Collected Wisdom

This week we look at Whitehaven Coal, Lovisa, Amcor, Qantas and Transurban.

Summary: Analysts were largely pleased with Whitehaven’s production figures, seeing at the miner as under control, with a buy consensus on the stock. A new chief executive was positively received at fashion retailer Lovisa, while Amcor’s new South American acquisition has seen price targets upgraded, with a hold on the stock. A capacity and traffic update at Qantas was weaker than expected, but analysts are positive and a buy consensus remains.

Key take out: Transurban’s increase of toll road use for the March quarter was seen as strong, with analyst consensus a hold given the belief the success has been priced in.


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