We recently researched Smartgroup Corporation (ASX:SIQ) in The Dynamic Investor. This followed weakness in the share price from a high of $8.43 per share in early March, on the back of market concerns relating to several factors. These include the cessation of the electric vehicle exemption, federal election delaying decisions and slowing like-for-like order growth. Are these factors starting to be reflected in the share price; or is the risk-reward balance unfavourable? About Smartgroup Corporation Smartgroup Corporation provides salary packaging …

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The acquisition of Kimberly-Clark’s Personal Protective Equipment business (renamed as ‘KBU’) has led to a re-rating in Ansell (ASX:ANN) shares over the six months. KBU is the Company’s first major acquisition in over 10 years in terms of the quantum of both price paid and revenue contribution. With the shares having recently retraced from its highs, we researched Ansell in The Dynamic Investor in mid-March. With the integration of the KBU acquisition progressing well, are there other factors that could …

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Sonic Healthcare (ASX:SHL) shares have been under pressure over the last 18 months and they are trading well below the highs reach in mid-2023. Sentiment has been impacted by slower delivery of margin improvement initiatives, profit downgrades, and low organic growth rates in the US pathology business. After the Company recently reported interim results (1H25), we researched SHL in The Dynamic Investor. Does the current weakness in the shares present an entry opportunity? About Sonic Healthcare Sonic Healthcare provides highly …

Read MoreIs Sonic Healthcare ready for a recovery?