Collected Wisdom

This week we look at BHP Billiton, TPG Telecom, Boral, Orica and Sirtex Medical.

Summary: The newsletters are encouraged by the information released by BHP over its proposed South32 merger, while they back the decision by TPG Telecom to acquire its smaller peer iiNet. Elsewhere, Boral’s on-market buy-back is a good move, the resignation of Orica’s chief executive could increase the explosive giant’s short-term risk and the devastating share price reaction over Sirtex Medical’s clinical trial results appears fair, analysts say.

Key take-out: The South32 demerger will allow BHP to focus on its best assets and cutting costs until the iron ore price recovers, newsletters say. In the meantime, the miner’s attractive yield should help support the share price.



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