The Morning Mail
On the first edition of the Morning Mail this week David Hay is joined by Evans and Partners Research Analyst, Tom Strong.
On the agenda today is Brambles Ltd. (BXB) and their third quarter trading update. Tom discusses the trading update and the condition of the market before touching on the pallets business in the US and global business trends. He highlights the issues that led to an earlier downgrade and the short term comfort this update provides. The conversation concludes with Tom commenting on net new business wins in Europe and the US before giving a current valuation of the company.