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.


SMS Code Sent…

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

Log in to access this content

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

Hi {{ user.FirstName }}

Verify your mobile number to unlock a FREE trial

Looks like you've already taken a free trial

Please sign up for full access

Updating information

Please wait ...

Related Articles