Broker Notes: Why analysts name Breville and Brambles to buy now?

$Breville Group Ltd (BRG.AU)$: Macquarie maintains an outperform rating on the stock.
Breville's decision to build up inventory levels as a buffer against potential supply-chain disruptions doesn't concern Macquarie's analysts. The analysts say in a note that the small-appliance supplier only pulls forward inventory into the June half from the December half. The timing doesn't raise any concerns about product obsolescence, they add.

$Brambles Ltd (BXB.AU)$: UBS maintains a buy rating and A$13.70 target price on the stock.
Pallet-maker Brambles's free cashflow could get a boost as U.S. lumber prices have fallen faster than UBS analyst Andre Fromhyr had anticipated.

$G8 Education Ltd (GEM.AU)$: Macquarie is neutral on the stock with a A$1.20 target price.
A deteriorating economy could dilute the benefits to childcare operator G8 Education of moderating industry supply and increased funding by Australia's new government, Macquarie analysts say.