Tuesday, July 02, 2013
Overnight safety margins for more than 60% of ASX-listed companies updated. Why? For companies with a 30 June report date, Skaffold calculated the safety margin based on the 2013 intrinsic value forecast. Last night, as we moved into the 2014 financial year, the safety margin calculation switched over to the 2014 forecast intrinsic value estimate.
As at 28 June 2013 close of trade, 127 companies were trading at a discount to Skaffold’s intrinsic value estimate. Today 134 companies are trading at a discount. Of those, 96 are covered by analysts.
Thursday, February 21, 2013
Mining services is a hot topic in Skaffold today, with results for Cardno (CDD), Clough (CLO), Decmil (DCG), Monadelphous (MND) and Forge Group (FGE) updating in Skaffold overnight. Why did DCG’s share price fall from $2.38 to $2.14 following a positive result?
This reporting season update also includes XRF Scientific (XRF), Oakton (OKN), Bendigo & Adelaide Bank (BEN), Speciality Fashion Group (SFH), Invocare (IVC), RedHill Education (RDH), Lend Lease Corp (LLC), Discovery Metals (DML), Mirvac Industrial Trust (MIX), ISS Group (ISS), Southern Cross Media (SXL), McMillan Shakesphere (MMS), Ethane Pipeline Income Fund (EPX), Sonic Healthcare (SHL) and Clearview Wealth (CVW).