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A deep dive into RIO shares
Rask Media· 2025-09-26 22:27
Rio Tinto Ltd (RIO share price in focusThe ASX:RIO ) share price is up 4.2% since the start of 2025. Let’s take a look at why investors might be interested in RIO shares.Founded in 1873, Rio Tinto is today the world’s second largest metal and mining company, behind only BHP Group. Rio Tinto is engaged in minerals and metals exploration, development, production and processing.Rio can be divided into four core business units: Aluminium, Copper & Diamonds, Energy & Minerals and Iron Ore.Of the four units, iron ...
BXB share price: why investors like industrials shares
Rask Media· 2025-09-26 03:17
Brambles Ltd (ASX:BXB) share price has jumped 26.4% since the start of 2025. Is it time that you added BXB shares to your watchlist?BXB share price in focusThe(ASX:BXB) share price has jumped 26.4% since the start of 2025. Is it time that you added BXB shares to your watchlist?Brambles operates the world’s largest pool of reusable pallets, crates, and containers, providing essential support to global supply chains.The company is best known for its CHEP brand, which operates across the Asia-Pacific, Americas ...
XRO and Goodman Group: 2 ASX shares to dig into
Rask Media· 2025-09-26 01:57
Xero Ltd (Goodman Group (XRO share price in focusThe ASX:XRO ) share price is down 6.2% since the start of 2025. The ASX:GMG ) share price is tracking 32.8% off its 52-week lows.Xero founder Rod Drury started the company in 2006 in Wellington, New Zealand. He led the company until 2018 and remained on the board until 2023. Today, Xero helps millions of people and businesses manage their accounting and tax obligations across the globe.The cloud-based accounting software developed by Xero is primarily for acc ...
Constellation Brands, Inc. (STZ): Our Calculation of Intrinsic Value
Acquirersmultiple· 2025-09-26 00:20
Each week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: Constellation Brands, Inc. (STZ).ProfileConstellation Brands is one of the largest beer, wine, and spirits companies in the United States, with strong brand power across labels such as Corona, Modelo, and Robert Mondavi. The company benefits from consistent consumer demand and premium pricing across its portfolio. While growth in beer remains robust, Constellation continues to navigate margin pressures, hi ...
An easy way to value PME and JHX shares
Rask Media· 2025-09-25 22:17
Pro Medicus Ltd (James Hardie Industries plc (PME share price in focusThe ASX:PME ) share price has risen 22.5% since the start of 2025. The ASX:JHX ) share price is about 0.0% above its 52-week low.Pro Medicus is an established provider of radiology software for hospitals, imaging centres and healthcare groups worldwide.The Pro Medicus suite of products centres around radiology information systems (RIS), Picture Archiving and Communication Systems (PACS), and advanced visualisation solutions. These product ...
BHP and QBE Insurance Group Ltd: 2 ASX shares to dig into
Rask Media· 2025-09-23 01:58
BHP Group Ltd (QBE Insurance Group Ltd (BHP share price in focusThe ASX:BHP ) share price has jumped 1.0% since the start of 2025. The ASX:QBE ) share price is tracking 28.6% off its 52-week lows.BHP Group (formerly known as BHP Billiton) is a diversified natural resources company founded in 1885 that produces commodities for energy use and manufacturing.BHP’s core business lines are mineral exploration and production. BHP’s assets, operations and interests are separated into three focus areas: copper and r ...
A deep dive into DOW shares
Rask Media· 2025-09-22 22:28
Company Overview - Downer EDI Ltd (ASX: DOW) is a leading provider of integrated infrastructure services in Australia and New Zealand, responsible for building, maintaining, and operating transit systems, utilities services, and public infrastructure [2][3] - The company segments its business into three main areas: Transport (over 50% of revenue), Utilities (around 20%), and Facilities (around 30%) [3] Share Price Performance - DOW share price has increased by 37.7% since the start of 2025, attracting investor interest [1][2] Revenue Stability - A significant portion of DOW's revenue comes from large, multi-year government contracts, providing predictable future revenue despite economic downturns [5] - The company has experienced a compound annual growth rate (CAGR) of -1.6% in revenue over the last three years [6] Dividend Information - DOW currently offers a dividend yield of 2.33%, with an average yield of 3.7% over the past five years, indicating a potential income source for investors [7][10] - The current dividend yield is below its historical average, suggesting that dividends may have fallen or that the share price has increased [10][11] Economic Outlook - Investment in industrial companies like DOW is often viewed as a bet on economic growth, as revenue growth is closely tied to government infrastructure investment and population growth [8]
TCL share price: why investors like industrials shares
Rask Media· 2025-09-20 03:17
Company Overview - Transurban Group (ASX:TCL) specializes in managing and developing urban toll road networks across Australia, Canada, and the United States, holding interests in 22 urban motorways including CityLink in Melbourne and the Hills M2 in Sydney [1][2] Financial Performance - TCL's share price has increased by 4.1% since the start of 2025, indicating positive market sentiment [1] - The company has experienced a compound annual growth rate (CAGR) in revenue of 12.6% over the last 3 years, showcasing strong growth potential [6] Dividend Information - Transurban currently offers a dividend yield of 4.43%, which is above its 5-year average of 3.64%, suggesting that the shares are trading at a favorable valuation relative to historical performance [7][10] - The dividend has been growing, as last year's dividend was greater than the 3-year average [11] Industry Context - The S&P/ASX 200 Industrials Index has returned 8.7% over the last 5 years, slightly outperforming the ASX 200 return of 8.5%, highlighting the attractiveness of investing in the industrials sector [3] - Companies in the industrials sector, including TCL, often have reliable revenue streams due to the essential services they provide, which are less sensitive to economic downturns [4][6] Economic Outlook - Investment in industrials companies like TCL is closely tied to economic growth, as revenue growth is linked to government infrastructure investment and population growth [8]
MIN and Resmed CDI: 2 ASX shares to dig into
Rask Media· 2025-09-20 01:57
Group 1: Mineral Resources Ltd (MIN) - The share price of Mineral Resources Ltd has increased by 11.9% since the beginning of 2025 and is currently 28.6% above its 52-week lows [1] - Mineral Resources Ltd is a diversified mining company focused on lithium and iron ore extraction in Western Australia, and it also provides mining and engineering services through its subsidiary, CSI Mining Services [1][2] - The company differentiates itself from competitors by maintaining in-house engineering and construction capabilities, allowing for greater control and flexibility during product development [2] Group 2: ResMed (RMD) - ResMed, founded in 1989, specializes in medical equipment, particularly cloud-connectable CPAP machines for treating obstructive sleep apnea, and is headquartered in San Diego, California [3][4] - The company operates in over 140 countries with more than 10,000 employees and has two main business units: Sleep and Respiratory Care, and Software as a Service (SaaS) [4] - In the Sleep and Respiratory Care unit, ResMed provides advanced CPAP machines and ventilation solutions, while the SaaS unit offers software supporting durable medical equipment [4] Group 3: Share Price Valuation - Mineral Resources Ltd currently has a price-to-sales ratio of 1.45x, significantly lower than its 5-year average of 3.02x, indicating that shares may be undervalued or that revenue has increased [6] - ResMed shares are trading at a price-to-sales ratio of 5.70x, which is also below its 5-year average of 8.70x, suggesting a similar undervaluation [7]
I’m keeping an eye on JHX shares in 2025
Rask Media· 2025-09-19 01:57
Group 1: James Hardie Industries - James Hardie Industries is a building solutions company and the world's largest producer of fibre cement and gypsum products, operating across North America, Europe, Australia, and New Zealand with over 5,200 employees [1] - The share price of James Hardie Industries (ASX:JHX) has decreased by approximately 41.8% since the beginning of 2025 [1] - Currently, James Hardie Industries plc shares have a price-sales ratio of 2.77x, which is lower than its 5-year average of 4.14x, indicating that the shares are trading below historical averages despite revenue growth over the last three years [7] Group 2: CSL Limited - CSL is a global biotechnology company focused on creating and delivering life-saving medicines, with a mission to protect public health and improve the quality of life for individuals with life-threatening conditions [3] - The company operates through three main divisions: CSL Behring, which manufactures blood plasma products; CSL Seqirus, which develops flu-related products; and CSL Vifor, specializing in iron deficiency and nephrology [4] - CSL has established a strong reputation among Australian investors for reliability and consistent dividend payouts, making it a favored choice for those seeking exposure to the growing healthcare sector [5] - CSL is currently paying a trailing dividend yield of around 1.95%, which is higher than its 5-year average of 1.50%, indicating stability and the ability to provide income [8]