I think [MGR] is a quality asset with an M&A tilt to it given the quality of its portfolio. Its a buy" - Jun Bei Liu

Jun Bei Liu from Tribeca Investment Partners and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: IFM, SGM, RAC, CHN, MGR, SES, SEK, HZN, CGF, BRN. For our future fund stock series, Jun Bei picked Pro Medicus (PME).

Hosted on Acast. See acast.com/privacy for more information.

More from The Call from ausbiz

  1. 55:04the call: Friday 19 AprilApr 19, 2024
  2. 52:49the call: Thursday 18 AprilApr 18, 2024
  3. 59:13the call: Wednesday 17 AprilApr 17, 2024
  4. 53:47the call: Tuesday 16 AprilApr 16, 2024
  5. 57:27the call: Monday 15 AprilApr 15, 2024
  6. 01:00:10the call: Friday 12 AprilApr 12, 2024
  7. 56:37the call: Thursday 11 AprilApr 11, 2024
  8. 56:18the call: Wednesday 10 AprilApr 10, 2024
  9. 56:14the call: Tuesday 9 AprilApr 09, 2024
  10. 01:00:40the call: Monday 8 AprilApr 08, 2024