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

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

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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

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

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

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

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

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