Lovisa Holdings Limited (LOV) - Research

$12.780 0.1 (0.79%)

LOV General Information +

ASX Code LOV
Website http://www.lovisa.com
GICS Sub-Industry Specialty Stores
Market Cap ($M) 1,351
Current Price $12.780
Day High $13.100
Day Low $12.670
Last Close $12.680
Price Movement $0.10 ( 0.79% )
Prices as at 16:40, 20 Sep 2019
+Security prices are delayed by at least 20 minutes and are indicative only.

Recommendation


Lovisa Holdings Limited (LOV)
BUY
below
HOLD
up to
SELL
above
Current Price
$12.780 as at 16:40, 20 Sep 2019

Price at review
$12.780 on 14 Aug 19

Max Portfolio Weighting

Business Risk

Share Price Risk

LOV Related Research

LOV Company Overview

Business Description

Lovisa Holdings Limited (LOV) is a fast fashion jewellery retailer in a number of international markets. It has a total of 326 stores, which includes 151 in Australia, 20 in New Zealand, 22 in Singapore, 21 in Malaysia, 56 in South Africa, 24 in the UK, 5 in Spain, 1 in the USA,2 in France which are owned by the Company and they also have frnachise which includes 16 in Asia & 18 in Middle East.

LOV Financial Summary

Year to Jun NPAT EPS EPS chg (%) PER DPS Yield (%) Franking (%)
2021 F 0.00 49.00 30.30% 26.10 39.90 3.10% 0.0%
2020 F 0.00 37.60 9.80% 34.00 36.50 2.90% 0.0%
2019 A 37.04 34.20 2.60% 27.40 33.00 3.50% 100.0%

LOV Peer Comparison

Company Mkt Cap EPS Growth (%) P/E (%) Dividend Yield (%)
2019 A 2020 F 2021 F 2019 A 2020 F 2021 F 2019 A 2020 F 2021 F
Baby Bunting Group (BBN) $434M 0.5181 0.0000 0.0000 32.7916 0.0000 0.0000 2.45% 0.00% 0.00%
Lovisa Holdings (LOV) $1,341M 0.0264 0.0979 0.3032 37.0652 33.7593 25.9040 2.60% 2.88% 3.15%
Super Retail Group (SUL) $1,952M 0.0338 0.0282 0.0448 13.0786 12.7203 12.1753 5.06% 5.17% 5.40%

LOV Market Comparison

Earnings P/E Ratio P/B Ratio P/E Growth
Company 1.08 36.60 25.10 1.86
Market 0.64 17.80 1.26 1.32
Sector 0.48 13.80 2.40 1.86

LOV Directors

Name Position Start Date
Mr Brett Blundy Alternate Director 16 Apr 2018
Mr Nico van der Merwe Alternate Director 19 Feb 2019
Mr Shane Fallscheer Managing Director 6 Nov 2014
Mr James (Jim) King Non-Executive Director 17 May 2016
Mr John Armstrong Non-Executive Director 25 Sep 2018
Ms Tracey Blundy Non-Executive Director 6 Nov 2014
Ms Sei Jin Alt Non-Executive Director 19 Feb 2019

LOV Management

Name Position
Chris Lauder Chief Financial Officer,Company Secretary

LOV Substantial Shareholders

Holding Name
43,207,500 (40.93%) BB Retail Capital Pty Ltd
6,340,000 (6.01%) Grahger Retail Securities Pty Ltd
5,253,902 (4.98%) Vinva Investment Management

LOV Calendar of Events

Date Event
20 August 2020 Report (Prelim)
19 February 2020 Report (Interim)
24 October 2019 Div Pay Date
27 September 2019 Report (Annual)

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