Episode Synopsis "Key picks in Automotive with Wilson Asset Management"

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.

Listen "Key picks in Automotive with Wilson Asset Management"

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