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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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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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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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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