MONADELPHOUS GROUP LIMITED (MND)
Share Price Analysis and Chart

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MND - MONADELPHOUS GROUP LIMITED

FNArena Sector : Mining Sector Contracting
Year End: June
GICS Industry Group : Capital Goods
Index: ASX200 | ASX300 | ALL-ORDS

Monadelphous is an Australian engineering company providing construction, maintenance and industrial services to the resource, energy and infrastructure sectors. Formed in 1989, it listed on the ASX in 1991.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$10.90

05 Mar
2021

-0.180

OPEN

$11.00

-1.62%

HIGH

$11.00

309,454

LOW

$10.72

TARGET
$12.68 16.3% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
AAX . ALQ . ARI . BLY . CDD . DOW . EHL . IPL . LCM . MAH . MIN . NWH . ORI . RCR . SDM . SVW . HDX . MSV . PRN . RAN . DCG . ANG . GNG . RUL . MAD . PGX . IMD . LYL . MYE . SXE . CDA . XRF . MLD . CXL . SRG . LBL .
MARKET CONSENSUS FORECAST
MND: 1
Title FY19
Actual
FY20
Actual
FY21
Forecast
FY22
Forecast
EPS (cps) xxx 38.7 60.1 xxx
DPS (cps) xxx 35.0 43.7 xxx
EPS Growth xxx - 28.1% 55.6% xxx
DPS Growth xxx - 27.1% 24.8% xxx
PE Ratio xxx N/A 18.1 xxx
Dividend Yield xxx N/A 4.0% xxx
Div Pay Ratio(%) xxx 90.6% 72.6% xxx

Dividend yield today if purchased 3 years ago: 2.39%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

3.21

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: 04/03 - 24c (100%)

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.3

No. Of Recommendations

6
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Credit Suisse

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Morgan Stanley

24/02/2021

3

Equal-weight

$13.00

19.27%

Monadelphous Group's first half net profit of $32m beat Morgan Stanley's expected $26m driven by higher revenue and similar operating income margins although operating cash was weaker. The dividend payout was near 72% for the half.

Iron ore presents a pipeline of opportunities, notes the broker, as can be seen in the recent contract wins. Monadelphous also expects new opportunities to emerge in lithium, gold and copper.

The group notes personnel costs are rising and that there is some uncertainty as to how much of this can be sought from the customer, indicating at-risk margins over the next 12 months.

Equal-weight rating with a target price rising to $13 from $11.4. Industry view: In-line.

FORECAST
Morgan Stanley forecasts a full year FY21 dividend of 46.51 cents and EPS of 60.00 cents.
Morgan Stanley forecasts a full year FY22 dividend of 60.96 cents and EPS of 70.00 cents.

Ord Minnett

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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MND STOCK CHART