Collected Wisdom

This week we look at South32, Aristocrat Leisure, Independence Group, Suncorp and ALS.

Summary: Most newsletters are calling South32 an excellent opportunity for investors after the BHP spin-off listed last month, as they are again for poker machine maker Aristocrat Leisure following another set of stellar results. Elsewhere, Independence Group has paid a premium for a quality asset in the acquisition of Sirius Resources, Suncorp may not be able to achieve its ambitious return on equity target and ALS may be nearing an inflection point in its earnings cycle, analysts say.

Key take-out: Analysts believe South32 is undervalued in the context of its strong balance sheet, its cost reduction program and its attractive yield.

Key beneficiaries: General investors. Category: Shares.

{{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