OSMOZIS - BUY | EUR8.3 VS. EUR8 (+44%) Well placed to benefit from the energy and digital transition Solid profitability in 2020-21 Transformation of the group under way Further growth expected this year with EBITDA margin of 33% at least Buy reiterated, on the back of a positive momentum
Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
OSMOZIS - BUY | EUR6.7(+26%) Steady Q3 revenues ahead of a promising Summer – company contact Dynamic performance in Q3 The strong level of reservations of the market bodes well for Q4 activity While materials and component inflation is not an issue today Valuation and rating unchanged
OSMOZIS - BUY | EUR6.7(+41%) Positive management sentiment ahead of the summer Tourists back in campsites, including foreigners Positive H1 EBITDA. FY above EUR2m looks achievable Last quarter to be a key step. Acquisitions beyond are the plan.
• While the share price performance has been somewhat disappointing since the 2017 IPO, we believe the key issue for Osmozis remains its ability to generate firm top-line growth. Combining strong market share, more subscription-based contracts and specifically designed connected products, Osmozis’ efforts should now gradually start to pay off.
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