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Writer's pictureMark Watson-Mitchell

M Winkworth (LON:WINK) – Confident For H2 And Beyond

The Interim Results to end-June, out this morning, reported revenues up 20% at £5.14m (£4.27m), while pre-tax profits were 26% better at £1.02m (£0.81m).


CEO Dominic Agace stated that:


"Our first half results are in line with expectations and reflect an uptick in sales, with a greater number of properties coming to market and transactions returning to more normalised levels.


Our lettings and management business has been more subdued but underpins a strong performance from the group.


With an above average number of franchisees expected to be added in 2024, we are confident in the outlook for the second half and beyond.”


Analyst Rob Sanders at Shore Capital Markets considers that the FY24F dividend yield of 6.0%, rising to 7.3% for FY26F more than supports the current share price, while the p/es and the FCF yields are also attractive.


The shares are up 4p at 207p, valuing the group at only £26.7m – which is cheap, my TP remains intact.



(Profile 19.07.21 @ 190p set a Target Price of 240p)

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