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}}

SMS Code Sent…

Hi {{ user.FirstName }}

Looks like you've 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 activate your membership

If you didn't receive SMS code please

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 unlock a FREE trial

Please sign up for full access

Updating information

Please wait ...

  • Mastercard
  • Visa

Related Articles