Aldi's Presence Makes a Return to Duopoly-Like Margins Unlikely
The Australian grocery industry continues to evolve and everyday dry groceries are likely to become even more commoditised. Aldi re-established the...
3.8k Views
GDA - Clear Signs of Gradual Recovery
Net revenue and NPAT-MI reached VND 4,257 billion (-29% YoY, +7% QoQ) and VND 88 billion (-49% YoY, +40% QoQ), respectively.
153 Views
Last Week in Event SPACE: Denso/Toyota, Korea Zinc, Exedy, Good Drinks, Shinsegae
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
601 Views
Good Drinks (GDA AU): Last Call
GDA shareholders can either choose undervalued, illiquid shares under the transparency of the ASX; or an uncertain unlisted environment in which...
402 Views
Good Drinks Australia Limited (GDA) - Signs of Consumer Spend Caution
It is not expensive, trading on 9.4x FY23 and 6.6x FY24 EV/EBITDA. Peers trade on 12x and 10x respectively with typical takeout multiples of 14x.
539 Views