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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Over the last 12 months, Viva Energy Group (ASX:VEA) shares have been hampered by several factors. These include declining refining margins, challenges in progressing its retail strategy and higher gearing levels (on the back of lower earnings). With the shares having recently recovered off its lows, we recently researched the Company to assess whether there was scope for a further recovery. About Viva Energy Group Viva Energy Group listed on the ASX in 2018 following restructure of Viva Energy Holdings …

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We recently researched ResMed (ASX:RMD) in The Dynamic Investor following the release of its latest quarterly result (3Q25). RMD reported a strong 3Q25 result, which was also above consensus estimates. Importantly, the results highlighted improved fundamentals. These include expanding GPM, potential for higher share in devices and masks, a positive operational outlook and reduced risk from tariffs. Accordingly, we consider whether current levels are attractive. About ResMed ResMed provides products for the treatment of sleep-related breathing disorders, including sleep apnea, …

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