I invested in JLG more than 2 years ago on the same/similar investment thesis that Goldman Sachs has put in their analysis of today's results - basically a story of under promising and over-delivery / stellar performance.
A quick (<90minute!!) read of their report reveals:
"JLG has reported a strong 1H22 result: revenue was +13.5% ahead of our expectations, with the beat broad based across all segments. This translated into higher EBITDA, both from the higher revenue base as a well as stronger margins vs. our expectations; both contributing to a +16.9% beat on EBITDA. As expected, JLG has upgraded FY22 guidance by +11%; now expecting FY22 revenue/EBITDA of A$802.4mn/A$78.7mn"
Mr Market needs to read more
Ann: 1H22 Results Presentation, page-13
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Last
$5.70 |
Change
0.080(1.42%) |
Mkt cap ! $1.585B | |||
| Open | High | Low | Value | Volume |
| $5.65 | $5.76 | $5.63 | $4.632M | 811.2K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 286 | $5.70 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $5.71 | 4508 | 2 |
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| Last trade - 16.10pm 28/06/2024 (20 minute delay) ? |
| JLG (ASX) Chart |