by Gerhard Engelbrecht | Mar 6, 2026 | Retail
by Rowan Goeller | May 24, 2024 | Retail
by Rowan Goeller | Mar 11, 2024 | Construction and Basic Materials, Retail
Key message: We did some on the ground market research – until meaningful demand recovery occurs, margins are likely to stay low. Cashbuild released 1H FY24 results. Diluted HEPS declined 22% to 550c and a final dividend of 325c was declared. P&L goodwill and...
by Rowan Goeller | Feb 23, 2024 | Retail
by Rowan Goeller | Mar 16, 2022 | Construction and Basic Materials, Retail
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. Cashbuild released 1H FY22 results. Diluted...
