Credit Corp: Consistency counts

By Scott Murdoch

29 January 2020, 4:53 PM

We are positive on CCP with it having a strong, visible organic growth path, and further upside from likely capital deployment over 12-18 months. However, we retain a Hold based on valuation – looking for some additional upside to buy.

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Australian Strategy: Reporting Season Preview

By Andrew Tang

24 January 2020, 3:10 PM

Record market highs confound the fundamental headwinds from weaker earnings expectations. Logic suggests February results look far more likely to generate downside rather than upside price risk, but we argue how this disconnect may actually weather another uninspiring profit season.

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AP Eagers: Recognising ST earnings volatility

By Josephine (Jo) Little

21 January 2020, 4:43 PM

AP Eagers (ASX:APE) provides strong leverage to a recovery in car sales when they ultimately turn (as implied in our current price target), however the potential for further consensus downgrades is a risk we would prefer to get more clarity on. We therefore lower our rating to Hold.

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