Cleanaway Waste Management (CWY) – NEUTRAL
CWY reported strong FY18 results amidst changing regulatory environments in National Sword Policy and Recycling, with organic growth
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Sydney Airport (SYD) – BUY
Sydney Airport (SYD) 1H18 results were largely in line with expectations, posting solid headline numbers with growth being
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Adelaide Brighton (ABC) – Neutral
ABC’s share price was weaker after the Company’s full year outlook came in below market expectations. ABC expects
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Ansell Ltd (ANN) – Neutral
ANN’s share price fell by -7.2% after the Company reported FY18 net income of $484.3m which missed estimates
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Scentre Group (SCG) – BUY
Scentre Group Ltd (SCG) reported solid 1H18 result but FFO of 12.38cps came in below market expectation of
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Oil Search Ltd (OSH) – NEUTRAL
OSH fell ~2% after reporting its 1H18 results, which saw NPAT fall to US$79.2m (down -38.7% on pcp)
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Healthscope Ltd (HSO) – Neutral
Healthscope (HSO) reported results which reflect a Company in a transition year. Revenue was up +3.7%, Operating EBITDA
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Greencross Limited (GXL) – NEUTRAL
GXL’s FY18 results were mostly in line or slightly ahead of expectations, with underlying EBITDA $97.6m a touch
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Amcor Limited (AMC) – BUY
Amcor (AMC) FY18 results as expected, saw heavy emphasis underlie the cost component of the business, with hefty
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Primary Healthcare (PRY) – Sell
Since our sell recommendation, the share price has declined -25%. In our view, although underlying NPAT was broadly