View Future GrowthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsOEX 과거 순이익 실적과거 기준 점검 5/6OEX은 연평균 22.8%의 비율로 수입이 증가해 온 반면, Electronic 산업은 수입이 4.5% 감소했습니다. 매출은 연평균 8.4%의 비율로 증가했습니다. OEX의 자기자본이익률은 14%이고 순이익률은 3.9%입니다.핵심 정보22.75%순이익 성장률24.84%주당순이익(EPS) 성장률Electronic 산업 성장률23.85%매출 성장률8.42%자기자본이익률14.04%순이익률3.85%다음 순이익 업데이트14 Nov 2024최근 과거 실적 업데이트Reported Earnings • Jun 04First quarter 2024 earnings released: EPS: zł1.00 (vs zł0.95 in 1Q 2023)First quarter 2024 results: EPS: zł1.00 (up from zł0.95 in 1Q 2023). Revenue: zł184.5m (up 12% from 1Q 2023). Net income: zł6.83m (up 5.4% from 1Q 2023). Profit margin: 3.7% (down from 3.9% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • May 05OEX's (WSE:OEX) Soft Earnings Are Actually Better Than They AppearThe market for OEX S.A.'s ( WSE:OEX ) shares didn't move much after it posted weak earnings recently. Our analysis...공지 • Feb 02+ 3 more updatesOEX S.A. to Report Q1, 2024 Results on May 22, 2024OEX S.A. announced that they will report Q1, 2024 results on May 22, 2024공지 • Feb 03+ 3 more updatesOEX S.A. to Report First Half, 2023 Results on Sep 13, 2023OEX S.A. announced that they will report first half, 2023 results on Sep 13, 2023공지 • Feb 02+ 3 more updatesOEX S.A. to Report Q1, 2022 Results on May 12, 2022OEX S.A. announced that they will report Q1, 2022 results on May 12, 2022공지 • Jan 30+ 3 more updatesOEX S.A. to Report First Half, 2021 Results on Sep 08, 2021OEX S.A. announced that they will report first half, 2021 results on Sep 08, 2021모든 업데이트 보기Recent updates공지 • Jun 08Neo Investments agreed to acquire an additional unknown minority stake in OEX S.A. (WSE:OEX).Neo Investments agreed to acquire an additional unknown minority stake in OEX S.A. (WSE:OEX) on June 6, 2024. UOKiK has approved a concentration involving the acquisition of control by Neo Investment over OEX.Reported Earnings • Jun 04First quarter 2024 earnings released: EPS: zł1.00 (vs zł0.95 in 1Q 2023)First quarter 2024 results: EPS: zł1.00 (up from zł0.95 in 1Q 2023). Revenue: zł184.5m (up 12% from 1Q 2023). Net income: zł6.83m (up 5.4% from 1Q 2023). Profit margin: 3.7% (down from 3.9% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • May 30Upcoming dividend of zł3.00 per shareEligible shareholders must have bought the stock before 06 June 2024. Payment date: 17 June 2024. Trailing yield: 7.2%. Lower than top quartile of Polish dividend payers (7.8%). Higher than average of industry peers (4.5%).분석 기사 • May 05OEX's (WSE:OEX) Soft Earnings Are Actually Better Than They AppearThe market for OEX S.A.'s ( WSE:OEX ) shares didn't move much after it posted weak earnings recently. Our analysis...New Risk • Mar 30New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risks No financial data reported. High level of non-cash earnings (42% accrual ratio). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (zł355.8m market cap, or US$89.5m).공지 • Feb 02+ 3 more updatesOEX S.A. to Report Q1, 2024 Results on May 22, 2024OEX S.A. announced that they will report Q1, 2024 results on May 22, 2024Buying Opportunity • Aug 04Now 20% undervaluedOver the last 90 days, the stock is up 21%. The fair value is estimated to be zł57.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has grown by 88%.New Risk • Jul 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Polish stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (42% accrual ratio). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.3% average weekly change). Market cap is less than US$100m (zł282.6m market cap, or US$68.6m).Buying Opportunity • Jul 07Now 27% undervaluedOver the last 90 days, the stock is up 15%. The fair value is estimated to be zł56.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has grown by 88%.Buying Opportunity • Jun 22Now 21% undervaluedOver the last 90 days, the stock is up 22%. The fair value is estimated to be zł57.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has grown by 88%.Valuation Update With 7 Day Price Move • Jun 19Investor sentiment improves as stock rises 19%After last week's 19% share price gain to zł46.00, the stock trades at a trailing P/E ratio of 3.3x. Average trailing P/E is 7x in the Electronic industry in Poland. Total returns to shareholders of 290% over the past three years.분석 기사 • Jun 17Is Now The Time To Put OEX (WSE:OEX) On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...공지 • Jun 04OEX S.A., Annual General Meeting, Jun 28, 2023OEX S.A., Annual General Meeting, Jun 28, 2023, at 12:00 Central European Standard Time.공지 • Feb 03+ 3 more updatesOEX S.A. to Report First Half, 2023 Results on Sep 13, 2023OEX S.A. announced that they will report first half, 2023 results on Sep 13, 2023공지 • Apr 26OEX S.A., Annual General Meeting, May 18, 2022OEX S.A., Annual General Meeting, May 18, 2022, at 12:00 Central European Standard Time.공지 • Feb 02+ 3 more updatesOEX S.A. to Report Q1, 2022 Results on May 12, 2022OEX S.A. announced that they will report Q1, 2022 results on May 12, 2022공지 • Dec 22Cloudflight GmbH agreed to acquire Divante Sp. z o.o. from OEX S.A. (WSE:OEX) for approximately PLN 180 million.Cloudflight GmbH agreed to acquire Divante Sp. z o.o. from OEX S.A. (WSE:OEX) for approximately PLN 180 million on December 17, 2021. The joint company will grow the Cloudflight workforce by another 350 highly skilled staff members. It is planned that Divante will join Cloudflight by January 2022 at the latest.공지 • Jun 12OEX Starts Talks with Interested Shareholders on Working Towards DelistingOEX S.A. said the company starts talks with interested shareholders on conducting buyback of company's shares via tender offer. The company said aim is to delist company.Is New 90 Day High Low • Feb 17New 90-day high: zł19.70The company is up 24% from its price of zł15.90 on 19 November 2020. The Polish market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 17% over the same period.분석 기사 • Feb 03OEX (WSE:OEX) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...공지 • Jan 30+ 3 more updatesOEX S.A. to Report First Half, 2021 Results on Sep 08, 2021OEX S.A. announced that they will report first half, 2021 results on Sep 08, 2021Is New 90 Day High Low • Jan 18New 90-day high: zł18.80The company is up 25% from its price of zł15.00 on 20 October 2020. The Polish market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 16% over the same period.분석 기사 • Dec 31Should You Rely On OEX's (WSE:OEX) Earnings Growth?Statistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. However...Is New 90 Day High Low • Dec 30New 90-day high: zł17.90The company is up 15% from its price of zł15.50 on 01 October 2020. The Polish market is also up 15% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Electronic industry, which is up 9.0% over the same period.분석 기사 • Nov 19OEX S.A.'s (WSE:OEX) Stock Has Shown Weakness Lately But Financial Prospects Look Decent: Is The Market Wrong?With its stock down 12% over the past three months, it is easy to disregard OEX (WSE:OEX). However, the company's...매출 및 비용 세부 내역OEX가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이WSE:OEX 매출, 비용 및 순이익 (PLN Millions)날짜매출순이익일반관리비연구개발비30 Jun 247853092031 Mar 247613184031 Dec 237423183030 Sep 237251684030 Jun 237071584031 Mar 236961580031 Dec 226898776030 Sep 226889670030 Jun 226689167031 Mar 226338665031 Dec 216041063030 Sep 21514947030 Jun 214811147031 Mar 214631146031 Dec 20452749030 Sep 205122562030 Jun 205341863031 Mar 205631567031 Dec 195791668030 Sep 19595466030 Jun 195841066031 Mar 19553961031 Dec 185571161030 Sep 185641361030 Jun 185721362031 Mar 185881664031 Dec 175661661030 Sep 175181558030 Jun 174711452031 Mar 174331246031 Dec 164001242030 Sep 163721238030 Jun 163661237031 Mar 163611136031 Dec 153441132030 Sep 15309827030 Jun 15283721031 Mar 15258716031 Dec 14249614030 Sep 14255822030 Jun 14251831031 Mar 14252839031 Dec 132649480양질의 수익: OEX는 고품질 수익을 보유하고 있습니다.이익 마진 증가: OEX의 현재 순 이익률 (3.9%)은 지난해 (2.2%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: OEX의 수익은 지난 5년 동안 연평균 22.8%로 크게 증가했습니다.성장 가속화: 지난 1년간 OEX 의 수익 증가율(98%)은 연간 평균(22.8%)을 초과합니다.수익 대 산업: OEX의 지난 1년 수익 증가율(98%)은 Electronic 업계의 1.6%를 상회했습니다.자기자본이익률높은 ROE: OEX의 자본 수익률(14%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YTech 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2024/11/05 04:59종가2024/08/08 00:00수익2024/06/30연간 수익2023/12/31데이터 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 소스OEX S.A.는 2명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Jakub ViscardiDom Maklerski Banku Ochrony Srodowiska S.A.Marcin MaternaMillennium Dom Maklerski Spolka Akcyjna
Reported Earnings • Jun 04First quarter 2024 earnings released: EPS: zł1.00 (vs zł0.95 in 1Q 2023)First quarter 2024 results: EPS: zł1.00 (up from zł0.95 in 1Q 2023). Revenue: zł184.5m (up 12% from 1Q 2023). Net income: zł6.83m (up 5.4% from 1Q 2023). Profit margin: 3.7% (down from 3.9% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • May 05OEX's (WSE:OEX) Soft Earnings Are Actually Better Than They AppearThe market for OEX S.A.'s ( WSE:OEX ) shares didn't move much after it posted weak earnings recently. Our analysis...
공지 • Feb 02+ 3 more updatesOEX S.A. to Report Q1, 2024 Results on May 22, 2024OEX S.A. announced that they will report Q1, 2024 results on May 22, 2024
공지 • Feb 03+ 3 more updatesOEX S.A. to Report First Half, 2023 Results on Sep 13, 2023OEX S.A. announced that they will report first half, 2023 results on Sep 13, 2023
공지 • Feb 02+ 3 more updatesOEX S.A. to Report Q1, 2022 Results on May 12, 2022OEX S.A. announced that they will report Q1, 2022 results on May 12, 2022
공지 • Jan 30+ 3 more updatesOEX S.A. to Report First Half, 2021 Results on Sep 08, 2021OEX S.A. announced that they will report first half, 2021 results on Sep 08, 2021
공지 • Jun 08Neo Investments agreed to acquire an additional unknown minority stake in OEX S.A. (WSE:OEX).Neo Investments agreed to acquire an additional unknown minority stake in OEX S.A. (WSE:OEX) on June 6, 2024. UOKiK has approved a concentration involving the acquisition of control by Neo Investment over OEX.
Reported Earnings • Jun 04First quarter 2024 earnings released: EPS: zł1.00 (vs zł0.95 in 1Q 2023)First quarter 2024 results: EPS: zł1.00 (up from zł0.95 in 1Q 2023). Revenue: zł184.5m (up 12% from 1Q 2023). Net income: zł6.83m (up 5.4% from 1Q 2023). Profit margin: 3.7% (down from 3.9% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • May 30Upcoming dividend of zł3.00 per shareEligible shareholders must have bought the stock before 06 June 2024. Payment date: 17 June 2024. Trailing yield: 7.2%. Lower than top quartile of Polish dividend payers (7.8%). Higher than average of industry peers (4.5%).
분석 기사 • May 05OEX's (WSE:OEX) Soft Earnings Are Actually Better Than They AppearThe market for OEX S.A.'s ( WSE:OEX ) shares didn't move much after it posted weak earnings recently. Our analysis...
New Risk • Mar 30New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risks No financial data reported. High level of non-cash earnings (42% accrual ratio). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (zł355.8m market cap, or US$89.5m).
공지 • Feb 02+ 3 more updatesOEX S.A. to Report Q1, 2024 Results on May 22, 2024OEX S.A. announced that they will report Q1, 2024 results on May 22, 2024
Buying Opportunity • Aug 04Now 20% undervaluedOver the last 90 days, the stock is up 21%. The fair value is estimated to be zł57.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has grown by 88%.
New Risk • Jul 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Polish stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (42% accrual ratio). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.3% average weekly change). Market cap is less than US$100m (zł282.6m market cap, or US$68.6m).
Buying Opportunity • Jul 07Now 27% undervaluedOver the last 90 days, the stock is up 15%. The fair value is estimated to be zł56.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has grown by 88%.
Buying Opportunity • Jun 22Now 21% undervaluedOver the last 90 days, the stock is up 22%. The fair value is estimated to be zł57.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has grown by 88%.
Valuation Update With 7 Day Price Move • Jun 19Investor sentiment improves as stock rises 19%After last week's 19% share price gain to zł46.00, the stock trades at a trailing P/E ratio of 3.3x. Average trailing P/E is 7x in the Electronic industry in Poland. Total returns to shareholders of 290% over the past three years.
분석 기사 • Jun 17Is Now The Time To Put OEX (WSE:OEX) On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
공지 • Jun 04OEX S.A., Annual General Meeting, Jun 28, 2023OEX S.A., Annual General Meeting, Jun 28, 2023, at 12:00 Central European Standard Time.
공지 • Feb 03+ 3 more updatesOEX S.A. to Report First Half, 2023 Results on Sep 13, 2023OEX S.A. announced that they will report first half, 2023 results on Sep 13, 2023
공지 • Apr 26OEX S.A., Annual General Meeting, May 18, 2022OEX S.A., Annual General Meeting, May 18, 2022, at 12:00 Central European Standard Time.
공지 • Feb 02+ 3 more updatesOEX S.A. to Report Q1, 2022 Results on May 12, 2022OEX S.A. announced that they will report Q1, 2022 results on May 12, 2022
공지 • Dec 22Cloudflight GmbH agreed to acquire Divante Sp. z o.o. from OEX S.A. (WSE:OEX) for approximately PLN 180 million.Cloudflight GmbH agreed to acquire Divante Sp. z o.o. from OEX S.A. (WSE:OEX) for approximately PLN 180 million on December 17, 2021. The joint company will grow the Cloudflight workforce by another 350 highly skilled staff members. It is planned that Divante will join Cloudflight by January 2022 at the latest.
공지 • Jun 12OEX Starts Talks with Interested Shareholders on Working Towards DelistingOEX S.A. said the company starts talks with interested shareholders on conducting buyback of company's shares via tender offer. The company said aim is to delist company.
Is New 90 Day High Low • Feb 17New 90-day high: zł19.70The company is up 24% from its price of zł15.90 on 19 November 2020. The Polish market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 17% over the same period.
분석 기사 • Feb 03OEX (WSE:OEX) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
공지 • Jan 30+ 3 more updatesOEX S.A. to Report First Half, 2021 Results on Sep 08, 2021OEX S.A. announced that they will report first half, 2021 results on Sep 08, 2021
Is New 90 Day High Low • Jan 18New 90-day high: zł18.80The company is up 25% from its price of zł15.00 on 20 October 2020. The Polish market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 16% over the same period.
분석 기사 • Dec 31Should You Rely On OEX's (WSE:OEX) Earnings Growth?Statistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. However...
Is New 90 Day High Low • Dec 30New 90-day high: zł17.90The company is up 15% from its price of zł15.50 on 01 October 2020. The Polish market is also up 15% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Electronic industry, which is up 9.0% over the same period.
분석 기사 • Nov 19OEX S.A.'s (WSE:OEX) Stock Has Shown Weakness Lately But Financial Prospects Look Decent: Is The Market Wrong?With its stock down 12% over the past three months, it is easy to disregard OEX (WSE:OEX). However, the company's...