LOV 3.63% $33.42 lovisa holdings limited

Ann: FY22 Full Year Results Presentation, page-85

  1. 5,923 Posts.
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    quite hammered but i believe its a bit oversold- the opportunity ahead is probably the best of all listed retailers (i.e. 10-15% long term store growth per annum, and SSS of atleast 3-5% per annum - net profit will be atleast 15% per annum for another 10 years)

    They key for growth is likely china as thats a 700+ store opportunity for China/HK alone. If you believe china, its significantly under priced. Without china is probably fair value.
    Last edited by cobrakai1984: 18/11/22
 
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