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Nomura Securities Maintains a 'Neutral' on Dollar Financial (DLLR); 2Q12 Review

January 27, 2012 2:56 PM EST
DLLR Hot Sheet
Rating Summary:
    7 Buy, 1 Hold, 0 Sell

Rating Trend: Up Up

Today's Overall Ratings:
    Up: 20 | Down: 11 | New: 38
Nomura Securities maintains a 'Neutral' on Dollar Financial (NASDAQ: DLLR) price target of $21.00.

Analyst, Bill Carcache, said, "DLLR reported 2Q12 operating EPS of $0.51, in line with our estimate and $0.01 above consensus of $0.50. For FY2012, the company narrowed its guidance range to between $2.05 and $2.10 per share versus its previous estimate of between $2.00 and $2.15. DLLR’s consolidated revenues grew to a record $263 million for the quarter, an increase of 44% on a YoY basis. While some of DLLR’s competitors were also able to generate strong revenue growth during the quarter, they paid the price in terms of meaningfully higher credit losses—not the case with DLLR. While underlying business trends are positive, we don’t see estimates moving higher on this quarter’s results. We are leaving our EPS estimates for FY2012 and FY2013 unchanged at $2.05 and $2.60 at this time."

For an analyst ratings summary and ratings history on Dollar Financial click here. For more ratings news on Dollar Financial click here.

Shares of Dollar Financial closed at $19.18 yesterday, with a 52 week range of $15.80-$31.88.


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