A Glance at three Australian shares with impressive one-year returns

Summary

  • Despite the COVID-19 onslaught over the past 16-17 months, a few businesses performed admirably, witnessing impressive share price growth this year.
  • Boral Limited recently recommended its shareholders to reject the takeover bid by Seven Group. The Company’s shares have delivered a one-year increase of ~145%.
  • Nine Entertainment Co witnessed a robust Q3 performance which is likely to continue in Q4. The shares were up ~106% in the last 12 months.
  • Super Retail Group’s gross margin levels in 2H were in line with 1H FY2021 levels. The shares have delivered a 79% growth in the last year.
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While the COVID-19 pandemic posed several challenges for most companies and industries, a few players delivered a notable financial and operational performance with their respective shares delivering considerable YTD growth.

This article will take you through three ASX-listed stocks that have made substantial progress over the last 12 months - Boral Limited, Nine Entertainment Co and Super Retail Group.

Some other companies that did well in the last year and on a YTD basis include BHP Group Limited (ASX:BHP), Westpac Banking Corporation (ASX:WBC) and James Hardie Industries PLC (ASX:JHX).

Boral Limited (ASX:BLD)

Boral Limited, a company from the materials sector engaged in the manufacturing and supply of building and construction material, experienced a significant YTD growth of 33.90%. In the last year, BLD share price has improved by 145.57%.

On 12 May, the shares were trading at AU$6.655, down 0.968% (at AEST 11:18 AM).

The shares moved north yesterday following the release of the announcement concerning the Company recommending its shareholders to reject the offer made by Seven Group Holdings to acquire 100% shares in BLD at AU$6.50 per share by taking no action.

Boral recommended the shareholders to reject Seven Group’s takeover offer (Source: © Pichetw | Megapixl.com)      

Nine Entertainment Co. Holdings Limited (ASX:NEC)

Media and entertainment company Nine Entertainment Co. Holdings Limited has witnessed a YTD growth of 25.86%. The shares have generated a 105.63% return in the last year. On 12 May, the shares were trading 1.017% lower at AU$2.920 (at AEST 11:18 AM).

In broadcasting, during Q3 FY2021, Metro FTA market revenue was up 6% compared to the previous corresponding period. BVOD market revenue growth was ~50%, and 9Now share was ~50%. The Company expects the trends to continue in Q4.

Nine Entertainment has witnessed revenue growth across divisions (Source: © Kentoh | Megapixl.com)

In the publishing division, the digital subscription revenue grew by 20%. Its FY2021 cost dropped double-digits. NEC also advanced discussion with Google and Facebook (NYSE:FB).

In the Stan division, the Company started Stan Sports & NBCU content deals to run medium-term subscriber count. The number of active subscribers is likely to approach 150K.

In domain, NEC noted an 8% jump in both digital revenue and total revenue.

Outlook

By 2024, the Company claims that it is on track to achieve key targets:

  • Around 80% of AU$230 million cost out delivered.
  • Approximately 60% of EBITDA from digital businesses.
  • About 30% of revenue from VOD and over 35% from subscription.

DID YOU KNOW: Nine seals new television affiliation deal with WIN

Super Retail Group Limited (ASX:SUL)

Super Retail Group Limited, engaged in specialty retail stores operations in the automotive, tools, leisure, and sports categories, has delivered a YTD growth of 9.20%. In the last year, the shares grew by 78.96%. On 12 May 2021, SUL shares were trading at AU$11.990, down 0.167%.

In the recent Macquarie Group Australia Conference, SUL provided a trading update for the first 44 weeks of FY2021, witnessing a 28% like-for-like sales growth driven by growth across its four core brands. The breakdown is as below:

Data Source: Super Retail Trading Update dated 4 May 2021

The Group delivered strong Easter trading across all brands. There was the continued strength of customer demand. It maintained the same gross margin levels in 2H FY2021, which was there in 1H FY2021.

Super Retail has reported YTD LFL sales growth across all core brands (Source: © Fotopoly | Megapixl.com)

A peek into Corporate strategy

The Company would focus on:

  • Growing its four core brands.
  • Deepen its understanding of its customers via sophisticated analytics and insights.
  • Optimising ANZ distribution centre network planning and product flows, coordinate customer online orders and leverage group sourcing capacity.
  • Simplify the business.
  • Excel in excel in Omni-retail execution.

DO WATCH: The Early Trades || Why Are The Stocks Of Super Retail Group Most Discussed Today?


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