18 Share Tips – 6 September 2021
John Athanasiou, Red Leaf Securities BUY RECOMMENDATIONS Flight Centre Travel Group (FLT) The progress of corporate and leisure travel in the northern hemisphere has been most encouraging. Flight Centre is poised to be one of the biggest beneficiaries of this encouraging trend once Australia opens up more to increasing domestic and international travel. The share…
18 Share Tips – 30 August 2021
Philippe Bui, Medallion Financial Group BUY RECOMMENDATIONS XRF Scientific (XRF) The company makes and markets precious metal products, specialised chemicals and instruments for the scientific, analytical and mining industries. Fiscal year 2021 net profit after tax was up 64 per cent on the prior corresponding period to $5.1 million and revenue rose 8 per cent…
18 Share Tips – 23 August 2021
Tom Bleakley, BW Equities BUY RECOMMENDATIONS Family Zone Cyber Safety (FZO) This cyber safety software developer has recently acquired UK based competitor Smoothwall. The acquisition provides complementary products to Family Zone, including a market leading offering in school monitoring. There’s a good opportunity to cross sell products, which would enable the combined business to increase…
18 Share Tips – 16 August 2021
Michael Gable, Fairmont Equities BUY RECOMMENDATIONS BlueScope Steel (BSL) The steelmaker provided strong earnings guidance at the end of July due to high demand for its product. The company announced second half unaudited earnings before interest and tax of about $1.19 billion, which was above prior guidance. Consequently, this caused a spike in the share…
18 Share Tips – 9 August 2021
Chris Batchelor, Spotee.com.au BUY RECOMMENDATIONS CSR (CSR) This building products supplier should benefit from a strong housing market, driven by government incentives for construction, surging residential prices and ultra low interest rates. Working from home is contributing to an increase in renovations. CSR is also generating good revenue levels from its large land holdings, particularly…
18 Share Tips – 2 August 2021
John Athanasiou, Red Leaf Securities BUY RECOMMENDATIONS Auckland International Airport (AIA) The recent takeover bid for Sydney Airport (SYD) highlights the global demand for quality infrastructure assets impacted by COVID-19 travel restrictions. The decision by the New Zealand Government to suspend the travel bubble with Australia provides investors with an opportunity to invest in AIA…
18 Share Tips – 26 July 2021
John Anderson, Bell Potter Securities BUY RECOMMENDATIONS Brambles (BXB) This global logistics supply chain company offers a quality business that operates in more than 60 countries. BXB is a clear market leader in Australia, the US and Europe with market shares of 70 per cent, 55 per cent and 25 per cent respectively. Customers include…
18 Share Tips – 19 July 2021
Stuart Bromley, Medallion Financial Group BUY RECOMMENDATIONS Audinate Group (AD8) This technology business enables audio and visual equipment to shift from analogue to digital networking. A recent business update confirmed a strong finish to the financial year, with a 74 per cent increase in fourth quarter revenue compared to last year’s prior corresponding period. The…
18 Share Tips – 12 July 2021
Elio D’Amato, Spotee.com.au BUY RECOMMENDATIONS BetMakers Technology Group (BET) Wagering and gaming company Tabcorp has rejected the BET takeover bid and other offers. This enables BET to focus on driving its software-as-a-service betting platform into greenfield opportunities, particularly in the US. It recently acquired Sportech’s racing, tote and digital assets in the US, the UK…
18 Share Tips – 5 July 2021
John Athanasiou, Red Leaf Securities BUY RECOMMENDATIONS Endeavour Group (EDV) EDV recently listed after demerging from supermarket giant Woolworths. EDV owns retail liquor chains Dan Murphy’s and BWS. It also owns 293 hotels operating 12,364 poker machines. Our buy rating reflects EDV’s defensive earnings profile. It holds a niche position, as there is no clear…
