Dwyzee
8.2K posts

Dwyzee
@Dwyzee
Part time ASX Intra & weekly systems trader. Opinions are my own and should never be considered as financial advice. DYOR









@Thomo_Grant 5550 fans lol hardly a solid sample size that one Thommo.





RBC Capital on Guzman Y Gomez $GYG: "Downgrade to Underperform - We sit below consensus for LFL sales and underlying EBITDA to network sales. "1) Feedback suggests softer trading in Nov & Dec, 2) high frequency readthroughs from app downloads and MAUs suggests a potential deceleration in self-originated delivery, 3) consumer surveys indicate brand strength may have deteriorated vs 12-months prior, 4) 2Q26 represents a more challenging comp (10.2% LFLs in 2Q25 vs 8.7% in 1Q25), 5) mix drag from breakfast, delivery and extended trading runs risk of diluting margins, 6) while multiple has de-rated to -1STDEV levels, ~25x EV/EBITDA screens expensive relative to our coverage." #stockinfocus #XJO #equities #investing










