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Small Caps - Results Preview

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Small caps (ex-mining services) under coverage offer exposure to attractive sectors. GCS and SXE have significantly increased their presence on the construction-rich east coast. PGC sells products and services into the acute and aged healthcare space. PPC has a large, low-cost, country-wide property development portfolio focused on growth corridors. ASB should benefit from increasing naval spend, and TOX has exposure to the defensive waste management sector. We think there is more value apparent in GCS, PGC and PPC, while ASB, SXE and TOX are closer to our valuations.

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