WEB web travel group limited

3.12%

$4.35

Agreed on that last sentence.Company has many ways to win, and...

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JayWin

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25/08/19

19:10

Post #: 40141775
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Originally posted by EmDe: ↑

totally agree. There are businesses in the asx that I prefer over web. Csl, rmd, Rea, and xro. But every investment you need to evaluate valuation. I think there is massive margin of safety at current share price.
From my analysis the sp has been sold off re b2b downgrade with Thomas cook revenue and the Australian consumer not travelling. What I can say is I think the consumer is turning a corner. House prices in Sydney are moving again and banks are lending. I think that side of the businesses will surprise with good 10 per cent growth. The b2b business I think will surprise to the upside of guidance. I think web is keeping the growth estimates as conservative . 22-33 , I think they are still working to a 40 target but even if they fall a little short , let’s say 38
so in November I think total ebitda will be estimated at 170. This year 124. Growth of 46.
growth rate 37 per cent. At current sp 10 x ebitda
expect pe to re rate

my main message. Not a lot needs to go right for pe expansion. A lot needs to go wrong for pe destruction

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Agreed on that last sentence.

Company has many ways to win, and very few ways they can lose. Plus, it's got a good margin of safety, relative to many other growth stocks.

I strongly feel that the market has misunderstood this company. Exciting opportunity for the discerning investor, in my humble opinion.

WEB Price at posting: $13.00 Sentiment: Buy Disclosure: Held
5 Upvote

0 Great analysis

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(20min delay)
Last $4.35		Change -0.140(3.12%)		Mkt cap ! $1.571B

Open	High	Low	Value	Volume
$4.49	$4.52	$4.27	$30.42M	7.018M

Buyers (Bids)

No.	Vol.	Price($)
1	5000	$4.34

Sellers (Offers)

Price($)	Vol.	No.
$4.37	500	1

View Market Depth

No.	Vol.	Price($)
1	5000	4.340
1	3001	4.290
2	1882	4.270
3	10312	4.260
10	34515	4.250

Price($)	Vol.	No.
4.430	800	1
4.480	8800	2
4.500	4000	2
4.520	6000	2
4.570	8000	2

Last trade - 16.17pm 27/06/2025 (20 minute delay)

WEB (ASX) Chart

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