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Rudi’s View: Infomedia, MNF Group & BHP

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Always an independent thinker, Rudi has not shied away from making big out-of-consensus predictions that proved accurate later on. When Rio Tinto shares surged above $120 he wrote investors should sell. In mid-2008 he warned investors not to hold on to equities in oil producers. In August 2008 he predicted the largest sell-off in commodities stocks was about to follow. In 2009 he suggested Australian banks were an excellent buy. Between 2011 and 2015 Rudi consistently maintained investors were better off avoiding exposure to commodities and to commodities stocks. Post GFC, he dedicated his research to finding All-Weather Performers. See also "All-Weather Performers" on this website, as well as the Special Reports section.

Rudi's View | Jul 17 2020

This story features MNF GROUP LIMITED, and other companies. For more info SHARE ANALYSIS: MNF

In Part Two of this week’s Weekly Insights:

-Conviction Calls
-FNArena Talks

Conviction Calls

By Rudi Filapek-Vandyck, Editor FNArena

The August reporting season is approaching in Australia and emerging companies specialists at Morgan Stanley have lined up their Conviction Picks for the season, as well as a few candidates best avoided.

Morgan Stanley really, really likes communication/infrastructure company MNF Group ((MNF)), pointing out management has twice reiterated guidance for FY20 and the company’s operations are genuinely enjoying a boost from lockdowns and the global pandemic.

MNF, reports Morgan Stanley, is one of few companies on the ASX for which the analysts feel confident the company will be able to beat pre-virus forecasts in August.

Typical for the year, Morgan Stanley’s second ranked favourite stock equally operates in the technology space with Nitro Software ((NTO)) allowing users to create and share PDF documents, in and outside of the cloud, without paying Adobe for the privilege.

Nitro management too is enjoying a boost since lockdowns and has reiterated guidance as printed in IPO documents.

Favourite number three is Breville Group ((BRG)), which shouldn’t surprise as Morgan Stanley only initiated coverage this week, and it truly was a glowing assessment of Sydney-based manufacturer of home appliances under well-known brands Kambrook, Ronson, Sage, and Breville.

Morgan Stanley is cautious regarding Webjet ((WEB)), G8 Education ((GEM)), and Lovisa Holdings ((LOV)), also noting Lovisa has traditionally not been strong in online sales.

Two stocks received an honourable mention: Pacific Smiles Group ((PSQ)), which could materially surprise if June momentum continues, and 3P Learning ((3PL)) which might transform itself into the come-back kid du jour.

****

Quant analysts at Credit Suisse have equally done their homework and lined up potential surprises and disappointments, re-ratings and de-ratings ahead of the August reporting season.

As is standard practice for the quant desk, a lot of mumbo jumbo on the basis of historic and other data is behind the lists of names generated.

Candidates for a potential de-rate in August include Woodside Petroleum ((WPL)), Ampol ((ALD)), Mineral Resources ((MIN)), Fortescue Metals ((FMG)), Fletcher Building ((FBU)), Boral ((BLD)), Qube Holdings ((QUB)), Cleanaway Waste Management ((CWY)), Wesfarmers ((WES)), Breville Group, Coles ((COL)), Woolworths ((WOW)), Fisher & Paykel Healthcare ((FPH)), ResMed ((RMD)), CommBank ((CBA)), Bank of Queensland ((BOQ)), QBE Insurance ((QBE)), Medibank Private ((MPL)), Netwealth ((NWL)), ASX ((ASX)), Spark New Zealand ((SPK)), Telstra ((TLS)), Appen ((APX)), WiseTech Global ((WTC)), Spark Infrastructure ((SKI)), AusNet Services ((AST)), Goodman Group ((GMG)), and Centuria Industrial REIT ((CIP)).

A quick glance throughout that list shows most candidates are trading on a sizeable premium to broader market, or they have been battling battles for quite some time.

Companies seen as potential re-rate candidates in August include Resolute Mining ((RSG)), Northern Star ((NST)), Austal ((ASB)), Tassal Group ((TGR)), United Malt Group ((UMG)), Avita Medical ((AVH)), Clinuvel Pharmaceuticals ((CUV)), Insurance Australia Group ((IAG)), nib Holdings ((NHF)), Omni Bridgeway ((OBL)), TPG Telecom ((TPG)), NextDC ((NXT)), and Charter Hall Long WALE REIT ((CLW)).

For those who are worried about market positioning (either way), the quant team has lined up two additional lists.

Crowded shorts include Downer EDI ((DOW)), Virgin Money UK ((VUK)), Star Entertainment Group ((SGR)), Beach Energy ((BPT)), Spark Infrastructure, Aristocrat Leisure ((ALL)), QBE Insurance, Treasury Wine Estates ((TWE)), Sydney Airport ((SYD)), and AGL Energy ((AGL)).

Crowded longs include Afterpay ((APT)), AMP ((AMP)), Rio Tinto ((RIO)), a2 Milk ((A2M)), Reliance Worldwide ((RWC)), WiseTech Global, Domino’s Pizza ((DMP)), BHP Group ((BHP)), Tabcorp Holdings ((TAH)), and JB Hi-Fi ((JBH)).

The underlying suggestion is that the first group could potentially reverse negative sentiment whereby shorts need to cover and others jump on board, which could put some genuine fireworks underneath the share price.

In terms of the second list, the suggestion is that once everybody is on board, there’s not much left in terms of additional buyers, so any further upside might be limited even in case of a positive surprise.

****

One of the advantages of seeing professional investors struggle with market momentum and hard-to-beat benchmarks is that an increasing number feels an urge to communicate more often with media and retail investors.

Local stalwart Ausbil released a Q&A formatted macro outlook with co-founder, executive chairman & chief investment officer, head of equities, Paul Xiradis.

And so we know Ausbil has been increasing its exposure to tech stocks, as well as buying shares in Qantas ((QAN)), Transurban ((TCL)), Ramsay Health Care ((RHC)) and Sonic Healthcare ((SHL)), while maintaining its position in CSL ((CSL)).

The post-pandemic recovery story was further enlarged by a new position in OZ Minerals ((OZL)).

Ausbil still very much likes Goodman Group ((GMG)), plus has added exposure selectively to retailers JB Hi-Fi ((JBH)) and Super Retail ((SUL)).

One key underweight position mentioned is retail real estate.

****

UBS strategists responsible for the Model Portfolio in Australia have decided to stay overweight cyclicals and the economic recovery story, but one can sense from reading in between the lines it’s a position that is losing conviction.

Just about every update from the team emphasises it is but a temporary view and investors are warned every single time to keep an eye out for possible turning points.

The Portfolio has now reduced its Overweight exposure to banks.

New additions to the Portfolio include APA Group ((APA)), CSR ((CSR)), Sims ((SGM)), Woolworths and AGL Energy while a rather long queue has been sold, including Breville Group, South32 ((S32)), Premier Investments ((PMV)), Challenger ((CGF)), TechnologyOne ((TNE)), IOOF Holdings ((IFL)), Sonic Healthcare, Fisher & Paykel Healthcare ((FPH)), and Seek ((SEK)).

****

Mining analysts at JP Morgan have communicated their sector preferences as BHP Group ((BHP)), Rio Tinto, IGO ((IGO)), St Barbara ((SGM)), and Gold Road Resources ((GOR)).

While analysts at Macquarie express caution towards most gold producers ahead of quarterly production updates and the August reporting season.

Westgold Resources ((WGX)) is singled out as a Top Pick among junior gold stocks, because of its operational leverage.

****

A recent update on small caps in Australia by Credit Suisse revealed the analysts are anticipating a volatile year ahead for ASX listed minnows.

Selected favourites for the year ahead are Bapcor ((BAP)), Capitol Health ((CAJ)), Infomedia ((IFM)), Inghams Group ((ING)), Seven Group Holdings ((SVW)), Tassal Group ((TGR)), and Xero ((XRO)).

JP Morgan’s preference continues to be with Corporate Travel Management ((CTD)) while it continues to dislike Collection House ((CLH)).

****

The latest update on Wilsons’ Convictions revealed two stocks have been added to the short list in June: ARB Corp ((ARB)) and Whispir ((WSP)).

Both joined Collins Foods ((CKF)), Nuchev ((NUC)), Integral Diagnostics ((IDX)), Telix Pharmaceuticals ((TLX)), and ResMed ((RMD)) who all kept their inclusion on the Conviction List.

****

As has become a recent tradition, analysts at Bell Potter have lined up their specific favourites for each segment of the Australian share market for the year ahead.

-Banks & general insurers: Macquarie Group ((MQG)), CommBank ((CBA)), MyState ((MYS));

-Financials: AMP, Janus Henderson ((JHG)), Pendal Group ((PDL)), Perpetual ((PPT)), Afterpay ((APT)), and Life 360 ((360));

-LICs: MFF Capital Investments ((MFF)), Magellan Global Trust ((MGG)), WCM Global Growth ((WQG));

-Agriculture and fast moving consumer goods (FMCG): Inghams Group ((ING)), Elders ((ELD)), and Rural Funds Group ((RFF));

-Technology: Uniti Group ((UWL)), Infomedia, and PWR Holdings ((PWH));

-Discretionary retail & professional services: Temple & Webster ((TPW)), City Chic Collective ((CCX)), and IPH Ltd ((IPH));

-Industrials: Carbon Revolution ((CBR)), Corporate Travel Management, Emeco Holdings ((EHL)), Johns Lyng Group ((JLG)), Mader Group ((MAD)), and Rhipe ((RHP));

-Resources & Energy: Alpha HPA ((A4N)), Byron Energy ((BYE)), Comet Ridge ((COI)), Mincor Resources ((MCR)), Nickel Mines ((NIC)), Pantoro ((PNR)), Regis Resources ((RRL)), Senex Energy ((SXY)), and Westgold Resources;

-Healthcare & Biotech: Mesoblast ((MSB)), Genetic Signature ((GSS)), Opthea ((OPT)), Oncosil Medical ((OSL)), Avita Medical ((AVH)), and Volpara Health Technologies ((VHT));

-Emerging Companies: Pointsbet ((PBH)) and Resimac ((RMC)).

****

In a similar fashion to Bell Potter, analysts at Canaccord have equally selected their Best Investment Ideas, divided over Large caps, mid-caps and small cap stocks, but we’ll simply stick to sectors below.

Cyclicals

-Resources: BHP Group, Alumina Ltd ((AWC)), OZ Minerals, Iluka Resources ((ILU)), and Saracen Minerals ((SAR));

-Oil&Gas: Woodside Petroleum and Origin Energy ((ORG));

-Mining services: Perenti Global ((PRN));

-Banks: National Australia Bank ((NAB)) and Westpac ((WBC));

-Financials: Macquarie Group;

-Materials: Amcor ((AMC)), Boral ((BLD)) and Reliance Worldwide ((RWC));

-Consumer Discretionary: City Chic Collective ((CCX)) and Redbubble ((RBL));

Sensitives

-Industrials: Brambles ((BXB)) and Cleanaway Waste Management;

-Communication Services: Nine Entertainment ((NEC)), Macquarie Telecom ((MAQ)) and MNF Group;

-Info Tech: REA Group ((REA)) and NextDC ((NXT));

-Infrastructure: Transurban ((TCL)) and Atlas Arteria ((ALX));

-Utilities: AGL Energy ((AGL))

Defensives

-Consumer Staples: Treasury Wine Estates ((TWE));

-Wagering and Gaming: Aristocrat Leisure ((ALL)), Tabcorp Holdings ((TAH)) and Betmakers Technology Group ((BET));

-Healthcare: CSL, Sonic Healthcare ((SHL)) and Ansell ((ANN));

Listed Property

AREITs: Scentre Group ((SCG)), Stockland ((SGP)), Goodman Group and Abacus Property Group ((ABP)).

FNArena Talks

-One of my recent interviews is now available as a podcast via Spark Your F.I.R.E. buff.ly/3j0A1Gm

-Webinars in September: CPA SMSF Discussion Group (16th) and Australian Shareholders Association (ASA) on 22nd

(Do note that, in line with all my analyses, appearances and presentations, all of the above names and calculations are provided for educational purposes only. Investors should always consult with their licensed investment advisor first, before making any decisions.)  

P.S. I – All paying members at FNArena are being reminded they can set an email alert for my Rudi's View stories. Go to My Alerts (top bar of the website) and tick the box in front of 'Rudi's View'. You will receive an email alert every time a new Rudi's View story has been published on the website. 

P.S. II – If you are reading this story through a third party distribution channel and you cannot see charts included, we apologise, but technical limitations are to blame.

Find out why FNArena subscribers like the service so much: "Your Feedback (Thank You)" – Warning this story contains unashamedly positive feedback on the service provided.

FNArena is proud about its track record and past achievements: Ten Years On

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CHARTS

360 3PL A2M A4N ABP AGL ALD ALL ALX AMC AMP ANN APA APT APX ARB ASB AST ASX AVH AWC BAP BET BHP BLD BOQ BPT BRG BXB BYE CAJ CBA CBR CCX CGF CIP CKF CLH CLW COI COL CSL CSR CTD CUV CWY DMP DOW EHL ELD FBU FMG FPH GEM GMG GOR GSS IAG IDX IFL IFM IGO ILU ING IPH JBH JHG JLG LOV MAD MAQ MCR MFF MGG MIN MNF MPL MQG MSB MYS NAB NEC NHF NIC NST NTO NUC NWL NXT OBL OPT ORG OSL OZL PBH PDL PMV PNR PPT PRN PSQ PWH QAN QBE QUB RBL REA RFF RHC RHP RIO RMC RMD RRL RSG RWC S32 SAR SCG SEK SGM SGP SGR SHL SKI SPK SUL SVW SXY SYD TAH TCL TGR TLS TLX TNE TPG TPW TWE UMG UWL VHT VUK WBC WEB WES WGX WOW WPL WQG WSP WTC XRO

For more info SHARE ANALYSIS: 360 - LIFE360 INC

For more info SHARE ANALYSIS: 3PL - 3P LEARNING LIMITED

For more info SHARE ANALYSIS: A2M - THE A2 MILK COMPANY LIMITED

For more info SHARE ANALYSIS: A4N - ALPHA HPA LIMITED

For more info SHARE ANALYSIS: ABP - ABACUS PROPERTY GROUP

For more info SHARE ANALYSIS: AGL - AGL ENERGY LIMITED

For more info SHARE ANALYSIS: ALD - AMPOL

For more info SHARE ANALYSIS: ALL - ARISTOCRAT LEISURE LIMITED

For more info SHARE ANALYSIS: ALX - ATLAS ARTERIA

For more info SHARE ANALYSIS: AMC - AMCOR LIMITED

For more info SHARE ANALYSIS: AMP - AMP LIMITED

For more info SHARE ANALYSIS: ANN - ANSELL LIMITED

For more info SHARE ANALYSIS: APA - APA GROUP

For more info SHARE ANALYSIS: APT - AFTERPAY LIMITED

For more info SHARE ANALYSIS: APX - APPEN LIMITED

For more info SHARE ANALYSIS: ARB - ARB CORPORATION LIMITED

For more info SHARE ANALYSIS: ASB - AUSTAL LIMITED

For more info SHARE ANALYSIS: AST - AUSNET SERVICES

For more info SHARE ANALYSIS: ASX - ASX LIMITED

For more info SHARE ANALYSIS: AVH - AVITA THERAPEUTICS, INC

For more info SHARE ANALYSIS: AWC - ALUMINA LIMITED

For more info SHARE ANALYSIS: BAP - BAPCOR LIMITED

For more info SHARE ANALYSIS: BET - BETMAKERS TECHNOLOGY GROUP LTD

For more info SHARE ANALYSIS: BHP - BHP GROUP

For more info SHARE ANALYSIS: BLD - BORAL LIMITED

For more info SHARE ANALYSIS: BOQ - BANK OF QUEENSLAND LIMITED

For more info SHARE ANALYSIS: BPT - BEACH ENERGY LIMITED

For more info SHARE ANALYSIS: BRG - BREVILLE GROUP LIMITED

For more info SHARE ANALYSIS: BXB - BRAMBLES LIMITED

For more info SHARE ANALYSIS: BYE - BYRON ENERGY LIMITED

For more info SHARE ANALYSIS: CAJ - CAPITOL HEALTH LIMITED

For more info SHARE ANALYSIS: CBA - COMMONWEALTH BANK OF AUSTRALIA

For more info SHARE ANALYSIS: CBR - CARBON REVOLUTION LIMITED

For more info SHARE ANALYSIS: CCX - CITY CHIC COLLECTIVE LTD

For more info SHARE ANALYSIS: CGF - CHALLENGER LIMITED

For more info SHARE ANALYSIS: CIP - CENTURIA INDUSTRIAL REIT

For more info SHARE ANALYSIS: CKF - COLLINS FOODS LIMITED

For more info SHARE ANALYSIS: CLH - COLLECTION HOUSE LIMITED

For more info SHARE ANALYSIS: CLW - CHARTER HALL LONG WALE REIT

For more info SHARE ANALYSIS: COI - COMET RIDGE LIMITED

For more info SHARE ANALYSIS: COL - COLES GROUP LIMITED

For more info SHARE ANALYSIS: CSL - CSL LIMITED

For more info SHARE ANALYSIS: CSR - CSR LIMITED

For more info SHARE ANALYSIS: CTD - CORPORATE TRAVEL MANAGEMENT LIMITED

For more info SHARE ANALYSIS: CUV - CLINUVEL PHARMACEUTICALS LIMITED

For more info SHARE ANALYSIS: CWY - CLEANAWAY WASTE MANAGEMENT LIMITED

For more info SHARE ANALYSIS: DMP - DOMINO'S PIZZA ENTERPRISES LIMITED

For more info SHARE ANALYSIS: DOW - DOWNER EDI LIMITED

For more info SHARE ANALYSIS: EHL - EMECO HOLDINGS LTD

For more info SHARE ANALYSIS: ELD - ELDERS LIMITED

For more info SHARE ANALYSIS: FBU - FLETCHER BUILDING LIMITED

For more info SHARE ANALYSIS: FMG - FORTESCUE METALS GROUP LTD

For more info SHARE ANALYSIS: GEM - G8 EDUCATION LIMITED

For more info SHARE ANALYSIS: GMG - GOODMAN GROUP

For more info SHARE ANALYSIS: GOR - GOLD ROAD RESOURCES LIMITED

For more info SHARE ANALYSIS: GSS - GENETIC SIGNATURES LIMITED

For more info SHARE ANALYSIS: IAG - INSURANCE AUSTRALIA GROUP LIMITED

For more info SHARE ANALYSIS: IDX - INTEGRAL DIAGNOSTICS LIMITED

For more info SHARE ANALYSIS: IFL - IOOF HOLDINGS LIMITED

For more info SHARE ANALYSIS: IFM - INFOMEDIA LTD

For more info SHARE ANALYSIS: IGO - IGO LIMITED

For more info SHARE ANALYSIS: ILU - ILUKA RESOURCES LIMITED

For more info SHARE ANALYSIS: ING - INGHAMS GROUP LIMITED

For more info SHARE ANALYSIS: IPH - IPH LIMITED

For more info SHARE ANALYSIS: JBH - JB HI-FI LIMITED

For more info SHARE ANALYSIS: JHG - JANUS HENDERSON GROUP PLC.

For more info SHARE ANALYSIS: JLG - JOHNS LYNG GROUP LIMITED

For more info SHARE ANALYSIS: LOV - LOVISA HOLDINGS LIMITED

For more info SHARE ANALYSIS: MAD - MADER GROUP LIMITED

For more info SHARE ANALYSIS: MAQ - MACQUARIE TELECOM GROUP LIMITED

For more info SHARE ANALYSIS: MCR - MINCOR RESOURCES NL

For more info SHARE ANALYSIS: MFF - MFF Capital Investments Ltd

For more info SHARE ANALYSIS: MGG - Magellan Global Trust

For more info SHARE ANALYSIS: MIN - MINERAL RESOURCES LIMITED

For more info SHARE ANALYSIS: MNF - MNF GROUP LIMITED

For more info SHARE ANALYSIS: MPL - MEDIBANK PRIVATE LIMITED

For more info SHARE ANALYSIS: MQG - MACQUARIE GROUP LIMITED

For more info SHARE ANALYSIS: MSB - MESOBLAST LIMITED

For more info SHARE ANALYSIS: MYS - MYSTATE LIMITED

For more info SHARE ANALYSIS: NAB - NATIONAL AUSTRALIA BANK LIMITED

For more info SHARE ANALYSIS: NEC - NINE ENTERTAINMENT CO. HOLDINGS LIMITED

For more info SHARE ANALYSIS: NHF - NIB HOLDINGS LIMITED

For more info SHARE ANALYSIS: NIC - NICKEL MINES LIMITED

For more info SHARE ANALYSIS: NST - NORTHERN STAR RESOURCES LTD

For more info SHARE ANALYSIS: NTO - NITRO SOFTWARE LIMITED

For more info SHARE ANALYSIS: NUC - NUCHEV LIMITED

For more info SHARE ANALYSIS: NWL - NETWEALTH GROUP LIMITED

For more info SHARE ANALYSIS: NXT - NEXTDC LIMITED

For more info SHARE ANALYSIS: OBL - OMNI BRIDGEWAY LIMITED

For more info SHARE ANALYSIS: OPT - OPTHEA LIMITED

For more info SHARE ANALYSIS: ORG - ORIGIN ENERGY LIMITED

For more info SHARE ANALYSIS: OSL - ONCOSIL MEDICAL LTD

For more info SHARE ANALYSIS: OZL - OZ MINERALS LIMITED

For more info SHARE ANALYSIS: PBH - POINTSBET HOLDINGS LTD

For more info SHARE ANALYSIS: PDL - PENDAL GROUP LIMITED

For more info SHARE ANALYSIS: PMV - PREMIER INVESTMENTS LIMITED

For more info SHARE ANALYSIS: PNR - Pantoro Ltd

For more info SHARE ANALYSIS: PPT - PERPETUAL LIMITED

For more info SHARE ANALYSIS: PRN - PERENTI GLOBAL LIMITED

For more info SHARE ANALYSIS: PSQ - PACIFIC SMILES GROUP LIMITED

For more info SHARE ANALYSIS: PWH - PWR HOLDINGS LIMITED

For more info SHARE ANALYSIS: QAN - QANTAS AIRWAYS LIMITED

For more info SHARE ANALYSIS: QBE - QBE INSURANCE GROUP LIMITED

For more info SHARE ANALYSIS: QUB - QUBE HOLDINGS LIMITED

For more info SHARE ANALYSIS: RBL - REDBUBBLE LIMITED

For more info SHARE ANALYSIS: REA - REA GROUP LIMITED

For more info SHARE ANALYSIS: RFF - RURAL FUNDS GROUP

For more info SHARE ANALYSIS: RHC - RAMSAY HEALTH CARE LIMITED

For more info SHARE ANALYSIS: RHP - RHIPE LIMITED

For more info SHARE ANALYSIS: RIO - RIO TINTO LIMITED

For more info SHARE ANALYSIS: RMC - RESIMAC GROUP LTD

For more info SHARE ANALYSIS: RMD - RESMED INC

For more info SHARE ANALYSIS: RRL - REGIS RESOURCES LIMITED

For more info SHARE ANALYSIS: RSG - RESOLUTE MINING LIMITED

For more info SHARE ANALYSIS: RWC - RELIANCE WORLDWIDE CORPORATION LIMITED

For more info SHARE ANALYSIS: S32 - SOUTH32 LIMITED

For more info SHARE ANALYSIS: SAR - SARACEN MINERAL HOLDINGS LIMITED

For more info SHARE ANALYSIS: SCG - SCENTRE GROUP

For more info SHARE ANALYSIS: SEK - SEEK LIMITED

For more info SHARE ANALYSIS: SGM - SIMS LIMITED

For more info SHARE ANALYSIS: SGP - STOCKLAND

For more info SHARE ANALYSIS: SGR - THE STAR ENTERTAINMENT GROUP LIMITED

For more info SHARE ANALYSIS: SHL - SONIC HEALTHCARE LIMITED

For more info SHARE ANALYSIS: SKI - SPARK INFRASTRUCTURE GROUP

For more info SHARE ANALYSIS: SPK - SPARK NEW ZEALAND LIMITED

For more info SHARE ANALYSIS: SUL - SUPER RETAIL GROUP LIMITED

For more info SHARE ANALYSIS: SVW - SEVEN GROUP HOLDINGS LIMITED

For more info SHARE ANALYSIS: SXY - SENEX ENERGY LIMITED

For more info SHARE ANALYSIS: SYD - SYDNEY AIRPORT HOLDINGS LIMITED

For more info SHARE ANALYSIS: TAH - TABCORP HOLDINGS LIMITED

For more info SHARE ANALYSIS: TCL - TRANSURBAN GROUP

For more info SHARE ANALYSIS: TGR - TASSAL GROUP LIMITED

For more info SHARE ANALYSIS: TLS - TELSTRA CORPORATION LIMITED

For more info SHARE ANALYSIS: TLX - TELIX PHARMACEUTICALS LIMITED

For more info SHARE ANALYSIS: TNE - TECHNOLOGYONE LIMITED

For more info SHARE ANALYSIS: TPG - TPG TELECOM LIMITED

For more info SHARE ANALYSIS: TPW - TEMPLE & WEBSTER GROUP

For more info SHARE ANALYSIS: TWE - TREASURY WINE ESTATES LIMITED

For more info SHARE ANALYSIS: UMG - UNITED MALT GROUP LIMITED

For more info SHARE ANALYSIS: UWL - UNITI GROUP LIMITED

For more info SHARE ANALYSIS: VHT - VOLPARA HEALTH TECHNOLOGIES LIMITED

For more info SHARE ANALYSIS: VUK - VIRGIN MONEY UK PLC

For more info SHARE ANALYSIS: WBC - WESTPAC BANKING CORPORATION

For more info SHARE ANALYSIS: WEB - WEBJET LIMITED

For more info SHARE ANALYSIS: WES - WESFARMERS LIMITED

For more info SHARE ANALYSIS: WGX - WESTGOLD RESOURCES LIMITED

For more info SHARE ANALYSIS: WOW - WOOLWORTHS LIMITED

For more info SHARE ANALYSIS: WPL - WOODSIDE PETROLEUM LIMITED

For more info SHARE ANALYSIS: WQG - WCM Global Growth Ltd

For more info SHARE ANALYSIS: WSP - WHISPIR LIMITED

For more info SHARE ANALYSIS: WTC - WISETECH GLOBAL LIMITED

For more info SHARE ANALYSIS: XRO - XERO LIMITED