Van beleggers
voor beleggers
desktop iconMarkt Monitor
  • Word abonnee
  • Inloggen

    Inloggen

    • Geen account? Registreren

    Wachtwoord vergeten?

Ontvang nu dagelijks onze kooptips!

word abonnee

Aandeel PostNL Koninklijke AEX:PNL.NL, NL0009739416

  • 1,225 22 apr 2024 17:35
  • 0,000 (0,00%) Dagrange 1,220 - 1,238
  • 810.436 Gem. (3M) 2,2M

PostNL Mei 2021 Q1-DIV.betaling

3.802 Posts
Pagina: «« 1 ... 51 52 53 54 55 ... 191 »» | Laatste | Omlaag ↓
  1. forum rang 5 Marco1962 10 mei 2021 00:02
    quote:

    Schipper schreef op 9 mei 2021 17:18:

    [...]

    Helemaal gelijk. Je laat alleen verdere stijging aan je neus voorbij gaan denk ik. Maar als je het geld nu nodig hebt, dan snap ik het.
    Ik denk niet dat er nog veel rek in zit. Maar ja ik kan mij vergissen natuurlijk.
    Naast Shell, Unilever VWRL en wat losse rommel ga ik vol in goud.
  2. forum rang 4 Cedar 10 mei 2021 05:48
    quote:

    Marco1962 schreef op 10 mei 2021 00:02:

    [...]

    Ik denk niet dat er nog veel rek in zit. Maar ja ik kan mij vergissen natuurlijk.
    Naast Shell, Unilever VWRL en wat losse rommel ga ik vol in goud.
    met goud zou je nooit fout kunnen,
    ben laatste 20 jaar fan geweest van goud en vind het nog steeds een mooie hoeksteen, ik ben in 2020 grotendeels echter gewisseld naar de major cryptos, in vergelijk met goud is het rendement giga en ik voorzie de komende 10 jaar een enorme bull run (met ook giga dalen dus op tijd eruit, wachten en dan weer inslaan), meeste traditionele investeerders vinden het maar niks en ver van het bed, maar ik ben ervan overtuigd dat het financiele landschap er over 5-10jaar heel anders uit gaat zien,

    en op je eerste opmerking terug te komen: er zit nog veel rek in Postnl, mooi dividend de komende jaren en bij bestendig beleid zullen grotere fondsen dit ook weer gaan opnemen (en vasthouden), het dividend rendement zal wel zakken dan omdat de koers harder op gaat lopen dan het dividend de komende 4 jaar.
  3. [verwijderd] 10 mei 2021 06:50
    Adj. net debt was per 31-12-2020 EUR407mln. Ben benieuwd waar we een kwartaal later op staan....

    EBIT 2021 Outlook minstens 250mln. DA schat ik conservatief in op EUR145mln. Minstens 29 cent dividend is het streven.

    Ben benieuwd naar de cijfers, thuiswerken is m.i. online bestellen, kantoren zijn nog wel tot de zomer gesloten...
  4. forum rang 5 Beertje 10 mei 2021 06:52
    quote:

    Makita schreef op 10 mei 2021 06:50:

    Adj. net debt was per 31-12-2020 EUR407mln. Ben benieuwd waar we een kwartaal later op staan....

    EBIT 2021 Outlook minstens 250mln. DA schat ik conservatief in op EUR145mln. Minstens 29 cent dividend is het streven.

    Ben benieuwd naar de cijfers, thuiswerken is m.i. online bestellen, kantoren zijn nog wel tot de zomer gesloten...
    Ja we moeten wachten tot 8 uur...dan zal PNL wel met cijfers zijn gekomen, heel veel succes allen.!!
  5. Balimoney 10 mei 2021 07:06
    Press release
    The Hague, the Netherlands, 10 May 2021
    PostNL Q1 2021 Results | Page 1
    Strong earnings performance continues with normalised EBIT at €130
    million and free cash flow of €159 million in Q1 2021
    Outlook FY 2021 normalised EBIT at least €250 million, free cash flow above €225 million
    Financial highlights
    Highlights Q1 2021
    • Strong operational performance at Parcels continued with 108 million parcels delivered (+61.6%), partly nonrecurring due to lockdown
    • Strong result at Mail in the Netherlands partly based on non-recurring mail items relating to Covid-19 and
    favourable development in price/mix
    CEO statement
    Herna Verhagen, CEO of PostNL, said: “We had a very good start of the year and continued the momentum that we’ve
    seen since the second quarter of last year. These results have been achieved thanks to strong teamwork and good
    cooperation between the businesses. The health and safety of our people, customers and consumers remains our key
    priority.
    “Once again, we proved our collective resilience and flexibility during ongoing unprecedented circumstances. We
    delivered a record 108 million parcels in one quarter. Performance at Mail in the Netherlands was strong, although the
    underlying volume decline due to substitution continued. Normalised EBIT came in at €130 million. Taking into
    account the lockdown situation, and other Covid-19 effects, we assume around €42 million of this result is nonrecurring. The acceleration of our digital transformation, aimed at strengthening our competitive position by building
    on our platform, is progressing well, and we intend to further speed up our investments.
    “Based on the strong performance in the first quarter, we raised our outlook for 2021 on 26 April, with normalised EBIT
    now forecast to be at least €250 million and free cash flow to come in above €225 million. Going forward, visibility
    remains limited. The exact consequences of changes in the lockdown, such as the reopening of non-essential stores in
    the Netherlands as of 28 April, are difficult to predict.”
    Q1 2021 business performance
    Note: Normalised figures exclude one-offs in Q1 2021 (€(18) million) and in Q1 2020 (€17 million)
    * €42 million of the normalised EBIT is assumed to be non-recurring:
    • €35 million related to Covid-19 driven by volumes and additional costs (€17 million at Parcels and €18 million at
    Mail in the Netherlands)
    • €7 million extra impact related to Covid-19 at Spring and Logistics
  6. Balimoney 10 mei 2021 07:08
    Segment information Q1 2021
    Parcels: strong performance continued, normalised EBIT up €67m
    E-commerce growth has picked up significantly on the back of the step-up in the transition from offline to online since
    the outbreak of Covid-19 in mid-March 2020. The underlying strong growth trend in e-commerce is here to stay. Part
    of this growth also related to specific, non-recurring, consumer spending as a result of the pandemic.
    PostNL delivered 108 million parcels in Q1 2021 (Q1 2020: 67 million) of which approximately 26 million are assumed
    to be non-recurring and related to Covid-19. At 61.6%, volume growth was extremely strong and visible across all
    segments and products. Excluding the non-recurring impact, volume growth was around 23%.
    Revenue grew to €662 million (Q1 2020: €414 million), mainly driven by volume development. Spring, both in Asia and
    Europe, and Logistics saw rising revenues. Revenue growth was partially related to increasing internal revenue.
    Currently, around 70% of revenue at Spring is e-commerce related. At Logistics, revenue rose across all business lines.
    Normalised EBIT was up very substantially to €92 million (Q1 2020: €26 million), of which around €17 million is
    assumed to be non-recurring and driven by volumes and additional costs. Another €7 million, from Spring and
    Logistics, is also assumed to be non-recurring and related to Covid-19.
    The increase in normalised EBIT was mainly driven by the impact of €176 million from volume growth, partly offset by
    an expected negative price/mix effect of €4 million and volume-dependent costs that only increased by €106 million.
    Organic costs rose by €3 million. Other costs were up €21 million as improved efficiency was more than offset by the
    additional fees paid to retailers as an incentive to keep their stores open for parcel pickup. Finally, other results, which
    include Spring and Logistics, were up €26 million with ongoing strong performance driven by revenue growth and
    efficiency.
    Mail in the Netherlands: positive volume/price/mix development
    Addressed mail volumes increased by 5.6% in the quarter, mainly due to the impact from non-recurring items, for
    example voting by mail and invites for the vaccination programme, which account for a positive impact of 4.5%.
    Moreover, regular election mail contributed 3.8% and three additional working days had a positive impact of 3.4%.
    The underlying trend of volume decline continued with a substitution rate at around 6%.
    Revenue was up 18% to €466 million (Q1 2020: €395 million) on the back of the volume impact of €12 million.
    Price/mix effects accounted for a rise of €32 million, supported by a shift towards more single mail and e-commerce
    items, partly related to Covid-19. PostNL continued its moderate pricing policy. And finally, a small contribution from
    other revenue was visible.
    Performance was strong with normalised EBIT increasing to €59 million (Q1 2020: €5 million), of which around €18
    million is assumed to be non-recurring and related to Covid-19.
    The increase reflected the price/mix and total volume impact(a combined €44 million) partly offset by a €9 million
    rise in volume-related costs. Organic costs rose by €4 million. Other costs improved by €22 million, mainly driven by
    integration costs related to Sandd of €17 million in Q1 2020, cost savings and other, partly incidental, effects. Other
    results were up by €1 million.
    Acceleration of digital transformation
    PostNL is accelerating its digital transformation to support business performance and create value for stakeholders.
    We aim to strengthen our competitive position by further building on our platform and connecting customers,
    consumers and solutions through simple and smart digital journeys.
    PostNL expects to spend around €80 million in the acceleration of its digital transformation in the 2021-24 period,
    approximately 50% of this in capex and 50% in operating costs. Due to its current strong financial position, PostNL has
    decided to further speed up this process and now intends to spend around €25 million in 2021 (previous indication for
    2021: around €15 million).
    PostNL Other
    Revenue at PostNL Other amounted to €48 million (Q1 2020: €26 million). Normalised EBIT declined to €(21) million
    (Q1 2020: €(15) million), mainly as a result of higher pension expenses (an accounting impact only).
  7. forum rang 6 prinszicht 10 mei 2021 07:11
    [quote alias=Balimoney id=13423150 date=202105100706]
    Press release
    The Hague, the Netherlands, 10 May 2021
    PostNL Q1 2021 Results | Page 1
    Strong earnings performance continues with normalised EBIT at €130
    million and free cash flow of €159 million in Q1 2021
    Outlook FY 2021 normalised EBIT at least €250 million, free cash flow

    Das niet best.... maar 40 miljoen ebit per kwartaal de rest van het jaar... dus q4 wordt heel slecht.... riemen vast
  8. forum rang 6 Jestbread 10 mei 2021 07:16
    quote:

    prinszicht schreef op 10 mei 2021 07:11:

    [quote alias=Balimoney id=13423150 date=202105100706]
    Press release
    The Hague, the Netherlands, 10 May 2021
    PostNL Q1 2021 Results | Page 1
    Strong earnings performance continues with normalised EBIT at €130
    million and free cash flow of €159 million in Q1 2021
    Outlook FY 2021 normalised EBIT at least €250 million, free cash flow

    Das niet best.... maar 40 miljoen ebit per kwartaal de rest van het jaar... dus q4 wordt heel slecht.... riemen vast
    Dit is toch gewoon klassiek downplayen van PostNL?
  9. [verwijderd] 10 mei 2021 07:16
    quote:

    Makita schreef op 10 mei 2021 06:50:

    Adj. net debt was per 31-12-2020 EUR407mln. Ben benieuwd waar we een kwartaal later op staan....

    EBIT 2021 Outlook minstens 250mln. DA schat ik conservatief in op EUR145mln. Minstens 29 cent dividend is het streven.

    Ben benieuwd naar de cijfers, thuiswerken is m.i. online bestellen, kantoren zijn nog wel tot de zomer gesloten...
    Adjusted net debt gedaald van 407mln naar 224mln!

    Norm. comprehensive income at least 225mln in 2021. 75% hiervan met 510mln aandelen impliceert dan tenminste 33 cent dividend. (Tenminste hé, want ebit 2021 is nog steeds de veel te lage tenminste 250mln ebit ;-) )

    EV/EBITDA21 nu ~ 5,7x (ik reken met 300mln ebit, 145mln DA, 510mln aandelen en net debt van 224mln). Dikke onderwaardering nog steeds. 5+ kom maar op!

    Thuiswerken is online bestellen!

  10. forum rang 6 prinszicht 10 mei 2021 07:18
    quote:

    Jestbread schreef op 10 mei 2021 07:16:

    [...]Dit is toch gewoon klassiek downplayen van PostNL?
    Dat is wat ze je voorstellen. Ik heb het niet bedacht. Ik presenteer de cijfers niet. Q4 wordt dus heel slecht.... daar waar ik verwacht dat ze dit kwartaal wel 40 miljoen ebit doen. Met 50 procent Corona. Misschien wel iets meer. Maar dit mt komt niet verder dan 250 miljoen ebit. Hebben accountants en alles. Dus q4 wordt heel slecht
  11. forum rang 6 gpjf 10 mei 2021 07:21
    quote:

    prinszicht schreef op 10 mei 2021 07:18:

    [...]

    Dat is wat ze je voorstellen. Ik heb het niet bedacht. Ik presenteer de cijfers niet. Q4 wordt dus heel slecht.... daar waar ik verwacht dat ze dit kwartaal wel 40 miljoen ebit doen. Met 50 procent Corona. Misschien wel iets meer. Maar dit mt komt niet verder dan 250 miljoen ebit. Hebben accountants en alles. Dus q4 wordt heel slecht
    Hahahaha
3.802 Posts
Pagina: «« 1 ... 51 52 53 54 55 ... 191 »» | Laatste |Omhoog ↑

Meedoen aan de discussie?

Word nu gratis lid of log in met je emailadres en wachtwoord.

Direct naar Forum

Premium

Het is water naar de zee dragen: prognose PostNL valt vies tegen

Het laatste advies leest u als abonnee van IEX Premium

Inloggen Word Abonnee

Lees verder op het IEX netwerk Let op: Artikelen linken naar andere sites

Gesponsorde links