Kenon Holdings Temettüler ve Geri Alımlar
Temettü kriter kontrolleri 2/6
Kenon Holdings 4.53% cari getiri oranına sahip temettü ödeyen bir şirkettir.
Anahtar bilgiler
4.5%
Temettü verimi
0.2%
Geri Alım Getirisi
| Toplam Hissedar Getirisi | 4.7% |
| Gelecekteki Temettü Verimi | n/a |
| Temettü Büyümesi | 19.1% |
| Bir sonraki temettü ödeme tarihi | n/a |
| Eski temettü tarihi | n/a |
| Hisse başına temettü | n/a |
| Ödeme oranı | 303% |
Son temettü ve geri alım güncellemeleri
Recent updates
Seeking Alpha • Dec 09
Kenon: Growth On The Horizon, But Upside May Be Fully Priced (Rating Downgrade)
Summary Kenon Holdings is rated 'Hold' after a 30% rally, with upside now limited and valuation stretched above sector medians. KEN's revenue could triple by 2030 if major gas and solar projects deliver and electricity demand remains robust, but risks are mounting. Current valuation is rich: estimated P/E is 31.9x vs. sector median 19.67x, and price approaches prior optimistic DCF scenario. Key risks include potential AI-driven energy demand slowdown, Israeli market liberalization, project delays, and possible shareholder dilution. Read the full article on Seeking AlphaSeeking Alpha • Mar 30
Kenon Holdings: Recent Developments Prompt Me To Change My Assessment
Summary Kenon Holdings Ltd. divesting from ZIM Integrated Shipping Services makes OPC Energy Ltd. its sole core holding. On the holding level, there is ample cash and no material debt. Based on OPC's stock price and liquidity on the holding level, the stock is not overvalued - but it is not particularly cheap either. Consequently, I am assigning a hold rating. Read the full article on Seeking AlphaSeeking Alpha • Nov 27
Kenon Holdings: Divesting ZIM, Breakout In Play Ahead Of Earnings
Summary Kenon Holdings (KEN) has gained 41% YTD, driven by higher global freight rates and strong Utilities-sector performance, despite volatile shipping rates. KEN's shareholder-friendly moves include a $3.80 dividend and stock buybacks, and it is exiting its stake in ZIM. Despite positive technical indicators and bullish seasonal trends, KEN faces challenges with high debt, negative GAAP EPS, and an uncertain earnings outlook. I maintain a hold rating on KEN, appreciating the yield and buybacks but wary of negative earnings and macroeconomic risks. Read the full article on Seeking AlphaSeeking Alpha • May 16
Kenon Holdings: An Interesting Dividend, But Risky
Summary Kenon Holdings is the largest shareholder of shipping company ZIM and has a controlling interest in OPC Energy Ltd. KEN has a dividend yield of more than 15 percent. It is, however, far from a risk-free investment. The predictable utility business of OPC somewhat balances the inherently volatile profile of ZIM. Read the full article on Seeking AlphaSeeking Alpha • Mar 11
Kenon Holdings: Bullish Freight Rate Trends, Eyeing Momentum
Summary Global shipping rates surged at the end of 2023, benefiting container liners able to charge higher rates. Ongoing tensions in the Gaza Strip pose challenges for firms with assets and operations in the region, though longer-term infrastructure tailwinds could come about. Kenon Holdings has potential upside, but improved earnings and technical evidence of a reversal are needed. With earnings due out later this month, I highlight key price levels to monitor. Read the full article on Seeking AlphaSeeking Alpha • Nov 09
Kenon: A Trifecta Of Bearish Factors, Smaller Payouts Possible
Summary Global shipping rates are showing signs of stabilization, potentially benefiting shipping companies. Kenon Holdings is downgraded from a buy to a hold due to weak fundamentals, uncertainty in the renewable energy industry, and geopolitical factors. The chart for Kenon Holdings suggests a bearish trend, with resistance at $23 and support at $17. Read the full article on Seeking AlphaSeeking Alpha • Jul 20
Kenon Holdings: A Pretty Clear Yield Trap
Summary Kenon Holdings Ltd., an Israel-based company focusing on power generation facilities, is facing financial struggles, with a 20% decrease in share price and declining net profits. The company's high dividend yield of over 50% is likely to be unsustainable, and a significant dividend cut is expected due to the company's exposure to volatile markets. Despite having over $750 million in cash, the company's operating expenses and poor margins present a high risk, leading to a recommendation for investors to sell. Read the full article on Seeking AlphaSeeking Alpha • Feb 21
Kenon: Outlining A Long Trade, But Fundamentals Remain Troubling
Summary The Utilities sector has been a soft spot in 2023 as a risk-on mantra has persisted. Meanwhile, global shipping rates are on the fall, hurting firms with exposure to that volatile niche. I see shares of Kenon as expensive when price is compared to its revenue, but the chart shows a clear bullish pattern. Utilities sector stocks have been a laggard in 2023. What’s more global shipping equities have struggled amid falling container rates. That is not a strong combination for one holdings company with exposure to both spots. There’s some downside momentum, and I see shares of Kenon (KEN) as still not a tremendous value despite a steep fall. But traders should watch this one, as the chart suggests a positive risk/reward play at hand. Utilities With Negative Alpha YTD Stockcharts.com Shipping Rates Continue To Plummet Drewry According to Fidelity Investments, Kenon Holdings Ltd., through its subsidiaries, operates as an owner, developer, and operator of power generation facilities in Israel, the United States, and internationally. It operates in four segments: OPC Israel, CPV Group, ZIM, and Quantum. The company engages in the generation and supply of electricity and energy; development, construction, and management of renewable energy and conventional natural gas-fired power plants; manufacture of automobiles; and provision of container liner shipping services. The company owns 55% of OPC (a leading owner, operator, and developer of power generation facilities in the Israeli and U.S. power markets), 21% of ZIM (– an international shipping company), and 12% of Qoros (a China-based automotive company). So, its exposure is primarily to the volatile power markets and, to a smaller extent, the global shipping market. There’s modest ownership in the also risky China EV market. Kenon has agreed to sell its remaining 12% interest in Qoros, though. The Singapore-based $1.6 billion market cap Independent Power and Renewable Electricity Producers industry company within the Utilities sector trades at a low 1.1 trailing 12-month GAAP price-to-earnings ratio and pays a high 11.6% dividend yield, according to The Wall Street Journal. Back in November, Kenon reported GAAP EPS of $4.65 on revenue of $163 million – that was a more than 22% increase in sales from the same period a year ago. Unfortunately, with steeply falling global shipping rates (to which the firm is exposed despite it being an IPP name), I expect Kenon’s operations to continue to be challenged. On valuation, the low GAAP and operating earnings multiples near 1 are deceptive. Notice in the valuation picture below that Kenon still trades at more than 5 times sales (Seeking Alpha shows at just 2.9 times last year’s revenues, though) and has only a near-median industry price-to-book ratio. What’s more, Seeking Alpha shows an EV/EBITDA multiple sky-high at 38. With a historically high price-to-sales multiple, I see shares as not an ideal value right now. KEN: Expensive on the Sales Multiple, Generating Decent Free Cash Flow S&P Looking ahead, corporate event data provided by Wall Street Horizon show an unconfirmed Q4 2022 earnings date of Thursday, March 30 BMO. The calendar is light on volatility catalysts in the near term. Corporate Event Risk Calendar Wall Street Horizon The Technical Take With a continued negative outlook despite a yoy revenue jump, how does the chart shape up? I actually see some opportunity for a favorable risk/reward play. Notice in the graph below that shares are forming a bullish descending wedge pattern. There’s support at $30 while upside resistance is seen near the $48 to $50 range. I also see potential selling pressure coming into play in the low $40s based on where KEN stalled on a pair of occasions during the back half of last year. What’s also bearish for the stock is that it has not participated in the market’s snapback off the mid-October low. I issued a sell on shares right near the market low, and I was surprised to see that the call was right on since the macro timing was rather poor.Seeking Alpha • Oct 11
Kenon: A Volatile Utility Company Exposed To An Uncertain Shipping Market
Summary Global shippers enjoyed a boom in 2021 and early 2022 as international supply chains were in upheaval. Kenon's shipping exposure benefitted from high shipping rates. The stock has fallen sharply, but its valuation remains uncertain and the technical chart appears bearish. Global supply chains are easing, and the world container index is falling. After a sudden pandemic spike, the cost to move goods on the high seas is in sharp retreat and does not exhibit signs of reversing. One small Utilities sector company has exposure through ZIM Integrated (ZIM) (a 21% stake) and has a majority (59% equity interest) in OPC Energy. Drewry World Container Index Falling Sharply Drewry According to Fidelity Investments, Kenon Holdings Ltd. (KEN), through its subsidiaries, operates as an owner, developer, and operator of power generation facilities in Israel, the United States, and internationally. It operates in four segments: OPC Israel, CPV Group, ZIM, and Quantum. The company engages in the generation and supply of electricity and energy; development, construction, and management of renewable energy and conventional natural gas-fired power plants; manufacture of automobiles; and provision of container liner shipping services. The Singapore-based $1.9 billion market cap Independent Power and Renewable Electricity Producers industry company within the Utilities sector trades at a high 27.5 trailing 12-month GAAP price-to-earnings ratio and pays a high 10.0% dividend yield, according to The Wall Street Journal. On valuation, while the trailing P/E looks quite cheap, the firm's 5.8 price-to-sales ratio is higher compared to its industry peers. KEN’s price-to-cash flow ratio, however, is relatively low, which is a key stat in this market environment that demands decent cash flow. Digging deeper, though, the firm has sharply positive free cash flow, which is a better vital sign for a company. S&P Global Market Intelligence reports middle-of-the-road gross margins for Kenon. Overall, I’m not convinced that the firm can generate reliable earnings, but strong free cash flow per share is positive for its dividend. A Mixed Valuation Picture S&P Global Looking ahead, corporate event data provided by Wall Street Horizon show an unconfirmed Q3 earnings date of Wednesday, Nov. 30 BMO. There are no analyst estimates for the EPS figure. Corporate Event Calendar Wall Street Horizon The Technical Take KEN has been more than cut in half from its early 2022 peak during the commodity and materials boom that took place shortly after Russia’s invasion of Ukraine. Back then, tanker shipping rates skyrocketed as nations and businesses scrambled to move goods across a messy supply chain. The bull market for freight shipping quickly evaporated, and shares of KEN dropped precipitously.Seeking Alpha • Sep 23
Kenon Holdings, ZIM Integrated Shipping Services: Yes, We KEN!
Summary There aren't many segments across the stock market as hated as container-related stocks are these days. Nonetheless, we believe this is exactly the time to be "greedy when others are fearful". We're sowing the seeds of love today, wiping the tears, and overcoming the fears. From Dusk Till Dawn Less than nine months ago, container rates (and, therefore, stocks) were still running super-hot, with a 40-foot container still fetching nearly $10k. At the time, we wrote that "KEN stock price goes where ZIM stock price goes, and currently, there seem to be very little (dark/stormy) clouds in ZIM's bright skies." Container rates maintained high levels for another 3 months, but then Russia invaded Ukraine and changed the container landscape almost overnight. With the world economy slowing rapidly, and global trade taking a step back, a clear path toward lower container rates was formed. Drewry Not only have container rates been more than halved (since the peak, a year ago), but it seems like there's no end to the ongoing decline. As per Drewry, who is publishing the World Container Index (emphases ours): The composite index decreased by 10% this week, the 30th consecutive weekly decrease, and has dropped by 57% when compared with the same week last year. The latest Drewry WCI composite index of $4,472 per 40-foot container is now 57% below the peak of $10,377 reached in September 2021, but it remains 21% higher than the 5-year average of $3,704. The average composite index for the year-to-date is $7,692 per 40ft container, which is $3,988 higher than the five-year average. Drewry From Boom To Bust Stock prices of both ZIM Integrated Shipping Services Ltd. (ZIM) and Kenon Holdings Ltd. (KEN) kept climbing until the end of Q1/2022. However, they have performed roughly in line with - and even worse than - container rates ever since. At the time of writing, ZIM has lost over 70% of its value (price-wise only), and KEN more than halved. YCharts It's important to note that even in light of these massive drawdowns these two stocks are still faring much better than the market. If we look at how the two stocks have performed compared to the SPDR S&P 500 ETF (SPY) since early 2021 (when ZIM went public), the level of outperformance is still significant (especially when it comes to ZIM). YCharts Being a "Container Contrarian" The questions shareholders of ZIM and KEN are asking these days are: 1) How low can container rates move down, consequently how low the stock prices of ZIM and KEN may trade? 2) Is there hope for a recovery in container rates that would allow for KEN and ZIM stock prices to reverse the current (declining) course? In this article, we will try to answer these two questions and explain why we remain buyers of these stocks even at a time when it feels like everybody is only looking to sell. Let's look closer at the two sentences we emphasized at the bottom of the Drewry quote (above): "remains 21% higher than the 5-year average." It seems like everybody is focused on rates being down 57% from their peak, while completely ignoring that they're still significantly higher than the historical norm. Putting it differently, container ship operators are still making more money these days than they have in 2020, 2019, 2018, 2017, and a few years before that, too. Bloomberg It's beyond our grasp why most everybody is focused on the glass being half-empty (off peak) rather on the glass being half-full (historical perspective)!? "The average composite index for the year-to-date is $7,692 per 40ft container, which is $3,988 higher than the five-year average." If you ask yourself how good 2022 (still) is for container ship operators, keep in mind that the average rate they have seen in 2022 is ~108% higher than the average rate they have seen in recent years, surely since KEN went public (early 2015). Sure, we're way off-peak. Sure, the year ended in Q1/2022 was nothing like we've ever seen and it's unlikely to be as good in the foreseeable future. But can we sell a stock just because its best-ever year is behind us!? I mean, since when do we value a stock solely based on its peak performance and not on an ongoing basis!? That's, in my book, quite ridiculous! Clarksons At this point, it's clear that ZIM, KEN, and all other container-related stocks for that matter are trading solely based on short-term economic/recession fears with complete disconnection from long-term fundamentals. Let's take a closer look at each of the stocks and see why we believe they're both "Strong BUYs" at this point in time for those who look beyond the next 12 months. ZIM At $26.38 (closing price on Sep. 22), even if ZIM earns "only" $5/year, this is still a ~5.3x multiple, and if the company pays 50% of it as dividend, the yield would still be ~9.5%. YCharts The company still makes very decent cash flows, but most of all - people forget that just as the cycle ended a few months ago, a new one may start in 1-2-3 years. Then what? ZIM would be worth $80 again just as it was worth 6 months ago? YCharts The only reason to dump ZIM is if someone believes in: 1) deep, long, recession (unlikely, taking into consideration modern central banks' policies); 2) lower container rates for longer (possible, but not probable - it's unlikely for rates to move significantly below long-term average when supply-chain is still an issue); and 3) a new cycle is many years away (i.e., not 1-2-3). Even if I assign probabilities of 30%, 40%, and 50% (more generous than we believe they truly deserve) to each of the above scenarios, respectively, the combined probability (for them all to happen, at the same time) would be only 6% = 30%X40%X50%; let's make it a 10% probability for the sake of being (even more) conservative. Selling a stock with a "doomsday" multiple of 5.3x and a dividend yield of 9.5% for something that has a 10% probability? That's plain dumb. KEN As for Kenon, there are four important points we wish to make: 1) Indeed, there's a high correlation between KEN and ZIM, and so it's very much true that KEN goes where ZIM goes. YCharts Nevertheless, if you look at the three main parts that make the valuation of KEN - ZIM, OPC Energy ("OPC"; more details hereinafter) and cash - ZIM accounts for less than 1/4 (see below chart). How come? KEN has reduced its holding percentage in ZIM this year. OPC is way more significant for KEN than ZIM (and OPC is performing way better than ZIM this year). KEN keeps a lot of cash in its balance sheet (thanks to the dividends from ZIM) and it's unclear yet what they'll do with it (dividends to investors or a new big investment/holding?). In more simple words, the impact of ZIM on KEN is smaller than it was, and surely smaller than many people assume. Kenon today is more an energy play than a containership play! 2) Based on a "Sum of the Parts" ("SOTP") analysis, the discount to the company's holdings is now approaching the 30% mark, which historically marks a buying opportunity. The below chart was prepared by @DerekCheung (who is updating the chart periodically) and can be viewed through his dashboard. Derek Cheung 3) Technically speaking, KEN is now trading right at its (first, green) support line. If this first line of defense breaks down, the next one is the red line at the low 30s. This isn't a big downside, compared to the upside potential if and when things stabilized. YCharts, Author 4) The most important point to make about KEN is its holding in OPC. First and foremost, you can see how strong this holding is by looking at the below chart which is the complete opposite to ZIM's chart. Yahoo, Author Even more important than that, the prospects for the company's growth and earnings are very bright. The OPC subsidiary announced last week that it will build a natural gas power plant designed to capture climate-changing carbon in West Virginia. Here are a couple of points mentioned by Giora Almogy, CEO of OPC, in an interview that he gave (in Hebrew) this week: "We will double our production capacity in Israel next year." The Inflation Reduction Act of 2022 "gives us certainty for 10 years. We will receive $85 in cash for every ton of carbon dioxide that will be buried in the ground." "The third quarter is usually stronger because of the electricity consumption in the summer. The electricity tariff in Israel has increased by 13% and in addition to that the gas prices in recent months, at least in the US, are very high and they greatly affect our results there. As electricity and gas prices rise, we can ultimately earn more." Valuation & Risks When we refer to the valuation of ZIM and KEN, it's crucial to keep in mind that both companies (especially ZIM) are distributing a lot of their free cash flows as dividends to shareholders. As such, the price targets for these companies must be adjusted for the big sums that they're distributing.Seeking Alpha • Jul 05
Kenon Holdings: Even Considering New Electric Vehicles, I See Risks
Kenon Holdings holds interests in a power generation company called OPC Energy, a massive stake of 21% in ZIM Integrated Shipping Services Ltd. I am not afraid of the company’s total amount of debt because Kenon holds large stakes in public entities. With many analysts claiming that a recession could happen, Kenon could suffer from work stoppages, labor disruptions, and other types of disruptions. Kenon Holdings Ltd. (KEN) invested in growing business models like the electric vehicle in China and new power plants. I believe that KEN will likely report sales growth in the long term. With that, with respect to the valuation of the company, I believe that the shares are not cheap. Without taking into account the new capital reduction, work stoppages or labor disruptions could send the stock down to $27.1 per share. Yes, I see some risks at the current price mark. Kenon: Investing In The Electric Vehicle In China And New Power Plants Kenon Holdings holds interests in a power generation company called OPC Energy, a massive stake of 21% in ZIM Integrated Shipping Services Ltd. (ZIM), and 12% stake in Qoros, a China-based automotive company. I believe that the investments made by Kenon offer a well diversified exposition to both traditional businesses and growing companies. The position in ZIM, a large carrier in the shipping industry, will likely be more valuable if international trade continues to grow as expected. Company’s Website Kenon Holdings will also profit significantly from the expansion of the electric vehicle and hybrid concepts in China. Keep in mind that Qoros has already delivered several designs and expects to offer new energy vehicles, and enter new markets: In addition, Qoros 2 SUV Plug-in Hybrid Concept Car, Qoros 5 SUV Q·LECTRIQ, Qoros 3 Q · LECTRIQ Pure Electric Concept, the world's first running QamFree engine engineering test vehicle, MILE I, MILE II, MILESTONE, etc. have also been ceremoniously unveiled. In the future, Qoros Automotive will further enrich its product line, including new energy vehicles or entering new market segments, so as to continuously present its unique product and brand advantages to consumers. Source: qorosauto.com Besides, with the oil and electric prices already going up, I believe that Kenon is an interesting business. Keep in mind that management is taking large positions in power plants running conventional energy and renewable energy. Very recently, management reported an additional acquisition agreement to buy a combined-cycle power plant in Israel. In my view, with new announcements about investments in power plants, the demand for the stock will likely increase. Kenon Holdings Ltd.’s subsidiary OPC Energy Ltd. announced today that OPC, through a subsidiary, has entered into a purchase agreement with Dor Alon Energy in Israel (1988) Ltd. and Dor Alon Gas Power Plants Limited Partnership for the purchase of a partnership which owns a combined-cycle power plant powered by conventional energy with installed capacity of 75 MW located in the Kiryat Gat area, which began commercial operation in November 2019. The consideration for the purchase is NIS 535 million, subject to adjustments for cash balances and working capital. Source: marketscreener.com Balance Sheet: Debt May Not Be An Issue Because Of The Position In ZIM Integrated Shipping As of March 31, 2022, Kenon Holdings reports $714 million in cash and investments in ZIM and OPC worth more than $1.5 billion. The asset/liability ratio is also close to 3x. So, I believe that management has a beneficial financial position to make further investments. 10-Q Long-term loans include $630 million, and debentures are worth $562 million. The net debt stands at approximately $478 million, which is more than 4x-5x my 2028 EBITDA assumption. With that, I am not afraid of the company’s total amount of debt. Kenon Holdings holds large stakes in public entities. If management decides to reduce its debt, it will likely find buyers to sell shares. 10-Q Kenon Signed Several Agreements Which Could Serve As Catalysts For The Stock, But The Company Does Not Look Undervalued Currently with cash in hand, under my best case scenario, Kenon will continue to acquire power plants, and sign construction agreements. In particular, I would follow carefully the agreement signed with PW Power Systems LLC, which includes the payment of $300 million and acceptance tests by January 2023. If the milestones are achieved, more investors will likely have a look at Kenon: In September 2018, OPC Tzomet signed a planning, procurement and construction agreement (hereinafter – “the Agreement”) with PW Power Systems LLC (hereinafter – “Tzomet Construction Contractor” or “PWPS”), for construction of the Tzomet project. The Agreement is a “lump‑sum turnkey” agreement wherein the Tzomet Construction Contractor committed to construct the Tzomet project in accordance with the technical and engineering specifications determined and includes various undertakings of the contractor. In OPC Tzomet’s estimation, based on the work specifications, the aggregate consideration that will be paid in the framework of the Agreement is about $300 million, and it will be paid based on the milestones provided. Pursuant to the Agreement, the Tzomet Construction Contractor undertook to complete the construction work of the Tzomet project, including the acceptance tests by January 2023. Source: 20-F Besides, in the best case scenario, I would expect more information about the Karish Reservoir soon. Keep in mind that the first gas was expected in the middle of 2022: In November 2021, Energean sent OPC Rotem and OPC Hadera an update notification whereby due to their claimed force majeure event, the first gas from the Karish Reservoir is expected in the middle of 2022. Source: 20-F The global electric power generation market is expected to grow at close to 7%-8% until 2026. I developed a model to understand the valuation of Kenon’s stake in OPC, so I used sales growth close to 7%: The global electric power generation, transmission, and distribution market is expected to grow from $4,091.77 billion in 2021 to $4,433.15 billion in 2022 at a compound annual growth rate of 8.3%. The market is expected to reach $5,932.43 billion in 2026 at a CAGR of 7.6%. Source: Global Electric Power Generation, TransmissionSeeking Alpha • Dec 31
The Kenon Holdings Tail Wagging The ZIM Integrated Shipping Services Dog
Nearly four months have gone by since we wrote that "Kenon Holdings is more than just an option on ZIM Integrated Shipping Services." As a matter of fact, someone who would look at KEN vs ZIM over that period could think that it's KEN that leads ZIM, not the other way round. In this article, we revisit the factors that affect these two, strongly correlated, stocks, and re-examine the forces that are currently in play. The bottom line hasn't changed, but those who thought that there's no reason to hold KEN might need to reconsider that stance.Seeking Alpha • Sep 05
Kenon Holdings Is More Than Just An Option On ZIM Integrated Shipping Services
Following the sale of Qoros Auto Co., Kenon Holdings has two main holdings: ZIM Integrated Shipping Services Ltd, a containership liner, and OPC Energy Ltd, a green energy producer. If only allowed one name between ZIM and KEN, most investors, including yours truly, would pick the former. ZIM is hitting on all cylinders and containership rates seem like they have no ceiling. Nonetheless, the current booming cycle won't last forever. Although OPC looks as if it's the 'weaker hand' among Kenon's two largest holdings, this company is likely to add significant value over the coming years. All three stocks are a 'BUY' in our book, but even with ZIM currently being the 'go-to-guy' we wouldn't dismiss KEN too quickly. The parent company has merits, especially over the long-run.Ödemelerde İstikrar ve Büyüme
Temettü verilerini getirme
İstikrarlı Temettü: KEN 10 yıldan az bir süredir temettü ödüyor ve bu süre zarfında ödemeler dalgalı oldu.
Büyüyen Temettü: KEN şirketinin temettü ödemeleri artmış, ancak şirket yalnızca 7 yıldır temettü ödemiştir.
Piyasaya Karşı Temettü Getirisi
| Kenon Holdings Piyasaya Karşı Temettü Getirisi |
|---|
| Segment | Temettü Verimi |
|---|---|
| Şirket (KEN) | 4.5% |
| Pazarın Alt %25'i (US) | 1.4% |
| Pazarın En İyi %25'i (US) | 4.2% |
| Sektör Ortalaması (Renewable Energy) | 1.9% |
| Analist tahmini (KEN) (3 yıla kadar) | n/a |
Önemli Temettü: KEN 'in temettüsü ( 4.53% ), US piyasasındaki temettü ödeyenlerin en alttaki %25'inden ( 1.41% ) daha yüksektir.
Yüksek Temettü: KEN 'in temettüsü ( 4.53% ) US pazarındaki temettü ödeyenlerin en üst %25'indedir ( 4.24% )
Hissedarlara Ödenen Kazanç
Kazanç Kapsamı: Yüksek ödeme oranı ( 302.9% ) nedeniyle KEN 'un temettü ödemeleri kazançlar tarafından yeterince karşılanmıyor.
Hissedarlara Nakit Ödeme
Nakit Akışı Kapsamı: Yüksek nakit ödeme oranı ( 119.9% ) nedeniyle, KEN 'un temettü ödemeleri nakit akışları tarafından yeterince karşılanmıyor.
Güçlü temettü ödeyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/22 21:17 |
| Gün Sonu Hisse Fiyatı | 2026/05/22 00:00 |
| Kazançlar | 2025/12/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Kenon Holdings Ltd. 1 Bu analistlerden 0, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Jonathan Arnold | Deutsche Bank |