Personally I do feel that CKF is fully valued at the current SP but as to whether you might be able to wait for a better entry point i'm not sure (the next catalyst would be the results released at the end of this month).
I can only give my own perspective on what I like about CKF for you:
- A growth oriented company in a conservative industry. I'm a pretty conservative investor but fast food is something I can easily understand and always holds up relatively well in economic downturns. I also think the growth is a little lower risk because they have the process of managing KFC outlet's down pat and there wouldn't be a great deal of difference in running a successful one in each state (e.g NSW compared to QLD).
- Management shareholdings: The founder is still on the board and holds around 6.5 percent of the company. The CEO also has a large shareholding so I think they are pretty aligned with the other shareholders
- Fully franked dividends with a good prospect of growing over time
- Additional growth platforms in Netherlands/Germany and Taco Bell (these are higher risk and hopefully higher reward but they haven't totally bet the company on them).
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Last
$7.42 |
Change
-0.020(0.27%) |
Mkt cap ! $874.6M | |||
| Open | High | Low | Value | Volume |
| $7.44 | $7.47 | $7.37 | $2.145M | 289.0K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 1386 | $7.41 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $7.46 | 1386 | 1 |
View Market Depth
| Last trade - 16.10pm 16/06/2025 (20 minute delay) ? |
| CKF (ASX) Chart |