Julia likes the Australian-based travel business, Helloworld (HLO), which, she says. is is placed to grow on the back of merger synergies, cost savings and further acquisitions.
“Sentiment on HLO should continue to improve. Shares had been under pressure pre-Federal election on basis that close ties with the company to the Liberal Party meant that several big contracts were at risk,” she says.
“With the Coalition win and confirmation that government travel management services had been extended, the risk has subsided, and the share price should continue to improve.