View ValuationSun International 향후 성장Future 기준 점검 2/6Sun International의 수익이 증가할 것으로 예상됨입니다.핵심 정보n/a이익 성장률n/aEPS 성장률Hospitality 이익 성장22.0%매출 성장률5.4%향후 자기자본이익률34.00%애널리스트 커버리지Low마지막 업데이트01 Jul 2026최근 향후 성장 업데이트공고 • Sep 01Sun International Limited Provides Earnings Guidance for the Six-Month Period Ended 30 June 2025Sun International Limited provided earnings guidance for the six-month period ended 30 June 2025. For the period, the company expected headline earnings per share of 298 cents to 307 cents; Basic earnings per share of 300 cents to 310 cents.모든 업데이트 보기Recent updatesBuy Or Sell Opportunity • Jul 02Now 22% undervaluedOver the last 90 days, the stock has risen 8.9% to R52.63. The fair value is estimated to be R67.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Earnings per share has grown by 28%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 11% in the next 2 years.분석 기사 • Jun 13We Ran A Stock Scan For Earnings Growth And Sun International (JSE:SUI) Passed With EaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Buy Or Sell Opportunity • Jun 10Now 20% undervaluedOver the last 90 days, the stock has risen 41% to R51.60. The fair value is estimated to be R64.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Earnings per share has grown by 28%.공고 • May 02Sun International Limited, Annual General Meeting, Jun 03, 2026Sun International Limited, Annual General Meeting, Jun 03, 2026. Location: the maslow hotel, corner of grayston drive and rivonia road, sandton, johannesburg South AfricaRecent Insider Transactions • Apr 19CFO & Executive Director recently sold R2.1m worth of stockOn the 14th of April, Norman Basthdaw sold around 45k shares on-market at roughly R46.03 per share. This transaction amounted to 3.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Norman has been a net seller over the last 12 months, reducing personal holdings by R2.2m.Upcoming Dividend • Apr 01Upcoming dividend of R3.52 per shareEligible shareholders must have bought the stock before 08 April 2026. Payment date: 13 April 2026. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 8.9%. Within top quartile of South African dividend payers (8.1%). Higher than average of industry peers (5.5%).Declared Dividend • Mar 18Final dividend increased to R3.52Dividend of R3.52 is 49% higher than last year. Ex-date: 8th April 2026 Payment date: 13th April 2026 Dividend yield will be 13%, which is higher than the industry average of 7.4%. Sustainability & Growth Dividend is covered by both earnings (2% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 3.7% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 43% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 16Full year 2025 earnings released: EPS: R6.61 (vs R4.99 in FY 2024)Full year 2025 results: EPS: R6.61 (up from R4.99 in FY 2024). Revenue: R13.0b (up 3.2% from FY 2024). Net income: R1.60b (up 32% from FY 2024). Profit margin: 12% (up from 9.7% in FY 2024). Revenue is forecast to grow 3.9% p.a. on average during the next 2 years, compared to a 8.0% growth forecast for the Hospitality industry in Africa. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.공고 • Mar 16+ 1 more updateSun International Limited Proposes Final Cash Dividend for the Period Ended December 31, 2025, Payable on April 13, 2026Sun International Limited Proposed a final gross cash ordinary dividend of 252 cents (201.60000 cents net of dividend withholding tax) for the year ended 31 December 2025 being a 6.3% increase on the prior year's 237 cents. Last day to trade cum dividend 7 April 2026, shares commence trading 'ex' dividend 8 April 2026, record date 10 April 2026, and payment date 13 April 2026.공고 • Feb 03+ 1 more updateSun International Limited to Report Fiscal Year 2025 Final Results on Mar 16, 2026Sun International Limited announced that they will report fiscal year 2025 final results on Mar 16, 2026Recent Insider Transactions • Oct 05CFO & Executive Director recently sold R145k worth of stockOn the 1st of October, Norman Basthdaw sold around 80k shares on-market at roughly R1.81 per share. This transaction amounted to 6.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Norman has been a net seller over the last 12 months, reducing personal holdings by R1.2m.Reported Earnings • Sep 11First half 2025 earnings released: EPS: R3.04 (vs R1.96 in 1H 2024)First half 2025 results: EPS: R3.04 (up from R1.96 in 1H 2024). Revenue: R6.19b (up 3.2% from 1H 2024). Net income: R737.0m (up 54% from 1H 2024). Profit margin: 12% (up from 8.0% in 1H 2024). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Hospitality industry in Africa. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.분석 기사 • Sep 11Sun International (JSE:SUI) Will Pay A Dividend Of ZAR1.72Sun International Limited's ( JSE:SUI ) investors are due to receive a payment of ZAR1.72 per share on 29th of...Declared Dividend • Sep 10First half dividend increased to R1.72Dividend of R1.72 is 6.8% higher than last year. Ex-date: 23rd September 2025 Payment date: 29th September 2025 Dividend yield will be 9.1%, which is higher than the industry average of 7.4%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 4.2% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 52% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Sep 09Now 20% undervaluedOver the last 90 days, the stock has risen 9.1% to R45.50. The fair value is estimated to be R56.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.4% over the last 3 years. Earnings per share has grown by 31%. Revenue is forecast to grow by 8.1% in 2 years. Earnings are forecast to grow by 17% in the next 2 years.공고 • Sep 01Sun International Limited Provides Earnings Guidance for the Six-Month Period Ended 30 June 2025Sun International Limited provided earnings guidance for the six-month period ended 30 June 2025. For the period, the company expected headline earnings per share of 298 cents to 307 cents; Basic earnings per share of 300 cents to 310 cents.Buy Or Sell Opportunity • Jul 17Now 20% undervaluedOver the last 90 days, the stock has risen 22% to R47.40. The fair value is estimated to be R59.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 38%. For the next 3 years, revenue is forecast to grow by 4.1% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.공고 • Jul 02Sun International Limited Announces Board and Committee Changes, Effective July 1, 2025Sun International Limited announced the appointment of Mr. U Bengtsson as an executive director of the Company with effect from 1 July 2025. Following the retirement of Mr. Leeming as an executive director of Sun International, he has likewise and with immediate effect retired as a member of the Sun International Social and Ethics Committee as well as a member of the Risk Committee.공고 • Jun 24+ 1 more updateSun International Limited Appoints Ulrik Bengtsson as an Executive Director, Effective 1 July 2025Sun International announced that Mr. Ulrik Bengtsson has now secured his South African work permit and will be joining the Sun International group as its new Chief Executive on 1 July 2025. Furthermore, shareholders are advised that in accordance with paragraph 3.59(a) of the JSE Listings Requirements, the board of Sun International has appointed Mr. Bengtsson as an executive director of the Company with effect from 1 July 2025.Recent Insider Transactions • Apr 21CEO & Executive Director recently sold R6.5m worth of stockOn the 15th of April, Anthony Leeming sold around 166k shares on-market at roughly R39.27 per share. This transaction amounted to 10.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Anthony has been a net seller over the last 12 months, reducing personal holdings by R24m.Recent Insider Transactions • Apr 17Non-Executive Chairman recently bought R874k worth of stockOn the 10th of April, Samuel Sithole bought around 23k shares on-market at roughly R38.00 per share. This trade did not impact their existing holding. In the last 3 months, there was an even bigger purchase from another insider worth R990k. This was Samuel's only on-market trade for the last 12 months.분석 기사 • Apr 09Sun International's (JSE:SUI) Upcoming Dividend Will Be Larger Than Last Year'sSun International Limited ( JSE:SUI ) has announced that it will be increasing its dividend from last year's comparable...Upcoming Dividend • Apr 03Upcoming dividend of R2.37 per shareEligible shareholders must have bought the stock before 09 April 2025. Payment date: 14 April 2025. Payout ratio is on the higher end at 80%, however this is supported by cash flows. Trailing yield: 9.8%. Within top quartile of South African dividend payers (8.6%). Higher than average of industry peers (5.8%).Recent Insider Transactions • Apr 01CFO & Executive Director recently bought R990k worth of stockOn the 27th of March, Norman Basthdaw bought around 24k shares on-market at roughly R41.60 per share. This transaction amounted to 2.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Norman's only on-market trade for the last 12 months.공고 • Mar 31Sun International Limited, Annual General Meeting, May 07, 2025Sun International Limited, Annual General Meeting, May 07, 2025. Location: the maslow hotel, corner of grayston drive and rivonia road, sandton, johannesburg South Africa공고 • Mar 24+ 1 more updateSun International Limited Announces Chief Executive ChangesSun International Limited announced Early retirement of Mr. Anthony Leeming and appointment of Mr. Ulrik Bengtsson as new chief executive. EARLY RETIREMENT OF MR ANTHONY LEEMING, Shareholders are advised that Mr. Anthony Leeming, the Chief Executive of Sun International, has formally given notice that he will retire from Sun International with effect from 31 December 2025 to pursue various personal opportunities outside of the group. Anthony joined Sun International in 1999 as Group Finance Manager before assuming the role as Chief Financial Officer on 1 March 2013. On 1 February 2017, Anthony was appointed as group Chief Executive. Amongst his achievements during his eight-year tenure of leading the group include, his decisive leadership while navigating the business through the COVID-19 pandemic, the recapitalisation and de-gearing of the group's balance sheet, strides to optimise the portfolio of assets and enhance operational performance, the entry and growth of Sun International into the online gaming market, and an unwavering focus on enhancing the customer experience at the group's properties, including the iconic Sun City. APPOINTMENT OF MR ULRIK BENGTSSON AS CHIEF EXECUTIVE, The board is delighted to announce that, following a comprehensive global search, internationally renowned gaming executive, Mr. Ulrik Bengtsson, has been appointed Chief Executive of Sun International with effect from 1st July 2025 or such earlier date, dependant on the date of securing his work permit. Mr. Bengtsson, a Swedish national, has been CEO of international listed companies and consumer services groups across gaming, betting, broadcasting and telecoms for nearly 20 years. He brings a proven track record of driving business transformations, scaling omnichannel platform businesses, both organically and through M&A, as well as in-depth knowledge of the global land-based and online gaming markets. Notably, Ulrik was previously the Group CEO of UK-based gaming group William Hill plc, where he turned the company around, and led the sale of the group to Caesars Entertainment Inc. in the US for £2.9 billion, and the subsequent sale of William Hill's European assets to 888 Holdings Limited for 2.3 billion. He was also previously President and CEO of Swedish-listed online gaming group Betsson AB, where he doubled revenue within five years and completed multiple acquisitions. Ulrik holds a Bachelor of Commerce degree from Dalhousie University in Canada and is currently Chairman of Hostelworld plc, Raketech plc, and Gamenation roles he will retire from in order to relocate to South Africa and assume the role of Chief Executive of Sun International. Accordingly, and with effect from 1 July 2025, or such earlier date as agreed, Anthony will step down as the Chief Executive of Sun International as well as other group companies and will be succeeded by Ulrik Bengtsson as the new Chief Executive of Sun International. While Anthony will relinquish his role as Chief Executive of Sun International, he will remain with the Company until the end of December 2025 and will work closely with Ulrik to effect a smooth transition, and continue supporting the board and group as appropriate.분석 기사 • Mar 24Why Sun International's (JSE:SUI) Earnings Are Better Than They SeemInvestors signalled that they were pleased with Sun International Limited's ( JSE:SUI ) most recent earnings report...분석 기사 • Mar 20Sun International (JSE:SUI) Has Announced That It Will Be Increasing Its Dividend To ZAR2.37Sun International Limited ( JSE:SUI ) will increase its dividend on the 14th of April to ZAR2.37, which is 17% higher...Declared Dividend • Mar 19Final dividend of R2.37 announcedShareholders will receive a dividend of R2.37. Ex-date: 9th April 2025 Payment date: 14th April 2025 Dividend yield will be 9.7%, which is higher than the industry average of 7.4%. Sustainability & Growth Dividend is covered by both earnings (88% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 5.7% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 9.1% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 18Full year 2024 earnings released: EPS: R499 (vs R4.23 in FY 2023)Full year 2024 results: EPS: R499 (up from R4.23 in FY 2023). Revenue: R12.6b (up 4.0% from FY 2023). Net income: R1.21b (up 18% from FY 2023). Profit margin: 9.7% (up from 8.5% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Hospitality industry in Africa. Over the last 3 years on average, earnings per share has increased by 175% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.공고 • Mar 14Sun International Limited to Report First Half, 2025 Results on Sep 08, 2025Sun International Limited announced that they will report first half, 2025 results on Sep 08, 2025공고 • Mar 10Sun International Limited to Report Fiscal Year 2024 Results on Mar 17, 2025Sun International Limited announced that they will report fiscal year 2024 results on Mar 17, 2025Recent Insider Transactions • Sep 22CEO & Executive Director recently sold R11m worth of stockOn the 18th of September, Anthony Leeming sold around 238k shares on-market at roughly R45.04 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Anthony has been a net seller over the last 12 months, reducing personal holdings by R15m.분석 기사 • Sep 16Sun International's (JSE:SUI) Strong Earnings Are Of Good QualityEven though Sun International Limited's ( JSE:SUI ) recent earnings release was robust, the market didn't seem to...Reported Earnings • Sep 11First half 2024 earnings released: EPS: R1.96 (vs R1.71 in 1H 2023)First half 2024 results: EPS: R1.96 (up from R1.71 in 1H 2023). Revenue: R6.00b (up 3.7% from 1H 2023). Net income: R479.0m (up 15% from 1H 2023). Profit margin: 8.0% (up from 7.2% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Hospitality industry in Africa. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.분석 기사 • Sep 04Sun International (JSE:SUI) Is Very Good At Capital AllocationTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...Board Change • Jun 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. 1 highly experienced director. Independent Non-Executive Director Dawn Marole was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.분석 기사 • May 02Increases to Sun International Limited's (JSE:SUI) CEO Compensation Might Cool off for nowKey Insights Sun International's Annual General Meeting to take place on 8th of May Salary of R8.24m is part of CEO...공고 • Apr 19Rutam Finance Company Limited concluded a sale and purchase of shares agreement to acquire a 43.3% stake in The Tourist Company of Nigeria Plc (NGSE:TOURIST) from Sun International Limited (JSE:SUI) for $1.875 million.Rutam Finance Company Limited concluded a sale and purchase of shares agreement to acquire a 43.3% stake in The Tourist Company of Nigeria Plc (NGSE:TOURIST) from Sun International Limited (JSE:SUI) for $1.875 million on April 18, 2024. The transaction includes Sun International dispose of 100% of its loan account held in TCN to RFC for a selling price of $12.675 million. The remaining 6% equity interest held by Sun International in TCN will be sold by Sun International in due course and shareholders will be advised thereof at the appropriate time. The remaining major shareholders of TCN have, as per the shareholders agreement in place between the parties, agreed to waive their pre-emptive rights to subscribe for those shares which Sun International intends selling to RFC and have consented to the Proposed Transaction. The transaction is subject to securing Competition Authority, Securities Exchange Commission and Nigerian Stock Exchange approvals in Nigeria; RFC executing an accession agreement to the shareholders agreement between TCN and its various shareholders; and Oma Investments Limited and Omamo Investments Corporation, sister companies of RFC, and Sun International entering into a settlement agreement regarding the various disputes, actions and applications instituted against each other in previous years. The closing date of the Proposed Transaction will be the third business day immediately following the date upon which the last of the conditions precedent set out in the sale and purchase of shares agreement have been fulfilled or waived (to the extent that they are capable of being waived) by the parties which is anticipated to be not later than May 28, 2024.Upcoming Dividend • Apr 05Upcoming dividend of R2.03 per shareEligible shareholders must have bought the stock before 10 April 2024. Payment date: 15 April 2024. Payout ratio is on the higher end at 83%, however this is supported by cash flows. Trailing yield: 9.5%. Within top quartile of South African dividend payers (9.0%). Higher than average of industry peers (7.6%).Recent Insider Transactions • Mar 31CEO & Executive Director recently bought R2.3m worth of stockOn the 25th of March, Anthony Leeming bought around 63k shares on-market at roughly R36.20 per share. This transaction amounted to 3.1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Anthony's only on-market trade for the last 12 months.분석 기사 • Mar 22Sun International's (JSE:SUI) Dividend Will Be ZAR2.03The board of Sun International Limited ( JSE:SUI ) has announced that it will pay a dividend on the 15th of April, with...공고 • Feb 07+ 2 more updatesSun International Limited, Annual General Meeting, May 08, 2024Sun International Limited, Annual General Meeting, May 08, 2024.공고 • Feb 06Sun International Limited, Annual General Meeting, Mar 04, 2024Sun International Limited, Annual General Meeting, Mar 04, 2024, at 09:00 South Africa Standard Time. Location: Maslow Hotel, Cnr Rivonia Road and Grayston Drive Sandton South Africa Agenda: To consider the propose acquisition by Sun International (South Africa) Limited, a wholly owned subsidiary of Sun International, of all of the issued ordinary shares and any claims on loan account against Peermont Holdings Proprietary Limited.Upcoming Dividend • Sep 20Upcoming dividend of R1.48 per share at 9.3% yieldEligible shareholders must have bought the stock before 27 September 2023. Payment date: 02 October 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 9.3%. Lower than top quartile of South African dividend payers (9.5%). Higher than average of industry peers (7.4%).공고 • Sep 13Sun International Limited Declares Gross Interim Cash Dividend for the Six-Month Period Ended 30 June 2023, Payable on 2 October 2023The board of Sun International Limited has declared a gross interim cash dividend of 148 cents (118.40000 cents net of dividend withholding tax) for the six-month period ended 30 June 2023 being a 68.2% increase on the prior period's 88 cents. Last day to trade cum dividend is on 26 September 2023; Shares commence trading 'ex' dividend on 27 September 2023; Record date is on 29 September 2023; Payment date on 2 October 2023.Reported Earnings • Sep 12First half 2023 earnings released: EPS: R1.71 (vs R0.94 in 1H 2022)First half 2023 results: EPS: R1.71 (up from R0.94 in 1H 2022). Revenue: R5.79b (up 12% from 1H 2022). Net income: R482.0m (up 108% from 1H 2022). Profit margin: 8.3% (up from 4.5% in 1H 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.공고 • Aug 18Sun International Limited to Report Q2, 2023 Results on Sep 11, 2023Sun International Limited announced that they will report Q2, 2023 results on Sep 11, 2023분석 기사 • Jun 27Does Sun International (JSE:SUI) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • May 13Shareholders Would Enjoy A Repeat Of Sun International's (JSE:SUI) Recent Growth In ReturnsIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...Recent Insider Transactions • Mar 27CEO & Executive Director recently bought R2.2m worth of stockOn the 20th of March, Anthony Leeming bought around 60k shares on-market at roughly R36.42 per share. This transaction amounted to 4.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Anthony has been a buyer over the last 12 months, purchasing a net total of R11m worth in shares.Upcoming Dividend • Mar 22Upcoming dividend of R2.41 per share at 8.5% yieldEligible shareholders must have bought the stock before 29 March 2023. Payment date: 03 April 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 8.5%. Lower than top quartile of South African dividend payers (8.9%). Higher than average of industry peers (5.8%).분석 기사 • Mar 20The Strong Earnings Posted By Sun International (JSE:SUI) Are A Good Indication Of The Strength Of The BusinessWhen companies post strong earnings, the stock generally performs well, just like Sun International Limited's ( JSE:SUI...Reported Earnings • Mar 14Full year 2022 earnings released: EPS: R2.24 (vs R1.06 in FY 2021)Full year 2022 results: EPS: R2.24 (up from R1.06 in FY 2021). Revenue: R11.3b (up 44% from FY 2021). Net income: R555.0m (up 109% from FY 2021). Profit margin: 4.9% (up from 3.4% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.공고 • Feb 17Sun International Limited to Report Fiscal Year 2022 Results on Mar 13, 2023Sun International Limited announced that they will report fiscal year 2022 results on Mar 13, 2023Upcoming Dividend • Sep 07Upcoming dividend of R0.88 per shareEligible shareholders must have bought the stock before 14 September 2022. Payment date: 19 September 2022. Trailing yield: 5.6%. Lower than top quartile of South African dividend payers (8.8%). Higher than average of industry peers (4.0%).Reported Earnings • Aug 29First half 2022 earnings released: EPS: R0.94 (vs R0.28 loss in 1H 2021)First half 2022 results: EPS: R0.94 (up from R0.28 loss in 1H 2021). Revenue: R5.17b (up 29% from 1H 2021). Net income: R232.0m (up R301.0m from 1H 2021). Profit margin: 4.5% (up from net loss in 1H 2021). Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • May 24Investor sentiment improved over the past weekAfter last week's 22% share price gain to R32.20, the stock trades at a trailing P/E ratio of 30.2x. Average trailing P/E is 20x in the Hospitality industry in Africa. Total loss to shareholders of 30% over the past three years.Valuation Update With 7 Day Price Move • Mar 31Investor sentiment improved over the past weekAfter last week's 15% share price gain to R29.97, the stock trades at a trailing P/E ratio of 28.2x. Average trailing P/E is 20x in the Hospitality industry in Africa. Total loss to shareholders of 35% over the past three years.Reported Earnings • Mar 15Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: R91.74 (up from R3.60 loss in FY 2020). Revenue: R7.81b (up 28% from FY 2020). Net income: R265.0m (up R894.0m from FY 2020). Profit margin: 3.4% (up from net loss in FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 136% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 20% share price gain to R25.85, the stock trades at a trailing P/E ratio of 45.4x. Average trailing P/E is 22x in the Hospitality industry in Africa. Total loss to shareholders of 49% over the past three years.Valuation Update With 7 Day Price Move • Nov 19Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to R25.20, the stock trades at a trailing P/E ratio of 44.3x. Average trailing P/E is 21x in the Hospitality industry in Africa. Total loss to shareholders of 49% over the past three years.Valuation Update With 7 Day Price Move • Oct 04Investor sentiment improved over the past weekAfter last week's 16% share price gain to R22.38, the stock trades at a trailing P/E ratio of 39.3x. Average trailing P/E is 35x in the Hospitality industry in Africa. Total loss to shareholders of 58% over the past three years.Executive Departure • Jun 19Independent Non-Executive Chairman Jabulane Mabuza has left the companyOn the 16th of June, Jabulane Mabuza's tenure as Independent Non-Executive Chairman ended after 2.8 years in the role. As of March 2021, Jabulane still personally held only 24.44k shares (R336k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.33 years.공고 • Mar 09Sun International Limited to Report Fiscal Year 2020 Results on Mar 15, 2021Sun International Limited announced that they will report fiscal year 2020 results on Mar 15, 2021공고 • Feb 25An unknown buyer acquired an unknown stake in Sun International Limited (JSE:SUI) from clients of Allan Gray.An unknown buyer acquired an unknown stake in Sun International Limited (JSE:SUI) from clients of Allan Gray on February 23, 2021. As a result of the transaction, clients of Allan Gray now holds a 24.873% stake in Sun International Limited. An unknown buyer completed the acquisition of an unknown stake in Sun International Limited (JSE:SUI) from clients of Allan Gray on February 23, 2021.Is New 90 Day High Low • Feb 04New 90-day high: R15.33The company is up 20% from its price of R12.80 on 06 November 2020. The South African market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 5.0% over the same period.Is New 90 Day High Low • Dec 29New 90-day low: R12.60The company is down 7.0% from its price of R13.60 on 30 September 2020. The South African market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 3.0% over the same period.공고 • Nov 21Sun International Limited Announces Appointment of Tapiwa Ngara as a Full DirectorSun International Limited announced that Tapiwa Ngara, who had previously been appointed as an alternate non-executive director to Sam Sithole on the Sun International Board, has been appointed as a full director with effect from November 20, 2020. Tapiwa currently serves as an Investment Director and member of the Investment Committee at Value Capital Partners (Pty) Ltd. Previously, he fulfilled the roles as Group Corporate Development Manager at Vivo Energy Plc in the UK, and as an investment banker at Goldman Sachs based in London.공고 • Oct 13An unknown buyer acquired an unknown stake in Sun International Limited (JSE:SUI) from clients of Steyn Capital Management (Pty) Ltd.An unknown buyer acquired an unknown stake in Sun International Limited (JSE:SUI) from clients of Steyn Capital Management (Pty) Ltd on October 6, 2020. As a result of the transaction, clients of Steyn Capital Management (Pty) Ltd now holds a 8.956% stake in Sun International Limited. An unknown buyer completed the acquisition of an unknown stake in Sun International Limited (JSE:SUI) from clients of Steyn Capital Management (Pty) Ltd on October 6, 2020.Is New 90 Day High Low • Oct 08New 90-day high: R15.30The company is up 6.0% from its price of R14.50 on 10 July 2020. The South African market is down 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is down 39% over the same period.이익 및 매출 성장 예측JSE:SUI - 애널리스트 향후 추정치 및 과거 재무 데이터 (ZAR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202815,285N/A1,7913,581212/31/202714,507N/A1,6033,279212/31/202613,801N/A1,4733,177212/31/202512,9771,6021,8523,119N/A9/30/202512,8681,5371,8312,933N/A6/30/202512,7591,4721,8102,747N/A3/31/202512,6641,3431,9352,933N/A12/31/202412,5691,2142,0593,118N/A9/30/202412,4091,1542,1213,298N/A6/30/202412,2491,0942,1823,477N/A3/31/202412,1061,1082,0803,348N/A12/31/202311,9621,1221,9773,218N/A9/30/202311,8909762,1603,306N/A6/30/202311,8178302,3433,393N/A3/31/202311,5466932,3243,320N/A12/31/202211,2745552,3043,247N/A6/30/20229,2205662,1402,726N/A3/31/20228,5164161,6622,210N/A12/31/20217,8122651,1841,694N/A6/30/20217,3321776691,106N/A3/31/20216,693-208256723N/A12/31/20206,054-594-158340N/A6/30/20208,722-4921281,051N/A3/31/202010,279-441,4002,452N/A12/31/201911,8364042,6723,852N/A9/30/201918,275599N/A4,105N/A6/30/201916,741327N/A4,374N/A3/31/201916,678263N/A4,028N/A12/31/201816,614198N/A3,682N/A9/30/201813,520130N/A3,409N/A6/30/201813,26034N/A3,141N/A3/31/201814,30641N/A3,046N/A12/31/201715,35148N/A2,951N/A12/31/201615,400312N/A4,444N/A6/30/201612,186-450N/A2,023N/A3/31/201611,643-399N/A1,854N/A12/31/201511,100-348N/A1,878N/A9/30/201510,827248N/A2,087N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: SUI 의 예상 수익 증가율이 절약률(9.7%)보다 높은지 판단하기에는 데이터가 부족합니다.수익 vs 시장: SUI 의 수익이 ZA 시장보다 빠르게 성장할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.고성장 수익: SUI 의 수익이 향후 3년 동안 상당히 증가할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.수익 대 시장: SUI 의 수익(연간 5.4%)이 ZA 시장(연간 4.9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: SUI 의 수익(연간 5.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: SUI의 자본 수익률은 3년 후 34%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-services 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/16 11:42종가2026/08/14 00:00수익2025/12/31연간 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Sun International Limited는 6명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Brian PyleAvior Capital MarketsWarren GoldblumDeutsche BankMichele OlivierHSBC3명의 분석가 더 보기
공고 • Sep 01Sun International Limited Provides Earnings Guidance for the Six-Month Period Ended 30 June 2025Sun International Limited provided earnings guidance for the six-month period ended 30 June 2025. For the period, the company expected headline earnings per share of 298 cents to 307 cents; Basic earnings per share of 300 cents to 310 cents.
Buy Or Sell Opportunity • Jul 02Now 22% undervaluedOver the last 90 days, the stock has risen 8.9% to R52.63. The fair value is estimated to be R67.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Earnings per share has grown by 28%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 11% in the next 2 years.
분석 기사 • Jun 13We Ran A Stock Scan For Earnings Growth And Sun International (JSE:SUI) Passed With EaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Buy Or Sell Opportunity • Jun 10Now 20% undervaluedOver the last 90 days, the stock has risen 41% to R51.60. The fair value is estimated to be R64.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Earnings per share has grown by 28%.
공고 • May 02Sun International Limited, Annual General Meeting, Jun 03, 2026Sun International Limited, Annual General Meeting, Jun 03, 2026. Location: the maslow hotel, corner of grayston drive and rivonia road, sandton, johannesburg South Africa
Recent Insider Transactions • Apr 19CFO & Executive Director recently sold R2.1m worth of stockOn the 14th of April, Norman Basthdaw sold around 45k shares on-market at roughly R46.03 per share. This transaction amounted to 3.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Norman has been a net seller over the last 12 months, reducing personal holdings by R2.2m.
Upcoming Dividend • Apr 01Upcoming dividend of R3.52 per shareEligible shareholders must have bought the stock before 08 April 2026. Payment date: 13 April 2026. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 8.9%. Within top quartile of South African dividend payers (8.1%). Higher than average of industry peers (5.5%).
Declared Dividend • Mar 18Final dividend increased to R3.52Dividend of R3.52 is 49% higher than last year. Ex-date: 8th April 2026 Payment date: 13th April 2026 Dividend yield will be 13%, which is higher than the industry average of 7.4%. Sustainability & Growth Dividend is covered by both earnings (2% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 3.7% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 43% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 16Full year 2025 earnings released: EPS: R6.61 (vs R4.99 in FY 2024)Full year 2025 results: EPS: R6.61 (up from R4.99 in FY 2024). Revenue: R13.0b (up 3.2% from FY 2024). Net income: R1.60b (up 32% from FY 2024). Profit margin: 12% (up from 9.7% in FY 2024). Revenue is forecast to grow 3.9% p.a. on average during the next 2 years, compared to a 8.0% growth forecast for the Hospitality industry in Africa. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
공고 • Mar 16+ 1 more updateSun International Limited Proposes Final Cash Dividend for the Period Ended December 31, 2025, Payable on April 13, 2026Sun International Limited Proposed a final gross cash ordinary dividend of 252 cents (201.60000 cents net of dividend withholding tax) for the year ended 31 December 2025 being a 6.3% increase on the prior year's 237 cents. Last day to trade cum dividend 7 April 2026, shares commence trading 'ex' dividend 8 April 2026, record date 10 April 2026, and payment date 13 April 2026.
공고 • Feb 03+ 1 more updateSun International Limited to Report Fiscal Year 2025 Final Results on Mar 16, 2026Sun International Limited announced that they will report fiscal year 2025 final results on Mar 16, 2026
Recent Insider Transactions • Oct 05CFO & Executive Director recently sold R145k worth of stockOn the 1st of October, Norman Basthdaw sold around 80k shares on-market at roughly R1.81 per share. This transaction amounted to 6.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Norman has been a net seller over the last 12 months, reducing personal holdings by R1.2m.
Reported Earnings • Sep 11First half 2025 earnings released: EPS: R3.04 (vs R1.96 in 1H 2024)First half 2025 results: EPS: R3.04 (up from R1.96 in 1H 2024). Revenue: R6.19b (up 3.2% from 1H 2024). Net income: R737.0m (up 54% from 1H 2024). Profit margin: 12% (up from 8.0% in 1H 2024). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Hospitality industry in Africa. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
분석 기사 • Sep 11Sun International (JSE:SUI) Will Pay A Dividend Of ZAR1.72Sun International Limited's ( JSE:SUI ) investors are due to receive a payment of ZAR1.72 per share on 29th of...
Declared Dividend • Sep 10First half dividend increased to R1.72Dividend of R1.72 is 6.8% higher than last year. Ex-date: 23rd September 2025 Payment date: 29th September 2025 Dividend yield will be 9.1%, which is higher than the industry average of 7.4%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 4.2% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 52% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Sep 09Now 20% undervaluedOver the last 90 days, the stock has risen 9.1% to R45.50. The fair value is estimated to be R56.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.4% over the last 3 years. Earnings per share has grown by 31%. Revenue is forecast to grow by 8.1% in 2 years. Earnings are forecast to grow by 17% in the next 2 years.
공고 • Sep 01Sun International Limited Provides Earnings Guidance for the Six-Month Period Ended 30 June 2025Sun International Limited provided earnings guidance for the six-month period ended 30 June 2025. For the period, the company expected headline earnings per share of 298 cents to 307 cents; Basic earnings per share of 300 cents to 310 cents.
Buy Or Sell Opportunity • Jul 17Now 20% undervaluedOver the last 90 days, the stock has risen 22% to R47.40. The fair value is estimated to be R59.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 38%. For the next 3 years, revenue is forecast to grow by 4.1% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
공고 • Jul 02Sun International Limited Announces Board and Committee Changes, Effective July 1, 2025Sun International Limited announced the appointment of Mr. U Bengtsson as an executive director of the Company with effect from 1 July 2025. Following the retirement of Mr. Leeming as an executive director of Sun International, he has likewise and with immediate effect retired as a member of the Sun International Social and Ethics Committee as well as a member of the Risk Committee.
공고 • Jun 24+ 1 more updateSun International Limited Appoints Ulrik Bengtsson as an Executive Director, Effective 1 July 2025Sun International announced that Mr. Ulrik Bengtsson has now secured his South African work permit and will be joining the Sun International group as its new Chief Executive on 1 July 2025. Furthermore, shareholders are advised that in accordance with paragraph 3.59(a) of the JSE Listings Requirements, the board of Sun International has appointed Mr. Bengtsson as an executive director of the Company with effect from 1 July 2025.
Recent Insider Transactions • Apr 21CEO & Executive Director recently sold R6.5m worth of stockOn the 15th of April, Anthony Leeming sold around 166k shares on-market at roughly R39.27 per share. This transaction amounted to 10.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Anthony has been a net seller over the last 12 months, reducing personal holdings by R24m.
Recent Insider Transactions • Apr 17Non-Executive Chairman recently bought R874k worth of stockOn the 10th of April, Samuel Sithole bought around 23k shares on-market at roughly R38.00 per share. This trade did not impact their existing holding. In the last 3 months, there was an even bigger purchase from another insider worth R990k. This was Samuel's only on-market trade for the last 12 months.
분석 기사 • Apr 09Sun International's (JSE:SUI) Upcoming Dividend Will Be Larger Than Last Year'sSun International Limited ( JSE:SUI ) has announced that it will be increasing its dividend from last year's comparable...
Upcoming Dividend • Apr 03Upcoming dividend of R2.37 per shareEligible shareholders must have bought the stock before 09 April 2025. Payment date: 14 April 2025. Payout ratio is on the higher end at 80%, however this is supported by cash flows. Trailing yield: 9.8%. Within top quartile of South African dividend payers (8.6%). Higher than average of industry peers (5.8%).
Recent Insider Transactions • Apr 01CFO & Executive Director recently bought R990k worth of stockOn the 27th of March, Norman Basthdaw bought around 24k shares on-market at roughly R41.60 per share. This transaction amounted to 2.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Norman's only on-market trade for the last 12 months.
공고 • Mar 31Sun International Limited, Annual General Meeting, May 07, 2025Sun International Limited, Annual General Meeting, May 07, 2025. Location: the maslow hotel, corner of grayston drive and rivonia road, sandton, johannesburg South Africa
공고 • Mar 24+ 1 more updateSun International Limited Announces Chief Executive ChangesSun International Limited announced Early retirement of Mr. Anthony Leeming and appointment of Mr. Ulrik Bengtsson as new chief executive. EARLY RETIREMENT OF MR ANTHONY LEEMING, Shareholders are advised that Mr. Anthony Leeming, the Chief Executive of Sun International, has formally given notice that he will retire from Sun International with effect from 31 December 2025 to pursue various personal opportunities outside of the group. Anthony joined Sun International in 1999 as Group Finance Manager before assuming the role as Chief Financial Officer on 1 March 2013. On 1 February 2017, Anthony was appointed as group Chief Executive. Amongst his achievements during his eight-year tenure of leading the group include, his decisive leadership while navigating the business through the COVID-19 pandemic, the recapitalisation and de-gearing of the group's balance sheet, strides to optimise the portfolio of assets and enhance operational performance, the entry and growth of Sun International into the online gaming market, and an unwavering focus on enhancing the customer experience at the group's properties, including the iconic Sun City. APPOINTMENT OF MR ULRIK BENGTSSON AS CHIEF EXECUTIVE, The board is delighted to announce that, following a comprehensive global search, internationally renowned gaming executive, Mr. Ulrik Bengtsson, has been appointed Chief Executive of Sun International with effect from 1st July 2025 or such earlier date, dependant on the date of securing his work permit. Mr. Bengtsson, a Swedish national, has been CEO of international listed companies and consumer services groups across gaming, betting, broadcasting and telecoms for nearly 20 years. He brings a proven track record of driving business transformations, scaling omnichannel platform businesses, both organically and through M&A, as well as in-depth knowledge of the global land-based and online gaming markets. Notably, Ulrik was previously the Group CEO of UK-based gaming group William Hill plc, where he turned the company around, and led the sale of the group to Caesars Entertainment Inc. in the US for £2.9 billion, and the subsequent sale of William Hill's European assets to 888 Holdings Limited for 2.3 billion. He was also previously President and CEO of Swedish-listed online gaming group Betsson AB, where he doubled revenue within five years and completed multiple acquisitions. Ulrik holds a Bachelor of Commerce degree from Dalhousie University in Canada and is currently Chairman of Hostelworld plc, Raketech plc, and Gamenation roles he will retire from in order to relocate to South Africa and assume the role of Chief Executive of Sun International. Accordingly, and with effect from 1 July 2025, or such earlier date as agreed, Anthony will step down as the Chief Executive of Sun International as well as other group companies and will be succeeded by Ulrik Bengtsson as the new Chief Executive of Sun International. While Anthony will relinquish his role as Chief Executive of Sun International, he will remain with the Company until the end of December 2025 and will work closely with Ulrik to effect a smooth transition, and continue supporting the board and group as appropriate.
분석 기사 • Mar 24Why Sun International's (JSE:SUI) Earnings Are Better Than They SeemInvestors signalled that they were pleased with Sun International Limited's ( JSE:SUI ) most recent earnings report...
분석 기사 • Mar 20Sun International (JSE:SUI) Has Announced That It Will Be Increasing Its Dividend To ZAR2.37Sun International Limited ( JSE:SUI ) will increase its dividend on the 14th of April to ZAR2.37, which is 17% higher...
Declared Dividend • Mar 19Final dividend of R2.37 announcedShareholders will receive a dividend of R2.37. Ex-date: 9th April 2025 Payment date: 14th April 2025 Dividend yield will be 9.7%, which is higher than the industry average of 7.4%. Sustainability & Growth Dividend is covered by both earnings (88% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 5.7% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 9.1% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 18Full year 2024 earnings released: EPS: R499 (vs R4.23 in FY 2023)Full year 2024 results: EPS: R499 (up from R4.23 in FY 2023). Revenue: R12.6b (up 4.0% from FY 2023). Net income: R1.21b (up 18% from FY 2023). Profit margin: 9.7% (up from 8.5% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Hospitality industry in Africa. Over the last 3 years on average, earnings per share has increased by 175% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
공고 • Mar 14Sun International Limited to Report First Half, 2025 Results on Sep 08, 2025Sun International Limited announced that they will report first half, 2025 results on Sep 08, 2025
공고 • Mar 10Sun International Limited to Report Fiscal Year 2024 Results on Mar 17, 2025Sun International Limited announced that they will report fiscal year 2024 results on Mar 17, 2025
Recent Insider Transactions • Sep 22CEO & Executive Director recently sold R11m worth of stockOn the 18th of September, Anthony Leeming sold around 238k shares on-market at roughly R45.04 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Anthony has been a net seller over the last 12 months, reducing personal holdings by R15m.
분석 기사 • Sep 16Sun International's (JSE:SUI) Strong Earnings Are Of Good QualityEven though Sun International Limited's ( JSE:SUI ) recent earnings release was robust, the market didn't seem to...
Reported Earnings • Sep 11First half 2024 earnings released: EPS: R1.96 (vs R1.71 in 1H 2023)First half 2024 results: EPS: R1.96 (up from R1.71 in 1H 2023). Revenue: R6.00b (up 3.7% from 1H 2023). Net income: R479.0m (up 15% from 1H 2023). Profit margin: 8.0% (up from 7.2% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Hospitality industry in Africa. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
분석 기사 • Sep 04Sun International (JSE:SUI) Is Very Good At Capital AllocationTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
Board Change • Jun 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. 1 highly experienced director. Independent Non-Executive Director Dawn Marole was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
분석 기사 • May 02Increases to Sun International Limited's (JSE:SUI) CEO Compensation Might Cool off for nowKey Insights Sun International's Annual General Meeting to take place on 8th of May Salary of R8.24m is part of CEO...
공고 • Apr 19Rutam Finance Company Limited concluded a sale and purchase of shares agreement to acquire a 43.3% stake in The Tourist Company of Nigeria Plc (NGSE:TOURIST) from Sun International Limited (JSE:SUI) for $1.875 million.Rutam Finance Company Limited concluded a sale and purchase of shares agreement to acquire a 43.3% stake in The Tourist Company of Nigeria Plc (NGSE:TOURIST) from Sun International Limited (JSE:SUI) for $1.875 million on April 18, 2024. The transaction includes Sun International dispose of 100% of its loan account held in TCN to RFC for a selling price of $12.675 million. The remaining 6% equity interest held by Sun International in TCN will be sold by Sun International in due course and shareholders will be advised thereof at the appropriate time. The remaining major shareholders of TCN have, as per the shareholders agreement in place between the parties, agreed to waive their pre-emptive rights to subscribe for those shares which Sun International intends selling to RFC and have consented to the Proposed Transaction. The transaction is subject to securing Competition Authority, Securities Exchange Commission and Nigerian Stock Exchange approvals in Nigeria; RFC executing an accession agreement to the shareholders agreement between TCN and its various shareholders; and Oma Investments Limited and Omamo Investments Corporation, sister companies of RFC, and Sun International entering into a settlement agreement regarding the various disputes, actions and applications instituted against each other in previous years. The closing date of the Proposed Transaction will be the third business day immediately following the date upon which the last of the conditions precedent set out in the sale and purchase of shares agreement have been fulfilled or waived (to the extent that they are capable of being waived) by the parties which is anticipated to be not later than May 28, 2024.
Upcoming Dividend • Apr 05Upcoming dividend of R2.03 per shareEligible shareholders must have bought the stock before 10 April 2024. Payment date: 15 April 2024. Payout ratio is on the higher end at 83%, however this is supported by cash flows. Trailing yield: 9.5%. Within top quartile of South African dividend payers (9.0%). Higher than average of industry peers (7.6%).
Recent Insider Transactions • Mar 31CEO & Executive Director recently bought R2.3m worth of stockOn the 25th of March, Anthony Leeming bought around 63k shares on-market at roughly R36.20 per share. This transaction amounted to 3.1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Anthony's only on-market trade for the last 12 months.
분석 기사 • Mar 22Sun International's (JSE:SUI) Dividend Will Be ZAR2.03The board of Sun International Limited ( JSE:SUI ) has announced that it will pay a dividend on the 15th of April, with...
공고 • Feb 07+ 2 more updatesSun International Limited, Annual General Meeting, May 08, 2024Sun International Limited, Annual General Meeting, May 08, 2024.
공고 • Feb 06Sun International Limited, Annual General Meeting, Mar 04, 2024Sun International Limited, Annual General Meeting, Mar 04, 2024, at 09:00 South Africa Standard Time. Location: Maslow Hotel, Cnr Rivonia Road and Grayston Drive Sandton South Africa Agenda: To consider the propose acquisition by Sun International (South Africa) Limited, a wholly owned subsidiary of Sun International, of all of the issued ordinary shares and any claims on loan account against Peermont Holdings Proprietary Limited.
Upcoming Dividend • Sep 20Upcoming dividend of R1.48 per share at 9.3% yieldEligible shareholders must have bought the stock before 27 September 2023. Payment date: 02 October 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 9.3%. Lower than top quartile of South African dividend payers (9.5%). Higher than average of industry peers (7.4%).
공고 • Sep 13Sun International Limited Declares Gross Interim Cash Dividend for the Six-Month Period Ended 30 June 2023, Payable on 2 October 2023The board of Sun International Limited has declared a gross interim cash dividend of 148 cents (118.40000 cents net of dividend withholding tax) for the six-month period ended 30 June 2023 being a 68.2% increase on the prior period's 88 cents. Last day to trade cum dividend is on 26 September 2023; Shares commence trading 'ex' dividend on 27 September 2023; Record date is on 29 September 2023; Payment date on 2 October 2023.
Reported Earnings • Sep 12First half 2023 earnings released: EPS: R1.71 (vs R0.94 in 1H 2022)First half 2023 results: EPS: R1.71 (up from R0.94 in 1H 2022). Revenue: R5.79b (up 12% from 1H 2022). Net income: R482.0m (up 108% from 1H 2022). Profit margin: 8.3% (up from 4.5% in 1H 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.
공고 • Aug 18Sun International Limited to Report Q2, 2023 Results on Sep 11, 2023Sun International Limited announced that they will report Q2, 2023 results on Sep 11, 2023
분석 기사 • Jun 27Does Sun International (JSE:SUI) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 • May 13Shareholders Would Enjoy A Repeat Of Sun International's (JSE:SUI) Recent Growth In ReturnsIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
Recent Insider Transactions • Mar 27CEO & Executive Director recently bought R2.2m worth of stockOn the 20th of March, Anthony Leeming bought around 60k shares on-market at roughly R36.42 per share. This transaction amounted to 4.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Anthony has been a buyer over the last 12 months, purchasing a net total of R11m worth in shares.
Upcoming Dividend • Mar 22Upcoming dividend of R2.41 per share at 8.5% yieldEligible shareholders must have bought the stock before 29 March 2023. Payment date: 03 April 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 8.5%. Lower than top quartile of South African dividend payers (8.9%). Higher than average of industry peers (5.8%).
분석 기사 • Mar 20The Strong Earnings Posted By Sun International (JSE:SUI) Are A Good Indication Of The Strength Of The BusinessWhen companies post strong earnings, the stock generally performs well, just like Sun International Limited's ( JSE:SUI...
Reported Earnings • Mar 14Full year 2022 earnings released: EPS: R2.24 (vs R1.06 in FY 2021)Full year 2022 results: EPS: R2.24 (up from R1.06 in FY 2021). Revenue: R11.3b (up 44% from FY 2021). Net income: R555.0m (up 109% from FY 2021). Profit margin: 4.9% (up from 3.4% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
공고 • Feb 17Sun International Limited to Report Fiscal Year 2022 Results on Mar 13, 2023Sun International Limited announced that they will report fiscal year 2022 results on Mar 13, 2023
Upcoming Dividend • Sep 07Upcoming dividend of R0.88 per shareEligible shareholders must have bought the stock before 14 September 2022. Payment date: 19 September 2022. Trailing yield: 5.6%. Lower than top quartile of South African dividend payers (8.8%). Higher than average of industry peers (4.0%).
Reported Earnings • Aug 29First half 2022 earnings released: EPS: R0.94 (vs R0.28 loss in 1H 2021)First half 2022 results: EPS: R0.94 (up from R0.28 loss in 1H 2021). Revenue: R5.17b (up 29% from 1H 2021). Net income: R232.0m (up R301.0m from 1H 2021). Profit margin: 4.5% (up from net loss in 1H 2021). Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • May 24Investor sentiment improved over the past weekAfter last week's 22% share price gain to R32.20, the stock trades at a trailing P/E ratio of 30.2x. Average trailing P/E is 20x in the Hospitality industry in Africa. Total loss to shareholders of 30% over the past three years.
Valuation Update With 7 Day Price Move • Mar 31Investor sentiment improved over the past weekAfter last week's 15% share price gain to R29.97, the stock trades at a trailing P/E ratio of 28.2x. Average trailing P/E is 20x in the Hospitality industry in Africa. Total loss to shareholders of 35% over the past three years.
Reported Earnings • Mar 15Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: R91.74 (up from R3.60 loss in FY 2020). Revenue: R7.81b (up 28% from FY 2020). Net income: R265.0m (up R894.0m from FY 2020). Profit margin: 3.4% (up from net loss in FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 136% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 20% share price gain to R25.85, the stock trades at a trailing P/E ratio of 45.4x. Average trailing P/E is 22x in the Hospitality industry in Africa. Total loss to shareholders of 49% over the past three years.
Valuation Update With 7 Day Price Move • Nov 19Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to R25.20, the stock trades at a trailing P/E ratio of 44.3x. Average trailing P/E is 21x in the Hospitality industry in Africa. Total loss to shareholders of 49% over the past three years.
Valuation Update With 7 Day Price Move • Oct 04Investor sentiment improved over the past weekAfter last week's 16% share price gain to R22.38, the stock trades at a trailing P/E ratio of 39.3x. Average trailing P/E is 35x in the Hospitality industry in Africa. Total loss to shareholders of 58% over the past three years.
Executive Departure • Jun 19Independent Non-Executive Chairman Jabulane Mabuza has left the companyOn the 16th of June, Jabulane Mabuza's tenure as Independent Non-Executive Chairman ended after 2.8 years in the role. As of March 2021, Jabulane still personally held only 24.44k shares (R336k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.33 years.
공고 • Mar 09Sun International Limited to Report Fiscal Year 2020 Results on Mar 15, 2021Sun International Limited announced that they will report fiscal year 2020 results on Mar 15, 2021
공고 • Feb 25An unknown buyer acquired an unknown stake in Sun International Limited (JSE:SUI) from clients of Allan Gray.An unknown buyer acquired an unknown stake in Sun International Limited (JSE:SUI) from clients of Allan Gray on February 23, 2021. As a result of the transaction, clients of Allan Gray now holds a 24.873% stake in Sun International Limited. An unknown buyer completed the acquisition of an unknown stake in Sun International Limited (JSE:SUI) from clients of Allan Gray on February 23, 2021.
Is New 90 Day High Low • Feb 04New 90-day high: R15.33The company is up 20% from its price of R12.80 on 06 November 2020. The South African market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 5.0% over the same period.
Is New 90 Day High Low • Dec 29New 90-day low: R12.60The company is down 7.0% from its price of R13.60 on 30 September 2020. The South African market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 3.0% over the same period.
공고 • Nov 21Sun International Limited Announces Appointment of Tapiwa Ngara as a Full DirectorSun International Limited announced that Tapiwa Ngara, who had previously been appointed as an alternate non-executive director to Sam Sithole on the Sun International Board, has been appointed as a full director with effect from November 20, 2020. Tapiwa currently serves as an Investment Director and member of the Investment Committee at Value Capital Partners (Pty) Ltd. Previously, he fulfilled the roles as Group Corporate Development Manager at Vivo Energy Plc in the UK, and as an investment banker at Goldman Sachs based in London.
공고 • Oct 13An unknown buyer acquired an unknown stake in Sun International Limited (JSE:SUI) from clients of Steyn Capital Management (Pty) Ltd.An unknown buyer acquired an unknown stake in Sun International Limited (JSE:SUI) from clients of Steyn Capital Management (Pty) Ltd on October 6, 2020. As a result of the transaction, clients of Steyn Capital Management (Pty) Ltd now holds a 8.956% stake in Sun International Limited. An unknown buyer completed the acquisition of an unknown stake in Sun International Limited (JSE:SUI) from clients of Steyn Capital Management (Pty) Ltd on October 6, 2020.
Is New 90 Day High Low • Oct 08New 90-day high: R15.30The company is up 6.0% from its price of R14.50 on 10 July 2020. The South African market is down 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is down 39% over the same period.