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PM Capital Podcast - Stock story - Fletcher Building
- 2023/09/08
- 再生時間： 14 分
- ポッドキャスト
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サマリー
あらすじ・解説
Investment Analyst, Alex Warnaar and Luke Cheetham, Director Distribution, discuss a recent portfolio addition in our latest podcast.
In this episode, Luke talks to Alex about a recent addition to the Australian Companies Fund, Fletcher Building and the opportunities that lie ahead for the business. Some of Luke's questions include:
- Can you tell us about Fletcher Building and its operations in Australia and New Zealand?
- Fletcher's market share is currently greater in New Zealand than in Australia, does the company have plans to build market share in Australia?
- Through your discussions with management, what are Fletcher's plans to overcome its challenges and take advantage of future opportunities?
What attracted PM Capital to Fletcher Building given significant headwinds of potential construction slowdown?
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