SGH Ltd
SGH: XASX (AUS)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| LOCK|.$H | LOCK|$F#lG | LOCK|T&B!#B# |
SGH: Supportive Medium-Term Demand Outlook
We upgrade our earnings forecasts for industrial conglomerate SGH after reassessment of the outlook for public infrastructure expenditure. However, an accompanying increase in the assumed weighted average cost of capital is an offset. SGH maintains earnings guidance for fiscal 2026.
