ASX:PWH

Andrew Tang

Despite business surveys showing signs of improvement leading into August, meaningful cyclical tailwinds failed to materialise either through the results or outlook statements. Larger-than-usual volatility around reported results and the well-publicised large-cap misses Telstra, Suncorp, Ramsay Health Care and Woolworths) were the biggest surprises from reporting season. Show More

Livewire Equities

Queensland based manufacturer of car-cooling systems for high-performance vehicles, PWR Holdings, reports today. This is another small cap that has seen a number of contributors get behind it in recent months, including Ben Griffiths from Eley Griffiths, Andrew Smith from Perennial Value, and Alex Lu at Morgans. Show More

Andrew Smith

The size and diversity of the Microcaps universe provides for good investing opportunities. This is an area of the market that has been under researched, we have managed to find two tech stocks that are involved in elite sports (PWR Holdings and Catapult). Show More

Morgans Financial Limited

PWR Holdings’ track record of delivering organic revenue growth is well demonstrated by its historical 3-year CAGR of 24% (FY13-16A). While currency headwinds and investments into resources (staff and equipment) will weigh on earnings in FY17, we believe the company is positioned well for strong growth in future years. Given... Show More