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  1. #411
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    anyone know how mhi doing this christmas.?

  2. #412
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    share prices looks like bottom up

  3. #413
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    Quote Originally Posted by golden city View Post
    anyone know how mhi doing this christmas.?
    Tis a small anecdote. But I was in the local MHI store yesterday talking with a lovely staff member who said that this years Christmas was better than last years. But that was for her store. She was unsure as to how other stores had traded.

  4. #414
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    I was in st Luke's ...it seem shop quite busy

  5. #415
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    They have been doing well in canada as well, in last report.
    Only one retailer I feel doing ok.

  6. #416
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    Quote Originally Posted by gv1 View Post
    They have been doing well in canada as well, in last report.
    Only one retailer I feel doing ok.
    The BIG question is how are they doing in Australia?
    AUD Currency headwinds will be hurting them as well.
    No advice here. Just banter. DYOR

  7. #417
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    Quote Originally Posted by noodles View Post
    The BIG question is how are they doing in Australia?
    AUD Currency headwinds will be hurting them as well.
    They’re as of this year forward reporting in AUD now, the higher NZD should offer them higher reported NZD segment profits within an AUD half year report.

    It's an interesting thing Noodles don’t you think, if we go back and have a look at the revenue and earnings impacts of the 2008 and 2009 GFC recession years, they weren’t actually really that great, it's odd but MHI always seems to have been a bit resilient.

    Perhaps folk whom can afford to regularly buy new jewellery just keep doing what they do, perhaps those most impacted by economic dips just aren’t the target market anyway.

    I wouldn’t be surprised to see MHI do quite well this coming year actually, definitely looking oversold and beaten up at two year lows about here.

    I’ve got them valued (NZX) at FY15 $1.60 (+37%), how about yourself ?

    Attachment 6635
    Analyst consensus forecast in blue

  8. #418
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    Quote Originally Posted by MAC View Post
    They’re as of this year forward reporting in AUD now, the higher NZD should offer them higher reported NZD segment profits within an AUD half year report.

    It's an interesting thing Noodles don’t you think, if we go back and have a look at the revenue and earnings impacts of the 2008 and 2009 GFC recession years, they weren’t actually really that great, it's odd but MHI always seems to have been a bit resilient.

    Perhaps folk whom can afford to regularly buy new jewellery just keep doing what they do, perhaps those most impacted by economic dips just aren’t the target market anyway.

    I wouldn’t be surprised to see MHI do quite well this coming year actually, definitely looking oversold and beaten up at two year lows about here.

    I’ve got them valued (NZX) at FY15 $1.60 (+37%), how about yourself ?

    Attachment 6635
    Analyst consensus forecast in blue
    Interesting comment on the GFC. I will have to revisit.

    As your chart highlights, the company has had consistent revenue growth (although that appears to be slowing). I will reserve judgement on valuation as I'm not that familiar with the stock. It is on my watchlist and look forward to the half year results.

    Best of luck,
    noodles
    No advice here. Just banter. DYOR

  9. #419
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    MAC, your chart

    In NZD?

    What are HY numbers representing? They are higher than FY anf FY looks like the actual 12 months total.

    Just curious

  10. #420
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    I annualise half year results for graphs, just a bit easier on the eye at a comparative glance, the MHI half year ends 31 Dec and thus includes the lucrative lead up to xmas season, so HY1 is more profitable than HY2, yes NZD.

    Noodles, I would agree that we should keep an eye on margins, but also on some degree of earnings sacrifice for growth in establishing new markets.

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