Collected Wisdom

This week we look at Origin Energy, UGL, SCA Property Group, Energy Resources of Australia and Greencross.

Summary: Investment houses like the outlook for Origin Energy after the energy company’s latest briefing, approving of its quick steps to minimise the impact of disruptive forces in the industry. Meanwhile, they are negative towards engineering services company UGL, real estate investment trust SCA Property Group and Energy Resources of Australia. Elsewhere, Greencross appeals to analysts for its exposure to the growing pet sector, but they remain concerned about the company’s roll-out strategy and balance sheet.

Key take-out: Origin’s recent initiatives will sustain momentum in the energy markets division, while the near-term start-up of the Australia Pacific LNG project should propel earnings, analysts say.


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