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
-
- There are more pages in this discussion • 24,453 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add A2M (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$6.23 |
Change
-0.090(1.42%) |
Mkt cap ! $4.510B | |||
| Open | High | Low | Value | Volume |
| $6.30 | $6.31 | $6.17 | $6.785M | 1.089M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 5458 | $6.23 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $6.24 | 13490 | 1 |
View Market Depth
| Last trade - 16.10pm 04/10/2024 (20 minute delay) ? |
| A2M (ASX) Chart |