Latest news with #NRWHoldings
Yahoo
6 days ago
- Business
- Yahoo
ASX Dividend Stocks To Consider In August 2025
As the Australian market navigates a complex landscape influenced by global tariff tensions and shifting sector performances, investors are keenly observing consumer staples and materials, which have shown resilience amid these fluctuations. In this environment, dividend stocks can offer a degree of stability and income potential, making them an attractive consideration for those looking to balance growth with reliable returns. Top 10 Dividend Stocks In Australia Name Dividend Yield Dividend Rating Super Retail Group (ASX:SUL) 7.84% ★★★★★☆ Sugar Terminals (NSX:SUG) 8.24% ★★★★★☆ Nick Scali (ASX:NCK) 3.12% ★★★★★☆ New Hope (ASX:NHC) 9.72% ★★★★★☆ MFF Capital Investments (ASX:MFF) 3.57% ★★★★★☆ Lycopodium (ASX:LYL) 6.84% ★★★★★☆ Lindsay Australia (ASX:LAU) 6.94% ★★★★★☆ IPH (ASX:IPH) 6.68% ★★★★★☆ Fiducian Group (ASX:FID) 3.94% ★★★★★☆ Accent Group (ASX:AX1) 6.83% ★★★★★☆ Click here to see the full list of 32 stocks from our Top ASX Dividend Stocks screener. Here we highlight a subset of our preferred stocks from the screener. NRW Holdings Simply Wall St Dividend Rating: ★★★★☆☆ Overview: NRW Holdings Limited, with a market cap of A$1.48 billion, offers diversified contract services to the resources and infrastructure sectors in Australia through its subsidiaries. Operations: NRW Holdings Limited generates revenue through its key segments: MET (A$853.22 million), Civil (A$776.06 million), and Mining (A$1.56 billion). Dividend Yield: 4.8% NRW Holdings offers a mixed profile for dividend investors. While its dividends are covered by earnings and cash flows, with payout ratios of 63.4% and 55.3% respectively, the company's dividend history has been volatile over the past decade, featuring significant annual drops. Despite this volatility, dividends have shown growth over ten years. Trading at good value compared to peers and industry benchmarks, NRW's current yield of 4.8% remains below Australia's top-tier payers' average of 5.87%. Unlock comprehensive insights into our analysis of NRW Holdings stock in this dividend report. Our valuation report unveils the possibility NRW Holdings' shares may be trading at a discount. Perenti Simply Wall St Dividend Rating: ★★★★☆☆ Overview: Perenti Limited is a global mining services company with a market capitalization of A$1.65 billion. Operations: Perenti Limited generates its revenue from three primary segments: Drilling Services (A$750.65 million), Contract Mining Services (A$2.50 billion), and Mining Services and Idoba (A$229.77 million). Dividend Yield: 3.9% Perenti's dividend payments are covered by earnings and cash flows, with payout ratios of 76% and 40.6% respectively, yet its dividend history has been unreliable over the past decade. Despite this volatility, dividends have increased over ten years. The company trades at a significant discount to its estimated fair value but offers a lower yield of 3.94% compared to Australia's top-tier payers' average of 5.87%. Recent corporate guidance reaffirms stable earnings expectations for fiscal year 2025. Navigate through the intricacies of Perenti with our comprehensive dividend report here. Insights from our recent valuation report point to the potential overvaluation of Perenti shares in the market. Yancoal Australia Simply Wall St Dividend Rating: ★★★★☆☆ Overview: Yancoal Australia Ltd is involved in the exploration, development, production, and marketing of metallurgical and thermal coal across various countries including Australia and several in Asia and Europe, with a market cap of A$8.31 billion. Operations: Yancoal Australia's revenue primarily comes from its coal mining operations, with A$6.18 billion generated in New South Wales and A$584 million in Queensland. Dividend Yield: 8.3% Yancoal Australia's dividend payments are covered by earnings and cash flows, with payout ratios of 56.3% and 48.1%, respectively, but have been volatile over the past seven years. Despite this instability, its dividend yield is in the top 25% of Australian payers at 8.27%. The company trades at a favorable value with a P/E ratio of 6.8x compared to the market's 18.9x, although recent results show declining sales volumes and average realized prices per tonne year-on-year. Get an in-depth perspective on Yancoal Australia's performance by reading our dividend report here. Our expertly prepared valuation report Yancoal Australia implies its share price may be lower than expected. Next Steps Delve into our full catalog of 32 Top ASX Dividend Stocks here. Hold shares in these firms? Setup your portfolio in Simply Wall St to seamlessly track your investments and receive personalized updates on your portfolio's performance. Take control of your financial future using Simply Wall St, offering free, in-depth knowledge of international markets to every investor. Ready For A Different Approach? 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:NWH ASX:PRN and ASX:YAL. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
27-07-2025
- Business
- Yahoo
Do NRW Holdings' (ASX:NWH) Earnings Warrant Your Attention?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even companies that have no revenue, no profit, and a record of falling short, can manage to find investors. Sometimes these stories can cloud the minds of investors, leading them to invest with their emotions rather than on the merit of good company fundamentals. Loss making companies can act like a sponge for capital - so investors should be cautious that they're not throwing good money after bad. In contrast to all that, many investors prefer to focus on companies like NRW Holdings (ASX:NWH), which has not only revenues, but also profits. While profit isn't the sole metric that should be considered when investing, it's worth recognising businesses that can consistently produce it. This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. How Quickly Is NRW Holdings Increasing Earnings Per Share? Generally, companies experiencing growth in earnings per share (EPS) should see similar trends in share price. So it makes sense that experienced investors pay close attention to company EPS when undertaking investment research. It certainly is nice to see that NRW Holdings has managed to grow EPS by 17% per year over three years. If growth like this continues on into the future, then shareholders will have plenty to smile about. One way to double-check a company's growth is to look at how its revenue, and earnings before interest and tax (EBIT) margins are changing. EBIT margins for NRW Holdings remained fairly unchanged over the last year, however the company should be pleased to report its revenue growth for the period of 14% to AU$3.1b. That's encouraging news for the company! The chart below shows how the company's bottom and top lines have progressed over time. Click on the chart to see the exact numbers. View our latest analysis for NRW Holdings Of course the knack is to find stocks that have their best days in the future, not in the past. You could base your opinion on past performance, of course, but you may also want to check this interactive graph of professional analyst EPS forecasts for NRW Holdings. Are NRW Holdings Insiders Aligned With All Shareholders? Insider interest in a company always sparks a bit of intrigue and many investors are on the lookout for companies where insiders are putting their money where their mouth is. This view is based on the possibility that stock purchases signal bullishness on behalf of the buyer. However, insiders are sometimes wrong, and we don't know the exact thinking behind their acquisitions. In the last twelve months NRW Holdings insiders spent AU$46k on stock; good news for shareholders. While this isn't much, we also note an absence of sales. On top of the insider buying, it's good to see that NRW Holdings insiders have a valuable investment in the business. Given insiders own a significant chunk of shares, currently valued at AU$88m, they have plenty of motivation to push the business to succeed. This would indicate that the goals of shareholders and management are one and the same. Does NRW Holdings Deserve A Spot On Your Watchlist? If you believe that share price follows earnings per share you should definitely be delving further into NRW Holdings' strong EPS growth. Not only that, but we can see that insiders both own a lot of, and are buying more shares in the company. Astute investors will want to keep this stock on watch. It is worth noting though that we have found 1 warning sign for NRW Holdings that you need to take into consideration. The good news is that NRW Holdings is not the only stock with insider buying. Here's a list of small cap, undervalued companies in AU with insider buying in the last three months! Please note the insider transactions discussed in this article refer to reportable transactions in the relevant jurisdiction. 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
03-07-2025
- Business
- Yahoo
NRW signs $109m contract with Rio Tinto for Brockman mine development
NRW Holdings has announced that its subsidiary, NRW Civil & Mining, has secured an A$167m ($109.75m) contract from Rio Tinto for work at the Brockman Syncline 1 mine development, situated within the Brockman mine hub in the Pilbara region of Western Australia. NRW will undertake the construction of earthworks, roadworks and drainage related to the primary crusher, overland conveyor and non-process infrastructure. The scope of work includes the construction of haul roads, access roads and concrete structures. The project will also involve drill and blast operations, alongside the supply and construction of a mechanically stabilised earth ROM wall, two precast concrete overpass tunnels and in-situ concrete foundations for the primary crusher. The contract is set to commence in July 2025 with a peak workforce of more than 300. The Brockman Syncline 1 project is strategically located near other NRW construction sites, including the Brockman 4 to Brockman 2 Haul Road contract and the recently completed Western Turner Northern Access Road. NRW stated: 'NRW is pleased to be awarded this project with one of the world's leading mining companies. This is another significant project that NRW will undertake for Rio Tinto and continues to build on the longstanding relationship of delivering successful projects together.' In March 2025, Rio Tinto announced plans to invest $1.8bn in the Brockman Syncline 1 mine development encompassing Brockman 4 and Greater Nammuldi. The project aims to prolong the Brockman region's lifespan and maintaining production at Rio Tinto's top-tier iron ore operations. It will have the capacity to process up to 34 million tonnes per annum (mtpa) of iron ore using existing plants. First ore from the project is anticipated in 2027. "NRW signs $109m contract with Rio Tinto for Brockman mine development" was originally created and published by Mining Technology, a GlobalData owned brand. The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site. Sign in to access your portfolio
Yahoo
27-06-2025
- Business
- Yahoo
NRW Holdings' (ASX:NWH) investors will be pleased with their solid 106% return over the last three years
By buying an index fund, investors can approximate the average market return. But many of us dare to dream of bigger returns, and build a portfolio ourselves. Just take a look at NRW Holdings Limited (ASX:NWH), which is up 73%, over three years, soundly beating the market return of 25% (not including dividends). On the other hand, the returns haven't been quite so good recently, with shareholders up just 1.0%, including dividends. Let's take a look at the underlying fundamentals over the longer term, and see if they've been consistent with shareholders 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. While the efficient markets hypothesis continues to be taught by some, it has been proven that markets are over-reactive dynamic systems, and investors are not always rational. By comparing earnings per share (EPS) and share price changes over time, we can get a feel for how investor attitudes to a company have morphed over time. NRW Holdings was able to grow its EPS at 17% per year over three years, sending the share price higher. We don't think it is entirely coincidental that the EPS growth is reasonably close to the 20% average annual increase in the share price. That suggests that the market sentiment around the company hasn't changed much over that time. Au contraire, the share price change has arguably mimicked the EPS growth. You can see how EPS has changed over time in the image below (click on the chart to see the exact values). We know that NRW Holdings has improved its bottom line lately, but is it going to grow revenue? Check if analysts think NRW Holdings will grow revenue in the future. As well as measuring the share price return, investors should also consider the total shareholder return (TSR). The TSR is a return calculation that accounts for the value of cash dividends (assuming that any dividend received was reinvested) and the calculated value of any discounted capital raisings and spin-offs. Arguably, the TSR gives a more comprehensive picture of the return generated by a stock. In the case of NRW Holdings, it has a TSR of 106% for the last 3 years. That exceeds its share price return that we previously mentioned. This is largely a result of its dividend payments! NRW Holdings shareholders gained a total return of 1.0% during the year. But that was short of the market average. It's probably a good sign that the company has an even better long term track record, having provided shareholders with an annual TSR of 17% over five years. It's quite possible the business continues to execute with prowess, even as the share price gains are slowing. 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 1 warning sign we've spotted with NRW Holdings . Of course, you might find a fantastic investment by looking elsewhere. So take a peek at this free list of companies we expect will grow earnings. Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on Australian exchanges. — Investing narratives with Fair Values A case for TSXV:USA to reach USD $5.00 - $9.00 (CAD $7.30–$12.29) by 2029. By Agricola – Community Contributor Fair Value Estimated: CA$12.29 · 0.9% Overvalued DLocal's Future Growth Fueled by 35% Revenue and Profit Margin Boosts By WynnLevi – Community Contributor Fair Value Estimated: $195.39 · 0.9% Overvalued Historically Cheap, but the Margin of Safety Is Still Thin By Mandelman – Community Contributor Fair Value Estimated: SEK232.58 · 0.2% Overvalued View more featured narratives — 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
20-05-2025
- Business
- Yahoo
3 Undervalued Small Caps With Insider Action In The Asian Market
As the Asian markets respond to the recent de-escalation in U.S.-China trade tensions, investor sentiment has been buoyed, with key indices such as China's CSI 300 and Hong Kong's Hang Seng Index experiencing gains. Amid this backdrop, small-cap stocks in Asia are garnering attention for their potential value, particularly those that exhibit strong fundamentals and have seen insider activity, suggesting confidence from within the companies themselves. Name PE PS Discount to Fair Value Value Rating Security Bank 4.4x 1.0x 40.11% ★★★★★★ Puregold Price Club 8.4x 0.4x 24.43% ★★★★★☆ East West Banking 3.1x 0.7x 36.02% ★★★★★☆ Hansen Technologies 292.9x 2.8x 22.39% ★★★★★☆ Viva Energy Group NA 0.1x 46.54% ★★★★★☆ Dicker Data 19.7x 0.7x -40.24% ★★★★☆☆ Atturra 31.8x 1.3x 29.71% ★★★★☆☆ Sing Investments & Finance 7.2x 3.7x 41.23% ★★★★☆☆ Smart Parking 74.9x 6.6x 44.55% ★★★☆☆☆ Charter Hall Long WALE REIT NA 11.7x 21.46% ★★★☆☆☆ Click here to see the full list of 65 stocks from our Undervalued Asian Small Caps With Insider Buying screener. Let's review some notable picks from our screened stocks. Simply Wall St Value Rating: ★★★☆☆☆ Overview: Arena REIT is an Australian real estate investment trust focusing on investing in social infrastructure properties, with a market cap of A$1.55 billion. Operations: The primary revenue stream is derived from its investment in real estate, with the latest reported revenue at A$102.45 million. The cost of goods sold (COGS) was A$8.37 million, resulting in a gross profit of A$94.09 million and a gross profit margin of 91.83%. Operating expenses were minimal at A$0.64 million, while non-operating expenses amounted to A$19.06 million, contributing to a net income of A$74.38 million with a net income margin of 72.60%. PE: 20.7x Arena REIT, a smaller player in Asia's investment landscape, has caught attention due to its perceived undervaluation. Recent insider confidence is evident with share purchases over the past year. The company announced a quarterly dividend of A$0.046 per stapled security for March 2025, signaling stable cash flow management. Despite relying solely on external borrowing, Arena's earnings are projected to grow by 8% annually, suggesting potential for future growth amidst its riskier funding profile. Navigate through the intricacies of Arena REIT with our comprehensive valuation report here. Explore historical data to track Arena REIT's performance over time in our Past section. Simply Wall St Value Rating: ★★★★★★ Overview: NRW Holdings is an Australian company specializing in civil, mining, and urban infrastructure services with a market cap of A$1.25 billion. Operations: NRW Holdings generates revenue primarily from its Mining, MET, and Civil segments, with Mining being the largest contributor at A$1.56 billion. The company's gross profit margin has shown a trend of gradual increase, reaching 48.10% in recent periods. Operating expenses are significant and include general and administrative costs as a major component. PE: 10.8x NRW Holdings, a small company in the construction and mining services industry, recently reported sales of A$1.65 billion for the half-year ending December 2024, up from A$1.43 billion the previous year. Net income increased to A$51.69 million from A$41.64 million, indicating financial growth despite relying on external borrowing for funding. Insider confidence is evident with recent share purchases by executives, suggesting optimism about future prospects. With earnings projected to grow annually by 7.52%, NRW's strategic positioning and leadership changes could drive further value creation in the sector. Click here and access our complete valuation analysis report to understand the dynamics of NRW Holdings. Review our historical performance report to gain insights into NRW Holdings''s past performance. Simply Wall St Value Rating: ★★★★★☆ Overview: Puregold Price Club operates a chain of supermarkets in the Philippines, focusing on providing a wide range of consumer goods and services, with a market capitalization of approximately ₱116.42 billion. Operations: PGOLD's revenue is primarily derived from its sales, with a noticeable increase over time, reaching ₱224.27 billion by March 2025. The cost of goods sold (COGS) also shows a rising trend, impacting the gross profit margin which fluctuated around 17% in recent periods. Operating expenses include significant allocations to general and administrative costs and depreciation & amortization. The net income margin has varied but was approximately 4.72% as of March 2025, reflecting the company's ability to manage costs relative to its revenue growth. PE: 8.4x Puregold Price Club, a smaller player in the Asian retail sector, showcases potential with its recent financial performance. For 2024, sales increased to PHP 219.2 billion and net income rose to PHP 10.4 billion from the previous year. Despite relying on external borrowing for funding, which carries higher risk compared to customer deposits, insider confidence is evident with share purchases by management in early 2025. Recent amendments to company bylaws suggest strategic shifts that could influence future growth and stability within its market niche. Take a closer look at Puregold Price Club's potential here in our valuation report. Assess Puregold Price Club's past performance with our detailed historical performance reports. Dive into all 65 of the Undervalued Asian Small Caps With Insider Buying we have identified here. Are you invested in these stocks already? Keep abreast of every twist and turn by setting up a portfolio with Simply Wall St, where we make it simple for investors like you to stay informed and proactive. Maximize your investment potential with Simply Wall St, the comprehensive app that offers global market insights for free. 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:ARF ASX:NWH and PSE:PGOLD. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Sign in to access your portfolio
