Australian Post (POST AU)

As the name suggests, this is an Austrian service provider in mail carriage. According to various analysts the company has stable cash-flow with a strong balance sheet and a dominant market position. Some believe that the non recurring accounting provisions are what obscure its earnings and that the company is not well understood by analysts. Furthermore a recent IPO led to a significant undervaluation of the company.

The Catalysts described for this stock are: - Austrian Post’s management is marketing the company to investors in NY and Europe (where they can describe the misperceptions of the earnings). Furthermore they also announced that they beat 2 H forecasts which is positive for the earnings of the company, as well as recognition of huge cash-flow.