FDV frontier digital ventures limited

Ann: Appendix 4C - quarterly, page-4

  1. 306 Posts.
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    The meat in this result is that Zameen maintained stable revenue for the quarter, through a decline in the value of the Pakistani Rupee against the dollar and an apparent drop in listing numbers.

    https://hotcopper.com.au/data/attachments/1801/1801202-54636d74d4ca3f5668554ec087c34fac.jpg

    Fig. 1 - Zameen Quarterly Revenue - 100% Basis

    https://hotcopper.com.au/data/attachments/1801/1801199-7b058045f86139f6fecae8e0671baae9.jpg
    Fig. 2 - AUD / Pak. Rupee

    https://hotcopper.com.au/data/attachments/1801/1801204-3a754943c6729f267bdeb7a80145e51c.jpg
    Fig. 3 - Zameen Normalised Total Buy Listings - Karachi and Islamabad

    My personal favourite of the second-stringers, Infocasas, had a great quarter also. On a 100% basis it's about to overtake Encuentra24 as the second-largest holding by revenue - sadly we only own 31% of it. Propzy's also approaching $2m / quarter revenue (100%) and may have better up-side potential, given the size of the Philippines market.


    https://hotcopper.com.au/data/attachments/1801/1801207-f6cc5dcbee64e3db631581c86d3bb819.jpg
    Fig. 4 - Infocasas Quarterly Revenue - 100% Basis

    Last edited by hfrench: 01/11/19
 
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