The following table reflects the upcoming results (upgraded) of a small section of companies in which I'm interested.
Revenue1st Half 2019millions Revenue1st Half 2020millions % improvement Profit1st Half 2019 millions Profit1st Half 2020 millions % improvement 1 Accent Group $454 $484 6% $48 $68 42% 2 Bapcor $702 $877 20% $45 $67 49% 3 ARB $233 $284 18% $34 $70 106% 4 Shaver Group $108 $125 14% $9 $15 67% 5 Nick Scali $137 $21 $40 90%
I've applied a bit of imagination to achieve the numbers although no amount of imagination enabled me to estimate Nick Scali's revenue for the half. The "profit numbers" are the numbers offered in the updates so they vary between NPAT's, NPBT's and EBITDA's but are consistent comparisons within each entity.
The consistent anomaly of course lies with the way that profit % improvements were greater than revenue % improvements in each case. I can only assume that online enhancements, property cost lenience and Government support enabled these companies with strong management to take a bad deal and turn it into a winner.
These are great HOLDS but not sure about BUYING them now after the mild euphoria that followed their updates.
The following table reflects the upcoming results (upgraded) of...
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| No. | Vol. | Price($) |
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| 1 | 257 | $38.64 |
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| Price($) | Vol. | No. |
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| $38.72 | 311 | 1 |
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