Rudi Filapek-Vandyck

Rudi Filapek-Vandyck

Switzer Expert

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Rudi Filapek-Vandyck has been a journalist for nearly three decades, of which nearly two decades has been in finance. After successfully establishing a leading financial news service in Europe, Rudi moved to Australia where he founded FNArena, an online service dedicated to providing independent and unbiased market analysis. He has also developed new tools and applications that assist investors in their market research.

Rudi’s market analyses have become highly sought after and he is a regular guest on Peter Switzer’s SWITZER program on Sky Business as well as on BoardRoomRadio. Rudi is often found travelling the country to educate investors and share his observations and market insights.

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The broker wrap: one stock dominates

by Rudi Filapek-Vandyck

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Changes to stockbroker ratings in the past week

Changes in ratings among the eight brokers in the FNArena database were almost evenly split over the pat week, with 11 recommendation upgrades compared to nine downgrades. One stock, Aristocrat Leisure (ALL), was responsible for the difference. Total Buy ratings now stand at 49.76%.

Upgrades

Aristocrat Leisure received three of the upgrades for the week, with Macquarie and Deutsche lifting it to Neutral and Citi raising it to Buy. The changes come on the back of updated earnings guidance from company management, which has flowed through to changes in earnings forecasts and price targets. Valuation also improved, with Aristocrat's share price down 24% since April.

UBS has upgraded Ansell (ANN) to Neutral on valuation grounds given recent share price weakness. At the same time the broker adjusted its model to reflect underlying latex, cotton and chemical prices, which resulted in a slight cut in price target. Macquarie went the other way on Ansell and downgraded it to Neutral given current market conditions suggest some medium-term earnings challenges.

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