ABC supplies construction materials such as cement and concrete which we believe should enjoy strength in building through 2021. We like ABC believing it to fairly cheap at current levels plus the forecasted 3.7% fully franked yield over the next 12-months is clearly attractive for investors – after a shocking few years we can see this stock garnering a meaningful recovery bid plus by definition any future pick-up in inflation shouldn’t hinder the stock.
MM likes ABC at current levels.
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