Orora (ASX:ORA) reaffirmed Earnings Before Interest & Tax (EBIT) guidance for the 12 months to 30 June 2027 (FY27) in a recent trading update. The troubled Saverglass division (which accounts for ~45% of the Company’s revenue and EBIT) continues to underperform. However, Saverglass’ EBIT is expected to recover in the second half of FY27. In addition, there are signs of earnings stability the other divisions and the Company is utilising an under-geared balance sheet to focus on capital management. We …

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We recently researched Fisher & Paykel Healthcare (ASX:FPH) in The Dynamic Investor. Strong hospital product demand, improving margins & operational efficiencies have been the key factors underpinning the strength in the share price over the last six months. In addition, there has been a generally more favourable shift in market sentiment towards healthcare stocks. These factors have boosted FPH’s P/E multiple towards the upper end of its historical trading range. Accordingly, we assess whether the market opportunity from new applications, …

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