Morningstar - Ebos Group (EBO) Ebos Group Wins Chemist Warehouse Contract; Raising FVE to NZD 20

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Morningstar

Chris Kallos

Ebos Group Wins Chemist Warehouse Contract; Raising FVE to NZD 20

We increase our fair value estimate for narrow-moat Ebos Group to NZD 20 per share (AUD 18.40 using an Australian dollar/New Zealand dollar exchange rate of 1.09) from NZD 19, following the surprise move by My Chemist/Chemist Warehouse Group, or MC/CW, to switch suppliers from Sigma Healthcare, effective July 1, 2019. Ebos will become the exclusive distributor of pharmaceutical, or scheduled medicines, both PBS and non-PBS, products to around 400 MC/CW stores in Australia, effective July 1, 2019...

02/07/2018 12 EN

Underlying

Ebos Group

EBOS Group is a provider of medical and healthcare products to the human and animal markets. Co. operates in two business segments, being Healthcare, which incorporates the sale of healthcare products in a range of sectors, own brands, retail healthcare, wholesale activities, and logistics; as well as Animal Care, which incorporates the sale of animal care products in a range of sectors, own brands, retail and wholesale activities. Co.'s operations are primarily in New Zealand and Australia.

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NZEBOE0001S6 NZX New Zealand

Provider

Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.

Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.

We have operations in 27 countries.

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Analysts

Chris Kallos

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Ebos Group Wins Chemist Warehouse Contract; Raising FVE to NZD 20

EBOS Group: 1 director

EBOS GROUP sees an upgrade to Slightly Positive due to a better fundamental star rating

Monthly LMI Update Independent Investment Research

Business as Usual for No-Moat Lonza; Specialty Ingredients Carve-Out on Track for 2020

Sasol Provides Full-Year Production Update

Sasol Provides Full-Year Production Update

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