On the ABC TV "The Business" segment tonight, Richard Schellbach, senior equity analyst at UBS, was asked which ASX companies would likely do well in the near to medium future.
Amongst the various companies he mentioned were TLS & TPG- with the record predicted immigration to Australia of c.700k people, in total, in the next 2 years, both companies would likely add significantly to their customer base with new subscriptions. Their profitability would be greatly improved.
Outperform market, page-42
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