Collected Wisdom

This week we look at Oil Search, AWE, M2 Group, Lend Lease and Caltex.

Summary: Oil & gas producers Oil Search and AWE are newsletter favourites despite the slump in the oil price, with most analysts believing them to be undervalued at the moment. Elsewhere, telecommunications company M2 Group has showed the market its ability to grow organically, Lend Lease is exposed to attractive residential markets (but how much is already reflected in the share price?) and Caltex has run too hard on favourable market conditions, newsletters say.

Key take-out: Newsletters are attracted to Oil Search’s low-cost production at the PNG LNG Project, its long-term growth prospects and the fact the company is naturally at the low point of its investment cycle given the current price environment.


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