Stock Analysis

Buy CAR shares on a dip

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We recently researched CAR Group (ASX:CAR) in The Dynamic Investor. With the shares having re-rated strongly since our recent report, we consider whether current levels still present an entry opportunity. About CAR Group CAR Group (formerly Carsales.com) is the largest aggregator of online automotive classified advertising in Australia. In addition to its domestic operations, the Company has interests in leading international automotive classified businesses, mostly in Korea (100% interest in Encar) and Brazil. The Company has expanded into non-automotive classifieds, …

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Looking for an entry point with Cleanaway

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We recently researched Cleanaway Waste Management (ASX:CWY) in The Dynamic Investor. Several factors have stalled any meaningful re-rating in the shares, particularly over the last 12 months. These include increased competition, significant capital requirements and margin decline. With the shares at the bottom end of the recent trading range, we consider whether valuation appeal is starting to emerge. Or is the risk-reward unfavourable? About Cleanaway Waste Management Cleanaway Waste Management is an Australian-focused industrial, waste and environmental services company. It …

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Time to buy the bounce in Technology One?

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We recently researched Technology One (ASX:TNE) in The Dynamic Investor. With the shares having gained ground since our report, is a recovery back to recent highs on the cards? About Technology One Technology One is Australia’s largest enterprise resource planning (ERP) Software as a Service (SaaS) provider. The Company is the only SaaS provider with a fully integrated ERP suite and its entire enterprise suite is delivered on mobile devices. There are currently 19 products onto the new cloud native …

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Is the dip in PEXA shares an opportunity?

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We recently researched PEXA Group (ASX:PXA) in The Dynamic Investor after reviewing the investment case. Whilst slower UK progress has been supported by stronger trends in the domestic Exchange division in recent times, the next 12 months is a key test period on both fronts. In Australia, navigating regulatory pricing reviews to sustain Exchange profitability is key. Conversion of bank conversations to contracts is now required in the UK. However, PXA’s current share price continues to ascribe negligible value for …

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Can Smartgroup shares outperform from here?

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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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