STW Comms
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- Indepth analysis of ASX listed shares
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STW Communications expects to produce 4%-7% earnings growth this year, which would be impressive given the slowing economy. Our concerns are more long term. The marketing services industry is changing; strategies need to be more sophisticated to reach increasingly fragmented audiences and markets due to new technology and changing consumer habits. STW is a deeply entrepreneurial company, though, and has recently started seven businesses to address these changes.
The company is also expanding via acquisitions, recently buying 60% of the Buchanan Group (known for its über-annoying ‘Brand Power’ ads). South East Asia is also an increasing focus, with plans to expand its Singapore base. That will require capital and we’re keeping a close eye on the company’s debt levels, although it's not a major concern provided earnings remain fairly stable as they have done in the past.
STW’s share price has performed admirably since we upgraded it in The mad men of STW on 8 Dec 11 (Long Term Buy – $0.85), producing a total return of 14%. The company’s share price is down 6% since 20 Feb 12 (Hold – $0.98) and, for now, we’re content to HOLD.
Note: The model Income portfolio owns shares in STW Communications.
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