WeBuyCars – 1H FY24 Results
Key message: We update our forecasts after the good set of maiden results.
Cashbuild – 1H FY24 Results
Key message: We did some on the ground market research – until meaningful demand recovery occurs, margins are likely to stay low.
Italtile – 1H FY24 Results
Key message: Tile manufacturing overcapacity in the SADC region will impact volumes (and margins). This structural change in the market will create challenging times for some years.
Cashbuild – 1H FY22 Results
Key message: The impacts of looting and a high base (post Covid lockdown DIY boom) impacted earnings. Operating margins remain at elevated levels and should decline over the next 2-3 years, despite forecast revenue growth.
Lewis Group – 3Q trading update
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Lewis Group – Capitalising on change
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