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VEON Ltd.

VEON Ltd.

NASDAQ•VEON
CEO: Mr. Augie K. Fabela II
セクター: Communication Services
業種: Telecommunications Services
上場日: 1996-11-15
VEON Ltd., a digital operator, provides connectivity and internet services to corporates and individuals in Pakistan, Ukraine, Kazakhstan, Uzbekistan, Bangladesh, and Kyrgyzstan. The company offers fixed-line broadband telecommunication services using fiber optic networks; mobile telecommunications services under prepaid and postpaid subscriptions, including value added and call completion, national and international roaming, wireless Internet access, mobile financial, and mobile bundle services; cross border transit, voice, and data services; mobile connectivity services on 2G, 3G and 4G/LTE networks; prepaid scratch cards and electronic recharge options; customer support through contact centers; and Internet-TV using fiber to the building technology. It also provides Simosa, MyKyivstar, and MyBeeline self-care applications; Kyivstar TV, Tamasha, BeeTV, Toffee, and Beeline TV video streaming platforms; BiP messenger app; Game Now gaming platform; Beeline Music for music streaming, as well as live audio streaming services; Jazz Cricket sports app; JazzCash and Simply financial services platforms that offers mobile wallets, payments, transfers, and digital lending services; BIMA tele-medicine and hospital insurance app; and Helsi digital data management platform for healthcare services. In addition, the company sells equipment, infrastructure, and accessories. It offers its products and services under the Kyivstar, Banglalink, Jazz, JazzCash, Beeline, Beeline Kyrgyzstan, IZI, and OQ brands. The company also distributes its products and services through direct sales force, distributors, third-party retailers, supermarkets, offices, stores, franchises, online, and other distribution channels. The company was formerly known as VimpelCom Ltd. and changed its name to VEON Ltd. in March 2017. VEON Ltd. was founded in 1992 and is headquartered in Amsterdam, the Netherlands.
連絡先情報
Claude Debussylaan 88, Amsterdam, 1082 MD, Netherlands
31-20-797-7200
www.veon.com
時価総額
$3.67B
PER (TTM)
5.7
12
配当利回り
--
52週高値
$64.00
52週安値
$34.55
52週レンジ
64%
順位63Top 94.0%
1.8
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 1.8 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q3 2025 データ

売上高

$1.12B+7.52%
直近4四半期の推移

EPS

-$1.91-164.75%
直近4四半期の推移

フリーCF

$323.00M+84.57%
直近4四半期の推移

2024 Annual 決算ハイライト

主なハイライト

Revenue and Profit Turnaround Total operating revenue reached US$4.00B, up 8.3% in USD terms; Operating profit increased 19.5% to US$1.11B.
Adjusted EBITDA Growth Total Adjusted EBITDA was US$1.69B, showing 9.8% growth in local currency terms, driven by Pakistan and Kazakhstan.
Ukraine Listing Progress Signed BCA to indirectly list Kyivstar on Nasdaq; reorganization steps completed paving way for expected Q3 2025 listing.
Asset Light Strategy Advances Completed sale of TNS+ in Kazakhstan for US$138M consideration; HQ successfully relocated to Dubai in December 2024.

リスク要因

Ukraine War Operational Impact Ongoing war severely impacts Ukraine business (23% of 2024 revenue) affecting liquidity, infrastructure, and financing access.
Potential Impairment Charges Risk of substantial impairment charges for Bangladesh CGU following recent political unrest and associated economic decline.
Foreign Currency Exchange Risk Significant exposure exists as most cash flows are in local currencies while substantial debt is denominated in USD.
Cybersecurity and Governance Risks Continual exposure to cyber-attacks; governance structure relies on Bermuda law, potentially affording less protection than US standards.

見通し

Digital Strategy Execution Focus remains on "digital operator 1440" model, expanding digital services like JazzCash (19.7M users) and MyBeeline.
Capital Expenditure Reconsideration Capital outlay is being reconsidered due to Ukraine war impacts, prioritizing maintenance over discretionary growth investments.
Shareholder Value Focus Completed first phase of US$100M share buyback program; US$8M spent by year-end 2024 to optimize shareholder value.
Asset Monetization Continuation Continue asset-light transition, including finalizing Pakistan tower infrastructure amalgamation with Engro Corp.

同業比較

売上高 (TTM)

América Móvil, S.A.B. de C.V.AMX
$48.23B
+13.8%
Telefónica, S.A.TEF
$42.23B
-5.7%
Telefônica Brasil S.A.VIV
$10.27B
+6.9%

粗利益率 (最新四半期)

VEON Ltd.VEON
88.1%
+2.0pp
PLDT Inc.PHI
87.5%
+0.1pp
Liberty Latin America Ltd.LILAK
77.7%
+10.3pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
AMX$71.86B16.817.1%41.9%
VIV$25.44B22.08.8%14.6%
TEF$21.49B-10.1-11.4%46.3%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
3.8%
緩やかな成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年3月16日
|
EPS:$1.79
|
売上高:$1.12B
財務レポート
財務データ
全年度

  • Form 20-F - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年4月25日|
    売上高: $4.00B+8.3%
    |
    EPS: $5.86+116.3%
    予想を上回る

  • Form 20-F - FY 2023

    会計期末: 2023年12月31日|提出日: 2024年10月17日|
    売上高: $3.70B-1.5%
    |
    EPS: $-35.93-1496.9%
    予想を下回る

  • Form 20-F - FY 2022

    会計期末: 2022年12月31日|提出日: 2023年7月24日|
    売上高: $3.76B-2.5%
    |
    EPS: $-2.25-123.4%
    予想を下回る

  • Form 20-F - FY 2021

    会計期末: 2021年12月31日|提出日: 2022年4月29日|
    売上高: $3.85B+10.6%
    |
    EPS: $9.61+292.7%
    予想通り

  • Form 20-F - FY 2020

    会計期末: 2020年12月31日|提出日: 2021年3月15日|
    売上高: $3.48B-56.8%
    |
    EPS: $-4.99-156.1%
    予想を下回る