News sentiment analysis powered by sentiment-insight.com
An Intrinsic Calculation For Severfield plc (LON:SFR) Suggests It's 38% Undervalued
Severfield plc (LON:SFR) is estimated to be 38% overvalued based on current share price of UK£0.65. The UK£1.11 analyst price target for SFR is 136% more than our estimate of fair value. We will take advantage of the Discounted Cash Flow (DCF) model for this purpose.
French telecom group Altice is on a precipice Patrick Drahi may be playing down Altice's colossal debt, but inflation and rising interest rates are forcing him to take on more debt. The company is teetering on the brink. His business partner's arrest in July, SFR's stagnation and this financial risk may push it over the edge.
Boy Soldiers: Hamas resorts to 'training children to defend Gaza' as thousands of Israeli troops... South First Responders (SFR) shared photos and videos of the alleged training on Telegram. Footage was reportedly captured on body-worn cameras that were taken from terrorists' corpses. SFR said the footage is evidence of the 'cynical indoctrination of Palestinian children' in what they described as'military-style training camps'
Investing in Severfield (LON:SFR) a year ago would have delivered you a 31% gain The share price of Severfield plc (LON:SFR) has fallen 13% in the last quarter. The share price gain of 24% did not keep pace with the earnings-per-share growth of 38%. Severfield shareholders have received a total shareholder return of 31% over the last year, including the dividend.
Iliad posts profit growth against tough telecom sector... French telecom provider Iliad reported a more than 4% rise in half-year core profit. Performance makes it an outlier among industry peers, after French rivals Orange and SFR recorded weaker earnings growth.
Severfield (LON:SFR) Hasn't Managed To Accelerate Its Returns Severfield (LON:SFR) has an ROCE of 12%. That's a relatively normal return on capital, and it's around the 11% generated by the Construction industry. The company has consistently earned 12% for the last five years, and the capital employed within the business has risen 36% in that time. The main thing to remember is that Severfield has proven its ability to continually reinvest at respectable rates of return.
Severfield's (LON:SFR) Shareholders Will Receive A Bigger Dividend Than Last Year The board of Severfield plc (LON:SFR) has announced that it will be increasing its dividend by 11% on the 13th of October to £0.021. This will take the dividend yield to an attractive 4.9%. The company's dividend history has been marked by instability, with at least one cut in the last 10 years. However, Severfield has only grown its earnings per share at 2.8% per annum over the past five years.
Altice France plays down impact of corruption case on its business Patrick Drahi, owner of the telecoms and media group, said the potential damage was limited. His priority now is to reduce SFR's debt. With 23.8 billion euros in net debt, Altice France cannot afford to lose the confidence of creditors.
Patrick Drahi, the telco tycoon facing debt woes,... Patrick Drahi, 59, controls France's second-biggest telecoms firm SFR on top of the most-watched news channel in the country, BFM TV. In 2001, he created Altice, an Amsterdam-based holding company, and started buying up cable companies in France, Belgium and Portugal through a series of debt-fuelled deals.
Patrick Drahi's empire weakened by partner's downfall Patrick Drahi is the founder of Altice, the company that owns French telecoms operator SFR and media group BFM-TV. The arrest of his business partner Armando Pereira in Portugal on July 13 is shaking his empire's foundations. Since July 13, the value of bonds issued by the group's various companies has been under pressure on the financial markets.
Severfield (LON:SFR) Has Announced That It Will Be Increasing Its Dividend To £0.021 Severfield plc (LON:SFR) will increase its dividend on the 13th of October to £0.021. This takes the dividend yield to 4.6%, which shareholders will be pleased with. The company has been paying a dividend for a long time, but it has cut the dividend at least once in the last 10 years.
Severfield plc's (LON:SFR) Stock On An Uptrend: Could Fundamentals Be Driving The Momentum? Severfield (LON:SFR) has had a great run on the share market with its stock up by a significant 13% over the last three months. In this article, we focus on Severfield's ROE, which is how efficiently the company turns shareholder investments into profits. The company does have a high ROE but its earnings growth number is quite disappointing.
Despite the downward trend in earnings at Sandfire Resources (ASX:SFR) the stock climbs 4.3%, bringing three-year gains to 59% Sandfire Resources Limited (ASX:SFR) share price is up 34% in the last three years, clearly besting the market return of around 23% (not including dividends). On the other hand, the returns haven't been quite so good recently, with shareholders up just 28%, including dividends. On the back of a solid 7-day performance, let's check what role the company's fundamentals have played in driving long term shareholder returns.
Severfield plc (LON:SFR) Shares Could Be 49% Below Their Intrinsic Value Estimate Severfield plc is potentially 49% undervalued. The UK£1.07 analyst price target for SFR is 24% less than our estimate of fair value. Be aware that Severfield is showing 1 warning sign in our investment analysis.
As Sandfire Resources Limited (ASX:SFR) hits AU$2.6b market cap, insiders may be dismayed about not purchasing higher quantities Sandfire Resources Limited (ASX:SFR) insiders purchased shares in the last 12 months. The shares increased by 3.4% last week, resulting in a AU$84m increase in the company's market worth. The biggest insider purchase was for AU$100k worth of shares at a price of AU$5.27 each. It doesn't tell us much about how insiders feel about the current share price. You can see a visual depiction of insider transactions (by companies and individuals) over the last year.
Severfield plc's (LON:SFR) Stock Is Going Strong: Have Financials A Role To Play? Severfield's (LON:SFR) stock is up by a considerable 22% over the past three months. We wonder if and what role the company's financials play in that price change. Particularly, we will be paying attention to Severfield's ROE.
Sign Up
