KMD - Kathmandu

[Bjauck]

O

Anybody else noticed the recent Share price move, or did you all take KMD out of your portfolios and watchlists after the recent fashionable doom and gloom period?

SP moved above MA100 (the pink line below) and so far holding. Sure - early signs, but certainly worthwhile to watch. I like the green shoots coming out in spring ;

Attachment 14284

Discl: holding;

I bought a small holding (my minimum holding purchase) at the end of September. It was a gut purchase without much financial analysis. I had a good experience with buying a wrong size waterproof jacket. The online purchase process and return was a breeze, fast and efficient. Out of my 15 holdings, KMD has been my best performer since.

[BlackPeter]

Deserves a big rave - today's announcement

Q1 FY23 underlying operating profit has improved by nearly $30m year-on-year

All back to normal

A broker had a $1.75 target not long ago --- share price heading back that way ..... middle of next year

Didn't some of the directors back up the truck and buying more shares over the recent months?

Sometimes it appears to be useful to pay attention when directors are buying.

I did ... good buying in the low naughties ...

[winner69]

Like this bit in the press -


In a report by Forsyth Barr analysts today about fellow retailer KMD Brands, the investment bank said the company had undergone a “transformation from a single-brand retailer to a global brand owner”. “While macroeconomic headwinds are clearly present, KMD should be in a better position to face these challenges than at any other point in its history,” analysts Margaret Bei and Andy Bowley said

One day the market will eventually recognise this

[winner69]

KMD share price still flirting with $1

Nobody seems to see any good in KMD - they all can't be right

Even WHS seems to be doing better

But if you were SailorRob you'd be rejoicing if share price went below a buck .... and hoping for 50 cents

Even at today's price must be the 'cheapest' stock on the NZX - and a global business at that

[winner69]

I apparently need to be gloomy about KMD prospects and share price more often

Always gets the share price moving up

Didn’t a guru analyst have a $1.75 target on this once

Later in the year maybe

[Rawz]

Trading on a P/E of 20. How is it cheap?

Maybe SRob will get his 50 cents

[Recaster]

Trading on a P/E of 20. How is it cheap?

Maybe SRob will get his 50 cents

Based on historical or forecast earnings? Market seems to price on forecasts.

[winner69]

PE of 8 to 9 on forecast 23 earnings …..going to be good year as the world opens up for global brands

[Rawz]

Ill stick to the NZXs leading international retailer- MHJ. Trades on a similar PE of 8 to 9 (historical). Great div, buying back shares, has a 20%+ ROE. Its a proven performer with exceptional management.

KMD a bit all over the place. Financials ho-hum and always a CEO of the group or one of the brands leaving

The NZXs 'cheapest' stock might just get cheaper yet

[winner69]

Alan Gray still sees value

Much respected value investor …sees a bargain when they come up

KMD on verge of a big run I reckon