CCL 0.00% $13.30 coca-cola amatil limited

The profit guidance of $312-$325 mill is the exact same as the...

  1. 7,951 Posts.
    The profit guidance of $312-$325 mill is the exact same as the Half Year Update of August.
    On that front its a 'reiterate'

    None of this matters of course if the intention is to hold long-term, and the market reacted well to the news which is :

    1) the end of negative surprises
    2) the prospect of imminent return to the improving trend of the past 5 years
    3) the ramping up of the alcoholic business

    Howevr the PE of 16-17 will start to look a bit top heavy unless they quickly restore the $70-80 mill of margin erosion due to commodity costs.
 
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