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.


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