"you had kindly shared your views of AGL's valuation with the notable caveat of how AGL is currently over-earning.
https://hotcopper.com.au/threads/an...007128/page-144?post_id=32497745#.W0WVv_luaHt
With the ACCC recommendations, keen to learn if it has since tweaked your view on AGL's valuation?"
@jiantan86
No change of view.
I had already provided for a ~20% reduction in Consumer business EBIT, although I wasn't exactly sure how it would come about; I expected it would probably be due to competitive market forces. So, the moves by the ACCC has simply brought it forward.
way undervalued, page-42
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Last
$10.82 |
Change
0.070(0.65%) |
Mkt cap ! $7.279B | |||
| Open | High | Low | Value | Volume |
| $10.77 | $10.85 | $10.70 | $25.94M | 2.402M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 3951 | $10.80 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $10.82 | 15994 | 2 |
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| Last trade - 16.10pm 09/08/2024 (20 minute delay) ? |
| AGL (ASX) Chart |