I have analyse Japanese operation 2019 vs 2024 resultes.. For 2024 I have extrapolated 2024 HY resultes. This will serve the purpose of this analysis.Revenue and EBITDA have increased over 70% but not EBIT. It is because of D&A increase out pacing everything else. This will be due to expansion and acquisition DMP carried out over the period in Asia. The return on assets at EBITDA level is lower by 4% from 2019 to 2024.
Asia/Japan 2024 HY 2024 FY 2024 vs 2019 2019 Rev 433 866 80% 482 EBITDA 62 124 70% 73 D&A 35 70 268% 19 EBIT 27 54 2% 53 Assers 1329 578 Liabilities 971 290 358 288 EBITDA/Assets 9% 13% EBIT/Assets 4% 9%
The positive news is the operational cash flow would have increased by $100m over the 5 years based on above numbers. Plenty of cash to redeploy to keep improving the business using advertising, promotions,loyalty programs, discounts etc in Japan. Most likely DMP has over paid for the business in Asia and rapid expansion after Covid did not help, but opportunity still there to improve.Top line growth is impressive for these kind of consumer facing business. We should see positive numbers flowing back in the business gradually as the total fast food industry is still expanding globally.
- Forums
- ASX - By Stock
- Ann: Change of Director's Interest Notice
I have analyse Japanese operation 2019 vs 2024 resultes.. For...
-
- There are more pages in this discussion • 10 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add DMP (ASX) to my watchlist
|
|||||
Last
$35.89 |
Change
-0.860(2.34%) |
Mkt cap ! $3.263B |
Open | High | Low | Value | Volume |
$36.87 | $36.98 | $35.89 | $39.82M | 1.104M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
7 | 3393 | $35.88 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$35.91 | 600 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
6 | 2931 | 35.880 |
1 | 1229 | 35.870 |
1 | 752 | 35.860 |
9 | 2445 | 35.850 |
3 | 668 | 35.840 |
Price($) | Vol. | No. |
---|---|---|
35.920 | 50000 | 1 |
35.930 | 2355 | 1 |
36.000 | 1000 | 1 |
36.100 | 1000 | 1 |
36.120 | 72 | 1 |
Last trade - 16.10pm 28/06/2024 (20 minute delay) ? |
Featured News
DMP (ASX) Chart |
The Watchlist
LU7
LITHIUM UNIVERSE LIMITED
Alex Hanly, CEO
Alex Hanly
CEO
SPONSORED BY The Market Online