Collected Wisdom

This week we look at IOOF Holdings, FlexiGroup, SP AusNet, Singapore Telecommunications, and GrainCorp.

Summary: The newsletters generally like the look of IOOF following its acquisition of SFG Australia, and say financing company FlexiGroup looks cheap at current levels. There are short-term uncertainties around energy infrastructure group SP AusNet, while Optus is being recognised as a drag on Singapore Telecommunications’ performance. And one-time takeover target GrainCorp is being seen as fair value, with a result roughly in line with expectations.


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