This company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsMassmart Holdings (MSM) 주식 개요Massmart Holdings Limited operates as a retail and wholesale company in South Africa and the rest of Africa. 자세히 보기MSM 펀더멘털 분석스노우플레이크 점수가치 평가2/6미래 성장0/6과거 실적0/6재무 건전성1/6배당0/6위험 분석지난 5년간 매년 수익이 63.8% 감소했습니다.이자 지급액이 수익으로 잘 충당되지 않음모든 위험 점검 보기MSM Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW490,015 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeINBLROAG490,015 investors already sharing narrativesYour Fair ValueRCurrent PriceR61.88해당 없음내재 할인율Est. Revenue$PastFuture-2b93b2016201920222025202620282031Revenue R62.8bEarnings R1.9bAdvancedSet Fair ValueView all narrativesMassmart Holdings Limited 경쟁사Pick n Pay StoresSymbol: JSE:PIKMarket cap: R15.2bDis-Chem PharmaciesSymbol: JSE:DCPMarket cap: R28.3bSPAR GroupSymbol: JSE:SPPMarket cap: R8.9bClicks GroupSymbol: JSE:CLSMarket cap: R54.2b가격 이력 및 성과Massmart Holdings 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가R61.8852주 최고가R64.6852주 최저가R29.85베타0.991개월 변동1.19%3개월 변동6.14%1년 변동4.12%3년 변동44.48%5년 변동-48.75%IPO 이후 변동345.18%최근 뉴스 및 업데이트Board Change • Sep 15High number of new directorsIndependent Non-Executive Director Mteto Nyati was the last director to join the board, commencing their role in 2022.Reported Earnings • Aug 30Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: R7.42 loss per share (down from R4.77 loss in FY 2020). Revenue: R77.6b (flat on FY 2020). Net loss: R1.60b (loss widened 55% from FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.5%. Over the next year, revenue is forecast to grow 4.0%, compared to a 8.9% growth forecast for the Consumer Retailing industry in South Africa. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.Price Target Changed • Aug 30Price target increased to R107Up from R72.00, the current price target is an average from 2 analysts. New target price is 84% above last closing price of R58.30. Stock is down 1.1% over the past year. The company posted a net loss per share of R7.42 last year.Price Target Changed • May 26Price target decreased to R63.33Down from R72.00, the current price target is an average from 3 analysts. New target price is 78% above last closing price of R35.53. Stock is down 44% over the past year. The company is forecast to post earnings per share of R0.50 next year compared to a net loss per share of R7.42 last year.Price Target Changed • Apr 27Price target decreased to R70.33Down from R78.67, the current price target is an average from 3 analysts. New target price is 69% above last closing price of R41.67. Stock is down 23% over the past year. The company is forecast to post earnings per share of R1.08 next year compared to a net loss per share of R7.42 last year.Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-executive Director Sindi Zilwa was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.더 많은 업데이트 보기Recent updatesBoard Change • Sep 15High number of new directorsIndependent Non-Executive Director Mteto Nyati was the last director to join the board, commencing their role in 2022.Reported Earnings • Aug 30Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: R7.42 loss per share (down from R4.77 loss in FY 2020). Revenue: R77.6b (flat on FY 2020). Net loss: R1.60b (loss widened 55% from FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.5%. Over the next year, revenue is forecast to grow 4.0%, compared to a 8.9% growth forecast for the Consumer Retailing industry in South Africa. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.Price Target Changed • Aug 30Price target increased to R107Up from R72.00, the current price target is an average from 2 analysts. New target price is 84% above last closing price of R58.30. Stock is down 1.1% over the past year. The company posted a net loss per share of R7.42 last year.Price Target Changed • May 26Price target decreased to R63.33Down from R72.00, the current price target is an average from 3 analysts. New target price is 78% above last closing price of R35.53. Stock is down 44% over the past year. The company is forecast to post earnings per share of R0.50 next year compared to a net loss per share of R7.42 last year.Price Target Changed • Apr 27Price target decreased to R70.33Down from R78.67, the current price target is an average from 3 analysts. New target price is 69% above last closing price of R41.67. Stock is down 23% over the past year. The company is forecast to post earnings per share of R1.08 next year compared to a net loss per share of R7.42 last year.Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-executive Director Sindi Zilwa was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공시 • Apr 19Massmart Holdings Limited, Annual General Meeting, May 19, 2022Massmart Holdings Limited, Annual General Meeting, May 19, 2022, at 12:00 South Africa Standard Time. Location: at The Protea Room, Massmart House, 16 Peltier Drive Sunninghill Ext 6 Sandton Sandton South AfricaPrice Target Changed • Mar 09Price target decreased to R69.67Down from R75.25, the current price target is an average from 3 analysts. New target price is 55% above last closing price of R45.05. Stock is down 22% over the past year. The company is forecast to post earnings per share of R3.00 next year compared to a net loss per share of R7.42 last year.Reported Earnings • Mar 08Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: R7.42 loss per share (up from R8.02 loss in FY 2020). Revenue: R77.6b (down 10% from FY 2020). Net loss: R1.60b (loss narrowed 7.8% from FY 2020). Revenue missed analyst estimates by 100%. Earnings per share (EPS) also missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 5.9%, compared to a 9.0% growth forecast for the retail industry in South Africa. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 42 percentage points per year, which is a significant difference in performance.Reported Earnings • Mar 08Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: R7.42 loss per share (up from R8.02 loss in FY 2020). Revenue: R77.6b (down 10% from FY 2020). Net loss: R1.60b (loss narrowed 7.8% from FY 2020). Revenue missed analyst estimates by 100%. Earnings per share (EPS) also missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 5.9%, compared to a 9.0% growth forecast for the retail industry in South Africa. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 42 percentage points per year, which is a significant difference in performance.공시 • Feb 19Massmart Holdings Limited to Report Fiscal Year 2021 Results on Mar 07, 2022Massmart Holdings Limited announced that they will report fiscal year 2021 results on Mar 07, 2022공시 • Dec 22Massmart Holdings Limited Provides Earnings Guidance for the 52 Weeks Ending 26 December 2021Massmart Holdings Limited provided earnings guidance for the 52 weeks ending 26 December 2021. For the period, the company expects, with a reasonable degree of certainty, that its loss per share will be at least 20% or 160.4 cents per share worse that the reported loss per share in 2020 of 802.3 cents.Reported Earnings • Aug 29First half 2021 earnings released: R3.65 loss per share (vs R4.11 loss in 1H 2020)The company reported a solid first half result with reduced losses, improved revenues and improved control over expenses. First half 2021 results: Revenue: R37.4b (up 6.1% from 1H 2020). Net loss: R787.4m (loss narrowed 12% from 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.Director Overboarding • Aug 28Director Sindiswa Zilwa has joined 5th company boardIndependent Non-executive Director Sindiswa Zilwa has been appointed to the board of Massmart Holdings Limited (JSE:MSM). Zilwa now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Aug 28Director Sindiswa Zilwa has joined 5th company boardIndependent Non-executive Director Sindiswa Zilwa has been appointed to the board of Massmart Holdings Limited (JSE:MSM). Zilwa now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Aug 28Director Sindiswa Zilwa has joined 5th company boardIndependent Non-executive Director Sindiswa Zilwa has been appointed to the board of Massmart Holdings Limited (JSE:MSM). Zilwa now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Aug 28Director Sindiswa Zilwa has joined 5th company boardIndependent Non-executive Director Sindiswa Zilwa has been appointed to the board of Massmart Holdings Limited (JSE:MSM). Zilwa now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Aug 28Director Sindiswa Zilwa has joined 5th company boardIndependent Non-executive Director Sindiswa Zilwa has been appointed to the board of Massmart Holdings Limited (JSE:MSM). Zilwa now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Aug 28Director Sindiswa Zilwa has joined 5th company boardIndependent Non-executive Director Sindiswa Zilwa has been appointed to the board of Massmart Holdings Limited (JSE:MSM). Zilwa now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Aug 28Director Sindiswa Zilwa has joined 5th company boardIndependent Non-executive Director Sindiswa Zilwa has been appointed to the board of Massmart Holdings Limited (JSE:MSM). Zilwa now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Executive Departure • Aug 28Non-Independent Non-Executive Director Susan Muigai has left the companyOn the 27th of August, Susan Muigai's tenure as Non-Independent Non-Executive Director ended after 4.3 years in the role. We don't have any record of a personal shareholding under Susan's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 1.96 years, which is considered inexperienced in the Simply Wall St Risk Model.Executive Departure • Aug 28Deputy Chair & Lead Independent Director Phumzile Langeni has left the companyOn the 27th of August, Phumzile Langeni's tenure as Deputy Chair & Lead Independent Director ended after 17.0 years in the role. We don't have any record of a personal shareholding under Phumzile's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 1.96 years, which is considered inexperienced in the Simply Wall St Risk Model.공시 • Aug 25Massmart in Talks to Buy Grocery Service OneCartMassmart Holdings Limited (JSE:MSM) is in advanced talks to buy a controlling stake in grocery delivery service OneCart PTY (Ltd)., the Walmart-owned retailer said on August 25, 2021. The group also said it hopes to conclude negotiations on the potential acquisition, which aligns with its strategy to boost its e-commerce growth, in the coming weeks.Major Estimate Revision • Mar 15Analysts update estimatesThe company is forecast to report a profit instead of a loss in 2021 with analysts raising their consensus EPS forecasts from -R0.84 to R0.92. Revenue estimate was approximately flat at R90.7b. The Consumer Retailing industry in South Africa is expected to see an average net income growth of 26% next year. The consensus price target increased from R44.38 to R57.66. Share price is up 13% to R61.05 over the past week.Reported Earnings • Mar 10Full year 2020 earnings released: R8.02 loss per share (vs R6.01 loss in FY 2019)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: R86.5b (down 7.7% from FY 2019). Net loss: R1.74b (loss widened 33% from FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance.Analyst Estimate Surprise Post Earnings • Mar 10Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 0.1%. Earnings per share (EPS) also surpassed analyst estimates by 26%. Over the next year, revenue is forecast to grow 5.8%, compared to a 11% growth forecast for the Consumer Retailing industry in South Africa.Is New 90 Day High Low • Mar 08New 90-day high: R54.10The company is up 46% from its price of R37.00 on 08 December 2020. The South African market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is R72.66 per share.공시 • Mar 07An unknown buyer acquired an unknown stake in Massmart Holdings Limited (JSE:MSM) from Public Investment Corporation Limited.An unknown buyer acquired an unknown stake in Massmart Holdings Limited (JSE:MSM) from Public Investment Corporation Limited on March 5, 2021. Post completion of the deal, total interest in the ordinary shares held by Public Investment Corporation now amounts to 9.018% of the total issued ordinary shares of Massmart. An unknown buyer completed the acquisition of an unknown stake in Massmart Holdings Limited (JSE:MSM) from Public Investment Corporation Limited on March 5, 2021.분석 기사 • Mar 02The Returns At Massmart Holdings (JSE:MSM) Provide Us With Signs Of What's To ComeDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...Is New 90 Day High Low • Feb 08New 90-day high: R44.98The company is up 14% from its price of R39.50 on 10 November 2020. The South African market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is R72.49 per share.분석 기사 • Feb 03How Much Did Massmart Holdings'(JSE:MSM) Shareholders Earn From Share Price Movements Over The Last Three Years?Massmart Holdings Limited ( JSE:MSM ) shareholders should be happy to see the share price up 17% in the last quarter...분석 기사 • Dec 22Did Massmart Holdings Limited (JSE:MSM) Insiders Buy Up More Shares?We've lost count of how many times insiders have accumulated shares in a company that goes on to improve markedly. The...Is New 90 Day High Low • Dec 17New 90-day high: R41.85The company is up 41% from its price of R29.72 on 18 September 2020. The South African market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is R75.26 per share.Price Target Changed • Dec 10Price target raised to R34.08Up from R30.50, the current price target is an average from 5 analysts. The new target price is 11% below the current share price of R38.46. As of last close, the stock is down 23% over the past year.분석 기사 • Nov 26Our Take On The Returns On Capital At Massmart Holdings (JSE:MSM)If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to...Is New 90 Day High Low • Nov 05New 90-day high: R35.83The company is up 86% from its price of R19.24 on 07 August 2020. The South African market is down 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing 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 R69.49 per share.공시 • Aug 21Massmart Holdings Limited to Report First Half, 2020 Results on Aug 27, 2020Massmart Holdings Limited announced that they will report first half, 2020 results on Aug 27, 2020공시 • Jul 17Massmart Commences Consultation Process in Terms of Section 189 and 189A of the Labour Relations Act – Game StoresMassmart Holdings Limited announced that the Massmart Group has recently completed an assessment of opportunities to improve their South African Game store efficiencies. Consequent to this project, Massmart advises shareholders that the group has commenced, with respect to its Game stores in South Africa, a consultation process in terms of section 189 and section 189A of the Labour Relations Act 66 of 1995, as amended ("the LRA"); with organised labour and other relevant stakeholders. This process may potentially affect 1,800 employees in Game stores in South Africa.주주 수익률MSMZA Consumer RetailingZA 시장7D0%-1.5%-1.2%1Y4.1%-10.4%11.2%전체 주주 수익률 보기수익률 대 산업: MSM은 지난 1년 동안 -10.4%의 수익을 기록한 ZA Consumer Retailing 산업보다 저조한 성과를 냈습니다.수익률 대 시장: MSM은 지난 1년 동안 11.2%를 기록한 ZA 시장보다 저조한 성과를 냈습니다.주가 변동성Is MSM's price volatile compared to industry and market?MSM volatilityMSM Average Weekly Movement1.4%Consumer Retailing Industry Average Movement4.5%Market Average Movement4.6%10% most volatile stocks in ZA Market9.5%10% least volatile stocks in ZA Market2.8%안정적인 주가: MSM의 주가는 지난 3개월 동안 ZA 시장보다 변동성이 컸습니다.시간에 따른 변동성: MSM의 주간 변동성은 지난 1년간 9%에서 1%로 감소했습니다.회사 소개설립직원 수CEO웹사이트199041,000Mitch Slapewww.massmart.co.za더 보기Massmart Holdings Limited 기초 지표 요약Massmart Holdings의 순이익과 매출은 시가총액과 어떻게 비교됩니까?MSM 기초 통계시가총액R13.40b순이익 (TTM)-R1.73b매출 (TTM)R78.32b0.2x주가매출비율(P/S)-7.7x주가수익비율(P/E)MSM는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표MSM 손익계산서 (TTM)매출R78.32b매출원가R64.05b총이익R14.27b기타 비용R16.00b순이익-R1.73b최근 보고된 실적Jun 26, 2022다음 실적 발표일해당 없음주당순이익(EPS)-8.00총이익률18.21%순이익률-2.21%부채/자본 비율839.0%MSM의 장기 실적은 어땠습니까?과거 실적 및 비교 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2022/11/28 18:50종가2022/11/18 00:00수익2022/06/26연간 수익2021/12/26데이터 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 소스Massmart Holdings Limited는 11명의 분석가가 다루고 있습니다. 이 중 명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Victor DimaArqaam Capital Research Offshore S.A.L.Rod SalmonBarclaysPaul Henri SteegersBofA Global Research8명의 분석가 더 보기
Board Change • Sep 15High number of new directorsIndependent Non-Executive Director Mteto Nyati was the last director to join the board, commencing their role in 2022.
Reported Earnings • Aug 30Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: R7.42 loss per share (down from R4.77 loss in FY 2020). Revenue: R77.6b (flat on FY 2020). Net loss: R1.60b (loss widened 55% from FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.5%. Over the next year, revenue is forecast to grow 4.0%, compared to a 8.9% growth forecast for the Consumer Retailing industry in South Africa. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.
Price Target Changed • Aug 30Price target increased to R107Up from R72.00, the current price target is an average from 2 analysts. New target price is 84% above last closing price of R58.30. Stock is down 1.1% over the past year. The company posted a net loss per share of R7.42 last year.
Price Target Changed • May 26Price target decreased to R63.33Down from R72.00, the current price target is an average from 3 analysts. New target price is 78% above last closing price of R35.53. Stock is down 44% over the past year. The company is forecast to post earnings per share of R0.50 next year compared to a net loss per share of R7.42 last year.
Price Target Changed • Apr 27Price target decreased to R70.33Down from R78.67, the current price target is an average from 3 analysts. New target price is 69% above last closing price of R41.67. Stock is down 23% over the past year. The company is forecast to post earnings per share of R1.08 next year compared to a net loss per share of R7.42 last year.
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-executive Director Sindi Zilwa was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Sep 15High number of new directorsIndependent Non-Executive Director Mteto Nyati was the last director to join the board, commencing their role in 2022.
Reported Earnings • Aug 30Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: R7.42 loss per share (down from R4.77 loss in FY 2020). Revenue: R77.6b (flat on FY 2020). Net loss: R1.60b (loss widened 55% from FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.5%. Over the next year, revenue is forecast to grow 4.0%, compared to a 8.9% growth forecast for the Consumer Retailing industry in South Africa. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.
Price Target Changed • Aug 30Price target increased to R107Up from R72.00, the current price target is an average from 2 analysts. New target price is 84% above last closing price of R58.30. Stock is down 1.1% over the past year. The company posted a net loss per share of R7.42 last year.
Price Target Changed • May 26Price target decreased to R63.33Down from R72.00, the current price target is an average from 3 analysts. New target price is 78% above last closing price of R35.53. Stock is down 44% over the past year. The company is forecast to post earnings per share of R0.50 next year compared to a net loss per share of R7.42 last year.
Price Target Changed • Apr 27Price target decreased to R70.33Down from R78.67, the current price target is an average from 3 analysts. New target price is 69% above last closing price of R41.67. Stock is down 23% over the past year. The company is forecast to post earnings per share of R1.08 next year compared to a net loss per share of R7.42 last year.
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-executive Director Sindi Zilwa was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공시 • Apr 19Massmart Holdings Limited, Annual General Meeting, May 19, 2022Massmart Holdings Limited, Annual General Meeting, May 19, 2022, at 12:00 South Africa Standard Time. Location: at The Protea Room, Massmart House, 16 Peltier Drive Sunninghill Ext 6 Sandton Sandton South Africa
Price Target Changed • Mar 09Price target decreased to R69.67Down from R75.25, the current price target is an average from 3 analysts. New target price is 55% above last closing price of R45.05. Stock is down 22% over the past year. The company is forecast to post earnings per share of R3.00 next year compared to a net loss per share of R7.42 last year.
Reported Earnings • Mar 08Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: R7.42 loss per share (up from R8.02 loss in FY 2020). Revenue: R77.6b (down 10% from FY 2020). Net loss: R1.60b (loss narrowed 7.8% from FY 2020). Revenue missed analyst estimates by 100%. Earnings per share (EPS) also missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 5.9%, compared to a 9.0% growth forecast for the retail industry in South Africa. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 42 percentage points per year, which is a significant difference in performance.
Reported Earnings • Mar 08Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: R7.42 loss per share (up from R8.02 loss in FY 2020). Revenue: R77.6b (down 10% from FY 2020). Net loss: R1.60b (loss narrowed 7.8% from FY 2020). Revenue missed analyst estimates by 100%. Earnings per share (EPS) also missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 5.9%, compared to a 9.0% growth forecast for the retail industry in South Africa. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 42 percentage points per year, which is a significant difference in performance.
공시 • Feb 19Massmart Holdings Limited to Report Fiscal Year 2021 Results on Mar 07, 2022Massmart Holdings Limited announced that they will report fiscal year 2021 results on Mar 07, 2022
공시 • Dec 22Massmart Holdings Limited Provides Earnings Guidance for the 52 Weeks Ending 26 December 2021Massmart Holdings Limited provided earnings guidance for the 52 weeks ending 26 December 2021. For the period, the company expects, with a reasonable degree of certainty, that its loss per share will be at least 20% or 160.4 cents per share worse that the reported loss per share in 2020 of 802.3 cents.
Reported Earnings • Aug 29First half 2021 earnings released: R3.65 loss per share (vs R4.11 loss in 1H 2020)The company reported a solid first half result with reduced losses, improved revenues and improved control over expenses. First half 2021 results: Revenue: R37.4b (up 6.1% from 1H 2020). Net loss: R787.4m (loss narrowed 12% from 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.
Director Overboarding • Aug 28Director Sindiswa Zilwa has joined 5th company boardIndependent Non-executive Director Sindiswa Zilwa has been appointed to the board of Massmart Holdings Limited (JSE:MSM). Zilwa now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Aug 28Director Sindiswa Zilwa has joined 5th company boardIndependent Non-executive Director Sindiswa Zilwa has been appointed to the board of Massmart Holdings Limited (JSE:MSM). Zilwa now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Aug 28Director Sindiswa Zilwa has joined 5th company boardIndependent Non-executive Director Sindiswa Zilwa has been appointed to the board of Massmart Holdings Limited (JSE:MSM). Zilwa now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Aug 28Director Sindiswa Zilwa has joined 5th company boardIndependent Non-executive Director Sindiswa Zilwa has been appointed to the board of Massmart Holdings Limited (JSE:MSM). Zilwa now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Aug 28Director Sindiswa Zilwa has joined 5th company boardIndependent Non-executive Director Sindiswa Zilwa has been appointed to the board of Massmart Holdings Limited (JSE:MSM). Zilwa now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Aug 28Director Sindiswa Zilwa has joined 5th company boardIndependent Non-executive Director Sindiswa Zilwa has been appointed to the board of Massmart Holdings Limited (JSE:MSM). Zilwa now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Aug 28Director Sindiswa Zilwa has joined 5th company boardIndependent Non-executive Director Sindiswa Zilwa has been appointed to the board of Massmart Holdings Limited (JSE:MSM). Zilwa now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Executive Departure • Aug 28Non-Independent Non-Executive Director Susan Muigai has left the companyOn the 27th of August, Susan Muigai's tenure as Non-Independent Non-Executive Director ended after 4.3 years in the role. We don't have any record of a personal shareholding under Susan's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 1.96 years, which is considered inexperienced in the Simply Wall St Risk Model.
Executive Departure • Aug 28Deputy Chair & Lead Independent Director Phumzile Langeni has left the companyOn the 27th of August, Phumzile Langeni's tenure as Deputy Chair & Lead Independent Director ended after 17.0 years in the role. We don't have any record of a personal shareholding under Phumzile's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 1.96 years, which is considered inexperienced in the Simply Wall St Risk Model.
공시 • Aug 25Massmart in Talks to Buy Grocery Service OneCartMassmart Holdings Limited (JSE:MSM) is in advanced talks to buy a controlling stake in grocery delivery service OneCart PTY (Ltd)., the Walmart-owned retailer said on August 25, 2021. The group also said it hopes to conclude negotiations on the potential acquisition, which aligns with its strategy to boost its e-commerce growth, in the coming weeks.
Major Estimate Revision • Mar 15Analysts update estimatesThe company is forecast to report a profit instead of a loss in 2021 with analysts raising their consensus EPS forecasts from -R0.84 to R0.92. Revenue estimate was approximately flat at R90.7b. The Consumer Retailing industry in South Africa is expected to see an average net income growth of 26% next year. The consensus price target increased from R44.38 to R57.66. Share price is up 13% to R61.05 over the past week.
Reported Earnings • Mar 10Full year 2020 earnings released: R8.02 loss per share (vs R6.01 loss in FY 2019)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: R86.5b (down 7.7% from FY 2019). Net loss: R1.74b (loss widened 33% from FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance.
Analyst Estimate Surprise Post Earnings • Mar 10Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 0.1%. Earnings per share (EPS) also surpassed analyst estimates by 26%. Over the next year, revenue is forecast to grow 5.8%, compared to a 11% growth forecast for the Consumer Retailing industry in South Africa.
Is New 90 Day High Low • Mar 08New 90-day high: R54.10The company is up 46% from its price of R37.00 on 08 December 2020. The South African market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is R72.66 per share.
공시 • Mar 07An unknown buyer acquired an unknown stake in Massmart Holdings Limited (JSE:MSM) from Public Investment Corporation Limited.An unknown buyer acquired an unknown stake in Massmart Holdings Limited (JSE:MSM) from Public Investment Corporation Limited on March 5, 2021. Post completion of the deal, total interest in the ordinary shares held by Public Investment Corporation now amounts to 9.018% of the total issued ordinary shares of Massmart. An unknown buyer completed the acquisition of an unknown stake in Massmart Holdings Limited (JSE:MSM) from Public Investment Corporation Limited on March 5, 2021.
분석 기사 • Mar 02The Returns At Massmart Holdings (JSE:MSM) Provide Us With Signs Of What's To ComeDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
Is New 90 Day High Low • Feb 08New 90-day high: R44.98The company is up 14% from its price of R39.50 on 10 November 2020. The South African market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is R72.49 per share.
분석 기사 • Feb 03How Much Did Massmart Holdings'(JSE:MSM) Shareholders Earn From Share Price Movements Over The Last Three Years?Massmart Holdings Limited ( JSE:MSM ) shareholders should be happy to see the share price up 17% in the last quarter...
분석 기사 • Dec 22Did Massmart Holdings Limited (JSE:MSM) Insiders Buy Up More Shares?We've lost count of how many times insiders have accumulated shares in a company that goes on to improve markedly. The...
Is New 90 Day High Low • Dec 17New 90-day high: R41.85The company is up 41% from its price of R29.72 on 18 September 2020. The South African market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is R75.26 per share.
Price Target Changed • Dec 10Price target raised to R34.08Up from R30.50, the current price target is an average from 5 analysts. The new target price is 11% below the current share price of R38.46. As of last close, the stock is down 23% over the past year.
분석 기사 • Nov 26Our Take On The Returns On Capital At Massmart Holdings (JSE:MSM)If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to...
Is New 90 Day High Low • Nov 05New 90-day high: R35.83The company is up 86% from its price of R19.24 on 07 August 2020. The South African market is down 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing 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 R69.49 per share.
공시 • Aug 21Massmart Holdings Limited to Report First Half, 2020 Results on Aug 27, 2020Massmart Holdings Limited announced that they will report first half, 2020 results on Aug 27, 2020
공시 • Jul 17Massmart Commences Consultation Process in Terms of Section 189 and 189A of the Labour Relations Act – Game StoresMassmart Holdings Limited announced that the Massmart Group has recently completed an assessment of opportunities to improve their South African Game store efficiencies. Consequent to this project, Massmart advises shareholders that the group has commenced, with respect to its Game stores in South Africa, a consultation process in terms of section 189 and section 189A of the Labour Relations Act 66 of 1995, as amended ("the LRA"); with organised labour and other relevant stakeholders. This process may potentially affect 1,800 employees in Game stores in South Africa.
