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Reporting Today (ALD, CNU, GEM, NHF, RWC, SHL, VEA)

Reporting Calendar: Download here

Companies reporting today on MM’s radar include:

  • Ampol (ALD) 1H21 Results: Expectations for 1H21 NPAT of $171m & Dividend of $0.433 (ALD this morning announced a takeover proposal for Z Energy in New Zealand at $NZ3.78. Z Energy has a equity value of $NZ 2bn.  This will be the major influence in the near term. In terms of the 1H result today, they reported 1H NPAT of $205m (beat) & a dividend of $0.52 (beat). Overall, a beat 
  • Charter Hall Group (CHC) FY21 Results: Funds From Operations (FFO) per share of $0.58, NPAT $269m & DPS of $0.38. FY22 expectations are for strong profit growth (+24%) to $333m
  • Chorus (CNU) FY21 Results: Expectations for revenue of $947m, EBITDA of $645m, NPAT of $50.84m (down ~2% on FY20), EPS of $0.111, FY Dividend $0.25. Market currently pricing NPAT for FY22 of $49.25m, flat on FY21. (CNU have reported EBITDA of $649m (beat), NPAT of $47m (miss), FY21 DPS of $0.25 (inline). FY22 guidance issued for EBITDA of $640m-$660m which is inline with current market expectations for $653m while the guided DPS of $0.26 is below the $0.286 current expected. Overall, Inline
  • G8 Education (GEM): 1H21 Results: Expectations for NPAT of $9.5m & the resumption of dividends at $0.008. FY21 NPAT expected to be $49m.  (lots of moving parts here however the result itself looks a beat in terms of 1H profit, although lockdowns now hurting occupancy levels again and the 2H will be weaker. This is a recovery play on our radar for later in the year)  
  • NIB Holdings (NHF) FY21 Results: Expectations for revenue of $2.54bn,  NPAT of $168m (up 87% on FY20), EPS of $0.376, FY Dividend $0.25. Market currently pricing NPAT for FY22 of $142m, a decline of ~15%.
  • Reliance Worldwide (RWC) FY21 Results: Expectations for revenue of $1.32bn, EBITDA of $326m, NPAT of $192m (up 47% on FY20), EPS of $0.243, FY Dividend $0.12. Market currently pricing NPAT for FY22 of $190m, flat on FY21. (RWC have reported revenue of $1.34bn (small beat), adjusted NPAT of $211.9m (beat), and a FY DPS of 13cps (beat). No specific guidance other than positive sales growth in all regions to start FY22, although the growth in sales less than FY21 to date. Supply chain interruptions starting to hurt. Overall, a beat
  • Sonic Healthcare (SHL): FY21 Results: Expectations for revenue of $8.78bn, EBITDA of $2.58bn, NPAT of $1.35bn (up 155% on FY20), EPS of $2.80, FY Dividend $1.085. Market currently pricing NPAT for FY22 of $846m, a decline of 37% on FY21. (SHL have reported revenue of $8.8bn (inline), EBITDA of $2.6bn (inline), NPAT $1.3bn (inline). No guidance. Overall, inline
  • Viva Energy (VEA) 1H21 Results:  They had guided to 1H Underlying Ebitda of $390M to $410M, FY21 Expectations are for EBITDA of $813m & NPAT of $178m

NB: Results will be covered on the MM Website throughout the day: Visit www.marketmatters.com.au

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