SKS
SKS Technologies Group Ltd
Electrical Equipment
·
Industrials
16
comments
8
fund managers
5
past 90 days
About SKS Technologies Group Ltd
SKS Technologies Group Ltd., founded in 1962 and headquartered in West Melbourne, Australia, develops and distributes technology products. The company specializes in audiovisual solutions and electrical and communications cabling. SKS Technologies provides integrated services to diverse sectors, including commercial, retail, health, defense, and education markets.
Commentary Volume
16
Comments
8
Fund managers
5
Past 90 days
SOURCE
ACTION
COMMENT PREVIEW
FUND MANAGER
DATE
The fund manager continues to hold SKS Technologies (SKS), noting Q1 revenue of $64.9 million puts the company almost perfectly on track to achieve its FY25 guidance of $260 million revenue. The manager notes management also confirmed a target profit before tax margin of 6%, implying a forward earnings multiple of approximately 16x, toward the upper end of fair value for a contracting-based business. The manager believes management has guided conservatively on FY25 revenue and that earnings multiples may come down if revenue exceeds guidance.
Source: Mereweather Capital Monthly Report · Published: 31 Oct 2024 · Price: ~$1.45
31 Oct 2024
MC
Mereweather Capital
No Change
Monthly Report
The fund manager continues to hold SKS Technologies (SKS), noting recent contract wins provide confidence that current work in hand supports FY25 revenue guidance of $260 million and NPBT of $17 million. The manager describes impressive growth over the last seven years and the company's well-established position delivering strong earnings growth associated with rapidly expanding data centre sector demand.
Source: Centennial Asset Management Article · Published: 13 Jan 2025 · Price: ~$2.10
13 Jan 2025
CM
Centennial Asset Management
The fund manager continues to hold SKS T…
No Change
Article
§ Important Notice
The entries below are records originating from third-party statements. Thesis Tracker does not rank, recommend or endorse any fund manager, fund or security. Investment decisions should be made on the basis of the relevant Product Disclosure Statement and, where appropriate, advice from a licensed adviser.
Commentary
Sector
Industrials
Market cap
$89M
Fund managers
8 managers
First covered
31 Oct 2024
Last updated
30 Apr 2026
Company Details
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§ Reminder
The entries above are records originating from third-party statements. Thesis Tracker does not rank, recommend or endorse any fund manager, fund or security. Investment decisions should be made on the basis of the relevant Product Disclosure Statement and, where appropriate, advice from a licensed adviser.
Frequently asked questions about SKS Technologies Group Ltd (ASX:SKS)
Frequently asked questions
Who is investing in SKS Technologies Group Ltd (ASX:SKS)?
Fund managers including Mereweather Capital, Centennial Asset Management, 1851 Capital, Ellerston Capital, Balmoral Investors, Perennial Value Management, Spheria Asset Management and Merewether Capital have invested in SKS Technologies Group Ltd (ASX:SKS).
What is the short interest in SKS Technologies Group Ltd (ASX:SKS)?
The short interest in SKS Technologies Group Ltd (ASX:SKS) is 0.05% which makes it the 452nd most shorted stock on the ASX. Of the 114.7M shares that SKS Technologies Group Ltd has on issue, 56.0K have been sold short.
What does SKS Technologies Group Ltd (ASX:SKS) do?
SKS Technologies Group Ltd., founded in 1962 and headquartered in West Melbourne, Australia, develops and distributes technology products. The company specializes in audiovisual solutions and electrical and communications cabling. SKS Technologies provides integrated services to diverse sectors, including commercial, retail, health, defense, and education markets.
The fund manager continues to hold SKS T…