Collected Wisdom

This week we look at Transurban, Cochlear, Computershare, Ansell and SCA Property Group.

Summary: The newsletters think the market underestimates Transurban’s growth profile, even with the stock trading at record highs after its half-year results. The same can’t be said for Cochlear, however, as analysts highlight stagnant new unit sales as a reason to stay away from the medical device maker’s shares. Elsewhere, the reception for Computershare and Ansell is more mixed amid both companies’ macroeconomic challenges, while it’s slightly more negative for shopping centre portfolio owner SCA Property Group.

Key take-out: For many analysts Transurban is the top pick in the transport infrastructure segment because of its unparalleled suite of assets, high growth prospects and its healthy returns to shareholders.

{{content.question}}

Mastercard

{{ twilioFailed ? 'SMS Code Failed to Send…' : 'An SMS verification code has been sent ...' }}

Hi {{ user.FirstName }}

Looks like you have already taken a free trial

Please enter your payment details

We have sent you a code via SMS to {{user.DayPhone}}

please enter this code below to complete your SMS verification

We cannot send you a code via SMS to {{user.DayPhone}}

If you didn't receive SMS code please

SMS code cannot be sent due to: {{ twilioStatus }}

Please select one of the options below:

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

Please untick this box when using a public or shared device


Verify your mobile number to proceed...

Please check your mobile number below and press the Send Verification Code button. This will be used to complete your verification in the next step.

Please sign up for full access

Mastercard

Updating information

Please wait ...

Trial

Mastercard
{{ productPrice }} / day
( GST included )
Price $0
GST $0
Discount -{{productDiscount}}
TOTAL {{productPrice}}
  • Mastercard
  • Visa

Please click on the ACTIVATE button to finalise your membership

Mastercard

The email address you entered is registered with InvestSMART.

Please login or select "Don't know password"

Please untick this box when using a public or shared device


Register as a new member

(using a different email)

Related Articles