Brickworks Limited (BKW) - Research

$16.730 0.32 (1.95%)

BKW General Information +

ASX Code BKW
Website http://www.brickworks.com.au
GICS Sub-Industry Construction Materials
Market Cap ($M) 2,505
Current Price $16.730
Day High $16.780
Day Low $16.400
Last Close $16.410
Price Movement $0.32 ( 1.95% )
Prices as at 13:26, 19 Jun 2019
+Security prices are delayed by at least 20 minutes and are indicative only.

Recommendation


Brickworks Limited (BKW)
BUY
below
HOLD
up to
SELL
above
Current Price
$16.730 as at 13:26, 19 Jun 2019

Price at review
$16.730 on 25 Mar 19

Max Portfolio Weighting

Business Risk

Share Price Risk

BKW Related Research

BKW Company Overview

Business Description

Brickworks Limited (BKW) is a diversified group of companies engaged in manufacturing and distribution of clay and concrete product, property development and realization and investment. BKW currently operates in Australia and New Zealand.

BKW Financial Summary

Year to Jul NPAT EPS EPS chg (%) PER DPS Yield (%) Franking (%)
2020 F 161.08 107.81 -42.80% 15.22 54.00 3.29% 100.0%
2019 F 281.50 188.41 25.80% 8.71 54.00 3.29% 100.0%
2018 A 223.64 149.74 13.60% 9.79 54.00 3.68% 100.0%

BKW Peer Comparison

Company Mkt Cap EPS Growth (%) P/E (%) Dividend Yield (%)
2018 A 2019 F 2020 F 2018 A 2019 F 2020 F 2018 A 2019 F 2020 F
Adelaide Brighton (ABC) $2,613M 0.0658 -0.0934 0.0669 13.8276 15.2529 14.2959 6.98% 4.99% 5.32%
Brickworks (BKW) $2,464M 0.0377 0.1888 -0.3352 12.0310 10.1206 15.2230 3.28% 3.31% 3.34%
Boral (BLD) $6,295M 0.1489 -0.0025 0.0402 13.5435 13.5777 13.0530 4.93% 4.96% 5.12%
Fletcher Building (FBU) $4,420M 0.0000 0.0000 -0.1144 0.0000 12.1198 13.6856 0.00% 5.38% 5.38%
James Hardie (JHX) $8,279M 0.5407 0.3099 0.1069 23.8623 18.2172 16.4586 2.71% 2.86% 3.29%

BKW Market Comparison

Earnings P/E Ratio P/B Ratio P/E Growth
Company 0.31 10.28 1.18 0.00
Market 0.88 17.10 1.49 1.65
Sector 1.41 12.60 1.22 0.71

BKW Directors

Name Position Start Date
Mr Lindsay R Partridge Managing Director 26 Sep 2000
Mr Brendan Patrick Crotty Non-Executive Director 10 Jun 2008
Hon Robert James Webster Non-Executive Director 13 Aug 2001
Mrs Deborah Ruth Page Non-Executive Director 1 Jul 2014
Mr Robert Dobson Millner Non-Executive Director, Non-Executive Chairman 28 Jul 1997
Mr Michael John Millner Non-Executive Director, Non-Executive Deputy Chairman 26 Oct 1998

BKW Management

Name Position
R Bakewell Chief Financial Officer
Susan L Leppinus Company Secretary,General Counsel
M Kublins Executive General Manager - Property & Development
M Ellenor Group General Manager Bricks and Roofing

BKW Substantial Shareholders

Holding Name
65,645,140 (43.94%) Washington H Soul Pattinson and Co Ltd

BKW Calendar of Events

Date Event
19 March 2020 Report (Interim)
21 October 2019 Report (Annual)
19 September 2019 Report (Annual)
19 September 2019 Report (Prelim)

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