Collected Wisdom

This week we look at Brickworks, Sigma Pharmaceuticals, Woodside Petroleum and Nufarm Limited.

Summary: Analysts were pleased with the Brickworks half year result, which gained strength through housing demand on the east coast, while Sigma Pharmaceuticals’ recent acquisitions look to add earnings and consensus is a hold with the belief it is fully priced. Consensus is also a hold on Woodside Petroleum, as analysts wait for management’s next move after the Browse floating LNG project was shelved.

Key take out: Consensus is that crop protection manufacturer Nufarm is fairly priced, with the market pleased, though not blown away, by the half-year result.


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