PJSC LSR Group (LSRG) 주식 개요PJSC LSR Group, together with its subsidiaries, engages in the real estate development, homebuilding, and construction materials businesses. 자세히 보기LSRG 펀더멘털 분석스노우플레이크 점수가치 평가3/6미래 성장0/6과거 실적3/6재무 건전성3/6배당3/6강점주가수익률(3.3x)이 Russian 시장(16.5x)보다 낮습니다.지난 1년간 수익이 12.1% 증가했습니다.동종업계 및 업계 대비 좋은 가치로 거래위험 분석향후 3년 동안 수익이 연평균 18.5% 감소할 것으로 예상됩니다.높은 수준의 비현금 수입주식은 유동성이 매우 낮습니다부채는 operating cash flow로 충분히 감당되지 않습니다.+ 위험 2건 추가모든 위험 점검 보기LSRG Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW482,187 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA482,187 investors already sharing narrativesYour Fair Value₽Current Price₽546.80해당 없음내재 할인율Est. Revenue$PastFuture0154b2016201920222025202620282031Revenue ₽154.1bEarnings ₽18.5bAdvancedSet Fair ValueView all narrativesPJSC LSR Group 경쟁사INGRADSymbol: MISX:INGRMarket cap: ₽52.5bSamolet GroupSymbol: MISX:SMLTMarket cap: ₽166.0bWorld Trade Center MoscowSymbol: MISX:WTCMMarket cap: ₽7.2bKiwi Property GroupSymbol: NZSE:KPGMarket cap: NZ$1.5b가격 이력 및 성과PJSC LSR Group 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가₽546.8052주 최고가₽773.6052주 최저가₽402.00베타0.611개월 변동0%3개월 변동-0.76%1년 변동-27.77%3년 변동-23.27%5년 변동-33.92%IPO 이후 변동-28.46%최근 뉴스 및 업데이트공고 • Jun 01PJSC LSR Group, Annual General Meeting, Jun 30, 2026PJSC LSR Group, Annual General Meeting, Jun 30, 2026.공고 • Mar 17PJSC LSR Group, Annual General Meeting, Apr 18, 2025PJSC LSR Group, Annual General Meeting, Apr 18, 2025. Location: saint petersburg Russia공고 • Aug 30PJSC LSR Group to Report First Half, 2022 Results on Aug 29, 2022PJSC LSR Group announced that they will report first half, 2022 results on Aug 29, 2022공고 • Jun 28LSR Group Global Depositary Receipts - Sponsored to Be Deleted from Other OTCPJSC LSR Group Global Depositary Receipts - Sponsored will be deleted from Other OTC effective June 28, 2022. The deletion is due to ADR /GDR Program Terminated.Valuation Update With 7 Day Price Move • Jun 24Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₽585, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 9x in the Real Estate industry in Europe. Total loss to shareholders of 6.4% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₽344 per share.Buying Opportunity • May 20Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 33%. The fair value is estimated to be ₽620, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.1% over the last 3 years. Earnings per share has grown by 6.1%. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings is forecast to decline by 9.6% per annum over the same time period.더 많은 업데이트 보기Recent updates공고 • Jun 01PJSC LSR Group, Annual General Meeting, Jun 30, 2026PJSC LSR Group, Annual General Meeting, Jun 30, 2026.공고 • Mar 17PJSC LSR Group, Annual General Meeting, Apr 18, 2025PJSC LSR Group, Annual General Meeting, Apr 18, 2025. Location: saint petersburg Russia공고 • Aug 30PJSC LSR Group to Report First Half, 2022 Results on Aug 29, 2022PJSC LSR Group announced that they will report first half, 2022 results on Aug 29, 2022공고 • Jun 28LSR Group Global Depositary Receipts - Sponsored to Be Deleted from Other OTCPJSC LSR Group Global Depositary Receipts - Sponsored will be deleted from Other OTC effective June 28, 2022. The deletion is due to ADR /GDR Program Terminated.Valuation Update With 7 Day Price Move • Jun 24Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₽585, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 9x in the Real Estate industry in Europe. Total loss to shareholders of 6.4% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₽344 per share.Buying Opportunity • May 20Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 33%. The fair value is estimated to be ₽620, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.1% over the last 3 years. Earnings per share has grown by 6.1%. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings is forecast to decline by 9.6% per annum over the same time period.Buying Opportunity • May 05Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 30%. The fair value is estimated to be ₽625, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.1% over the last 3 years. Earnings per share has grown by 6.1%. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings is forecast to decline by 9.6% per annum over the same time period.Board Change • Apr 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Chairman of the Board of Directors Viktor Zubkov was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Buying Opportunity • Apr 14Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 31%. The fair value is estimated to be ₽621, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.1% over the last 3 years. Earnings per share has grown by 6.1%. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings is forecast to decline by 9.6% per annum over the same time period.Major Estimate Revision • Apr 01Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from ₽125.2b to ₽104.6b. EPS estimate unchanged from ₽108 per share at last update. Real Estate industry in Russian Federation expected to see average net income decline 24% next year. Consensus price target broadly unchanged at ₽715. Share price rose 8.6% to ₽565 over the past week.공고 • Mar 31PJSC LSR Group, Annual General Meeting, Apr 29, 2022PJSC LSR Group, Annual General Meeting, Apr 29, 2022. Agenda: To consider approval of the Company's 2021 Annual Report; to consider approval of the Company's 2021 Annual Financial Statements; to consider distribution of the Company's profit for the 2021 fiscal year; to consider determination of the number of members of the Company's Board of Directors; to consider election of the members to the Company's Board of Directors; to consider election of the members to the Company's Internal Audit Commission; to consider approval of Company's auditors for 2022; and to consider other matters.Reported Earnings • Mar 28Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: ₽171 (up from ₽120 in FY 2020). Revenue: ₽130.5b (up 11% from FY 2020). Net income: ₽16.3b (up 35% from FY 2020). Profit margin: 13% (up from 10% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 8.0%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Over the next year, revenue is forecast to stay flat compared to a 4.3% decline forecast for the industry in Russia. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Board Change • Mar 28High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Chairman of the Board of Directors Viktor Zubkov was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공고 • Mar 23PJSC LSR Group to Report Fiscal Year 2021 Results on Mar 24, 2022PJSC LSR Group announced that they will report fiscal year 2021 results on Mar 24, 2022Major Estimate Revision • Mar 09Consensus EPS estimates increase by 24%The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from ₽119.0b to ₽120.9b. EPS estimate increased from ₽117 to ₽145 per share. Net income forecast to shrink 19% next year vs 19% decline forecast for Real Estate industry in Russian Federation. Consensus price target down from ₽794 to ₽714. Share price was steady at ₽520 over the past week.분석 기사 • Feb 24PJSC LSR Group (MCX:LSRG) Not Doing Enough For Some Investors As Its Shares Slump 31%To the annoyance of some shareholders, PJSC LSR Group ( MCX:LSRG ) shares are down a considerable 31% in the last...Valuation Update With 7 Day Price Move • Feb 24Investor sentiment deteriorated over the past weekAfter last week's 38% share price decline to ₽461, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 12x in the Real Estate industry in Europe. Total loss to shareholders of 9.5% over the past three years.Price Target Changed • Feb 03Price target decreased to ₽794Down from ₽856, the current price target is an average from 6 analysts. New target price is 15% above last closing price of ₽688. Stock is down 27% over the past year. The company is forecast to post earnings per share of ₽117 for next year compared to ₽120 last year.공고 • Jan 20PJSC LSR Group (MISX:LSRG) acquired GORKI 10.PJSC LSR Group (MISX:LSRG) acquired GORKI 10 on January 18, 2022. PJSC LSR Group (MISX:LSRG) completed the acquisition of GORKI 10 on January 18, 2022.Board Change • Jan 02High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Chairman of the Board of Directors Viktor Zubkov was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Price Target Changed • Dec 17Price target decreased to ₽856Down from ₽936, the current price target is an average from 6 analysts. New target price is 45% above last closing price of ₽590. Stock is down 31% over the past year. The company is forecast to post earnings per share of ₽117 for next year compared to ₽120 last year.Valuation Update With 7 Day Price Move • Dec 16Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₽597, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 13x in the Real Estate industry in Europe. Total returns to shareholders of 25% over the past three years.Price Target Changed • Nov 22Price target decreased to ₽936Down from ₽1,013, the current price target is an average from 5 analysts. New target price is 31% above last closing price of ₽716. Stock is down 20% over the past year. The company is forecast to post earnings per share of ₽117 for next year compared to ₽120 last year.분석 기사 • Sep 06Robust Earnings May Not Tell The Whole Story For PJSC LSR Group (MCX:LSRG)Despite posting some strong earnings, the market for PJSC LSR Group's ( MCX:LSRG ) stock hasn't moved much. Our...Reported Earnings • Sep 01First half 2021 earnings released: EPS ₽56.83 (vs ₽25.68 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: ₽54.8b (up 14% from 1H 2020). Net income: ₽5.69b (up 121% from 1H 2020). Profit margin: 10% (up from 5.3% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.분석 기사 • Aug 22Is There Now An Opportunity In PJSC LSR Group (MCX:LSRG)?While PJSC LSR Group ( MCX:LSRG ) might not be the most widely known stock at the moment, it saw its share price hover...Price Target Changed • Aug 21Price target decreased to ₽1,030Down from ₽1,114, the current price target is an average from 5 analysts. New target price is 33% above last closing price of ₽772. Stock is up 0.3% over the past year.Board Change • Aug 21Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Natalia Nikiforova was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.공고 • Aug 13PJSC LSR Group (DB:3LSA) acquired 94.12% stake in Volna Sanatorium Company.PJSC LSR Group (DB:3LSA) acquired 94.12% stake in Volna Sanatorium Company on August 9, 2021. PJSC LSR Group (DB:3LSA) completed the acquisition of 94.12% stake in Volna Sanatorium Company on August 9, 2021.공고 • Jul 22LSR Group Applies to Financial Conduct Authority for the GDRs to Be Removed from the Official ListPJSC LSR Group announced the results of tender offer to purchase its Regulation S (ISIN US50218G2066) and Rule 144A (ISIN US50218G1076) global depositary receipts, representing interests in the Company's ordinary shares (the "GDRs"), at the price of $2.11 per one GDR (the "Tender Offer"). The Tender Offer is undertaken by AO STROIKORPORACIYA, a wholly owned subsidiary of the Company, for cash. As announced on 21 June 2021, the Company applied to the Financial Conduct Authority for the GDRs to be removed from the Official List of the Financial Conduct Authority and to the London Stock Exchange (the "LSE") for trading in the GDRs to be cancelled with effect from 2 August 2021 (the "Delisting"). The Company engaged VTB Capital plc as financial advisor to the Company to assist with evaluation of issues related to the Tender Offer and the Delisting.공고 • Jun 05PJSC LSR Group (LSE:LSRG) acquired an 87.18% stake in Sanatorium Sestroretskiy Kurort.PJSC LSR Group (LSE:LSRG) acquired an 87.18% stake in Sanatorium Sestroretskiy Kurort on June 4, 2021. PJSC LSR Group (LSE:LSRG) completed the acquisition of an 87.18% stake in Sanatorium Sestroretskiy Kurort on June 4, 2021.공고 • Apr 30PJSC LSR Group Approves Dividend Distribution for the Year 2020, Payable on 25 May 2021The Board of Directors of PJSC LSR Group at its Annual General Meeting of Shareholders held on April 29, 2021 approved a dividend distribution in the amount of RUB 4,018,178,385 based on the results of 2020 financial year. Shareholders registered at the record date of 11 May 2021 will be entitled to receive a dividend payment. The following dates were set for the dividend payments: for nominee shareholders and professional securities market participants - 25 May 2021; for other registered shareholders - 16 June 2021.공고 • Mar 19PJSC LSR Group to Report Fiscal Year 2020 Results on Mar 22, 2021PJSC LSR Group announced that they will report fiscal year 2020 results on Mar 22, 2021주주 수익률LSRGRU Real EstateRU 시장7D0%-1.1%-1.2%1Y-27.8%-10.2%13.5%전체 주주 수익률 보기수익률 대 산업: LSRG은 지난 1년 동안 -10.2%의 수익을 기록한 Russian Real Estate 산업보다 저조한 성과를 냈습니다.수익률 대 시장: LSRG은 지난 1년 동안 13.5%를 기록한 Russian 시장보다 더 좋은 성과를 냈습니다.주가 변동성Is LSRG's price volatile compared to industry and market?LSRG volatilityLSRG Average Weekly Movementn/aReal Estate Industry Average Movement3.5%Market Average Movement4.6%10% most volatile stocks in RU Market9.7%10% least volatile stocks in RU Market2.4%안정적인 주가: LSRG는 지난 3개월 동안 Russian 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: Insufficient data to determine LSRG의 변동성 변화를 판단할 수 없습니다.회사 소개설립직원 수CEO웹사이트1993n/aAndrey Molchanovwww.lsrgroup.ru더 보기PJSC LSR Group 기초 지표 요약PJSC LSR Group의 순이익과 매출은 시가총액과 어떻게 비교됩니까?LSRG 기초 통계시가총액₽56.34b순이익 (TTM)₽16.98b매출 (TTM)₽141.06b3.3x주가수익비율(P/E)0.4x주가매출비율(P/S)LSRG는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표LSRG 손익계산서 (TTM)매출₽141.06b매출원가₽80.71b총이익₽60.35b기타 비용₽43.38b순이익₽16.98b최근 보고된 실적Jun 30, 2022다음 실적 발표일해당 없음주당순이익(EPS)164.77총이익률42.79%순이익률12.03%부채/자본 비율191.4%LSRG의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당10.8%현재 배당 수익률10%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2022/10/05 07:33종가2022/07/08 00:00수익2022/06/30연간 수익2021/12/31데이터 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.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 소스PJSC LSR Group는 5명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Anton FarlenkovGoldman SachsArtyom GolodnovGoldman SachsAlexey PhilippovJ.P. Morgan2명의 분석가 더 보기
공고 • Jun 01PJSC LSR Group, Annual General Meeting, Jun 30, 2026PJSC LSR Group, Annual General Meeting, Jun 30, 2026.
공고 • Mar 17PJSC LSR Group, Annual General Meeting, Apr 18, 2025PJSC LSR Group, Annual General Meeting, Apr 18, 2025. Location: saint petersburg Russia
공고 • Aug 30PJSC LSR Group to Report First Half, 2022 Results on Aug 29, 2022PJSC LSR Group announced that they will report first half, 2022 results on Aug 29, 2022
공고 • Jun 28LSR Group Global Depositary Receipts - Sponsored to Be Deleted from Other OTCPJSC LSR Group Global Depositary Receipts - Sponsored will be deleted from Other OTC effective June 28, 2022. The deletion is due to ADR /GDR Program Terminated.
Valuation Update With 7 Day Price Move • Jun 24Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₽585, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 9x in the Real Estate industry in Europe. Total loss to shareholders of 6.4% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₽344 per share.
Buying Opportunity • May 20Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 33%. The fair value is estimated to be ₽620, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.1% over the last 3 years. Earnings per share has grown by 6.1%. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings is forecast to decline by 9.6% per annum over the same time period.
공고 • Jun 01PJSC LSR Group, Annual General Meeting, Jun 30, 2026PJSC LSR Group, Annual General Meeting, Jun 30, 2026.
공고 • Mar 17PJSC LSR Group, Annual General Meeting, Apr 18, 2025PJSC LSR Group, Annual General Meeting, Apr 18, 2025. Location: saint petersburg Russia
공고 • Aug 30PJSC LSR Group to Report First Half, 2022 Results on Aug 29, 2022PJSC LSR Group announced that they will report first half, 2022 results on Aug 29, 2022
공고 • Jun 28LSR Group Global Depositary Receipts - Sponsored to Be Deleted from Other OTCPJSC LSR Group Global Depositary Receipts - Sponsored will be deleted from Other OTC effective June 28, 2022. The deletion is due to ADR /GDR Program Terminated.
Valuation Update With 7 Day Price Move • Jun 24Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₽585, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 9x in the Real Estate industry in Europe. Total loss to shareholders of 6.4% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₽344 per share.
Buying Opportunity • May 20Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 33%. The fair value is estimated to be ₽620, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.1% over the last 3 years. Earnings per share has grown by 6.1%. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings is forecast to decline by 9.6% per annum over the same time period.
Buying Opportunity • May 05Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 30%. The fair value is estimated to be ₽625, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.1% over the last 3 years. Earnings per share has grown by 6.1%. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings is forecast to decline by 9.6% per annum over the same time period.
Board Change • Apr 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Chairman of the Board of Directors Viktor Zubkov was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Apr 14Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 31%. The fair value is estimated to be ₽621, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.1% over the last 3 years. Earnings per share has grown by 6.1%. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings is forecast to decline by 9.6% per annum over the same time period.
Major Estimate Revision • Apr 01Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from ₽125.2b to ₽104.6b. EPS estimate unchanged from ₽108 per share at last update. Real Estate industry in Russian Federation expected to see average net income decline 24% next year. Consensus price target broadly unchanged at ₽715. Share price rose 8.6% to ₽565 over the past week.
공고 • Mar 31PJSC LSR Group, Annual General Meeting, Apr 29, 2022PJSC LSR Group, Annual General Meeting, Apr 29, 2022. Agenda: To consider approval of the Company's 2021 Annual Report; to consider approval of the Company's 2021 Annual Financial Statements; to consider distribution of the Company's profit for the 2021 fiscal year; to consider determination of the number of members of the Company's Board of Directors; to consider election of the members to the Company's Board of Directors; to consider election of the members to the Company's Internal Audit Commission; to consider approval of Company's auditors for 2022; and to consider other matters.
Reported Earnings • Mar 28Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: ₽171 (up from ₽120 in FY 2020). Revenue: ₽130.5b (up 11% from FY 2020). Net income: ₽16.3b (up 35% from FY 2020). Profit margin: 13% (up from 10% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 8.0%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Over the next year, revenue is forecast to stay flat compared to a 4.3% decline forecast for the industry in Russia. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Board Change • Mar 28High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Chairman of the Board of Directors Viktor Zubkov was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공고 • Mar 23PJSC LSR Group to Report Fiscal Year 2021 Results on Mar 24, 2022PJSC LSR Group announced that they will report fiscal year 2021 results on Mar 24, 2022
Major Estimate Revision • Mar 09Consensus EPS estimates increase by 24%The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from ₽119.0b to ₽120.9b. EPS estimate increased from ₽117 to ₽145 per share. Net income forecast to shrink 19% next year vs 19% decline forecast for Real Estate industry in Russian Federation. Consensus price target down from ₽794 to ₽714. Share price was steady at ₽520 over the past week.
분석 기사 • Feb 24PJSC LSR Group (MCX:LSRG) Not Doing Enough For Some Investors As Its Shares Slump 31%To the annoyance of some shareholders, PJSC LSR Group ( MCX:LSRG ) shares are down a considerable 31% in the last...
Valuation Update With 7 Day Price Move • Feb 24Investor sentiment deteriorated over the past weekAfter last week's 38% share price decline to ₽461, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 12x in the Real Estate industry in Europe. Total loss to shareholders of 9.5% over the past three years.
Price Target Changed • Feb 03Price target decreased to ₽794Down from ₽856, the current price target is an average from 6 analysts. New target price is 15% above last closing price of ₽688. Stock is down 27% over the past year. The company is forecast to post earnings per share of ₽117 for next year compared to ₽120 last year.
공고 • Jan 20PJSC LSR Group (MISX:LSRG) acquired GORKI 10.PJSC LSR Group (MISX:LSRG) acquired GORKI 10 on January 18, 2022. PJSC LSR Group (MISX:LSRG) completed the acquisition of GORKI 10 on January 18, 2022.
Board Change • Jan 02High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Chairman of the Board of Directors Viktor Zubkov was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Price Target Changed • Dec 17Price target decreased to ₽856Down from ₽936, the current price target is an average from 6 analysts. New target price is 45% above last closing price of ₽590. Stock is down 31% over the past year. The company is forecast to post earnings per share of ₽117 for next year compared to ₽120 last year.
Valuation Update With 7 Day Price Move • Dec 16Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₽597, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 13x in the Real Estate industry in Europe. Total returns to shareholders of 25% over the past three years.
Price Target Changed • Nov 22Price target decreased to ₽936Down from ₽1,013, the current price target is an average from 5 analysts. New target price is 31% above last closing price of ₽716. Stock is down 20% over the past year. The company is forecast to post earnings per share of ₽117 for next year compared to ₽120 last year.
분석 기사 • Sep 06Robust Earnings May Not Tell The Whole Story For PJSC LSR Group (MCX:LSRG)Despite posting some strong earnings, the market for PJSC LSR Group's ( MCX:LSRG ) stock hasn't moved much. Our...
Reported Earnings • Sep 01First half 2021 earnings released: EPS ₽56.83 (vs ₽25.68 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: ₽54.8b (up 14% from 1H 2020). Net income: ₽5.69b (up 121% from 1H 2020). Profit margin: 10% (up from 5.3% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
분석 기사 • Aug 22Is There Now An Opportunity In PJSC LSR Group (MCX:LSRG)?While PJSC LSR Group ( MCX:LSRG ) might not be the most widely known stock at the moment, it saw its share price hover...
Price Target Changed • Aug 21Price target decreased to ₽1,030Down from ₽1,114, the current price target is an average from 5 analysts. New target price is 33% above last closing price of ₽772. Stock is up 0.3% over the past year.
Board Change • Aug 21Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Natalia Nikiforova was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
공고 • Aug 13PJSC LSR Group (DB:3LSA) acquired 94.12% stake in Volna Sanatorium Company.PJSC LSR Group (DB:3LSA) acquired 94.12% stake in Volna Sanatorium Company on August 9, 2021. PJSC LSR Group (DB:3LSA) completed the acquisition of 94.12% stake in Volna Sanatorium Company on August 9, 2021.
공고 • Jul 22LSR Group Applies to Financial Conduct Authority for the GDRs to Be Removed from the Official ListPJSC LSR Group announced the results of tender offer to purchase its Regulation S (ISIN US50218G2066) and Rule 144A (ISIN US50218G1076) global depositary receipts, representing interests in the Company's ordinary shares (the "GDRs"), at the price of $2.11 per one GDR (the "Tender Offer"). The Tender Offer is undertaken by AO STROIKORPORACIYA, a wholly owned subsidiary of the Company, for cash. As announced on 21 June 2021, the Company applied to the Financial Conduct Authority for the GDRs to be removed from the Official List of the Financial Conduct Authority and to the London Stock Exchange (the "LSE") for trading in the GDRs to be cancelled with effect from 2 August 2021 (the "Delisting"). The Company engaged VTB Capital plc as financial advisor to the Company to assist with evaluation of issues related to the Tender Offer and the Delisting.
공고 • Jun 05PJSC LSR Group (LSE:LSRG) acquired an 87.18% stake in Sanatorium Sestroretskiy Kurort.PJSC LSR Group (LSE:LSRG) acquired an 87.18% stake in Sanatorium Sestroretskiy Kurort on June 4, 2021. PJSC LSR Group (LSE:LSRG) completed the acquisition of an 87.18% stake in Sanatorium Sestroretskiy Kurort on June 4, 2021.
공고 • Apr 30PJSC LSR Group Approves Dividend Distribution for the Year 2020, Payable on 25 May 2021The Board of Directors of PJSC LSR Group at its Annual General Meeting of Shareholders held on April 29, 2021 approved a dividend distribution in the amount of RUB 4,018,178,385 based on the results of 2020 financial year. Shareholders registered at the record date of 11 May 2021 will be entitled to receive a dividend payment. The following dates were set for the dividend payments: for nominee shareholders and professional securities market participants - 25 May 2021; for other registered shareholders - 16 June 2021.
공고 • Mar 19PJSC LSR Group to Report Fiscal Year 2020 Results on Mar 22, 2021PJSC LSR Group announced that they will report fiscal year 2020 results on Mar 22, 2021
