Collected Wisdom

This week we look at Asciano, Metcash, JB Hi-Fi, Mineral Resources and Ramsay Health Care.

Summary: The newsletters are generally happy with the cost-cutting drive by rail and ports operator Asciano, but they have concerns over whether groceries wholesaler Metcash will deliver the financial goods. Analysts are listening closely to JB Hi-Fi, which has forecast higher full-year sales and earnings, but there are concerns over mining contractor Mineral Resources following the failure of its takeover offer for Aquila, and it’s a case of watch and see for Ramsay Health Care after its acquisition of a French private hospitals group.

Key take-out: Newsletters with buy recommendations on Asciano say the stock’s underperformance over the past year suggests the market is underappreciating the company’s ability to deliver on its savings plan.

{{content.question}}

SMS Code Sent…

Hi {{ user.FirstName }}

Looks like you've already taken a free trial

Please enter your payment details

We have sent you a code via SMS to {{user.DayPhone}}

please enter this code below to activate your membership

If you didn't receive SMS code please

Looks you are already a member. Please enter your password to proceed

Please untick this box when using a public or shared device


Verify your mobile number to unlock a FREE trial

Please sign up for full access

Updating information

Please wait ...

  • Mastercard
  • Visa

Related Articles