Stock Analysis

Inghams. Do we love ’em?

We recently researched Inghams Group (ASX:ING) in The Dynamic Investor to assess its attractiveness as an investment. ING is executing well on several fronts, including recovering lost Woolworths volume via new contracts, improving volume growth and passing through price increases. Since our report, the shares have continued to retrace. Accordingly, we consider whether this presents an opportunity. Or is the risk-reward balance still unfavourable? About Inghams Group Inghams Group is the largest vertically-integrated poultry producer across Australia and NZ, with …

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Can Steadfast shares break to higher levels?

Shares in Steadfast Group (ASX:SDF) have been range bound since an ABC exposé on the strata industry in September last year. While that chapter is now in the past, the shares have never fully recovered and have underperformed its peer AUB Group in that time. We recently researched SDF in The Dynamic Investor to assess its attractiveness as an investment. About Steadfast Group Steadfast Group operates insurance broker and agency networks in Australia, NZ, Singapore and the US. The Company …

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At what point is SGH a buy?

We researched SGH Ltd (ASX:SGH) in The Dynamic Investor earlier this month. Our conclusion was that the weakness in the shares presented an opportunity. With the shares having gained strongly since our report, we consider whether current levels remain an attractive entry point. About SGH SGH Ltd (formerly Seven Group Holdings) is a diversified operating and investment group with interests in the industrial services, media and energy sectors. The name change took effect on 22 November 2024. The Company’s industrial …

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Can Orica continue to rally?

We recently researched Orica (ASX:ORI) in The Dynamic Investor after the Company reported a strong underlying result for the six months to 31 March 2025 (1H25), which exceeded consensus estimates. Market sentiment towards ORI has improved markedly over the last 18 months. The market placing greater weight on the potential for margin expansion over the medium term from pricing growth in domestic ammonium nitrate markets and further penetration of value-added products. With the shares having recovered well off its recent …

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Further Upside for Corporate Travel

We recently researched Corporate Travel Management (ASX:CTD) after the Company downgraded its profit guidance for FY25. We concluded that price weakness at the time presented an entry opportunity. In particular, near-term risk surrounding group earnings (i.e. over-rides and contract delays) appeared priced in. With the shares having trended upwards since our recent report, we consider whether current levels remain attractive. About Corporate Travel Management Corporate Travel Management is a global provider of travel solutions spanning corporate, events, leisure, loyalty and …

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