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Brambles
RO
Robbo
Community Contributor
Brambles' Revenue Set to Climb 14% with Profit Margins Following
Brambles Limited (ASX: BXB) – A Practical Pillar of Global Logistics Brambles is an Australia-based logistics company with operations in over 60 countries, best known for its CHEP-branded pallet pooling system. Founded in 1875, it has evolved into a key enabler of global supply chains, particularly in fast-moving consumer goods (FMCG), retail, pharmaceuticals, and agriculture.
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AU$21.90
FV
5.6% overvalued
intrinsic discount
14.24%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
2 months ago
author updated this narrative
AMA Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Project Wallaby And TechRight Programs Will Transform Operations
Key Takeaways Strategic expansions and operational improvements across units aim to boost revenue, efficiency, and net margins, enhancing overall financial performance. Initiatives like asset sales, demergers, and IPO prospects are set to unlock shareholder value by sharpening the focus on core businesses.
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AU$0.12
FV
22.6% undervalued
intrinsic discount
6.01%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
2 days ago
author updated this narrative
Straker
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Verify AI And Swiftbridge Will Lower Costs Amid Translation Headwinds
Key Takeaways Leveraging AI and automation to reduce costs and enhance margins can significantly improve profitability and drive new revenue streams. Strategic integration with workplace tools and regulations offers growth opportunities in user base and high-value client sectors.
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AU$0.52
FV
21.2% undervalued
intrinsic discount
3.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
2 days ago
author updated this narrative
Smartgroup
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Expanding Novated Leasing Will Meet Future Electric Vehicle Demand
Key Takeaways Targeted digital transformation and enhanced services aim to boost customer acquisition, retention, and revenue from existing clients. Expanding corporate segment and focus on novated leasing, including electric vehicles, offer significant growth opportunities and efficiency.
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AU$8.91
FV
13.6% undervalued
intrinsic discount
4.33%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
2 days ago
author updated this narrative
Brambles
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Investments In AI And Digital Solutions Will Improve Customer Experience And Efficiency
Key Takeaways Asset efficiency and strategic capital allocation drive better cash flow, net margins, and potential future earnings growth. Innovations in AI and digital solutions enhance customer experience and operational efficiency, supporting revenue growth and improved margins.
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AU$21.19
FV
9.2% overvalued
intrinsic discount
3.72%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
2 days ago
author updated this narrative
Peoplein
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Project UNITE And Sector Diversification Will Strengthen Future Prospects
Key Takeaways Strategic client mix shift and cost efficiencies enhance profitability despite fewer billed hours, optimizing revenue growth. Expansion into high-margin permanent recruitment and strategic projects strengthen future revenue growth and diversification.
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AU$1.05
FV
35.0% undervalued
intrinsic discount
1.48%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
2 days ago
author updated this narrative
McMillan Shakespeare
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Simply Stronger And Oly Initiatives Poised To Drive Future Success
Key Takeaways Strategic growth initiatives, including Onboard Finance expansion and Oly brand introduction, are set to drive revenue growth and open new markets. Investments in digital platforms and productivity enhancements through the Simply Stronger program are expected to boost net margins and operational efficiency.
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AU$18.11
FV
3.2% undervalued
intrinsic discount
2.92%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
31
users have followed this narrative
2 days ago
author updated this narrative
Mader Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Expansion Into Energy And Transport Logistics Will Diversify Future Revenue Streams
Key Takeaways Mader Group aims for geographical and industry diversification with a strategic focus on energy and transport logistics for increased revenue streams. The company's financial strategy includes a net cash goal within 12 months for growth investments and expansion in North America and other key markets.
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AU$6.56
FV
10.8% overvalued
intrinsic discount
11.83%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
2 days ago
author updated this narrative
Smart Parking
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
We Will Access The Largest Parking Market Globally Through Peak Parking Acquisition
Key Takeaways Smart Parking's acquisition of Peak Parking aims to tap into the U.S. market for revenue growth through geographic diversification and technology integration. Financial strategies, including equity raises and increased debt, support further acquisitions and organic growth, enhancing future earnings potential.
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AU$1.25
FV
33.8% undervalued
intrinsic discount
27.28%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
2 days ago
author updated this narrative
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