DMP

9.24%

$29.56 domino's pizza enterprises limited

Ann: Business Update and FY25 Outlook, page-93

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rvajna

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01/08/24

20:07

Post #: 75034080
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Originally posted by Chella: ↑

DMP is serving specific market requirement of low price and appropriate quality. That market is always there in any economy.
In the investor presentation, DMP is expecting 3 to 6% same store revenue increase. If you assume store expansion is non existent for next two years, same store sales increase at 4% should provide $100m. If the DMP business expenses remain on same proportion as last 2 years on revenue, the $100m increase will absorb 65% variable increase in cost and providing $35m increase in bottom line improvement before tax. EPS increase around 25 cents per annum. At that rate $1.9 eps in 2026 Fy is very achievable even without Japan firing. Restructuring cost savings of $50m promised one year back is still to flow through.
What I am getting at is current SP is ridiculous low even after accepting Japanese market is going to be flat for some time. As much as $160 share price was based on DMP cracking Japanese market , current prices is based on DMP market collapsing. As we know ANZ, Germany , balance Europe markets are doing well, I am expecting share price to turn around with annual reporting period.

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I love this share market collapse. Bring it on.

DMP Price at posting: $32.57 Sentiment: Hold Disclosure: Held
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(20min delay)
Last $29.56		Change -3.010(9.24%)		Mkt cap ! $2.687B

Open	High	Low	Value	Volume
$31.87	$31.87	$29.41	$45.97M	1.521M

Buyers (Bids)

No.	Vol.	Price($)
2	622	$29.55

Sellers (Offers)

Price($)	Vol.	No.
$29.59	84	1

View Market Depth

No.	Vol.	Price($)
2	622	29.550
1	700	29.540
1	273	29.530
1	2	29.520
6	1093	29.500

Price($)	Vol.	No.
29.590	84	1
29.600	5000	1
29.630	4	1
29.650	299	1
29.710	776	2

Last trade - 16.10pm 02/08/2024 (20 minute delay)

DMP (ASX) Chart

Ann: Business Update and FY25 Outlook, page-93

Week 31 Wrap: JORC rules to get tougher; RBA rate hike chance 50/50; US Fed Sept cut still the quo

Westgold sets its sights on top five producer status through merger with Karora

Cost blow-out for Rook I uranium project sees share plummet for NexGen

Vmoto sales plummet -50% YoY as weak demand in Europe & China stifles EV scooter sales growth

Uranium prices on the NYMEX are stable, but ASX uranium stocks are sinking on Friday. The answer lies in Kazakhstan

Commodity house Trafigura funds Develop Global's copper-zinc Woodlawn play with offtake deal in place

Venture to sniff out high-grade REE targets at Jupiter project, WA

GreenX picks up prospective copper project in Germany

Is oil undervalued?

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Ann: Business Update and FY25 Outlook, page-93

Top Stories

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Westgold sets its sights on top five producer status through merger with Karora

Cost blow-out for Rook I uranium project sees share plummet for NexGen

Vmoto sales plummet -50% YoY as weak demand in Europe & China stifles EV scooter sales growth

Uranium prices on the NYMEX are stable, but ASX uranium stocks are sinking on Friday. The answer lies in Kazakhstan

Commodity house Trafigura funds Develop Global's copper-zinc Woodlawn play with offtake deal in place

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Is oil undervalued?

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Featured News

Buyers (Bids)

Sellers (Offers)

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