Scrip Magazine Issue: Feburary 2023

Tourism Holdings Limited – 2022 Annual Meeting Report

Annual Meeting Report, November 1st 2022 Click here for NZSA Assessment and Voting intentions Metric 2020 2021 2022 Change Revenue $401m $359m $346m -4% Gross Profit $275m $173m $195m 13% Gross Profit Margin 69% 48% 56% 17% NPAT $27.4m -$14.5m -$2.1m n/a EPS1 $0.185 -$0.09 -$0.01 n/a PE Ratio 12 n/a n/a Capitalisation $336m $418m…
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Sky City Entertainment Limited – 2022 Annual Meeting Report

Annual Meeting Report, October 28th 2022 Click here for NZSA Assessment and Voting intentions Metric 2020 2021 2022 Change Revenue $1,125m $952m $641m -33% Operating Revenue $642m $713m $556m -22% EBITDA $348.3m $317.3m $97m -69% NPAT $235.3m $156.1m -$33.6m n/a EPS1 $0.309 $0.205 -$0.04 n/a PE Ratio 10 15 n/a Capitalisation $2.5b $2.1b -16% Current…
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Port of Tauranga Limited – 2022 Annual Meeting Report

Annual Meeting Report, October 29th 2022 Click here for NZSA Assessment and Voting intentions Metric 2020 2021 2022 Change Revenue $302.0m $338.3m $375.2m 11% Operating Profit $162.2m $177.1m $193m 9% NPAT $88.7m $102.4m $111.3m 9% EPS1 $0.13 $0.15 $0.164 9% PE Ratio 56 46 40 Capitalisation $5.0b $4.8b $4.5b -7% Current Ratio 0.20 0.23 0.39…
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Freightways Limited – 2022 Annual Meeting Report

Annual Meeting Report, October 27th 2022 Click here for NZSA Assessment and Voting intentions Metric 2022 2021 Change Revenue $873m $801m 9% EBITDA $184.9m $187.6m -1% NPAT $70.1m $49.6m 41% EPS1 $0.423 $0.299 41% PE Ratio 23 42 Capitalisation $1.6b $2.1b -24% Current Ratio 0.70 0.80 -13% Debt Equity 2.05 2.06 n/c Operating CF $123.7m…
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Ebos Group Limited – 2022 Annual Meeting Report

Annual Meeting Report, October 27th 2022 Click here for NZSA Assessment and Voting intentions Metric 2022 2021 Change Revenue $10,734m $9,210m 17% Cost of Goods Sold $10,328m $8,847m 17% NPAT2 $203m $185.3m 10% EPS1,3 $1.07 $1.13 -5% Inventory Turnover 10.84 11.62 -7% PE Ratio 36 32 Capitalisation $7.2b $5.8b 25% Current Ratio 1.22 1.13 8%…
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Skellerup Limited – 2022 Annual Meeting Report

Annual Meeting Report, October 26th 2022 Click here for NZSA Assessment and Voting intentions Metric 2022 2021 Change Revenue $317m $280m 13% Gross Profit Margin 40% 41% -2% NPAT $47.8m $40.2m 19% EPS1 $0.245 $0.206 19% PE Ratio 23 29 Capitalisation $1.1b $1.2b -7% Inventory Turnover 3.18 3.24 -2% Current Ratio 2.66 2.56 4% Debt…
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Winton Land Limited – 2022 Annual Meeting Report

Annual Meeting Report, October 26th 2022 Click here for NZSA Assessment and Voting intentions Metric 2022 2021 Change Revenue $159.5m $177.0m -9% Gross Profit $72.4m $57.4m 26% Gross Profit Margin 45% 32% 40% Operating EBITDA $45.0m $70.4m -36% NPAT $31.7m $46.1m -31% Inventory Turnover 1.22 2.55 -52% EPS1 $0.108 n/a n/a PE Ratio 25 n/a…
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Vital Limited – 2022 Annual Meeting Report

Annual Meeting Report, October 18th 2022 Click here for NZSA Assessment and Voting intentions Metric 2022 2021 Change Revenue $30.7m $34.6m -11% Operating Costs $19.6m $20.9m -6% NPAT -$19.1m $0.8m n/a EPS1 -$0.46 $0.02 n/a PE Ratio n/a 35 Capitalisation $15.0m $29.0m -48% Current Ratio 0.52 0.54 -5% Debt Equity 2.42 1.11 118% Operating CF…
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Fletcher Building Limited – 2022 Annual Meeting Report

Annual Meeting Report, October 26th 2022 Click here for NZSA Assessment and Voting intentions Metric 2022 2021 Change Revenue $8,498m $8,120m 5% NPAT $432m $305m 42% Gross Margin Pct 30% 29% 2% Inventory Turnover 4.45 4.81 -8% EPS1 $0.552 $0.371 49% PE Ratio 9 20 Capitalisation $4.0b $5.9b -32% Current Ratio 1.52 1.59 -5% Debt…
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Move Logistics Limited – 2022 Annual Meeting Report

Annual Meeting Report, October 20th 2022 Click here for NZSA Assessment and Voting intentions Metric 2022 2021 Change Revenue $349m $356.8m -2% Operating Profit $8.7m $13.4m -35% NPAT2 -$4.2m $0.9m n/a EPS1 -$0.036 $0.01 n/a PE Ratio n/a 175 Capitalisation $145m $130m 12% Current Ratio 1.17 0.46 157% Debt Equity 3.48 7.9 -56% Operating CF…
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