Stock Analysis

Why Ansell shares can continue to trend higher

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The acquisition of Kimberly-Clark’s Personal Protective Equipment business (renamed as ‘KBU’) has led to a re-rating in Ansell (ASX:ANN) shares over the six months. KBU is the Company’s first major acquisition in over 10 years in terms of the quantum of both price paid and revenue contribution. With the shares having recently retraced from its highs, we researched Ansell in The Dynamic Investor in mid-March. With the integration of the KBU acquisition progressing well, are there other factors that could …

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Is Sonic Healthcare ready for a recovery?

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Sonic Healthcare (ASX:SHL) shares have been under pressure over the last 18 months and they are trading well below the highs reach in mid-2023. Sentiment has been impacted by slower delivery of margin improvement initiatives, profit downgrades, and low organic growth rates in the US pathology business. After the Company recently reported interim results (1H25), we researched SHL in The Dynamic Investor. Does the current weakness in the shares present an entry opportunity? About Sonic Healthcare Sonic Healthcare provides highly …

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Time to get defensive with Auckland International Airport shares?

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Market sentiment towards Auckland International Airport (ASX:AIA) has been impacted by regulatory uncertainty. Another factor has been downgrades to consensus estimates for FY26 and FY27 in light of lower passenger growth assumptions. The latter emerged following the release of interim results in February (1H25). Accordingly, we consider whether current levels offer value. About Auckland International Airport Auckland International Airport is the owner and operator of Auckland Airport, New Zealand’s largest international airport. The Company owns 1,300ha of land, and hosts …

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Is Reliance Worldwide now good value?

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Shares in Reliance Worldwide Corporation (ASX:RWC) have retraced from a recent high of $5.45 per share in January. This is due to concerns about weakening macro conditions in the US, which have resulted in downgrades to revenue estimates. With this in mind, we recently researched RWC in The Dynamic Investor to assess whether current levels offer value. About Reliance Worldwide Corporation Reliance Worldwide Corporation is a global designer, manufacturer and supplier of premium-branded water flow and control products. These products …

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Have SGH shares run too hard?

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We recently researched SGH Ltd (ASX:SGH) in The Dynamic Investor. The shares have enjoyed a steady re-rating since the full year results in August. This is mainly due to the successful integration of the Boral acquisition since fully acquiring this business in July 2024. Market confidence in SGH was reinforced after the Company reported earnings for the six months to 31 December 2024 (1H25) that were ahead of market expectations. In addition, SGH repeated prior guidance for high-single-digit growth in …

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