A director at Domino`s Pizza Enterprises Limited sold 25,000 shares at 30.067AUD and the significance rating of the trade was 57/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the las...
DOMINO'S PIZZA (AU), a company active in the Restaurants & Bars industry, reduced its market risk and raised its general evaluation. The independent financial analyst theScreener awarded an improved star rating to the company, which now shows 1 out of 4 possible stars; its market behaviour has improved and can be considered as defensive. theScreener believes that this new assessment merits an overall rating upgrade to Slightly Positive. As of the analysis date November 9, 2021, the closing price...
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....
Long-term investors, looking past short-term overhangs and sales growth volatility, can grab a slice of the action at an approximate 30% discount to our AUD 53 fair value estimate. Just as in other discretionary and consumer staples retailing, digital is disrupting the food industry as consumers relish the convenience, price transparency, and extended product offerings of the online channel. The leadership of narrow-moat Domino's Pizza Enterprises, or Domino's, in the Australian online takeaway...
Long-term investors, looking past short-term overhangs and sales growth volatility, can grab a slice of the action at an approximate 30% discount to our AUD 53 fair value estimate. Just as in other discretionary and consumer staples retailing, digital is disrupting the food industry as consumers relish the convenience, price transparency, and extended product offerings of the online channel. The leadership of narrow-moat Domino's Pizza Enterprises, or Domino's, in the Australian online takeaway ...
Narrow-moat Domino’s Pizza same-store sales growth of 3.3% in the first half of fiscal 2019 beat the 2.9% announced at the trading update in November 2018. The positive sales momentum continued in the initial seven weeks of the second half, with like-for-like sales up again and tracking at 4.0%. However, sales growth remains at the bottom end of the targeted 3%-6%, held back by a maturing, core Australian market, but also in France. Weak French sales growth dragged down the European segment, w...
Domino's Pizza Enterprises holds the master franchise agreement for the Domino's Pizza brand in Australia, New Zealand, Japan, France, Germany, Denmark, Belgium, Luxembourg, and the Netherlands. Australia is the third-largest market for the Domino's brand outside the United States, after the United Kingdom and India. The stock suits investors seeking exposure to the food and beverage sector. Australia can still increase its store base by around 40% over the next decade. European growth is much m...
Narrow-moat Domino’s Pizza same-store sales growth of 3.3% in the first half of fiscal 2019 beat the 2.9% announced at the trading update in November 2018. The positive sales momentum continued in the initial seven weeks of the second half, with like-for-like sales up again and tracking at 4.0%. However, sales growth remains at the bottom end of the targeted 3%-6%, held back by a maturing, core Australian market, but also in France. Weak French sales growth dragged down the European segment, w...
Narrow-moat Domino’s Pizza same-store sales growth of 3.3% in the first half of fiscal 2019 beat the 2.9% announced at the trading update in November 2018. The positive sales momentum continued in the initial seven weeks of the second half, with like-for-like sales up again and tracking at 4.0%. However, sales growth remains at the bottom end of the targeted 3%-6%, held back by a maturing, core Australian market, but also in France. Weak French sales growth dragged down the European segment, w...
Narrow-moat Domino’s Pizza same-store sales growth of 3.3% in the first half of fiscal 2019 beat the 2.9% announced at the trading update in November 2018. The positive sales momentum continued in the initial seven weeks of the second half, with like-for-like sales up again and tracking at 4.0%. However, sales growth remains at the bottom end of the targeted 3%-6%, held back by a maturing, core Australian market, but also in France. Weak French sales growth dragged down the European segment, w...
Narrow-moat Domino’s Pizza same-store sales growth of 3.3% in the first half of fiscal 2019 beat the 2.9% announced at the trading update in November 2018. The positive sales momentum continued in the initial seven weeks of the second half, with like-for-like sales up again and tracking at 4.0%. However, sales growth remains at the bottom end of the targeted 3%-6%, held back by a maturing, core Australian market, but also in France. Weak French sales growth dragged down the European segment, w...
Downgrades and market weakness. Most sectors fell during the month, but IT and Financials helped limit the rout. Lack of upgrades rather than excessive downgrades was the main problem. Follow Earnings During a Correction. NSR and SFR have seen relatively large increases in short-positioning, while heavily shorted stocks SYR and GXY saw relatively large falls. Labour market, consumer confidence and business confidence indicators all suggest the economy remains solid, despite evidence the ...
Narrow-moat-rated Domino’s Pizza provided a trading update at the bottom end of unchanged guidance--clearly not good enough for some with the stock retreating sharply in the aftermath of the announcement. We see through the short-term trading volatility. Our long-term outlook on Domino’s growth trajectory is intact, underpinned by the solid runway of new organic stores and continuing, albeit moderating, same-store sales growth for the group compared with prior years. We maintain our fiscal 2...
Narrow-moat-rated Domino’s Pizza provided a trading update at the bottom end of unchanged guidance--clearly not good enough for some with the stock retreating sharply in the aftermath of the announcement. We see through the short-term trading volatility. Our long-term outlook on Domino’s growth trajectory is intact, underpinned by the solid runway of new organic stores and continuing, albeit moderating, same-store sales growth for the group compared with prior years. We maintain our fiscal 2...
Solid Earnings Momentum Hits a Brick Wall. Downgrades following Reporting Front Running Reporting Downgrades for stocks not reporting Cost management Rather than Revenue Growth Driving Earnings Capex for Offence and Defence Holding Steady with our View.
Domino’s Pizza certainly underwhelmed with weaker same-store sales growth and underlying net profit after tax than it had guided to, but sales and profit figures were broadly in line with our more cautious estimates. The miss against some investors' near-term expectations detracts from the long-term outlook, with the growth trajectory still intact, and leaves shares in narrow-moat Domino’s undervalued at current prices. The firm reiterated its store count goal for fiscal 2025, and we expect ...
Domino’s Pizza certainly underwhelmed with weaker same-store sales growth and underlying net profit after tax than it had guided to, but sales and profit figures were broadly in line with our more cautious estimates. The miss against some investors' near-term expectations detracts from the long-term outlook, with the growth trajectory still intact, and leaves shares in narrow-moat Domino’s undervalued at current prices. The firm reiterated its store count goal for fiscal 2025, and we expect ...
Domino’s Pizza certainly underwhelmed with weaker same-store sales growth and underlying net profit after tax than it had guided to, but sales and profit figures were broadly in line with our more cautious estimates. The miss against some investors' near-term expectations detracts from the long-term outlook, with the growth trajectory still intact, and leaves shares in narrow-moat Domino’s undervalued at current prices. The firm reiterated its store count goal for fiscal 2025, and we expect ...
We maintain our AUD 53 per share fair value estimate and long-term growth forecasts on narrow-moat-rated Domino's Pizza. The stock has rebounded since the company reported disappointing first-half results in February 2018, with shares now screening as only slightly overvalued at current prices. Back in February, we pointed towards the firm's long-term growth trajectory underpinning our intrinsic assessment, which wasn't affected by the temporary setbacks. Domino's has a solid European expansion ...
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