Forum Archive Index - August 2001

["Gary Wilson - Brisbane" <fastmail@bigpond.net.au>]

I took this list, at least Aussie Coys and added PE ratio to Table - and also added a "value indicator" - ie ratio of ROE/PE, that is higher number better value.  Companies to give more consideration to as potentially "usefully" undervalued based on this screen are highligted in red.  A number of these companies are quite small.  Tempo of course is a relatively well known success story - but some would be nervous of the 30+ PE and ability to maintain growth and returns into the future.

 

ASX Code	Company Name	PE Ratio	ROE\PE	STAEGR	Rev/share 5 yr. avg. growth	EPS 5 yr. avg. growth	Return on Equity	5 yr. Avg. annual return
				(> 80%)	(> 5%)	(> 5%)	(> 15%)
WSF	Westfield Hold	48.7	0.5	86.90%	14.40%	17.70%	23.20%	32.50%
HVN	Harvey Norman	39.9	0.5	87.20%	54.50%	24.70%	20.20%	40.20%
PPT	Perpetual Trustees	30.9	0.7	85.30%	20.80%	27.50%	20.30%	55.70%
MGW	Brian McGuigan Wines	21.8	0.8	85.50%	25.10%	23.40%	16.40%	30.10%
WOW	Woolworths	37	0.9	97.10%	7.60%	7.00%	34.00%	23.40%
HIL	Hills Industries	17.9	0.9	93.60%	5.90%	7.70%	16.60%	21.60%
PLW	Peter Lehmann Wines	16.9	1.0	87.70%	14.70%	24.40%	16.80%	30.00%
LEI	Leighton Holdings	18.8	1.1	80.60%	8.80%	18.10%	20.30%	16.80%
ARP	ARB Corp	15.8	1.4	88.00%	14.70%	23.30%	21.70%	44.20%
TEM	Tempo Services	31.6	1.7	86.90%	25.10%	14.80%	54.00%	45.10%
ERS	Environmental Recovery	7.9	2.1	80.00%	6.20%	10.90%	16.90%	17.70%
SBE	Sabre	9.6	2.3	82.90%	9.20%	13.10%	21.90%	29.10%
SAQ	Sydney Aquarium	13.4	2.4	91.90%	6.40%	8.00%	32.00%	13.10%
AVJ	AV Jennings Homes	6.3	3.5	83.30%	13.10%	19.50%	22.30%	12.10%
LEV	Lemvest	5	3.8	81.90%	21.20%	6.90%	18.90%	3.90%
MND	Monadelphous	7.3	3.8	90.90%	9.30%	19.60%	27.80%	31.50%
SDG	Sunland Group	6	3.9	91.60%	23.90%	28.80%	23.30%	17.10%