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.
本基金尋求於東歐地區註冊的主要權益關聯發行人的長期升值投資。$S&P/ASX 200 (.XJO.AU)$ 週一，指數再次回暖，並在下午進行交易，上漲0.5%，至8,062.8點。
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隨市場上漲的四隻ASX股票，下面是它們下跌的原因：
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.
得實股價下跌7%至5.14美元。該飲品巨頭的股票因公佈全年業績而遭到投資者拋售。公司報告，集團銷售額增長了3.6%，達到了12.3億美元，但稅後利潤下降了3.2%，爲5,1200萬美元。高盛的分析師預計稅後利潤爲5,2000萬美元。儘管利潤下降，得實董事會仍然能夠維持每股分紅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股價下跌近26%，達到3.72美元。這是由於旅行和運輸公司今早發佈的交易更新。原名Sealink的Kelsian表示，預計在2024財年超過共識預期交付利潤結果。然而，這一喜訊被公司計劃在資本支出上大舉投入的消息打擊了。管理層表示，2025財年的資本支出預計在18000萬至19000萬美元之間。這些資金將用於幾個戰略舉措和投資。
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股價下跌15.5%，至6.14美元。私人醫療保險商發佈年度業績後，投資者紛紛拋售。NIb的營業收入增長9.3%，達到33億美元，基礎營業利潤大幅增長77.3%，達到25750萬美元。儘管這看起來很強勁，但遠遠低於預期。例如，Citi預測基礎營業利潤爲29100萬美元，共識估計爲27100萬美元。
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股價下跌2.5%，至20.37美元。今天早上，該基金經理宣佈將進行重大的非現金減值。作爲對淨流出的回應，包括J O Hambro和TSW管理的特定投資策略，Perpetual預計將在截至2024年6月30日的全年財務業績中，確認約54700萬美元（稅前）的非現金減值。Perpetual對J O Hambro淨流出80億美元，TSW淨流出40億美元。
