Author: James Gerrish
James Hardie Industries (JHX) makes products used in home construction and renovation. It’s main products include fibre cement and backer board with a significant portion of it’s earnings coming from the US.
Helia Group Limited is an Australia-based company that provides lenders mortgage insurance (LMI) in Australia. The Company’s LMI protects lenders if a borrower defaults on a home loan and there is a shortfall in the sale proceeds from the secured property.
a2 Milk Company Limited produces cow milk which is free of a protein called beta casein A1. The Company distributes in Australia, New Zealand, China, Hong Kong, Singapore, United States, and the United Kingdom.
carsales.com Ltd owns and operates a portfolio of automotive and related industry websites, including an automotive classifieds website.
Pro Medicus (PME) is a billing, booking and software management company for medical corporations and practices. The software is available to hospitals, imaging groups and other health entities in Australia, North America and Europe.
A subsidiary of the Magellan Financial Group (one of the top-200 stocks by market value on the ASX) Magellan was established in 2006 with the aim of investing in worldwide equities and globally-listed infrastructure in an effort to generate solid client returns without putting their capital at risk. Those pillars of safeguarding and wealth creation remain key to the company, which continues to invest in premium global stocks. As of June 2022, Magellan’s industry award-winning team of 35 investment professionals are responsible for managing over AU$60-billion in stocks (as of July 2022). Sustainability now plays an important role within the business. As a result, the company has led a paperless way to invest in global equities on the Australian Stock Exchange.
CSL Limited (CSL) is a global biotechnology company that develops and delivers innovative medicines that save lives, protect public health and help people with life-threatening medical conditions live full lives.
China is poised for economic stimulus and significant structural changes that will set corporates up for strong returns, especially after Beijing signalled its intent to stimulate its economy last September. We saw the impact on stocks, up almost 40% in just a few weeks.
Judo Capital Holdings Limited is an Australia-based company, which provides various banking products and services for small and medium businesses in Australia. The Company accepts term deposits; and provides business loans, lines of credit, small and medium enterprises (SME) home loans, asset financing, bank guarantees, and coronavirus SME guarantee scheme loans. The Company offers term deposits directly and via intermediaries to a range of deposit customers, including individuals, charities, universities, government bodies, self-managed super funds (SMSFs) and corporates. It provides business lending solutions starting at $250,000, tailored to SMEs.
DigiCo Infrastructure REIT is an Australia-based diversified owner, operator and developer of data centers, with a global portfolio and broad investment mandate across stabilized, value-add and development opportunities. NEXTDC (NXT) develops data centers. The Company develops and operates carrier and systems integrator neutral data centers in Australia.
