A director at Dunelm Group sold 500,000 shares at 0.00p and the significance rating of the trade was 67/100. 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 last two years clearly showi...
Dunelm Group’s (DNLM’s) H124 results demonstrated the benefits of its strategy of broadening its addressable market by strengthening the core offer and expanding into newer categories, while also growing the store base and marketing more effectively. This is driving growth in the active customer base, who shop with greater frequency, leading to further market share gains in a static market. The broadening appeal of its products is demonstrated by growth being broad-based by geography, customer a...
The independent financial analyst theScreener just lowered the general evaluation of DUNELM GROUP (GB), active in the Furnishings industry. As regards its fundamental valuation, the title still shows 1 out of 4 possible stars. Its market behaviour, however, has slightly deteriorated and will be qualified as risky moving forward. theScreener considers that these new qualifications justify an overall rating downgrade to Slightly Negative. As of the analysis date August 27, 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....
OPEC+ disappoints as ‘C’-Virus advances; Fed-speak at play Ahead: Risk trade tested. Risk appetite is under pressure and looking for a driver, suggesting another week of selling into any upticks and, possibly, vice versa. Brent is still on a back foot as OPEC+’s announced output cut fell short of expectations (just 600bpd cut vs 800-1mnbpd as had been discussed, hence hoped for by the market, but stalled by Russia’s need to evaluate further) despite the still spreading ‘C’-Virus, w...
Dunelm’s new CEO is taking steps to address recent underperformance and build the core brand. These include closing or selling the loss-making Worldstores (WS) businesses; developing a new web platform and introduction of ‘click and collect’; and launching a marketing campaign to raise the brand profile and acquire new customers. Assuming plans are executed successfully, we see upside to consensus forecasts.
Ten years accounting and valuation data to put today’s numbers into perspective. After the financial crisis, revenue growth recovered quite quickly and has compounded at 5+% in North America and Japan. Even Europe has seen continuous positive growth. However, growth rates look fairly paltry when compare to Amazon and we worry than rising valuation multiples, and particularly tangible asset multiples, seem to be ignoring the potential for on-line cannibalisation.
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.