View Financial HealthPakistan Hotels Developers 배당 및 자사주 매입배당 기준 점검 4/6Pakistan Hotels Developers 수익으로 충분히 충당되는 현재 수익률 19.84% 보유한 배당금 지급 회사입니다.핵심 정보19.8%배당 수익률n/a자사주 매입 수익률총 주주 수익률n/a미래 배당 수익률n/a배당 성장률-7.1%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향15%최근 배당 및 자사주 매입 업데이트Declared Dividend • Feb 28Dividend of PK₨3.00 announcedShareholders will receive a dividend of PK₨3.00. Ex-date: 29th February 2024 Payment date: 25th March 2024 Dividend yield will be 1.6%, which is lower than the industry average of 2.1%. Payout Ratios Payout ratio: 52%. Cash payout ratio: 232%.Upcoming Dividend • Oct 12Upcoming dividend of PK₨1.50 per shareEligible shareholders must have bought the stock before 19 October 2022. Payment date: 18 November 2022. Payout ratio is on the higher end at 86%, however this is supported by cash flows. Trailing yield: 4.5%. Lower than top quartile of Pakistani dividend payers (12%). Higher than average of industry peers (1.0%).Upcoming Dividend • Feb 28Inaugural dividend of PK₨1.00 per shareEligible shareholders must have bought the stock before 07 March 2022. Payment date: 31 March 2022. The company is not currently making a profit and is not cash flow positive. The company last paid an ordinary dividend in October 2019. The average dividend yield among industry peers is 1.1%.모든 업데이트 보기Recent updates공시 • Mar 11Pakistan Hotels Developers Limited, Annual General Meeting, Mar 31, 2026Pakistan Hotels Developers Limited, Annual General Meeting, Mar 31, 2026. Location: at ramada plaza karachi, star avenue, terminal -1, jinnah international airport, karachi PakistanReported Earnings • Oct 11Full year 2024 earnings released: EPS: PK₨24.83 (vs PK₨2.45 in FY 2023)Full year 2024 results: EPS: PK₨24.83 (up from PK₨2.45 in FY 2023). Revenue: PK₨728.5m (up 30% from FY 2023). Net income: PK₨446.9m (up PK₨402.7m from FY 2023). Profit margin: 61% (up from 7.9% in FY 2023). The increase in margin was primarily driven by lower expenses. 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 37% per year, which means it is significantly lagging earnings.공시 • Oct 10Pakistan Hotels Developers Limited, Annual General Meeting, Oct 28, 2024Pakistan Hotels Developers Limited, Annual General Meeting, Oct 28, 2024. Location: at zvmg rangoonwala community centre, dhoraji colony, karachi PakistanValuation Update With 7 Day Price Move • Oct 09Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to PK₨45.77, the stock trades at a trailing P/E ratio of 4.8x. Average trailing P/E is 22x in the Hospitality industry in Asia. Total loss to shareholders of 65% over the past three years.Valuation Update With 7 Day Price Move • Sep 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to PK₨50.45, the stock trades at a trailing P/E ratio of 5.3x. Average trailing P/E is 22x in the Hospitality industry in Asia. Total loss to shareholders of 51% over the past three years.Buy Or Sell Opportunity • Aug 16Now 21% overvaluedOver the last 90 days, the stock has fallen 92% to PK₨33.76. The fair value is estimated to be PK₨27.95, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Meanwhile, the company has become profitable.Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improves as stock rises 33%After last week's 33% share price gain to PK₨28.06, the stock trades at a trailing P/E ratio of 2.9x. Average trailing P/E is 21x in the Hospitality industry in Asia. Total loss to shareholders of 72% over the past three years.New Risk • Jul 12New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: PK₨18.2m (US$65.3k) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (30% average weekly change). Market cap is less than US$10m (PK₨18.2m market cap, or US$65.3k). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Revenue is less than US$5m (PK₨696m revenue, or US$2.5m).Buy Or Sell Opportunity • Jul 12Now 93% undervalued after recent price dropOver the last 90 days, the stock has fallen 100% to PK₨1.01. The fair value is estimated to be PK₨15.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Meanwhile, the company has become profitable.Valuation Update With 7 Day Price Move • Jun 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to PK₨502, the stock trades at a trailing P/E ratio of 52.7x. Average trailing P/E is 23x in the Hospitality industry in Asia. Total returns to shareholders of 420% over the past three years.Reported Earnings • May 02Third quarter 2024 earnings released: EPS: PK₨4.74 (vs PK₨0.85 in 3Q 2023)Third quarter 2024 results: EPS: PK₨4.74 (up from PK₨0.85 in 3Q 2023). Revenue: PK₨195.3m (up 37% from 3Q 2023). Net income: PK₨85.4m (up 455% from 3Q 2023). Profit margin: 44% (up from 11% in 3Q 2023). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 69% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 02Second quarter 2024 earnings released: EPS: PK₨3.91 (vs PK₨2.11 in 2Q 2023)Second quarter 2024 results: EPS: PK₨3.91 (up from PK₨2.11 in 2Q 2023). Revenue: PK₨221.0m (up 19% from 2Q 2023). Net income: PK₨70.4m (up 85% from 2Q 2023). Profit margin: 32% (up from 20% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has only increased by 68% per year, which means it is significantly lagging earnings growth.Declared Dividend • Feb 28Dividend of PK₨3.00 announcedShareholders will receive a dividend of PK₨3.00. Ex-date: 29th February 2024 Payment date: 25th March 2024 Dividend yield will be 1.6%, which is lower than the industry average of 2.1%. Payout Ratios Payout ratio: 52%. Cash payout ratio: 232%.공시 • Nov 22Pakistan Hotels Developers Limited Announces Chief Financial Officer ChangesPakistan Hotels Developers Limited has undergone a significant change in its executive team. The company has informed the Pakistan Stock Exchange Limited that Mr. Syed Haseen Anwer, the Chief Financial Officer, has resigned from his position effective November 15, 2023. Subsequently, Mr. M. Taha Ali Khan has been appointed as the new Chief Financial Officer of the company. This transition marks a notable change in the financial leadership of Pakistan Hotels Developers Limited. Mr. Syed Haseen Anwer's resignation brings to a close his tenure with the company, during which he contributed to its financial management and strategy. Mr. M. Taha Ali Khan's appointment as the new Chief Financial Officer is a significant step for the company. His new role will involve overseeing the financial operations and strategy of Pakistan Hotels Developers Limited, ensuring that the company continues to maintain its financial health and sustainability. The change in the CFO position is an important development for stakeholders, including TRE Certificate Holders of the Exchange, as it could influence the company's financial strategies and operations. The appointment of Mr. Khan is expected to bring new perspectives and strategies to the company's financial management.공시 • Nov 21Pakistan Hotels Developers Limited Announces Management ChangesPakistan Hotels Developers Limited has officially announced a change in its executive team. The company has appointed Mr. Masood Anwer as the new Company Secretary, effective from April 15, 2023. This appointment follows the departure of Mr. M. Taha Ali Khan from the position. The announcement, conveyed to the Pakistan Stock Exchange Limited, marks a significant transition in the company's administrative leadership. Mr. Masood Anwer's appointment is expected to bring fresh perspectives and leadership skills to the role, contributing to the company's strategic and operational objectives. The change in the company secretary position is a notable development for stakeholders, as the company secretary plays a crucial role in ensuring regulatory compliance and effective governance within a publicly listed company. The role often involves overseeing legal and regulatory matters, communication with shareholders, and ensuring that the board's decisions are implemented.Reported Earnings • Oct 12Full year 2023 earnings released: EPS: PK₨2.45 (vs PK₨2.66 in FY 2022)Full year 2023 results: EPS: PK₨2.45 (down from PK₨2.66 in FY 2022). Revenue: PK₨559.0m (up 20% from FY 2022). Net income: PK₨44.1m (down 7.7% from FY 2022). Profit margin: 7.9% (down from 10% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 65% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 03Third quarter 2023 earnings released: EPS: PK₨0.85 (vs PK₨1.94 in 3Q 2022)Third quarter 2023 results: EPS: PK₨0.85 (down from PK₨1.94 in 3Q 2022). Revenue: PK₨142.6m (down 6.0% from 3Q 2022). Net income: PK₨15.4m (down 56% from 3Q 2022). Profit margin: 11% (down from 23% in 3Q 2022). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Board Change • May 03Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Director Qazi Saeed was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 25Second quarter 2023 earnings released: EPS: PK₨2.11 (vs PK₨2.95 in 2Q 2022)Second quarter 2023 results: EPS: PK₨2.11 (down from PK₨2.95 in 2Q 2022). Revenue: PK₨186.4m (up 5.3% from 2Q 2022). Net income: PK₨38.0m (down 28% from 2Q 2022). Profit margin: 20% (down from 30% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Director Qazi Saeed was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 29First quarter 2023 earnings released: PK₨0.44 loss per share (vs PK₨0.79 loss in 1Q 2022)First quarter 2023 results: PK₨0.44 loss per share (improved from PK₨0.79 loss in 1Q 2022). Revenue: PK₨117.5m (up 97% from 1Q 2022). Net loss: PK₨7.92m (loss narrowed 45% from 1Q 2022). Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.Upcoming Dividend • Oct 12Upcoming dividend of PK₨1.50 per shareEligible shareholders must have bought the stock before 19 October 2022. Payment date: 18 November 2022. Payout ratio is on the higher end at 86%, however this is supported by cash flows. Trailing yield: 4.5%. Lower than top quartile of Pakistani dividend payers (12%). Higher than average of industry peers (1.0%).Valuation Update With 7 Day Price Move • Sep 01Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to PK₨94.87, the stock trades at a trailing P/E ratio of 32.5x. Average trailing P/E is 26x in the Hospitality industry in Asia. Total loss to shareholders of 47% over the past three years.Valuation Update With 7 Day Price Move • Aug 18Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to PK₨126, the stock trades at a trailing P/E ratio of 43.2x. Average trailing P/E is 26x in the Hospitality industry in Asia. Total loss to shareholders of 31% over the past three years.Valuation Update With 7 Day Price Move • May 31Investor sentiment improved over the past weekAfter last week's 15% share price gain to PK₨127, the stock trades at a trailing P/E ratio of 43.6x. Average trailing P/E is 28x in the Hospitality industry in Asia. Total loss to shareholders of 4.5% over the past three years.Reported Earnings • May 02Third quarter 2022 earnings released: EPS: PK₨1.94 (vs PK₨0.40 loss in 3Q 2021)Third quarter 2022 results: EPS: PK₨1.94 (up from PK₨0.40 loss in 3Q 2021). Revenue: PK₨151.7m (up 97% from 3Q 2021). Net income: PK₨35.0m (up PK₨42.1m from 3Q 2021). Profit margin: 23% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Board Change • Apr 28Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Jawed Ahmed was the last independent director to join the board, commencing their role in 2018. 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 02Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: PK₨2.95 (up from PK₨0.40 in 2Q 2021). Revenue: PK₨177.1m (up 104% from 2Q 2021). Net income: PK₨53.1m (up PK₨45.9m from 2Q 2021). Profit margin: 30% (up from 8.3% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Feb 28Inaugural dividend of PK₨1.00 per shareEligible shareholders must have bought the stock before 07 March 2022. Payment date: 31 March 2022. The company is not currently making a profit and is not cash flow positive. The company last paid an ordinary dividend in October 2019. The average dividend yield among industry peers is 1.1%.Reported Earnings • Oct 30First quarter 2022 earnings released: PK₨0.79 loss per share (vs PK₨1.44 loss in 1Q 2021)First quarter 2022 results: Net loss: PK₨14.3m (loss narrowed 45% from 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 125 percentage points per year, which is a significant difference in performance.Reported Earnings • Sep 28Full year 2021 earnings released: PK₨2.62 loss per share (vs PK₨0.025 profit in FY 2020)Full year 2021 results: Net loss: PK₨47.2m (down PK₨47.6m from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.Reported Earnings • Sep 28Full year 2021 earnings released: PK₨2.62 loss per share (vs PK₨0.025 profit in FY 2020)Full year 2021 results: Net loss: PK₨47.2m (down PK₨47.6m from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.Reported Earnings • May 03Third quarter 2021 earnings released: PK₨0.40 loss per share (vs PK₨0.06 loss in 3Q 2020)Third quarter 2021 results: Net loss: PK₨7.13m (loss widened PK₨6.03m from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Mar 10New 90-day low: PK₨93.76The company is down 1.0% from its price of PK₨95.00 on 10 December 2020. The Pakistani market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 9.0% over the same period.Reported Earnings • Feb 28Second quarter 2021 earnings released: EPS PK₨0.40 (vs PK₨2.03 in 2Q 2020)Second quarter 2021 results: Net income: PK₨7.20m (down 80% from 2Q 2020). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Dec 23New 90-day high: PK₨117The company is up 14% from its price of PK₨103 on 23 September 2020. The Pakistani market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 8.0% over the same period.Is New 90 Day High Low • Dec 03New 90-day low: PK₨88.00The company is down 22% from its price of PK₨114 on 04 September 2020. The Pakistani market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 6.0% over the same period.Reported Earnings • Oct 29First quarter earnings releasedOver the last 12 months the company has reported total losses of PK₨14.2m, with earnings decreasing by PK₨34.7m from the prior year.Reported Earnings • Oct 07Full year earnings released - EPS PK₨0.02Over the last 12 months the company has reported total profits of PK₨442.0k, down 98% from the prior year. Total revenue was PK₨326.7m over the last 12 months, down 32% from the prior year. Profit margins were 0.1%, which is lower than the 5.8% margin from last year. The decrease in margin was driven by lower revenue.공시 • Oct 07+ 1 more updatePakistan Hotels Developers Limited Appoints Mr. Taha Ali Khan as Company SecretaryPakistan Hotels Developers Limited informed Pakistan Stock Exchange that Mr. Taha Ali Khan has been appointed as Company Secretary with effect from September 30, 2020 in place of Mr. Fahad Iqbal Khan.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: PHDL 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.배당금 증가: PHDL 의 배당금 지급은 지난 10 년 동안 증가했습니다.배당 수익률 vs 시장Pakistan Hotels Developers 배당 수익률 vs 시장PHDL의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (PHDL)19.8%시장 하위 25% (PK)2.1%시장 상위 25% (PK)7.2%업계 평균 (Hospitality)2.7%분석가 예측 (PHDL) (최대 3년)n/a주목할만한 배당금: PHDL 의 배당금( 19.84% )은 PK 시장에서 배당금 지급자의 하위 25%( 2.1% )보다 높습니다.고배당: PHDL 의 배당금( 19.84% )은 PK 시장( 7.25% )주주 대상 이익 배당수익 보장: 낮은 배당금 지급 비율 (14.7%)로 인해 PHDL의 배당금 지급은 수익으로 충분히 충당됩니다.주주 현금 배당현금 흐름 범위: PHDL 배당금을 지급하고 있지만 회사에는 잉여현금흐름이 없습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YPK 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2025/04/19 03:18종가2025/01/20 00:00수익2024/12/31연간 수익2024/06/30데이터 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 소스Pakistan Hotels Developers Limited는 0명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
Declared Dividend • Feb 28Dividend of PK₨3.00 announcedShareholders will receive a dividend of PK₨3.00. Ex-date: 29th February 2024 Payment date: 25th March 2024 Dividend yield will be 1.6%, which is lower than the industry average of 2.1%. Payout Ratios Payout ratio: 52%. Cash payout ratio: 232%.
Upcoming Dividend • Oct 12Upcoming dividend of PK₨1.50 per shareEligible shareholders must have bought the stock before 19 October 2022. Payment date: 18 November 2022. Payout ratio is on the higher end at 86%, however this is supported by cash flows. Trailing yield: 4.5%. Lower than top quartile of Pakistani dividend payers (12%). Higher than average of industry peers (1.0%).
Upcoming Dividend • Feb 28Inaugural dividend of PK₨1.00 per shareEligible shareholders must have bought the stock before 07 March 2022. Payment date: 31 March 2022. The company is not currently making a profit and is not cash flow positive. The company last paid an ordinary dividend in October 2019. The average dividend yield among industry peers is 1.1%.
공시 • Mar 11Pakistan Hotels Developers Limited, Annual General Meeting, Mar 31, 2026Pakistan Hotels Developers Limited, Annual General Meeting, Mar 31, 2026. Location: at ramada plaza karachi, star avenue, terminal -1, jinnah international airport, karachi Pakistan
Reported Earnings • Oct 11Full year 2024 earnings released: EPS: PK₨24.83 (vs PK₨2.45 in FY 2023)Full year 2024 results: EPS: PK₨24.83 (up from PK₨2.45 in FY 2023). Revenue: PK₨728.5m (up 30% from FY 2023). Net income: PK₨446.9m (up PK₨402.7m from FY 2023). Profit margin: 61% (up from 7.9% in FY 2023). The increase in margin was primarily driven by lower expenses. 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 37% per year, which means it is significantly lagging earnings.
공시 • Oct 10Pakistan Hotels Developers Limited, Annual General Meeting, Oct 28, 2024Pakistan Hotels Developers Limited, Annual General Meeting, Oct 28, 2024. Location: at zvmg rangoonwala community centre, dhoraji colony, karachi Pakistan
Valuation Update With 7 Day Price Move • Oct 09Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to PK₨45.77, the stock trades at a trailing P/E ratio of 4.8x. Average trailing P/E is 22x in the Hospitality industry in Asia. Total loss to shareholders of 65% over the past three years.
Valuation Update With 7 Day Price Move • Sep 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to PK₨50.45, the stock trades at a trailing P/E ratio of 5.3x. Average trailing P/E is 22x in the Hospitality industry in Asia. Total loss to shareholders of 51% over the past three years.
Buy Or Sell Opportunity • Aug 16Now 21% overvaluedOver the last 90 days, the stock has fallen 92% to PK₨33.76. The fair value is estimated to be PK₨27.95, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Meanwhile, the company has become profitable.
Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improves as stock rises 33%After last week's 33% share price gain to PK₨28.06, the stock trades at a trailing P/E ratio of 2.9x. Average trailing P/E is 21x in the Hospitality industry in Asia. Total loss to shareholders of 72% over the past three years.
New Risk • Jul 12New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: PK₨18.2m (US$65.3k) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (30% average weekly change). Market cap is less than US$10m (PK₨18.2m market cap, or US$65.3k). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Revenue is less than US$5m (PK₨696m revenue, or US$2.5m).
Buy Or Sell Opportunity • Jul 12Now 93% undervalued after recent price dropOver the last 90 days, the stock has fallen 100% to PK₨1.01. The fair value is estimated to be PK₨15.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Meanwhile, the company has become profitable.
Valuation Update With 7 Day Price Move • Jun 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to PK₨502, the stock trades at a trailing P/E ratio of 52.7x. Average trailing P/E is 23x in the Hospitality industry in Asia. Total returns to shareholders of 420% over the past three years.
Reported Earnings • May 02Third quarter 2024 earnings released: EPS: PK₨4.74 (vs PK₨0.85 in 3Q 2023)Third quarter 2024 results: EPS: PK₨4.74 (up from PK₨0.85 in 3Q 2023). Revenue: PK₨195.3m (up 37% from 3Q 2023). Net income: PK₨85.4m (up 455% from 3Q 2023). Profit margin: 44% (up from 11% in 3Q 2023). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 69% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 02Second quarter 2024 earnings released: EPS: PK₨3.91 (vs PK₨2.11 in 2Q 2023)Second quarter 2024 results: EPS: PK₨3.91 (up from PK₨2.11 in 2Q 2023). Revenue: PK₨221.0m (up 19% from 2Q 2023). Net income: PK₨70.4m (up 85% from 2Q 2023). Profit margin: 32% (up from 20% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has only increased by 68% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Feb 28Dividend of PK₨3.00 announcedShareholders will receive a dividend of PK₨3.00. Ex-date: 29th February 2024 Payment date: 25th March 2024 Dividend yield will be 1.6%, which is lower than the industry average of 2.1%. Payout Ratios Payout ratio: 52%. Cash payout ratio: 232%.
공시 • Nov 22Pakistan Hotels Developers Limited Announces Chief Financial Officer ChangesPakistan Hotels Developers Limited has undergone a significant change in its executive team. The company has informed the Pakistan Stock Exchange Limited that Mr. Syed Haseen Anwer, the Chief Financial Officer, has resigned from his position effective November 15, 2023. Subsequently, Mr. M. Taha Ali Khan has been appointed as the new Chief Financial Officer of the company. This transition marks a notable change in the financial leadership of Pakistan Hotels Developers Limited. Mr. Syed Haseen Anwer's resignation brings to a close his tenure with the company, during which he contributed to its financial management and strategy. Mr. M. Taha Ali Khan's appointment as the new Chief Financial Officer is a significant step for the company. His new role will involve overseeing the financial operations and strategy of Pakistan Hotels Developers Limited, ensuring that the company continues to maintain its financial health and sustainability. The change in the CFO position is an important development for stakeholders, including TRE Certificate Holders of the Exchange, as it could influence the company's financial strategies and operations. The appointment of Mr. Khan is expected to bring new perspectives and strategies to the company's financial management.
공시 • Nov 21Pakistan Hotels Developers Limited Announces Management ChangesPakistan Hotels Developers Limited has officially announced a change in its executive team. The company has appointed Mr. Masood Anwer as the new Company Secretary, effective from April 15, 2023. This appointment follows the departure of Mr. M. Taha Ali Khan from the position. The announcement, conveyed to the Pakistan Stock Exchange Limited, marks a significant transition in the company's administrative leadership. Mr. Masood Anwer's appointment is expected to bring fresh perspectives and leadership skills to the role, contributing to the company's strategic and operational objectives. The change in the company secretary position is a notable development for stakeholders, as the company secretary plays a crucial role in ensuring regulatory compliance and effective governance within a publicly listed company. The role often involves overseeing legal and regulatory matters, communication with shareholders, and ensuring that the board's decisions are implemented.
Reported Earnings • Oct 12Full year 2023 earnings released: EPS: PK₨2.45 (vs PK₨2.66 in FY 2022)Full year 2023 results: EPS: PK₨2.45 (down from PK₨2.66 in FY 2022). Revenue: PK₨559.0m (up 20% from FY 2022). Net income: PK₨44.1m (down 7.7% from FY 2022). Profit margin: 7.9% (down from 10% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 65% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 03Third quarter 2023 earnings released: EPS: PK₨0.85 (vs PK₨1.94 in 3Q 2022)Third quarter 2023 results: EPS: PK₨0.85 (down from PK₨1.94 in 3Q 2022). Revenue: PK₨142.6m (down 6.0% from 3Q 2022). Net income: PK₨15.4m (down 56% from 3Q 2022). Profit margin: 11% (down from 23% in 3Q 2022). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Board Change • May 03Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Director Qazi Saeed was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 25Second quarter 2023 earnings released: EPS: PK₨2.11 (vs PK₨2.95 in 2Q 2022)Second quarter 2023 results: EPS: PK₨2.11 (down from PK₨2.95 in 2Q 2022). Revenue: PK₨186.4m (up 5.3% from 2Q 2022). Net income: PK₨38.0m (down 28% from 2Q 2022). Profit margin: 20% (down from 30% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Director Qazi Saeed was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 29First quarter 2023 earnings released: PK₨0.44 loss per share (vs PK₨0.79 loss in 1Q 2022)First quarter 2023 results: PK₨0.44 loss per share (improved from PK₨0.79 loss in 1Q 2022). Revenue: PK₨117.5m (up 97% from 1Q 2022). Net loss: PK₨7.92m (loss narrowed 45% from 1Q 2022). Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Oct 12Upcoming dividend of PK₨1.50 per shareEligible shareholders must have bought the stock before 19 October 2022. Payment date: 18 November 2022. Payout ratio is on the higher end at 86%, however this is supported by cash flows. Trailing yield: 4.5%. Lower than top quartile of Pakistani dividend payers (12%). Higher than average of industry peers (1.0%).
Valuation Update With 7 Day Price Move • Sep 01Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to PK₨94.87, the stock trades at a trailing P/E ratio of 32.5x. Average trailing P/E is 26x in the Hospitality industry in Asia. Total loss to shareholders of 47% over the past three years.
Valuation Update With 7 Day Price Move • Aug 18Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to PK₨126, the stock trades at a trailing P/E ratio of 43.2x. Average trailing P/E is 26x in the Hospitality industry in Asia. Total loss to shareholders of 31% over the past three years.
Valuation Update With 7 Day Price Move • May 31Investor sentiment improved over the past weekAfter last week's 15% share price gain to PK₨127, the stock trades at a trailing P/E ratio of 43.6x. Average trailing P/E is 28x in the Hospitality industry in Asia. Total loss to shareholders of 4.5% over the past three years.
Reported Earnings • May 02Third quarter 2022 earnings released: EPS: PK₨1.94 (vs PK₨0.40 loss in 3Q 2021)Third quarter 2022 results: EPS: PK₨1.94 (up from PK₨0.40 loss in 3Q 2021). Revenue: PK₨151.7m (up 97% from 3Q 2021). Net income: PK₨35.0m (up PK₨42.1m from 3Q 2021). Profit margin: 23% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Board Change • Apr 28Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Jawed Ahmed was the last independent director to join the board, commencing their role in 2018. 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 02Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: PK₨2.95 (up from PK₨0.40 in 2Q 2021). Revenue: PK₨177.1m (up 104% from 2Q 2021). Net income: PK₨53.1m (up PK₨45.9m from 2Q 2021). Profit margin: 30% (up from 8.3% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Feb 28Inaugural dividend of PK₨1.00 per shareEligible shareholders must have bought the stock before 07 March 2022. Payment date: 31 March 2022. The company is not currently making a profit and is not cash flow positive. The company last paid an ordinary dividend in October 2019. The average dividend yield among industry peers is 1.1%.
Reported Earnings • Oct 30First quarter 2022 earnings released: PK₨0.79 loss per share (vs PK₨1.44 loss in 1Q 2021)First quarter 2022 results: Net loss: PK₨14.3m (loss narrowed 45% from 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 125 percentage points per year, which is a significant difference in performance.
Reported Earnings • Sep 28Full year 2021 earnings released: PK₨2.62 loss per share (vs PK₨0.025 profit in FY 2020)Full year 2021 results: Net loss: PK₨47.2m (down PK₨47.6m from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.
Reported Earnings • Sep 28Full year 2021 earnings released: PK₨2.62 loss per share (vs PK₨0.025 profit in FY 2020)Full year 2021 results: Net loss: PK₨47.2m (down PK₨47.6m from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 03Third quarter 2021 earnings released: PK₨0.40 loss per share (vs PK₨0.06 loss in 3Q 2020)Third quarter 2021 results: Net loss: PK₨7.13m (loss widened PK₨6.03m from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Mar 10New 90-day low: PK₨93.76The company is down 1.0% from its price of PK₨95.00 on 10 December 2020. The Pakistani market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 9.0% over the same period.
Reported Earnings • Feb 28Second quarter 2021 earnings released: EPS PK₨0.40 (vs PK₨2.03 in 2Q 2020)Second quarter 2021 results: Net income: PK₨7.20m (down 80% from 2Q 2020). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Dec 23New 90-day high: PK₨117The company is up 14% from its price of PK₨103 on 23 September 2020. The Pakistani market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 8.0% over the same period.
Is New 90 Day High Low • Dec 03New 90-day low: PK₨88.00The company is down 22% from its price of PK₨114 on 04 September 2020. The Pakistani market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 6.0% over the same period.
Reported Earnings • Oct 29First quarter earnings releasedOver the last 12 months the company has reported total losses of PK₨14.2m, with earnings decreasing by PK₨34.7m from the prior year.
Reported Earnings • Oct 07Full year earnings released - EPS PK₨0.02Over the last 12 months the company has reported total profits of PK₨442.0k, down 98% from the prior year. Total revenue was PK₨326.7m over the last 12 months, down 32% from the prior year. Profit margins were 0.1%, which is lower than the 5.8% margin from last year. The decrease in margin was driven by lower revenue.
공시 • Oct 07+ 1 more updatePakistan Hotels Developers Limited Appoints Mr. Taha Ali Khan as Company SecretaryPakistan Hotels Developers Limited informed Pakistan Stock Exchange that Mr. Taha Ali Khan has been appointed as Company Secretary with effect from September 30, 2020 in place of Mr. Fahad Iqbal Khan.