CCZ Statton Equities

CCZ Statton
Equities

Stockbroker
Stockbroker

CCZ offers a comprehensive range of services covering: Equity research; Institutional research sales; Institutional sales and trading; Private client advice and trading; Corporate finance advice. The group specialises in numerous ASX stock sectors including media, information technology, telco, retail, leisure and transport and logistics together with a selection of smaller to mid capitalisation stocks. This specialisation is designed to give greater focus, service and expertise. http://www.ccz.com.au/

Expertise

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ChimpChange: New listing provides direct exposure to US digital banking

CCZ Statton Equities

ChimpChange (CCA) lists on June 30 as one of the only ways to obtain direct exposure to digital banking on a listed exchange which up until now has only been available to venture capital. Show More

Trade Agreements support Lindsay's (LAU) logistics and rural facilities expansion.

CCZ Statton Equities

Recent investor tour of the Lindsay Australia (LAU) logistics and rural facilities in QLD highlighted that the company is exceptionally well positioned to capitalise on the growth in domestic and offshore fresh produce transport and expanded horticultural production in Northern QLD. Completion of the new Lindsay Fresh Logistics facility at... Show More

Special Dividends possible from our 2 best construction materials stocks....ABC and Brickworks

CCZ Statton Equities

It seems the momentum in new housing starts and infrastructure build will support the construction materials sector for the foreseeable future. However, that does not mean we advocate paying PE premiums to buy into the sector, as ultimately it is cyclical. We prefer stocks with strong geographic, product and customer... Show More

Investing in the western Sydney growth corridor for new houses: TAMAWOOD has a great model

CCZ Statton Equities

The debate rages on around the strength of the housing market. We have been analysing the housing construction sector and specifically the strong tailwind behind detached home building. The macro support, including the supply drought in the growth corridor west of Sydney, seems unlikely to abate medium term. Our smallcap... Show More

Adelaide Brighton Cement

CCZ Statton Equities

ABC has performed strongly in the market in the last 6 months. We argue that this company is still inexpensive, having a long term valuation of $6 and ff yield of 5%. With key contract risks mitigated, ABC now offers compelling exposure to the upcoming residential, commercial and infrastructure development... Show More

Brickworks looks good value as the brick market consolidates: Despite being the key pillar behind an impressive dividend history, Brickworks' diversification...

CCZ Statton Equities

Brickworks looks good value as the brick market consolidates: Despite being the key pillar behind an impressive dividend history, Brickworks' diversification has been a recent drag on investor sentiment. We value the company at over $14 yet it is trading around $12 where the free cash yield is 5.8%. The Building... Show More

No glamour in cement but we think the market is being too harsh on Adelaide Brighton (ABC)

CCZ Statton Equities

No glamour in cement but we think the market is being too harsh on Adelaide Brighton (ABC). ABC rarely finds favour among broking analysts, but with the stock currently trading at less than 13 times 1 year forward PE (well below all of its peers), we think the market has... Show More

adelaide brighton

What to do with TEN

CCZ Statton Equities

What to do with TEN? Last week's downgrade and the revival of corporate interest reminds us of when Kerry Stokes first acquired 20% of SEVEN in 1996. SEVEN was struggling after making a disastrous upfront inventory pricing mistake, and the power factor (TV revenues/TV Ratings) fell to 88%. Stokes capitalised... Show More

nec seven kerry stoke

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