Stock Analysis Archives - Page 51 of 72

It is too early to buy Ooh!Media

May 16, 2019 by Michael Gable

According to the top analysts, Ooh!Media (ASX:OML) is nearly 30% undervalued. However, we believe that it could still get even cheaper. We recently revisited Ooh!Media in order to assess the Company’s performance and outlook including the recently-acquired Adshel business. This has now positioned OML as the leader in the Australian and NZ outdoor advertising market, with the Company now accounting for around 47% of total industry revenues. The key areas of focus for investors ahead of the Company’s full year …

A buying opportunity with Austal

May 9, 2019May 9, 2019 by Michael Gable

Shares in Austal (ASX:ASB) have eased back from multi-year highs. We have a look at whether there is further upside and when is the best time to buy it. About Austal The main aspect of Austal’s business is the design and manufacture of defence and commercial vessels. These include the Littoral Combat Ship (LCS) for the US Navy and military high-speed vessels for transport and humanitarian relief, such as the Expeditionary Fast Transport (EPF) vessel. The LCS is a 127-metre, …

Is this the low for Adelaide Brighton?

May 2, 2019 by Michael Gable

Shares in Adelaide Brighton (ASX:ABC) have lost over a third of their value in the last year. There are plenty of reasons to remain pessimistic on the Company. However, there are a couple of signs which indicate it could be worth a second look. About Adelaide Brighton Adelaide Brighton manufactures cement, concrete, lime and aggregates in the domestic construction markets. They have leading market positions in three of Australia’s seven regional cement markets. These are namely Western Australia (WA), South …

Atlas Arteria is defensive with growth potential

April 18, 2019 by Michael Gable

Atlas Arteria (ASX:ALX) is a stock we have successfully recommended in the past and we recently revisited the fundamentals to assess the key value drivers for the stock. These are the outlook for distribution payments over the medium term, traffic performance and the potential outcomes from the decision undertaken last year to internalise the management of ALX. About Atlas Arteria (ALX) Atlas Arteria, formerly Macquarie Atlas Roads, holds an interest in a portfolio of tollroad assets located in Europe, US …

Finding an entry point for Ramsay Health Care

April 10, 2019 by Michael Gable

The long term prospects for Ramsay Health Care (ASX:RHC) look attractive. However there are reasons to believe we can get it cheaper. We look at both the fundamentals and technicals of RHC. Overview of Ramsay Health Care Ramsay Health Care (RHC) is the largest provider of private hospital services in Australia. They have around 66 facilities that include a mixture of large metropolitan acute surgical/medical facilities, smaller regional facilities and a number of speciality psychiatric and rehabilitation hospitals. The Company …