Viewpoint: Bullish
NRW Holdings (NWH) is a services company for the mining and construction sectors. It has contracts in rail, earthworks, mine construction, road & tunnel builds among others.
Sonic Healthcare (SHL) is a pathology and diagnostics company within medical practitioners and hospitals. They also provide administration services, servicing clients in Australia, New Zealand and Europe.
Mirvac Group (MGR) is a property group involved in both the development and management of office, retail and industrial property assets. All of it’s assets and projects are in Australia.
Inghams Group (ING) produces chicken, turkey and other poultry products, supplying to food retailers across Australia and New Zealand.
TPG Telecom (TPG) is a telco that owns the TPG and Vodafone Australia brands. It offers mobile and fixed telecommunication solutions with a focus on Australian customers.
Regis Resources (RRL) main interests are in two Australian mining projects with a focus on gold production as well as interest in a number of development projects. It is heavily leveraged to the gold price.
Metcash (MTS) is a food and consumer goods distribution company that provides wholesale products to IGA supermarkets, Home Timber and Hardware stores and other independent retailers.
Iluka (ILU) Resources is involved in the mining, concentration and separation of the range of materials which make up mineral sands as well as titanium minerals. The Company also produces ilmenite and other titani-ferrous concentrates, zircon, and synthetic rutile along with the exploration of coal.
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.
Janus Henderson (JHG) is a global investment management company that has products across equities, fixed income, property and private equity. It primarily operates in the US & European markets.
