Collected Wisdom

This week we look at Aurizon Holdings, Duet Group, Myer Holdings, GrainCorp and Ausnet Services.

Summary: Newsletters approve the move by Aurizon Holdings to buy back up to 5% of its shares, but they dislike Duet Group’s $400 million capital raising, given the company’s seemingly unsustainable distributions policy. Structural challenges remain for Myer as international competition gets stronger, a potentially weak harvest in 2015 is likely to challenge GrainCorp’s outlook and higher costs combined with tighter regulation may squeeze Ausnet Services, the investment press say.

Key take-out: Aurizon’s announced buyback is not only earnings accretive for investors, but it also puts the rail freight operator’s lazy balance sheet to good use, analysts say.

Key beneficiaries: General investors. Category: Shares.


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