELEFBC1) and Entel Perú S.A.KKR Global Infrastructure Investors III L.P. managed by KKR & Co. Inc. (NYSE:KKR) agreed to acquire a 54% stake in Peruvian fiber optic network from Telefónica del Perú S.A.A. (BVL:TELEFBC1) and Entel Perú S.A. on July 7, 2023. Following this transaction, fiber optic network will be owned 54% by KKR, 36% by Telefónica and 10% by Entel. KKR will establish ON*NET Fibra de Perú as the new name for the platform. The transaction is subject to regulatory approvals, including the approval of the Peruvian antitrust agency (INDECOPI).
Reported Earnings • Feb 15Full year 2022 earnings released: S/0.43 loss per share (vs S/0.49 loss in FY 2021)Full year 2022 results: S/0.43 loss per share (improved from S/0.49 loss in FY 2021). Revenue: S/7.16b (up 1.5% from FY 2021). Net loss: S/1.45b (loss narrowed 11% from FY 2021). Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 24% per year.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 2 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Gonzalo Hinojosa Fernandez de Angulo was the last independent director to join the board, commencing their role in 2012. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Oct 21Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: S/1.81b (down 1.7% from 3Q 2021). Net loss: S/164.9m (loss widened 4.7% from 3Q 2021).
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 2 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Gonzalo Hinojosa Fernandez de Angulo was the last independent director to join the board, commencing their role in 2012. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Mar 10Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: S/0.49 loss per share (down from S/0.21 loss in FY 2020). Revenue: S/7.05b (up 7.2% from FY 2020). Net loss: S/1.63b (loss widened 134% from FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Reported Earnings • Oct 31Third quarter 2021 earnings releasedThe company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: S/1.84b (up 12% from 3Q 2020). Net loss: S/157.5m (loss narrowed 6.4% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 8% per year.
Reported Earnings • Jul 24Second quarter 2021 earnings releasedThe company reported a soft second quarter result with increased losses and weaker control over costs, although revenues improved. Second quarter 2021 results: Revenue: S/1.73b (up 16% from 2Q 2020). Net loss: S/1.17b (loss widened S/982.7m from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 13% per year.
공시 • Jun 06Movilway Peru S.A.C. acquired remaining 40% stake in Red Digital del Perú S.A.C. from Telefónica del Perú S.A.A. (BVL:TELEFBC1) recently.Movilway Peru S.A.C. acquired remaining 40% stake in Red Digital del Perú S.A.C. from Telefónica del Perú S.A.A. (BVL:TELEFBC1) recently.
Reported Earnings • Feb 18Full year 2020 earnings released: S/0.21 loss per share (vs S/0.34 loss in FY 2019)The company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2020 results: Revenue: S/6.58b (down 17% from FY 2019). Net loss: S/695.2m (loss narrowed 39% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Dec 12New 90-day low: S/1.08The company is down 18% from its price of S/1.31 on 11 September 2020. The Peruvian market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 2.0% over the same period.
Reported Earnings • Oct 23Third quarter earnings releasedOver the last 12 months the company has reported total losses of S/655.0m, with losses narrowing by 44% from the prior year. Total revenue was S/6.78b over the last 12 months, down 16% from the prior year.
Is New 90 Day High Low • Oct 16New 90-day low: S/1.28The company is down 15% from its price of S/1.50 on 17 July 2020. The Peruvian market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is flat over the same period.