This company listing is no longer activeThis company may still be operating, however this listing is no longer active.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 EventsDetsky Mir (DSKY) 주식 개요Public Joint Stock Company Detsky Mir, a multi-format retailer, operates a chain of children’s goods retail stores. 자세히 보기DSKY 펀더멘털 분석스노우플레이크 점수가치 평가4/6미래 성장0/6과거 실적3/6재무 건전성2/6배당2/6강점공정 가치 추정치보다 낮은 20.3% 에서 거래지난 1년간 수익이 7.8% 증가했습니다.위험 분석마이너스 주주 지분주식은 유동성이 매우 낮습니다14.99%의 배당금은 수익이나 자유현금흐름으로 잘 충당되지 않습니다.부채비율이 높네요모든 위험 점검 보기DSKY Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value₽Current Price₽75.20해당 없음내재 할인율Est. Revenue$PastFuture0312b2016201920222025202620282031Revenue ₽311.7bEarnings ₽16.9bAdvancedSet Fair ValueView all narrativesPublic Joint Stock Company Detsky Mir 경쟁사M.videoSymbol: MISX:MVIDMarket cap: ₽36.0band ST HDLtdSymbol: TSE:2685Market cap: JP¥143.7bNishimatsuya ChainSymbol: TSE:7545Market cap: JP¥119.4bAccent GroupSymbol: ASX:AX1Market cap: AU$330.7m가격 이력 및 성과Detsky Mir 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가₽75.2052주 최고가₽145.1852주 최저가₽42.32베타0.621개월 변동0%3개월 변동0.40%1년 변동-42.74%3년 변동-16.59%5년 변동-25.87%IPO 이후 변동-11.53%최근 뉴스 및 업데이트공시 • May 31Public Joint Stock Company Detsky Mir (MISX:DSKY) completed the spin-off of LLC Detsky Mir.The board of Public Joint Stock Company Detsky Mir (MISX:DSKY) intent to spin-off LLC Detsky Mir on November 7, 2022. Detsky Mir plans a reorganization into a private firm in the form of a spin-off of LLC Detsky Mir as a subsidiary operating company and as a result of the reorganization, LLC Detsky Mir will receive assets required to conduct business activities. Upon completion of the reorganization, it is planned that shareholders of the public company Detsky Mir will be offered the opportunity to exchange their shares for shares in a subsidiary of PJSC Detsky Mir that will hold a 100% interest in the private company LLC Detsky Mir. The procedure assumes a reorganization of PJSC Detsky Mir, gradual transition of shareholders from the public company PJSC Detsky Mir to a non-public company LLC Detsky Mir and a tender offer for shareholders of PJSC Detsky Mir who have not transferred to LLC Detsky Mir. Following these steps, PJSC Detsky Mir may be liquidated subject to receipt of all necessary corporate approvals. Detsky Mir will continue its operations in children’s food and non-food product retail and will be able to focus on developing its existing retail chain, as well as to manage its business in an efficient and flexible way, The Board of Directors plans to recommend that, at an Extraordinary General Meeting of Shareholders (EGM), the company’s shareholders approve the launch of the reorganization of PJSC Detsky Mir in the form of a spin-off of LLC Detsky Mir as a subsidiary operating company. If approved by the EGM, the reorganization will be completed within approximately six months of the EGM decision. On December 29, 2022, The shareholders approve the transaction. The EGM resolved to approve the new charter of PJSC Detsky Mir and the reorganization of PJSC Detsky Mir in the form of a spin-off of LLC DM as a subsidiary operating company. Public Joint Stock Company Detsky Mir (MISX:DSKY) completed the spin-off of LLC Detsky Mir on May 30, 2023.Reported Earnings • Jun 07First quarter 2022 earnings releasedFirst quarter 2022 results: ₽0.76 loss per share. Revenue: ₽37.9b (up 6.1% from 1Q 2021). Net loss: ₽555.0m (down 143% from profit in 1Q 2021). Over the next year, revenue is forecast to grow 17%, compared to a 7.7% growth forecast for the industry in Russia. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.공시 • May 07Public Joint Stock Company Detsky Mir to Report Q3, 2022 Results on Nov 07, 2022Public Joint Stock Company Detsky Mir announced that they will report Q3, 2022 results on Nov 07, 2022Board Change • Apr 27High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 2 experienced directors. No highly experienced directors. Non-Executive Director Tony Maher is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.공시 • Apr 15+ 1 more updatePublic Joint Stock Company Detsky Mir to Report Q1, 2022 Results on May 16, 2022Public Joint Stock Company Detsky Mir announced that they will report Q1, 2022 results on May 16, 2022공시 • Apr 14An unknown buyer acquired 15% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) from Gulf Investments Limited.An unknown buyer acquired 15% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) from Gulf Investments Limited on April 13, 2022. Post completion, Gulf Investments Limited hold no stake in Public Joint Stock Company Detsky Mir. An unknown buyer completed the acquisition of 15% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) from Gulf Investments Limited on April 13, 2022.더 많은 업데이트 보기Recent updates공시 • May 31Public Joint Stock Company Detsky Mir (MISX:DSKY) completed the spin-off of LLC Detsky Mir.The board of Public Joint Stock Company Detsky Mir (MISX:DSKY) intent to spin-off LLC Detsky Mir on November 7, 2022. Detsky Mir plans a reorganization into a private firm in the form of a spin-off of LLC Detsky Mir as a subsidiary operating company and as a result of the reorganization, LLC Detsky Mir will receive assets required to conduct business activities. Upon completion of the reorganization, it is planned that shareholders of the public company Detsky Mir will be offered the opportunity to exchange their shares for shares in a subsidiary of PJSC Detsky Mir that will hold a 100% interest in the private company LLC Detsky Mir. The procedure assumes a reorganization of PJSC Detsky Mir, gradual transition of shareholders from the public company PJSC Detsky Mir to a non-public company LLC Detsky Mir and a tender offer for shareholders of PJSC Detsky Mir who have not transferred to LLC Detsky Mir. Following these steps, PJSC Detsky Mir may be liquidated subject to receipt of all necessary corporate approvals. Detsky Mir will continue its operations in children’s food and non-food product retail and will be able to focus on developing its existing retail chain, as well as to manage its business in an efficient and flexible way, The Board of Directors plans to recommend that, at an Extraordinary General Meeting of Shareholders (EGM), the company’s shareholders approve the launch of the reorganization of PJSC Detsky Mir in the form of a spin-off of LLC Detsky Mir as a subsidiary operating company. If approved by the EGM, the reorganization will be completed within approximately six months of the EGM decision. On December 29, 2022, The shareholders approve the transaction. The EGM resolved to approve the new charter of PJSC Detsky Mir and the reorganization of PJSC Detsky Mir in the form of a spin-off of LLC DM as a subsidiary operating company. Public Joint Stock Company Detsky Mir (MISX:DSKY) completed the spin-off of LLC Detsky Mir on May 30, 2023.Reported Earnings • Jun 07First quarter 2022 earnings releasedFirst quarter 2022 results: ₽0.76 loss per share. Revenue: ₽37.9b (up 6.1% from 1Q 2021). Net loss: ₽555.0m (down 143% from profit in 1Q 2021). Over the next year, revenue is forecast to grow 17%, compared to a 7.7% growth forecast for the industry in Russia. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.공시 • May 07Public Joint Stock Company Detsky Mir to Report Q3, 2022 Results on Nov 07, 2022Public Joint Stock Company Detsky Mir announced that they will report Q3, 2022 results on Nov 07, 2022Board Change • Apr 27High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 2 experienced directors. No highly experienced directors. Non-Executive Director Tony Maher is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.공시 • Apr 15+ 1 more updatePublic Joint Stock Company Detsky Mir to Report Q1, 2022 Results on May 16, 2022Public Joint Stock Company Detsky Mir announced that they will report Q1, 2022 results on May 16, 2022공시 • Apr 14An unknown buyer acquired 15% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) from Gulf Investments Limited.An unknown buyer acquired 15% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) from Gulf Investments Limited on April 13, 2022. Post completion, Gulf Investments Limited hold no stake in Public Joint Stock Company Detsky Mir. An unknown buyer completed the acquisition of 15% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) from Gulf Investments Limited on April 13, 2022.Buying Opportunity • Apr 08Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 33%. The fair value is estimated to be ₽107, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 5.9% per annum over the same time period.Valuation Update With 7 Day Price Move • Apr 01Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₽87.50, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Specialty Retail industry in Europe. Total returns to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₽107 per share.Price Target Changed • Mar 24Price target decreased to ₽135Down from ₽152, the current price target is an average from 6 analysts. New target price is 69% above last closing price of ₽79.66. Stock is down 42% over the past year.Board Change • Mar 24High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 2 experienced directors. No highly experienced directors. Non-Executive Director Tony Maher is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Price Target Changed • Mar 10Price target decreased to ₽137Down from ₽158, the current price target is an average from 7 analysts. New target price is 60% above last closing price of ₽85.60. Stock is down 39% over the past year. The company is forecast to post earnings per share of ₽15.28 for next year compared to ₽9.19 last year.공시 • Mar 04Detsky Mir Group of Companies Announces Board ChangesGeorgy Kononov has been appointed the Operating Director and a member of the Management Board of Detsky Mir Group. He replaced Sergey Li in this position and officially assumed the position of Operating Director of Detsky Mir Group on March 1, 2022. G. Kononov will be responsible for the further development of various formats of stores and sales channels of the Group, increasing the efficiency of the use of retail space, as well as for the introduction of modern technologies and acceleration of digital transformation. Prior to his appointment as Chief Operating Officer, G. Kononov held the position of Director of the Retail Development and Support Department of Detsky Mir Group of Companies. Prior to joining Detsky Mir, he held the position of Director of the Department for the development of retail formats of the M. Video and Eldorado brands.Valuation Update With 7 Day Price Move • Feb 22Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to ₽92.00, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the Specialty Retail industry in Europe. Total returns to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₽149 per share.Price Target Changed • Feb 11Price target decreased to ₽155Down from ₽168, the current price target is an average from 7 analysts. New target price is 41% above last closing price of ₽110. Stock is down 24% over the past year. The company is forecast to post earnings per share of ₽16.81 for next year compared to ₽9.19 last year.분석 기사 • Feb 10Is There An Opportunity With Public Joint Stock Company Detsky Mir's (MCX:DSKY) 27% Undervaluation?In this article we are going to estimate the intrinsic value of Public Joint Stock Company Detsky Mir ( MCX:DSKY ) by...공시 • Feb 09Public Joint Stock Company Detsky Mir (MISX:DSKY) announces an Equity Buyback for RUB 3,500 million worth of its shares.Public Joint Stock Company Detsky Mir (MISX:DSKY) announces a share repurchase program. Under the program, the company will repurchase up to RUB 3,500 million worth of its shares. The company expects that the shares acquired under the program will subsequently be redeemed subject to all applicable restrictions and regulations. The program for a period until August 9, 2022.Valuation Update With 7 Day Price Move • Jan 24Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₽100, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Specialty Retail industry in Europe. Total returns to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₽155 per share.분석 기사 • Dec 20Detsky Mir (MCX:DSKY) Has A Pretty Healthy Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...공시 • Nov 24Storale Limited acquired 14.9% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY).Storale Limited acquired 14.9% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) on November 23, 2021. Storale Limited completed the acquisition of 14.9% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) on November 23, 2021.Reported Earnings • Aug 28Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₽37.4b (up 30% from 2Q 2020). Net income: ₽3.82b (up 419% from 2Q 2020). Profit margin: 10% (up from 2.6% in 2Q 2020). The increase in margin was driven by higher revenue.공시 • Jun 03Altus Capital completed the acquisition of an additional 4.99% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY).Altus Capital agreed to acquire an additional 4.99% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) on April 2, 2021. Altus Capital entered into a legally binding agreement to acquire an additional 4.99% stake in Public Joint Stock Company Detsky Mir on April 26, 2021. The transaction was approved by Russia's Federal Anti-monopoly Service. The transaction is expected to be completed shortly. Altus Capital completed the acquisition of an additional 4.99% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) on June 2, 2021.Reported Earnings • May 05First quarter 2021 earnings released: EPS ₽1.76The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ₽35.7b (up 15% from 1Q 2020). Net income: ₽1.29b (up ₽1.65b from 1Q 2020). Profit margin: 3.6% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Mar 03Full year 2020 earnings released: EPS ₽9.19 (vs ₽8.89 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: ₽142.9b (up 11% from FY 2019). Net income: ₽6.75b (up 3.2% from FY 2019). Profit margin: 4.7% (down from 5.1% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Mar 03Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 0.4%. Earnings per share (EPS) also surpassed analyst estimates by 13%. Over the next year, revenue is forecast to grow 12%, compared to a 8.1% growth forecast for the Specialty Retail industry in Russia.공시 • Feb 23Public Joint Stock Company Detsky Mir to Report Fiscal Year 2020 Results on Mar 01, 2021Public Joint Stock Company Detsky Mir announced that they will report fiscal year 2020 results on Mar 01, 2021공시 • Dec 30+ 2 more updatesAltus Capital completed the acquisition of additional 25% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY).Altus Capital signed an agreement to acquire additional 25% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) on December 18, 2020. Altus Capital completed the acquisition of additional 25% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) on December 28, 2020.공시 • Dec 18Altus Capital completed the acquisition of a 25% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY).Altus Capital made an offer to acquire a 29.9% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) for RUB 35.4 billion on November 30, 2020. Under the terms, Altus will acquire 220.961 million shares in Detsky Mir at RUB 160 per share. As of December 11, 2020, Altus Capital revised its offer. As per revised offer, Altus Capital made an offer to acquire a 25% stake in Public Joint Stock Company Detsky Mir for RUB 29.6 billion on December 11, 2020. The Offeror will use external financing to purchase the Shares. The transaction is subject to customary closing conditions, including approval from Russian antitrust watchdog for regulatory clearance. Public Joint Stock Company Detsky Mir has formed a special committee composed of Maria Davydova, Evgeniy Madorskiy And Alexander Shevchuk to review implications of offer and to explore strategic alternatives available to company's shareholders. The tender offer will run from December 3, 2020 till December 18, 2020. As of December 11, 2020, tender offer period has been extended to December 24, 2020. Goldman Sachs International acted as a lead financial advisor and Herbert Smith Freehills acted as a legal advisor to the special committee of Public Joint Stock Company Detsky Mir. Altus Capital completed the acquisition of a 25% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) on December 16, 2020.Is New 90 Day High Low • Dec 07New 90-day high: ₽143The company is up 29% from its price of ₽110 on 08 September 2020. The Russian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽85.48 per share.Is New 90 Day High Low • Nov 20New 90-day high: ₽127The company is up 5.0% from its price of ₽121 on 21 August 2020. The Russian market is flat over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Specialty Retail industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽82.87 per share.Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS ₽2.78The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: ₽38.5b (up 14% from 3Q 2019). Net income: ₽2.04b (down 5.1% from 3Q 2019). Profit margin: 5.3% (down from 6.3% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 4% per year.공시 • Sep 04+ 1 more updatePublic Joint Stock Company Detsky Mir has completed a Follow-on Equity Offering in the amount of RUB 20.692 billion.Public Joint Stock Company Detsky Mir has completed a Follow-on Equity Offering in the amount of RUB 20.692 billion. Security Name: Shares Security Type: Common Stock Securities Offered: 184,750,001 Price\Range: RUB 112공시 • Jun 22An unknown buyer acquired 13% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) from Sistema Public Joint Stock Financial Corporation (MISX:AFKS).An unknown buyer acquired 13% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) from Sistema Public Joint Stock Financial Corporation (MISX:AFKS) on June 19, 2020. As part of the transaction, Sistema’s ownership stake in Detsky Mir has decreased from 33.38% to 20.38%. An unknown buyer completed the acquisition of 13% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) from Sistema Public Joint Stock Financial Corporation (MISX:AFKS) on June 19, 2020.주주 수익률DSKYRU Specialty RetailRU 시장7D0%3.1%2.4%1Y-42.7%3.0%12.6%전체 주주 수익률 보기수익률 대 산업: DSKY은 지난 1년 동안 3%의 수익을 기록한 Russian Specialty Retail 산업보다 저조한 성과를 냈습니다.수익률 대 시장: DSKY은 지난 1년 동안 12.6%를 기록한 Russian 시장보다 저조한 성과를 냈습니다.주가 변동성Is DSKY's price volatile compared to industry and market?DSKY volatilityDSKY Average Weekly Movementn/aSpecialty Retail Industry Average Movement5.2%Market Average Movement5.4%10% most volatile stocks in RU Market10.9%10% least volatile stocks in RU Market2.9%안정적인 주가: DSKY는 지난 3개월 동안 Russian 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: Insufficient data to determine DSKY의 변동성 변화를 판단할 수 없습니다.회사 소개설립직원 수CEO웹사이트194715,067Maria Davydovawww.detmir.ru더 보기Public Joint Stock Company Detsky Mir 기초 지표 요약Detsky Mir의 순이익과 매출은 시가총액과 어떻게 비교됩니까?DSKY 기초 통계시가총액₽55.29b순이익 (TTM)₽9.05b매출 (TTM)₽166.48b6.1x주가수익비율(P/E)0.3x주가매출비율(P/S)DSKY는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표DSKY 손익계산서 (TTM)매출₽166.48b매출원가₽116.03b총이익₽50.45b기타 비용₽41.39b순이익₽9.05b최근 보고된 실적Mar 31, 2022다음 실적 발표일Nov 07, 2022주당순이익(EPS)12.31총이익률30.30%순이익률5.44%부채/자본 비율-1,892.2%DSKY의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당15.0%현재 배당 수익률92%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2022/10/05 18:58종가2022/07/08 00:00수익2022/03/31연간 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 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 소스Public Joint Stock Company Detsky Mir는 6명의 분석가가 다루고 있습니다. 이 중 명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Ilya OgorodnikovBofA Global ResearchYulia GerasimovaGoldman SachsElena JouronovaJ.P. Morgan3명의 분석가 더 보기
공시 • May 31Public Joint Stock Company Detsky Mir (MISX:DSKY) completed the spin-off of LLC Detsky Mir.The board of Public Joint Stock Company Detsky Mir (MISX:DSKY) intent to spin-off LLC Detsky Mir on November 7, 2022. Detsky Mir plans a reorganization into a private firm in the form of a spin-off of LLC Detsky Mir as a subsidiary operating company and as a result of the reorganization, LLC Detsky Mir will receive assets required to conduct business activities. Upon completion of the reorganization, it is planned that shareholders of the public company Detsky Mir will be offered the opportunity to exchange their shares for shares in a subsidiary of PJSC Detsky Mir that will hold a 100% interest in the private company LLC Detsky Mir. The procedure assumes a reorganization of PJSC Detsky Mir, gradual transition of shareholders from the public company PJSC Detsky Mir to a non-public company LLC Detsky Mir and a tender offer for shareholders of PJSC Detsky Mir who have not transferred to LLC Detsky Mir. Following these steps, PJSC Detsky Mir may be liquidated subject to receipt of all necessary corporate approvals. Detsky Mir will continue its operations in children’s food and non-food product retail and will be able to focus on developing its existing retail chain, as well as to manage its business in an efficient and flexible way, The Board of Directors plans to recommend that, at an Extraordinary General Meeting of Shareholders (EGM), the company’s shareholders approve the launch of the reorganization of PJSC Detsky Mir in the form of a spin-off of LLC Detsky Mir as a subsidiary operating company. If approved by the EGM, the reorganization will be completed within approximately six months of the EGM decision. On December 29, 2022, The shareholders approve the transaction. The EGM resolved to approve the new charter of PJSC Detsky Mir and the reorganization of PJSC Detsky Mir in the form of a spin-off of LLC DM as a subsidiary operating company. Public Joint Stock Company Detsky Mir (MISX:DSKY) completed the spin-off of LLC Detsky Mir on May 30, 2023.
Reported Earnings • Jun 07First quarter 2022 earnings releasedFirst quarter 2022 results: ₽0.76 loss per share. Revenue: ₽37.9b (up 6.1% from 1Q 2021). Net loss: ₽555.0m (down 143% from profit in 1Q 2021). Over the next year, revenue is forecast to grow 17%, compared to a 7.7% growth forecast for the industry in Russia. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
공시 • May 07Public Joint Stock Company Detsky Mir to Report Q3, 2022 Results on Nov 07, 2022Public Joint Stock Company Detsky Mir announced that they will report Q3, 2022 results on Nov 07, 2022
Board Change • Apr 27High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 2 experienced directors. No highly experienced directors. Non-Executive Director Tony Maher is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
공시 • Apr 15+ 1 more updatePublic Joint Stock Company Detsky Mir to Report Q1, 2022 Results on May 16, 2022Public Joint Stock Company Detsky Mir announced that they will report Q1, 2022 results on May 16, 2022
공시 • Apr 14An unknown buyer acquired 15% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) from Gulf Investments Limited.An unknown buyer acquired 15% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) from Gulf Investments Limited on April 13, 2022. Post completion, Gulf Investments Limited hold no stake in Public Joint Stock Company Detsky Mir. An unknown buyer completed the acquisition of 15% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) from Gulf Investments Limited on April 13, 2022.
공시 • May 31Public Joint Stock Company Detsky Mir (MISX:DSKY) completed the spin-off of LLC Detsky Mir.The board of Public Joint Stock Company Detsky Mir (MISX:DSKY) intent to spin-off LLC Detsky Mir on November 7, 2022. Detsky Mir plans a reorganization into a private firm in the form of a spin-off of LLC Detsky Mir as a subsidiary operating company and as a result of the reorganization, LLC Detsky Mir will receive assets required to conduct business activities. Upon completion of the reorganization, it is planned that shareholders of the public company Detsky Mir will be offered the opportunity to exchange their shares for shares in a subsidiary of PJSC Detsky Mir that will hold a 100% interest in the private company LLC Detsky Mir. The procedure assumes a reorganization of PJSC Detsky Mir, gradual transition of shareholders from the public company PJSC Detsky Mir to a non-public company LLC Detsky Mir and a tender offer for shareholders of PJSC Detsky Mir who have not transferred to LLC Detsky Mir. Following these steps, PJSC Detsky Mir may be liquidated subject to receipt of all necessary corporate approvals. Detsky Mir will continue its operations in children’s food and non-food product retail and will be able to focus on developing its existing retail chain, as well as to manage its business in an efficient and flexible way, The Board of Directors plans to recommend that, at an Extraordinary General Meeting of Shareholders (EGM), the company’s shareholders approve the launch of the reorganization of PJSC Detsky Mir in the form of a spin-off of LLC Detsky Mir as a subsidiary operating company. If approved by the EGM, the reorganization will be completed within approximately six months of the EGM decision. On December 29, 2022, The shareholders approve the transaction. The EGM resolved to approve the new charter of PJSC Detsky Mir and the reorganization of PJSC Detsky Mir in the form of a spin-off of LLC DM as a subsidiary operating company. Public Joint Stock Company Detsky Mir (MISX:DSKY) completed the spin-off of LLC Detsky Mir on May 30, 2023.
Reported Earnings • Jun 07First quarter 2022 earnings releasedFirst quarter 2022 results: ₽0.76 loss per share. Revenue: ₽37.9b (up 6.1% from 1Q 2021). Net loss: ₽555.0m (down 143% from profit in 1Q 2021). Over the next year, revenue is forecast to grow 17%, compared to a 7.7% growth forecast for the industry in Russia. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
공시 • May 07Public Joint Stock Company Detsky Mir to Report Q3, 2022 Results on Nov 07, 2022Public Joint Stock Company Detsky Mir announced that they will report Q3, 2022 results on Nov 07, 2022
Board Change • Apr 27High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 2 experienced directors. No highly experienced directors. Non-Executive Director Tony Maher is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
공시 • Apr 15+ 1 more updatePublic Joint Stock Company Detsky Mir to Report Q1, 2022 Results on May 16, 2022Public Joint Stock Company Detsky Mir announced that they will report Q1, 2022 results on May 16, 2022
공시 • Apr 14An unknown buyer acquired 15% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) from Gulf Investments Limited.An unknown buyer acquired 15% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) from Gulf Investments Limited on April 13, 2022. Post completion, Gulf Investments Limited hold no stake in Public Joint Stock Company Detsky Mir. An unknown buyer completed the acquisition of 15% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) from Gulf Investments Limited on April 13, 2022.
Buying Opportunity • Apr 08Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 33%. The fair value is estimated to be ₽107, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 5.9% per annum over the same time period.
Valuation Update With 7 Day Price Move • Apr 01Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₽87.50, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Specialty Retail industry in Europe. Total returns to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₽107 per share.
Price Target Changed • Mar 24Price target decreased to ₽135Down from ₽152, the current price target is an average from 6 analysts. New target price is 69% above last closing price of ₽79.66. Stock is down 42% over the past year.
Board Change • Mar 24High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 2 experienced directors. No highly experienced directors. Non-Executive Director Tony Maher is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Price Target Changed • Mar 10Price target decreased to ₽137Down from ₽158, the current price target is an average from 7 analysts. New target price is 60% above last closing price of ₽85.60. Stock is down 39% over the past year. The company is forecast to post earnings per share of ₽15.28 for next year compared to ₽9.19 last year.
공시 • Mar 04Detsky Mir Group of Companies Announces Board ChangesGeorgy Kononov has been appointed the Operating Director and a member of the Management Board of Detsky Mir Group. He replaced Sergey Li in this position and officially assumed the position of Operating Director of Detsky Mir Group on March 1, 2022. G. Kononov will be responsible for the further development of various formats of stores and sales channels of the Group, increasing the efficiency of the use of retail space, as well as for the introduction of modern technologies and acceleration of digital transformation. Prior to his appointment as Chief Operating Officer, G. Kononov held the position of Director of the Retail Development and Support Department of Detsky Mir Group of Companies. Prior to joining Detsky Mir, he held the position of Director of the Department for the development of retail formats of the M. Video and Eldorado brands.
Valuation Update With 7 Day Price Move • Feb 22Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to ₽92.00, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the Specialty Retail industry in Europe. Total returns to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₽149 per share.
Price Target Changed • Feb 11Price target decreased to ₽155Down from ₽168, the current price target is an average from 7 analysts. New target price is 41% above last closing price of ₽110. Stock is down 24% over the past year. The company is forecast to post earnings per share of ₽16.81 for next year compared to ₽9.19 last year.
분석 기사 • Feb 10Is There An Opportunity With Public Joint Stock Company Detsky Mir's (MCX:DSKY) 27% Undervaluation?In this article we are going to estimate the intrinsic value of Public Joint Stock Company Detsky Mir ( MCX:DSKY ) by...
공시 • Feb 09Public Joint Stock Company Detsky Mir (MISX:DSKY) announces an Equity Buyback for RUB 3,500 million worth of its shares.Public Joint Stock Company Detsky Mir (MISX:DSKY) announces a share repurchase program. Under the program, the company will repurchase up to RUB 3,500 million worth of its shares. The company expects that the shares acquired under the program will subsequently be redeemed subject to all applicable restrictions and regulations. The program for a period until August 9, 2022.
Valuation Update With 7 Day Price Move • Jan 24Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₽100, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Specialty Retail industry in Europe. Total returns to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₽155 per share.
분석 기사 • Dec 20Detsky Mir (MCX:DSKY) Has A Pretty Healthy Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
공시 • Nov 24Storale Limited acquired 14.9% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY).Storale Limited acquired 14.9% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) on November 23, 2021. Storale Limited completed the acquisition of 14.9% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) on November 23, 2021.
Reported Earnings • Aug 28Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₽37.4b (up 30% from 2Q 2020). Net income: ₽3.82b (up 419% from 2Q 2020). Profit margin: 10% (up from 2.6% in 2Q 2020). The increase in margin was driven by higher revenue.
공시 • Jun 03Altus Capital completed the acquisition of an additional 4.99% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY).Altus Capital agreed to acquire an additional 4.99% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) on April 2, 2021. Altus Capital entered into a legally binding agreement to acquire an additional 4.99% stake in Public Joint Stock Company Detsky Mir on April 26, 2021. The transaction was approved by Russia's Federal Anti-monopoly Service. The transaction is expected to be completed shortly. Altus Capital completed the acquisition of an additional 4.99% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) on June 2, 2021.
Reported Earnings • May 05First quarter 2021 earnings released: EPS ₽1.76The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ₽35.7b (up 15% from 1Q 2020). Net income: ₽1.29b (up ₽1.65b from 1Q 2020). Profit margin: 3.6% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Mar 03Full year 2020 earnings released: EPS ₽9.19 (vs ₽8.89 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: ₽142.9b (up 11% from FY 2019). Net income: ₽6.75b (up 3.2% from FY 2019). Profit margin: 4.7% (down from 5.1% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Mar 03Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 0.4%. Earnings per share (EPS) also surpassed analyst estimates by 13%. Over the next year, revenue is forecast to grow 12%, compared to a 8.1% growth forecast for the Specialty Retail industry in Russia.
공시 • Feb 23Public Joint Stock Company Detsky Mir to Report Fiscal Year 2020 Results on Mar 01, 2021Public Joint Stock Company Detsky Mir announced that they will report fiscal year 2020 results on Mar 01, 2021
공시 • Dec 30+ 2 more updatesAltus Capital completed the acquisition of additional 25% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY).Altus Capital signed an agreement to acquire additional 25% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) on December 18, 2020. Altus Capital completed the acquisition of additional 25% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) on December 28, 2020.
공시 • Dec 18Altus Capital completed the acquisition of a 25% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY).Altus Capital made an offer to acquire a 29.9% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) for RUB 35.4 billion on November 30, 2020. Under the terms, Altus will acquire 220.961 million shares in Detsky Mir at RUB 160 per share. As of December 11, 2020, Altus Capital revised its offer. As per revised offer, Altus Capital made an offer to acquire a 25% stake in Public Joint Stock Company Detsky Mir for RUB 29.6 billion on December 11, 2020. The Offeror will use external financing to purchase the Shares. The transaction is subject to customary closing conditions, including approval from Russian antitrust watchdog for regulatory clearance. Public Joint Stock Company Detsky Mir has formed a special committee composed of Maria Davydova, Evgeniy Madorskiy And Alexander Shevchuk to review implications of offer and to explore strategic alternatives available to company's shareholders. The tender offer will run from December 3, 2020 till December 18, 2020. As of December 11, 2020, tender offer period has been extended to December 24, 2020. Goldman Sachs International acted as a lead financial advisor and Herbert Smith Freehills acted as a legal advisor to the special committee of Public Joint Stock Company Detsky Mir. Altus Capital completed the acquisition of a 25% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) on December 16, 2020.
Is New 90 Day High Low • Dec 07New 90-day high: ₽143The company is up 29% from its price of ₽110 on 08 September 2020. The Russian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽85.48 per share.
Is New 90 Day High Low • Nov 20New 90-day high: ₽127The company is up 5.0% from its price of ₽121 on 21 August 2020. The Russian market is flat over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Specialty Retail industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽82.87 per share.
Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS ₽2.78The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: ₽38.5b (up 14% from 3Q 2019). Net income: ₽2.04b (down 5.1% from 3Q 2019). Profit margin: 5.3% (down from 6.3% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 4% per year.
공시 • Sep 04+ 1 more updatePublic Joint Stock Company Detsky Mir has completed a Follow-on Equity Offering in the amount of RUB 20.692 billion.Public Joint Stock Company Detsky Mir has completed a Follow-on Equity Offering in the amount of RUB 20.692 billion. Security Name: Shares Security Type: Common Stock Securities Offered: 184,750,001 Price\Range: RUB 112
공시 • Jun 22An unknown buyer acquired 13% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) from Sistema Public Joint Stock Financial Corporation (MISX:AFKS).An unknown buyer acquired 13% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) from Sistema Public Joint Stock Financial Corporation (MISX:AFKS) on June 19, 2020. As part of the transaction, Sistema’s ownership stake in Detsky Mir has decreased from 33.38% to 20.38%. An unknown buyer completed the acquisition of 13% stake in Public Joint Stock Company Detsky Mir (MISX:DSKY) from Sistema Public Joint Stock Financial Corporation (MISX:AFKS) on June 19, 2020.
