DSK 1.75% $1.17 dusk group limited

DSK chart, page-37

  1. AJ7
    15,924 Posts.
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    the company has made comment I think last H2 that business is cyclical, Strong in first H1 and weak in H2 which is understandable due to Christmas.

    I am also trying to understand the business and Covid growth to be neutralized. September quarter probably will be the flat growth PcP and then they can build on from Dec quarter onwards.

    IMO, SP will struggle till June next year looking at business nature, Covid growth, Macro & obviously the famous rates hike. May go under $1 under extreme volatility. Debt to equity is not a strong forte considering they pay heavy dividend.

    Book value is 39c & PE under 7, I think they will be taken over soon if SP will continue to struggle. WES could make a move.
 
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