Stock Analysis

Time to buy the dip in Downer EDI?

Downer EDI (ASX:DOW) revealed an unexpected earnings downgrade and revelation of accounting irregularities in early December. This sent the shares plummeting to near 3-year lows. We recently researched DOW in The Dynamic Investor to assess whether the shares were oversold. Overview of Downer EDI Downer EDI is a services company focusing predominantly on the maintenance of infrastructure, such as roads, railways, telecoms and utilities. Following a recent restructure, the Company has largely divested its prior mining exposure and is transitioning …

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Can the rally in IDP Education shares be sustained?

We researched IDP Education (ASX:IEL) in The Dynamic Investor prior to Christmas and took a positive view on the stock fundamentals, as we felt that the valuation metrics had become more appealing. With the share price having since re-rated significantly, do current levels still present an attractive entry opportunity? Overview Of IDP Education IDP Education operates English testing as a co-owner of the largest global English proficiency test, International English Language Testing System (IELTS). The IELTS agreement runs under a …

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Is SEEK at tech company worth buying?

We recently researched SEEK (ASX:SEK) in The Dynamic Investor after the Company re-iterated guidance for the 12 months to 30 June 2023 (FY23) at its AGM in mid-November. The announcement was initially well received by the market. This was especially given a weaker outlook for SEEK ANZ volumes, as reflected in market expectations for a steady rise in the unemployment rate, and the recent deterioration in job ads. With the share price having retraced significantly since early December, do current …

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Can Brickworks benefit further from increased construction?

The swings in Brickworks’ (ASX:BKW) share price over the last 18 months reflects oscillating investor sentiment, driven by the strong performance and long-term attraction of the Property division on the one hand, and on the other, increasing challenging conditions for the Building Products division. With recent Company commentary continuing to point to ongoing strong conditions for the Property division, are the shares finally ready for a re-rating? Overview Of Brickworks Brickworks comprises four divisions: i. Building Products Australia – comprises …

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Can the rally in Qube shares continue?

We recently researched Qube Holdings (ASX:QUB) in The Dynamic Investor following a recent trading update. While the latter highlighted resilient earnings in light of current challenges for the domestic economy, the Company has yet to achieve the expected earnings uplift following a period of significant capital expenditure (CAPEX). With QUB embarking on a plan to improve returns, and having an under-geared balance sheet at its disposal, are the shares primed for a re-rating? Overview Of Qube Holdings Qube Holdings provides …

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