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Brambles (BXB) - Bump & Grind
No change to our Positive view based on a strong management team redeploying capital into its core business at ~20% ROIC within 3-5 years whilst maintaining a conservative balance sheet.
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Brambles (BXB) - Kicking Goals Into The Wind
Steady revenue growth rates at CHEP, slight acceleration at Recall & guidance maintained against a weak macro backdrop augurs well.
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Brambles (BXB) - Not Waiting For The Tide To Turn
We retain our Positive recommendation.
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Brambles (BXB) - Plastic Fantastic
New management team continues to have an impact, with the IFCO acquisition accompanying a mildly positive trading update.
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Brambles (BXB) - Earns A Recall From The Bench
New management has stabilised the business & is now investing for growth.
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