Par Value: 2.50/-
Closing Price: 319.00
Total Shares Issued: 188542286.00
Market Capitalization: 60,144,989,234
Large media group inclusive of Daily Nation, Business Daily, East African and Nation Television.
H1 2013 Earnings through June 2013 versus June 2012
H1 Turnover 6.4281b versus 5.8441b +9.992%
H1 PBT 1.6169b versus 1.376b +17.507%
H1 PAT 1.1345b versus 0.9150b +23.989%
H1 EPS 6.02 versus 4.85 +24.123%
H1 Interim Dividend 2.50 versus 2.50 [Because of the Bonus Share Issue The Dividend Pay Out has been hiked +20%]
Cash at End of Period 4.2068b
Nation Media H1 2013 Investor Briefing Document
National Newspapers Division Circulation Revenue +6.00% Advertising Revenue +14% Operating Profit +15%
The East African Circulation Revenue +8% Advertising Revenue +5%
Business Daily Circulation Revenue +10% Advertising Revenue +12% Operating Profit +109%
Monitor Publications [Uganda] Revenue -1.00% Operating Profit -87%
Mwananchi Communications Circulation Revenue +6% Advertising Revenue +26% Operating Profit +51%
@NTVKenya Revenue +7.00% Operating Result +32%
QTV Advertising Revenue +363% Operating Result +78%
NTV Uganda Advertising Revenue +11% Operating Profit +39%
QFM Revenues +51% Operating Profit +702%
Nation Digital Online Advertising +51% Total Revenue +17% Operating Profit +36%
Nation Rwanda Revenue +170% Operating Result +49%
Linus Gitahi referenced the 4.2068b shilling Cash Pile as giving the Organisation maximum Flexibility re Potential M and A Activity.
Strong Results. Nation Media is full of ''complexity'' [Nation Chairman] and has depth and geographical reach. These were strong results and Linus Gitahi oozed confidence.
FY 2012 versus FY 2011
FY Revenue 12.3468b versus 11.2458b +9.79%
FY PBT 3.5046b versus 2.8103b +24.7055%
FY PAT 2.5103b versus 2.0068b +25.089%
FY EPS 15.9 versus 12.7 +25.196%
Final Dividend 7.50 [Interim Dividend 2.50] Total Dividend Pay Out 10.00 +25%
Bonus Share Issue 1 for every 5 Held
The Share Price has struck a Sequence of All Time Highs and is still headed higher.
These were muscular Earnings.
Linus Issued a whole Suite of new Initiatives through 2012 and spoke of consolidating Gains this Year.
The Media Real Estate has depth and Geographical Reach.
The Bonus Share will keep the Price underpinned.
@CKirubi @LGTWITS Jonathan Ciano at @NTVKenya Nation Media FY Earnings Twitpic
@LGTwits with his Hela Card before the FY Earnings Release @NTVKenya NMG Nation Media Twitpic
Swot Analysis 6 Months through June 2012 versus 6 Months through 2011
Turnover 5.8441b versus 5.148b +13.5217%
Profit Before Tax 1.376b versus 1.1154b +23.363%
Profit After Tax 915.1m versus 730.6m +25.253%
Earnings Per Share 5.82 versus 4.65 +25.161%
Interim Dividend 2.50 versus 1.50 last time +66.66%
Please see the Investor Briefing Presentation here
Circulation Revenue +13%
Advertising Revenue +9.00%
East African Circulation Revenue +28%
Talking about Rwanda Today
Business Daily Operating Profit +190%
NTV Uganda Operating Profit +777%
Nation Digital Revenues +54%
National Digital Operating Profit +116%
These were Strong Results I thought. They launched an International Card in conjunction with Diamond Trust Bank. Their Regional Businesses have gotten some Real Traction.
Swot Analysis 12 Months to Dec 2011 versus 12 Months to Dec 2010
Revenue 11.2458b versus 9.6025b +17.1%
Profit Before Tax 2.8103b versus 2.1466b +30.9%
Profit After Tax 2.0068b versus 1.5384b
Earnings per Share 12.7 versus 9.8
Final Dividend 6.50 Total Dividend 8.00
Linus Gitahi, the chief executive of the group, told an investor's briefing
that his company, which has a strategy to expand in the region, had
recorded growth across its business including its digital division.
Solid Results -
Swot Analysis 6 Months to June 2011 versus 6 months to June 2010
Turnover 5.148b versus 4.4687b +15.2%
Profit before Tax 1.1154b versus 0.8916b +25.1%
Profit after Tax 730.6m versus 558.1m +30.9%
EPS 4.65 versus 3.55 +31%
Interim Dividend 1.50 Unchanged
Nation Media Group LtdNet income for the six-month period rose to 747
million shillings ($8.2 million) as sales climbed 17 percent to 5.2 billion
shillings, Chief Executive Officer Linus Gitahi told reporters
today in the capital, Nairobi.A rising inflation rate, weakening local
currency, drought and high energy costs pose "considerable economic risks"
for the rest of this year, Gitahi said.
"We remain cautiously optimistic for the remainder of the year even as we
pursue new market opportunities," he said. Nation Media plans opena radio
station in Rwanda by the end of the year and start operations
in South Sudan, Gitani said, without giving a timeframe.
I think they have plenty of Valuable Media Real Estate and that there
remains plenty of good Momentum. The Growth Trajectory I think can be
maintained at this Run Rate for the next 18 months.
FY 2010 versus FY 2009 Results
Turnover 9.6025b versus 8.1898b +17.2495%
Profit Before Income Tax 2.1466b versus 1.6174b +32.71%
EPS 9.8 versus 7.00
Final Dividend 4.00
Special Dividend 2.50
Interim Dividend already Paid 1.50.