Summary: The newsletters believe Qantas is in the middle of a significant recovery and there’s more potential upside after the stock’s 120% surge this year, while they say the takeover bid for Bradken reflects the mining services company’s better position than its peers. Elsewhere, OceanaGold should be able to weather an uncertain gold price environment, APA Group has purchased a quality asset (but did it pay too much?) and Primary Health Care earnings shouldn’t be too harmed by the rebate cut to GPs, newsletters say.
Key take-out: Qantas shares can soar even higher as the airline benefits from its transformation program, the positive yield environment and lower fuel prices, according to newsletters.
Key beneficiaries: General investors. Category: Shares.