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AUSGROUP: 1H09 revenue up 28.8% to reach A$260.5 m
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radiantforce
Member |
09-Nov-2012 17:18
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back in this. stomach the brokerage fee | ||
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ace333
Supreme |
09-Nov-2012 16:49
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now waiting for matching | ||
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krisluke
Supreme |
09-Nov-2012 16:20
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AusGrp: Strong set of results. 1Q13 net profit doubled YoY. AusGroup reported a very strong 1Q13 bottomline of A$6.3m, up 101% YoY. Note that the first quarter tends to be the weakest – 1Q11 and 1Q12 each contributed 16.2% and 13.5% of their respective full-year profits. Revenue was up 26%, with stronger Major Projects andFabrication segments contributing to the increase. Gross margin is up to 14.0% from 12.4% in 1Q12. The EBITDA margin is up to 8.1%from 3.6% in 1Q12, with improvements in Fabrication and Integrated Services segments. DMG expect Major Projects to deliver better margins in coming quarters.This has flowed to the bottom line – net margin was 4.1% against 2.5% in the comparable qtr. DMG note that AusGroup has met house expectations in achieving both topline growth and margin improvements, leading to a massive jump in profits. House forecasts are unchanged and continue to expect a bottom line of A$31.4m, up 35% from FY12 record profits of A$23.3m. AusGroup is trading at extremely depressed valuations – FY13F P/E of 5.8x, P/B of 0.9x, and EV/EBITDA is a mere 2.4x. This is a company that is returning 20.5% ROIC and 17.5% ROEthis yr – such poor valuations are undeserved. House continue to value AusGroup at 9x FY13F EPS for a target price of $0.755, backed by aDCF-value of $1.14 at 11.5% WACC. Investors should ignore the recent share price volatility and focus on the fundamentals – batten the hatches and double down! |
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ace333
Supreme |
09-Nov-2012 16:16
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saw the sellers i tot hosay but alas this stk so resilient. looks like i will cover my shorts at .485 (lose brokerage) or .48 and win some kopi money | ||
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bbwolf82
Member |
09-Nov-2012 16:05
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Go where? =)
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raykee
Senior |
09-Nov-2012 15:33
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Huh? Go? Like same leh
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ace333
Supreme |
09-Nov-2012 14:42
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ah finally...here we go? | ||
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ace333
Supreme |
09-Nov-2012 14:04
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after lunch HSI dropping this still not dropping | ||
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ace333
Supreme |
09-Nov-2012 13:38
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morning dmg already chut report tgt .77 but also bo lasa. tat y i tink factored in | ||
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s100125
Senior |
09-Nov-2012 13:34
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Today is Friday , normal for the market to be quiet as everyone going for a nice long weekend. Come Monday , watch out for BBs and shares buy back that will come into play when securities house upgrade the share value. Good luck and enjoy the weekend. |
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ace333
Supreme |
09-Nov-2012 12:34
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lunch time no BBs....19lots can become BB le | ||
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ace333
Supreme |
09-Nov-2012 12:28
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lol....485 slow distrubution....cant past .49 then u suddenly say .495 done | ||
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halleluyah
Elite |
09-Nov-2012 12:27
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Sori bro typo mistake. reaching 0.49 only
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ace333
Supreme |
09-Nov-2012 12:25
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you | ||
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ace333
Supreme |
09-Nov-2012 12:22
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i sure .495 got done bo? | ||
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halleluyah
Elite |
09-Nov-2012 12:16
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Half a day past. 0.495 only 37,000 done.
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ace333
Supreme |
09-Nov-2012 12:10
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good results also factored in...no more short term catalyst. stop loss .495 | ||
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ace333
Supreme |
09-Nov-2012 12:06
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since all take profit liao and fisherman want to catch long then my turn to short some .485 | ||
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halleluyah
Elite |
09-Nov-2012 12:05
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I think seow BBs is going to collect at 0.485 thru out the day just like yesterday stuck at 0.475.
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bbwolf82
Member |
09-Nov-2012 11:50
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Dun know. But I jump boat liao.. Bought at 0.475 yesterday and just sold at 0.485. Profit for kopi money..
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