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5.92%

$28.46 domino's pizza enterprises limited

They should relocate to Japan and close off ANZ.

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Mrpaul222

919 Posts.

88

02/08/24

14:00

Post #: 75045574
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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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They should relocate to Japan and close off ANZ.

DMP Price at posting: $30.62 Sentiment: Sell Disclosure: Not Held
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(20min delay)
Last $28.46		Change -1.790(5.92%)		Mkt cap ! $2.631B

Open	High	Low	Value	Volume
$30.28	$30.48	$28.46	$24.65M	850.1K

Buyers (Bids)

No.	Vol.	Price($)
1	513	$28.46

Sellers (Offers)

Price($)	Vol.	No.
$28.60	1000	1

View Market Depth

No.	Vol.	Price($)
1	513	28.460
2	2427	28.450
2	4819	28.420
1	1001	28.410
6	295	28.400

Price($)	Vol.	No.
28.600	1000	1
28.680	800	2
28.740	4717	1
28.770	1198	1
28.790	626	1

Last trade - 16.10pm 14/11/2024 (20 minute delay)

DMP (ASX) Chart