EL&C Baillieu Podcast – Key Stock Picks in Automotive with WAM
The Australian automotive sector was one of the hardest hit during the depths of the COVID-19 crisis. But with lockdown easing and traffic returning, the outlook is improving.
Oscar Oberg, Portfolio Manager at Wilson Asset Management, joins the EL&C Baillieu podcast to discuss his positive view on the automotive sector, including:
- Why the average age of Australian vehicles is getting older and why this is a positive for aspects of the sector;
- How domestic tourism could also provide a boost; and
- Key stock picks AMA Group (AMA), Bapcor (BAP), Carsales.com (CAR) and Tourism Holdings (THL.NZ) – what they do and why he likes them.
Also tune in to hear Oscar explain why Wilson Asset Management are constructive on the outlook for the Australian equity market.
Duration: 38 minutes
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