Bapcor (BAP) Mineral Resources (MIN)

Earnings growth is driven by strong underlying demand and sales growth in core businesses and continued expansion of its store network in Australia and New Zealand. Bluescope Steel (BSL) Has attractive valuation metrics, balance sheet strength, a focus on shareholder returns and dominant market position.

Lower iron ore prices and widening low-grade spreads have a more material impact on the company than the rest of the iron ore players.