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Industrials

Link Administration will be taken over by Mitsubishi at a 67% discount to its IPO price

The 8 year tenure of Link Administration (ASX: LNK) is about to end...for real this time. Earlier this week, the company received takеovеr offеr from Mitsubishi UFJ Financial Group (MUFG). The deal values thе еquity of thе company at AU$1.2 billion, and thе еntеrprisе valuе is impliеd to bе AU$2.1 billion. It includеs a cash…

ByUjjwal MaheshwariDecember 22, 2023

Investing in Infrastructure: Here’s why it is lucrative and how investors should go about it

Investing in infrastructure can be a lucrative and beneficial decision for both individuals and governments. Infrastructure refers to the basic physical systems that enable modern society to function, such as roads, transportation networks, power grids, water supply systems, and communication networks. But why is it lucrative and beneficial? And how do you go about it? Why investors might…

ByNick SundichOctober 20, 2023

4 ASX stocks with high capex bills you should avoid

Sometimes stocks with high capex are worth avoiding. Too much capex might require constant capital injections and shareholder dilution. Some industries face high capex by the very nature of the industry they are in. Some temporarily require high capex because of expansion ambitions or because of years of underinvestment. In this article, we recap 4 ASX stocks…

ByNick SundichOctober 3, 2023

Gorman-Rupp (NYSE:GRC): It is boom or bust for this 90-year-old pump company

Gorman-Rupp (NYSE:GRC) is one of our favourite US stocks offering solid potential for good returns. The risk is a bit higher compared to other stocks, though. SIGN UP FOR THE STOCKS DOWN UNDER NEWSLETTER NOW! Who is Gorman-Rupp? Gorman-Rupp is a pump manufacturer from Mansfield, Ohio, founded in 1933. Pumps are a crucial part of water…

ByNick SundichAugust 2, 2023

China reopening stocks: Here are 3 ASX shares that could benefit

Have you thought about investing in so-called 'China reopening stocks'? Yes, China dropped its COVID-Zero policies back in January. But we still think there are several ASX stocks with exposure to China that still have more upside to capture as diplomacy thaws after a rough few years. Do you need solid trading & investment ideas on the…

ByNick SundichJune 2, 2023

Oil and gas companies: Why are they trading at such low multiples? Here are the 4 most important reasons

Oil and gas companies are trading at heavy discounts to their peers, even with high oil prices. The average ASX 200 trailing P/E is 15.8x while the average for the energy sector is just 5.8x. Individual oil and gas companies are trading at low multiples too - Woodside (ASX:WPL) trades at just 5.4x P/E while Santos (ASX:STO)…

ByNick SundichApril 14, 2023

Supply chain issues: What are all the construction and infrastructure companies worrying about?

You're probably sick of hearing the phase 'supply chain issues'. ASX companies in so many industries, particularly construction and infrastructure have been using this phrase (or synonyms of it) for so many months. Just what are they talking about and how long will these issues last? SIGN UP FOR THE STOCKS DOWN UNDER NEWSLETTER NOW! This is what…

ByNick SundichMarch 1, 2023

We see a 20% downside potential to Adbri’s (ASX: ABC) share price!

Adbri ( ASX: ABC ) manufactures, imports and sells construction materials in Australia. Its products include industrial lime, cement and concrete. The company offers its products to the construction, infrastructure and mining markets across Australia and has been in the business since 1882. Despite the robust construction market in Australia in the last…

ByMarc KennisDecember 9, 2022

Synlait Milk’s (ASX: SM1) skimmed share price looks like it’s got some attractive upside

Synlait Milk ( ASX: SM1 ) manufactures and sells dairy and nutritional products, including infant and adult nutritional powders, skim milk and whole milk powders and lactoferrin. Synlait is a manufacturing partner of A2 Milk ( ASX: A2M ), manufacturing A2M’s China-labelled infant milk formula (IMF). No time to do…

ByMarc KennisDecember 8, 2022

Alpha HPA’s (ASX: A4N) share price is spiking into uncharted territory

Alpha HPA ( ASX: A4N ) is an Australian chemical company that is trying to exploit the expanded market opportunities for High Purity Alumina (HPA) by commercialising its proprietary HPA refining technology. No time to do stock research, but you still want to invest? Stocks Down Under Concierge gives you timely BUY and…

ByMarc KennisDecember 7, 2022

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Industrials

Link Administration will be taken over by Mitsubishi at a 67% discount to its IPO price

Investing in Infrastructure: Here’s why it is lucrative and how investors should go about it

4 ASX stocks with high capex bills you should avoid

Gorman-Rupp (NYSE:GRC): It is boom or bust for this 90-year-old pump company

China reopening stocks: Here are 3 ASX shares that could benefit

Oil and gas companies: Why are they trading at such low multiples? Here are the 4 most important reasons

Supply chain issues: What are all the construction and infrastructure companies worrying about?

We see a 20% downside potential to Adbri’s (ASX: ABC) share price!

Synlait Milk’s (ASX: SM1) skimmed share price looks like it’s got some attractive upside

Alpha HPA’s (ASX: A4N) share price is spiking into uncharted territory

Stocks in Spotlight

Investing in the Year of the Rat

2020, the Golden Year

Market trouble spots to avoid in 2020

Industrials

Stocks in Spotlight

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