Leyland Private Asset Management

Leyland Private Asset
Management


Trusted and Confidential Asset Management Advisors

Founded in 2003, Leyland Private Asset Management is an independently owned firm specialising in Australian Stock Market and Fixed Interest Investments for individuals, companies, self-managed super funds, institutions and family offices.

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Caltex Australia Limited (ASX: CTX)

Leyland Private Asset Management

Caltex Australia Limited is the leading provider of transport fuels in Australia, providing about 20% of the total fuel market. In addition to being a vertically integrated supplier of fuel, Caltex operates Australia’s largest convenience retail network of fuel and convenience sites trading under the Star Mart brand; with more... Show More

australian equities ASX:CTX

Transurban: Weakness is a chance to accumulate

Leyland Private Asset Management

The now famous “toll bridge” reference to investing was made famous by Warren Buffett. This is not to say that you should literally invest in a toll bridge, but rather in the type of investment that works much like one. They make great growth investments when you can find them... Show More

ASX:TCL leyland asset management

Running the ruler over Harvey Norman

Leyland Private Asset Management

Harvey Norman Holdings Limited is an Australian based multinational business whose principal activities primarily consist of an integrated retail, franchise, property and digital enterprise. Show More

australian equities ASX: HVN

Boral Limited (ASX: BLD)

Leyland Private Asset Management

Boral Limited is a multinational company dealing in building and construction materials. Founded in Australia, it also has extensive operations in the United States and Asia. Boral has a diverse area of operations within the building industry, including asphalt, road line marking, concrete, plasterboard, timber, windows, quarry, landfill, transport, roof... Show More

australian equities ASX:BLD

Webjet Limited (ASX: WEB)

Leyland Private Asset Management

Established in 1998, Webjet is the leading online travel agency (OTA) in Australia and New Zealand, leading the way in online travel tools and technology. Webjet says its focus has always been to offer the greatest convenience and choice by enabling customers to compare, combine and book the best domestic... Show More

australian equities ASX:WEB ASX

Think about accumulating Santos

Leyland Private Asset Management

Whilst we don’t see a return of Santos to a share price above $10 anytime soon, a level seen only a few years ago, we believe long term investors should be thinking of accumulating troubled situations such as this for a turnaround. Show More

energy oil and gas ASX:STO

Caltex Australia Limited (ASX:CTX)

Leyland Private Asset Management

Caltex is the leading provider of transport fuels in Australia, providing about 20% of the total fuel market. In addition to being a vertically integrated supplier of fuel, Caltex operates Australia's largest convenience retail network of fuel and convenience sites trading under the Star Mart brand; with more than 620... Show More

australian equities ASX:CTX

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Seeking value in unloved sectors

Leyland Private Asset Management

We are true long-term investors. We often identify our best investment opportunities in businesses that are out of favour. Typically these genuine opportunities are found within industries that are going through severe cyclical change. It is here that share prices will often be at their most volatile. Prime Media has... Show More

australian equities ASX:PRT

The Challenger rocket is still firing

Leyland Private Asset Management

We last covered Challenger in April 2016. It’s a company we have liked for some time and currently hold in a number of client portfolios. We’ve been buyers of the stock since mid-2013 when it was selling for around $4 per share. The company is now trading above $13.00 so... Show More

australian equities ASX:CGF

Silver Chef Limited (ASX: SIV)

Leyland Private Asset Management

Silver Chef Limited (SIV) is an Australian based business involved in leasing, lending and renting, focused on the hospitality sector. On November 17th 2016 Silver Chef announced to the market that it had been the victim of a fraud event. The share price initially dropped 18% on the back of... Show More

aussie equities ASX:SIV

Be wary of companies trading at high multiples

Leyland Private Asset Management

Following Bellamy’s 43% one-day fall earlier this month, it’s worth revisiting comments recently made by our Managing Director, Charles Leyland, in an interview with Livewire: “It was faddish, it’s come off a bit. We saw after the dot-com boom that stocks that fell in half, they kept falling. If you... Show More

ASX:BKL asx:bal China consumer

Japara Healthcare Limited (ASX: JHC)

Leyland Private Asset Management

Japara Healthcare is one of Australia’s largest private sector enterprises in the aged care and retirement industry. JHC stock dropped 20% this year on the back of the government’s review of aged care funding. We are not overly concerned about the changing regulatory environment, as it is prudent for the... Show More

australian equities ASX:JHC

Greencross: A clear path to growth

Leyland Private Asset Management

Greencross Limited (GXL) is Australia’s largest provider of veterinary services and pet care retailing. In 2014, GXL acquired Mammoth; the owner of Petbarn and Animates. ABS stats indicate that c. 63% of people now own pets, with c. 60% of those considering their pet a member of the family. This... Show More

australian equities asx:gxl

Medibank: Still too expensive

Leyland Private Asset Management

Medibank Private Limited is Australia’s largest health insurer with 3.8 million members giving it 29% of the market. The company operates under: 1) Medibank, the premier product & 2) AHM, a budget-friendly option. Last year, the government outlined several risks to the sector, including an ageing population, growth in chronic... Show More

Outdoor advertising - A risk we’ve raised before

Leyland Private Asset Management

Today’s movements in the outdoor media sector highlights the importance of not overpaying for a company, no matter how good the business. Whilst APN Outdoor today delivered a highly credible result (and is a quality business), the shares have fallen 33% due to forecast revenue growth falling slightly below market... Show More

ASX:APO ASX:QMS ASX:OML

Alex Leyland on CNBC Discussing Commonwealth Bank's FY16 Result

Leyland Private Asset Management

"CBA's core business was strong while its wealth division and insurance division showed reasonable growth" says Alex Leyland, senior portfolio manager at Leyland Private Asset Management. Watch the video here: http://video.cnbc.com/gallery/?video=3000541804 Show More

ASX:CBA CNBC

IVE Group Limited (ASX: IGL)

Leyland Private Asset Management

IVE Group (IVE) is a vertically integrated marketing and print communications provider. The Company aims to help its customers to communicate more effectively by creating, managing, producing and distributing marketing content across multiple channels. The company reported its half year results on February 25th, revenue of $196.1 million grew 13.9%... Show More

ASX IGL

No smoking gun in reporting season

Leyland Private Asset Management

Value in the market is improving given falling share prices are not reflecting broadly stable earnings (ex resources). With reporting season coming to a close, in our view there has been no “smoking gun” to support the recent sell down. With 48% of companies reporting EPS of greater than 2%... Show More

Flexigroup (ASX: FXL)

Leyland Private Asset Management

We are revisiting FXL due to the recent acquisition of Fisher and Paykel Finance (F & P) and the appointment of new CEO Symon Brewis-Watson. F&P is a non-bank provider of credit cards and retail point of sale finance in New Zealand. F&P was acquired for $A234m upfront cash payment... Show More

australian equities ASX:FXL ASX

Seymour Whyte (ASX: SWL)

Leyland Private Asset Management

Seymour Whyte operates as an engineering, infrastructure and construction company to the transport and utility sectors. The transport division consists of projects including roads, bridges, rail, and aviation and Show More

seymour whyte swl australian equities ASX

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