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Brickworks (BKW) $19.80

BKW manufactures and sells bricks, pavers and floor tiles, products that clearly enjoy a strong property and construction environment. This has been a solid performer over the last 12-months with a break to fresh all-time highs feeling inevitable in the months ahead. We like BKW but it’s not in the cheap bucket although the forecast ~3% fully franked yield is clearly attractive.

BKW
MM is bullish BKW.
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Brickworks (BKW)
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