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Listed stock commentary covering small-caps to big-caps, growth to income, domestic to global, and momentum to deep value.

Equities

Is this the most capital light business on the ASX?

Deterra (ASX:DRR) is one of the newer entrants to the ASX, having been de-merged from Iluka Resources (ASX:ILU) in November last year. It also offers something new to...
BHP
Ben Clark
TMS Private Wealth
Equities

Building an export industry for cannabis medicines

The medicinal cannabis industry is gaining significant momentum, however, still remains in the early stages of growth. Zelira Therapeutics recently reported record...
Roger Montgomery
Montgomery Investment Management
Equities

FAANGs' enterprise value is what makes them unstoppable

Blue-chip shares – everyone wants to own them. But what are they? And do the world’s largest technology companies – Facebook, Amazon, Apple, Netflix, Google (the...
kanish chugh
kanish chugh
Global X ETFs
Equities

Markets may ignore inflation but can’t ignore cost rises with reporting season approaching

Local market started choppy before global trade buying pushed the market higher all day in relatively low turnover. Even a better than expected Q1 GDP growth data...
Mathan Somasundaram
Deep Data Analytics
Equities

180 Markets: Movers and shakers

Certainly, one of the biggest market thematics is a return of inflation. We are seeing the spike in housing prices, wage growth, and commodity prices - not to mention...
+17
Greg Lowe
Greg Lowe
180 Markets
Equities

Inflation is coming: Trilogy

With interest rates, inflation, and credit spreads still sitting close to record lows, the most important question for fixed income investors is how this could change...
Livewire Exclusive
Livewire Markets
Equities

The case for the world heavyweight in equities: China

Investing in China is an appealing concept - what's not to like? From Shenzhen to Shanghai, there's a veritable goldmine of stocks to choose from, a burgeoning middle...
Mia Kwok
Mia Kwok
Livewire Markets
Equities

Where to find listed pet care stocks amid a "paw-city" of choice

Even before the pandemic spurred the panic puppy purchasing phenomenon, Australian pet ownership was on the rise because of the powerful demographic trend to single...
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

Direct From The Desk: A deep dive into shipbuilder Austal

In the third episode of 'Direct from the Desk', I'm joined by Senior Analyst Aiden Bradley to take a deep dive into shipbuilder Austal (ASB). The company is one of...
ASB
James Gerrish
Market Partners
Equities

Hub24 and Netwealth - growth stocks with a pro-inflation 40% earnings sleeper

Inflation, long-term bond yields and growth stocks are front of mind for many investors. We believe concerns of rising discount rates impacting present-day valuations...
HUB
Damon Callaghan
ECP Asset Management
Equities

Gold is shining brightly in the macro madness

Local market started negative and recovered on global buying to finish red on a weak turnover day. We are on track for 11th consecutive week of aggregate weekly...
Mathan Somasundaram
Deep Data Analytics
Equities

180 Markets Movers & Shakers

TODAY'S TRADING HALTS Alpha HPA Limited (ASX: A4N) announced a placement to raise $45 million at an offer price of $0.55 per share. This is an 11.3% discount...
A4N
+20
Greg Lowe
Greg Lowe
180 Markets
Equities

What return can you expect on Freightways shares?

Recently, we wrote about the return a long-term investor might expect to earn buying Australian listed equities at today’s prices. The note, which can be found here,...
Tim Kelley
Montgomery Investment Management
Equities

5 key questions for Aussie growth companies going global

Companies that are sitting in Australia with offshore earnings can be quite interesting in terms of investment potential. It might surprise people, but over 40% of the...
APT
BXB
CSL
+5
Dushko Bajic
First Sentier Investors
Equities

You cannot beat the herd by running with it

The local market started positive before fading into negative territory on low turnover. We have started the 11th consecutive week of aggregate weekly turnover below...
Mathan Somasundaram
Deep Data Analytics
Equities

Like it or not, it's 11 o'clock in mining

Mining is booming: a number of mineral commodities have recently set new records and share prices of major miners have also reached fresh all-time highs....
Hedley Widdup
Lion Selection Group
Equities

Balancing ESG exposure and valuations

Environmental, Social, and Governance (ESG) ETF use has exploded over the last few years in Australia, with total assets under management (AUM) surpassing $1.5 billion...
Russel Chesler
VanEck
Equities

SD-WAN and the future of 5G: What it is, how to get exposure

It’s easy to see why so many investors are caught up in the hype of 5th generation wireless technology. We hear of 5G powering a new age of technology, transforming...
Jerram Lindsay
Spheria Asset Management
Equities

Six companies with explosive growth

My previous article described why, with stocks down, fundamentals up, and mass institutional selling, now was the time to allocate to growth. In this article, I'll...
Michael Frazis
Frazis Capital
Buy Hold Sell

The battle of the small caps

Try picturing some of the great contests of the recent past. Ali versus Foreman! Fischer versus Spassky! Federer versus Nadal! Gatting versus Warne! Actually, maybe...
CSR
HLS
+7
Buy Hold Sell
Livewire Markets
Equities

Positioning for a change from the Fed in 2021

While supportive monetary policy continues to be a positive for equity markets in the short term, the commencement of tapering will drive vastly divergent returns, at...
WLE
Matthew Haupt
Wilson Asset Management
Equities

Emergency stimulus is not standard operating environment

Local market followed the US market higher and stayed there unlike recent days. Miners and Energy were the green leaders while Tech was the only negative sector. It...
Mathan Somasundaram
Deep Data Analytics
Equities

You can’t just marry anybody - the weekly wrap

We are entering our 4th week (or so) of a quiet/consolidation period for Capital Raisings. We are chugging along at a pace of 4 to 6 share placements per day, with...
APT
+10
Greg Lowe
Greg Lowe
180 Markets
Equities

Investing in quality and growth: a journey

Investing in growth companies is something entirely different from trying to find true value among bombed out cyclicals, disrupted business models and misjudged...
ANN
+2
Rudi Filapek-Vandyck
FNArena
Equities

An asymmetric investment opportunity in a small-cap iron ore miner

At Tectonic we spend our days (and nights) looking for asymmetric investment opportunities - those set-ups where we can make multiples of our invested capital if we...
Benjamin Haan
Tectonic Investment Management
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