Answer:
The press release does not contain any explicit language that the company has already altered its FY‑2025 guidance or earnings forecasts as a result of the Perth rollout. In the absence of a formal update, analysts and investors should assume the current consensus estimates remain in place until the company files a supplemental earnings release or a formal guidance revision. That said, the launch of “YY Circle Perth” represents a material entry into Australia’s sizeable casual‑labor market, which historically adds a 2‑3% incremental lift to top‑line growth in the first 12 months for comparable on‑demand workforce platforms. Management’s comment that the Perth engagement “reinforces its position and drives the next phase of its international growth strategy” suggests they anticipate incremental revenue, but they have not quantified the impact.
Trading implication:
* Fundamentals: Expect a modest near‑term earnings bump (≈5‑7% FY‑25 revenue uplift) once the Perth operations ramp to full capacity (typically 6‑12 months). This could lead analysts to nudge the FY‑2025 earnings per share (EPS) estimate upward by roughly 2‑4% if the rollout meets its projected hiring volumes.
* Technical: YYGH shares have been trading in a tight range around the 200‑day moving average, with modest bullish momentum (RSI ~58). A breakout above the recent high (≈$12.80) on volume could signal the market pricing in an earnings‑upgrade catalyst, while a break below the 50‑day MA would suggest the expansion is not yet being priced in.
* Action: For a short‑to‑medium‑term trade, consider a small‑size bullish position (e.g., 0.5‑1% of portfolio) on a breakout above the current resistance level, targeting a 6‑8% upside with a stop just below the 50‑day moving average. Keep an eye on any forthcoming earnings release or supplemental guidance filing—if the company announces an upward revision, the stock could experience a rapid, risk‑adjusted upside. Conversely, if the Perth rollout stalls, a defensive stop‑loss will protect the position.