Brait (BAT) 주식 개요투자 지주 회사인 Brait PLC는 개인 소유의 비즈니스에 투자합니다. 자세히 보기BAT 펀더멘털 분석스노우플레이크 점수가치 평가0/6미래 성장0/6과거 실적0/6재무 건전성2/6배당0/6위험 분석우리의 위험 점검에서 BAT에 대한 위험이 감지되지 않았습니다.모든 위험 점검 보기BAT Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueRCurrent PriceR2.3018.1% 저평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-21b46b2016201920222025202620282031Revenue R4.9bEarnings R1.4bAdvancedSet Fair ValueView all narrativesBrait PLC 경쟁사Alexander Forbes Group HoldingsSymbol: JSE:AFHMarket cap: R9.5bSygniaSymbol: JSE:SYGMarket cap: R4.9bCoronation Fund ManagersSymbol: JSE:CMLMarket cap: R15.8bEPE Capital PartnersSymbol: JSE:EPEMarket cap: R856.8m가격 이력 및 성과Brait 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가R2.3052주 최고가R2.4552주 최저가R1.93베타-0.131개월 변동7.48%3개월 변동-1.29%1년 변동9.00%3년 변동-26.98%5년 변동-14.81%IPO 이후 변동-88.50%최근 뉴스 및 업데이트Recent Insider Transactions • Jan 16Non-Executive Director recently bought R257k worth of stockOn the 8th of January, Christoffel F. Wiese bought around 116k shares on-market at roughly R2.21 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R4.5m. Insiders have collectively bought R67m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Jan 13Non-Executive Director recently bought R257k worth of stockOn the 8th of January, Christoffel F. Wiese bought around 116k shares on-market at roughly R2.21 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R4.5m. Insiders have collectively bought R67m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Dec 12Non-Executive Director recently bought R608k worth of stockOn the 9th of December, Christoffel F. Wiese bought around 280k shares on-market at roughly R2.18 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R4.5m. Insiders have collectively bought R73m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Nov 21Non-Executive Director recently bought R4.5m worth of stockOn the 17th of November, Christoffel F. Wiese bought around 2m shares on-market at roughly R2.15 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought R128m more in shares than they have sold in the last 12 months.공시 • Nov 15Brait PLC to Report First Half, 2026 Results on Nov 13, 2025Brait PLC announced that they will report first half, 2026 results on Nov 13, 2025New Risk • Aug 03New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: R54m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (193% increase in shares outstanding). Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (R54m sold).더 많은 업데이트 보기Recent updatesRecent Insider Transactions • Jan 16Non-Executive Director recently bought R257k worth of stockOn the 8th of January, Christoffel F. Wiese bought around 116k shares on-market at roughly R2.21 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R4.5m. Insiders have collectively bought R67m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Jan 13Non-Executive Director recently bought R257k worth of stockOn the 8th of January, Christoffel F. Wiese bought around 116k shares on-market at roughly R2.21 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R4.5m. Insiders have collectively bought R67m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Dec 12Non-Executive Director recently bought R608k worth of stockOn the 9th of December, Christoffel F. Wiese bought around 280k shares on-market at roughly R2.18 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R4.5m. Insiders have collectively bought R73m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Nov 21Non-Executive Director recently bought R4.5m worth of stockOn the 17th of November, Christoffel F. Wiese bought around 2m shares on-market at roughly R2.15 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought R128m more in shares than they have sold in the last 12 months.공시 • Nov 15Brait PLC to Report First Half, 2026 Results on Nov 13, 2025Brait PLC announced that they will report first half, 2026 results on Nov 13, 2025New Risk • Aug 03New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: R54m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (193% increase in shares outstanding). Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (R54m sold).Recent Insider Transactions • Jul 25Non-Executive Director recently bought R7.4m worth of stockOn the 22nd of July, Paul Roelofse bought around 3m shares on-market at roughly R2.13 per share. This transaction increased Paul's direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought R145m more in shares than they have sold in the last 12 months.공시 • Jul 11Brait PLC, Annual General Meeting, Aug 07, 2025Brait PLC, Annual General Meeting, Aug 07, 2025, at 11:00 Arabian Standard Time. Location: 12th floor, standard chartered tower, 19 bank street, cybercity, ebene 72201, mauritius, MauritiusRecent Insider Transactions • Jun 27Non-Executive Director recently bought R1.2m worth of stockOn the 23rd of June, Christoffel F. Wiese bought around 550k shares on-market at roughly R2.17 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought R226m more in shares than they have sold in the last 12 months.New Risk • Jun 01New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (193% increase in shares outstanding). Minor Risks Latest financial reports are more than 6 months old (reported September 2024 fiscal period end). Large one-off items impacting financial results.공시 • Apr 30Brait PLC to Report Fiscal Year 2025 Results on Jun 10, 2025Brait PLC announced that they will report fiscal year 2025 results on Jun 10, 2025Recent Insider Transactions • Mar 20Non-Executive Director recently bought R42m worth of stockOn the 17th of March, Christoffel F. Wiese bought around 22m shares on-market at roughly R1.90 per share. This transaction amounted to 1.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought R222m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Feb 26Non-Executive Director recently bought R526k worth of stockOn the 20th of February, Christoffel F. Wiese bought around 263k shares on-market at roughly R2.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R47m. Insiders have collectively bought R177m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Feb 20Non-Executive Director recently bought R793k worth of stockOn the 13th of February, Christoffel F. Wiese bought around 396k shares on-market at roughly R2.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R47m. Insiders have collectively bought R176m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Feb 09Non-Executive Director recently bought R496k worth of stockOn the 4th of February, Christoffel F. Wiese bought around 248k shares on-market at roughly R2.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R47m. Insiders have collectively bought R176m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Jan 29Non-Executive Director recently bought R415k worth of stockOn the 21st of January, Christoffel F. Wiese bought around 207k shares on-market at roughly R2.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R47m. Insiders have collectively bought R172m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Jan 25Non-Executive Director recently bought R415k worth of stockOn the 21st of January, Christoffel F. Wiese bought around 207k shares on-market at roughly R2.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R47m. Insiders have collectively bought R172m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Jan 22Non-Executive Director recently bought R5.4m worth of stockOn the 13th of January, Christoffel F. Wiese bought around 3m shares on-market at roughly R2.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R47m. Insiders have collectively bought R172m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Jan 03Non-Executive Director recently bought R434k worth of stockOn the 27th of December, Christoffel F. Wiese bought around 217k shares on-market at roughly R2.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R47m. Insiders have collectively bought R166m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Dec 17Non-Executive Director recently bought R47m worth of stockOn the 11th of December, Christoffel F. Wiese bought around 22m shares on-market at roughly R2.09 per share. This transaction amounted to 1.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought R165m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Dec 08Non-Executive Director recently bought R524k worth of stockOn the 2nd of December, Christoffel F. Wiese bought around 262k shares on-market at roughly R2.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R15m. Insiders have collectively bought R119m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Dec 07Non-Executive Director recently bought R524k worth of stockOn the 2nd of December, Christoffel F. Wiese bought around 262k shares on-market at roughly R2.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R15m. Insiders have collectively bought R119m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Dec 03Non-Executive Director recently bought R7.8m worth of stockOn the 26th of November, Christoffel F. Wiese bought around 4m shares on-market at roughly R2.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R15m. Insiders have collectively bought R118m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Nov 20Non-Executive Director recently bought R15m worth of stockOn the 14th of November, Christoffel F. Wiese bought around 7m shares on-market at roughly R1.95 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought R104m more in shares than they have sold in the last 12 months.New Risk • Nov 14New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: R4.3m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (193% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (7.8% average weekly change). Large one-off items impacting financial results. Significant insider selling over the past 3 months (R4.3m sold).공시 • Nov 13Brait PLC to Report First Half, 2025 Results on Nov 13, 2024Brait PLC announced that they will report first half, 2025 results on Nov 13, 2024Recent Insider Transactions • Sep 15Non-Executive Director recently bought R755k worth of stockOn the 10th of September, Christoffel F. Wiese bought around 755k shares on-market at roughly R1.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R50m. Insiders have collectively bought R89m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Sep 11Non-Executive Director recently bought R332k worth of stockOn the 4th of September, Christoffel F. Wiese bought around 333k shares on-market at roughly R1.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R50m. Insiders have collectively bought R88m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Aug 23Non-Executive Director recently sold R4.3m worth of stockOn the 20th of August, Christoffel F. Wiese sold around 7m shares on-market at roughly R0.59 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought R86m more than they sold in the last 12 months.New Risk • Aug 21New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 193% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (13% average weekly change). Shareholders have been substantially diluted in the past year (193% increase in shares outstanding).Recent Insider Transactions • Jul 30Non-Executive Director recently bought R14m worth of stockOn the 24th of July, Christoffel F. Wiese bought around 16m shares on-market at roughly R0.87 per share. This transaction amounted to 3.4% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R50m. Insiders have collectively bought R89m more in shares than they have sold in the last 12 months.New Risk • Jul 24New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South African stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risk Market cap is less than US$100m (R1.04b market cap, or US$56.8m).공시 • Jul 13Brait PLC, Annual General Meeting, Aug 12, 2024Brait PLC, Annual General Meeting, Aug 12, 2024, at 11:00 Arabian Standard Time. Location: 4th floor, the axis, 26 bank street, ebene 72201, MauritiusNew Risk • Jun 02New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-R17m free cash flow). Revenue is less than US$1m. Minor Risks Latest financial reports are more than 6 months old (reported September 2023 fiscal period end). Share price has been volatile over the past 3 months (7.3% average weekly change). Market cap is less than US$100m (R1.52b market cap, or US$80.8m).New Risk • May 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-R17m free cash flow). Revenue is less than US$1m. Minor Risks Share price has been volatile over the past 3 months (7.4% average weekly change). Market cap is less than US$100m (R1.56b market cap, or US$84.7m).New Risk • Mar 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-R17m free cash flow). Revenue is less than US$1m. Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (R1.70b market cap, or US$90.7m).New Risk • Mar 11New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: R1.74b (US$93.3m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-R17m free cash flow). Revenue is less than US$1m. Minor Risk Market cap is less than US$100m (R1.74b market cap, or US$93.3m).공시 • Nov 17Brait PLC to Report Q2, 2024 Results on Nov 15, 2023Brait PLC announced that they will report Q2, 2024 results on Nov 15, 2023New Risk • Jun 17New major risk - Revenue sizeThe company makes less than US$1m in revenue. This is considered a major risk. Companies with a small amount of revenue are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.Board Change • Nov 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Michael Dabrowski 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.분석 기사 • Jul 16Some Confidence Is Lacking In Brait PLC's (JSE:BAT) P/EIt's not a stretch to say that Brait PLC's ( JSE:BAT ) price-to-earnings (or "P/E") ratio of 8.4x right now seems quite...Price Target Changed • Apr 27Price target decreased to R2.90Down from R3.80, the current price target is provided by 1 analyst. New target price is 28% below last closing price of R4.04. Stock is up 48% over the past year. The company posted earnings per share of UK£0.016 last year.Board Change • Apr 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Michael Dabrowski 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.Valuation Update With 7 Day Price Move • Dec 17Investor sentiment improved over the past weekAfter last week's 15% share price gain to R4.49, the stock trades at a trailing P/E ratio of 4.5x. Average trailing P/E is 10x in the Capital Markets industry in South Africa. Total loss to shareholders of 78% over the past three years.Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improved over the past weekAfter last week's 17% share price gain to R4.81, the stock trades at a trailing P/E ratio of 14.6x. Average trailing P/E is 12x in the Capital Markets industry in South Africa. Total loss to shareholders of 80% over the past three years.Valuation Update With 7 Day Price Move • Sep 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to R3.35, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 12x in the Capital Markets industry in South Africa. Total loss to shareholders of 87% over the past three years.Price Target Changed • Jun 26Price target decreased to R2.90Down from R3.80, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of R2.95. Stock is down 14% over the past year.Executive Departure • May 29Independent Non-Executive Director has left the companyOn the 18th of May, Lawrence Porter's tenure as Independent Non-Executive Director ended after 8.0 years in the role. We don't have any record of a personal shareholding under Lawrence's name. A total of 5 executives have left over the last 12 months.Recent Insider Transactions • Mar 19Non-Executive Director recently bought R33m worth of stockOn the 16th of March, Christoffel F. Wiese bought around 12m shares on-market at roughly R2.72 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought R43m more in shares than they have sold in the last 12 months.Is New 90 Day High Low • Feb 15New 90-day low: R2.85The company is down 26% from its price of R3.85 on 17 November 2020. The South African market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Capital Markets industry, which is up 8.0% over the same period.Is New 90 Day High Low • Jan 28New 90-day low: R3.17The company is down 10.0% from its price of R3.52 on 30 October 2020. The South African market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Capital Markets industry, which is up 17% over the same period.Is New 90 Day High Low • Jan 08New 90-day low: R3.29The company is down 18% from its price of R3.99 on 09 October 2020. The South African market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Capital Markets industry, which is up 11% over the same period.Recent Insider Transactions • Oct 04Non-Executive Director recently bought R1.7m worth of stockOn the 28th of September, Christoffel F. Wiese bought around 485k shares on-market at roughly R3.46 per share. In the last 3 months, they made an even bigger purchase worth R3.4m. Despite this recent purchase, insiders have collectively sold R1.8m more in shares than they bought in the last 12 months.Recent Insider Transactions • Sep 30Non-Executive Director recently bought R3.4m worth of stockOn the 23rd of September, Christoffel F. Wiese bought around 1m shares on-market at roughly R3.35 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold R6.4m more in shares than they bought in the last 12 months.주주 수익률BATZA Capital MarketsZA 시장7D0%3.9%-0.2%1Y9.0%16.3%18.5%전체 주주 수익률 보기수익률 대 산업: BAT은 지난 1년 동안 16.3%의 수익을 기록한 ZA Capital Markets 산업보다 저조한 성과를 냈습니다.수익률 대 시장: BAT은 지난 1년 동안 18.5%를 기록한 ZA 시장보다 저조한 성과를 냈습니다.주가 변동성Is BAT's price volatile compared to industry and market?BAT volatilityBAT Average Weekly Movement4.0%Capital Markets Industry Average Movement4.8%Market Average Movement5.0%10% most volatile stocks in ZA Market10.6%10% least volatile stocks in ZA Market3.4%안정적인 주가: BAT는 지난 3개월 동안 ZA 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: BAT의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트2011n/aPeter Hayward-Buttwww.brait.com투자 지주 회사인 Brait PLC는 개인 소유 기업에 투자합니다. 주요 투자 포트폴리오에는 버진 액티브, 프리미어, 뉴룩이 포함됩니다. 가치 패션 옴니채널 소매업체인 New Look은 온라인을 통해 드레스, 외출복, 신발을 판매합니다.더 보기Brait PLC 기초 지표 요약Brait의 순이익과 매출은 시가총액과 어떻게 비교됩니까?BAT 기초 통계시가총액R8.88b순이익 (TTM)-R23.00m매출 (TTM)R472.00m18.8x주가매출비율(P/S)-386.3x주가수익비율(P/E)BAT는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표BAT 손익계산서 (TTM)매출R472.00m매출원가R0총이익R472.00m기타 비용R495.00m순이익-R23.00m최근 보고된 실적Sep 30, 2025다음 실적 발표일해당 없음주당순이익(EPS)-0.006총이익률100.00%순이익률-4.87%부채/자본 비율21.8%BAT의 장기 실적은 어땠습니까?과거 실적 및 비교 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 13:40종가2026/05/21 00:00수익2025/09/30연간 수익2025/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Brait PLC는 5명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Michael JacksBofA Global ResearchCaron BramwellDeutsche BankFatima LaherMacquarie Research2명의 분석가 더 보기
Recent Insider Transactions • Jan 16Non-Executive Director recently bought R257k worth of stockOn the 8th of January, Christoffel F. Wiese bought around 116k shares on-market at roughly R2.21 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R4.5m. Insiders have collectively bought R67m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Jan 13Non-Executive Director recently bought R257k worth of stockOn the 8th of January, Christoffel F. Wiese bought around 116k shares on-market at roughly R2.21 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R4.5m. Insiders have collectively bought R67m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Dec 12Non-Executive Director recently bought R608k worth of stockOn the 9th of December, Christoffel F. Wiese bought around 280k shares on-market at roughly R2.18 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R4.5m. Insiders have collectively bought R73m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Nov 21Non-Executive Director recently bought R4.5m worth of stockOn the 17th of November, Christoffel F. Wiese bought around 2m shares on-market at roughly R2.15 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought R128m more in shares than they have sold in the last 12 months.
공시 • Nov 15Brait PLC to Report First Half, 2026 Results on Nov 13, 2025Brait PLC announced that they will report first half, 2026 results on Nov 13, 2025
New Risk • Aug 03New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: R54m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (193% increase in shares outstanding). Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (R54m sold).
Recent Insider Transactions • Jan 16Non-Executive Director recently bought R257k worth of stockOn the 8th of January, Christoffel F. Wiese bought around 116k shares on-market at roughly R2.21 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R4.5m. Insiders have collectively bought R67m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Jan 13Non-Executive Director recently bought R257k worth of stockOn the 8th of January, Christoffel F. Wiese bought around 116k shares on-market at roughly R2.21 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R4.5m. Insiders have collectively bought R67m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Dec 12Non-Executive Director recently bought R608k worth of stockOn the 9th of December, Christoffel F. Wiese bought around 280k shares on-market at roughly R2.18 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R4.5m. Insiders have collectively bought R73m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Nov 21Non-Executive Director recently bought R4.5m worth of stockOn the 17th of November, Christoffel F. Wiese bought around 2m shares on-market at roughly R2.15 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought R128m more in shares than they have sold in the last 12 months.
공시 • Nov 15Brait PLC to Report First Half, 2026 Results on Nov 13, 2025Brait PLC announced that they will report first half, 2026 results on Nov 13, 2025
New Risk • Aug 03New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: R54m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (193% increase in shares outstanding). Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (R54m sold).
Recent Insider Transactions • Jul 25Non-Executive Director recently bought R7.4m worth of stockOn the 22nd of July, Paul Roelofse bought around 3m shares on-market at roughly R2.13 per share. This transaction increased Paul's direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought R145m more in shares than they have sold in the last 12 months.
공시 • Jul 11Brait PLC, Annual General Meeting, Aug 07, 2025Brait PLC, Annual General Meeting, Aug 07, 2025, at 11:00 Arabian Standard Time. Location: 12th floor, standard chartered tower, 19 bank street, cybercity, ebene 72201, mauritius, Mauritius
Recent Insider Transactions • Jun 27Non-Executive Director recently bought R1.2m worth of stockOn the 23rd of June, Christoffel F. Wiese bought around 550k shares on-market at roughly R2.17 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought R226m more in shares than they have sold in the last 12 months.
New Risk • Jun 01New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (193% increase in shares outstanding). Minor Risks Latest financial reports are more than 6 months old (reported September 2024 fiscal period end). Large one-off items impacting financial results.
공시 • Apr 30Brait PLC to Report Fiscal Year 2025 Results on Jun 10, 2025Brait PLC announced that they will report fiscal year 2025 results on Jun 10, 2025
Recent Insider Transactions • Mar 20Non-Executive Director recently bought R42m worth of stockOn the 17th of March, Christoffel F. Wiese bought around 22m shares on-market at roughly R1.90 per share. This transaction amounted to 1.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought R222m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Feb 26Non-Executive Director recently bought R526k worth of stockOn the 20th of February, Christoffel F. Wiese bought around 263k shares on-market at roughly R2.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R47m. Insiders have collectively bought R177m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Feb 20Non-Executive Director recently bought R793k worth of stockOn the 13th of February, Christoffel F. Wiese bought around 396k shares on-market at roughly R2.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R47m. Insiders have collectively bought R176m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Feb 09Non-Executive Director recently bought R496k worth of stockOn the 4th of February, Christoffel F. Wiese bought around 248k shares on-market at roughly R2.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R47m. Insiders have collectively bought R176m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Jan 29Non-Executive Director recently bought R415k worth of stockOn the 21st of January, Christoffel F. Wiese bought around 207k shares on-market at roughly R2.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R47m. Insiders have collectively bought R172m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Jan 25Non-Executive Director recently bought R415k worth of stockOn the 21st of January, Christoffel F. Wiese bought around 207k shares on-market at roughly R2.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R47m. Insiders have collectively bought R172m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Jan 22Non-Executive Director recently bought R5.4m worth of stockOn the 13th of January, Christoffel F. Wiese bought around 3m shares on-market at roughly R2.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R47m. Insiders have collectively bought R172m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Jan 03Non-Executive Director recently bought R434k worth of stockOn the 27th of December, Christoffel F. Wiese bought around 217k shares on-market at roughly R2.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R47m. Insiders have collectively bought R166m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Dec 17Non-Executive Director recently bought R47m worth of stockOn the 11th of December, Christoffel F. Wiese bought around 22m shares on-market at roughly R2.09 per share. This transaction amounted to 1.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought R165m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Dec 08Non-Executive Director recently bought R524k worth of stockOn the 2nd of December, Christoffel F. Wiese bought around 262k shares on-market at roughly R2.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R15m. Insiders have collectively bought R119m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Dec 07Non-Executive Director recently bought R524k worth of stockOn the 2nd of December, Christoffel F. Wiese bought around 262k shares on-market at roughly R2.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R15m. Insiders have collectively bought R119m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Dec 03Non-Executive Director recently bought R7.8m worth of stockOn the 26th of November, Christoffel F. Wiese bought around 4m shares on-market at roughly R2.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R15m. Insiders have collectively bought R118m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Nov 20Non-Executive Director recently bought R15m worth of stockOn the 14th of November, Christoffel F. Wiese bought around 7m shares on-market at roughly R1.95 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought R104m more in shares than they have sold in the last 12 months.
New Risk • Nov 14New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: R4.3m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (193% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (7.8% average weekly change). Large one-off items impacting financial results. Significant insider selling over the past 3 months (R4.3m sold).
공시 • Nov 13Brait PLC to Report First Half, 2025 Results on Nov 13, 2024Brait PLC announced that they will report first half, 2025 results on Nov 13, 2024
Recent Insider Transactions • Sep 15Non-Executive Director recently bought R755k worth of stockOn the 10th of September, Christoffel F. Wiese bought around 755k shares on-market at roughly R1.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R50m. Insiders have collectively bought R89m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Sep 11Non-Executive Director recently bought R332k worth of stockOn the 4th of September, Christoffel F. Wiese bought around 333k shares on-market at roughly R1.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R50m. Insiders have collectively bought R88m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Aug 23Non-Executive Director recently sold R4.3m worth of stockOn the 20th of August, Christoffel F. Wiese sold around 7m shares on-market at roughly R0.59 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought R86m more than they sold in the last 12 months.
New Risk • Aug 21New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 193% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (13% average weekly change). Shareholders have been substantially diluted in the past year (193% increase in shares outstanding).
Recent Insider Transactions • Jul 30Non-Executive Director recently bought R14m worth of stockOn the 24th of July, Christoffel F. Wiese bought around 16m shares on-market at roughly R0.87 per share. This transaction amounted to 3.4% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth R50m. Insiders have collectively bought R89m more in shares than they have sold in the last 12 months.
New Risk • Jul 24New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South African stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risk Market cap is less than US$100m (R1.04b market cap, or US$56.8m).
공시 • Jul 13Brait PLC, Annual General Meeting, Aug 12, 2024Brait PLC, Annual General Meeting, Aug 12, 2024, at 11:00 Arabian Standard Time. Location: 4th floor, the axis, 26 bank street, ebene 72201, Mauritius
New Risk • Jun 02New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-R17m free cash flow). Revenue is less than US$1m. Minor Risks Latest financial reports are more than 6 months old (reported September 2023 fiscal period end). Share price has been volatile over the past 3 months (7.3% average weekly change). Market cap is less than US$100m (R1.52b market cap, or US$80.8m).
New Risk • May 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-R17m free cash flow). Revenue is less than US$1m. Minor Risks Share price has been volatile over the past 3 months (7.4% average weekly change). Market cap is less than US$100m (R1.56b market cap, or US$84.7m).
New Risk • Mar 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-R17m free cash flow). Revenue is less than US$1m. Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (R1.70b market cap, or US$90.7m).
New Risk • Mar 11New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: R1.74b (US$93.3m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-R17m free cash flow). Revenue is less than US$1m. Minor Risk Market cap is less than US$100m (R1.74b market cap, or US$93.3m).
공시 • Nov 17Brait PLC to Report Q2, 2024 Results on Nov 15, 2023Brait PLC announced that they will report Q2, 2024 results on Nov 15, 2023
New Risk • Jun 17New major risk - Revenue sizeThe company makes less than US$1m in revenue. This is considered a major risk. Companies with a small amount of revenue are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.
Board Change • Nov 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Michael Dabrowski 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.
분석 기사 • Jul 16Some Confidence Is Lacking In Brait PLC's (JSE:BAT) P/EIt's not a stretch to say that Brait PLC's ( JSE:BAT ) price-to-earnings (or "P/E") ratio of 8.4x right now seems quite...
Price Target Changed • Apr 27Price target decreased to R2.90Down from R3.80, the current price target is provided by 1 analyst. New target price is 28% below last closing price of R4.04. Stock is up 48% over the past year. The company posted earnings per share of UK£0.016 last year.
Board Change • Apr 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Michael Dabrowski 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.
Valuation Update With 7 Day Price Move • Dec 17Investor sentiment improved over the past weekAfter last week's 15% share price gain to R4.49, the stock trades at a trailing P/E ratio of 4.5x. Average trailing P/E is 10x in the Capital Markets industry in South Africa. Total loss to shareholders of 78% over the past three years.
Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improved over the past weekAfter last week's 17% share price gain to R4.81, the stock trades at a trailing P/E ratio of 14.6x. Average trailing P/E is 12x in the Capital Markets industry in South Africa. Total loss to shareholders of 80% over the past three years.
Valuation Update With 7 Day Price Move • Sep 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to R3.35, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 12x in the Capital Markets industry in South Africa. Total loss to shareholders of 87% over the past three years.
Price Target Changed • Jun 26Price target decreased to R2.90Down from R3.80, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of R2.95. Stock is down 14% over the past year.
Executive Departure • May 29Independent Non-Executive Director has left the companyOn the 18th of May, Lawrence Porter's tenure as Independent Non-Executive Director ended after 8.0 years in the role. We don't have any record of a personal shareholding under Lawrence's name. A total of 5 executives have left over the last 12 months.
Recent Insider Transactions • Mar 19Non-Executive Director recently bought R33m worth of stockOn the 16th of March, Christoffel F. Wiese bought around 12m shares on-market at roughly R2.72 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought R43m more in shares than they have sold in the last 12 months.
Is New 90 Day High Low • Feb 15New 90-day low: R2.85The company is down 26% from its price of R3.85 on 17 November 2020. The South African market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Capital Markets industry, which is up 8.0% over the same period.
Is New 90 Day High Low • Jan 28New 90-day low: R3.17The company is down 10.0% from its price of R3.52 on 30 October 2020. The South African market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Capital Markets industry, which is up 17% over the same period.
Is New 90 Day High Low • Jan 08New 90-day low: R3.29The company is down 18% from its price of R3.99 on 09 October 2020. The South African market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Capital Markets industry, which is up 11% over the same period.
Recent Insider Transactions • Oct 04Non-Executive Director recently bought R1.7m worth of stockOn the 28th of September, Christoffel F. Wiese bought around 485k shares on-market at roughly R3.46 per share. In the last 3 months, they made an even bigger purchase worth R3.4m. Despite this recent purchase, insiders have collectively sold R1.8m more in shares than they bought in the last 12 months.
Recent Insider Transactions • Sep 30Non-Executive Director recently bought R3.4m worth of stockOn the 23rd of September, Christoffel F. Wiese bought around 1m shares on-market at roughly R3.35 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold R6.4m more in shares than they bought in the last 12 months.
