Are These Oversold ASX Stocks Offering a Good Investment Opportunity?

Team Veye | 09-Sep-2024

Oversold ASX Stocks often create a chance to buy stocks at a bargain as these stocks often rebound quickly. Recognising such an opportunity is not an easy task though but Most Undervalued Stocks if picked at the right time can give very good returns.

Two such oversold stocks are

humm Group Limited (ASX: HUM)

humm Group’s FY24 financial performance delivers some positive outcomes.

A robust turnaround with a 145% increase in statutory net profit to $7.1 million, driven by a strong second-half recovery. The 18% growth in total receivables, with notable increases in both commercial and consumer finance segments, signals effective business expansion.

For FY24, Point of Sale Payment Plans (PosPP) volumes grew by 25%, with hummAU achieving a 17% increase to $720.5 million, and global businesses expanding 55%. The second half of the year saw a turnaround with a normalized cash profit of $0.7 million, a $5.7 million improvement from the first half, despite $2.2 million in costs for the upcoming humm Hybrid Loan Product. This new product is expected to boost profitability

The company’s solid balance sheet, highlighted by $125.1 million in unrestricted cash, underscores its financial stability and liquidity. Although normalized cash profit fell by 19% to $60.6 million, the positive second-half performance suggests improvements are underway. The stable net interest margin of 5.5% and controlled credit losses at 1.8% reflect sound financial management.

Additionally, $13.2 million in cost savings and a fully franked dividend yielding 6.02% demonstrate a commitment to shareholder returns and efficient cost control.

The introduction of Group's new Forward Flow Program marks a positive advancement, presenting an innovative structure and fresh revenue model. This program enables the company to support its Commercial business growth without utilizing its own capital. Flexicommercial will continue to manage loans and receivables through its broker network, earning origination fees, servicing fees, and a share of the excess spread, all without recognizing these assets on its balance sheet. This approach not only mitigates credit risk and capital requirements but also introduces a novel revenue model. Overall, this development favors company’s growth, as it enhances funding flexibility, reduces financial risk, and supports future growth potential.

Overall, while investors would be encouraged by the strong profit growth and financial stability, they may also watch for continued progress in cash profit performance and cost management.

Beamtree Holdings Limited (ASX: BMT)

Beamtree Holdings Limited (ASX: BMT) reported a strong financial performance for FY24.

The results highlighted by a 21% increase in overall revenue, reached $27.6 million. The company's Annual Recurring Revenue (ARR) grew by 12% to $25.5 million, demonstrating solid recurring business. Non-recurring revenue saw a remarkable 129% increase, while recurring revenue rose by 9%. Significant operational improvements were evident, with a turnaround in operating profit to $0.4 million from a loss of $1.4 million in FY23 and a 58% increase in group EBITDA. Although cash flow slightly decreased to $5 million by year-end (30 June 2024), the overall financial health remains strong.

The 12% rise in operating costs reflects Beamtree's continued investment in innovation, positioning the company for sustained future growth.

Beamtree Holdings Limited secured the contract with Dr. Sulaiman Al Habib Medical Service Group (HMG). Winning a contract worth A$3.6 million is a significant achievement, especially in a sector as crucial as healthcare.

BMT is targeting a revenue growth of over 20% for FY25, alongside a commitment to delivering positive cash flow. The company projects a substantial 40% year-on-year growth in ARR, aiming to expand from $25.5 million in FY23 to $60 million by FY26. Beamtree is enhancing its organic growth while also broadening its operational scope. This includes the development of Canada-ready coding products and targeting the creation and deployment of UK-ready coding solutions. 

Additionally, Beamtree aims to achieve CE marking for its CDS product and deploy its first integrated coding platform proof of concept (POC) within Saudi Arabia. The company is also focusing on developing new coding opportunities across all healthcare sectors in KSA and plans to conduct coding reviews and deploy coding products in British Columbia and Ontario.

Source: Company’s Report

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