Hi guys, I'd like to get comments from you lot on Kogan's forecasts
I'm expecting 32.26% growth YoY to be revenue of $544.65 M
They've announced "Gross Margin has decreased as a result of competition from foreign websitesselling into Australia without GST, a general decline in the strength of the AUD,and other factors." so instead of last years 19.55% maybe it would be 15% ? (feedback here welcome).
Gross Margin of 15% would be inline with an EPS of $0.16 as per current analysts estimates.
What kind of P/E would you place on a company like Kogan and do you think -4% on gross margin factors in the competition and GST issues with their Global Brands division?
Acceptable valuation
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| Last trade - 16.10pm 07/05/2024 (20 minute delay) ? |
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