Broker Notes: Why analysts name Breville and Brambles to buy now?
$Breville Group Ltd(BRG.AU$: Macquarie maintains an outperform rating on the stock.
Breville's decision to build up inventory levels as a buffer against potential supply-chain disruptions doesn't concern Macquarie's analysts. The analysts say in a note that the small-appliance supplier only pulls forward inventory into the June half from the December half. The timing doesn't raise any concerns about product obsolescence, they add.
$Brambles Ltd(BXB.AU$: UBS maintains a buy rating and A$13.70 target price on the stock.
Pallet-maker Brambles's free cashflow could get a boost as U.S. lumber prices have fallen faster than UBS analyst Andre Fromhyr had anticipated.
$G8 Education Ltd(GEM.AU$: Macquarie is neutral on the stock with a A$1.20 target price.
A deteriorating economy could dilute the benefits to childcare operator G8 Education of moderating industry supply and increased funding by Australia's new government, Macquarie analysts say.
Breville's decision to build up inventory levels as a buffer against potential supply-chain disruptions doesn't concern Macquarie's analysts. The analysts say in a note that the small-appliance supplier only pulls forward inventory into the June half from the December half. The timing doesn't raise any concerns about product obsolescence, they add.
$Brambles Ltd(BXB.AU$: UBS maintains a buy rating and A$13.70 target price on the stock.
Pallet-maker Brambles's free cashflow could get a boost as U.S. lumber prices have fallen faster than UBS analyst Andre Fromhyr had anticipated.
$G8 Education Ltd(GEM.AU$: Macquarie is neutral on the stock with a A$1.20 target price.
A deteriorating economy could dilute the benefits to childcare operator G8 Education of moderating industry supply and increased funding by Australia's new government, Macquarie analysts say.
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