I really think chances for A2M to beat 220m in NPAT are very little, as there is 30m+ extra market spending in the 2H FY18, although 2H revenue could be higher than 1H's by 10%+ or so. The NPAT I'm expecting is 195m - 200m.
That being said I think PE of 30-35 is a bit too low if A2M "just meet" their forecast, given the potential EPS growth in FY19, which I'm expecting at 50%, and for this to happen the revenue probably needs 35% - 40% up. Not an exceptionally high target at all.
when consdering PEG, I would tend to believe SP will go flat from here, if A2M's results are in compliance with their 900M - 920M forcast, keeping PE at 40+.
Chart Update, page-914
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Last
$5.28 |
Change
0.090(1.73%) |
Mkt cap ! $3.822B | |||
| Open | High | Low | Value | Volume |
| $5.23 | $5.29 | $5.14 | $18.87M | 3.614M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 12652 | $5.27 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $5.29 | 3513 | 1 |
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| Last trade - 16.10pm 08/11/2024 (20 minute delay) ? |
| A2M (ASX) Chart |