공시 • Mar 27
Sifi Cj Storage S.A., Annual General Meeting, Apr 28, 2026 Sifi Cj Storage S.A., Annual General Meeting, Apr 28, 2026. Valuation Update With 7 Day Price Move • Jun 27
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to RON34.80, the stock trades at a trailing P/E ratio of 11.4x. Average trailing P/E is 23x in the Real Estate industry in Romania. Total loss to shareholders of 4.9% over the past year. Upcoming Dividend • Jun 18
Upcoming dividend of RON3.60 per share Eligible shareholders must have bought the stock before 25 June 2025. Payment date: 07 July 2025. Payout ratio is a comfortable 63% but the company is paying out more than the cash it is generating. Trailing yield: 2.4%. Lower than top quartile of Romanian dividend payers (6.5%). Lower than average of industry peers (3.8%). Valuation Update With 7 Day Price Move • May 28
Investor sentiment deteriorates as stock falls 21% After last week's 21% share price decline to RON36.00, the stock trades at a trailing P/E ratio of 11.7x. Average trailing P/E is 19x in the Real Estate industry in Romania. Total loss to shareholders of 12% over the past year. Board Change • May 21
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 2 highly experienced directors. No independent directors (3 non-independent directors). Director Belei Corneliu - Victor was the last director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Board Change • Apr 17
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 2 highly experienced directors. No independent directors (3 non-independent directors). Director Belei Corneliu - Victor was the last director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Declared Dividend • Mar 16
Dividend increased to RON3.60 Dividend of RON3.60 is 275% higher than last year. Ex-date: 25th June 2025 Payment date: 7th July 2025 Dividend yield will be 9.7%, which is higher than the industry average of 3.9%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. 공시 • Mar 14
Sifi Cj Storage S.A. announces Annual dividend, payable on July 07, 2025 Sifi Cj Storage S.A. announced Annual dividend of RON 3.6000 per share payable on July 07, 2025, ex-date on June 25, 2025 and record date on June 26, 2025. Board Change • Dec 06
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 2 highly experienced directors. No independent directors (3 non-independent directors). Director Belei Corneliu - Victor was the last director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Valuation Update With 7 Day Price Move • Sep 30
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to RON28.00, the stock trades at a trailing P/E ratio of 29x. Average trailing P/E is 28x in the Real Estate industry in Romania. Valuation Update With 7 Day Price Move • Sep 11
Investor sentiment deteriorates as stock falls 27% After last week's 27% share price decline to RON23.20, the stock trades at a trailing P/E ratio of 24.1x. Average trailing P/E is 27x in the Real Estate industry in Romania. Valuation Update With 7 Day Price Move • Jul 24
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to RON32.00, the stock trades at a trailing P/E ratio of 33.2x. Average trailing P/E is 31x in the Real Estate industry in Romania. Valuation Update With 7 Day Price Move • Jul 02
Investor sentiment deteriorates as stock falls 23% After last week's 23% share price decline to RON31.60, the stock trades at a trailing P/E ratio of 32.8x. Average trailing P/E is 30x in the Real Estate industry in Romania. Upcoming Dividend • Jun 13
Upcoming dividend of RON0.96 per share Eligible shareholders must have bought the stock before 20 June 2024. Payment date: 05 July 2024. The average dividend yield among industry peers is 3.2%. New Risk • May 28
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 209% Last year net profit margin: 352% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (19% average weekly change). Revenue is less than US$1m (RON205k revenue, or US$45k). Market cap is less than US$10m (RON16.4m market cap, or US$3.58m). Minor Risk Profit margins are more than 30% lower than last year (209% net profit margin). Valuation Update With 7 Day Price Move • May 18
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to RON41.80, the stock trades at a trailing P/E ratio of 43.4x. Average trailing P/E is 21x in the Real Estate industry in Romania. Valuation Update With 7 Day Price Move • May 03
Investor sentiment deteriorates as stock falls 30% After last week's 30% share price decline to RON37.80, the stock trades at a trailing P/E ratio of 3.6x. Average trailing P/E is 16x in the Real Estate industry in Romania. Board Change • Apr 26
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 3 highly experienced directors. No independent directors (3 non-independent directors). Chairman of the Board Ion Alexandru was the last director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. 
