Why Endeavour, Kelsian, NIB, and Perpetual Shares Are Sinking Today
Why Endeavour, Kelsian, NIB, and Perpetual Shares Are Sinking Today
The Kelsian share price is down almost 26% to $3.72. This has been driven by the release of a trading update from the travel and transport company this morning. Kelsian, formerly known as Sealink, advised that it expects to deliver a profit result ahead of consensus estimates in FY 2024. However, taking the shine off this was news that the company is planning to spend very big on capital expenditure. Management advised that capital expenditure in FY 2025 is expected to be between $180 million to $190 million. These funds will be put towards several strategic initiatives and investments.The $S&P/ASX 200 (.XJO.AU)$ is back on form and racing higher on Monday. In afternoon trade, the benchmark index is up 0.5% to 8,062.8 points.
本基金寻求于东欧地区注册的主要权益关联发行人的长期升值投资。$S&P/ASX 200 (.XJO.AU)$ 周一，指数再次回暖，并在下午进行交易，上涨0.5%，至8,062.8点。
Four ASX shares that have failed to follow the market higher today are listed below. Here's why they are falling:
以下列出了今天未能跟随市场上涨的四只ASX股票，下面是它们下跌的原因：
The Endeavour share price is down 7% to $5.14. Investors have been selling this drinks giant's shares following the release of its full year results. The company reported a 3.6% increase in group sales to $12.3 billion but a 3.2% decline in net profit after tax to $512 million. Analysts at Goldman Sachs were expecting a net profit after tax of $520 million. Despite the profit decline, the Endeavour board was able to maintain its dividend at 21.8 cents per share.
得实股价下跌7%至5.14美元。该饮品巨头的股票因公布全年业绩而遭到投资者抛售。公司报告，集团销售额增长了3.6%，达到了12.3亿美元，但税后利润下降了3.2%，为5,1200万美元。高盛的分析师预计税后利润为5,2000万美元。尽管利润下降，得实董事会仍然能够维持每股分红21.8美分。
The Kelsian share price is down almost 26% to $3.72. This has been driven by the release of a trading update from the travel and transport company this morning. Kelsian, formerly known as Sealink, advised that it expects to deliver a profit result ahead of consensus estimates in FY 2024. However, taking the shine off this was news that the company is planning to spend very big on capital expenditure. Management advised that capital expenditure in FY 2025 is expected to be between $180 million to $190 million. These funds will be put towards several strategic initiatives and investments.
Kelsian股价下跌近26%，达到3.72美元。这是由于旅行和运输公司今早发布的交易更新。原名Sealink的Kelsian表示，预计在2024财年超过共识预期交付利润结果。然而，这一喜讯被公司计划在资本支出上大举投入的消息打击了。管理层表示，2025财年的资本支出预计在18000万至19000万美元之间。这些资金将用于几个战略举措和投资。
The NIB share price is down 15.5% to $6.14. Investors have been rushing to the exits after the private health insurer released its full year results. NIB posted a 9.3% increase in revenue to $3.3 billion and a 77.3% jump in underlying operating profit to $257.5 million. While this may look strong on paper, it was well short of expectations. For example, Citi was forecasting underlying operating profit of $291 million and the consensus estimate was $271 million.
NIb股价下跌15.5%，至6.14美元。私人医疗保险商发布年度业绩后，投资者纷纷抛售。NIb的营业收入增长9.3%，达到33亿美元，基础营业利润大幅增长77.3%，达到25750万美元。尽管这看起来很强劲，但远远低于预期。例如，Citi预测基础营业利润为29100万美元，共识估计为27100万美元。
The Perpetual share price is down 2.5% to $20.37. This morning, this fund manager announced that it is making a significant non-cash impairment. In response to net outflows, including in certain investment strategies managed by J O Hambro and TSW, Perpetual expects to recognise a non-cash impairment charge of approximately $547 million (pre-tax) in its financial results for the full year ended 30 June 2024. Perpetual has experienced net outflows of $8 billion for J O Hambro and $4 billion for TSW.
Perpetual股价下跌2.5%，至20.37美元。今天早上，该基金经理宣布将进行重大的非现金减值。作为对净流出的回应，包括J O Hambro和TSW管理的特定投资策略，Perpetual预计将在截至2024年6月30日的全年财务业绩中，确认约54700万美元（税前）的非现金减值。Perpetual对J O Hambro净流出80亿美元，TSW净流出40亿美元。