Our guest on the Thursday edition of the Morning Mail is Evans and Partners Research Analyst Peter Stamoulis.
We cover Seek Ltd this morning. We recently moved our research recommendation from Neutral to Positive and Peter covers the reasons behind this change. Peter updates his views on each business segment, specifically, what he anticipates each segment needs to deliver over coming months to bring about continued positive share price performance. The strong share price performance has Seek Ltd currently trading at fair value, but Peter maintains a positive view on a supportive medium term valuation.
