DDR 0.58% $10.47 dicker data limited

Ann: H1 FY22 Market Update, page-10

  1. 3,589 Posts.
    lightbulb Created with Sketch. 478
    They're still flagging higher GM in 2H (after mentioning higher logistics costs). They've also mentioned integration for both Exeed and DAS are almost complete.

    I suspect finalising integration costs & price adjustments in those two business units will return GM to 9%.

    Given they flagged $90m NPAT (13c/qtr * 4 *173m shares) and they made $35.7m PAT in 1H (70% tax rate), they're basically flagging $54.3m for 2H.

    I agree, it looks demanding. But there's still a (narrow) path through increased revenues and reduced op costs.
    Last edited by Klogg: 25/07/22
 
watchlist Created with Sketch. Add DDR (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.