Stock Analysis

Is LendLease a turnaround story?

A trading update provided to the ASX on 15 November highlighted that LendLease (ASX: LLC) has made a strong start in FY25. The Company also pointed to further improvement in FY26. The latter is underpinned by profitable Funds Under Management (FUM) growth, an improvement in co-investment yields, and higher transaction volumes. Accordingly, we recently researched LendLease in The Dynamic Investor and concluded that the shares presented an opportunity. The shares momentarily gained around ~10% since our report and was trading …

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Can the rally in Breville shares continue?

We recently research Breville Group (ASX:BRG) in The Dynamic Investor. After a strong re-rating following the release of full-year results in August, the shares retraced in mid-October. The latter was due to market concerns about intensifying competition and increased US tariff risk post Trump re-election. We took the view that the weakness in the share presented an opportunity. With the shares having since partially recovered, we consider whether current levels still present an entry opportunity. About Breville Group Breville Group …

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Is it worth buying TPG shares for the dividend?

In mid-October 2024, TPG Telecom (ASX:TPG) announced a proposal to sell its Fibre network infrastructure assets and Enterprise, Government and Wholesale (EGW) fixed business. The transaction delivers significant net cash proceeds of A$4.65b to A$4.75b on completion. However, several aspects pertaining to the proposed transaction, as well as the performance of the underlying business, have recently weighed on the shares. Accordingly, we recently researched the Company in The Dynamic Investor to assess whether current levels present an entry opportunity. About …

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Is Orora now a turnaround story?

Orora (ASX:ORA) is a business whose portfolio is in transition. In September 2024, the Company entered into a binding agreement to sell its US packaging distribution business Orora Packaging Solutions (OPS). We recently researched the Company in The Dynamic Investor to assess whether the ‘new’ Orora increases the shares’ appeal. About Orora The sale of OPS is expected to be completed at the end of 2024, whereby ORA will operate two segments: i. Australian Beverages, which provides design and manufacturing …

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Is the dip in ARB shares a buying opportunity?

ARB Corporation (ASX:ARB) provided a trading update for the 1st quarter of FY25 (1Q25) at their AGM on 17 October. The update disappointed the market, as sales growth was lower than consensus expectations and increased costs negatively impacting profit. The underwhelming 1Q25 result continued the recent slide in the share price. Accordingly, we recently researched the Company in The Dynamic Investor to assess the outlook. About ARB Corporation ARB Corporation designs, manufactures and distributes the largest range of accessories for …

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