Sandstone Insights: breaking down Challenger, Webjet, Carsales, Seek
Discover investment opportunities in Challenger, Webjet, Carsales, and SEEK as highlighted by Sandstone Insights' experts, focusing on growth sectors like healthcare and technology.
This video was recorded by Sandstone Insights on 6 September 2024.
In the latest episode of Sandstone Insights' Best Ideas, investment strategists John Lockton and John Meagher discuss potential investment opportunities across various sectors, including healthcare and technology.
Four key stocks to watch:
- Challenger: is showing sustained evidence of an improvement in its return on equity (ROE)
- Webjet: continues to perform strongly, and we expect a material re-rating of the stock through a demerger, which will unlock meaningful value
- Car Group: Carsales’ price-to-earnings (PE) ratio remains well above its historical averages
- Seek Ltd: Seek’s job ads data is beginning to show signs of recovery, and we expect it will benefit from falling interest rates.
- The information provided by Sandstone Insights does not constitute investment advice and does not have regard to the specific needs of any person who may receive it. No warranty is given as to the accuracy or completeness of the information and any person acting on it does so entirely at their own risk.
The information on this page does not contain a record of our trading prices, or an offer of, or solicitation for, a transaction in any financial instrument. IG Bank S.A. accepts no responsibility for any use that may be made of these comments and for any consequences that result. No representation or warranty is given as to the accuracy or completeness of this information. Consequently any person acting on it does so entirely at their own risk. Any research provided does not have regard to the specific investment objectives, financial situation and needs of any specific person who may receive it and as such is considered to be a marketing communication. Although we are not specifically constrained from dealing ahead of our recommendations we do not seek to take advantage of them before they are provided to our clients. See full non-independent research disclaimer.
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