Collected Wisdom

This week we look at Macquarie Group, South32, Boral, Sonic Healthcare and Duet Group.

Summary: The outlook for Macquarie Group is divided following the investment bank’s latest earnings upgrade, while it is unanimously positive for South32 after the BHP spin-off released its first quarterly report. Meanwhile, investors shouldn’t get too caught up in Boral’s earnings upgrade, Sonic Healthcare faces a difficult Australian pathology market and Duet Group’s acquisition of Energy Developments relieves some pressure around its ability to deliver distributions, analysts say.

Key take-out: Several analysts struggle to see Macquarie Group running higher after its share price climb this year, but others say momentum should continue to surprise on the upside.

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