Latest news with #SGHLimited
Yahoo
07-07-2025
- Business
- Yahoo
SGH's (ASX:SGH) five-year total shareholder returns outpace the underlying earnings growth
The worst result, after buying shares in a company (assuming no leverage), would be if you lose all the money you put in. But when you pick a company that is really flourishing, you can make more than 100%. For example, the SGH Limited (ASX:SGH) share price has soared 206% in the last half decade. Most would be very happy with that. It's also good to see the share price up 19% over the last quarter. But this could be related to the strong market, which is up 13% in the last three months. In light of the stock dropping 4.1% in the past week, we want to investigate the longer term story, and see if fundamentals have been the driver of the company's positive five-year return. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. 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 way to examine how market sentiment has changed over time is to look at the interaction between a company's share price and its earnings per share (EPS). During five years of share price growth, SGH achieved compound earnings per share (EPS) growth of 29% per year. This EPS growth is reasonably close to the 25% average annual increase in the share price. This indicates that investor sentiment towards the company has not changed a great deal. In fact, the share price seems to largely reflect the EPS growth. You can see below how EPS has changed over time (discover the exact values by clicking on the image). 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. This free interactive report on SGH's earnings, revenue and cash flow is a great place to start, if you want to investigate the stock further. 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. Arguably, the TSR gives a more comprehensive picture of the return generated by a stock. We note that for SGH the TSR over the last 5 years was 236%, which is better than the share price return mentioned above. And there's no prize for guessing that the dividend payments largely explain the divergence! It's good to see that SGH has rewarded shareholders with a total shareholder return of 44% in the last twelve months. And that does include the dividend. Since the one-year TSR is better than the five-year TSR (the latter coming in at 27% per year), it would seem that the stock's performance has improved in recent times. Given the share price momentum remains strong, it might be worth taking a closer look at the stock, lest you miss an opportunity. It's always interesting to track share price performance over the longer term. But to understand SGH better, we need to consider many other factors. For example, we've discovered 1 warning sign for SGH that you should be aware of before investing here. SGH is not the only stock that insiders are buying. For those who like to find lesser know companies this free list of growing companies with recent insider purchasing, could be just the ticket. 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 Suncorp's Next Chapter: Insurance-Only and Ready to Grow By Robbo – Community Contributor Fair Value Estimated: A$22.83 · 0.1% Overvalued Thyssenkrupp Nucera Will Achieve Double-Digit Profits by 2030 Boosted by Hydrogen Growth By Chris1 – Community Contributor Fair Value Estimated: €14.40 · 0.3% Overvalued Tesla's Nvidia Moment – The AI & Robotics Inflection Point By BlackGoat – Community Contributor Fair Value Estimated: $359.72 · 0.1% 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. 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
AU Financial Review
01-07-2025
- Business
- AU Financial Review
Boral chief executive Vik Bansal to step down, join SGH board
Boral chief executive Vik Bansal will step down from the building materials giant next year and join the board of SGH Limited, the Stokes family-controlled conglomerate that took the business private 12 months ago. Bansal has been a high-profile chief executive for a decade, having run Cleanaway Waste Management and InfraBuild, the steel distribution and manufacturing business owned by British industrialist Sanjeev Gupta. He was hired to run Boral, the country's largest ASX-listed construction materials company, by SGH chief executive Ryan Stokes in 2022.
AU Financial Review
25-05-2025
- Business
- AU Financial Review
Billionaire Stokes family check out the up-for-sale Whyalla steel mill
The billionaire Stokes family's listed investment vehicle has taken an interest in the Whyalla steelworks, once owned by British industrialist Sanjeev Gupta and in the hands of administrators since the South Australian government moved in and seized control of the plant in February. That interest from SGH Limited, a $20.6 billion conglomerate which owns Boral and other big industrial plays, came in the form of a recent visit to the steel mill north-west of Adelaide by chief executive Ryan Stokes and chief financial officer Richard Richards.
Yahoo
08-04-2025
- Business
- Yahoo
Both public companies who control a good portion of Seven West Media Limited (ASX:SWM) along with institutions must be dismayed after last week's 16% decrease
Significant control over Seven West Media by public companies implies that the general public has more power to influence management and governance-related decisions A total of 2 investors have a majority stake in the company with 50% ownership Institutions own 35% of Seven West Media Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. Every investor in Seven West Media Limited (ASX:SWM) should be aware of the most powerful shareholder groups. We can see that public companies own the lion's share in the company with 41% ownership. Put another way, the group faces the maximum upside potential (or downside risk). While institutions, who own 35% shares weren't spared from last week's AU$38m market cap drop, public companies as a group suffered the maximum losses In the chart below, we zoom in on the different ownership groups of Seven West Media. See our latest analysis for Seven West Media Institutional investors commonly compare their own returns to the returns of a commonly followed index. So they generally do consider buying larger companies that are included in the relevant benchmark index. We can see that Seven West Media does have institutional investors; and they hold a good portion of the company's stock. This suggests some credibility amongst professional investors. But we can't rely on that fact alone since institutions make bad investments sometimes, just like everyone does. When multiple institutions own a stock, there's always a risk that they are in a 'crowded trade'. When such a trade goes wrong, multiple parties may compete to sell stock fast. This risk is higher in a company without a history of growth. You can see Seven West Media's historic earnings and revenue below, but keep in mind there's always more to the story. Hedge funds don't have many shares in Seven West Media. Looking at our data, we can see that the largest shareholder is SGH Limited with 40% of shares outstanding. For context, the second largest shareholder holds about 9.9% of the shares outstanding, followed by an ownership of 6.0% by the third-largest shareholder. After doing some more digging, we found that the top 2 shareholders collectively control more than half of the company's shares, implying that they have considerable power to influence the company's decisions. While studying institutional ownership for a company can add value to your research, it is also a good practice to research analyst recommendations to get a deeper understand of a stock's expected performance. Quite a few analysts cover the stock, so you could look into forecast growth quite easily. The definition of an insider can differ slightly between different countries, but members of the board of directors always count. The company management answer to the board and the latter should represent the interests of shareholders. Notably, sometimes top-level managers are on the board themselves. Insider ownership is positive when it signals leadership are thinking like the true owners of the company. However, high insider ownership can also give immense power to a small group within the company. This can be negative in some circumstances. We can report that insiders do own shares in Seven West Media Limited. It has a market capitalization of just AU$208m, and insiders have AU$4.9m worth of shares, in their own names. Some would say this shows alignment of interests between shareholders and the board, though we generally prefer to see bigger insider holdings. But it might be worth checking if those insiders have been selling. The general public, who are usually individual investors, hold a 20% stake in Seven West Media. While this size of ownership may not be enough to sway a policy decision in their favour, they can still make a collective impact on company policies. It appears to us that public companies own 41% of Seven West Media. It's hard to say for sure but this suggests they have entwined business interests. This might be a strategic stake, so it's worth watching this space for changes in ownership. It's always worth thinking about the different groups who own shares in a company. But to understand Seven West Media better, we need to consider many other factors. Consider for instance, the ever-present spectre of investment risk. We've identified 3 warning signs with Seven West Media (at least 1 which makes us a bit uncomfortable) , and understanding them should be part of your investment process. Ultimately the future is most important. You can access this free report on analyst forecasts for the company . NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures. 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. 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Yahoo
07-04-2025
- Business
- Yahoo
Both public companies who control a good portion of Seven West Media Limited (ASX:SWM) along with institutions must be dismayed after last week's 16% decrease
Significant control over Seven West Media by public companies implies that the general public has more power to influence management and governance-related decisions A total of 2 investors have a majority stake in the company with 50% ownership Institutions own 35% of Seven West Media Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. Every investor in Seven West Media Limited (ASX:SWM) should be aware of the most powerful shareholder groups. We can see that public companies own the lion's share in the company with 41% ownership. Put another way, the group faces the maximum upside potential (or downside risk). While institutions, who own 35% shares weren't spared from last week's AU$38m market cap drop, public companies as a group suffered the maximum losses In the chart below, we zoom in on the different ownership groups of Seven West Media. See our latest analysis for Seven West Media Institutional investors commonly compare their own returns to the returns of a commonly followed index. So they generally do consider buying larger companies that are included in the relevant benchmark index. We can see that Seven West Media does have institutional investors; and they hold a good portion of the company's stock. This suggests some credibility amongst professional investors. But we can't rely on that fact alone since institutions make bad investments sometimes, just like everyone does. When multiple institutions own a stock, there's always a risk that they are in a 'crowded trade'. When such a trade goes wrong, multiple parties may compete to sell stock fast. This risk is higher in a company without a history of growth. You can see Seven West Media's historic earnings and revenue below, but keep in mind there's always more to the story. Hedge funds don't have many shares in Seven West Media. Looking at our data, we can see that the largest shareholder is SGH Limited with 40% of shares outstanding. For context, the second largest shareholder holds about 9.9% of the shares outstanding, followed by an ownership of 6.0% by the third-largest shareholder. After doing some more digging, we found that the top 2 shareholders collectively control more than half of the company's shares, implying that they have considerable power to influence the company's decisions. While studying institutional ownership for a company can add value to your research, it is also a good practice to research analyst recommendations to get a deeper understand of a stock's expected performance. Quite a few analysts cover the stock, so you could look into forecast growth quite easily. The definition of an insider can differ slightly between different countries, but members of the board of directors always count. The company management answer to the board and the latter should represent the interests of shareholders. Notably, sometimes top-level managers are on the board themselves. Insider ownership is positive when it signals leadership are thinking like the true owners of the company. However, high insider ownership can also give immense power to a small group within the company. This can be negative in some circumstances. We can report that insiders do own shares in Seven West Media Limited. It has a market capitalization of just AU$208m, and insiders have AU$4.9m worth of shares, in their own names. Some would say this shows alignment of interests between shareholders and the board, though we generally prefer to see bigger insider holdings. But it might be worth checking if those insiders have been selling. The general public, who are usually individual investors, hold a 20% stake in Seven West Media. While this size of ownership may not be enough to sway a policy decision in their favour, they can still make a collective impact on company policies. It appears to us that public companies own 41% of Seven West Media. It's hard to say for sure but this suggests they have entwined business interests. This might be a strategic stake, so it's worth watching this space for changes in ownership. It's always worth thinking about the different groups who own shares in a company. But to understand Seven West Media better, we need to consider many other factors. Consider for instance, the ever-present spectre of investment risk. We've identified 3 warning signs with Seven West Media (at least 1 which makes us a bit uncomfortable) , and understanding them should be part of your investment process. Ultimately the future is most important. You can access this free report on analyst forecasts for the company . NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures. 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. 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