Page 103 - Profile's Stock Exchange Handbook -2024 Issue 4

Profile’s Stock Exchange Handbook: 2024 – Issue 4 JSE – COM
Combined Motor Holdings Ltd. Compagnie Financière Richemont SA
COM COM
ISIN: ZAE000088050 SHORT: CMH CODE: CMH ISIN: CH0210483332 SHORT: RICHEMONT CODE: CFR
REG NO: 1965/000270/06 FOUNDED: 1977 LISTED: 1987 REG NO: CH-170.3.013.862-4 FOUNDED: 1988 LISTED: 1988
NATURE OF BUSINESS: The CMH Group comprises Combined Motor NATURE OF BUSINESS: Richemont’s unique portfolio includes
Holdings Ltd. and its subsidiaries, operating in the retail motor, car hire prestigious Maisons distinguished by their craftsmanship and creativity,
and financial services segments. The Group operates only in South Africa, alongside Online Distributors that cultivate expert curation and
employing 2 204 people. technological innovation to deliver the highest standards of service.
SECTOR: ConsDisr—Retail—Retailers—SpecialityRetaillers SECTOR: ConsDiscr—ConsumerProducts&Services—PersonalGoods—Luxury
NUMBER OF EMPLOYEES: 2 204 NUMBER OF EMPLOYEES: 35 853
DIRECTORS: BarrittBWJ, JonesME(ind ne), KomaneRT(ind ne), DIRECTORS: Arora N (ne, USA), Brendish C (ld ind ne, UK), Eckert J
MabenaJA(ind ne), Nkadimeng R (ind ne), Dixon J S (Chair, ind ne), (ne, Swiss), Jin Dr K (ne, China), Luhabe W (ne), Moss J (ne, USA),
McIntosh J D (CEO), Jackson S K (FD) Nevistic Dr V (ne, Swiss), Pictet G (ne, Swiss), Ramos M (ne), Rupert A
MAJOR ORDINARY SHAREHOLDERS as at 23 Aug 2024 (ne), Saage G (ne, USA), Thomas P (ne, Fr), Whitbread J (ne),
Ninety One SA (Pty) Ltd. 4.42% Rupert J P (Chair, ne), Malherbe J (Dep Chair, ne),
POSTAL ADDRESS: PO Box 1033, Umhlanga Rocks, 4320 Schot B (Dep Chair, ne), Bos N (CEO, Fr), Grund B (CFO, German),
MORE INFO: www.sharedata.co.za/sdo/jse/CMH Lambert J (COO, Fr)
COMPANY SECRETARY: Priya Govind MAJOR ORDINARY SHAREHOLDERS as at 31 Mar 2024
TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd. Compagnie Financiere Rupert 51.00%
SPONSOR: PwC Corporate Finance (Pty) Ltd. MORE INFO: www.sharedata.co.za/sdo/jse/CFR
AUDITORS: KPMG Inc. COMPANY SECRETARY: Swen H Grundmann
TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
CAPITAL STRUCTURE AUTHORISED ISSUED SPONSOR: Rand Merchant Bank (A division of FirstRand Bank Ltd.)
CMH Ords no par value 143 590 560 74 801 998 AUDITORS: PwC SA
DISTRIBUTIONS [ZARc] CAPITAL STRUCTURE AUTHORISED ISSUED
Ords no par value Ldt Pay Amt CFR A Ords shares - 537 582 089
Interim No 72 10 Dec 24 17 Dec 24 102.00
Final No 71 11 Jun 24 18 Jun 24 220.00 DISTRIBUTIONS [CHFc]
A Ords shares Ldt Pay Amt
LIQUIDITY: Oct24 Avg 288 825 shares p.w., R8.7m(20.1% p.a.) Final No 16 18 Sep 24 30 Sep 24 275.00
GERE 40 Week MA CMH Final No 15 19 Sep 23 28 Sep 23 250.00
3687 LIQUIDITY: Oct24 Avg 892 643 shares p.w., R2 391.6m(8.6% p.a.)
PERG 40 Week MA RICHEMONT
3121
337537
2555
288311
1990
239086
1424
189861
858
2019 | 2020 | 2021 | 2022 | 2023 | 2024
140635
FINANCIAL STATISTICS
91410
(R million) Aug 24 Feb 24 Feb 23 Feb 22 Feb 21 2019 | 2020 | 2021 | 2022 | 2023 | 2024
Interim Final Final Final Final NOTES: On 18 April 2023 Compagnie Financiere Richemont SA converted
Turnover 6 534 12 840 12 434 11 168 8 580 its depositary receipts to A shares, depositary receipts were surrendered
Op Inc 284 781 773 606 345 for A Shares in a ratio of 10 Depositary Receipts for one A Share. Historical
NetIntPd(Rcvd) 107 224 153 96 111 financials were adjusted.
Att Inc 134 408 443 375 169 FINANCIAL STATISTICS
TotCompIncLoss 134 408 443 375 169 (EUR million) Mar 24 Mar 23 Mar 22 Mar 21 Mar 20
Fixed Ass 103 100 98 67 67 Final Final Final(rst) Final Final
Tot Curr Ass 3 142 3 191 2 965 2 246 2 028 Turnover 20 616 19 953 16 748 13 144 14 238
Ord SH Int 1 322 1 368 1 264 1 110 909 Op Inc 4 794 5 031 3 753 1 478 1 518
LT Liab 539 789 821 644 548 NetIntPd(Rcvd) 178 314 841 - 25 337
Tot Curr Liab 3 093 3 029 2 891 2 024 1 817 Minority Int - 7 - 12 5 - 12 - 2
Att Inc 2 362 313 2 074 1 301 933
PER SHARE STATISTICS (cents per share)
668
HEPS-C (ZARc) 179.30 541.80 617.10 501.00 230.40 TotCompIncLoss 2 669 3 343 3 045 1 090 1 159
2 774
3 122
Fixed Ass
3 637
2 583
DPS (ZARc) 102.00 366.00 408.00 335.00 225.00
220
34
32
282
NAV PS (ZARc) 1 768.00 1 828.00 1 690.00 1 484.00 1 216.00 Inv & Loans 29 451 27 244 25 325 - 21 127 16 772
Tot Curr Ass
3 Yr Beta 0.13 0.05 0.48 0.62 0.70
Price High 3 499 3 089 3 324 2 999 1 898 Ord SH Int 20 521 18 959 19 814 17 774 17 136
114
60
110
123
49
Minority Int
Price Low 2 475 2 426 2 371 1 550 853 LT Liab 10 254 9 560 9 616 9 339 7 327
Price Prd End 3 302 2 650 2 868 2 799 1 550
RATIOS Tot Curr Liab 10 936 10 507 10 507 8 136 5 875
Ret on SH Fnd 20.29 29.87 35.08 33.76 18.56 PER SHARE STATISTICS (cents per share)
Oper Pft Mgn 4.34 6.08 6.22 5.43 4.02 HEPS-C (ZARc) 13 000.74 11 843.07 6 489.50 4 432.50 2 858.60
D:E 0.41 0.58 0.65 0.58 1.10 DPS (ZARc) 5 793.29 7 400.75 5 652.80 3 071.00 1 827.50
Current Ratio 1.02 1.05 1.03 1.11 1.12 NAV PS (ZARc) 76 727.33 69 988.45 61 567.70 59 519.10 61 387.60
Div Cover 1.76 1.49 1.45 1.50 1.00 3 Yr Beta 1.28 1.39 1.13 1.14 0.96
Price High 347 987 293 800 250 440 150 470 125 450
Price Low 215 732 147 340 138 910 93 430 79 190
Price Prd End 288 745 283 450 189 120 142 430 96 790
RATIOS
Ret on SH Fnd 11.41 1.58 10.47 7.21 5.39
Oper Pft Mgn 23.25 25.21 22.41 11.24 10.66
D:E 0.79 0.81 0.75 0.75 0.57
Current Ratio 2.69 2.59 2.41 2.60 2.85
Div Cover 1.44 0.13 1.12 1.43 1.48
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