View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsAlviva Holdings 향후 성장Future 기준 점검 2/6핵심 정보n/a이익 성장률n/aEPS 성장률Electronic 이익 성장28.4%매출 성장률9.2%향후 자기자본이익률22.90%애널리스트 커버리지Low마지막 업데이트18 Oct 2022최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • Dec 24Alviva Holdings Limited, Annual General Meeting, Jan 27, 2023Alviva Holdings Limited, Annual General Meeting, Jan 27, 2023, at 14:00 South Africa Standard Time.Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. Independent & Non-Executive Director Mathukana Mokoka was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Nov 02Upcoming dividend of R0.55 per shareEligible shareholders must have bought the stock before 09 November 2022. Payment date: 14 November 2022. Payout ratio is a comfortable 9.0% but the company is paying out more than the cash it is generating. Trailing yield: 2.4%. Lower than top quartile of South African dividend payers (8.9%). Higher than average of industry peers (2.1%).Reported Earnings • Sep 29Full year 2022 earnings released: EPS: R6.14 (vs R2.67 in FY 2021)Full year 2022 results: EPS: R6.14 (up from R2.67 in FY 2021). Revenue: R23.4b (up 57% from FY 2021). Net income: R686.5m (up 111% from FY 2021). Profit margin: 2.9% (up from 2.2% 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 42% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Board Change • Aug 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. Independent & Non-Executive Director Mathukana Mokoka was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.분석 기사 • Jul 01Here's Why Alviva Holdings (JSE:AVV) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improved over the past weekAfter last week's 19% share price gain to R22.65, the stock trades at a trailing P/E ratio of 4.4x. Average trailing P/E is 18x in the Electronic industry globally. Total returns to shareholders of 48% over the past three years.Reported Earnings • Mar 04First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: R3.32 (up from R1.10 in 1H 2021). Revenue: R11.5b (up 52% from 1H 2021). Net income: R376.5m (up 170% from 1H 2021). Profit margin: 3.3% (up from 1.8% in 1H 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 01Investor sentiment improved over the past weekAfter last week's 17% share price gain to R19.90, the stock trades at a trailing P/E ratio of 7x. Average trailing P/E is 21x in the Electronic industry globally. Total returns to shareholders of 22% over the past three years.공시 • Feb 24+ 1 more updateAlviva Holdings Limited to Report First Half, 2022 Results on Mar 01, 2022Alviva Holdings Limited announced that they will report first half, 2022 results on Mar 01, 2022Upcoming Dividend • Nov 03Upcoming dividend of R0.29 per shareEligible shareholders must have bought the stock before 10 November 2021. Payment date: 15 November 2021. Trailing yield: 2.0%. Lower than top quartile of South African dividend payers (7.6%). Higher than average of industry peers (1.4%).분석 기사 • Sep 29Alviva Holdings (JSE:AVV) Is Increasing Its Dividend To R0.29Alviva Holdings Limited ( JSE:AVV ) has announced that it will be increasing its dividend on the 15th of November to...Reported Earnings • Sep 28Full year 2021 earnings released: EPS R2.67 (vs R1.13 in FY 2020)The company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: R14.9b (flat on FY 2020). Net income: R325.8m (up 119% from FY 2020). Profit margin: 2.2% (up from 1.0% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Aug 17Investor sentiment improved over the past weekAfter last week's 21% share price gain to R15.46, the stock trades at a trailing P/E ratio of 12.2x. Average trailing P/E is 23x in the Electronic industry globally. Total loss to shareholders of 11% over the past three years.Is New 90 Day High Low • Mar 03New 90-day high: R11.62The company is up 28% from its price of R9.07 on 03 December 2020. The South African market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 7.0% over the same period.분석 기사 • Mar 01How Much Are Alviva Holdings Limited (JSE:AVV) Insiders Spending On Buying Shares?It is not uncommon to see companies perform well in the years after insiders buy shares. On the other hand, we'd be...분석 기사 • Jan 25Here's Why We Think Alviva Holdings's (JSE:AVV) Statutory Earnings Might Be ConservativeStatistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. Having said that...Valuation Update With 7 Day Price Move • Jan 18Investor sentiment improved over the past weekAfter last week's 16% share price gain to R10.20, the stock is trading at a trailing P/E ratio of 9.1x, up from the previous P/E ratio of 7.8x. This compares to an average P/E of 27x in the Electronic industry. Total return to shareholders over the past three years is a loss of 37%.Is New 90 Day High Low • Jan 15New 90-day high: R9.96The company is up 19% from its price of R8.36 on 16 October 2020. The South African market is up 12% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 20% over the same period.분석 기사 • Dec 29Alviva Holdings' (JSE:AVV) Stock Price Has Reduced 50% In The Past Three YearsIt is a pleasure to report that the Alviva Holdings Limited ( JSE:AVV ) is up 35% in the last quarter. But that cannot...Is New 90 Day High Low • Dec 18New 90-day high: R9.70The company is up 56% from its price of R6.22 on 18 September 2020. The South African market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 10.0% over the same period.분석 기사 • Dec 01Have Insiders Been Buying Alviva Holdings Limited (JSE:AVV) Shares?We've lost count of how many times insiders have accumulated shares in a company that goes on to improve markedly. On...Is New 90 Day High Low • Nov 26New 90-day high: R9.50The company is up 76% from its price of R5.40 on 28 August 2020. The South African market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 7.0% over the same period.Valuation Update With 7 Day Price Move • Nov 19Market bids up stock over the past weekAfter last week's 17% share price gain to R8.10, the stock is trading at a trailing P/E ratio of 7.2x, up from the previous P/E ratio of 6.2x. This compares to an average P/E of 25x in the Electronic industry. Total return to shareholders over the past three years is a loss of 53%.공시 • Nov 18Tham Investments Proprietary Limited acquired 16.1% stake in Alviva Holdings Limited (JSE:AVV).Tham Investments Proprietary Limited acquired 16.1% stake in Alviva Holdings Limited (JSE:AVV) on November 17, 2020. Tham Investments Proprietary Limited completed the acquisition of 16.1% stake in Alviva Holdings Limited (JSE:AVV) on November 17, 2020.공시 • Nov 13Alviva Holdings Limited (JSE:AVV) agreed to acquire Tarsus Technology Group for approximately ZAR 190 million.Alviva Holdings Limited (JSE:AVV) agreed to acquire Tarsus Technology Group for approximately ZAR 190 million on November 12, 2020. Under terms ZAR 10 million payable at closing, ZAR 27.4 which may be paid prior to the closing date to the management of Tarsus or the difference between ZAR 167 million and the amount of the net asset value of Tarsus at the closing date, limited to ZAR 5 million after 6 months of the closing date, ZAR 32.8 million payable after 18 months of the closing date, ZAR 25.1 million after 30 months of the closing date. The transaction is subject to relevant approvals being obtained from the relevant competition authorities, by the closing date, the Alviva’s confirmation to the seller, in writing, that no material adverse change in respect of Tarsus, as defined in the agreement has occurred, a written agreement, incorporating the terms and conditions of the term sheet in respect of the working capital facility, is concluded between Tarsus and Investec Bank Limited, on terms reasonably acceptable to the Alviva and a written agreement, incorporating the terms and conditions of the term sheet in respect of the working capital facility, is concluded between Tarsus and Investec Bank Limited, on terms reasonably acceptable to the Alviva. As of February 28, 2020, Tarsus has net assets of approximately ZAR 190 million, profit after tax of ZAR 34.8 million. Webber Wentzel and Investec Bank Limited advised seller. Tugendhaft Wapnick Banchetti and Partners acted as legal advisor for Alviva Holdings Limited.Valuation Update With 7 Day Price Move • Nov 10Market bids up stock over the past weekAfter last week's 20% share price gain to R7.50, the stock is trading at a trailing P/E ratio of 6.7x, up from the previous P/E ratio of 5.5x. This compares to an average P/E of 24x in the Electronic industry. Total return to shareholders over the past three years is a loss of 59%.Valuation Update With 7 Day Price Move • Oct 30Market pulls back on stock over the past weekAfter last week's 20% share price decline to R7.20, the stock is trading at a trailing P/E ratio of 6.4x, down from the previous P/E ratio of 8x. This compares to an average P/E of 24x in the Electronic industry. Total return to shareholders over the past three years is a loss of 61%.Is New 90 Day High Low • Oct 20New 90-day high: R8.55The company is up 40% from its price of R6.11 on 22 July 2020. The South African market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 3.0% over the same period.공시 • Oct 16Alviva Sets Sights to Buy TarsusAlviva Holdings Limited (JSE:AVV) said it is in talks to acquire privately owned Tarsus Distribution (Pty) Ltd. Alviva, which provides technology products and services including assembling of computers, distribution and software, said the due diligence for the potential deal had been completed and, if successfully concluded, "this transaction may have a material effect" on the share price. Alviva has not disclosed the value of the deal.Valuation Update With 7 Day Price Move • Oct 13Market bids up stock over the past weekAfter last week's 20% share price gain to R8.01, the stock is trading at a trailing P/E ratio of 7.1x, up from the previous P/E ratio of 5.9x. This compares to an average P/E of 25x in the Electronic industry. Total return to shareholders over the past three years is a loss of 60%.Reported Earnings • Oct 03Full year earnings released - EPS R1.13Over the last 12 months the company has reported total profits of R148.7m, down 62% from the prior year. Total revenue was R14.8b over the last 12 months, down 7.0% from the prior year. Profit margins were 1.0%, which is lower than the 2.5% margin from last year. The decrease in margin was driven by lower revenue.Is New 90 Day High Low • Sep 29New 90-day high: R7.19The company is up 10.0% from its price of R6.52 on 01 July 2020. The South African market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 5.0% over the same period.이익 및 매출 성장 예측JSE:AVV - 애널리스트 향후 추정치 및 과거 재무 데이터 (ZAR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수6/30/202428,223N/AN/AN/A16/30/202326,095N/AN/AN/A16/30/202223,42968731112N/A3/31/202221,135625-2644N/A12/31/202118,841563-83-24N/A9/30/202116,867444-4414N/A6/30/202114,893326-552N/A3/31/202114,925244455534N/A12/31/202014,9571639161,016N/A9/30/202014,8801561,1411,262N/A6/30/202014,8041491,3651,508N/A3/31/202015,193227837967N/A12/31/201915,582306310427N/A9/30/201915,753350100198N/A6/30/201915,923395-109-30N/A3/31/201915,423410N/AN/AN/A12/31/201814,923426433506N/A9/30/201814,276424551624N/A6/30/201813,629422668741N/A3/31/201813,261429N/AN/AN/A12/31/201712,893436655707N/A9/30/201712,852420783828N/A6/30/201712,811405911950N/A3/31/201712,898388848889N/A12/31/201612,984370784827N/A9/30/201611,977356610646N/A6/30/201610,969342436465N/A3/31/20169,825325N/A440N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: AVV 의 예상 수익 증가율이 절약률(9.2%)보다 높은지 판단하기에는 데이터가 부족합니다.수익 vs 시장: AVV 의 수익이 ZA 시장보다 빠르게 성장할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.고성장 수익: AVV 의 수익이 향후 3년 동안 상당히 증가할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.수익 대 시장: AVV 의 수익(연간 9.2%)이 ZA 시장(연간 6.6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: AVV 의 수익(연간 9.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: AVV의 자본 수익률은 3년 후 22.9%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2023/03/16 21:16종가2023/02/28 00:00수익2022/06/30연간 수익2022/06/30데이터 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 소스Alviva Holdings Limited는 2명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관null nullMerchantec (Proprietary) LimitedSindi DanisoSBG Securities (Proprietary) Limited
공시 • Dec 24Alviva Holdings Limited, Annual General Meeting, Jan 27, 2023Alviva Holdings Limited, Annual General Meeting, Jan 27, 2023, at 14:00 South Africa Standard Time.
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. Independent & Non-Executive Director Mathukana Mokoka was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Nov 02Upcoming dividend of R0.55 per shareEligible shareholders must have bought the stock before 09 November 2022. Payment date: 14 November 2022. Payout ratio is a comfortable 9.0% but the company is paying out more than the cash it is generating. Trailing yield: 2.4%. Lower than top quartile of South African dividend payers (8.9%). Higher than average of industry peers (2.1%).
Reported Earnings • Sep 29Full year 2022 earnings released: EPS: R6.14 (vs R2.67 in FY 2021)Full year 2022 results: EPS: R6.14 (up from R2.67 in FY 2021). Revenue: R23.4b (up 57% from FY 2021). Net income: R686.5m (up 111% from FY 2021). Profit margin: 2.9% (up from 2.2% 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 42% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Board Change • Aug 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. Independent & Non-Executive Director Mathukana Mokoka was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
분석 기사 • Jul 01Here's Why Alviva Holdings (JSE:AVV) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improved over the past weekAfter last week's 19% share price gain to R22.65, the stock trades at a trailing P/E ratio of 4.4x. Average trailing P/E is 18x in the Electronic industry globally. Total returns to shareholders of 48% over the past three years.
Reported Earnings • Mar 04First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: R3.32 (up from R1.10 in 1H 2021). Revenue: R11.5b (up 52% from 1H 2021). Net income: R376.5m (up 170% from 1H 2021). Profit margin: 3.3% (up from 1.8% in 1H 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 01Investor sentiment improved over the past weekAfter last week's 17% share price gain to R19.90, the stock trades at a trailing P/E ratio of 7x. Average trailing P/E is 21x in the Electronic industry globally. Total returns to shareholders of 22% over the past three years.
공시 • Feb 24+ 1 more updateAlviva Holdings Limited to Report First Half, 2022 Results on Mar 01, 2022Alviva Holdings Limited announced that they will report first half, 2022 results on Mar 01, 2022
Upcoming Dividend • Nov 03Upcoming dividend of R0.29 per shareEligible shareholders must have bought the stock before 10 November 2021. Payment date: 15 November 2021. Trailing yield: 2.0%. Lower than top quartile of South African dividend payers (7.6%). Higher than average of industry peers (1.4%).
분석 기사 • Sep 29Alviva Holdings (JSE:AVV) Is Increasing Its Dividend To R0.29Alviva Holdings Limited ( JSE:AVV ) has announced that it will be increasing its dividend on the 15th of November to...
Reported Earnings • Sep 28Full year 2021 earnings released: EPS R2.67 (vs R1.13 in FY 2020)The company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: R14.9b (flat on FY 2020). Net income: R325.8m (up 119% from FY 2020). Profit margin: 2.2% (up from 1.0% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Aug 17Investor sentiment improved over the past weekAfter last week's 21% share price gain to R15.46, the stock trades at a trailing P/E ratio of 12.2x. Average trailing P/E is 23x in the Electronic industry globally. Total loss to shareholders of 11% over the past three years.
Is New 90 Day High Low • Mar 03New 90-day high: R11.62The company is up 28% from its price of R9.07 on 03 December 2020. The South African market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 7.0% over the same period.
분석 기사 • Mar 01How Much Are Alviva Holdings Limited (JSE:AVV) Insiders Spending On Buying Shares?It is not uncommon to see companies perform well in the years after insiders buy shares. On the other hand, we'd be...
분석 기사 • Jan 25Here's Why We Think Alviva Holdings's (JSE:AVV) Statutory Earnings Might Be ConservativeStatistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. Having said that...
Valuation Update With 7 Day Price Move • Jan 18Investor sentiment improved over the past weekAfter last week's 16% share price gain to R10.20, the stock is trading at a trailing P/E ratio of 9.1x, up from the previous P/E ratio of 7.8x. This compares to an average P/E of 27x in the Electronic industry. Total return to shareholders over the past three years is a loss of 37%.
Is New 90 Day High Low • Jan 15New 90-day high: R9.96The company is up 19% from its price of R8.36 on 16 October 2020. The South African market is up 12% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 20% over the same period.
분석 기사 • Dec 29Alviva Holdings' (JSE:AVV) Stock Price Has Reduced 50% In The Past Three YearsIt is a pleasure to report that the Alviva Holdings Limited ( JSE:AVV ) is up 35% in the last quarter. But that cannot...
Is New 90 Day High Low • Dec 18New 90-day high: R9.70The company is up 56% from its price of R6.22 on 18 September 2020. The South African market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 10.0% over the same period.
분석 기사 • Dec 01Have Insiders Been Buying Alviva Holdings Limited (JSE:AVV) Shares?We've lost count of how many times insiders have accumulated shares in a company that goes on to improve markedly. On...
Is New 90 Day High Low • Nov 26New 90-day high: R9.50The company is up 76% from its price of R5.40 on 28 August 2020. The South African market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 7.0% over the same period.
Valuation Update With 7 Day Price Move • Nov 19Market bids up stock over the past weekAfter last week's 17% share price gain to R8.10, the stock is trading at a trailing P/E ratio of 7.2x, up from the previous P/E ratio of 6.2x. This compares to an average P/E of 25x in the Electronic industry. Total return to shareholders over the past three years is a loss of 53%.
공시 • Nov 18Tham Investments Proprietary Limited acquired 16.1% stake in Alviva Holdings Limited (JSE:AVV).Tham Investments Proprietary Limited acquired 16.1% stake in Alviva Holdings Limited (JSE:AVV) on November 17, 2020. Tham Investments Proprietary Limited completed the acquisition of 16.1% stake in Alviva Holdings Limited (JSE:AVV) on November 17, 2020.
공시 • Nov 13Alviva Holdings Limited (JSE:AVV) agreed to acquire Tarsus Technology Group for approximately ZAR 190 million.Alviva Holdings Limited (JSE:AVV) agreed to acquire Tarsus Technology Group for approximately ZAR 190 million on November 12, 2020. Under terms ZAR 10 million payable at closing, ZAR 27.4 which may be paid prior to the closing date to the management of Tarsus or the difference between ZAR 167 million and the amount of the net asset value of Tarsus at the closing date, limited to ZAR 5 million after 6 months of the closing date, ZAR 32.8 million payable after 18 months of the closing date, ZAR 25.1 million after 30 months of the closing date. The transaction is subject to relevant approvals being obtained from the relevant competition authorities, by the closing date, the Alviva’s confirmation to the seller, in writing, that no material adverse change in respect of Tarsus, as defined in the agreement has occurred, a written agreement, incorporating the terms and conditions of the term sheet in respect of the working capital facility, is concluded between Tarsus and Investec Bank Limited, on terms reasonably acceptable to the Alviva and a written agreement, incorporating the terms and conditions of the term sheet in respect of the working capital facility, is concluded between Tarsus and Investec Bank Limited, on terms reasonably acceptable to the Alviva. As of February 28, 2020, Tarsus has net assets of approximately ZAR 190 million, profit after tax of ZAR 34.8 million. Webber Wentzel and Investec Bank Limited advised seller. Tugendhaft Wapnick Banchetti and Partners acted as legal advisor for Alviva Holdings Limited.
Valuation Update With 7 Day Price Move • Nov 10Market bids up stock over the past weekAfter last week's 20% share price gain to R7.50, the stock is trading at a trailing P/E ratio of 6.7x, up from the previous P/E ratio of 5.5x. This compares to an average P/E of 24x in the Electronic industry. Total return to shareholders over the past three years is a loss of 59%.
Valuation Update With 7 Day Price Move • Oct 30Market pulls back on stock over the past weekAfter last week's 20% share price decline to R7.20, the stock is trading at a trailing P/E ratio of 6.4x, down from the previous P/E ratio of 8x. This compares to an average P/E of 24x in the Electronic industry. Total return to shareholders over the past three years is a loss of 61%.
Is New 90 Day High Low • Oct 20New 90-day high: R8.55The company is up 40% from its price of R6.11 on 22 July 2020. The South African market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 3.0% over the same period.
공시 • Oct 16Alviva Sets Sights to Buy TarsusAlviva Holdings Limited (JSE:AVV) said it is in talks to acquire privately owned Tarsus Distribution (Pty) Ltd. Alviva, which provides technology products and services including assembling of computers, distribution and software, said the due diligence for the potential deal had been completed and, if successfully concluded, "this transaction may have a material effect" on the share price. Alviva has not disclosed the value of the deal.
Valuation Update With 7 Day Price Move • Oct 13Market bids up stock over the past weekAfter last week's 20% share price gain to R8.01, the stock is trading at a trailing P/E ratio of 7.1x, up from the previous P/E ratio of 5.9x. This compares to an average P/E of 25x in the Electronic industry. Total return to shareholders over the past three years is a loss of 60%.
Reported Earnings • Oct 03Full year earnings released - EPS R1.13Over the last 12 months the company has reported total profits of R148.7m, down 62% from the prior year. Total revenue was R14.8b over the last 12 months, down 7.0% from the prior year. Profit margins were 1.0%, which is lower than the 2.5% margin from last year. The decrease in margin was driven by lower revenue.
Is New 90 Day High Low • Sep 29New 90-day high: R7.19The company is up 10.0% from its price of R6.52 on 01 July 2020. The South African market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 5.0% over the same period.