1 October we become SureStone CapitalSame team, same ABN. Our website and email addresses move to surestone.com.au.
Preparing video
Morningstar sees CSL (ASX: CSL) as 'cheap', and is optimistic for a margin rebound. It says it expects a rebound from restructuring, new high-margin products and plasma efficiency initiatives...Morningstar's fair-value estimate for CSL is $295....
Meanwhile -- Morningstar has lifted its fair value estimate for Macquarie Technology (ASX: MAQ) to $70 on a data centre optimism. The investment research firm underlines Macquarie Technology's 25-year of building and operating data centres and says the stock is "modestly undervalued"
And Jefferies is upbeat on WiseTech (ASX: WTC) after an Investor Day signaling strong executions according to the investment firm. These included a new commercial model, a Container Transport Optimisation rollout, and the e2open integration, with cost synergies ahead of schedule according to WiseTech. Jefferies as a 'buy' rating on the stock, with a price target of $89.
