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Brunswick Corp (BC US)

NBN.BC US $81.21

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BC US $81.21

20 MINUTE DELAYED

TODAY

1.51 %

1 YEAR RETURN

0.00%

VOLUME

109,827

DIV YIELD

0.00%

PE RATIO

14.39

52 WEEK RANGE

66.47

99.68

ANALYSIS
OPINION
ACTION

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SHARE PRICE ACTIVITY
Last (Price)	81.21
Change	1.21 (1.51)
Bid / Ask	81.17 - 81.25
Volume	109,827
Turnover	4,066,965
Open	79.77
Day Range	79.77 - 82.12
VWAP	81.48
Prev Close	80.00
Last Trade

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KEY INFORMATION
Sector	Capital Goods
Shares Issued	67,101,934
NTA/Share	0.00
Last Dividend	1.68
Dividend Ex Date	23 FEB 2024
Dividend Pay Date	15 MAR 2024

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CURRENT ()
Revenue
EBITDA
Profit
Earnings Per Share (EPS)	0
Dividend Per Share (DPS)	0
Yield %	2.10
Market Cap	0
Price to Earnings Ratio (P/E)	14.3923

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TARGET PRICE FORECAST

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ESTIMATES ()
Revenue	0.00
EBITDA	0.00
Profit	0.00
Earnings Per Share (EPS)	0.00
Dividend Per Share (DPS)	0.00

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BROKER CONSENSUS RECOMMENDATION

BUY

SELL

Target Price

0.00

Lt Growth Rate

0.00

Recommendation ()

0.00

OPINION

02/02/2024 09:10

Brunswick Corp (BC US) $US84.72

The marine/leisure company provided a softer than expected quarterly update overnight, although they increased their share buy-back which helped to support the stock. For the 4Q, they reported adjusted EPS of $1.45 vs consensus of $1.65 on net sales of $1.36bn, a 5% miss at the top line. Looking forward, they guided to 1Q24 net sales of $1.3-1.4bn which is below consensus of $1.64bn while their FY24 guidance was also a touch soft.

31/01/2024 17:46

International Equities Portfolio – Amendments

We are reducing market exposure in the International Equities Portfolio

31/01/2024 09:08

Brunswick Corp (BC US) $US82.27

Brunswick is not a well-known global brand, however, it is the owner of many such as Mercury outboards, Bayliner, Sea Ray and Boston Whaler boats, and more recently, the Freedom Boat club, now with over 600 locations around the globe. They’re the world’s largest marine company and have been in the International Equities Portfolio since April of 2021; unfortunately, they haven’t added to returns, and we’re down ~11% on the position.

13/09/2023 09:13

Brunswick (BC US) US$76.47

The International Equities Portfolio has 5 positions (from a total of 19) that are currently showing a loss, with the world’s largest consumer marine company behind brands such as Mercury, Boston Whaler & Sea Ray, one of those, down by ~17%. Last week JP Morgan wrote a note as they downgraded the stock from Overweight to Neutral

08/02/2023 09:23

Brunswick (BC US) US$88.70

The world’s largest consumer marine company behind brands such as Mercury, Boston Whaler & Sea Ray, released FY22 results during the week and the share price reacted favourably, up 6.78% since last week’s portfolio report.

17/08/2022 09:20

International Equities Portfolio

The MM International Equities Portfolio had a strong week in both absolute and relative terms up by 5.62% while cash sits at 7%. The portfolio is now up 14.86% for the financial year to date, well ahead of the market. For a second straight week, The Trade Desk (TTD US) was the standout performer adding +34.67% after a strong quarterly update while two of our more discretionary focussed stocks in recreational boating company Brunswick (BC US) and...

13/07/2022 09:42

International Equities Portfolio

The MM International Equities Portfolio had a positive week up by +0.54%, although a fall in the AUD was the main positive contributor adding +1.5% to returns. Cash sits at 9%. After enjoying a strong bounce from recent lows, Asian facing technology/e-commerce stocks fell led by Alibaba (BABA US) -7.46% and JD.com (JD US) -5.39% while Mexican restaurant chain Chipotle...

22/06/2022 09:31

International Equities Portfolio

The MM International Equities Portfolio had a solid week up by +1.79% against a backdrop of a weaker market. Cash sits at 9%. Gains were broad based with only 2 stocks in the portfolio trading lower, namely Brunswick (BC US) -3.65% & PayPal (PYPL US) -0.60%.

08/06/2022 09:28

International Equities Portfolio

The MM International Equities Portfolio had a solid week up by 1.13% despite the market being down. Cash sits at 9%. The Chinese facing technology stocks Alibaba (BABA US) +8.08% & JD.com (JD US) +9.47% benefitted from reopening while Brunswick (BC US) was the weakest link down by -3.39%.

01/06/2022 09:57

Brunswick (BC US) US$75.23

Brunswick is the biggest recreational boating company in the world owning brands like Mercury, Bostan Whaler & Bayliner to mention just a few, however, their reach is significant ranging from propulsion to finance & insurance. We bought BC US about a year ago and the stock has declined since with the position sitting on a ~28% paper loss which begs the question, what should MM do? There are two competing factors at play...

ACTION

UPDATED 02/02/2024 09:30

MM is now neutral BC

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UPDATED 01/02/2024 08:53

MM are selling BC US in the International Equities Portfolio, taking a loss around $US82.00

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UPDATED 31/01/2024 15:47

MM is neutral BC US, likely to cut the position from the portfolio

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UPDATED 13/09/2023 09:33

MM has turned more cautious on BC, awaiting next week’s update

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UPDATED 08/02/2023 09:34

MM remains bullish & long BC US

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UPDATED 01/06/2022 16:45

MM is bullish & patiently long BC

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UPDATED 28/04/2021 17:00

MM is keen to increase our exposure to BC below $US95

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UPDATED 07/04/2021 14:09

MM is buying BC US in the International Equities Portfolio with a 5% weighting around $US97.00

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UPDATED 19/03/2021 09:24

MM Is considering buying Brunswick ~$U90.

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Business Summary

Brunswick Corporation (BC US) manufactures consumer products serving the outdoor and indoor active recreation markets. The Company's products include sterndrives, outboard, and inboard marine engines, fitness, billiards, and bowling equipment. Brunswick also manufactures pleasure, fishing, and high performance boats.

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