PACT GROUP HOLDINGS LIMITED (PGH)
Share Price Analysis and Chart

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PGH - PACT GROUP HOLDINGS LIMITED

FNArena Sector : Paper & Packaging
Year End: June
GICS Industry Group : Materials
Index: ASX300 | ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$2.56

29 Nov
2021

-0.370

OPEN

$2.91

-12.63%

HIGH

$2.99

1,996,787

LOW

$2.50

TARGET
$3.675

-0.35 change from previous day

 43.6% upside
Franking for last dividend paid out: 65%
OTHER COMPANIES IN THE SAME SECTOR
AMC . ORA . SES .
FNARENA'S MARKET CONSENSUS FORECASTS
PGH: 1
Title FY20
Actual		 FY21
Actual		 FY22
Forecast		 FY23
Forecast
EPS (cps) xxx 25.5 24.6 xxx
DPS (cps) xxx 11.0 10.6 xxx
EPS Growth xxx - 1.5% - 3.3% xxx
DPS Growth xxx 100.0% - 3.6% xxx
PE Ratio xxx N/A 10.8 xxx
Dividend Yield xxx N/A 4.0% xxx
Div Pay Ratio(%) xxx 43.2% 43.1% xxx

Dividend yield today if purchased 3 years ago: 3.21%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 4.15

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 26/08 - ex-div 6c (franking 65%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2021 FactSet UK Limited. All rights reserved
Title 201620172018201920202021
EPS Basic xxxxxxxxxxxxxxx25.5
DPS All xxxxxxxxxxxxxxx11.0
Sales/Revenue xxxxxxxxxxxxxxx1,761.6 M
Book Value Per Share xxxxxxxxxxxxxxx125.5
Net Operating Cash Flow xxxxxxxxxxxxxxx221.0 M
Net Profit Margin xxxxxxxxxxxxxxx4.97 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201620172018201920202021
Return on Capital Employed xxxxxxxxxxxxxxx21.76 %
Return on Invested Capital xxxxxxxxxxxxxxx5.98 %
Return on Assets xxxxxxxxxxxxxxx4.10 %
Return on Equity xxxxxxxxxxxxxxx21.76 %
Return on Total Capital xxxxxxxxxxxxxxx10.66 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx115.2 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

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EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.3

No. Of Recommendations

4
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Macquarie

xx/xx/xxxx

3

xxxxxxxxx xx xxxxxxx xxxx xxxxxxxxxx

$xx.xx

xx.xx%

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Credit Suisse

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Morgan Stanley

30/11/2021

5

Underweight

$3.30

28.91%

Pact Group's trading update indicated packaging/materials handling volumes are in line with expectation and margins are being managed despite increased raw material and freight costs, Morgan Stanley notes.

Contract Manufacturing Solutions has seen lower demand due to lockdowns, and higher input costs. Management expects demand to pick up in packaging in the second half and CMS demand to improve slightly, with margins remaining challenged.

CMS underperformance is disappointing and the broker has long questioned the quality of the business. Margin pressure in packaging is greater than feared. Underweight and $3.30 target retained. Industry view: In-Line.

FORECAST
Morgan Stanley forecasts a full year FY22 dividend of 12.00 cents and EPS of 27.00 cents.
Morgan Stanley forecasts a full year FY23 dividend of 13.00 cents and EPS of 28.00 cents.

Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

(xx/xx/xxxx)

xx.xx%

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Access Stockbroker Research History >

PGH STOCK CHART

FNArena News on PGH

1
Australian Broker Call *Extra* Edition – Nov 10, 2021

Nov 10 2021 - Daily Market Reports
2
Rudi’s View: Bonds Versus Earnings

Nov 04 2021 - Rudi's View
3
Weekly Ratings, Targets, Forecast Changes – 15-10-21

Oct 18 2021 - Weekly Reports
4
Weekly Ratings, Targets, Forecast Changes – 20-08-21

Aug 23 2021 - Weekly Reports
5
FNArena Corporate Results Monitor – 19-08-2021

Aug 19 2021 - Australia

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