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2.04%

$5.29 bapcor limited

Ann: H1 FY2022 Results Presentation, page-39

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JPGuru

4,660 Posts.

568

29/03/22

09:40

Post #: 60483276
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Originally posted by daicosisgod: ↑

BAP is undervalued. It grows its EPS each year by about 12% and has done so in a very steady manner ever since listing.

It is a highly defensive stock that has the ability to pass on cost increases. It has two main competitors in Repco (trade and retail) and SupaCheap (retail mainly). It also competes to a lesser degree with OEM manufacturers and their dealers and a range of very small players who have very little pricing power.

Most of BAP's inventory comes out of Asia either directly or through Australian distributors like GUD. For the last 18 months BAP has carried more inventory than normal in order to lessen the impact of supply chain constrictions.

The Asian expansion into Thailand will take time and the Tye Soon tie up will be a winner in the near future.

Not sure if we can reach $12 in 18 months but a steady march to $10 is more than likely and that would be a 57% increase on the current SP.

Cheers.....D

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wow ... day dreaming and then putting it on hotcopper...! how do you feel as you will get plenty of likes i guess ... from $6 to $10 then to $12 such a smooth trajectory ... well good luck ...

BAP Price at posting: $6.38 Sentiment: None Disclosure: Not Held
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(20min delay)
Last $5.29		Change -0.110(2.04%)		Mkt cap ! $1.795B

Open	High	Low	Value	Volume
$5.39	$5.40	$5.28	$2.911M	545.7K

Buyers (Bids)

No.	Vol.	Price($)
1	2504	$5.29

Sellers (Offers)

Price($)	Vol.	No.
$5.35	2776	2

View Market Depth

No.	Vol.	Price($)
1	2504	5.290
3	27928	5.280
1	1000	5.250
3	20000	5.180
1	4702	5.150

Price($)	Vol.	No.
5.350	2776	2
5.370	1000	1
5.400	8031	4
5.410	2195	2
5.420	100	1

Last trade - 16.10pm 02/10/2024 (20 minute delay)

BAP (ASX) Chart