Search my blog ...

Loading

Saturday, February 8, 2014

QAF good and consist dividend but hurt by cost now

QAF, good analysis here.
Dividend keeps going up, but may not able to sustain this year due to material cost.
Compare with BreadTalk, I think it's safer bet. Lower PE/PB, Higher dividend, similar margin.

ValuationDividendFinancial ratiosOperating metricsMargins
Company namePriceChangeChg %d | m | yP/E ratioPrice-to-
book ratio
Price-to-
sales ratio
Mkt CapDividend yieldCurrent ratioLt debt to assetsTotal debt to assetsReturn on avg assetsReturn on avg equityReturn on investmentNet profit marginGross marginEBITD marginOperating margin
Q01QAF Limited0.7850.0000.00%13.891.050.44429.08M6.371.322.3016.845.508.838.673.9145.4010.065.40
5DABreadTalk Group L...0.910-0.005-0.55%21.013.110.57256.18M1.430.6114.2027.114.3814.9511.063.0353.9710.674.33

VALUE: take PE 11, then fair price at $0.62 (PB 0.83, Yield 8% assume 5cents)

No comments:

Post a Comment