Stock Analysis

Buy the dip in Carsales.com?

The share price of Carsales.com (ASX:CAR) has fallen in the two weeks since we last reviewed it. Is it now time to buy the dip? About Carsales.com Carsales.com is the largest aggregator of online automotive classified advertising in Australia. In addition to its domestic operations (which account for over 75% of group revenue), the Company has interests in leading international automotive classified businesses, mostly in Korea and Brazil. Key Investment Considerations Strong Outlook for Domestic Businesses The key driver of …

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When is a good time to buy Premier Investments?

Premier Investments (ASX:PMV) has been a solid performer over the years. Do we still see upside in the share price? Overview of Premier Investments The Company owns global retail brands Smiggle and Peter Alexander as well as a portfolio of apparel brands in Australia & NZ. Smiggle and Peter Alexander are the highest-margin and highest-growth brands. They currently account for 43% of group sales in FY18. Smiggle is a retailer selling bags & accessories, pencil cases, food & drink, stationery, …

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Is this upside breakout for Austal the real deal?

We have long held a positive view on Austal (ASX:ASB). Its shares have recently started to move upwards after being range-bound for some time. In this note, we look at the key reasons as to why the shares may now be starting to come back into favour. Overview of 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 …

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Ansell shares find support, but is it a buy?

Ansell (ASX:ANN) shares have found some support since we last wrote about it in The Dynamic Investor. Do we think it’s a buy? Overview of Ansell Following the divestment of the Sexual Wellness Global Business Unit (GBU) in September 2017, the Company currently has two Global Business Unit (GBU): Healthcare and Industrial. The Healthcare GBU manufactures and markets surgical and exam gloves for healthcare and industrial applications. Its customer base in the medical services includes acute care hospitals, emergency services, …

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Further upside expected for CIMIC Group

We reviewed CIMIC Group (ASX:CIM) in early July in The Dynamic Investor and rated it as a buying opportunity. The share price is now 20 per cent higher and the company is trading ex-dividend. In light of this, it is worth revisiting the fundamental drivers and the share price chart to determine if there is more upside for the share price. (If you want to get in early with our best recommendations, then click here to sign up to an 8-week …

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