Shares in Monadelphous (ASX:MND) have recovered off their recent lows, as evidence has emerged that labour constraints were easing. We recently researched the Company in The Dynamic Investor to assess whether a recovery in the shares was sustainable. Overview of Monadelphous Group The Company provides construction, maintenance and industrial services to the resources, energy and infrastructure sector. It operates primarily in Australia, with smaller overseas operations in NZ, China, PNG, Mongolia and the US. The Company operates through two key …

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We recently researched HUB24 (ASX:HUB) following a Company update and recent acquisition. We took a NEUTRAL view on the shares on the basis that there was downside risk to earnings growth over the medium term and the fact that the announced acquisition was not well received by the market. Our charting analysis also indicated the likelihood of some further downside towards $25. With that downside target now achieved, do current levels present a more attractive entry opportunity? Overview of HUB24 …

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As a Company that enjoyed elevated earnings from COVID testing during the pandemic, Sonic Healthcare (ASX:SHL) has emerged from COVID well. The base business margins are resilient and the balance sheet is stronger. This provides ample liquidity for capital management and further acquisitions. Likewise, its share price has recovered from its lows earlier this year after an impressive interim result for the six months to 31 December 2022 (1H23), With this in mind, we recently researched Sonic Healthcare in The …

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In mid-April, we researched Cleanaway Waste Management (ASX:CWY) in The Dynamic Investor and took a positive view on the shares. We felt that market concerns around management’s ability to manage labour shortages and rising costs were largely one-off and likely to have a muted impact on CWY’s competitive position. Further, we believed that the market was likely to shift its focus from short-term issues to the potential for margin expansion and attractive project economics from the Waste-to-Energy projects over the …

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Since our recent report on Smartgroup Corporation (ASX:SIQ) in The Dynamic Investor, the trading multiple has expanded on the back of a positive market update. Notable positive included improvement in key demand indicators and an increase in the portion of orders and quotes coming from electric vehicles. With this in mind, we consider the likelihood of a further recovery in the shares back to its highs of around a year ago. About Smartgroup Corporation SIQ provides salary packaging administration and …

Read MoreIs it time to sell out of Smartgroup?