Brickworks Ltd
BKW: XASX (AUS)
Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
---|---|---|---|
A$74.00 | Rjwd | Hnhgtvyp |
Brickworks and Soul Patts Earnings: Lower Contributions from Cyclical Stockholdings
We maintain our fair value estimates for Brickworks and Soul Patts of AUD 32 per share and AUD 34 per share, respectively. At current prices, shares in Brickworks trade at an 11% discount to our fair value estimate, while Soul Patts trades at a 2% premium.