reports
COL Financial Group Inc: 1 director
A director at COL Financial Group Inc sold 10,000,000 shares at 2.300PHP 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 last two ye...
- Johannes Faul
Morningstar | Coles Hands Over Its Noncore Gaming Operations. FVE Unch...
After effectively exiting its fuel retailing business in February 2019, no-moat-rated Coles is further concentrating its portfolio by selling its pub operations. The gaming operations underpinning pub profitability have long been a sore point for Coles’ management, even before the demerger from Wesfarmers. The transaction highlights the increasing focus of both investors and corporates on environmental, social, and governance, or ESG, factors. Coles found a structure to walk away from gaming,...
- Johannes Faul
Morningstar | Coles Follows Through on Wesfarmers' Promise and Abandon...
Coles Group is a food and liquor retailer. The Coles supermarkets segment accounts for most of the group's sales and earnings, and its position as the second-largest Australian grocery retailer comes with near-term competitive advantages due to its sheer size. Coles commands close to 30% of the grocery market and generates equivalent to 80% of the revenue of top dog Woolworths. This scale has enabled Coles to successfully compete, especially after Wesfarmers acquired the group in 2007 and inject...
- Johannes Faul
Coles Hands Over Its Noncore Gaming Operations. FVE Unchanged at AUD 1...
After effectively exiting its fuel retailing business in February 2019, no-moat-rated Coles is further concentrating its portfolio by selling its pub operations. The gaming operations underpinning pub profitability have long been a sore point for Coles’ management, even before the demerger from Wesfarmers. The transaction highlights the increasing focus of both investors and corporates on environmental, social, and governance, or ESG, factors. Coles found a structure to walk away from gaming,...
- Johannes Faul
Coles Follows Through on Wesfarmers' Promise and Abandons Its Gaming O...
Coles’ food sales growth nearly evaporated in second-quarter fiscal 2019, after the successful "Little-Shop" campaign funnelled customers to its stores and away from Woolworths in the first quarter. This tracks our expectations for food sales growth to significantly slow, and our sales and NPAT estimates for Coles are virtually unchanged. We maintain our fair value estimate of AUD 12.30, with shares currently fairly priced. Supermarket like-for-like sales grew 1.5% in the second quarter, down ...
- Johannes Faul
Morningstar | Coles Announces Strategic Review to Combat Industry Head...
Coles’ food sales growth nearly evaporated in second-quarter fiscal 2019, after the successful "Little-Shop" campaign funnelled customers to its stores and away from Woolworths in the first quarter. This tracks our expectations for food sales growth to significantly slow, and our sales and NPAT estimates for Coles are virtually unchanged. We maintain our fair value estimate of AUD 12.30, with shares currently fairly priced. Supermarket like-for-like sales grew 1.5% in the second quarter, down...
- Johannes Faul
Coles Announces Strategic Review to Combat Industry Headwinds. AUD 12....
Coles’ food sales growth nearly evaporated in second-quarter fiscal 2019, after the successful "Little-Shop" campaign funnelled customers to its stores and away from Woolworths in the first quarter. This tracks our expectations for food sales growth to significantly slow, and our sales and NPAT estimates for Coles are virtually unchanged. We maintain our fair value estimate of AUD 12.30, with shares currently fairly priced. Supermarket like-for-like sales grew 1.5% in the second quarter, down ...
- Johannes Faul
Morningstar | Coles Pulls Emergency Cord on Petrol Business and Enters...
Coles is effectively exiting its petrol business, following Woolworths’ footsteps after several years of challenging operating conditions. But the impact of the rapid decline on the convenience segment’s profitability has been much more pronounced than we had expected. We’ve significantly lowered our estimates for the convenience segment, now accounting for some 3% of group EBIT from around 10% on our previous estimate. Our fair value estimate on Coles declines by 8% to AUD 12.30 per share...
- Johannes Faul
Morningstar | Investor Scrutiny of Coles' Food and Liquor Businesses t...
Coles Group is a food and liquor retailer. The Coles supermarkets segment accounts for most of the group's sales and earnings, and its position as the second-largest Australian grocery retailer comes with near-term competitive advantages due to its sheer size. Coles commands close to 30% of the grocery market and generates equivalent to 80% of the revenue of top dog Woolworths. This scale has enabled Coles to successfully compete, especially after Wesfarmers acquired the group in 2007 and inject...
- Johannes Faul
Investor Scrutiny of Coles' Food and Liquor Businesses to Increase Pos...
Coles is effectively exiting its petrol business, following Woolworths’ footsteps after several years of challenging operating conditions. But the impact of the rapid decline on the convenient segment’s profitability has been much more pronounced than we had expected. We’ve significantly lowered our estimates for the Convenience segment, now accounting for some 3% of group EBIT from around 10% on our previous estimate. Our fair value estimate on Coles declines by 8% to AUD 12.30 per share....
- Johannes Faul
Coles Group Offers Steady Cash Flows But Little Growth; Initiating Wit...
At our fair value estimate of AUD 13.30, Coles offers investors an attractive 5.1% annualised dividend yield, fully franked, underpinned by a relatively defensive income stream. However, intense competition stifles dividend growth. At a constant payout ratio of 90%, we estimate dividends to increase in line with underlying NPAT at an average rate of only about 4% per year. An investment in Coles is essentially an investment in the Australian supermarket sector. The Coles supermarkets segment acc...
Ford Equity International Rating and Forecast Report
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...
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