Stock Spotlight: oOh!media Limited (ASX:OML)
This week's Stock Spotlight is ASX-listed oOh!media Limited.
About oOh!media Limited.
oOh!media Limited operates as an out of home media company primarily in Australia and New Zealand. The company's portfolio includes large format classic and digital roadside screens; large and small format digital and classic signs located in retail precincts, such as shopping centers, as well as airport terminals, lounges, and in-flight; digital and classic street furniture signs; and digital and classic format advertising in public transport corridors, including rail, as well as high dwell time environments, such as universities and office buildings. It also provides advertising creative and digital printing services. oOh!media Limited was founded in 1989 and is based in North Sydney, Australia.
Source: Yahoo Finance
Key Stats
Key Stats
Source: Yahoo Finance, ASX. Data as of 16/10/24.
Price Performance
Growth Potential
- The share price trades below our blended valuation (DCF / PE-multiple).
- Strong market share (in Australia & New Zealand) in a growing advertising medium Out Of Home (OOH).
- OOH market could grow at double digit growth rate.
- The market that OML competes in is concentrated (majority share with three very well financed competitors), which poses a challenge for international players wanting to come in (need to have a network established to be an out-of-home player).
- Invariably OML is leveraged to advertising markets and broader markets have been subdued. If there is a material improvement in advertising markets, this will be positive for OML’s earnings and likely to see earnings revisions higher.
- Strong balance sheet with leverage below management’s target levels.
- Strong management team in our view.
Key Risks
- Competitive threats lead to market share loss or contracts loss.
- Re-contracting is done at lower revenue and/or margins due to competitive bidding.
- Disappointing growth (company and industry specific).
- Cyclicality in advertising markets
- Disappointing updates on contract renewals.
- Significant change in senior management.
- Other emerging advertising trends / mediums which take advertising dollars away from OOH.
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Disclaimer: This article does not constitute financial advice nor a recommendation to invest in the securities listed. The information presented is intended to be of a factual nature only. Past performance is not a reliable indicator of future performance. As always, do your own research and consider seeking financial, legal and taxation advice before investing.
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