Sappi Limited

JSE:SAP Stok Raporu

Piyasa değeri: R6.7b

Sappi Yönetim

Yönetim kriter kontrolleri 4/4

Sappi CEO'su Steve Binnie, Jul2014 tarihinde atandı, in görev süresi 11.92 yıldır. in toplam yıllık tazminatı $ 1.21M olup, şirket hissesi ve opsiyonları dahil olmak üzere 51.6% maaş ve 48.4% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.1% ine doğrudan sahiptir ve bu hisseler ZAR 6.82M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 11.9 yıl ve 7.7 yıldır.

Anahtar bilgiler

Steve Binnie

İcra Kurulu Başkanı

US$1.2m

Toplam tazminat

CEO maaş yüzdesi51.62%
CEO görev süresi11.9yrs
CEO sahipliği0.1%
Yönetim ortalama görev süresi11.9yrs
Yönetim Kurulu ortalama görev süresi7.7yrs

Son yönetim güncellemeleri

Analiz Makalesi Jan 29

Sappi Limited's (JSE:SAP) CEO Might Not Expect Shareholders To Be So Generous This Year

Key Insights Sappi to hold its Annual General Meeting on 4th of February CEO Steve Binnie's total compensation includes...

Recent updates

Analiz Makalesi Jan 29

Sappi Limited's (JSE:SAP) CEO Might Not Expect Shareholders To Be So Generous This Year

Key Insights Sappi to hold its Annual General Meeting on 4th of February CEO Steve Binnie's total compensation includes...
Analiz Makalesi Jan 17

Many Still Looking Away From Sappi Limited (JSE:SAP)

Sappi Limited's ( JSE:SAP ) price-to-sales (or "P/S") ratio of 0.2x may look like a pretty appealing investment...
Anlatı Güncellemesi Dec 09

SAP: Joint Venture And Dividend Pause Will Improve Long-Term Profitability

Analysts have slightly reduced their price target for Sappi, trimming it by approximately $0.13 as they factor in somewhat slower expected revenue growth that is largely offset by modestly improved profit margin and valuation assumptions. What's in the News UPM and Sappi announced an intended graphic paper joint venture that would combine UPM Communication Papers with Sappi Europe’s graphic paper business, aiming to improve growth, margins, and capital efficiency while reducing direct exposure to declining European and North American graphic paper markets (Key Developments).
Analiz Makalesi Nov 21

Is Sappi (JSE:SAP) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Anlatı Güncellemesi Nov 03

SAP: Future Profit Margins Will Drive Positive Momentum In The Market

Analysts have adjusted their price target for Sappi downward from $39.80 to $38.77. They cite marginally lower fair value estimates based on slight changes in projected growth and profitability metrics.
Anlatı Güncellemesi Oct 20

Sustainable Packaging Trends Will Transform Future Markets

Analysts have lowered their price target for Sappi from $41.17 to $39.80. This reflects modest adjustments in the company's projected fair value and future profitability.
Analiz Makalesi Oct 07

Investors Give Sappi Limited (JSE:SAP) Shares A 29% Hiding

Sappi Limited ( JSE:SAP ) shareholders that were waiting for something to happen have been dealt a blow with a 29...
Anlatı Güncellemesi Oct 05

Sustainable Packaging Trends Will Transform Future Markets

Analysts have lowered their price target for Sappi from $42.69 to $41.17. They cite slightly softer revenue growth projections, although profit margins and discount rates are expected to remain stable.
Analiz Makalesi Aug 15

Shareholders Can Be Confident That Sappi's (JSE:SAP) Earnings Are High Quality

The subdued stock price reaction suggests that Sappi Limited's ( JSE:SAP ) strong earnings didn't offer any surprises...
Analiz Makalesi Aug 01

Cautious Investors Not Rewarding Sappi Limited's (JSE:SAP) Performance Completely

With a price-to-sales (or "P/S") ratio of 0.2x Sappi Limited ( JSE:SAP ) may be sending bullish signals at the moment...
Analiz Makalesi Jun 13

Is Sappi (JSE:SAP) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Analiz Makalesi May 07

Sappi (JSE:SAP) Is Doing The Right Things To Multiply Its Share Price

There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
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Yeni Anlatı Mar 14

Gratkorn And Somerset Projects Will Boost Production Capacity

Completion of significant projects and strong pulp demand are expected to enhance production capabilities and drive revenue growth.
Analiz Makalesi Mar 05

Sappi Limited (JSE:SAP) Investors Are Less Pessimistic Than Expected

With a median price-to-sales (or "P/S") ratio of close to 0.6x in the Forestry industry in South Africa, you could be...
Analiz Makalesi Feb 06

Sappi (JSE:SAP) Seems To Be Using A Lot Of Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analiz Makalesi Jan 09

Be Wary Of Sappi (JSE:SAP) And Its Returns On Capital

What underlying fundamental trends can indicate that a company might be in decline? When we see a declining return on...
Analiz Makalesi Nov 14

We Think That There Are More Issues For Sappi (JSE:SAP) Than Just Sluggish Earnings

Sappi Limited's ( JSE:SAP ) stock showed strength, with investors undeterred by its weak earnings report. We think that...
Analiz Makalesi Oct 15

Subdued Growth No Barrier To Sappi Limited's (JSE:SAP) Price

There wouldn't be many who think Sappi Limited's ( JSE:SAP ) price-to-sales (or "P/S") ratio of 0.3x is worth a mention...
Analiz Makalesi Sep 17

Sappi (JSE:SAP) Has Debt But No Earnings; Should You Worry?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analiz Makalesi Jun 27

Unpleasant Surprises Could Be In Store For Sappi Limited's (JSE:SAP) Shares

With a median price-to-sales (or "P/S") ratio of close to 0.6x in the Forestry industry in South Africa, you could be...
Analiz Makalesi May 23

Does Sappi (JSE:SAP) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analiz Makalesi Mar 12

Why We're Not Concerned About Sappi Limited's (JSE:SAP) Share Price

There wouldn't be many who think Sappi Limited's ( JSE:SAP ) price-to-sales (or "P/S") ratio of 0.3x is worth a mention...
Analiz Makalesi Feb 01

We Think Shareholders Are Less Likely To Approve A Large Pay Rise For Sappi Limited's (JSE:SAP) CEO For Now

Key Insights Sappi to hold its Annual General Meeting on 7th of February Salary of US$532.6k is part of CEO Steve...
Analiz Makalesi Dec 21

Sappi's (JSE:SAP) Shareholders Have More To Worry About Than Only Soft Earnings

The subdued market reaction suggests that Sappi Limited's ( JSE:SAP ) recent earnings didn't contain any surprises...

CEO Tazminat Analizi

Steve Binnie'un ücretlendirmesi Sappi'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Mar 31 2026n/an/a

-US$677m

Dec 31 2025n/an/a

-US$284m

Sep 30 2025US$1mUS$627k

-US$177m

Jun 30 2025n/an/a

US$96m

Mar 31 2025n/an/a

US$180m

Dec 31 2024n/an/a

US$229m

Sep 29 2024n/an/a

US$33m

Jun 30 2024n/an/a

-US$86m

Mar 31 2024n/an/a

-US$97m

Dec 31 2023n/an/a

-US$57m

Oct 01 2023n/an/a

US$259m

Jun 30 2023n/an/a

US$325m

Mar 31 2023n/an/a

US$484m

Dec 31 2022n/an/a

US$603m

Oct 02 2022n/an/a

US$536m

Jun 30 2022n/an/a

US$545m

Mar 31 2022n/an/a

US$364m

Dec 31 2021n/an/a

US$153m

Sep 26 2021n/an/a

US$13m

Jun 30 2021n/an/a

-US$110m

Mar 31 2021n/an/a

-US$201m

Dec 31 2020n/an/a

-US$176m

Sep 27 2020n/an/a

-US$135m

Jun 30 2020n/an/a

US$3m

Mar 31 2020n/an/a

US$84m

Dec 31 2019n/an/a

US$154m

Tazminat ve Piyasa: Steve 'ın toplam tazminatı ($USD 1.21M ) ZA pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 1.19M ).

Tazminat ve Kazançlar: Steve 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Steve Binnie (59 yo)

11.9yrs
Görev süresi
US$1,214,348
Tazminat

Mr. Stephen Robert Binnie, also known as Steve, B.Com, B Acc, CA(SA), MBA has been the Chief Executive Officer of Sappi Limited since July 1, 2014. Mr. Binnie served as the Chief Financial Officer at Sappi...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Stephen Binnie
CEO & Executive Director11.9yrsUS$1.21m0.10%
ZAR 6.8m
Glen Pearce
CFO & Executive Director11.9yrsUS$684.52k0.047%
ZAR 3.1m
Maarten van Hoven
Group Head of Strategy & Legal14.5yrsUS$353.89k0.046%
ZAR 3.1m
Fergus Conan Marupen
Group Head of Human Resources11.3yrsUS$357.37k0.027%
ZAR 1.8m
Alexander van Coller Thiel
Group Head of Strategic Projects1.5yrsUS$551.75kVeri yok
Louis Kruyshaar
Group Head of Manufacturing & Innovationno dataUS$367.26k0.015%
ZAR 1.0m
Mohamed Mansoor
Executive Vice President of Sappi Pulp34.8yrsUS$691.46k0.030%
ZAR 2.0m
Graeme Wild
CEO of Sappi Southern Africa1.5yrsUS$415.78k0.012%
ZAR 803.2k
Michael Haws
Chief Executive Officer of Sappi North America14.4yrsUS$721.13k0.038%
ZAR 2.5m
Marco Eikelenboom
Chief Executive Officer of Sappi Europe33.8yrsUS$1.10m0.018%
ZAR 1.2m
Marjorie Boles
Chief Information Officer8yrsVeri yokVeri yok
Tracy Wessels
Group Head of Investor Relations & Sustainability5.4yrsVeri yokVeri yok
11.9yrs
Ortalama Görev Süresi
58yo
Ortalama Yaş

Deneyimli Yönetim: SAP 'un yönetim ekibi deneyimli ve deneyimlidir ( 11.9 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Stephen Binnie
CEO & Executive Director13.8yrsUS$1.21m0.10%
ZAR 6.8m
Glen Pearce
CFO & Executive Director29yrsUS$684.52k0.047%
ZAR 3.1m
James Lopez
Independent Non-Executive Director7.3yrsUS$159.13kVeri yok
Robertus Johannes Antonius Renders
Independent Non Executive Director10.7yrsUS$172.95kVeri yok
Nkululeko Sowazi
Independent Chairman3.7yrsUS$148.53kVeri yok
Brian Beamish
Independent Non Executive Director7.3yrsUS$153.90kVeri yok
Eleni Istavridis
Independent Non-Executive Director3.7yrsUS$159.62kVeri yok
Michael Fallon
Lead Independent Director14.8yrsUS$174.38kVeri yok
Bonakele Mehlomakulu
Independent Non-Executive Director9.3yrsUS$67.93kVeri yok
Zola Malinga
Independent Non-Executive Director7.7yrsUS$79.32kVeri yok
Louis Leon Zeuner
Independent Non-Executive Director3.8yrsUS$75.57kVeri yok
7.7yrs
Ortalama Görev Süresi
64yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: SAP 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 7.7 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/13 06:14
Gün Sonu Hisse Fiyatı2026/06/12 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/09/30

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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

Sappi Limited 15 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Sean UngererArqaam Capital Research Offshore S.A.L.
Caroline LearmonthBarclays
Stephen AtkinsonBMO Capital Markets Equity Research