Home Wires ASX 200

ASX 200

The ASX 200 index is representative of the 200 largest companies currently trading on the ASX (Australian Securities Exchange). The ASX 200 is considered the leading and most popular index of its type. The ASX 200 today: several articles have been recently published covering the ASX 200 stocks, read these latest wires below.

Latest: ASX 200

Equities

Nufarm: Short the Short

The Nufarm Limited (ASX:NUF) register is looking decidedly tight. Possibly the tightest of any company in the ASX200. And this has accelerated over the past few weeks...
NUF
Romano Sala Tenna
Katana Asset Management
Expert Insights

Looking outside the box for defensive equities

The big four banks, Telstra, and AREITs have traditionally formed the backbone of a defensive equities portfolio, but Aaron Binsted, Portfolio Manager at Lazard Asset...
+2
Livewire Exclusive
Livewire Markets
Daily Report

RBA minutes drive ASX to another high

Once again, the expectation of lower interest rates was enough to drive stocks higher today, with comments from the RBA that imply rates were more likely to go down...
COL
James Gerrish
Market Partners
Equities

Private punting

The only thing Aussies love more than sport ... is a punt on the sport. Or just punting in general for that matter. Gambling is a very common Australian pastime and...
Scott Williams
Fiftyone Capital
Daily Report

AGL pulls Vocus bid

A fairly lacklustre Monday across the board with the banks/utilities offsetting some weakness amongst the material stocks + the telcos were weak as a sector thanks to...
PLS
James Gerrish
Market Partners
Asset Allocation

Key themes from 68 fund manager meetings

In our last wire, Dominant themes in 5 key asset classes, we highlighted the conservative stance most managers had taken following the extreme volatility during the...
XRO
Nick Reddaway
Nick Reddaway
Drummond Capital Partners
Expert Insights
Sponsored

High conviction value investing in practice

Legendary investor Peter Lynch coined the term ‘Diworsification’ - making your risk-return profile worse through diversification - and famously ran a concentrated...
MTS
Livewire Exclusive
Livewire Markets
Equities

Telstra making all the right moves

Few Australian large-cap stocks have caused as many differences of opinion over company prospects as Telstra. They have been Australia’s largest and most profitable...
TLS
Anton Tagliaferro
Fundamental Investment Management
Macro

RBA and banks battle over rates

We were the first to publicly canvass the near-term possibility of Aussie QE (actually, it was one our investors who encouraged us to dig into this), and an...
+1
Christopher Joye
Coolabah Capital
Equities

Buy Hold Sell: 4 big shorts

The most-shorted stocks on the ASX have long been a hunting ground for investors and traders alike. Whether you're looking for potential "short squeeze" rallies,...
Buy Hold Sell
Livewire Markets
Daily Report

Markets flat – Challenger downgrades

The market chopped around for the session today before closing flat - the ASX200 traded as much as +20 points higher and -10 points lower than the previous close. It...
CGF
James Gerrish
Market Partners
Equities

You Can Count on CountPlus

A little over a year ago I wrote about CountPlus (ASX:CUP) and outlined why there was significant strategic value in their relationship with the CBA owned, and much...
Harley Grosser
HD Capital Partners
Equities

WAAAX and the disconnect not making headlines

When assessing the current landscape of the ASX, there has been a significant shift of investor dollars towards a highly select group of companies. Much has been made...
XRO
Robert Miller
NAOS Asset Management
Equities

Look no further for reliable income

Commercial property isn’t a pure income asset class like cash or fixed interest but it has a few advantages over other forms of income-based investing, starting with...
GMG
SCG
SGP
+1
Pete Morrissey
Pete Morrissey
Dexus
Daily Report

The rally fades on bank selling

The local market quickly pushed on with yesterday’s rally to post an extra 41pts to rally to the intraday high within the first hour. The selling picked up from there...
James Gerrish
Market Partners
Equities

How are these valuations being justified?

During the first quarter of 2019, we have observed an acceleration in the outperformance of growth over value. This can be seen in the chart below provided by Deutsche...
HUB
IEL
TCL
+1
Anthony Aboud
Perpetual Asset Management (Australia)
Equities

The New Criterion: who are the next takeover targets?

The takeover activity at the top end of town is permeating down to the small to mid-sized sector, raising the perennial question of who might be next to garner...
CHC
PLS
Tim Boreham
Tim Boreham
Independent Investment Research
Daily Report

ASX trades at 11 year highs

After a long weekend, the Australian market had to catch up on two bullish sessions out of the US which we did - and then some with the market now trading at its...
AGL
James Gerrish
Market Partners
Buy Hold Sell

Are the banks back in town?

After a tough 2018 the Aussie banks have bounced back thanks to a loosening of lending restrictions from APRA and a surprise election win by the Coalition. But should...
Buy Hold Sell
Livewire Markets
Equities

East coast infrastructure – worst boom ever?

It is no secret that Australia’s engineering and contracting industry has been positioning for an infrastructure-led boom on the east coast. Expectations of billions...
LLC
Liam Donohue
Lennox Capital
Collections

WAAAX on WAAAX off

WiseTech, Appen, Afterpay, Altium and Xero (WAAAX) are up just over five-fold over the last two years, pushing the aggregate market cap to over $28 billion. Some of...
XRO
Livewire Exclusive
Livewire Markets
Daily Report

Tax loss selling is already gaining momentum

The ASX200 gained 24 points yesterday, taking the index within striking distance of this month’s 6403 high although we are still only in June’s first trading week....
NUF
RIO
RMD
James Gerrish
Market Partners
Equities

The hunt for red herring

A “red herring” is known as something that distracts from a more important area of focus. There are numerous different attributions to the etymology of this saying....
Andrew Macken
Montaka Global Investments
Macro

Parsimonious pigs will struggle to pass-through

Today I explain why ANZ was nuts not to fully cut its lending rates in May; why it will be even harder for all banks to pass along the next RBA cut, which could come...
+1
Christopher Joye
Coolabah Capital
Expert Insights

Is it time to buy the banks?

Five years of price consolidation, a possible bottoming of the housing market, and the unexpected return of the coalition government have mitigated some of the key...
+1
Livewire Exclusive
Livewire Markets
6426-6450 of 9625