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ScanGroup FY2012 - Not Good!
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dunkang
#1 Posted : Thursday, February 28, 2013 9:40:48 AM
Rank: Elder

Joined: 6/2/2011
Posts: 4,824
Location: -1.2107, 36.8831
Billing Revenue up to 13.05B from 11.76B
Direct Cost up to 8.82B from 8.17B
PBT DOWN to 1.10B from 1.28B
PAT DWON to 752M from 911M

Basic and Dilute EPS DOWN to 2.21 from 2.55

WAZUANS WAKE UP! Lets Discuss this figures!
Receive with simplicity everything that happens to you.” ― Rashi

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holycow
#2 Posted : Thursday, February 28, 2013 9:52:43 AM
Rank: Veteran

Joined: 11/11/2006
Posts: 972
Location: Home
dunkang wrote:
Billing Revenue up to 13.05B from 11.76B
Direct Cost up to 8.82B from 8.17B
PBT DOWN to 1.10B from 1.28B
PAT DWON to 752M from 911M

Basic and Dilute EPS DOWN to 2.21 from 2.55

WAZUANS WAKE UP! Lets Discuss this figures!


The risk of investing in high PE stocks with promises of growth.
Got in at IPO, did exit at circa 35/=
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youcan'tstopusnow
#3 Posted : Thursday, February 28, 2013 10:13:18 AM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
Somehow A.R.M and ScanGroup always seem to maintain their lofty valuations...
GOD BLESS YOUR LIFE
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cnn
#4 Posted : Thursday, February 28, 2013 10:23:33 AM
Rank: Veteran

Joined: 6/17/2009
Posts: 1,627
youcan'tstopusnow wrote:
Somehow A.R.M and ScanGroup always seem to maintain their lofty valuations...

Foreigners never seem to have enough of Scangroup and the move up is due to their relentless bidding.Had a good ride from 40 to 58 last year,the valuations even at that price range i could not justify.
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Aguytrying
#5 Posted : Thursday, February 28, 2013 10:45:12 AM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
@dunkang.

Thanks for starting these threads. we have to take the good with the bad.
The investor's chief problem - and even his worst enemy - is likely to be himself
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ChessMaster
#6 Posted : Thursday, February 28, 2013 10:49:14 AM
Rank: Elder

Joined: 2/23/2009
Posts: 1,626
I agree dunkang.Well done.

@youcan'tstopusnow - thats a deadly assumption,but time will tell.
Uncertainty is certain.Let go
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youcan'tstopusnow
#7 Posted : Thursday, February 28, 2013 11:27:23 AM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
ChessMaster wrote:
I agree dunkang.Well done.

@youcan'tstopusnow - thats a deadly assumption,but time will tell.


I'm just amazed they never seem to tank even when the market is in a slump. Surely they are due a major correction. Or they will maintain as the rest of the market catches up! I wouldn't mind the latter;-)
GOD BLESS YOUR LIFE
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  | | Edit by user: Thursday, February 28, 2013 12:01 PM | Reason: Not specified
ChessMaster
#8 Posted : Thursday, February 28, 2013 11:31:04 AM
Rank: Elder

Joined: 2/23/2009
Posts: 1,626
youcan'tstopusnow wrote:
ChessMaster wrote:
I agree dunkang.Well done.

@youcan'tstopusnow - thats a deadly assumption,but time will tell.


I'm just amazed they never seem to tank even when the market is in a slump. Surely they are due a major correction. Or they will maintain as the rest of the market cathes up! I wouldn't mind the latter;-)


Not so sure about ARM,but Scangroup I wouldn't be surprised if it picks up.
Uncertainty is certain.Let go
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VituVingiSana
#9 Posted : Thursday, February 28, 2013 4:34:51 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,361
Location: Nairobi
cnn wrote:
youcan'tstopusnow wrote:
Somehow A.R.M and ScanGroup always seem to maintain their lofty valuations...

Foreigners never seem to have enough of Scangroup and the move up is due to their relentless bidding.Had a good ride from 40 to 58 last year,the valuations even at that price range i could not justify.
True. I found them expensive but the price just keeps on increasing!!!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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2012
#10 Posted : Friday, March 01, 2013 11:14:15 AM
Rank: Elder

Joined: 12/9/2009
Posts: 6,592
Location: Nairobi
Annother contributor to the drop must be small new set-ups who are really giving scangroup a run for the money. Huge accounts like KPLC and KQ moved to newly formed companies not to forget that the former CEO of Ogilvy also set up a big competitor.
I don't know how the future or how to mitigate this because unlike most industries the assets for advertising is ideas ie people and the people setting up the new companies are ex-employees making it easy to move with clients.

BBI will solve it :)
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