HUM 3.53% 44.0¢ humm group limited

I buy that analysis.So Jun20 transaction $ is approx $250M.Take...

  1. 9,221 Posts.
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    I buy that analysis.
    So Jun20 transaction $ is approx $250M.
    Take $250M away for commercial leasing. To me that is a reasonable estimate considering the decline in H2 and COVID-19.
    - Big question is how $34.5M H1 NPAT became $60M for FY20. How did we lose $9M in NPAT? First thing that comes to mind is Cards. Likely to have halved, so there is around $8M, with another $3M in commercial leasing, with approx $2M added in BNPL.
    - so BNPL is likely to be worse than FY19 due to investment in this space

    Transaction $ are now projected to be $3B in FY21 based on Jun20, hence 20% growth, which is much slower than Its BNPL peers.

    However, BNPL $ growth is probably 50-100% YoY, making Humm the only profitable BNPL and the soundest BNPL investment on the ASX.
    Last edited by prosperity: 01/08/20
 
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