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Woolworth

Woolworths Group Limited is a locally owned Australian listed public company,


deriving revenue from the retail sale of supermarket food, general merchandise,
online data analytics, and consulting services. The company employs approximately
198,000 people, operates in Australia and New Zealand, and is administered from its
head office in Bella Vista, New South Wales. Woolworths experienced steady growth
throughout the 20th century and began to diversify its business, closing the last of its variety stores
in the 1980s to focus on its portfolio of other retail brands. Since 2012, Woolworths has undergone
significant consolidation, divesting its shopping centre, electronics retailing, home improvement, fuel
retailing, liquor retailing and hospitality businesses to concentrate on supermarket retail.
Woolworths currently owns Woolworths Supermarkets, customer loyalty program Everyday
Rewards and discount department store Big W in Australia and
the Countdown, SuperValue and FreshChoice supermarkets in New Zealand.
In May 2022, Woolworths announced a $243 million bid to acquire an 80 percent stake in online
marketplace MyDeal from its founder, Sean Senvirtne.[81] The acquisition was finalised in September
2022. Woolworths will also provide e-commerce and warehousing services to SuperPharmacy. [85] In
March 2023, HealthyLife launched telehealth services through a partnership with Global Health,
allowing patients to make appointments with doctors, naturopaths and dietitians. Woolworths also
announced it would shut down its export business Woolworths International by the end of June
2023.[87]In May 2023, Woolworths acquired Milkrun, a fast grocery delivery startup which ceased
operations the previous month and competed with the supermarket's Metro60 delivery service.
Woolworths rebranded Metro60 as Milkrun. It is quite clear that optimizing on the company’s
positivity has been the primary strategy that has resulted in the significant growth. Woolworths
Group Limited reported earnings results for the full year ended June 26, 2022. For the full year,
the company reported net income was AUD 7,934 million compared to AUD 2,074 million a
year ago. The current historical pricing has realized an increase of 8.8% to $ 38.18
Inghams Enterprises

Inghams is the largest vertically integrated poultry producer in Australia and


New Zealand. The firm enjoys a number-one position in Australia with
approximately 40% market share and a number-two position in New Zealand
with around 35% share. Inghams supplies poultry products, notably to major
Australian supermarkets Woolworths and Coles, and quick-service restaurants
McDonalds and KFC. Sales are heavily skewed toward poultry, which includes
the production and sale of chicken and turkey products. The entreprise is
trading at 67.1% below its fair price and is expected to grow 24.37% per year.
Inghams Group's earnings have been declining at an average annual rate of -24.5%, while the Food
industry saw earnings growing at 12.5% annually. Inghams Group has a total shareholder equity of
A$174.5M and total debt of A$551.9M, which brings its debt-to-equity ratio to 316.3%.The company has
realized 7.86% year change in historical prices to $ 3.02.

CSL Limited

CSL Ltd (CSL) discovers, develops, manufactures, commercializes and distributes biopharmaceuticals
and related products. Its portfolio encompasses plasma-derived products for the treatment of hemophilia,
hereditary angioedema, von Willebrand disease, inherited primary and secondary immune deficiencies,
respiratory disease, neurological disorders and protein-based medicines for treating serious human
illnesses. The company also provides products for the prevention of hemolytic disease in newborns,
infection in solid organ transplant recipients and to treat specific infections for victims of trauma and
burns. CSL markets an array of vaccines, anti-venoms and pharmaceutical products of various other
manufacturers. The company sells its products in Australia, Germany, Switzerland, the US, the UK and
other countries. CSL is headquartered in Parkville, Victoria, Australia.

Ansell

Ansell Limited is an Australian public company that generates its revenue from the
manufacture and sale of hand and body protection products for the healthcare and
industrial sectors. This segment involves the manufacture and sale of hand and body
protection products for a wide spread of industrial applications, with products including
mechanical gloves and sleeves, chemical hand protection, chemical body protection, and
disposable gloves. Brands include AlphaTec, HyFlex, EDGE, ACTIVARMR, Ringers Gloves.

This division is involved in the manufacture and sale of medical, surgical and
examination gloves for hand barrier protection and infection control, for both healthcare
professionals and patients. The product range includes surgical gloves, exam gloves,
safety devices, specialty gloves, CSSD and decontamination, and professional and
clinical affairs. Brands include MicroFlexx, Gammex, Micro-Touch, Sandel, and
TouchNTuff.The company also provides product solutions for companies through its
AnsellGuardian business, focusing on increasing safety, compliance and productivity, and
reducing procurement and transactional costs. The current historic Ansell stock prices has an
increase of 0.26%.

Westpac

Westpac Banking Corporation is an Australian public company that obtains its revenue from
the provision of financial services including lending, deposit-taking, payment services,
foreign exchange services, superannuation and funds management, investment portfolio
management, insurance services and other general financial services. Westpac Banking's
earnings is forecasted to decline at -2.4% per annum while its annual revenue is expected to grow at
1.2% per year. EPS is expected to grow by 0.1%. Return on equity is forecast to be 9.6% in 3 years.
Current historic price changes has a decrease of 1.60% to 20.89 AUD.

Perpetual

Perpetual Ltd. operates as an independent and diversified financial services group, which provides
specialized investment management, wealth advice and corporate fiduciary services to individuals,
families, financial advisers and institutions. It operates through the following segments: Perpetual
Investments, Perpetual Private and Perpetual Corporate Trust. The Perpetual Investments segment
manufactures financial products, management and investment of monies on behalf of private,
corporate, superannuation and institutional clients. The Perpetual Private segment provides a range of
investment and non-investment products and services, including a comprehensive advisory service,
portfolio management, philanthropic, executorial and trustee services to high net worth and emerging
high net worth Australians. This segment also provides many of these services to charities, not for
profit and other philanthropic organizations. The perpetual corporate trust segment provides fiduciary
services incorporating safe-keeping and recording of assets and transactions as custodian, responsible
entity services, trustee services for securitization, unit trusts, REITS and debt securities, data
warehouse and investor reporting and registrar, or agent for corporate and financial services clients.
Perpetual was founded on September 28, 1886, headquartered in Sydney, Australia . Perpetual is
forecasted to grow earnings and revenue by 33% and 13.2% per annum respectively. EPS is expected to
grow by 21.9%. Return on equity is forecast to be 16.7% in 3 years. Perpetual's earnings have been
declining at an average annual rate of -12.9%, while the Capital Markets industry saw earnings growing
at 7.6% annually. Perpetual Limited underperformed the Australian Capital Markets industry and the
Australian market over the past year. The historic price changes has a 21.36% year decline to 24.63%.

IDP Education

IDP Education Limited is an Australia-based education services provider. The Company is engaged in the
placement of international students into educational institutions in Australia, the United Kingdom, the
United States, Canada, New Zealand and Ireland. Its services include counseling, application processing
and pre-departure guidance. It also distributes and administrates International English Language Testing
System (IELTS) tests, an English language test for study, work and migration purposes. It is a co-owner of
IELTS with the British Council and Cambridge Assessment. It also operates English language schools in
Vietnam and Cambodia and the operation of digital marketing and event services. The Company
operates in approximately 50 countries around the world. Its geographical segments include Asia,
Australasia and Rest of World. Asia segment includes Bangladesh, Cambodia, China, Hong Kong, India
and other. Australasia segment includes Australia, Fiji, New Zealand and New Caledonia. The current
historic price has 13.84% year change to 25.82.

REA Group
REA Group Ltd (REA Group), a subsidiary of News Corp, is a provider of digital advertising services.
The company operates residential, commercial and share property websites providing information about a
wide range of properties. Its websites allow users to buy, rent, invest, sell and share property information.
The company also offers commercial property information services for offices, retail spaces, industrial
and warehouse, showrooms and bulky goods, land development, hotel and leisure, medical and
consulting, and commercial farming. The company operates through digital channels such as websites,
mobile apps, and partner websites. REA Group offers its services under Smartline, Mortgage Choice,
PropTrack, 1form, SmartExpo, and Makaani brand names. It has business operations in Australia, Asia
and North America. REA Group is headquartered in Richmond, Victoria, Australia. The current historic
stock price change has decreased from $89.82 to $89.55.

Corporate Travel Management

Corporate Travel Management provides travel services for corporate and


government customers across the Americas, Australia and New Zealand,
Europe, and Asia. The company has built scale and breadth through both
organic growth and acquisitions. As of 2021, Corporate Travel is the world's
fourth-largest corporate travel management company based with pro forma,
pre-COVID-19 total transaction volumes of AUD 11 billion, but it remains a
relative minnow in the highly fragmented USD 1.5 trillion global market. The
group offers expertise and personalised service to corporate clients spanning
various industries such as government, healthcare, mining, energy,
infrastructure, and construction. Before the pandemic, more than 60% of the
group's client travel was domestic (within country) in nature. The historic
current price change has increased from $13.36 to $13.55.
Wisetech Global

WiseTech is a founder-led technology company that provides logistics


software. WiseTech's core product suite, CargoWise, provides the best-in-
class software solution for international freight-forwarding and boasts industry-
leading annual customer retention rates of over 99%. CargoWise's main
competition consists of in-house software solutions and manual processes,
providing a large and highly winnable market opportunity for WiseTech's
current and future products. The histosric current price change has increased
from $48.20 to $48.67.

Financial Ratios
Security name Date Return Net Profit P/E Ratio Dividend Yield
on Margin %
Equity
1. Woolworth 2022 27.65% 13.04% 5.50 2.59%
2021 27.1% 3.08% 22.40 2.94%
2020 28.1% 1.83% 39.47 2.58%
2019 15.0% 4.49% 16.21 3.07%
2018 15.50% 2.80% 22.84 3.14%
2. Inghams Enterprises 2022 21.81% 1.29% 27.84 5.92%
2021 56.9% 3.12% 17.85 4.14%
2020 27.3% 1.57% 29.99 4.33%
2019 59.3% 5.07% 12.19 4.81%
2018 48.0% 4.83% 12.45 3.06%
3. CSL Limited 2022 19.64% 21.49% 38.65 1.20%
2021 31.86% 23.14% 41.04 1.04%
2020 35.70% 23.10% 42.91 1.02%
2019 41.12% 22.55% 35.70 1.23%
2018 47.74% 22.79% 37.43 1.21%
4. Ansell 2022 10.29% 8.13% 12.38 3.55%
2021 15.90% 12.17% 17.25 2.33%
2020 11.40% 9.83% 20.99 1.93%
2019 11.24% 7.45% 16.48 2.51%
2018 9.55% 31.30% 20.00 2.21%
5. Westpac 2022 8.0% 29.97% 12.91 6.06%
2021 7.8% 25.94% 18.87 4.54%
2020 3.4% 11.10% 26.44 1.84%
2019 10.4% 32.84% 15.08 5.87%
2018 12.9% 36.88% 11.76 6.73%
6.Perpetual 2022 13.33% 16.4% 13.42 8.45%
2021 11.72% 17.2% 21.05 4.49%
2020 14.93% 20.2% 14.41 5.22%
2019 17.51% 22.8% 17.15 5.92%
2018 21.74% 27.3% 13.55 6.61%
7. IDP Education 2022 22.5% 12.93% 64.75 1.13%
2021 10.2% 7.51% 172.57 0.33%
2020 17.3% 11.56% 59.37 1.07%
2019 43.2% 11.14% 67.69 1.10%
2018 50.9% 10.58% 52.18 1.43%
8. REA GROUP 2022 31.30% 28.55% 36.26 1.47%
2021 30.15% 32.06% 69.19 0.78%
2020 31.09% 30.46% 52.89 1.02%
2019 32.49% 31.24% 43.02 1.23%
2018 29.49% 31.97% 43.16 1.20%
9. Corporate Travel 2022 0.33% 0.82% 838.01 0.27%
Management
2021 -7.88% -31.13% - -
2020 -1.48% -2.59% - -
2019 16.85% 19.49% 28.25 1.78%
2018 18.25% 20.78% 37.71 1.32%
10. Wisetech Global 2022 13.89% 28.89% 67.54 -
2021 10.32% 22.48% 91.12 -
2020 4.96% 11.60% 124.20 -
2019 7.06% 15.54% 156.82 -
2018 11.60% 18.41% 112.66 -

Initial No of
Security Name Symbol Weight Total Cost
Price Shares
National Australia
NAB.AX 10.00% $27.09 3,691 $99,989.19
Bank
Woolworth ASX:WOW 10.00% $38.64 2,587.00 $99,961.68
Inghams Enterprises ASX:ING 10.00% $3.01 ######### $99,998.22
CSL Limited ASX:CSL 10.00% $301.27 331.00 $99,720.37
Ansell ASX:ANN 10.00% $27.04 3,698.00 $99,993.92
Westpac ASX:WBC 10.00% $21.74 4,599.00 $99,982.26
Perpetual ASX:PPT 10.00% $25.10 3,984.00 $99,998.40
IDP education ASX:IEL 10.00% $26.97 3,707.00 $99,977.79
REA group ASX:REA 10.00% $139.990 714.00 $99,952.86
Corporate Travel
Management
ASX:CTD 10.00% $20.90 4,784.00 $99,985.60
Wisetech Global ASX:WTC 10.00% $68.15 1,467.00 $99,976.05

$999,547.1
100.00%
5

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