Strong reports from AMC, CCL, ILU today while GWA, SEK & AIO miss our estimates
Strong reports from AMC, CCL, ILU today while GWA, SEK & AIO miss our estimates. PEAK ACTIVE is buying Amcor (AMC), based on strong EPS growth, uplift in dividend, falling AUD to drive margins higher and $US500M capital management. We see broker upgrades in the market to drive the stock higher
Prior to founding PEAK Asset Management, Niv headed up HC Securities, spent three years growing Halifax Investments capital markets division and also worked on the wholesale desk at Macquarie Bank, servicing a wide range of institutional,...
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