View Financial HealthSelena FM 배당 및 자사주 매입배당 기준 점검 4/6Selena FM 수익으로 충분히 충당되는 현재 수익률 4.75% 보유한 배당금 지급 회사입니다. 다음 지급일은 30th June, 2026 이며 배당락일은 다음과 같습니다. 8th June, 2026.핵심 정보4.8%배당 수익률n/a자사주 매입 수익률총 주주 수익률n/a미래 배당 수익률n/a배당 성장률23.5%다음 배당 지급일30 Jun 26배당락일08 Jun 26주당 배당금n/a배당 성향49%최근 배당 및 자사주 매입 업데이트Upcoming Dividend • Jun 01Upcoming dividend of zł2.50 per shareEligible shareholders must have bought the stock before 08 June 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 5.0%. Lower than top quartile of Polish dividend payers (7.1%). Higher than average of industry peers (3.3%).Declared Dividend • May 03Dividend of zł2.50 announcedDividend of zł2.50 is the same as last year. Ex-date: 8th June 2026 Payment date: 30th June 2026 Dividend yield will be 4.9%, which is lower than the industry average of 12%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 24% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 11% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공시 • May 02Selena FM S.A. announces Annual dividend, payable on June 30, 2026Selena FM S.A. announced Annual dividend of PLN 2.5000 per share payable on June 30, 2026, ex-date on June 08, 2026 and record date on June 09, 2026.Upcoming Dividend • Jun 02Upcoming dividend of zł2.50 per shareEligible shareholders must have bought the stock before 09 June 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of Polish dividend payers (6.7%). Higher than average of industry peers (2.6%).분석 기사 • Apr 28Selena FM (WSE:SEL) Has Announced That It Will Be Increasing Its Dividend To PLN2.50Selena FM S.A.'s ( WSE:SEL ) periodic dividend will be increasing on the 30th of June to PLN2.50, with investors...Declared Dividend • Apr 28Dividend increased to zł2.50Dividend of zł2.50 is 67% higher than last year. Ex-date: 9th June 2025 Payment date: 30th June 2025 Dividend yield will be 6.7%, which is lower than the industry average of 12%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (29% 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. Earnings per share has grown by 18% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.모든 업데이트 보기Recent updatesReported Earnings • Jun 02First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: zł407.7m (up 2.4% from 1Q 2025). Net income: zł21.9m (up 12% from 1Q 2025). Profit margin: 5.4% (up from 4.9% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 2 years, compared to a 2.7% growth forecast for the Chemicals industry in Europe.Upcoming Dividend • Jun 01Upcoming dividend of zł2.50 per shareEligible shareholders must have bought the stock before 08 June 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 5.0%. Lower than top quartile of Polish dividend payers (7.1%). Higher than average of industry peers (3.3%).Declared Dividend • May 03Dividend of zł2.50 announcedDividend of zł2.50 is the same as last year. Ex-date: 8th June 2026 Payment date: 30th June 2026 Dividend yield will be 4.9%, which is lower than the industry average of 12%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 24% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 11% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공시 • May 02Selena FM S.A. announces Annual dividend, payable on June 30, 2026Selena FM S.A. announced Annual dividend of PLN 2.5000 per share payable on June 30, 2026, ex-date on June 08, 2026 and record date on June 09, 2026.Buy Or Sell Opportunity • Jan 29Now 22% undervaluedOver the last 90 days, the stock has risen 46% to zł56.40. The fair value is estimated to be zł72.06, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.7% over the last 3 years, while earnings per share has been flat.Buy Or Sell Opportunity • Jan 14Now 22% undervaluedOver the last 90 days, the stock has risen 46% to zł56.00. The fair value is estimated to be zł72.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.7% over the last 3 years, while earnings per share has been flat.Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 15%After last week's 15% share price gain to zł52.60, the stock trades at a trailing P/E ratio of 10.3x. Average trailing P/E is 10x in the Chemicals industry in Poland. Total returns to shareholders of 162% over the past three years.분석 기사 • Dec 18Selena FM S.A.'s (WSE:SEL) Shares Climb 31% But Its Business Is Yet to Catch UpSelena FM S.A. ( WSE:SEL ) shareholders have had their patience rewarded with a 31% share price jump in the last month...공시 • Dec 10Selena FM S.A. (WSE:SEL) agreed to acquire Acdis France on December 8, 2025.Selena FM S.A. (WSE:SEL) entered into an agreement to acquire Acdis France on December 8, 2025. The expected completion of the transaction is January 31, 2026.Reported Earnings • Dec 02Third quarter 2025 earnings released: EPS: zł2.33 (vs zł1.15 in 3Q 2024)Third quarter 2025 results: EPS: zł2.33 (up from zł1.15 in 3Q 2024). Revenue: zł501.2m (up 3.8% from 3Q 2024). Net income: zł50.3m (up 102% from 3Q 2024). Profit margin: 10.0% (up from 5.2% in 3Q 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Oct 13Now 21% undervaluedOver the last 90 days, the stock has risen 5.3% to zł37.90. The fair value is estimated to be zł47.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.5% over the last 3 years. Earnings per share has declined by 11%.Buy Or Sell Opportunity • Sep 24Now 21% undervaluedOver the last 90 days, the stock has risen 3.3% to zł38.00. The fair value is estimated to be zł47.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.5% over the last 3 years. Earnings per share has declined by 11%.Reported Earnings • Sep 17Second quarter 2025 earnings released: EPS: zł1.09 (vs zł1.10 in 2Q 2024)Second quarter 2025 results: EPS: zł1.09 (down from zł1.10 in 2Q 2024). Revenue: zł459.6m (down 3.1% from 2Q 2024). Net income: zł23.7m (down 5.7% from 2Q 2024). Profit margin: 5.1% (down from 5.3% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.공시 • Aug 21Selena FM S.A. to Report First Half, 2025 Results on Sep 16, 2025Selena FM S.A. announced that they will report first half, 2025 results on Sep 16, 2025Buy Or Sell Opportunity • Aug 20Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.8% to zł34.10. The fair value is estimated to be zł42.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Earnings per share has declined by 15%.Buy Or Sell Opportunity • Aug 05Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.3% to zł34.10. The fair value is estimated to be zł43.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Earnings per share has declined by 15%.공시 • Jul 04Selena FM Seeks to Acquire Two Manufacturers of Bituminous MembranesSelena FM S.A. (WSE:SEL) is to soon acquire two manufacturers of bituminous membranes - the listed Izolacja Jarocin Spolka Akcyjna (WSE:IZO) and Przedsiebiorstwo Handlowo-Produkcyjne TES. However, in the current market situation, which is characterised by high volatility and macroeconomic uncertainty, Selena FM management is leaning more towards growth through acquisitions.Upcoming Dividend • Jun 02Upcoming dividend of zł2.50 per shareEligible shareholders must have bought the stock before 09 June 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of Polish dividend payers (6.7%). Higher than average of industry peers (2.6%).Reported Earnings • May 29First quarter 2025 earnings released: EPS: zł0.90 (vs zł0.84 in 1Q 2024)First quarter 2025 results: EPS: zł0.90 (up from zł0.84 in 1Q 2024). Revenue: zł398.1m (flat on 1Q 2024). Net income: zł19.6m (up 2.5% from 1Q 2024). Profit margin: 4.9% (up from 4.8% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.공시 • Apr 28Selena FM S.A., Annual General Meeting, May 27, 2025Selena FM S.A., Annual General Meeting, May 27, 2025.분석 기사 • Apr 28Selena FM (WSE:SEL) Has Announced That It Will Be Increasing Its Dividend To PLN2.50Selena FM S.A.'s ( WSE:SEL ) periodic dividend will be increasing on the 30th of June to PLN2.50, with investors...Declared Dividend • Apr 28Dividend increased to zł2.50Dividend of zł2.50 is 67% higher than last year. Ex-date: 9th June 2025 Payment date: 30th June 2025 Dividend yield will be 6.7%, which is lower than the industry average of 12%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (29% 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. Earnings per share has grown by 18% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공시 • Apr 27Selena FM S.A. announces Annual dividend, payable on June 30, 2025Selena FM S.A. announced Annual dividend of PLN 2.5000 per share payable on June 30, 2025, ex-date on June 09, 2025 and record date on June 10, 2025.Reported Earnings • Apr 20Full year 2024 earnings released: EPS: zł3.97 (vs zł2.19 in FY 2023)Full year 2024 results: EPS: zł3.97 (up from zł2.19 in FY 2023). Revenue: zł1.78b (flat on FY 2023). Net income: zł85.9m (up 71% from FY 2023). Profit margin: 4.8% (up from 2.8% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.분석 기사 • Nov 30Some Investors May Be Willing To Look Past Selena FM's (WSE:SEL) Soft EarningsInvestors were disappointed with the weak earnings posted by Selena FM S.A. ( WSE:SEL ). However, our analysis suggests...Reported Earnings • Nov 24Third quarter 2024 earnings released: EPS: zł1.15 (vs zł2.40 in 3Q 2023)Third quarter 2024 results: EPS: zł1.15 (down from zł2.40 in 3Q 2023). Revenue: zł483.0m (down 1.7% from 3Q 2023). Net income: zł24.9m (down 55% from 3Q 2023). Profit margin: 5.2% (down from 11% in 3Q 2023). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Reported Earnings • Sep 13Second quarter 2024 earnings released: EPS: zł1.10 (vs zł0.52 in 2Q 2023)Second quarter 2024 results: EPS: zł1.10 (up from zł0.52 in 2Q 2023). Revenue: zł474.2m (up 4.8% from 2Q 2023). Net income: zł25.1m (up 111% from 2Q 2023). Profit margin: 5.3% (up from 2.6% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.Reported Earnings • May 30First quarter 2024 earnings released: EPS: zł0.84 (vs zł0.22 loss in 1Q 2023)First quarter 2024 results: EPS: zł0.84 (up from zł0.22 loss in 1Q 2023). Revenue: zł400.3m (down 2.9% from 1Q 2023). Net income: zł19.1m (up zł24.1m from 1Q 2023). Profit margin: 4.8% (up from net loss in 1Q 2023). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Upcoming Dividend • May 29Upcoming dividend of zł1.50 per shareEligible shareholders must have bought the stock before 05 June 2024. Payment date: 30 June 2024. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 4.1%. Lower than top quartile of Polish dividend payers (7.6%). Lower than average of industry peers (12%).공시 • Apr 28Selena FM S.A., Annual General Meeting, May 23, 2024Selena FM S.A., Annual General Meeting, May 23, 2024, at 09:00 Central European Standard Time.분석 기사 • Apr 24We Think You Can Look Beyond Selena FM's (WSE:SEL) Lackluster EarningsThe most recent earnings report from Selena FM S.A. ( WSE:SEL ) was disappointing for shareholders. However, our...Reported Earnings • Apr 18Full year 2023 earnings released: EPS: zł0.69 (vs zł4.91 in FY 2022)Full year 2023 results: EPS: zł0.69 (down from zł4.91 in FY 2022). Revenue: zł930.2m (down 53% from FY 2022). Net income: zł15.8m (down 86% from FY 2022). Profit margin: 1.7% (down from 5.7% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.공시 • Feb 02+ 3 more updatesSelena FM S.A. to Report Q1, 2024 Results on May 29, 2024Selena FM S.A. announced that they will report Q1, 2024 results on May 29, 2024Reported Earnings • Nov 22Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł491.6m (down 14% from 3Q 2022). Net income: zł54.9m (up 18% from 3Q 2022). Profit margin: 11% (up from 8.2% in 3Q 2022). The increase in margin was driven by lower expenses.Reported Earnings • Sep 18Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł452.5m (down 9.3% from 2Q 2022). Net income: zł11.9m (down 49% from 2Q 2022). Profit margin: 2.6% (down from 4.7% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 24% per year.공시 • Sep 02Selena FM S.A. (WSE:SEL) completed the acquisition of 90.1% stake in Imperalum - Sociedade Comercial De Revestimentos E ImpermeabilizaCOes, S.A. from REGRATÓPICO - SGPS, S.A.Selena FM S.A. (WSE:SEL) signed a conditional agreement to acquire 90.1% stake in Imperalum - Sociedade Comercial De Revestimentos E ImpermeabilizaCOes, S.A. from REGRATÓPICO - SGPS, S.A. for €13.5 million on July 26, 2023. The final purchase price will be determined as at the closing date of the transaction by adjusting EV by the value of net debt and by differences in working capital as at that date based on the settlement mechanism provided for in the conditional agreement. The deal is conditional on the approval of the Portuguese anti-trust authority. As on August 31, 2023 The Portuguese anti-trust authority approved the transaction.Selena FM S.A. (WSE:SEL) completed the acquisition of 90.1% stake in Imperalum - Sociedade Comercial De Revestimentos E ImpermeabilizaCOes, S.A. from REGRATÓPICO - SGPS, S.A. on August 31, 2023.Valuation Update With 7 Day Price Move • Aug 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł27.20, the stock trades at a trailing P/E ratio of 7.2x. Average trailing P/E is 12x in the Chemicals industry in Poland. Total returns to shareholders of 106% over the past three years.분석 기사 • Aug 04Returns At Selena FM (WSE:SEL) Are On The Way UpIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...Upcoming Dividend • May 30Upcoming dividend of zł1.40 per share at 6.0% yieldEligible shareholders must have bought the stock before 06 June 2023. Payment date: 30 June 2023. Trailing yield: 6.0%. Lower than top quartile of Polish dividend payers (7.3%). Lower than average of industry peers (8.8%).Reported Earnings • May 30First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: zł412.2m (down 2.2% from 1Q 2022). Net loss: zł5.06m (down 120% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.공시 • May 09Selena FM S.A., Annual General Meeting, May 25, 2023Selena FM S.A., Annual General Meeting, May 25, 2023, at 10:00 Central European Standard Time.Reported Earnings • Apr 26Full year 2022 earnings releasedFull year 2022 results: Revenue: zł1.96b (up 14% from FY 2021). Net income: zł112.1m (up 9.2% from FY 2021). Profit margin: 5.7% (down from 5.9% in FY 2021). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł27.20, the stock trades at a trailing P/E ratio of 4.6x. Average trailing P/E is 7x in the Chemicals industry in Poland. Total returns to shareholders of 79% over the past three years.분석 기사 • Feb 07These 4 Measures Indicate That Selena FM (WSE:SEL) Is Using Debt Reasonably WellThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...공시 • Jan 19+ 3 more updatesSelena FM S.A. to Report First Half, 2023 Results on Sep 15, 2023Selena FM S.A. announced that they will report first half, 2023 results on Sep 15, 2023Reported Earnings • Nov 20Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: zł569.0m (up 15% from 3Q 2021). Net income: zł46.4m (up 46% from 3Q 2021). Profit margin: 8.2% (up from 6.4% in 3Q 2021). The increase in margin was driven by higher revenue.Reported Earnings • Sep 18Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł499.2m (up 14% from 2Q 2021). Net income: zł23.4m (up 7.6% from 2Q 2021). Profit margin: 4.7% (down from 5.0% in 2Q 2021). The decrease in margin was driven by higher expenses.분석 기사 • Jun 28The Return Trends At Selena FM (WSE:SEL) Look PromisingTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...Reported Earnings • May 03Full year 2021 earnings released: EPS: zł4.50 (vs zł3.34 in FY 2020)Full year 2021 results: EPS: zł4.50 (up from zł3.34 in FY 2020). Revenue: zł1.73b (up 25% from FY 2020). Net income: zł102.7m (up 35% from FY 2020). Profit margin: 5.9% (up from 5.5% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Feb 25Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to zł20.90, the stock trades at a trailing P/E ratio of 6.8x. Average trailing P/E is 9x in the Chemicals industry in Poland. Total returns to shareholders of 102% over the past three years.분석 기사 • Feb 25Here's Why Selena FM (WSE:SEL) Can Manage Its Debt ResponsiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Nov 28Third quarter 2021 earnings: Revenues miss analyst expectationsThird quarter 2021 results: Revenue: zł493.1m (up 14% from 3Q 2020). Net income: zł31.7m (down 28% from 3Q 2020). Profit margin: 6.4% (down from 10% in 3Q 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.3%. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.Reported Earnings • Sep 20Second quarter 2021 earnings released: EPS zł0.95 (vs zł1.14 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: zł438.2m (up 37% from 2Q 2020). Net income: zł21.8m (down 17% from 2Q 2020). Profit margin: 5.0% (down from 8.2% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.분석 기사 • Aug 19Selena FM (WSE:SEL) Is Investing Its Capital With Increasing EfficiencyIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...분석 기사 • May 13Returns on Capital Paint A Bright Future For Selena FM (WSE:SEL)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Reported Earnings • Apr 25Full year 2020 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: zł1.38b (up 4.4% from FY 2019). Net income: zł76.2m (up 93% from FY 2019). Profit margin: 5.5% (up from 3.0% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.분석 기사 • Feb 25Is Selena FM (WSE:SEL) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Is New 90 Day High Low • Jan 27New 90-day high: zł19.30The company is up 29% from its price of zł15.00 on 28 October 2020. The Polish market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 20% over the same period.공시 • Jan 23+ 3 more updatesSelena FM S.A. to Report First Half, 2021 Results on Sep 17, 2021Selena FM S.A. announced that they will report first half, 2021 results on Sep 17, 2021분석 기사 • Jan 22Will The ROCE Trend At Selena FM (WSE:SEL) Continue?There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...Is New 90 Day High Low • Jan 11New 90-day high: zł19.00The company is up 34% from its price of zł14.15 on 13 October 2020. The Polish market is up 20% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 14% over the same period.분석 기사 • Dec 18Selena FM (WSE:SEL) Shareholders Have Enjoyed A 31% Share Price GainGenerally speaking the aim of active stock picking is to find companies that provide returns that are superior to the...Is New 90 Day High Low • Dec 16New 90-day high: zł18.40The company is up 26% from its price of zł14.55 on 17 September 2020. The Polish market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 5.0% over the same period.분석 기사 • Nov 27Does Selena FM S.A. (WSE:SEL) Have A Place In Your Dividend Portfolio?Is Selena FM S.A. (WSE:SEL) a good dividend stock? How can we tell? Dividend paying companies with growing earnings...Is New 90 Day High Low • Nov 17New 90-day high: zł15.90The company is up 23% from its price of zł12.90 on 19 August 2020. The Polish market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is down 10.0% over the same period.Is New 90 Day High Low • Oct 19New 90-day high: zł15.50The company is up 16% from its price of zł13.40 on 21 July 2020. The Polish market is down 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is down 12% over the same period.Reported Earnings • Sep 20First half earnings releasedOver the last 12 months the company has reported total profits of zł50.1m, up 37% from the prior year. Total revenue was zł1.31b over the last 12 months, up 3.7% from the prior year.Is New 90 Day High Low • Sep 18New 90-day high: zł14.55The company is up 18% from its price of zł12.30 on 19 June 2020. The Polish market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is down 8.0% over the same period.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: SEL 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.배당금 증가: SEL 의 배당금 지급은 지난 10 년 동안 증가했습니다.배당 수익률 vs 시장Selena FM 배당 수익률 vs 시장SEL의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (SEL)4.8%시장 하위 25% (PL)2.8%시장 상위 25% (PL)6.9%업계 평균 (Chemicals)3.3%분석가 예측 (SEL) (최대 3년)n/a주목할만한 배당금: SEL 의 배당금( 4.75% )은 Polish 시장에서 배당금 지급자의 하위 25%( 2.77% )보다 높습니다.고배당: SEL 의 배당금( 4.75% )은 Polish 시장에서 배당금 지급자의 상위 25%( 6.94% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 합리적으로 낮은 지불 비율 ( 49% )로 SEL 의 배당금 지급은 수익으로 충분히 충당됩니다.주주 현금 배당현금 흐름 범위: 합리적으로 낮은 현금 지급 비율 ( 31.2% )로 SEL 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YPL 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/07 17:51종가2026/06/05 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 소스Selena FM S.A.는 2명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Jakub SzkopekBiuro maklerskie mBankuAdam MilewiczPKO BP Securities
Upcoming Dividend • Jun 01Upcoming dividend of zł2.50 per shareEligible shareholders must have bought the stock before 08 June 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 5.0%. Lower than top quartile of Polish dividend payers (7.1%). Higher than average of industry peers (3.3%).
Declared Dividend • May 03Dividend of zł2.50 announcedDividend of zł2.50 is the same as last year. Ex-date: 8th June 2026 Payment date: 30th June 2026 Dividend yield will be 4.9%, which is lower than the industry average of 12%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 24% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 11% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공시 • May 02Selena FM S.A. announces Annual dividend, payable on June 30, 2026Selena FM S.A. announced Annual dividend of PLN 2.5000 per share payable on June 30, 2026, ex-date on June 08, 2026 and record date on June 09, 2026.
Upcoming Dividend • Jun 02Upcoming dividend of zł2.50 per shareEligible shareholders must have bought the stock before 09 June 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of Polish dividend payers (6.7%). Higher than average of industry peers (2.6%).
분석 기사 • Apr 28Selena FM (WSE:SEL) Has Announced That It Will Be Increasing Its Dividend To PLN2.50Selena FM S.A.'s ( WSE:SEL ) periodic dividend will be increasing on the 30th of June to PLN2.50, with investors...
Declared Dividend • Apr 28Dividend increased to zł2.50Dividend of zł2.50 is 67% higher than last year. Ex-date: 9th June 2025 Payment date: 30th June 2025 Dividend yield will be 6.7%, which is lower than the industry average of 12%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (29% 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. Earnings per share has grown by 18% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 02First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: zł407.7m (up 2.4% from 1Q 2025). Net income: zł21.9m (up 12% from 1Q 2025). Profit margin: 5.4% (up from 4.9% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 2 years, compared to a 2.7% growth forecast for the Chemicals industry in Europe.
Upcoming Dividend • Jun 01Upcoming dividend of zł2.50 per shareEligible shareholders must have bought the stock before 08 June 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 5.0%. Lower than top quartile of Polish dividend payers (7.1%). Higher than average of industry peers (3.3%).
Declared Dividend • May 03Dividend of zł2.50 announcedDividend of zł2.50 is the same as last year. Ex-date: 8th June 2026 Payment date: 30th June 2026 Dividend yield will be 4.9%, which is lower than the industry average of 12%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 24% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 11% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공시 • May 02Selena FM S.A. announces Annual dividend, payable on June 30, 2026Selena FM S.A. announced Annual dividend of PLN 2.5000 per share payable on June 30, 2026, ex-date on June 08, 2026 and record date on June 09, 2026.
Buy Or Sell Opportunity • Jan 29Now 22% undervaluedOver the last 90 days, the stock has risen 46% to zł56.40. The fair value is estimated to be zł72.06, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.7% over the last 3 years, while earnings per share has been flat.
Buy Or Sell Opportunity • Jan 14Now 22% undervaluedOver the last 90 days, the stock has risen 46% to zł56.00. The fair value is estimated to be zł72.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.7% over the last 3 years, while earnings per share has been flat.
Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 15%After last week's 15% share price gain to zł52.60, the stock trades at a trailing P/E ratio of 10.3x. Average trailing P/E is 10x in the Chemicals industry in Poland. Total returns to shareholders of 162% over the past three years.
분석 기사 • Dec 18Selena FM S.A.'s (WSE:SEL) Shares Climb 31% But Its Business Is Yet to Catch UpSelena FM S.A. ( WSE:SEL ) shareholders have had their patience rewarded with a 31% share price jump in the last month...
공시 • Dec 10Selena FM S.A. (WSE:SEL) agreed to acquire Acdis France on December 8, 2025.Selena FM S.A. (WSE:SEL) entered into an agreement to acquire Acdis France on December 8, 2025. The expected completion of the transaction is January 31, 2026.
Reported Earnings • Dec 02Third quarter 2025 earnings released: EPS: zł2.33 (vs zł1.15 in 3Q 2024)Third quarter 2025 results: EPS: zł2.33 (up from zł1.15 in 3Q 2024). Revenue: zł501.2m (up 3.8% from 3Q 2024). Net income: zł50.3m (up 102% from 3Q 2024). Profit margin: 10.0% (up from 5.2% in 3Q 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Oct 13Now 21% undervaluedOver the last 90 days, the stock has risen 5.3% to zł37.90. The fair value is estimated to be zł47.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.5% over the last 3 years. Earnings per share has declined by 11%.
Buy Or Sell Opportunity • Sep 24Now 21% undervaluedOver the last 90 days, the stock has risen 3.3% to zł38.00. The fair value is estimated to be zł47.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.5% over the last 3 years. Earnings per share has declined by 11%.
Reported Earnings • Sep 17Second quarter 2025 earnings released: EPS: zł1.09 (vs zł1.10 in 2Q 2024)Second quarter 2025 results: EPS: zł1.09 (down from zł1.10 in 2Q 2024). Revenue: zł459.6m (down 3.1% from 2Q 2024). Net income: zł23.7m (down 5.7% from 2Q 2024). Profit margin: 5.1% (down from 5.3% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
공시 • Aug 21Selena FM S.A. to Report First Half, 2025 Results on Sep 16, 2025Selena FM S.A. announced that they will report first half, 2025 results on Sep 16, 2025
Buy Or Sell Opportunity • Aug 20Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.8% to zł34.10. The fair value is estimated to be zł42.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Earnings per share has declined by 15%.
Buy Or Sell Opportunity • Aug 05Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.3% to zł34.10. The fair value is estimated to be zł43.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Earnings per share has declined by 15%.
공시 • Jul 04Selena FM Seeks to Acquire Two Manufacturers of Bituminous MembranesSelena FM S.A. (WSE:SEL) is to soon acquire two manufacturers of bituminous membranes - the listed Izolacja Jarocin Spolka Akcyjna (WSE:IZO) and Przedsiebiorstwo Handlowo-Produkcyjne TES. However, in the current market situation, which is characterised by high volatility and macroeconomic uncertainty, Selena FM management is leaning more towards growth through acquisitions.
Upcoming Dividend • Jun 02Upcoming dividend of zł2.50 per shareEligible shareholders must have bought the stock before 09 June 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of Polish dividend payers (6.7%). Higher than average of industry peers (2.6%).
Reported Earnings • May 29First quarter 2025 earnings released: EPS: zł0.90 (vs zł0.84 in 1Q 2024)First quarter 2025 results: EPS: zł0.90 (up from zł0.84 in 1Q 2024). Revenue: zł398.1m (flat on 1Q 2024). Net income: zł19.6m (up 2.5% from 1Q 2024). Profit margin: 4.9% (up from 4.8% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.
공시 • Apr 28Selena FM S.A., Annual General Meeting, May 27, 2025Selena FM S.A., Annual General Meeting, May 27, 2025.
분석 기사 • Apr 28Selena FM (WSE:SEL) Has Announced That It Will Be Increasing Its Dividend To PLN2.50Selena FM S.A.'s ( WSE:SEL ) periodic dividend will be increasing on the 30th of June to PLN2.50, with investors...
Declared Dividend • Apr 28Dividend increased to zł2.50Dividend of zł2.50 is 67% higher than last year. Ex-date: 9th June 2025 Payment date: 30th June 2025 Dividend yield will be 6.7%, which is lower than the industry average of 12%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (29% 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. Earnings per share has grown by 18% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공시 • Apr 27Selena FM S.A. announces Annual dividend, payable on June 30, 2025Selena FM S.A. announced Annual dividend of PLN 2.5000 per share payable on June 30, 2025, ex-date on June 09, 2025 and record date on June 10, 2025.
Reported Earnings • Apr 20Full year 2024 earnings released: EPS: zł3.97 (vs zł2.19 in FY 2023)Full year 2024 results: EPS: zł3.97 (up from zł2.19 in FY 2023). Revenue: zł1.78b (flat on FY 2023). Net income: zł85.9m (up 71% from FY 2023). Profit margin: 4.8% (up from 2.8% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
분석 기사 • Nov 30Some Investors May Be Willing To Look Past Selena FM's (WSE:SEL) Soft EarningsInvestors were disappointed with the weak earnings posted by Selena FM S.A. ( WSE:SEL ). However, our analysis suggests...
Reported Earnings • Nov 24Third quarter 2024 earnings released: EPS: zł1.15 (vs zł2.40 in 3Q 2023)Third quarter 2024 results: EPS: zł1.15 (down from zł2.40 in 3Q 2023). Revenue: zł483.0m (down 1.7% from 3Q 2023). Net income: zł24.9m (down 55% from 3Q 2023). Profit margin: 5.2% (down from 11% in 3Q 2023). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Reported Earnings • Sep 13Second quarter 2024 earnings released: EPS: zł1.10 (vs zł0.52 in 2Q 2023)Second quarter 2024 results: EPS: zł1.10 (up from zł0.52 in 2Q 2023). Revenue: zł474.2m (up 4.8% from 2Q 2023). Net income: zł25.1m (up 111% from 2Q 2023). Profit margin: 5.3% (up from 2.6% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
Reported Earnings • May 30First quarter 2024 earnings released: EPS: zł0.84 (vs zł0.22 loss in 1Q 2023)First quarter 2024 results: EPS: zł0.84 (up from zł0.22 loss in 1Q 2023). Revenue: zł400.3m (down 2.9% from 1Q 2023). Net income: zł19.1m (up zł24.1m from 1Q 2023). Profit margin: 4.8% (up from net loss in 1Q 2023). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Upcoming Dividend • May 29Upcoming dividend of zł1.50 per shareEligible shareholders must have bought the stock before 05 June 2024. Payment date: 30 June 2024. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 4.1%. Lower than top quartile of Polish dividend payers (7.6%). Lower than average of industry peers (12%).
공시 • Apr 28Selena FM S.A., Annual General Meeting, May 23, 2024Selena FM S.A., Annual General Meeting, May 23, 2024, at 09:00 Central European Standard Time.
분석 기사 • Apr 24We Think You Can Look Beyond Selena FM's (WSE:SEL) Lackluster EarningsThe most recent earnings report from Selena FM S.A. ( WSE:SEL ) was disappointing for shareholders. However, our...
Reported Earnings • Apr 18Full year 2023 earnings released: EPS: zł0.69 (vs zł4.91 in FY 2022)Full year 2023 results: EPS: zł0.69 (down from zł4.91 in FY 2022). Revenue: zł930.2m (down 53% from FY 2022). Net income: zł15.8m (down 86% from FY 2022). Profit margin: 1.7% (down from 5.7% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
공시 • Feb 02+ 3 more updatesSelena FM S.A. to Report Q1, 2024 Results on May 29, 2024Selena FM S.A. announced that they will report Q1, 2024 results on May 29, 2024
Reported Earnings • Nov 22Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł491.6m (down 14% from 3Q 2022). Net income: zł54.9m (up 18% from 3Q 2022). Profit margin: 11% (up from 8.2% in 3Q 2022). The increase in margin was driven by lower expenses.
Reported Earnings • Sep 18Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: zł452.5m (down 9.3% from 2Q 2022). Net income: zł11.9m (down 49% from 2Q 2022). Profit margin: 2.6% (down from 4.7% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 24% per year.
공시 • Sep 02Selena FM S.A. (WSE:SEL) completed the acquisition of 90.1% stake in Imperalum - Sociedade Comercial De Revestimentos E ImpermeabilizaCOes, S.A. from REGRATÓPICO - SGPS, S.A.Selena FM S.A. (WSE:SEL) signed a conditional agreement to acquire 90.1% stake in Imperalum - Sociedade Comercial De Revestimentos E ImpermeabilizaCOes, S.A. from REGRATÓPICO - SGPS, S.A. for €13.5 million on July 26, 2023. The final purchase price will be determined as at the closing date of the transaction by adjusting EV by the value of net debt and by differences in working capital as at that date based on the settlement mechanism provided for in the conditional agreement. The deal is conditional on the approval of the Portuguese anti-trust authority. As on August 31, 2023 The Portuguese anti-trust authority approved the transaction.Selena FM S.A. (WSE:SEL) completed the acquisition of 90.1% stake in Imperalum - Sociedade Comercial De Revestimentos E ImpermeabilizaCOes, S.A. from REGRATÓPICO - SGPS, S.A. on August 31, 2023.
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł27.20, the stock trades at a trailing P/E ratio of 7.2x. Average trailing P/E is 12x in the Chemicals industry in Poland. Total returns to shareholders of 106% over the past three years.
분석 기사 • Aug 04Returns At Selena FM (WSE:SEL) Are On The Way UpIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Upcoming Dividend • May 30Upcoming dividend of zł1.40 per share at 6.0% yieldEligible shareholders must have bought the stock before 06 June 2023. Payment date: 30 June 2023. Trailing yield: 6.0%. Lower than top quartile of Polish dividend payers (7.3%). Lower than average of industry peers (8.8%).
Reported Earnings • May 30First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: zł412.2m (down 2.2% from 1Q 2022). Net loss: zł5.06m (down 120% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
공시 • May 09Selena FM S.A., Annual General Meeting, May 25, 2023Selena FM S.A., Annual General Meeting, May 25, 2023, at 10:00 Central European Standard Time.
Reported Earnings • Apr 26Full year 2022 earnings releasedFull year 2022 results: Revenue: zł1.96b (up 14% from FY 2021). Net income: zł112.1m (up 9.2% from FY 2021). Profit margin: 5.7% (down from 5.9% in FY 2021). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to zł27.20, the stock trades at a trailing P/E ratio of 4.6x. Average trailing P/E is 7x in the Chemicals industry in Poland. Total returns to shareholders of 79% over the past three years.
분석 기사 • Feb 07These 4 Measures Indicate That Selena FM (WSE:SEL) Is Using Debt Reasonably WellThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
공시 • Jan 19+ 3 more updatesSelena FM S.A. to Report First Half, 2023 Results on Sep 15, 2023Selena FM S.A. announced that they will report first half, 2023 results on Sep 15, 2023
Reported Earnings • Nov 20Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: zł569.0m (up 15% from 3Q 2021). Net income: zł46.4m (up 46% from 3Q 2021). Profit margin: 8.2% (up from 6.4% in 3Q 2021). The increase in margin was driven by higher revenue.
Reported Earnings • Sep 18Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: zł499.2m (up 14% from 2Q 2021). Net income: zł23.4m (up 7.6% from 2Q 2021). Profit margin: 4.7% (down from 5.0% in 2Q 2021). The decrease in margin was driven by higher expenses.
분석 기사 • Jun 28The Return Trends At Selena FM (WSE:SEL) Look PromisingTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
Reported Earnings • May 03Full year 2021 earnings released: EPS: zł4.50 (vs zł3.34 in FY 2020)Full year 2021 results: EPS: zł4.50 (up from zł3.34 in FY 2020). Revenue: zł1.73b (up 25% from FY 2020). Net income: zł102.7m (up 35% from FY 2020). Profit margin: 5.9% (up from 5.5% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Feb 25Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to zł20.90, the stock trades at a trailing P/E ratio of 6.8x. Average trailing P/E is 9x in the Chemicals industry in Poland. Total returns to shareholders of 102% over the past three years.
분석 기사 • Feb 25Here's Why Selena FM (WSE:SEL) Can Manage Its Debt ResponsiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Nov 28Third quarter 2021 earnings: Revenues miss analyst expectationsThird quarter 2021 results: Revenue: zł493.1m (up 14% from 3Q 2020). Net income: zł31.7m (down 28% from 3Q 2020). Profit margin: 6.4% (down from 10% in 3Q 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.3%. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Sep 20Second quarter 2021 earnings released: EPS zł0.95 (vs zł1.14 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: zł438.2m (up 37% from 2Q 2020). Net income: zł21.8m (down 17% from 2Q 2020). Profit margin: 5.0% (down from 8.2% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
분석 기사 • Aug 19Selena FM (WSE:SEL) Is Investing Its Capital With Increasing EfficiencyIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
분석 기사 • May 13Returns on Capital Paint A Bright Future For Selena FM (WSE:SEL)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Reported Earnings • Apr 25Full year 2020 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: zł1.38b (up 4.4% from FY 2019). Net income: zł76.2m (up 93% from FY 2019). Profit margin: 5.5% (up from 3.0% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
분석 기사 • Feb 25Is Selena FM (WSE:SEL) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Is New 90 Day High Low • Jan 27New 90-day high: zł19.30The company is up 29% from its price of zł15.00 on 28 October 2020. The Polish market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 20% over the same period.
공시 • Jan 23+ 3 more updatesSelena FM S.A. to Report First Half, 2021 Results on Sep 17, 2021Selena FM S.A. announced that they will report first half, 2021 results on Sep 17, 2021
분석 기사 • Jan 22Will The ROCE Trend At Selena FM (WSE:SEL) Continue?There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
Is New 90 Day High Low • Jan 11New 90-day high: zł19.00The company is up 34% from its price of zł14.15 on 13 October 2020. The Polish market is up 20% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 14% over the same period.
분석 기사 • Dec 18Selena FM (WSE:SEL) Shareholders Have Enjoyed A 31% Share Price GainGenerally speaking the aim of active stock picking is to find companies that provide returns that are superior to the...
Is New 90 Day High Low • Dec 16New 90-day high: zł18.40The company is up 26% from its price of zł14.55 on 17 September 2020. The Polish market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 5.0% over the same period.
분석 기사 • Nov 27Does Selena FM S.A. (WSE:SEL) Have A Place In Your Dividend Portfolio?Is Selena FM S.A. (WSE:SEL) a good dividend stock? How can we tell? Dividend paying companies with growing earnings...
Is New 90 Day High Low • Nov 17New 90-day high: zł15.90The company is up 23% from its price of zł12.90 on 19 August 2020. The Polish market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is down 10.0% over the same period.
Is New 90 Day High Low • Oct 19New 90-day high: zł15.50The company is up 16% from its price of zł13.40 on 21 July 2020. The Polish market is down 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is down 12% over the same period.
Reported Earnings • Sep 20First half earnings releasedOver the last 12 months the company has reported total profits of zł50.1m, up 37% from the prior year. Total revenue was zł1.31b over the last 12 months, up 3.7% from the prior year.
Is New 90 Day High Low • Sep 18New 90-day high: zł14.55The company is up 18% from its price of zł12.30 on 19 June 2020. The Polish market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is down 8.0% over the same period.