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.
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