Peter Switzer talks to William Elliott, Managing Director and Chief Executive Officer of CAR Group, about the FY26 result, the international business he thinks the market underestimates, and the AI question hanging over the valuation. Diana Mousina, Deputy Chief Economist at AMP, puts a number on the odds of a September rate rise. Charlie Aitken, Group Investment Director at Regal Partners, and Michael Gable, Managing Director and founder of Fairmont Equities, then work through what reporting season told us.
On the show:
- CAR Group’s CEO on a result that lifted revenue and EBITDA 12 per cent, and a valuation still sitting below where it was 12 months ago.
- Why Brazil has compounded at 20 per cent a year for seven years, in a car market about five times the size of Australia’s, and what that does to group growth from here.
- The AMP read on a September hike, and why falling house prices have not shown up in spending yet.
- A Regal investment director on the divide between companies that sell to the world and companies that sell to Australia, and why he sees more downside in the Commonwealth Bank.
- A chartist who was buying the same sector on his way into the studio. So which of them has it right?
Every stock named on the show, with the call and who made it: All the stock tips from this week’s Switzer Show: 7 September 2026
The Switzer Show airs Mondays at 7pm AEST on ausbiz. Watch this episode on YouTube, or listen on Spotify and Apple Podcasts.
