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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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