Serko Bull Wonders Whether Guidance Is Conservative -- Market Talk

Dow Jones2025-11-18

0313 GMT - Serko's bull at Citi thinks that the key question arising from the travel-software provider's 1H result is whether its annual income guidance is conservative. Analyst Siraj Ahmed points out that the dual-listed company has maintained guidance for NZ$115 million-NZ$123 million in full-year income even though the NZ$61.8 million reported in 1H was ahead of both his and consensus forecasts. He concedes that this could be because 2H revenue in Australia and New Zealand is usually lower than in 1H. Serko subsidiary GetThere could also be affected by the U.S. government shutdown, he adds. Citi has a last-published buy rating and a A$3.45 target price on Serko's Australia-listed stock, which is up 5.0% at A$2.31. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

November 17, 2025 22:13 ET (03:13 GMT)

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