Stock Analysis

Will we see more upside for Viva Energy shares?

Recent announces from Viva Energy Group (ASX:VEA) indicate an improvement in operating conditions. However, they have provided further details on potential growth opportunities over the medium-to-longer term. Accordingly, we assess the extent to which these factors can support future upside in the shares. About Viva Energy Group Viva Energy Group is one of Australia’s leading energy companies. They supply approximately a quarter of the Australia’s liquid fuel requirements. The Company is the exclusive supplier of high-quality Shell fuels and lubricants …

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When to buy Nine Entertainment shares

We recently researched Nine Entertainment (ASX:NEC) after the Company released a trading update for the 1st quarter of financial year 2022 (1Q22). Media stocks are generally well leveraged to a domestic economic & business recovery once COVID-19 challenges and restrictions ease. However, Nine Entertainment shares have struggled to gain any real ground over the last year. Accordingly, we assess the extent to which both macro and Company-specific factors can provide future upside in the shares. About Nine Entertainment The principal …

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Is the pullback in McMillan Shakespeare shares a buying opportunity?

The share price of McMillan Shakespeare (ASX:MMS) has endured a period of weakness since late September. One of the reasons for the weakness has been the impact from new vehicle supply constraints on the novated leasing business. We recently researched the Company to assess whether there were other fundamental drivers that could offset the earnings impact. Is the market overlooking earnings potential from other areas of the business & initiatives? Or are the benefits from these too far into the …

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An opportunity to buy Metcash

Metcash (ASX:MTS) is transitioning from a Food wholesaler facing structural headwinds to a Hardware retailer and wholesaler with a market leading trade offer. Based on the Company’s results for the six months to 31 October 2021 (1H22), the transition is happening faster than expected – as evidenced by the jump in the share price since the announcement of the 1H22 results. Hardware is now a larger earnings contributor than Food and the key driver of growth, with the Trade segment …

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Time to buy shares in Elders?

We recently revisited Elders (ASX:ELD) in The Dynamic Investor after the Company reported a strong result for the 12 months to 30 September 2021 (FY21). External factors such as favourable weather and strong livestock prices support the outlook. In addition, there are several internally driven initiatives that have the potential to augment earnings growth over the medium-term. These growth opportunities have mainly come about from the acquisition of Australian Independent Rural Retailers (AIRR) in July 2019, which has significantly expanded …

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