Sembcorp Industries: What’s next for Alinta?

Research evidence excerpt

Sembcorp Industries: What’s next for Alinta?

Australia - Materials, Industrials & Energy Coverage Cluster

Investment rating Company BofA Ticker Bloomberg symbol Analyst

Evolution Mining CAHPF EVN AU Kate McCutcheon

Fletcher Building FRCEF FBU NZ Richard Lee

Fletcher Building YFLBF FBU AU Richard Lee

Genesis Minerals GSISF GMD AU Kate McCutcheon

GWA Group GWAXF GWA AU Richard Lee

James Hardie Industries Plc JHIUF JHX AU Shaurya Visen

James Hardie Industries Plc JHX JHX US Shaurya Visen

Lynas Rare Earths LYSCF LYC AU Chen Jiang

Northern Star Resources NESRF NST AU Kate McCutcheon

NRW Holdings NRWWF NWH AU Cameron Needham

Origin Energy OGFGF ORG AU Cameron Needham

Sandfire Resources SFRRF SFR AU Kate McCutcheon

SGH Ltd SVNWF SGH AU Richard Lee

Sims Limited SMUPF SGM AU Chen Jiang

South32 Ltd SHTLF S32 AU Kate McCutcheon

South32 Ltd XKTPF S32 LN Kate McCutcheon

South32 Ltd XMWTF S32 SJ Kate McCutcheon

Ventia XVXGF VNT AU Cameron Needham

Whitehaven Coal Limited WHITF WHC AU Chen Jiang

NEUTRAL

AGL Energy AGLNF AGL AU Cameron Needham

BlueScope BLSFF BSL AU Chen Jiang

Brambles Limited BMBLF BXB AU Richard Lee

Deterra Royalties DETRF DRR AU Chen Jiang

Downer EDI Limited DNERF DOW AU Cameron Needham

Greatland Resources GGPSF GGP AU Kate McCutcheon

Greatland Resources XGRLF GGP LN Kate McCutcheon

Iluka Resources Limited ILKAF ILU AU Chen Jiang

Mineral Resources MALRF MIN AU Kate McCutcheon

Monadelphous MDPHF MND AU Cameron Needham

Reece Limited REECF REH AU Richard Lee

Reliance Worldwide Corporation Limited RLLWF RWC AU Richard Lee

Rio Tinto Ltd RTNTF RIO AU Kate McCutcheon

Transurban Group XTRAF TCL AU Lara Tufegdzic

Transurban Group TRAUF TRAUF US Lara Tufegdzic

Worley Limited WYGPF WOR AU Cameron Needham

UNDERPERFORM

APA Group APAJF APA AU Cameron Needham