View ValuationRostelecom 향후 성장Future 기준 점검 3/6Rostelecom의 수익이 할 전망입니다. 주당 순이익은 성장 연간 24.3%만큼 감소할 것으로 예상됩니다.핵심 정보25.3%이익 성장률24.32%EPS 성장률Telecom 이익 성장21.1%매출 성장률n/a향후 자기자본이익률17.20%애널리스트 커버리지Low마지막 업데이트n/a최근 향후 성장 업데이트Price Target Changed • Jun 19Price target decreased to ₽105Down from ₽114, the current price target is an average from 3 analysts. New target price is 75% above last closing price of ₽59.83. Stock is down 41% over the past year. The company is forecast to post earnings per share of ₽12.73 for next year compared to ₽8.50 last year.Major Estimate Revision • Feb 16Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate fell from ₽10.58 to ₽9.08 per share. Revenue forecast steady at ₽575.3b. Net income forecast to grow 37% next year vs 1.7% growth forecast for Telecom industry in Russian Federation. Consensus price target down from ₽119 to ₽115. Share price fell 2.6% to ₽72.43 over the past week.Major Estimate Revision • Aug 05Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate increased from ₽9.59 to ₽11.87. Revenue forecast steady at ₽575.1b. Net income forecast to grow 29% next year vs 8.0% growth forecast for Telecom industry in Russian Federation. Consensus price target of ₽115 unchanged from last update. Share price rose 2.9% to ₽96.51 over the past week.모든 업데이트 보기Recent updates공지 • Jun 25Public Joint Stock Company Rostelecom, Annual General Meeting, Jul 24, 2025Public Joint Stock Company Rostelecom, Annual General Meeting, Jul 24, 2025.공지 • Jun 17+ 1 more updatePublic Joint Stock Company Rostelecom to Report Q2, 2025 Results on Aug 06, 2025Public Joint Stock Company Rostelecom announced that they will report Q2, 2025 results on Aug 06, 2025공지 • Dec 25Public Joint Stock Company Rostelecom (MISX:RTKM) acquired 37.50% stake in First Data, LLC.Public Joint Stock Company Rostelecom (MISX:RTKM) acquired 37.50% stake in First Data, LLC on December 23, 2024. Rostelecom also received the right to subsequently increase its stake to 75%. For the period ending December 31, 2023, First Data, LLC reported total revenue of RUB 258.2 million and net income of RUB 16.7 million. Public Joint Stock Company Rostelecom (MISX:RTKM) completed the acquisition of 37.50% stake in First Data, LLC on December 23, 2024.공지 • Oct 04Rostelecom Appoints Medvedev as New ChairmanRostelecom announced that its management board has elected Dmitry Medvedev chairman. Medvedev is currently deputy chairman of the Security Council of the Russian Federation and was president of Russia from 2008 to 2012.공지 • Aug 14Public Joint Stock Company Rostelecom, Annual General Meeting, Sep 16, 2024Public Joint Stock Company Rostelecom, Annual General Meeting, Sep 16, 2024.공지 • Jul 31+ 1 more updatePublic Joint Stock Company Rostelecom to Report Q2, 2024 Results on Aug 14, 2024Public Joint Stock Company Rostelecom announced that they will report Q2, 2024 results on Aug 14, 2024공지 • Oct 18Public Joint Stock Company Rostelecom, Annual General Meeting, Nov 20, 2023Public Joint Stock Company Rostelecom, Annual General Meeting, Nov 20, 2023.공지 • May 05Public Joint Stock Company Rostelecom (MISX:RTKM) acquired remaining 49.9% stake in Inform LLC from PJSC LUKOIL (MISX:LKOH).Public Joint Stock Company Rostelecom (MISX:RTKM) acquired remaining 49.9% stake in Inform LLC from PJSC LUKOIL (MISX:LKOH) on May 3, 2023. Public Joint Stock Company Rostelecom (MISX:RTKM) completed the acquisition of remaining 49.9% stake in Inform LLC from PJSC LUKOIL (MISX:LKOH) on May 3, 2023.공지 • Jan 31Rostelecom Reportedly in Talks to Buy MegaFon from USMPublic Joint Stock Company Rostelecom (MISX:RTKM) is holding negotiations to acquire Public Joint Stock Company MegaFon (MISX:MFON) from USM Holdings Limited with other investors also interested, business daily Kommersant reported on January 30, 2023 quoting sources. USM has already started restructuring its telecommunications assets, the daily said. A source close to USM said that the offers to buy MegaFon have been coming for years. “It is logical that there are always bidders for the company. Any offer, certainly, and sale options will be considered, but, of course, everything depends on conditions," the source said. The Federal Antimonopoly Service told the daily it has not received an application from Rostelecom to acquire MegaFon. Mobile Research Group leading analyst Eldar Murtazin told PRIME that the country's laws would hardly allow Rostelecom to acquire MegaFon that will result in creation of a monopolist and restriction of competition. “The deal is impossible in the framework of the existing laws," Murtazin said, adding that the limitation may be lifted in theory, but is complicated in practice. “If the government wanted to back its efforts in the telecoms sphere, it would be easier for them to buy any operator with the help of other firms. Creation of such a `champion' in Rostelecom is pointless," the analyst said.Price Target Changed • Jun 19Price target decreased to ₽105Down from ₽114, the current price target is an average from 3 analysts. New target price is 75% above last closing price of ₽59.83. Stock is down 41% over the past year. The company is forecast to post earnings per share of ₽12.73 for next year compared to ₽8.50 last year.Board Change • Apr 27Less 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, 2 were independent directors. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Anton Ustinov 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.Board Change • Mar 24Less 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, 2 were independent directors. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Anton Ustinov 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.Reported Earnings • Mar 06Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: ₽8.50 (up from ₽7.42 in FY 2020). Revenue: ₽580.1b (up 6.1% from FY 2020). Net income: ₽28.5b (up 23% from FY 2020). Profit margin: 4.9% (up from 4.3% in FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.5%. Over the next year, revenue is forecast to grow 4.3%, compared to a 13% growth forecast for the industry in Russia. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has fallen by 1% per year.분석 기사 • Feb 21Rostelecom (MCX:RTKM) Seems To Be Using A Lot Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Major Estimate Revision • Feb 16Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate fell from ₽10.58 to ₽9.08 per share. Revenue forecast steady at ₽575.3b. Net income forecast to grow 37% next year vs 1.7% growth forecast for Telecom industry in Russian Federation. Consensus price target down from ₽119 to ₽115. Share price fell 2.6% to ₽72.43 over the past week.분석 기사 • Nov 23Rostelecom (MCX:RTKM) Has A Somewhat Strained Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS ₽2.28 (vs ₽3.47 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: ₽141.2b (up 4.6% from 3Q 2020). Net income: ₽7.71b (down 34% from 3Q 2020). Profit margin: 5.5% (down from 8.7% in 3Q 2020). 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 whereas the company’s share price has increased by 9% per year.분석 기사 • Sep 09If You Like EPS Growth Then Check Out Rostelecom (MCX:RTKM) Before It's Too LateSome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...분석 기사 • Aug 16Here's Why Rostelecom (MCX:RTKM) Is Weighed Down By Its Debt LoadDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Aug 06Second quarter 2021 earnings released: EPS ₽3.21 (vs ₽2.28 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₽138.6b (up 8.9% from 2Q 2020). Net income: ₽10.7b (up 44% from 2Q 2020). Profit margin: 7.8% (up from 5.9% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.Major Estimate Revision • Aug 05Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate increased from ₽9.59 to ₽11.87. Revenue forecast steady at ₽575.1b. Net income forecast to grow 29% next year vs 8.0% growth forecast for Telecom industry in Russian Federation. Consensus price target of ₽115 unchanged from last update. Share price rose 2.9% to ₽96.51 over the past week.Executive Departure • Jul 06Member of Audit Commission Anton Dmitriev has left the companyOn the 29th of June, Anton Dmitriev's tenure as Member of Audit Commission ended. We don't have any record of a personal shareholding under Anton's name. A total of 8 executives have left over the last 12 months. The current median tenure of the management team is 4.33 years.Executive Departure • Jul 06Member of the Audit Commission Ilya Karpov has left the companyOn the 29th of June, Ilya Karpov's tenure as Member of the Audit Commission ended. We don't have any record of a personal shareholding under Ilya's name. A total of 8 executives have left over the last 12 months. The current median tenure of the management team is 4.33 years.Executive Departure • Jul 06Director Alexey Ivanchenko has left the companyOn the 29th of June, Alexey Ivanchenko's tenure as Director ended after 2.0 years in the role. We don't have any record of a personal shareholding under Alexey's name. A total of 8 executives have left over the last 12 months. The current median tenure of the management team is 4.33 years.분석 기사 • Jun 02With EPS Growth And More, Rostelecom (MCX:RTKM) Is InterestingFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Reported Earnings • May 15First quarter 2021 earnings released: EPS ₽3.46 (vs ₽2.91 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ₽132.0b (up 8.5% from 1Q 2020). Net income: ₽11.6b (up 54% from 1Q 2020). Profit margin: 8.8% (up from 6.2% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • May 12Rostelecom (MCX:RTKM) Takes On Some Risk With Its Use Of DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Reported Earnings • Mar 10Full year 2020 earnings released: EPS ₽7.42 (vs ₽6.38 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: ₽546.9b (up 62% from FY 2019). Net income: ₽23.3b (up 58% from FY 2019). Profit margin: 4.3% (down from 4.4% 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 2% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Mar 10Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) missed analyst estimates by 19%. Over the next year, revenue is forecast to grow 5.8%, compared to a 5.4% growth forecast for the Telecom industry in Russia.Is New 90 Day High Low • Feb 24New 90-day high: ₽109The company is up 15% from its price of ₽95.00 on 26 November 2020. The Russian market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽251 per share.분석 기사 • Feb 04Are Investors Undervaluing Public Joint Stock Company Rostelecom (MCX:RTKM) By 48%?Does the February share price for Public Joint Stock Company Rostelecom ( MCX:RTKM ) reflect what it's really worth...Is New 90 Day High Low • Jan 22New 90-day high: ₽102The company is up 7.0% from its price of ₽95.50 on 23 October 2020. The Russian market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽200 per share.분석 기사 • Jan 15Here's Why Rostelecom (MCX:RTKM) Is Weighed Down By Its Debt LoadHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Is New 90 Day High Low • Jan 05New 90-day high: ₽101The company is up 6.0% from its price of ₽95.21 on 07 October 2020. The Russian market is up 14% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Telecom industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽198 per share.분석 기사 • Dec 23Rostelecom (MCX:RTKM) Has Compensated Shareholders With A Respectable 78% Return On Their InvestmentBy buying an index fund, investors can approximate the average market return. But many of us dare to dream of bigger...분석 기사 • Dec 02What Do The Returns On Capital At Rostelecom (MCX:RTKM) Tell Us?If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Is New 90 Day High Low • Nov 02New 90-day low: ₽92.06The company is down 1.0% from its price of ₽92.75 on 04 August 2020. The Russian market is down 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽211 per share.이익 및 매출 성장 예측MISX:RTKM - 애널리스트 향후 추정치 및 과거 재무 데이터 (RUB Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2022556,01043,48638,700167,889112/31/2021580,09228,5494,630152,470N/A9/30/2021574,76927,2719,469152,872N/A6/30/2021568,54431,03015,319159,181N/A3/31/2021557,23427,6558,207148,980N/A12/31/2020546,88923,326803136,790N/A9/30/2020516,77424,441-7,161135,546N/A6/30/2020501,40721,635-9,734124,516N/A3/31/2020348,80914,7906,650101,469N/A12/31/2019475,75220,1816,554140,937N/A9/30/2019430,11523,83019,216122,021N/A6/30/2019389,90820,6108,039105,384N/A3/31/2019322,70315,911-4,95375,444N/A12/31/2018320,23914,1544,06577,244N/A9/30/2018317,09516,5482,83667,190N/A6/30/2018313,29514,6646,78566,939N/A3/31/2018311,09614,3547,01565,178N/A12/31/2017305,32913,69711,01771,769N/A9/30/2017301,62313,01510,29567,645N/A6/30/2017298,79013,1229,55667,810N/A3/31/2017295,41811,9075,56866,175N/A12/31/2016297,44611,7515,32067,177N/A9/30/2016298,05812,2732,38068,520N/A6/30/2016297,77310,2553,23372,322N/A3/31/2016298,10914,82215,03980,443N/A12/31/2015297,35513,94418,12480,850N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: RTKM 의 연간 예상 수익 증가율(25.3%)이 saving rate(7.5%)보다 높습니다.수익 vs 시장: RTKM 의 연간 수익(25.3%)이 Russian 시장(12.3%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: RTKM 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: RTKM 의 수익이 Russian 시장보다 빠르게 증가할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.고성장 매출: RTKM 의 수익이 연간 20%보다 빠르게 증가할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: RTKM의 자본 수익률은 3년 후 17.2%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTelecom 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2022/10/05 10:10종가2022/07/08 00:00수익2021/12/31연간 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 Rostelecom는 10명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Roman ArbuzovBarclaysJonathan DannBarclaysIgor SemenovDeutsche Bank7명의 분석가 더 보기
Price Target Changed • Jun 19Price target decreased to ₽105Down from ₽114, the current price target is an average from 3 analysts. New target price is 75% above last closing price of ₽59.83. Stock is down 41% over the past year. The company is forecast to post earnings per share of ₽12.73 for next year compared to ₽8.50 last year.
Major Estimate Revision • Feb 16Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate fell from ₽10.58 to ₽9.08 per share. Revenue forecast steady at ₽575.3b. Net income forecast to grow 37% next year vs 1.7% growth forecast for Telecom industry in Russian Federation. Consensus price target down from ₽119 to ₽115. Share price fell 2.6% to ₽72.43 over the past week.
Major Estimate Revision • Aug 05Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate increased from ₽9.59 to ₽11.87. Revenue forecast steady at ₽575.1b. Net income forecast to grow 29% next year vs 8.0% growth forecast for Telecom industry in Russian Federation. Consensus price target of ₽115 unchanged from last update. Share price rose 2.9% to ₽96.51 over the past week.
공지 • Jun 25Public Joint Stock Company Rostelecom, Annual General Meeting, Jul 24, 2025Public Joint Stock Company Rostelecom, Annual General Meeting, Jul 24, 2025.
공지 • Jun 17+ 1 more updatePublic Joint Stock Company Rostelecom to Report Q2, 2025 Results on Aug 06, 2025Public Joint Stock Company Rostelecom announced that they will report Q2, 2025 results on Aug 06, 2025
공지 • Dec 25Public Joint Stock Company Rostelecom (MISX:RTKM) acquired 37.50% stake in First Data, LLC.Public Joint Stock Company Rostelecom (MISX:RTKM) acquired 37.50% stake in First Data, LLC on December 23, 2024. Rostelecom also received the right to subsequently increase its stake to 75%. For the period ending December 31, 2023, First Data, LLC reported total revenue of RUB 258.2 million and net income of RUB 16.7 million. Public Joint Stock Company Rostelecom (MISX:RTKM) completed the acquisition of 37.50% stake in First Data, LLC on December 23, 2024.
공지 • Oct 04Rostelecom Appoints Medvedev as New ChairmanRostelecom announced that its management board has elected Dmitry Medvedev chairman. Medvedev is currently deputy chairman of the Security Council of the Russian Federation and was president of Russia from 2008 to 2012.
공지 • Aug 14Public Joint Stock Company Rostelecom, Annual General Meeting, Sep 16, 2024Public Joint Stock Company Rostelecom, Annual General Meeting, Sep 16, 2024.
공지 • Jul 31+ 1 more updatePublic Joint Stock Company Rostelecom to Report Q2, 2024 Results on Aug 14, 2024Public Joint Stock Company Rostelecom announced that they will report Q2, 2024 results on Aug 14, 2024
공지 • Oct 18Public Joint Stock Company Rostelecom, Annual General Meeting, Nov 20, 2023Public Joint Stock Company Rostelecom, Annual General Meeting, Nov 20, 2023.
공지 • May 05Public Joint Stock Company Rostelecom (MISX:RTKM) acquired remaining 49.9% stake in Inform LLC from PJSC LUKOIL (MISX:LKOH).Public Joint Stock Company Rostelecom (MISX:RTKM) acquired remaining 49.9% stake in Inform LLC from PJSC LUKOIL (MISX:LKOH) on May 3, 2023. Public Joint Stock Company Rostelecom (MISX:RTKM) completed the acquisition of remaining 49.9% stake in Inform LLC from PJSC LUKOIL (MISX:LKOH) on May 3, 2023.
공지 • Jan 31Rostelecom Reportedly in Talks to Buy MegaFon from USMPublic Joint Stock Company Rostelecom (MISX:RTKM) is holding negotiations to acquire Public Joint Stock Company MegaFon (MISX:MFON) from USM Holdings Limited with other investors also interested, business daily Kommersant reported on January 30, 2023 quoting sources. USM has already started restructuring its telecommunications assets, the daily said. A source close to USM said that the offers to buy MegaFon have been coming for years. “It is logical that there are always bidders for the company. Any offer, certainly, and sale options will be considered, but, of course, everything depends on conditions," the source said. The Federal Antimonopoly Service told the daily it has not received an application from Rostelecom to acquire MegaFon. Mobile Research Group leading analyst Eldar Murtazin told PRIME that the country's laws would hardly allow Rostelecom to acquire MegaFon that will result in creation of a monopolist and restriction of competition. “The deal is impossible in the framework of the existing laws," Murtazin said, adding that the limitation may be lifted in theory, but is complicated in practice. “If the government wanted to back its efforts in the telecoms sphere, it would be easier for them to buy any operator with the help of other firms. Creation of such a `champion' in Rostelecom is pointless," the analyst said.
Price Target Changed • Jun 19Price target decreased to ₽105Down from ₽114, the current price target is an average from 3 analysts. New target price is 75% above last closing price of ₽59.83. Stock is down 41% over the past year. The company is forecast to post earnings per share of ₽12.73 for next year compared to ₽8.50 last year.
Board Change • Apr 27Less 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, 2 were independent directors. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Anton Ustinov 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.
Board Change • Mar 24Less 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, 2 were independent directors. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Director Anton Ustinov 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.
Reported Earnings • Mar 06Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: ₽8.50 (up from ₽7.42 in FY 2020). Revenue: ₽580.1b (up 6.1% from FY 2020). Net income: ₽28.5b (up 23% from FY 2020). Profit margin: 4.9% (up from 4.3% in FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.5%. Over the next year, revenue is forecast to grow 4.3%, compared to a 13% growth forecast for the industry in Russia. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has fallen by 1% per year.
분석 기사 • Feb 21Rostelecom (MCX:RTKM) Seems To Be Using A Lot Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Major Estimate Revision • Feb 16Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate fell from ₽10.58 to ₽9.08 per share. Revenue forecast steady at ₽575.3b. Net income forecast to grow 37% next year vs 1.7% growth forecast for Telecom industry in Russian Federation. Consensus price target down from ₽119 to ₽115. Share price fell 2.6% to ₽72.43 over the past week.
분석 기사 • Nov 23Rostelecom (MCX:RTKM) Has A Somewhat Strained Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS ₽2.28 (vs ₽3.47 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: ₽141.2b (up 4.6% from 3Q 2020). Net income: ₽7.71b (down 34% from 3Q 2020). Profit margin: 5.5% (down from 8.7% in 3Q 2020). 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 whereas the company’s share price has increased by 9% per year.
분석 기사 • Sep 09If You Like EPS Growth Then Check Out Rostelecom (MCX:RTKM) Before It's Too LateSome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...
분석 기사 • Aug 16Here's Why Rostelecom (MCX:RTKM) Is Weighed Down By Its Debt LoadDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Aug 06Second quarter 2021 earnings released: EPS ₽3.21 (vs ₽2.28 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₽138.6b (up 8.9% from 2Q 2020). Net income: ₽10.7b (up 44% from 2Q 2020). Profit margin: 7.8% (up from 5.9% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.
Major Estimate Revision • Aug 05Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate increased from ₽9.59 to ₽11.87. Revenue forecast steady at ₽575.1b. Net income forecast to grow 29% next year vs 8.0% growth forecast for Telecom industry in Russian Federation. Consensus price target of ₽115 unchanged from last update. Share price rose 2.9% to ₽96.51 over the past week.
Executive Departure • Jul 06Member of Audit Commission Anton Dmitriev has left the companyOn the 29th of June, Anton Dmitriev's tenure as Member of Audit Commission ended. We don't have any record of a personal shareholding under Anton's name. A total of 8 executives have left over the last 12 months. The current median tenure of the management team is 4.33 years.
Executive Departure • Jul 06Member of the Audit Commission Ilya Karpov has left the companyOn the 29th of June, Ilya Karpov's tenure as Member of the Audit Commission ended. We don't have any record of a personal shareholding under Ilya's name. A total of 8 executives have left over the last 12 months. The current median tenure of the management team is 4.33 years.
Executive Departure • Jul 06Director Alexey Ivanchenko has left the companyOn the 29th of June, Alexey Ivanchenko's tenure as Director ended after 2.0 years in the role. We don't have any record of a personal shareholding under Alexey's name. A total of 8 executives have left over the last 12 months. The current median tenure of the management team is 4.33 years.
분석 기사 • Jun 02With EPS Growth And More, Rostelecom (MCX:RTKM) Is InterestingFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Reported Earnings • May 15First quarter 2021 earnings released: EPS ₽3.46 (vs ₽2.91 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ₽132.0b (up 8.5% from 1Q 2020). Net income: ₽11.6b (up 54% from 1Q 2020). Profit margin: 8.8% (up from 6.2% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • May 12Rostelecom (MCX:RTKM) Takes On Some Risk With Its Use Of DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Reported Earnings • Mar 10Full year 2020 earnings released: EPS ₽7.42 (vs ₽6.38 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: ₽546.9b (up 62% from FY 2019). Net income: ₽23.3b (up 58% from FY 2019). Profit margin: 4.3% (down from 4.4% 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 2% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Mar 10Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) missed analyst estimates by 19%. Over the next year, revenue is forecast to grow 5.8%, compared to a 5.4% growth forecast for the Telecom industry in Russia.
Is New 90 Day High Low • Feb 24New 90-day high: ₽109The company is up 15% from its price of ₽95.00 on 26 November 2020. The Russian market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽251 per share.
분석 기사 • Feb 04Are Investors Undervaluing Public Joint Stock Company Rostelecom (MCX:RTKM) By 48%?Does the February share price for Public Joint Stock Company Rostelecom ( MCX:RTKM ) reflect what it's really worth...
Is New 90 Day High Low • Jan 22New 90-day high: ₽102The company is up 7.0% from its price of ₽95.50 on 23 October 2020. The Russian market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽200 per share.
분석 기사 • Jan 15Here's Why Rostelecom (MCX:RTKM) Is Weighed Down By Its Debt LoadHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Is New 90 Day High Low • Jan 05New 90-day high: ₽101The company is up 6.0% from its price of ₽95.21 on 07 October 2020. The Russian market is up 14% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Telecom industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽198 per share.
분석 기사 • Dec 23Rostelecom (MCX:RTKM) Has Compensated Shareholders With A Respectable 78% Return On Their InvestmentBy buying an index fund, investors can approximate the average market return. But many of us dare to dream of bigger...
분석 기사 • Dec 02What Do The Returns On Capital At Rostelecom (MCX:RTKM) Tell Us?If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Is New 90 Day High Low • Nov 02New 90-day low: ₽92.06The company is down 1.0% from its price of ₽92.75 on 04 August 2020. The Russian market is down 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₽211 per share.