Summary: A mixed reaction to the takeover of Ferguson Group hasn’t deterred a positive stance toward industrial leader Brambles. Newsletters are also upbeat on Pact Group as its shares finally consolidate above their IPO price, but they are divided over NIB Holdings amid challenging claims conditions. Sigma Pharmaceutical’s acquisition strategy and capital management plan should offset industry challenges, they say, while Evolution Mining is well positioned within a deteriorating gold price environment.
Key take-out: Most newsletters anticipate strong earnings growth from Brambles over the next few years, particularly from its strengthened containers division.
Key beneficiaries: General investors. Category: Shares.