Latest news with #Infomedia
Yahoo
05-06-2025
- Business
- Yahoo
Exploring 3 Undervalued Small Caps In The Asian Market With Insider Action
As global markets navigate the complexities of trade policies and fluctuating inflation rates, Asian small-cap stocks have become a focal point for investors seeking opportunities amidst broader market uncertainties. With smaller-cap indexes posting positive returns despite lagging behind larger peers, identifying promising small-cap stocks in Asia involves examining factors such as insider activity and potential undervaluation in light of current economic indicators and market sentiment. Name PE PS Discount to Fair Value Value Rating Security Bank 4.4x 1.0x 36.76% ★★★★★★ East West Banking 3.1x 0.7x 33.64% ★★★★★☆ Lion Rock Group 5.0x 0.4x 49.88% ★★★★☆☆ China XLX Fertiliser 4.3x 0.3x 10.85% ★★★★☆☆ Atturra 28.0x 1.2x 33.88% ★★★★☆☆ Sing Investments & Finance 7.3x 3.7x 39.24% ★★★★☆☆ Dicker Data 18.6x 0.6x -14.29% ★★★☆☆☆ Integral Diagnostics 153.9x 1.8x 35.41% ★★★☆☆☆ AInnovation Technology Group NA 2.3x 48.63% ★★★☆☆☆ Tabcorp Holdings NA 0.7x -27.48% ★★★☆☆☆ Click here to see the full list of 63 stocks from our Undervalued Asian Small Caps With Insider Buying screener. Let's take a closer look at a couple of our picks from the screened companies. Simply Wall St Value Rating: ★★★★★☆ Overview: Infomedia is a company that specializes in providing software solutions and services for the automotive industry, with a market capitalization of A$500 million. Operations: Infomedia's revenue has grown from A$57.14 million to A$142.41 million over the observed period, primarily driven by its publishing segment. The company's gross profit margin consistently remains around 95%, indicating a strong ability to generate profit relative to its cost of goods sold. Operating expenses, including sales and marketing, R&D, and general & administrative costs, have increased alongside revenue but at a slower pace than gross profit growth. Net income margins show variability but generally trend upwards from approximately 21% to over 11%, reflecting changes in operational efficiency and expense management strategies over time. PE: 29.2x Infomedia, a tech-focused company in Asia, is gaining attention due to its current valuation. Recent insider confidence is evident as executives have been purchasing shares over the past six months. Despite recent leadership changes following Mr. Jon Brett's resignation in March 2025 due to health reasons, the company remains on track with earnings projected to grow by nearly 20% annually. However, reliance on external borrowing poses a risk factor for investors considering this stock's potential future growth trajectory. Click here to discover the nuances of Infomedia with our detailed analytical valuation report. Evaluate Infomedia's historical performance by accessing our past performance report. Simply Wall St Value Rating: ★★★☆☆☆ Overview: Stride Property Group operates as a property investment and management company in New Zealand, with a market capitalization of NZ$1.05 billion. Operations: Stride Property Group generates revenue primarily from its SPL and SIML segments, with SPL contributing NZ$86.39 million and SIML adding NZ$31.28 million. The company has experienced fluctuations in its gross profit margin, which was 79.32% as of the latest period ending in June 2025. Operating expenses have remained a significant part of the cost structure, impacting overall profitability alongside non-operating expenses that have varied over time. PE: 28.9x Stride Property Group, a smaller player in the market, showcases potential for growth with earnings forecasted to increase by 15.06% annually. Despite relying on external borrowing, their recent financials reveal a turnaround: net income improved to NZ$21.65 million from a prior loss of NZ$56.12 million. Insider confidence is evident with recent share purchases, suggesting optimism about future prospects. However, large one-off items have impacted results and should be considered when evaluating its value proposition. Unlock comprehensive insights into our analysis of Stride Property Group stock in this valuation report. Gain insights into Stride Property Group's past trends and performance with our Past report. Simply Wall St Value Rating: ★★★☆☆☆ Overview: Far East Orchard is a diversified company engaged in property investment, hospitality operations, hospitality management services, and student accommodation, with a market capitalization of approximately SGD 0.51 billion. Operations: The company generates revenue primarily from Hospitality Operations, Hospitality Management Services, Hospitality Property Ownership, and Property segments. The gross profit margin showed an upward trend, reaching 49.60% by the end of 2024. Operating expenses include significant allocations to General & Administrative and Sales & Marketing expenses. PE: 8.3x Far East Orchard, a smaller Asian company, is navigating through strategic shifts and financial challenges. Recently, they terminated a joint venture aimed at expanding in China's hospitality sector due to unmet objectives post-COVID-19 recovery. Despite this, the company remains on the lookout for other growth opportunities. Their acquisition of a Manchester site for student accommodation development reflects this ambition. The recent appointment of Deloitte & Touche as auditors signals potential changes in financial oversight. Take a closer look at Far East Orchard's potential here in our valuation report. Learn about Far East Orchard's historical performance. Navigate through the entire inventory of 63 Undervalued Asian Small Caps With Insider Buying here. Have you diversified into these companies? Leverage the power of Simply Wall St's portfolio to keep a close eye on market movements affecting your investments. Join a community of smart investors by using Simply Wall St. It's free and delivers expert-level analysis on worldwide markets. Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. Find companies with promising cash flow potential yet trading below their fair value. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include ASX:IFM NZSE:SPG and SGX:O10. Have feedback on this article? Concerned about the content? with us directly. 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Yahoo
27-05-2025
- Business
- Yahoo
Infomedia (ASX:IFM) investors are sitting on a loss of 19% if they invested three years ago
In order to justify the effort of selecting individual stocks, it's worth striving to beat the returns from a market index fund. But its virtually certain that sometimes you will buy stocks that fall short of the market average returns. We regret to report that long term Infomedia Ltd (ASX:IFM) shareholders have had that experience, with the share price dropping 26% in three years, versus a market return of about 26%. And over the last year the share price fell 23%, so we doubt many shareholders are delighted. Since shareholders are down over the longer term, lets look at the underlying fundamentals over the that time and see if they've been consistent with returns. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. To paraphrase Benjamin Graham: Over the short term the market is a voting machine, but over the long term it's a weighing machine. One flawed but reasonable way to assess how sentiment around a company has changed is to compare the earnings per share (EPS) with the share price. During the unfortunate three years of share price decline, Infomedia actually saw its earnings per share (EPS) improve by 16% per year. Given the share price reaction, one might suspect that EPS is not a good guide to the business performance during the period (perhaps due to a one-off loss or gain). Or else the company was over-hyped in the past, and so its growth has disappointed. It's worth taking a look at other metrics, because the EPS growth doesn't seem to match with the falling share price. We note that, in three years, revenue has actually grown at a 8.5% annual rate, so that doesn't seem to be a reason to sell shares. It's probably worth investigating Infomedia further; while we may be missing something on this analysis, there might also be an opportunity. You can see how earnings and revenue have changed over time in the image below (click on the chart to see the exact values). We like that insiders have been buying shares in the last twelve months. Having said that, most people consider earnings and revenue growth trends to be a more meaningful guide to the business. If you are thinking of buying or selling Infomedia stock, you should check out this free report showing analyst profit forecasts. As well as measuring the share price return, investors should also consider the total shareholder return (TSR). Whereas the share price return only reflects the change in the share price, the TSR includes the value of dividends (assuming they were reinvested) and the benefit of any discounted capital raising or spin-off. It's fair to say that the TSR gives a more complete picture for stocks that pay a dividend. In the case of Infomedia, it has a TSR of -19% for the last 3 years. That exceeds its share price return that we previously mentioned. And there's no prize for guessing that the dividend payments largely explain the divergence! While the broader market gained around 10% in the last year, Infomedia shareholders lost 21% (even including dividends). Even the share prices of good stocks drop sometimes, but we want to see improvements in the fundamental metrics of a business, before getting too interested. Unfortunately, last year's performance may indicate unresolved challenges, given that it was worse than the annualised loss of 2% over the last half decade. Generally speaking long term share price weakness can be a bad sign, though contrarian investors might want to research the stock in hope of a turnaround. I find it very interesting to look at share price over the long term as a proxy for business performance. But to truly gain insight, we need to consider other information, too. To that end, you should be aware of the 2 warning signs we've spotted with Infomedia . There are plenty of other companies that have insiders buying up shares. You probably do not want to miss this free list of undervalued small cap companies that insiders are buying. Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on Australian exchanges. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Yahoo
06-03-2025
- Business
- Yahoo
Insider Spends AU$140k Buying More Shares In Infomedia
Whilst it may not be a huge deal, we thought it was good to see that the Infomedia Ltd (ASX:IFM) CEO, MD & Director, Jens Monsees, recently bought AU$140k worth of stock, for AU$1.44 per share. While we're hesitant to get too excited about a purchase of that size, we do note it increased their holding by a solid 23%. See our latest analysis for Infomedia Notably, that recent purchase by Jens Monsees is the biggest insider purchase of Infomedia shares that we've seen in the last year. That means that an insider was happy to buy shares at above the current price of AU$1.35. Their view may have changed since then, but at least it shows they felt optimistic at the time. We always take careful note of the price insiders pay when purchasing shares. Generally speaking, it catches our eye when insiders have purchased shares at above current prices, as it suggests they believed the shares were worth buying, even at a higher price. In the last twelve months Infomedia insiders were buying shares, but not selling. You can see the insider transactions (by companies and individuals) over the last year depicted in the chart below. By clicking on the graph below, you can see the precise details of each insider transaction! There are plenty of other companies that have insiders buying up shares. You probably do not want to miss this free list of undervalued small cap companies that insiders are buying. Another way to test the alignment between the leaders of a company and other shareholders is to look at how many shares they own. A high insider ownership often makes company leadership more mindful of shareholder interests. From looking at our data, insiders own AU$7.4m worth of Infomedia stock, about 1.5% of the company. We prefer to see high levels of insider ownership. It's certainly positive to see the recent insider purchase. We also take confidence from the longer term picture of insider transactions. We would certainly prefer see higher levels of insider ownership but analysis of the insider transactions suggests that Infomedia insiders are expecting a bright future. So while it's helpful to know what insiders are doing in terms of buying or selling, it's also helpful to know the risks that a particular company is facing. At Simply Wall St, we found 2 warning signs for Infomedia that deserve your attention before buying any shares. But note: Infomedia may not be the best stock to buy. So take a peek at this free list of interesting companies with high ROE and low debt. For the purposes of this article, insiders are those individuals who report their transactions to the relevant regulatory body. We currently account for open market transactions and private dispositions of direct interests only, but not derivative transactions or indirect interests. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Sign in to access your portfolio
Yahoo
02-03-2025
- Business
- Yahoo
Asian Market's Top 3 Undervalued Small Caps With Insider Action
As global markets navigate through a period of economic uncertainty, Asian small-cap stocks present intriguing opportunities amidst broader market volatility. With key indices like the S&P MidCap 400 and Russell 2000 experiencing fluctuations, investors may find potential in identifying stocks that exhibit strong fundamentals and insider activity, suggesting confidence in their future prospects. Name PE PS Discount to Fair Value Value Rating Infomedia 32.0x 3.6x 34.80% ★★★★★★ Security Bank 5.3x 1.2x 32.03% ★★★★★☆ Puregold Price Club 9.0x 0.4x 25.55% ★★★★★☆ Autosports Group 10.3x 0.1x 27.68% ★★★★★☆ Champion Iron 19.6x 1.7x 41.20% ★★★★☆☆ Dicker Data 19.0x 0.7x -22.40% ★★★☆☆☆ Fenix Resources 15.4x 0.8x 15.77% ★★★☆☆☆ Yixin Group 9.1x 0.9x -279.13% ★★★☆☆☆ HBM Holdings 22.9x 6.7x 0.78% ★★★☆☆☆ Tabcorp Holdings NA 0.7x -42.51% ★★★☆☆☆ Click here to see the full list of 41 stocks from our Undervalued Asian Small Caps With Insider Buying screener. Underneath we present a selection of stocks filtered out by our screen. Simply Wall St Value Rating: ★★★★★★ Overview: FleetPartners Group is a company that specializes in vehicle leasing and fleet management services, with a market capitalization of A$1.2 billion. Operations: FleetPartners Group derives its revenue primarily from its core operations, with a notable focus on managing costs. The company's gross profit margin showed an upward trend initially, reaching 42.28% by September 2017 before experiencing fluctuations and settling at 29.20% by March 2025. Operating expenses have been a significant component of the cost structure, with general and administrative expenses consistently being the largest portion within this category over time. PE: 7.3x FleetPartners Group, a small cap in Asia, is navigating financial challenges with its reliance on external borrowing, making it riskier compared to firms with customer deposits. Despite this, insider confidence is evident as they purchased shares from October 2024 to January 2025. The company has extended its buyback plan until March 31, 2025. However, earnings are expected to decline by an average of 5.2% annually over the next three years. Click here to discover the nuances of FleetPartners Group with our detailed analytical valuation report. Learn about FleetPartners Group's historical performance. Simply Wall St Value Rating: ★★★★★★ Overview: Infomedia is a company specializing in the publishing of periodicals, with operations generating A$142.41 million in revenue. Operations: The company generates revenue primarily from publishing periodicals, with a reported revenue of A$142.41 million in the latest period. Operating expenses are significant, with general and administrative costs being a major component at A$71.36 million. The net income margin shows variability, reaching 11.16% recently, reflecting changes in profitability over time. PE: 32.0x Infomedia, a small cap in Asia, shows potential with earnings expected to grow 21.17% annually. Despite relying on external borrowing for funding, the company reported an increase in net income to A$8.33 million for the half year ending December 31, 2024. Insider confidence is evident from recent share repurchase plans announced on February 18, 2025, aiming to buy back up to 18.79 million shares by March 2, 2026. This strategic move could enhance shareholder value amidst its ongoing growth trajectory and acquisition discussions with Intellegam GmbH. Dive into the specifics of Infomedia here with our thorough valuation report. Explore historical data to track Infomedia's performance over time in our Past section. Simply Wall St Value Rating: ★★★★★★ Overview: Jumbo Interactive is a company that operates in the lottery industry, providing services such as managed services, lottery retailing, and software-as-a-service (SaaS), with a focus on digital platforms; it has a market capitalization of A$1.31 billion. Operations: Jumbo Interactive generates revenue primarily from Lottery Retailing (A$116.31 million), Managed Services (A$25.10 million), and Software-As-A-Service (SaaS) offerings (A$47.86 million). The company's gross profit margin has shown a decreasing trend, reaching 80.36% as of December 2024, while its net income margin was 27.08% in the same period. PE: 17.4x Jumbo Interactive, a player in the Asian small-cap space, is navigating through a period of strategic realignment. With an eye on acquisitions and investments, they're targeting B2C opportunities for growth. Despite reporting lower sales (A$66.13 million) and net income (A$17.86 million) for H1 2025 compared to last year, insider confidence is evident as founder Mike Veverka acquired 6,900 shares worth A$94,813 in February 2025. The company also maintains flexibility with its balance sheet while managing risks associated with external funding sources. Get an in-depth perspective on Jumbo Interactive's performance by reading our valuation report here. Evaluate Jumbo Interactive's historical performance by accessing our past performance report. Access the full spectrum of 41 Undervalued Asian Small Caps With Insider Buying by clicking on this link. Invested in any of these stocks? Simplify your portfolio management with Simply Wall St and stay ahead with our alerts for any critical updates on your stocks. Simply Wall St is a revolutionary app designed for long-term stock investors, it's free and covers every market in the world. Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. Find companies with promising cash flow potential yet trading below their fair value. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include ASX:FPR ASX:IFM and ASX:JIN. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Sign in to access your portfolio
Yahoo
28-02-2025
- Business
- Yahoo
We Think Infomedia's (ASX:IFM) Robust Earnings Are Conservative
Infomedia Ltd (ASX:IFM) just reported healthy earnings but the stock price didn't move much. Our analysis suggests that investors might be missing some promising details. See our latest analysis for Infomedia As finance nerds would already know, the accrual ratio from cashflow is a key measure for assessing how well a company's free cash flow (FCF) matches its profit. The accrual ratio subtracts the FCF from the profit for a given period, and divides the result by the average operating assets of the company over that time. You could think of the accrual ratio from cashflow as the 'non-FCF profit ratio'. As a result, a negative accrual ratio is a positive for the company, and a positive accrual ratio is a negative. That is not intended to imply we should worry about a positive accrual ratio, but it's worth noting where the accrual ratio is rather high. That's because some academic studies have suggested that high accruals ratios tend to lead to lower profit or less profit growth. Infomedia has an accrual ratio of -0.20 for the year to December 2024. That implies it has very good cash conversion, and that its earnings in the last year actually significantly understate its free cash flow. To wit, it produced free cash flow of AU$29m during the period, dwarfing its reported profit of AU$15.9m. Infomedia shareholders are no doubt pleased that free cash flow improved over the last twelve months. Having said that, there is more to the story. We can see that unusual items have impacted its statutory profit, and therefore the accrual ratio. That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. Infomedia's profit was reduced by unusual items worth AU$7.3m in the last twelve months, and this helped it produce high cash conversion, as reflected by its unusual items. This is what you'd expect to see where a company has a non-cash charge reducing paper profits. While deductions due to unusual items are disappointing in the first instance, there is a silver lining. We looked at thousands of listed companies and found that unusual items are very often one-off in nature. And that's hardly a surprise given these line items are considered unusual. If Infomedia doesn't see those unusual expenses repeat, then all else being equal we'd expect its profit to increase over the coming year. Considering both Infomedia's accrual ratio and its unusual items, we think its statutory earnings are unlikely to exaggerate the company's underlying earnings power. Based on these factors, we think Infomedia's underlying earnings potential is as good as, or probably even better, than the statutory profit makes it seem! So if you'd like to dive deeper into this stock, it's crucial to consider any risks it's facing. Every company has risks, and we've spotted 2 warning signs for Infomedia you should know about. Our examination of Infomedia has focussed on certain factors that can make its earnings look better than they are. And it has passed with flying colours. But there is always more to discover if you are capable of focussing your mind on minutiae. For example, many people consider a high return on equity as an indication of favorable business economics, while others like to 'follow the money' and search out stocks that insiders are buying. While it might take a little research on your behalf, you may find this free collection of companies boasting high return on equity, or this list of stocks with significant insider holdings to be useful. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Sign in to access your portfolio
