Other Industrials

Several brokers are prepared to look past a soft patch for Silver Chef, expecting growth to recover to prior levels. Macquarie is not so sure.

Vocation delivered a strong maiden first half report as a listed company and brokers are increasingly positive about the future.

Two brokers have initiated coverage of G8 Education, attracted to the potential for gains in a very fragmented market.

Several brokers have initiated on Recall since the December listing but the company’s growth outlook remains muted.

Brokers are pleased with the container company’s ability to negotiate the challenges in both the economy and the marketplace.

Pact Group, listed in December, is rapidly winning coverage and praise from brokers who see the market leading packager as ticking the boxes.

Brokers hailed Downer’s cost discipline in the wake of the first half results but there is some divergence over the extent of the headwinds that prevail.

Forge Group has hit the investment community hard, announcing substantial losses on key projects. Brokers sniff a dilutive equity raising in the wind.

Mining service contractors will be competing hard for what work is on offer this year while brokers will be focusing firmly on balance sheets.

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. A change of analyst has resulted in Macquarie’s view on Navitas swinging sharply to Outperform from Underperform.