Dotyczy to co prawda jego brytyjskiej części ale IPF ma od dłuższego czasu lepszy standing, cash flow i perspektywy. Będzie 6-7 po przetrawieniu infa o rolowaniu
Analysts upgraded their forecasts for next year. Barclays, the company’s own broker, is forecasting £63 million in pre-tax profit, rising to £149 million in 2022. Independent analysts are less gung-ho, but still see a bouncy recovery. Shore Capital is pencilling in £38 million for 2021. Everybody sees dividends restored, perhaps to 5p to 8p next year and then to 23p to 25p the year after.
On that basis, the Provi is a strong “buy”. The shares, which rose 11½p, 5 per cent, to 245p yesterday, trade on a bargain-basement five times 2022 profits. The prospective yield for that year is 10 per cent. The Provi, for years a darling of income investors, might just be about to reclaim its crown
https://www.thetimes.co.uk/article/is-there-a-recovery-on-the-doorstep-for-provident-financial-22658sgxv