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Consumer Services Australian Investing Ideas
Jumbo Interactive
RO
Robbo
Community Contributor
Undervalued lottery company with strong fundamentals
Jumbo Interactive presents a compelling investment opportunity, with several key metrics indicating that the current share price may be undervalued. Notably, it boasts a strong Joel Greenblatt score of 34 and an attractive dividend yield of 5.4%.
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AU$15.00
FV
34.3% undervalued
intrinsic discount
24.34%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
27
users have followed this narrative
2 months ago
author updated this narrative
Star Entertainment Group
LE
LeoChivo
Community Contributor
SGR Turn around or take over?
Catalysts: The company will remediate their issues with the government and get their casino licence back, however, this is likely to take many years. An external player makes a take over offer that investors can't refuse.
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AU$0.26
FV
53.8% undervalued
intrinsic discount
0.69%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
1
users have commented on this narrative
6
users have followed this narrative
9 months ago
author updated this narrative
Guzman y Gomez
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
International Expansion And Digital Ordering Will Drive Fast Casual Trends
Key Takeaways Aggressive expansion and digital innovation are fueling higher sales growth, margin improvement, and stronger operating leverage in the domestic fast-casual market. International growth, menu repositioning, and targeting ethical consumer trends provide optional upside for sustained earnings outperformance.
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AU$34.21
FV
19.7% undervalued
intrinsic discount
22.25%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
5 days ago
author updated this narrative
PointsBet Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Efficiencies In Australia, Canada And iGaming Will Spark Positive Outcomes
Key Takeaways Strategic focus on gross profit efficiency and iGaming activities improves margins, enhancing profitability in Australia and Canada. The partnership with MIXI and increase in active users indicates potential for immediate value realization and sustained revenue growth.
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AU$1.07
FV
12.5% overvalued
intrinsic discount
10.82%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
5 days ago
author updated this narrative
NextEd Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Expanding High-Demand Courses Will Strengthen Future Position
Key Takeaways Focus on higher-margin courses and efficient campus utilization is expected to boost revenue and stabilize margins. Expanding in-demand course offerings aligns with trends, potentially enhancing future revenue streams and market position.
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AU$0.33
FV
38.5% undervalued
intrinsic discount
3.46%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
5 days ago
author updated this narrative
Star Entertainment Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
A $300 Million Investment Will Secure Gold Coast Consolidation
Key Takeaways Strategic investments and asset consolidation are expected to enhance liquidity, integrated offerings, and profitability through increased revenues and stable operations. Cost-saving initiatives and improved customer management could boost net margins and revenue growth by regaining market share and promoting safer gambling environments.
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AU$0.13
FV
10.0% undervalued
intrinsic discount
-5.64%
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
5 days ago
author updated this narrative
Domino's Pizza Enterprises
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Simplifying Business Will Reduce Complexity And Costs In Future
Key Takeaways Simplifying the business model and closing underperforming stores aim to cut costs, improve efficiency, and boost profit margins. Focusing on IT, marketing, and product simplification is expected to enhance operational efficiency, customer experience, and long-term profitability.
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AU$34.93
FV
48.1% undervalued
intrinsic discount
4.71%
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
5 days ago
author updated this narrative
Web Travel Group
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Demerger Into B2B And B2C Entities Will Streamline Operations And Stabilize Margins
Key Takeaways The demerger into B2B and B2C entities is expected to streamline operations, enhance core competencies, and improve revenue growth and margin stabilization. Significant technology investments and strategic buybacks aim to boost revenue growth, shareholder value, and earnings per share, supporting long-term operational stability.
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AU$4.12
FV
16.0% overvalued
intrinsic discount
-0.85%
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
5 days ago
author updated this narrative
VVA
Viva Leisure
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Franchise Expansion And Tech Integration Will Optimize Future Cash Flows
Key Takeaways Franchise network expansion and high-margin segments are set to drive revenue growth, enhancing scalability, profitability, and earnings for Viva Leisure. Strategic focus on capital-light models and international expansion aims to improve cash flow, brand recognition, and revenue growth.
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AU$2.38
FV
47.2% undervalued
intrinsic discount
16.11%
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
5 days ago
author updated this narrative
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