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$30.17 domino's pizza enterprises limited

In regards to your comments..... you be correct! Good analysis.

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skram1182

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01/08/24

20:39

Post #: 75034400
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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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In regards to your comments..... you be correct! Good analysis.

DMP Price at posting: $32.57 Sentiment: Buy Disclosure: Held
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(20min delay)
Last $30.17		Change -0.080(0.26%)		Mkt cap ! $2.795B

Open	High	Low	Value	Volume
$30.28	$30.48	$30.08	$1.618M	53.26K

Buyers (Bids)

No.	Vol.	Price($)
1	15	$30.15

Sellers (Offers)

Price($)	Vol.	No.
$30.17	129	6

View Market Depth

No.	Vol.	Price($)
5	534	30.130
3	178	30.120
8	391	30.110
5	374	30.100
4	422	30.090

Price($)	Vol.	No.
30.150	141	6
30.160	130	2
30.170	329	4
30.180	273	6
30.190	355	6

Last trade - 12.34pm 14/11/2024 (20 minute delay)

DMP (ASX) Chart