Aankondiging • Mar 30
Nextcom Ltd., Annual General Meeting, May 04, 2026 Nextcom Ltd., Annual General Meeting, May 04, 2026. Location: amit, polak law offices, Israel Reported Earnings • Mar 26
Full year 2025 earnings released: ₪0.41 loss per share (vs ₪0.61 profit in FY 2024) Full year 2025 results: ₪0.41 loss per share (down from ₪0.61 profit in FY 2024). Revenue: ₪437.3m (down 2.2% from FY 2024). Net loss: ₪5.93m (down 168% from profit in FY 2024). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings. Reported Earnings • Nov 29
Third quarter 2025 earnings released: EPS: ₪0.035 (vs ₪0.37 in 3Q 2024) Third quarter 2025 results: EPS: ₪0.035 (down from ₪0.37 in 3Q 2024). Revenue: ₪113.2m (down 10% from 3Q 2024). Net income: ₪503.0k (down 90% from 3Q 2024). Profit margin: 0.4% (down from 4.2% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings. Buy Or Sell Opportunity • Nov 18
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 18% to ₪7.82. The fair value is estimated to be ₪9.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 18%. Valuation Update With 7 Day Price Move • Sep 02
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₪7.81, the stock trades at a trailing P/E ratio of 14.9x. Average trailing P/E is 17x in the Telecom industry in Asia. Total returns to shareholders of 53% over the past three years. Board Change • Sep 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Chairman Yuval Harari 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. Valuation Update With 7 Day Price Move • Jul 07
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₪9.62, the stock trades at a trailing P/E ratio of 18.3x. Average trailing P/E is 18x in the Telecom industry in Asia. Total returns to shareholders of 21% over the past three years. New Risk • May 29
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 10% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.7% net profit margin). Market cap is less than US$100m (₪119.8m market cap, or US$34.3m). New Risk • May 18
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 6.3% 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 Risk Earnings have declined by 6.5% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.3% average weekly change). Profit margins are more than 30% lower than last year (1.9% net profit margin). Market cap is less than US$100m (₪134.8m market cap, or US$37.9m). Upcoming Dividend • Apr 03
Upcoming dividend of ₪0.24 per share Eligible shareholders must have bought the stock before 10 April 2025. Payment date: 05 May 2025. The company last paid an ordinary dividend in March 2015. The average dividend yield among industry peers is 5.1%. Reported Earnings • Apr 02
Full year 2024 earnings released: EPS: ₪0.61 (vs ₪1.20 in FY 2023) Full year 2024 results: EPS: ₪0.61 (down from ₪1.20 in FY 2023). Revenue: ₪447.2m (down 5.3% from FY 2023). Net income: ₪8.68m (down 49% from FY 2023). Profit margin: 1.9% (down from 3.6% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings. Valuation Update With 7 Day Price Move • Apr 02
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₪8.14, the stock trades at a trailing P/E ratio of 13.2x. Average trailing P/E is 18x in the Telecom industry in Asia. Total loss to shareholders of 31% over the past three years. Aankondiging • Apr 01
Nextcom Ltd. announces Annual dividend, payable on May 05, 2025 Nextcom Ltd. announced Annual dividend of ILS 0.2449 per share payable on May 05, 2025, ex-date on April 10, 2025 and record date on April 10, 2025. Aankondiging • Mar 31
Nextcom Ltd., Annual General Meeting, May 05, 2025 Nextcom Ltd., Annual General Meeting, May 05, 2025. Location: amit, polak law offices., Israel New Risk • Nov 28
New major risk - Revenue and earnings growth Earnings have declined by 3.4% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 3.4% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.0% net profit margin). Market cap is less than US$100m (₪86.1m market cap, or US$23.6m). New Risk • Sep 24
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 23% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (₪85.0m market cap, or US$22.4m). New Risk • Jun 13
New minor risk - Financial position The company has a high level of debt. Net debt to equity ratio: 50% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (50% net debt to equity). Market cap is less than US$100m (₪101.3m market cap, or US$27.3m). Aankondiging • Mar 22
Nextcom Ltd., Annual General Meeting, Apr 30, 2024 Nextcom Ltd., Annual General Meeting, Apr 30, 2024, at 11:00 Israel Standard Time. New Risk • Mar 20
New minor risk - Financial position The company has a high level of debt. Net debt to equity ratio: 51% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (51% net debt to equity). Market cap is less than US$100m (₪114.4m market cap, or US$31.4m). Reported Earnings • Mar 20
Full year 2023 earnings released: EPS: ₪1.20 (vs ₪0.51 in FY 2022) Full year 2023 results: EPS: ₪1.20 (up from ₪0.51 in FY 2022). Revenue: ₪472.1m (up 7.2% from FY 2022). Net income: ₪17.2m (up 136% from FY 2022). Profit margin: 3.6% (up from 1.6% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings. Reported Earnings • Nov 30
Third quarter 2023 earnings released: EPS: ₪0.48 (vs ₪0.18 in 3Q 2022) Third quarter 2023 results: EPS: ₪0.48 (up from ₪0.18 in 3Q 2022). Revenue: ₪142.8m (up 31% from 3Q 2022). Net income: ₪6.81m (up 168% from 3Q 2022). Profit margin: 4.8% (up from 2.3% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 17% per year whereas the company’s share price has fallen by 15% per year. Reported Earnings • Nov 30
Third quarter 2023 earnings released: EPS: ₪0.48 (vs ₪0.18 in 3Q 2022) Third quarter 2023 results: EPS: ₪0.48 (up from ₪0.18 in 3Q 2022). Revenue: ₪142.8m (up 31% from 3Q 2022). Net income: ₪6.81m (up 168% from 3Q 2022). Profit margin: 4.8% (up from 2.3% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 17% per year whereas the company’s share price has fallen by 15% per year. New Risk • Nov 28
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 7.2% 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: Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Market cap is less than US$100m (₪101.4m market cap, or US$27.5m). Reported Earnings • Aug 30
Second quarter 2023 earnings released: EPS: ₪0.19 (vs ₪0.051 loss in 2Q 2022) Second quarter 2023 results: EPS: ₪0.19 (up from ₪0.051 loss in 2Q 2022). Revenue: ₪119.9m (up 24% from 2Q 2022). Net income: ₪5.36m (up ₪6.08m from 2Q 2022). Profit margin: 4.5% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has remained flat, which means it is well ahead of earnings. Reported Earnings • Mar 25
Full year 2022 earnings released: EPS: ₪0.51 (vs ₪1.75 in FY 2021) Full year 2022 results: EPS: ₪0.51 (down from ₪1.75 in FY 2021). Revenue: ₪440.4m (down 15% from FY 2021). Net income: ₪7.26m (down 71% from FY 2021). Profit margin: 1.6% (down from 4.8% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 6% per year. Valuation Update With 7 Day Price Move • Jan 04
Investor sentiment improved over the past week After last week's 18% share price gain to ₪5.32, the stock trades at a trailing P/E ratio of 6.4x. Average trailing P/E is 17x in the Telecom industry in Asia. Total returns to shareholders of 8.0% over the past three years. Reported Earnings • Nov 30
Third quarter 2022 earnings released: EPS: ₪0.18 (vs ₪0.42 in 3Q 2021) Third quarter 2022 results: EPS: ₪0.18 (down from ₪0.42 in 3Q 2021). Revenue: ₪108.8m (down 13% from 3Q 2021). Net income: ₪2.54m (down 58% from 3Q 2021). Profit margin: 2.3% (down from 4.8% in 3Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Board Change • Nov 16
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Director Israel Tchechik was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Reported Earnings • Sep 03
Second quarter 2022 earnings released: ₪0.051 loss per share (vs ₪0.37 profit in 2Q 2021) Second quarter 2022 results: ₪0.051 loss per share (down from ₪0.37 profit in 2Q 2021). Revenue: ₪97.1m (down 26% from 2Q 2021). Net loss: ₪722.0k (down 114% from profit in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Aug 31
Investor sentiment deteriorated over the past week After last week's 16% share price decline to ₪5.77, the stock trades at a trailing P/E ratio of 3.9x. Average trailing P/E is 17x in the Telecom industry in Asia. Total returns to shareholders of 33% over the past three years. Valuation Update With 7 Day Price Move • Jun 02
Investor sentiment deteriorated over the past week After last week's 16% share price decline to ₪7.89, the stock trades at a trailing P/E ratio of 5.3x. Average trailing P/E is 18x in the Telecom industry in Asia. Total returns to shareholders of 47% over the past three years. Reported Earnings • May 28
First quarter 2022 earnings released: EPS: ₪0.22 (vs ₪0.48 in 1Q 2021) First quarter 2022 results: EPS: ₪0.22 (down from ₪0.48 in 1Q 2021). Revenue: ₪128.1m (up 7.9% from 1Q 2021). Net income: ₪3.06m (down 55% from 1Q 2021). Profit margin: 2.4% (down from 5.7% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • May 02
Investor sentiment deteriorated over the past week After last week's 19% share price decline to ₪10.38, the stock trades at a trailing P/E ratio of 5.9x. Average trailing P/E is 19x in the Telecom industry in Asia. Total returns to shareholders of 95% over the past three years. Board Change • Apr 27
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Director Israel Tchechik was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Reported Earnings • Nov 27
Third quarter 2021 earnings: Revenues and EPS in line with analyst expectations Third quarter 2021 results: EPS: ₪0.42 (up from ₪0.39 in 3Q 2020). Revenue: ₪125.1m (up 37% from 3Q 2020). Net income: ₪6.00m (up 9.5% from 3Q 2020). Profit margin: 4.8% (down from 6.0% in 3Q 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 29% per year. Valuation Update With 7 Day Price Move • Sep 13
Investor sentiment deteriorated over the past week After last week's 18% share price decline to ₪10.44, the stock trades at a trailing P/E ratio of 7x. Average trailing P/E is 23x in the Telecom industry in Asia. Total returns to shareholders of 78% over the past three years. Valuation Update With 7 Day Price Move • May 31
Investor sentiment improved over the past week After last week's 21% share price gain to ₪14.23, the stock trades at a trailing P/E ratio of 13x. Average trailing P/E is 21x in the Telecom industry in Asia. Total returns to shareholders of 170% over the past three years. Reported Earnings • Mar 24
Full year 2020 earnings released: EPS ₪1.09 (vs ₪0.90 in FY 2019) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ₪355.0m (up 2.5% from FY 2019). Net income: ₪15.5m (up 22% from FY 2019). Profit margin: 4.4% (up from 3.7% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Mar 10
Investor sentiment improved over the past week After last week's 16% share price gain to ₪11.40, the stock is trading at a trailing P/E ratio of 12.6x, up from the previous P/E ratio of 10.9x. This compares to an average P/E of 21x in the Telecom industry in Asia. Total returns to shareholders over the past three years are 184%. Is New 90 Day High Low • Mar 04
New 90-day low: ₪9.75 The company is down 11% from its price of ₪10.94 on 03 December 2020. The Israeli market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 7.0% over the same period. Is New 90 Day High Low • Dec 28
New 90-day high: ₪12.27 The company is up 75% from its price of ₪7.01 on 29 September 2020. The Israeli market is up 26% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is up 6.0% over the same period. Upcoming Dividend • Nov 29
Upcoming Dividend of ₪0.21 Per Share Will be paid on the 4th of January to those who are registered shareholders by the 6th of December. The trailing yield of 1.4% is below the top quartile of Israeli dividend payers (5.3%), and is lower than industry peers (3.9%). Reported Earnings • Nov 27
Third quarter 2020 earnings released: EPS ₪0.39 The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: ₪91.0m (down 3.9% from 3Q 2019). Net income: ₪5.48m (up 23% from 3Q 2019). Profit margin: 6.0% (up from 4.7% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Nov 16
Market bids up stock over the past week After last week's 16% share price gain to ₪9.34, the stock is trading at a trailing P/E ratio of 11.3x, up from the previous P/E ratio of 9.7x. This compares to an average P/E of 19x in the Telecom industry in Asia. Total returns to shareholders over the past three years are 172%. Is New 90 Day High Low • Nov 11
New 90-day high: ₪8.58 The company is up 43% from its price of ₪6.02 on 12 August 2020. The Israeli market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is down 1.0% over the same period. Is New 90 Day High Low • Oct 01
New 90-day high: ₪7.50 The company is up 50% from its price of ₪5.02 on 01 July 2020. The Israeli market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Telecom industry, which is down 4.0% over the same period.