External broker reports(aggregated public sources), Bell Potter Securities

Bell Potter

External broker reports(aggregated public sources)

Bell Potter Securities

Bell Potter Securities is a leading Australian stockbroking, investment and financial advisory firm that provides a comprehensive offering of financial services to individuals, institutions and corporations. Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>With the Boral (BLD) acquisition nearing completion, we revisit our SVW model forecasts, updating our attributable SVW financials, BLD valuation and SVW’s capital structure post-acquisition.</li><li>Key points: Dividend payouts: We incorporate the 26cps fully franked special dividend paid by BLD in late April 2024 and a 30cps fully franked special dividend to be paid by SVW to all new and existing shareholders in FY25.</li><li>Leverage &amp; subsequent de-leveraging: We estimate pro forma net leverage to be 2.7x FY24 EBITDA (including leases).</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

With the Boral (BLD) acquisition nearing completion, we revisit our SVW model forecasts, updating our attributable SVW financials, BLD valuation and SVW’s capital structure post-acquisition.Key points: Dividend payouts: We incorporate the 26cps fully franked special dividend paid by BLD in late April 2024 and a 30cps fully franked special dividend to be paid by SVW to all new and existing shareholders in FY25.Leverage &amp; subsequent de-leveraging: We estimate pro forma net leverage to be 2.7x FY24 EBITDA (including leases).Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Seven Group Holdings (SVW): Rounding out the portfolio

Australia

Seven Group Holdings Ltd. is a diversified operating and investment group. The Groups interests include media holdings that include Seven Network, a commercial television network and publishing company, a telecommunications company, and a heavy equipment dealer that operates  Caterpillar dealerships in Australia and North Eastern China.

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Seven Group Holdings (SVW AU)

Seven Group Holdings (SVW): Rounding out the portfolio

With the Boral (BLD) acquisition nearing completion, we revisit our SVW model forecasts, updating our attributable SVW financials, BLD valuation...

Bell Potter

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