External broker reports(aggregated public sources), Taylor Collison

Taylor Collison

Taylor Collison is a leading financial services firm, providing advice & wealth creation strategies to private & institutional investors and corporate clients throughout Australia. Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

External broker reports(aggregated public sources)

Equity Bottom-Up

<ul><li>Rolling forward our Discounts and Z-scores1 we find WHF trades at a discount of ~14.26% to pre-tax NTA compared to ~10.15% during the “Initiation: All the Returns, None of the Resources” report in November 2024.</li><li>This is the second highest discount to Pre-tax NTA at month end over the past 10 years, or a Z-score of -1.78 compared to a prior score of -0.99.</li><li>At the current trading price and discount to pre-tax Net Tangible Assets, WHF is priced extremely favourably to the underlying assets when compared to the past 10 years, and we continue with our rating of WHF.ASX as an Outperform.</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Rolling forward our Discounts and Z-scores1 we find WHF trades at a discount of ~14.26% to pre-tax NTA compared to ~10.15% during the “Initiation: All the Returns, None of the Resources” report in November 2024.This is the second highest discount to Pre-tax NTA at month end over the past 10 years, or a Z-score of -1.78 compared to a prior score of -0.99.At the current trading price and discount to pre-tax Net Tangible Assets, WHF is priced extremely favourably to the underlying assets when compared to the past 10 years, and we continue with our rating of WHF.ASX as an Outperform.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Whitefield Industrials Limited (WHF.ASX) - Q3 Update: Great Performance & Greater Discount

Whitefield Ltd/fund

Whitefield Industrials Limited (WHF.ASX) - Q3 Update: Great Performance & Greater Discount