Collected Wisdom

This week we look at Brambles, Seven West Media, Suncorp, Scentre Group and Boral.

Summary: The investment press are confident Brambles will grow earnings at a higher rate in the second half of 2014-15, while they are almost unanimous in describing Seven West Media as a quality company with an attractive long-term outlook.  Suncorp’s share price is likely to stay supported by its healthy dividend yield, Scentre Group appears to have reached full value after its rise since listing and Boral faces difficult conditions ahead, newsletters say.

Key take-out: On top of recent contract wins and acquisitions, Brambles’ business in emerging markets has significant room to grow and earnings will continue to benefit from the falling Australian dollar, say newsletters.

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