Bokusgruppen (BOKUS) 주식 개요스웨덴에서 서적 소매업체로 운영되는 Bokusgruppen AB(publ)가 있습니다. 자세히 보기BOKUS 펀더멘털 분석스노우플레이크 점수가치 평가4/6미래 성장2/6과거 실적5/6재무 건전성4/6배당4/6강점공정 가치 추정치보다 낮은 41.6% 에서 거래수익은 매년 6.41% 증가할 것으로 예상됩니다.지난 1년간 수익이 116.8% 증가했습니다.위험 분석우리의 위험 점검에서 BOKUS에 대한 위험이 감지되지 않았습니다.모든 위험 점검 보기BOKUS 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 ValueSEK Current PriceSEK 69.4012.0% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture03b2016201920222025202620282031Revenue SEK 2.7bEarnings SEK 112.5mAdvancedSet Fair ValueView all narrativesBokusgruppen AB (publ) 경쟁사WS WeSports GroupSymbol: OM:WSGMarket cap: SEK 1.5bMeds ApotekSymbol: OM:MEDSMarket cap: SEK 404.9mVuxen GroupSymbol: OM:VUXENMarket cap: SEK 195.4mFenix Outdoor InternationalSymbol: OM:FOI BMarket cap: SEK 5.4b가격 이력 및 성과Bokusgruppen 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가SEK 69.4052주 최고가SEK 88.0052주 최저가SEK 54.60베타-0.00791개월 변동4.83%3개월 변동8.10%1년 변동24.37%3년 변동116.88%5년 변동86.56%IPO 이후 변동68.45%최근 뉴스 및 업데이트Declared Dividend • May 22Dividend of kr2.00 announcedShareholders will receive a dividend of kr2.00. Ex-date: 17th November 2026 Payment date: 23rd November 2026 Dividend yield will be 6.0%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is covered by both earnings (72% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 7.5% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • May 08Upcoming dividend of kr2.00 per shareEligible shareholders must have bought the stock before 15 May 2026. Payment date: 21 May 2026. Payout ratio is a comfortable 72% and this is well supported by cash flows. Trailing yield: 5.6%. Within top quartile of Swedish dividend payers (4.2%). Higher than average of industry peers (3.9%).분석 기사 • May 06Statutory Profit Doesn't Reflect How Good Bokusgruppen's (STO:BOKUS) Earnings AreEven though Bokusgruppen AB (publ)'s ( STO:BOKUS ) recent earnings release was robust, the market didn't seem to...Declared Dividend • Feb 19Final dividend of kr2.00 announcedShareholders will receive a dividend of kr2.00. Ex-date: 8th May 2026 Payment date: 15th May 2026 Dividend yield will be 5.2%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is not adequately covered by earnings (91% earnings payout ratio). However, it is well covered by cash flows (26% cash payout ratio). The dividend has increased by an average of 4.7% per year over the past 4 years and payments have been stable during that time. Earnings per share is expected to grow by 19% over the next 3 years, which should maintain adequate earnings cover for the dividend.Reported Earnings • Feb 19Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: kr5.46 (up from kr2.59 in FY 2024). Revenue: kr2.15b (up 8.3% from FY 2024). Net income: kr88.1m (up 110% from FY 2024). Profit margin: 4.1% (up from 2.1% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 15%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Specialty Retail industry in Sweden. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Nov 11Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to kr72.60, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 19x in the Specialty Retail industry in Sweden. Total returns to shareholders of 130% over the past three years.더 많은 업데이트 보기Recent updatesDeclared Dividend • May 22Dividend of kr2.00 announcedShareholders will receive a dividend of kr2.00. Ex-date: 17th November 2026 Payment date: 23rd November 2026 Dividend yield will be 6.0%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is covered by both earnings (72% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 7.5% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • May 08Upcoming dividend of kr2.00 per shareEligible shareholders must have bought the stock before 15 May 2026. Payment date: 21 May 2026. Payout ratio is a comfortable 72% and this is well supported by cash flows. Trailing yield: 5.6%. Within top quartile of Swedish dividend payers (4.2%). Higher than average of industry peers (3.9%).분석 기사 • May 06Statutory Profit Doesn't Reflect How Good Bokusgruppen's (STO:BOKUS) Earnings AreEven though Bokusgruppen AB (publ)'s ( STO:BOKUS ) recent earnings release was robust, the market didn't seem to...Declared Dividend • Feb 19Final dividend of kr2.00 announcedShareholders will receive a dividend of kr2.00. Ex-date: 8th May 2026 Payment date: 15th May 2026 Dividend yield will be 5.2%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is not adequately covered by earnings (91% earnings payout ratio). However, it is well covered by cash flows (26% cash payout ratio). The dividend has increased by an average of 4.7% per year over the past 4 years and payments have been stable during that time. Earnings per share is expected to grow by 19% over the next 3 years, which should maintain adequate earnings cover for the dividend.Reported Earnings • Feb 19Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: kr5.46 (up from kr2.59 in FY 2024). Revenue: kr2.15b (up 8.3% from FY 2024). Net income: kr88.1m (up 110% from FY 2024). Profit margin: 4.1% (up from 2.1% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 15%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Specialty Retail industry in Sweden. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Nov 11Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to kr72.60, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 19x in the Specialty Retail industry in Sweden. Total returns to shareholders of 130% over the past three years.분석 기사 • Nov 01Bokusgruppen's (STO:BOKUS) Performance Is Even Better Than Its Earnings SuggestBokusgruppen AB (publ) ( STO:BOKUS ) recently posted some strong earnings, and the market responded positively. Our...Buy Or Sell Opportunity • Oct 31Now 20% undervaluedOver the last 90 days, the stock has risen 18% to kr86.00. The fair value is estimated to be kr108, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years. Earnings per share has grown by 19%. Revenue is forecast to grow by 8.4% in 2 years. Earnings are forecast to grow by 39% in the next 2 years.분석 기사 • Oct 31Bokusgruppen AB (publ)'s (STO:BOKUS) P/E Is Still On The Mark Following 26% Share Price BounceBokusgruppen AB (publ) ( STO:BOKUS ) shareholders would be excited to see that the share price has had a great month...분석 기사 • Oct 28Bokusgruppen AB (publ) Beat Analyst Estimates: See What The Consensus Is Forecasting For Next YearInvestors in Bokusgruppen AB (publ) ( STO:BOKUS ) had a good week, as its shares rose 8.8% to close at kr84.00...Reported Earnings • Oct 24Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: kr0.84 (up from kr0.012 in 3Q 2024). Revenue: kr480.1m (up 6.0% from 3Q 2024). Net income: kr13.6m (up kr13.4m from 3Q 2024). Profit margin: 2.8% (up from 0% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) exceeded analyst estimates by 107%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Specialty Retail industry in Sweden. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.공시 • Oct 24Bokusgruppen AB (publ), Annual General Meeting, May 07, 2026Bokusgruppen AB (publ), Annual General Meeting, May 07, 2026.분석 기사 • Oct 17Bokusgruppen (STO:BOKUS) Has A Pretty Healthy Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Buy Or Sell Opportunity • Oct 14Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 5.7% to kr70.20. The fair value is estimated to be kr58.27, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.5% in 2 years. Earnings are forecast to grow by 56% in the next 2 years.Buy Or Sell Opportunity • Sep 16Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 28% to kr70.20. The fair value is estimated to be kr58.16, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.5% in 2 years. Earnings are forecast to grow by 56% in the next 2 years.Valuation Update With 7 Day Price Move • Sep 12Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to kr71.40, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 20x in the Specialty Retail industry in Sweden. Total returns to shareholders of 119% over the past three years.분석 기사 • Sep 05Returns Are Gaining Momentum At Bokusgruppen (STO:BOKUS)What are the early trends we should look for to identify a stock that could multiply in value over the long term...Buy Or Sell Opportunity • Aug 13Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 43% to kr73.40. The fair value is estimated to be kr59.03, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.5% in 2 years. Earnings are forecast to grow by 56% in the next 2 years.분석 기사 • Jul 24Earnings Tell The Story For Bokusgruppen AB (publ) (STO:BOKUS) As Its Stock Soars 29%Bokusgruppen AB (publ) ( STO:BOKUS ) shares have continued their recent momentum with a 29% gain in the last month...분석 기사 • Jul 18Bokusgruppen AB (publ) (STO:BOKUS) Analysts Are Pretty Bullish On The Stock After Recent ResultsBokusgruppen AB (publ) ( STO:BOKUS ) just released its latest quarterly results and things are looking bullish...Buy Or Sell Opportunity • Jul 17Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 36% to kr70.80. The fair value is estimated to be kr56.42, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.5% in 2 years. Earnings are forecast to grow by 56% in the next 2 years.Reported Earnings • Jul 16Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: kr1.38 loss per share (improved from kr1.95 loss in 2Q 2024). Revenue: kr407.8m (up 16% from 2Q 2024). Net loss: kr22.3m (loss narrowed 29% from 2Q 2024). Revenue exceeded analyst estimates by 7.6%. Earnings per share (EPS) also surpassed analyst estimates by 40%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Specialty Retail industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.Price Target Changed • Jul 11Price target increased by 10% to kr60.00Up from kr54.50, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of kr61.20. Stock is up 27% over the past year. The company is forecast to post earnings per share of kr3.18 for next year compared to kr2.59 last year.분석 기사 • Jul 10Is Bokusgruppen (STO:BOKUS) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Declared Dividend • May 15Dividend of kr1.80 announcedShareholders will receive a dividend of kr1.80. Ex-date: 6th November 2025 Payment date: 12th November 2025 Dividend yield will be 7.0%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is not covered by earnings (140% earnings payout ratio). However, it is well covered by cash flows (26% cash payout ratio). The dividend has increased by an average of 6.3% per year over the past 3 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 55% to bring the payout ratio under control. EPS is expected to grow by 69% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Buy Or Sell Opportunity • May 08Now 20% undervaluedOver the last 90 days, the stock has risen 7.0% to kr50.20. The fair value is estimated to be kr62.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years. Earnings per share has declined by 11%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 51% in the next 2 years.공시 • May 07Bokusgruppen AB (Publ) Approves Dividend, Payable on 14 May 2025 and 12 November 2025Bokusgruppen AB (publ) in its Annual General Meeting held on May 7, 2025 resolved on a dividend of SEK 3.60 per share, which will be paid in two parts of SEK 1.80 per share at each time. The record date for the first part of the dividend will be on 9 May 2025 and payment of the first part of the dividend is expected to take place on 14 May 2025. The record date for the second part of the dividend will be 7 November 2025 and payment of the second part of the dividend is expected to take place on 12 November 2025.분석 기사 • May 06Bokusgruppen (STO:BOKUS) Has Announced That It Will Be Increasing Its Dividend To SEK1.80Bokusgruppen AB (publ) ( STO:BOKUS ) will increase its dividend from last year's comparable payment on the 14th of May...분석 기사 • May 02Bokusgruppen's (STO:BOKUS) Soft Earnings Are Actually Better Than They AppearSoft earnings didn't appear to concern Bokusgruppen AB (publ)'s ( STO:BOKUS ) shareholders over the last week. We did...Upcoming Dividend • May 01Upcoming dividend of kr1.80 per shareEligible shareholders must have bought the stock before 08 May 2025. Payment date: 14 May 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.8%. Within top quartile of Swedish dividend payers (4.0%). Higher than average of industry peers (4.5%).Reported Earnings • Apr 27First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: kr0.23 loss per share (further deteriorated from kr0.22 loss in 1Q 2024). Revenue: kr506.3m (up 9.0% from 1Q 2024). Net loss: kr3.80m (loss widened 8.6% from 1Q 2024). Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) exceeded analyst estimates by 23%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Specialty Retail industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.분석 기사 • Apr 04Bokusgruppen's (STO:BOKUS) Dividend Will Be Increased To SEK1.80Bokusgruppen AB (publ)'s ( STO:BOKUS ) dividend will be increasing from last year's payment of the same period to...Declared Dividend • Apr 03Final dividend of kr1.80 announcedShareholders will receive a dividend of kr1.80. Ex-date: 8th May 2025 Payment date: 14th May 2025 Dividend yield will be 6.7%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is not covered by earnings (139% earnings payout ratio). However, it is well covered by cash flows (27% cash payout ratio). The dividend has increased by an average of 6.3% per year over the past 3 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 54% to bring the payout ratio under control. EPS is expected to grow by 61% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.분석 기사 • Feb 22Analysts Have Been Trimming Their Bokusgruppen AB (publ) (STO:BOKUS) Price Target After Its Latest ReportLast week saw the newest annual earnings release from Bokusgruppen AB (publ) ( STO:BOKUS ), an important milestone in...Reported Earnings • Feb 19Full year 2024 earnings released: EPS: kr25.94 (vs kr2.51 in FY 2023)Full year 2024 results: EPS: kr25.94 (up from kr2.51 in FY 2023). Revenue: kr19.9b (up kr18.0b from FY 2023). Net income: kr419.0m (up kr378.4m from FY 2023). Profit margin: 2.1% (in line with FY 2023). Revenue is expected to decline by 91% p.a. on average during the next 3 years, while revenues in the Specialty Retail industry in Sweden are expected to grow by 4.4%. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.분석 기사 • Nov 06Bokusgruppen (STO:BOKUS) Is Due To Pay A Dividend Of SEK1.65Bokusgruppen AB (publ) ( STO:BOKUS ) will pay a dividend of SEK1.65 on the 13th of November. This will take the annual...공시 • Nov 06Bokusgruppen AB (publ), Annual General Meeting, May 07, 2025Bokusgruppen AB (publ), Annual General Meeting, May 07, 2025.Upcoming Dividend • Nov 01Upcoming dividend of kr1.65 per shareEligible shareholders must have bought the stock before 07 November 2024. Payment date: 13 November 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.2%. Within top quartile of Swedish dividend payers (4.5%). Higher than average of industry peers (4.0%).분석 기사 • Oct 31Bokusgruppen's (STO:BOKUS) Strong Earnings Are Of Good QualityThe subdued stock price reaction suggests that Bokusgruppen AB (publ)'s ( STO:BOKUS ) strong earnings didn't offer any...공시 • Oct 30+ 4 more updatesBokusgruppen AB (publ) to Report Q2, 2025 Results on Jul 15, 2025Bokusgruppen AB (publ) announced that they will report Q2, 2025 results on Jul 15, 2025Major Estimate Revision • Oct 30Consensus EPS estimates fall by 25%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from kr3.49 to kr2.62 per share. Revenue forecast steady at kr1.97b. Net income forecast to grow 17% next year vs 33% growth forecast for Specialty Retail industry in Sweden. Consensus price target of kr54.00 unchanged from last update. Share price rose 6.0% to kr53.00 over the past week.Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: kr0.012 (vs kr0.35 in 3Q 2023)Third quarter 2024 results: EPS: kr0.012 (down from kr0.35 in 3Q 2023). Revenue: kr452.8m (up 8.8% from 3Q 2023). Net income: kr200.0k (down 97% from 3Q 2023). Profit margin: 0% (down from 1.4% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Specialty Retail industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.분석 기사 • Aug 19Bokusgruppen's (STO:BOKUS) Dividend Will Be SEK1.65Bokusgruppen AB (publ) ( STO:BOKUS ) has announced that it will pay a dividend of SEK1.65 per share on the 13th of...분석 기사 • Jul 23Bokusgruppen (STO:BOKUS) Is Due To Pay A Dividend Of SEK1.65Bokusgruppen AB (publ) ( STO:BOKUS ) has announced that it will pay a dividend of SEK1.65 per share on the 13th of...Reported Earnings • Jul 17Second quarter 2024 earnings released: kr1.95 loss per share (vs kr1.94 loss in 2Q 2023)Second quarter 2024 results: kr1.95 loss per share (further deteriorated from kr1.94 loss in 2Q 2023). Revenue: kr350.3m (up 2.4% from 2Q 2023). Net loss: kr31.5m (flat on 2Q 2023). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Specialty Retail industry in Sweden. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 4% per year.분석 기사 • Jun 19Bokusgruppen (STO:BOKUS) Is Due To Pay A Dividend Of SEK1.65The board of Bokusgruppen AB (publ) ( STO:BOKUS ) has announced that it will pay a dividend of SEK1.65 per share on the...분석 기사 • Jun 11Bokusgruppen AB (publ)'s (STO:BOKUS) Prospects Need A Boost To Lift SharesWhen close to half the companies in Sweden have price-to-earnings ratios (or "P/E's") above 24x, you may consider...분석 기사 • May 10Bokusgruppen's (STO:BOKUS) Dividend Will Be SEK1.65The board of Bokusgruppen AB (publ) ( STO:BOKUS ) has announced that it will pay a dividend of SEK1.65 per share on the...Declared Dividend • May 09Dividend of kr1.65 announcedShareholders will receive a dividend of kr1.65. Ex-date: 7th November 2024 Payment date: 13th November 2024 Dividend yield will be 6.6%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is not covered by earnings (116% earnings payout ratio). However, it is well covered by cash flows (23% cash payout ratio). The dividend has increased by an average of 4.9% per year over the past 2 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 29% to bring the payout ratio under control. EPS is expected to grow by 57% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.공시 • May 08+ 1 more updateBokusgruppen AB (Publ) Approves Dividend, Payable on 15 May 2024 and on 13 November 2024, RespectivelyBokusgruppen AB (publ) at its annual general meeting held on 7 May 2024, resolved on a dividend of SEK 3.30 per share, which will be paid in two parts of SEK 1.65 per share at each time. The record date for the first part of the dividend will be on 10 May 2024 and payment of the first part of the dividends is expected to take place on 15 May 2024. The record date for the second part of the dividend will be 8 November 2024 and payment of the second part of the dividends is expected to take place on 13 November 2024.Upcoming Dividend • May 01Upcoming dividend of kr1.65 per shareEligible shareholders must have bought the stock before 08 May 2024. Payment date: 15 May 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 7.0%. Within top quartile of Swedish dividend payers (4.3%). Higher than average of industry peers (3.5%).분석 기사 • Apr 26Bokusgruppen (STO:BOKUS) Is Paying Out A Larger Dividend Than Last YearThe board of Bokusgruppen AB (publ) ( STO:BOKUS ) has announced that it will be paying its dividend of SEK1.65 on the...Reported Earnings • Apr 24First quarter 2024 earnings released: kr0.22 loss per share (vs kr0.55 loss in 1Q 2023)First quarter 2024 results: kr0.22 loss per share (improved from kr0.55 loss in 1Q 2023). Revenue: kr464.4m (up 3.9% from 1Q 2023). Net loss: kr3.50m (loss narrowed 60% from 1Q 2023). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Specialty Retail industry in Sweden.분석 기사 • Mar 27Bokusgruppen (STO:BOKUS) Is Paying Out A Larger Dividend Than Last YearBokusgruppen AB (publ) ( STO:BOKUS ) will increase its dividend on the 15th of May to SEK1.65, which is 10.0% higher...공시 • Mar 26Bokusgruppen AB (Publ) Proposes Dividend for 2023, Payable on 15 May 2024 and November 13, 2024The board of directors of Bokusgruppen AB (publ) proposes to its general meeting to be held on 7 May 2024 a dividend to the shareholders of SEK 3.30 per share, corresponding to a total amount of SEK 53,299,045.80, which will be paid in two parts of SEK 1.65 per share at each time. It is proposed that the record date at Euroclear Sweden AB for the first part of the dividend shall be on 10 May 2024. If the general meeting resolves in accordance with the board of director's proposal, payment of the first part of the dividends is expected to take place on 15 May 2024, and the last day of trading in the share with a right to the first part of the dividends will be 7 May 2024. The first day of trading in the share without right to the first part of the dividends will be 8 May 2024. It is proposed that the record date at Euroclear Sweden AB for the second part of the dividend shall be on 8 November 2024. If the general meeting resolves in accordance with the board of directors' proposal, payment of the second part of the dividends is expected to take place on 13 November 2024, and the last day of trading in the share with a right to the second part of the dividends will be 6 November 2024. First day of trading in the share without right to the second part of the dividends will be 7 November 2024.Recent Insider Transactions • Mar 25Independent Director recently bought kr379k worth of stockOn the 22nd of March, Mattias Björk bought around 9k shares on-market at roughly kr43.66 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr3.5m more in shares than they have sold in the last 12 months.분석 기사 • Mar 21Bokusgruppen (STO:BOKUS) Is Doing The Right Things To Multiply Its Share PriceTo find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...분석 기사 • Feb 22Shareholders Will Be Pleased With The Quality of Bokusgruppen's (STO:BOKUS) EarningsWhen companies post strong earnings, the stock generally performs well, just like Bokusgruppen AB (publ)'s ( STO:BOKUS...Declared Dividend • Feb 21Final dividend of kr1.65 announcedShareholders will receive a dividend of kr1.65. Ex-date: 8th May 2024 Payment date: 15th May 2024 Dividend yield will be 8.2%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is not covered by earnings (385% earnings payout ratio). However, it is well covered by cash flows (22% cash payout ratio). The dividend has not increased over the past 2 years but payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 327% to bring the payout ratio under control, which is more than the 51% EPS growth achieved over the last 5 years.Reported Earnings • Feb 18Full year 2023 earnings released: EPS: kr2.51 (vs kr1.85 in FY 2022)Full year 2023 results: EPS: kr2.51 (up from kr1.85 in FY 2022). Revenue: kr1.87b (up 2.7% from FY 2022). Net income: kr40.6m (up 36% from FY 2022). Profit margin: 2.2% (up from 1.6% in FY 2022). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to kr38.50, the stock trades at a trailing P/E ratio of 49.4x. Average trailing P/E is 26x in the Specialty Retail industry in Sweden. Total returns to shareholders of 15% over the past year.분석 기사 • Feb 16What You Can Learn From Bokusgruppen AB (publ)'s (STO:BOKUS) P/SWith a median price-to-sales (or "P/S") ratio of close to 0.5x in the Specialty Retail industry in Sweden, you could be...New Risk • Jan 31New major risk - Revenue and earnings growthRevenue has declined by 1.1% over the past year. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If revenues are declining, then it is difficult for the company to prevent its earnings from declining as well. A trend of falling revenue can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Revenue has declined by 1.1% over the past year. Minor Risks Dividend is not well covered by earnings (385% payout ratio). Profit margins are more than 30% lower than last year (0.7% net profit margin). Market cap is less than US$100m (kr560.4m market cap, or US$53.9m).Buy Or Sell Opportunity • Jan 30Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to kr34.80. The fair value is estimated to be kr28.76, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 308% in the next 2 years.Recent Insider Transactions • Nov 24Independent Director recently bought kr494k worth of stockOn the 20th of November, Mattias Björk bought around 16k shares on-market at roughly kr31.74 per share. This transaction amounted to 1.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr4.4m more in shares than they have sold in the last 12 months.공시 • Nov 07+ 1 more updateBokusgruppen AB (publ), Annual General Meeting, May 07, 2024Bokusgruppen AB (publ), Annual General Meeting, May 07, 2024.Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: kr0.35 (vs kr0.037 in 3Q 2022)Third quarter 2023 results: EPS: kr0.35 (up from kr0.037 in 3Q 2022). Revenue: kr416.1m (down 1.2% from 3Q 2022). Net income: kr5.70m (up kr5.10m from 3Q 2022). Profit margin: 1.4% (up from 0.1% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Specialty Retail industry in Sweden.Upcoming Dividend • Nov 02Upcoming dividend of kr1.50 per share at 10.0% yieldEligible shareholders must have bought the stock before 09 November 2023. Payment date: 15 November 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 10.0%. Within top quartile of Swedish dividend payers (5.5%). Higher than average of industry peers (4.2%).분석 기사 • Sep 29Bokusgruppen (STO:BOKUS) Is Paying Out A Dividend Of SEK1.50Bokusgruppen AB (publ) ( STO:BOKUS ) will pay a dividend of SEK1.50 on the 15th of November. This means the annual...Recent Insider Transactions • Sep 17Independent Director recently bought kr332k worth of stockOn the 13th of September, Mattias Björk bought around 11k shares on-market at roughly kr29.68 per share. This transaction amounted to 1.1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr3.9m more in shares than they have sold in the last 12 months.분석 기사 • Sep 15Bokusgruppen (STO:BOKUS) Is Paying Out A Dividend Of SEK1.50The board of Bokusgruppen AB (publ) ( STO:BOKUS ) has announced that it will pay a dividend on the 15th of November...분석 기사 • Aug 28Bokusgruppen (STO:BOKUS) Will Pay A Dividend Of SEK1.50Bokusgruppen AB (publ) ( STO:BOKUS ) will pay a dividend of SEK1.50 on the 15th of November. The dividend yield will be...분석 기사 • Jul 26Bokusgruppen (STO:BOKUS) Is Due To Pay A Dividend Of SEK1.50The board of Bokusgruppen AB (publ) ( STO:BOKUS ) has announced that it will pay a dividend of SEK1.50 per share on the...New Risk • Jul 16New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (dividend per share is over 6x earnings per share). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.4% net profit margin). Market cap is less than US$100m (kr507.1m market cap, or US$49.5m).Reported Earnings • Jul 14Second quarter 2023 earnings released: kr1.94 loss per share (vs kr0.46 loss in 2Q 2022)Second quarter 2023 results: kr1.94 loss per share (further deteriorated from kr0.46 loss in 2Q 2022). Revenue: kr342.1m (flat on 2Q 2022). Net loss: kr31.4m (loss widened 324% from 2Q 2022). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Specialty Retail industry in Sweden.Board Change • Jun 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Independent Chairman Mårten Andersson is the most experienced director on the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Recent Insider Transactions • May 19Director recently bought kr2.3m worth of stockOn the 16th of May, Mattias Björk bought around 66k shares on-market at roughly kr34.14 per share. This transaction amounted to 7.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr5.5m more in shares than they have sold in the last 12 months.분석 기사 • May 11Bokusgruppen (STO:BOKUS) Is Paying Out A Dividend Of SEK1.50Bokusgruppen AB (publ)'s ( STO:BOKUS ) investors are due to receive a payment of SEK1.50 per share on 15th of November...공시 • May 09+ 1 more updateBokusgruppen AB (publ) Approves Dividend for 2022, Payable on 10 May 2023 and 15 November 2023Bokusgruppen AB (publ) announced that at the annual general meeting held on 8 May 2023, the annual general meeting resolved on a dividend of SEK 3.00 per share, which will be paid in two parts of SEK 1.50 per share at each time. The record date for the first part of the dividend will be on 10 May 2023 and payment of the first part of the dividends is expected to take place on 15 May 2023. The record date for the second part of the dividend will be 10 November 2023 and payment of the second part of the dividends is expected to take place on 15 November 2023.Upcoming Dividend • May 02Upcoming dividend of kr1.50 per share at 8.2% yieldEligible shareholders must have bought the stock before 09 May 2023. Payment date: 15 May 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 8.2%. Within top quartile of Swedish dividend payers (5.1%). Higher than average of industry peers (4.4%).Reported Earnings • Apr 28First quarter 2023 earnings released: kr0.55 loss per share (vs kr0.66 loss in 1Q 2022)First quarter 2023 results: kr0.55 loss per share (improved from kr0.66 loss in 1Q 2022). Revenue: kr446.9m (up 1.4% from 1Q 2022). Net loss: kr8.80m (loss narrowed 17% from 1Q 2022). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Specialty Retail industry in Sweden.Recent Insider Transactions • Mar 16Director recently bought kr179k worth of stockOn the 14th of March, Mattias Björk bought around 5k shares on-market at roughly kr35.88 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth kr1.2m. Insiders have collectively bought kr3.3m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Feb 22Director recently bought kr1.2m worth of stockOn the 17th of February, Mattias Björk bought around 32k shares on-market at roughly kr36.54 per share. This transaction amounted to 3.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr3.1m more in shares than they have sold in the last 12 months.Reported Earnings • Feb 19Full year 2022 earnings released: EPS: kr1.85 (vs kr3.31 in FY 2021)Full year 2022 results: EPS: kr1.85 (down from kr3.31 in FY 2021). Revenue: kr1.82b (down 2.4% from FY 2021). Net income: kr29.8m (down 41% from FY 2021). Profit margin: 1.6% (down from 2.7% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Specialty Retail industry in Sweden.Price Target Changed • Nov 16Price target decreased to kr56.00Down from kr72.50, the current price target is provided by 1 analyst. New target price is 45% above last closing price of kr38.65. Stock is down 3.4% over the past year. The company is forecast to post earnings per share of kr3.48 for next year compared to kr3.31 last year.공시 • Nov 08+ 1 more updateBokusgruppen AB (Publ) Announces Nomination Committee for the Annual General Meeting 2023Bokusgruppen's AB (publ) Nomination Committee for the Annual General Meeting 2023 has been appointed in accordance with the instructions adopted by Bokusgruppen's AGM on May 12, 2022. There have been no changes in the proposal of members. The Nomination Committee hence consists of the following members: Carin Wahlén (Nomination Committee Chair) representing Patrik Wahlén, Jannis Kitsakis representing Fjärde AP-fonden, Mårten Andersson (Chairman of the Board).Upcoming Dividend • Nov 07Upcoming dividend of kr1.50 per shareEligible shareholders must have bought the stock before 14 November 2022. Payment date: 18 November 2022. Payout ratio is on the higher end at 83%, however this is supported by cash flows. Trailing yield: 7.7%. Within top quartile of Swedish dividend payers (5.7%). Higher than average of industry peers (5.4%).Major Estimate Revision • Nov 01Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from kr1.96b to kr1.89b. EPS estimate also fell from kr3.92 per share to kr3.48 per share. Net income forecast to shrink 20% next year vs 3.1% growth forecast for Specialty Retail industry in Sweden . Consensus price target down from kr72.50 to kr56.00. Share price fell 4.1% to kr38.85 over the past week.Reported Earnings • Oct 26Third quarter 2022 earnings released: EPS: kr0.037 (vs kr0.98 in 3Q 2021)Third quarter 2022 results: EPS: kr0.037 (down from kr0.98 in 3Q 2021). Revenue: kr421.0m (down 1.7% from 3Q 2021). Net income: kr600.0k (down 96% from 3Q 2021). Profit margin: 0.1% (down from 3.7% in 3Q 2021). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Specialty Retail industry in Sweden.Reported Earnings • Jul 18Second quarter 2022 earnings released: kr0.46 loss per share (vs kr1.90 loss in 2Q 2021)Second quarter 2022 results: kr0.46 loss per share (up from kr1.90 loss in 2Q 2021). Revenue: kr341.5m (up 2.1% from 2Q 2021). Net loss: kr7.40m (loss narrowed 71% from 2Q 2021). Over the next year, revenue is forecast to grow 8.5%, compared to a 8.0% growth forecast for the industry in Sweden.Major Estimate Revision • Jul 16Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from kr2.60 to kr3.92. Revenue forecast unchanged at kr1.96b. Net income forecast to grow 11% next year vs 8.9% growth forecast for Specialty Retail industry in Sweden. Consensus price target of kr72.50 unchanged from last update. Share price was steady at kr42.30 over the past week.주주 수익률BOKUSSE Specialty RetailSE 시장7D-0.3%-1.5%-0.8%1Y24.4%20.9%10.3%전체 주주 수익률 보기수익률 대 산업: BOKUS은 지난 1년 동안 20.9%의 수익을 기록한 Swedish Specialty Retail 산업보다 더 좋은 성과를 냈습니다.수익률 대 시장: BOKUS은 지난 1년 동안 10.3%를 기록한 Swedish 시장보다 더 좋은 성과를 냈습니다.주가 변동성Is BOKUS's price volatile compared to industry and market?BOKUS volatilityBOKUS Average Weekly Movement4.3%Specialty Retail Industry Average Movement5.8%Market Average Movement6.1%10% most volatile stocks in SE Market13.3%10% least volatile stocks in SE Market3.5%안정적인 주가: BOKUS는 지난 3개월 동안 Swedish 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: BOKUS의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트1971491Patrik Ovrebywww.bokusgruppen.com스웨덴에서 서적 소매업체로 운영되는 Bokusgruppen AB(publ)입니다. 이 회사는 서적, 전자책, 오디오북, 게임, 퍼즐, 놀이 및 창의적 창작물을 제공합니다. 또한 온라인 서점인 bokus.com과 아카데미보크한델른 브랜드로 소매점을 운영하고 있습니다.더 보기Bokusgruppen AB (publ) 기초 지표 요약Bokusgruppen의 순이익과 매출은 시가총액과 어떻게 비교됩니까?BOKUS 기초 통계시가총액SEK 1.13b순이익 (TTM)SEK 90.20m매출 (TTM)SEK 2.15b12.5x주가수익비율(P/E)0.5x주가매출비율(P/S)BOKUS는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표BOKUS 손익계산서 (TTM)매출SEK 2.15b매출원가SEK 1.57b총이익SEK 580.10m기타 비용SEK 489.90m순이익SEK 90.20m최근 보고된 실적Mar 31, 2026다음 실적 발표일해당 없음주당순이익(EPS)5.54총이익률26.97%순이익률4.19%부채/자본 비율6.0%BOKUS의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당5.8%현재 배당 수익률72%배당 성향BOKUS는 안정적으로 배당을 지급합니까?BOKUS 배당 기록 및 벤치마크 보기다가오는 배당을 받으려면 언제까지 BOKUS를 매수해야 하나요?Bokusgruppen 배당 일정배당락일Nov 17 2026배당 지급일Nov 23 2026배당락일까지 남은 일수142 days배당 지급일까지 남은 일수148 daysBOKUS는 안정적으로 배당을 지급합니까?BOKUS 배당 기록 및 벤치마크 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/26 15:07종가2026/06/26 00:00수익2026/03/31연간 수익2025/12/31데이터 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 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 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 소스Bokusgruppen AB (publ)는 1명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Orjan RodenDNB Carnegie Commissioned Research
Declared Dividend • May 22Dividend of kr2.00 announcedShareholders will receive a dividend of kr2.00. Ex-date: 17th November 2026 Payment date: 23rd November 2026 Dividend yield will be 6.0%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is covered by both earnings (72% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 7.5% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • May 08Upcoming dividend of kr2.00 per shareEligible shareholders must have bought the stock before 15 May 2026. Payment date: 21 May 2026. Payout ratio is a comfortable 72% and this is well supported by cash flows. Trailing yield: 5.6%. Within top quartile of Swedish dividend payers (4.2%). Higher than average of industry peers (3.9%).
분석 기사 • May 06Statutory Profit Doesn't Reflect How Good Bokusgruppen's (STO:BOKUS) Earnings AreEven though Bokusgruppen AB (publ)'s ( STO:BOKUS ) recent earnings release was robust, the market didn't seem to...
Declared Dividend • Feb 19Final dividend of kr2.00 announcedShareholders will receive a dividend of kr2.00. Ex-date: 8th May 2026 Payment date: 15th May 2026 Dividend yield will be 5.2%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is not adequately covered by earnings (91% earnings payout ratio). However, it is well covered by cash flows (26% cash payout ratio). The dividend has increased by an average of 4.7% per year over the past 4 years and payments have been stable during that time. Earnings per share is expected to grow by 19% over the next 3 years, which should maintain adequate earnings cover for the dividend.
Reported Earnings • Feb 19Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: kr5.46 (up from kr2.59 in FY 2024). Revenue: kr2.15b (up 8.3% from FY 2024). Net income: kr88.1m (up 110% from FY 2024). Profit margin: 4.1% (up from 2.1% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 15%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Specialty Retail industry in Sweden. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Nov 11Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to kr72.60, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 19x in the Specialty Retail industry in Sweden. Total returns to shareholders of 130% over the past three years.
Declared Dividend • May 22Dividend of kr2.00 announcedShareholders will receive a dividend of kr2.00. Ex-date: 17th November 2026 Payment date: 23rd November 2026 Dividend yield will be 6.0%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is covered by both earnings (72% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 7.5% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • May 08Upcoming dividend of kr2.00 per shareEligible shareholders must have bought the stock before 15 May 2026. Payment date: 21 May 2026. Payout ratio is a comfortable 72% and this is well supported by cash flows. Trailing yield: 5.6%. Within top quartile of Swedish dividend payers (4.2%). Higher than average of industry peers (3.9%).
분석 기사 • May 06Statutory Profit Doesn't Reflect How Good Bokusgruppen's (STO:BOKUS) Earnings AreEven though Bokusgruppen AB (publ)'s ( STO:BOKUS ) recent earnings release was robust, the market didn't seem to...
Declared Dividend • Feb 19Final dividend of kr2.00 announcedShareholders will receive a dividend of kr2.00. Ex-date: 8th May 2026 Payment date: 15th May 2026 Dividend yield will be 5.2%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is not adequately covered by earnings (91% earnings payout ratio). However, it is well covered by cash flows (26% cash payout ratio). The dividend has increased by an average of 4.7% per year over the past 4 years and payments have been stable during that time. Earnings per share is expected to grow by 19% over the next 3 years, which should maintain adequate earnings cover for the dividend.
Reported Earnings • Feb 19Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: kr5.46 (up from kr2.59 in FY 2024). Revenue: kr2.15b (up 8.3% from FY 2024). Net income: kr88.1m (up 110% from FY 2024). Profit margin: 4.1% (up from 2.1% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 15%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Specialty Retail industry in Sweden. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Nov 11Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to kr72.60, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 19x in the Specialty Retail industry in Sweden. Total returns to shareholders of 130% over the past three years.
분석 기사 • Nov 01Bokusgruppen's (STO:BOKUS) Performance Is Even Better Than Its Earnings SuggestBokusgruppen AB (publ) ( STO:BOKUS ) recently posted some strong earnings, and the market responded positively. Our...
Buy Or Sell Opportunity • Oct 31Now 20% undervaluedOver the last 90 days, the stock has risen 18% to kr86.00. The fair value is estimated to be kr108, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years. Earnings per share has grown by 19%. Revenue is forecast to grow by 8.4% in 2 years. Earnings are forecast to grow by 39% in the next 2 years.
분석 기사 • Oct 31Bokusgruppen AB (publ)'s (STO:BOKUS) P/E Is Still On The Mark Following 26% Share Price BounceBokusgruppen AB (publ) ( STO:BOKUS ) shareholders would be excited to see that the share price has had a great month...
분석 기사 • Oct 28Bokusgruppen AB (publ) Beat Analyst Estimates: See What The Consensus Is Forecasting For Next YearInvestors in Bokusgruppen AB (publ) ( STO:BOKUS ) had a good week, as its shares rose 8.8% to close at kr84.00...
Reported Earnings • Oct 24Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: kr0.84 (up from kr0.012 in 3Q 2024). Revenue: kr480.1m (up 6.0% from 3Q 2024). Net income: kr13.6m (up kr13.4m from 3Q 2024). Profit margin: 2.8% (up from 0% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) exceeded analyst estimates by 107%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Specialty Retail industry in Sweden. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Oct 24Bokusgruppen AB (publ), Annual General Meeting, May 07, 2026Bokusgruppen AB (publ), Annual General Meeting, May 07, 2026.
분석 기사 • Oct 17Bokusgruppen (STO:BOKUS) Has A Pretty Healthy Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Buy Or Sell Opportunity • Oct 14Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 5.7% to kr70.20. The fair value is estimated to be kr58.27, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.5% in 2 years. Earnings are forecast to grow by 56% in the next 2 years.
Buy Or Sell Opportunity • Sep 16Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 28% to kr70.20. The fair value is estimated to be kr58.16, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.5% in 2 years. Earnings are forecast to grow by 56% in the next 2 years.
Valuation Update With 7 Day Price Move • Sep 12Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to kr71.40, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 20x in the Specialty Retail industry in Sweden. Total returns to shareholders of 119% over the past three years.
분석 기사 • Sep 05Returns Are Gaining Momentum At Bokusgruppen (STO:BOKUS)What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Buy Or Sell Opportunity • Aug 13Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 43% to kr73.40. The fair value is estimated to be kr59.03, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.5% in 2 years. Earnings are forecast to grow by 56% in the next 2 years.
분석 기사 • Jul 24Earnings Tell The Story For Bokusgruppen AB (publ) (STO:BOKUS) As Its Stock Soars 29%Bokusgruppen AB (publ) ( STO:BOKUS ) shares have continued their recent momentum with a 29% gain in the last month...
분석 기사 • Jul 18Bokusgruppen AB (publ) (STO:BOKUS) Analysts Are Pretty Bullish On The Stock After Recent ResultsBokusgruppen AB (publ) ( STO:BOKUS ) just released its latest quarterly results and things are looking bullish...
Buy Or Sell Opportunity • Jul 17Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 36% to kr70.80. The fair value is estimated to be kr56.42, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.5% in 2 years. Earnings are forecast to grow by 56% in the next 2 years.
Reported Earnings • Jul 16Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: kr1.38 loss per share (improved from kr1.95 loss in 2Q 2024). Revenue: kr407.8m (up 16% from 2Q 2024). Net loss: kr22.3m (loss narrowed 29% from 2Q 2024). Revenue exceeded analyst estimates by 7.6%. Earnings per share (EPS) also surpassed analyst estimates by 40%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Specialty Retail industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
Price Target Changed • Jul 11Price target increased by 10% to kr60.00Up from kr54.50, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of kr61.20. Stock is up 27% over the past year. The company is forecast to post earnings per share of kr3.18 for next year compared to kr2.59 last year.
분석 기사 • Jul 10Is Bokusgruppen (STO:BOKUS) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Declared Dividend • May 15Dividend of kr1.80 announcedShareholders will receive a dividend of kr1.80. Ex-date: 6th November 2025 Payment date: 12th November 2025 Dividend yield will be 7.0%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is not covered by earnings (140% earnings payout ratio). However, it is well covered by cash flows (26% cash payout ratio). The dividend has increased by an average of 6.3% per year over the past 3 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 55% to bring the payout ratio under control. EPS is expected to grow by 69% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Buy Or Sell Opportunity • May 08Now 20% undervaluedOver the last 90 days, the stock has risen 7.0% to kr50.20. The fair value is estimated to be kr62.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years. Earnings per share has declined by 11%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 51% in the next 2 years.
공시 • May 07Bokusgruppen AB (Publ) Approves Dividend, Payable on 14 May 2025 and 12 November 2025Bokusgruppen AB (publ) in its Annual General Meeting held on May 7, 2025 resolved on a dividend of SEK 3.60 per share, which will be paid in two parts of SEK 1.80 per share at each time. The record date for the first part of the dividend will be on 9 May 2025 and payment of the first part of the dividend is expected to take place on 14 May 2025. The record date for the second part of the dividend will be 7 November 2025 and payment of the second part of the dividend is expected to take place on 12 November 2025.
분석 기사 • May 06Bokusgruppen (STO:BOKUS) Has Announced That It Will Be Increasing Its Dividend To SEK1.80Bokusgruppen AB (publ) ( STO:BOKUS ) will increase its dividend from last year's comparable payment on the 14th of May...
분석 기사 • May 02Bokusgruppen's (STO:BOKUS) Soft Earnings Are Actually Better Than They AppearSoft earnings didn't appear to concern Bokusgruppen AB (publ)'s ( STO:BOKUS ) shareholders over the last week. We did...
Upcoming Dividend • May 01Upcoming dividend of kr1.80 per shareEligible shareholders must have bought the stock before 08 May 2025. Payment date: 14 May 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.8%. Within top quartile of Swedish dividend payers (4.0%). Higher than average of industry peers (4.5%).
Reported Earnings • Apr 27First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: kr0.23 loss per share (further deteriorated from kr0.22 loss in 1Q 2024). Revenue: kr506.3m (up 9.0% from 1Q 2024). Net loss: kr3.80m (loss widened 8.6% from 1Q 2024). Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) exceeded analyst estimates by 23%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Specialty Retail industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
분석 기사 • Apr 04Bokusgruppen's (STO:BOKUS) Dividend Will Be Increased To SEK1.80Bokusgruppen AB (publ)'s ( STO:BOKUS ) dividend will be increasing from last year's payment of the same period to...
Declared Dividend • Apr 03Final dividend of kr1.80 announcedShareholders will receive a dividend of kr1.80. Ex-date: 8th May 2025 Payment date: 14th May 2025 Dividend yield will be 6.7%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is not covered by earnings (139% earnings payout ratio). However, it is well covered by cash flows (27% cash payout ratio). The dividend has increased by an average of 6.3% per year over the past 3 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 54% to bring the payout ratio under control. EPS is expected to grow by 61% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
분석 기사 • Feb 22Analysts Have Been Trimming Their Bokusgruppen AB (publ) (STO:BOKUS) Price Target After Its Latest ReportLast week saw the newest annual earnings release from Bokusgruppen AB (publ) ( STO:BOKUS ), an important milestone in...
Reported Earnings • Feb 19Full year 2024 earnings released: EPS: kr25.94 (vs kr2.51 in FY 2023)Full year 2024 results: EPS: kr25.94 (up from kr2.51 in FY 2023). Revenue: kr19.9b (up kr18.0b from FY 2023). Net income: kr419.0m (up kr378.4m from FY 2023). Profit margin: 2.1% (in line with FY 2023). Revenue is expected to decline by 91% p.a. on average during the next 3 years, while revenues in the Specialty Retail industry in Sweden are expected to grow by 4.4%. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
분석 기사 • Nov 06Bokusgruppen (STO:BOKUS) Is Due To Pay A Dividend Of SEK1.65Bokusgruppen AB (publ) ( STO:BOKUS ) will pay a dividend of SEK1.65 on the 13th of November. This will take the annual...
공시 • Nov 06Bokusgruppen AB (publ), Annual General Meeting, May 07, 2025Bokusgruppen AB (publ), Annual General Meeting, May 07, 2025.
Upcoming Dividend • Nov 01Upcoming dividend of kr1.65 per shareEligible shareholders must have bought the stock before 07 November 2024. Payment date: 13 November 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.2%. Within top quartile of Swedish dividend payers (4.5%). Higher than average of industry peers (4.0%).
분석 기사 • Oct 31Bokusgruppen's (STO:BOKUS) Strong Earnings Are Of Good QualityThe subdued stock price reaction suggests that Bokusgruppen AB (publ)'s ( STO:BOKUS ) strong earnings didn't offer any...
공시 • Oct 30+ 4 more updatesBokusgruppen AB (publ) to Report Q2, 2025 Results on Jul 15, 2025Bokusgruppen AB (publ) announced that they will report Q2, 2025 results on Jul 15, 2025
Major Estimate Revision • Oct 30Consensus EPS estimates fall by 25%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from kr3.49 to kr2.62 per share. Revenue forecast steady at kr1.97b. Net income forecast to grow 17% next year vs 33% growth forecast for Specialty Retail industry in Sweden. Consensus price target of kr54.00 unchanged from last update. Share price rose 6.0% to kr53.00 over the past week.
Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: kr0.012 (vs kr0.35 in 3Q 2023)Third quarter 2024 results: EPS: kr0.012 (down from kr0.35 in 3Q 2023). Revenue: kr452.8m (up 8.8% from 3Q 2023). Net income: kr200.0k (down 97% from 3Q 2023). Profit margin: 0% (down from 1.4% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Specialty Retail industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
분석 기사 • Aug 19Bokusgruppen's (STO:BOKUS) Dividend Will Be SEK1.65Bokusgruppen AB (publ) ( STO:BOKUS ) has announced that it will pay a dividend of SEK1.65 per share on the 13th of...
분석 기사 • Jul 23Bokusgruppen (STO:BOKUS) Is Due To Pay A Dividend Of SEK1.65Bokusgruppen AB (publ) ( STO:BOKUS ) has announced that it will pay a dividend of SEK1.65 per share on the 13th of...
Reported Earnings • Jul 17Second quarter 2024 earnings released: kr1.95 loss per share (vs kr1.94 loss in 2Q 2023)Second quarter 2024 results: kr1.95 loss per share (further deteriorated from kr1.94 loss in 2Q 2023). Revenue: kr350.3m (up 2.4% from 2Q 2023). Net loss: kr31.5m (flat on 2Q 2023). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Specialty Retail industry in Sweden. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 4% per year.
분석 기사 • Jun 19Bokusgruppen (STO:BOKUS) Is Due To Pay A Dividend Of SEK1.65The board of Bokusgruppen AB (publ) ( STO:BOKUS ) has announced that it will pay a dividend of SEK1.65 per share on the...
분석 기사 • Jun 11Bokusgruppen AB (publ)'s (STO:BOKUS) Prospects Need A Boost To Lift SharesWhen close to half the companies in Sweden have price-to-earnings ratios (or "P/E's") above 24x, you may consider...
분석 기사 • May 10Bokusgruppen's (STO:BOKUS) Dividend Will Be SEK1.65The board of Bokusgruppen AB (publ) ( STO:BOKUS ) has announced that it will pay a dividend of SEK1.65 per share on the...
Declared Dividend • May 09Dividend of kr1.65 announcedShareholders will receive a dividend of kr1.65. Ex-date: 7th November 2024 Payment date: 13th November 2024 Dividend yield will be 6.6%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is not covered by earnings (116% earnings payout ratio). However, it is well covered by cash flows (23% cash payout ratio). The dividend has increased by an average of 4.9% per year over the past 2 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 29% to bring the payout ratio under control. EPS is expected to grow by 57% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
공시 • May 08+ 1 more updateBokusgruppen AB (Publ) Approves Dividend, Payable on 15 May 2024 and on 13 November 2024, RespectivelyBokusgruppen AB (publ) at its annual general meeting held on 7 May 2024, resolved on a dividend of SEK 3.30 per share, which will be paid in two parts of SEK 1.65 per share at each time. The record date for the first part of the dividend will be on 10 May 2024 and payment of the first part of the dividends is expected to take place on 15 May 2024. The record date for the second part of the dividend will be 8 November 2024 and payment of the second part of the dividends is expected to take place on 13 November 2024.
Upcoming Dividend • May 01Upcoming dividend of kr1.65 per shareEligible shareholders must have bought the stock before 08 May 2024. Payment date: 15 May 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 7.0%. Within top quartile of Swedish dividend payers (4.3%). Higher than average of industry peers (3.5%).
분석 기사 • Apr 26Bokusgruppen (STO:BOKUS) Is Paying Out A Larger Dividend Than Last YearThe board of Bokusgruppen AB (publ) ( STO:BOKUS ) has announced that it will be paying its dividend of SEK1.65 on the...
Reported Earnings • Apr 24First quarter 2024 earnings released: kr0.22 loss per share (vs kr0.55 loss in 1Q 2023)First quarter 2024 results: kr0.22 loss per share (improved from kr0.55 loss in 1Q 2023). Revenue: kr464.4m (up 3.9% from 1Q 2023). Net loss: kr3.50m (loss narrowed 60% from 1Q 2023). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Specialty Retail industry in Sweden.
분석 기사 • Mar 27Bokusgruppen (STO:BOKUS) Is Paying Out A Larger Dividend Than Last YearBokusgruppen AB (publ) ( STO:BOKUS ) will increase its dividend on the 15th of May to SEK1.65, which is 10.0% higher...
공시 • Mar 26Bokusgruppen AB (Publ) Proposes Dividend for 2023, Payable on 15 May 2024 and November 13, 2024The board of directors of Bokusgruppen AB (publ) proposes to its general meeting to be held on 7 May 2024 a dividend to the shareholders of SEK 3.30 per share, corresponding to a total amount of SEK 53,299,045.80, which will be paid in two parts of SEK 1.65 per share at each time. It is proposed that the record date at Euroclear Sweden AB for the first part of the dividend shall be on 10 May 2024. If the general meeting resolves in accordance with the board of director's proposal, payment of the first part of the dividends is expected to take place on 15 May 2024, and the last day of trading in the share with a right to the first part of the dividends will be 7 May 2024. The first day of trading in the share without right to the first part of the dividends will be 8 May 2024. It is proposed that the record date at Euroclear Sweden AB for the second part of the dividend shall be on 8 November 2024. If the general meeting resolves in accordance with the board of directors' proposal, payment of the second part of the dividends is expected to take place on 13 November 2024, and the last day of trading in the share with a right to the second part of the dividends will be 6 November 2024. First day of trading in the share without right to the second part of the dividends will be 7 November 2024.
Recent Insider Transactions • Mar 25Independent Director recently bought kr379k worth of stockOn the 22nd of March, Mattias Björk bought around 9k shares on-market at roughly kr43.66 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr3.5m more in shares than they have sold in the last 12 months.
분석 기사 • Mar 21Bokusgruppen (STO:BOKUS) Is Doing The Right Things To Multiply Its Share PriceTo find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
분석 기사 • Feb 22Shareholders Will Be Pleased With The Quality of Bokusgruppen's (STO:BOKUS) EarningsWhen companies post strong earnings, the stock generally performs well, just like Bokusgruppen AB (publ)'s ( STO:BOKUS...
Declared Dividend • Feb 21Final dividend of kr1.65 announcedShareholders will receive a dividend of kr1.65. Ex-date: 8th May 2024 Payment date: 15th May 2024 Dividend yield will be 8.2%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is not covered by earnings (385% earnings payout ratio). However, it is well covered by cash flows (22% cash payout ratio). The dividend has not increased over the past 2 years but payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 327% to bring the payout ratio under control, which is more than the 51% EPS growth achieved over the last 5 years.
Reported Earnings • Feb 18Full year 2023 earnings released: EPS: kr2.51 (vs kr1.85 in FY 2022)Full year 2023 results: EPS: kr2.51 (up from kr1.85 in FY 2022). Revenue: kr1.87b (up 2.7% from FY 2022). Net income: kr40.6m (up 36% from FY 2022). Profit margin: 2.2% (up from 1.6% in FY 2022). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to kr38.50, the stock trades at a trailing P/E ratio of 49.4x. Average trailing P/E is 26x in the Specialty Retail industry in Sweden. Total returns to shareholders of 15% over the past year.
분석 기사 • Feb 16What You Can Learn From Bokusgruppen AB (publ)'s (STO:BOKUS) P/SWith a median price-to-sales (or "P/S") ratio of close to 0.5x in the Specialty Retail industry in Sweden, you could be...
New Risk • Jan 31New major risk - Revenue and earnings growthRevenue has declined by 1.1% over the past year. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If revenues are declining, then it is difficult for the company to prevent its earnings from declining as well. A trend of falling revenue can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Revenue has declined by 1.1% over the past year. Minor Risks Dividend is not well covered by earnings (385% payout ratio). Profit margins are more than 30% lower than last year (0.7% net profit margin). Market cap is less than US$100m (kr560.4m market cap, or US$53.9m).
Buy Or Sell Opportunity • Jan 30Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to kr34.80. The fair value is estimated to be kr28.76, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 308% in the next 2 years.
Recent Insider Transactions • Nov 24Independent Director recently bought kr494k worth of stockOn the 20th of November, Mattias Björk bought around 16k shares on-market at roughly kr31.74 per share. This transaction amounted to 1.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr4.4m more in shares than they have sold in the last 12 months.
공시 • Nov 07+ 1 more updateBokusgruppen AB (publ), Annual General Meeting, May 07, 2024Bokusgruppen AB (publ), Annual General Meeting, May 07, 2024.
Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: kr0.35 (vs kr0.037 in 3Q 2022)Third quarter 2023 results: EPS: kr0.35 (up from kr0.037 in 3Q 2022). Revenue: kr416.1m (down 1.2% from 3Q 2022). Net income: kr5.70m (up kr5.10m from 3Q 2022). Profit margin: 1.4% (up from 0.1% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Specialty Retail industry in Sweden.
Upcoming Dividend • Nov 02Upcoming dividend of kr1.50 per share at 10.0% yieldEligible shareholders must have bought the stock before 09 November 2023. Payment date: 15 November 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 10.0%. Within top quartile of Swedish dividend payers (5.5%). Higher than average of industry peers (4.2%).
분석 기사 • Sep 29Bokusgruppen (STO:BOKUS) Is Paying Out A Dividend Of SEK1.50Bokusgruppen AB (publ) ( STO:BOKUS ) will pay a dividend of SEK1.50 on the 15th of November. This means the annual...
Recent Insider Transactions • Sep 17Independent Director recently bought kr332k worth of stockOn the 13th of September, Mattias Björk bought around 11k shares on-market at roughly kr29.68 per share. This transaction amounted to 1.1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr3.9m more in shares than they have sold in the last 12 months.
분석 기사 • Sep 15Bokusgruppen (STO:BOKUS) Is Paying Out A Dividend Of SEK1.50The board of Bokusgruppen AB (publ) ( STO:BOKUS ) has announced that it will pay a dividend on the 15th of November...
분석 기사 • Aug 28Bokusgruppen (STO:BOKUS) Will Pay A Dividend Of SEK1.50Bokusgruppen AB (publ) ( STO:BOKUS ) will pay a dividend of SEK1.50 on the 15th of November. The dividend yield will be...
분석 기사 • Jul 26Bokusgruppen (STO:BOKUS) Is Due To Pay A Dividend Of SEK1.50The board of Bokusgruppen AB (publ) ( STO:BOKUS ) has announced that it will pay a dividend of SEK1.50 per share on the...
New Risk • Jul 16New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (dividend per share is over 6x earnings per share). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.4% net profit margin). Market cap is less than US$100m (kr507.1m market cap, or US$49.5m).
Reported Earnings • Jul 14Second quarter 2023 earnings released: kr1.94 loss per share (vs kr0.46 loss in 2Q 2022)Second quarter 2023 results: kr1.94 loss per share (further deteriorated from kr0.46 loss in 2Q 2022). Revenue: kr342.1m (flat on 2Q 2022). Net loss: kr31.4m (loss widened 324% from 2Q 2022). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Specialty Retail industry in Sweden.
Board Change • Jun 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Independent Chairman Mårten Andersson is the most experienced director on the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Recent Insider Transactions • May 19Director recently bought kr2.3m worth of stockOn the 16th of May, Mattias Björk bought around 66k shares on-market at roughly kr34.14 per share. This transaction amounted to 7.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr5.5m more in shares than they have sold in the last 12 months.
분석 기사 • May 11Bokusgruppen (STO:BOKUS) Is Paying Out A Dividend Of SEK1.50Bokusgruppen AB (publ)'s ( STO:BOKUS ) investors are due to receive a payment of SEK1.50 per share on 15th of November...
공시 • May 09+ 1 more updateBokusgruppen AB (publ) Approves Dividend for 2022, Payable on 10 May 2023 and 15 November 2023Bokusgruppen AB (publ) announced that at the annual general meeting held on 8 May 2023, the annual general meeting resolved on a dividend of SEK 3.00 per share, which will be paid in two parts of SEK 1.50 per share at each time. The record date for the first part of the dividend will be on 10 May 2023 and payment of the first part of the dividends is expected to take place on 15 May 2023. The record date for the second part of the dividend will be 10 November 2023 and payment of the second part of the dividends is expected to take place on 15 November 2023.
Upcoming Dividend • May 02Upcoming dividend of kr1.50 per share at 8.2% yieldEligible shareholders must have bought the stock before 09 May 2023. Payment date: 15 May 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 8.2%. Within top quartile of Swedish dividend payers (5.1%). Higher than average of industry peers (4.4%).
Reported Earnings • Apr 28First quarter 2023 earnings released: kr0.55 loss per share (vs kr0.66 loss in 1Q 2022)First quarter 2023 results: kr0.55 loss per share (improved from kr0.66 loss in 1Q 2022). Revenue: kr446.9m (up 1.4% from 1Q 2022). Net loss: kr8.80m (loss narrowed 17% from 1Q 2022). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Specialty Retail industry in Sweden.
Recent Insider Transactions • Mar 16Director recently bought kr179k worth of stockOn the 14th of March, Mattias Björk bought around 5k shares on-market at roughly kr35.88 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth kr1.2m. Insiders have collectively bought kr3.3m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Feb 22Director recently bought kr1.2m worth of stockOn the 17th of February, Mattias Björk bought around 32k shares on-market at roughly kr36.54 per share. This transaction amounted to 3.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr3.1m more in shares than they have sold in the last 12 months.
Reported Earnings • Feb 19Full year 2022 earnings released: EPS: kr1.85 (vs kr3.31 in FY 2021)Full year 2022 results: EPS: kr1.85 (down from kr3.31 in FY 2021). Revenue: kr1.82b (down 2.4% from FY 2021). Net income: kr29.8m (down 41% from FY 2021). Profit margin: 1.6% (down from 2.7% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Specialty Retail industry in Sweden.
Price Target Changed • Nov 16Price target decreased to kr56.00Down from kr72.50, the current price target is provided by 1 analyst. New target price is 45% above last closing price of kr38.65. Stock is down 3.4% over the past year. The company is forecast to post earnings per share of kr3.48 for next year compared to kr3.31 last year.
공시 • Nov 08+ 1 more updateBokusgruppen AB (Publ) Announces Nomination Committee for the Annual General Meeting 2023Bokusgruppen's AB (publ) Nomination Committee for the Annual General Meeting 2023 has been appointed in accordance with the instructions adopted by Bokusgruppen's AGM on May 12, 2022. There have been no changes in the proposal of members. The Nomination Committee hence consists of the following members: Carin Wahlén (Nomination Committee Chair) representing Patrik Wahlén, Jannis Kitsakis representing Fjärde AP-fonden, Mårten Andersson (Chairman of the Board).
Upcoming Dividend • Nov 07Upcoming dividend of kr1.50 per shareEligible shareholders must have bought the stock before 14 November 2022. Payment date: 18 November 2022. Payout ratio is on the higher end at 83%, however this is supported by cash flows. Trailing yield: 7.7%. Within top quartile of Swedish dividend payers (5.7%). Higher than average of industry peers (5.4%).
Major Estimate Revision • Nov 01Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from kr1.96b to kr1.89b. EPS estimate also fell from kr3.92 per share to kr3.48 per share. Net income forecast to shrink 20% next year vs 3.1% growth forecast for Specialty Retail industry in Sweden . Consensus price target down from kr72.50 to kr56.00. Share price fell 4.1% to kr38.85 over the past week.
Reported Earnings • Oct 26Third quarter 2022 earnings released: EPS: kr0.037 (vs kr0.98 in 3Q 2021)Third quarter 2022 results: EPS: kr0.037 (down from kr0.98 in 3Q 2021). Revenue: kr421.0m (down 1.7% from 3Q 2021). Net income: kr600.0k (down 96% from 3Q 2021). Profit margin: 0.1% (down from 3.7% in 3Q 2021). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Specialty Retail industry in Sweden.
Reported Earnings • Jul 18Second quarter 2022 earnings released: kr0.46 loss per share (vs kr1.90 loss in 2Q 2021)Second quarter 2022 results: kr0.46 loss per share (up from kr1.90 loss in 2Q 2021). Revenue: kr341.5m (up 2.1% from 2Q 2021). Net loss: kr7.40m (loss narrowed 71% from 2Q 2021). Over the next year, revenue is forecast to grow 8.5%, compared to a 8.0% growth forecast for the industry in Sweden.
Major Estimate Revision • Jul 16Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from kr2.60 to kr3.92. Revenue forecast unchanged at kr1.96b. Net income forecast to grow 11% next year vs 8.9% growth forecast for Specialty Retail industry in Sweden. Consensus price target of kr72.50 unchanged from last update. Share price was steady at kr42.30 over the past week.
