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Industrials

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

SciDev (ASX: SDV) is having an awesome FY23 so far

SciDev (ASX: SDV) is a chemical technology company that manufactures and develops chemicals and process control solutions for a range of industries, including the mining and food industries. No time to do stock research, but you still want to invest? Stocks Down Under Concierge gives you timely BUY and SELL alerts on ASX-listed…

ByMarc KennisNovember 2, 2022

Altech Chemicals (ASX: ATC) is flying high on the back of a joint venture deal

Getting exposure to the green energy transition Shares of the emerging high purity alumina (HPA) producer, Altech Chemicals (ASX: ATC), soared in the second half of September after the company announced it ha d signed a joint venture agreement with a German battery institute, Fraunhofer IKTS…

ByMarc KennisOctober 4, 2022

Viva Energy (ASX: VEA) is firing on all cylinders

Keeping Australia humming Viva Energy Group (ASX: VEA) is one of the largest energy companies in Australia, supplying about 25% of the country’s need for liquid fuel. Its major business segments are Retail, Fuels & Marketing (RFM) and Refining. No time to do stock research, but you still want…

ByMarc KennisSeptember 28, 2022

DGL Group’s (ASX: DGL) CEO created a massive buying opportunity

DGL reached our $4 target price in April DGL Group (ASX: DGL) is an end-to-end chemicals business operating across Australia and New Zealand. The company operates through three segments of chemical manufacturing, warehousing and distribution, and environmental solutions. The chemical manufacturing segment produces a range of specialty chemicals, including AdBlue. We…

ByMarc KennisAugust 3, 2022