Stock picks August 2020
JIN, MP1, FPH
FPH: We believe that in the current situation, Fisher & Paykel Healthcare has a strong advantage given by their manufacturing power. They deliver products that the world need right now. (AUD 33.60)
MP1: Megaport was on our radar for a few months. Interconnection of networks is paramount in a connected world and with companies exploring solutions to allow their employees to work from home, we think they are in the right spot at the right time to provide such solution at a great scale. (AUD 17.14)
JIN: Jumbo Interactive has renewed their contract with Tabcorp. The deal might not be as great as everyone expected but it it signed. We think it will give the company some financial relief and gives their engineering team some opportunity to innovate. (AUD 12.97)
Let see how this age.
By Rem
Disclaimer. Our short recommendation page is an explanation of why we bought those recommended stocks ourselves. It is not intended to be a financial guidance of any sort or an invitation to buy or sell shares in those companies.