When we talk supply chain issues, BXB is at the pointy end of them and it’s certainly showing in the share price. Overlay that with high prices for lumber which increases the cost of new pallets but also leads to higher losses of existing ones, and Brambles CEO Graham Chipchase has his work cut out for him. The stock is not particularly cheap for the challenges being faced on an Exp P/E of 19x with only a small improvement in earnings tipped for FY22 & 23.
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Thursday 13th February – ASX +24pts IAG, S32, PME
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MM remains neutral BXB around $10.00, seeing no reason to own it
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