SGH Ltd

SGH: XASX (AUS)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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SGH: Still Too Much Growth Priced in

Mark Taylor

Dec 20, 2024

We upgrade our fair value for narrow-moat industrial services conglomerate SGH by 3% to AUD 35.50, due to the time value of money. SGH changed its name from Seven Group and its ASX ticker to SGH from SVW—the rebrand to reflect an evolution toward diversified industrial-focused activities, away from media.

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SGH Ltd

SGH: Still Too Much Growth Priced in

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