Stock Analysis

Credit Corp is attractive but can get cheaper

Credit Corp’s (ASX:CCP) share price has weakened since the release of its interim results in February. One of the key factors underpinning the weakness being the potential regulatory risk arising from the Company’s acquisition of Collection House’s PDL book in late December 2020. As such, we recently revisited CCP to assess the validity of these regulatory concerns, as well as any factors supporting a recovery on the shares, namely the growth opportunity for the US PDL business. About Credit Corp …

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ALQ share price should continue to climb

We recently analysed ALS Ltd (ASX:ALQ) after the Company issued a trading update to determine if there could be more upside in the share price. Whilst the trading update mostly referred to strong operating conditions in the 3rd and 4th quarter of the now-completed 2021 financial year (FY21), it still has important implications for the outlook for the key Life Sciences and Commodities divisions. About ALS Ltd ALS Ltd (ALQ) is a leading testing, inspection, certification and verification company. They …

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More upside for Monadelphous shares

The share price of Monadelphous Group (ASX:MND) has suffered over the past year. Most recently, it been impacted by: i) Lower-than-usual activity levels in its Maintenance and Industrial Services division, ii) Reduced levels of demand within the oil and gas sector arising as a result of lower offshore/FIFO work, iii) Uncertainty on the cash impact from an insurance claim by Rio Tinto, iv) Concerns about a tapering iron ore CAPEX profile and v) The extent to which group margin can …

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oOh!Media has upside leverage but not without risk

oOh!Media (ASX:OML) is considered well leveraged to the recommencement of airline travel, easement of social restrictions, and improved business confidence. Indeed, results for the 12 months to 31 December 2020 (FY20) indicate that the Company has so far navigated the challenging operating environment well. To this end, we recently reviewed the Company to assess the extent and timing of the likely recovery in volumes for each of its key operating segments. Further, is the Company able to generate further cost …

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Are Austal shares good value?

We recently reviewed Austal (ASX:ASB) after a sell-down in the shares placed ASB in ‘value’ territory. While there were valid reasons for the weakness, we wanted to examine these further, as well as assess whether there were any positive catalysts. The recent weakness in the share price was attributed to market concerns about: i) ASB’s ability to replenish its shipbuilding pipeline, ii) The ongoing investigation by US regulatory authorities and iii) Whether the Company can maintain earnings (EBIT) guidance in …

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