Wagering continues to be challenged in Australia.

This share is trading at the lowest price to fair value of the 14 companies on the list.

We cut our fair value by 26% but the market has overreacted.

Our view after the shares stand after a 20% drop.

Latest earnings show continued strength.

Shares plunged over 17% after reporting disappointing results.

Our view on CanadaOne acquisition.

Shares are currently fairly valued with a Wide Moat rating.

We raise our earnings forecast 11% for next year.

Cost reductions lower our profit estimates but should lead to improved long-term outcomes.