Bell Potter

Bell Potter is a member of the Bell Financial Group (BFG) of companies. We are one of Australia's largest full service stockbrokers and a leading financial advisory firm, offering a full range of services to private, corporate and institutional...

Expertise

Bell Potter Top Picks From The Banks

Bell Potter

Our major banks may not be outnumbered nor outgunned in the operational sense but some are clearly not seen to be occupying the moral high ground at the moment. Show More

3 Healthcare Stocks Poised for M&A

Bell Potter

After a quiet year for global takeover activity in the pharmaceutical sector in 2017, Trump's tax cuts have fired up the appetite for acquisitions in the sector. US firms in particular have been active in snapping up undervalued Australian biotech assets. Show More

ASX:API ASX:OSL ASX:CYC

Key growth pillars all strong for this retail stock

Bell Potter

Premier Investments Limited (PMV) has announced underlying 1H18 NPAT of $78.8m, 6.5% up on pcp. The Just Group EBIT of $102.5m was in line with our $103.4 estimate. The result key highlights are as follows: Show More

ASX:PMV RETAIL SECTOR

Bank Note$: Mentioned in despatches

Bell Potter

December 2017 reporting wrap: Fundamentals sound. The recent reporting period was generally positive with few surprises. NIM benefited from lower funding costs, deposit mix, easing liquidity drag and stable lending spreads, and the domestic retail and business banks contributed to the bulk of NIM/NIE improvements. However, non-interest income was impacted... Show More

australian banks ASX:MQG ASX:NAB Financial Sector

Tech Sector: Updated key picks: CGL, IFM & TNE

Bell Potter

We have updated our key picks in the tech sector following last month’s reporting season and ahead of potential catalysts we can see. Our updated key picks are: Show More

tech stocks ASX:CGL tech sector Stock picks ASX:TNE ASX:IFM

First Impressions from Reporting: FXL, SUL, OSH and SWM

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including FlexiGroup (FXL), Super Retail Group (SUL), Oil Search (OSH) and Seven West Media (SWM) with links through to more detailed reports. Show More

ASX:FXL ASX:OSH ASX:SWM ASX:SUL february 2018 reporting season

First Impressions from Reporting: BXB, SEK, GWA and DHG

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Brambles (BXB), Seek (SEK), GWA Group (GWA) and Domain Holdings Australia (DHG) with links through to more detailed reports. Show More

ASX:BXB ASX:GWA ASX:SEK ASX:DHG february 2018 reporting season

First Impressions from Reporting:MPL, IFL, PRY and SGR

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Medibank Private (MPL), IOOF Holdings (IFL), Primary Healthcare (PRY) and Star Entertainment (SGR) with links through to more detailed reports. Show More

ASX:IFL ASX:PRY ASX:MPL ASX:SGR february 2018 reporting season

First Impressions from Reporting: SHL, ORG, SUN, S32, ASX and TLS

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Sonic Healthcare (SHL), Origin Energy (ORG), Suncorp (SUN), South32 (S32), ASX (ASX) and Telstra (TLS) with links through to more detailed reports. Show More

First Impressions from Reporting: IAG, DMP, CPU, CSL, WPL, DXS and GMG

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Insurance Australia Group (IAG), Domino’s Pizza Enterprises (DMP), Computershare (CPU), CSL (CSL), Woodside Petroleum (WPL), Dexus Property Group (DXS) and Goodman Group (GMG) with links through to more detailed reports. Show More

First Impressions from Reporting: Challenger, GPT Group, Transurban, Boral and Cochlear

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Challenger (CGF), GPT Group (GPT), Transurban Group (TCL), Boral (BLD) and Cochlear (COH) with links through to more detailed reports. Show More

ASX:BLD ASX:CGF ASX:COH ASX:GPT ASX:TCL february 2018 reporting season

First Impressions from Reporting: JBH, BEN, AMC and ANN

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including JB Hi-Fi (JBH), Bendigo & Adelaide Bank (BEN), Amcor (AMC) and Ansell (ANN) with links through to more detailed reports. Show More

ASX:AMC ASX:ANN ASX:BEN ASX:JBH february 2018 reporting season

The Muster: Agriculture & FMCG roundup

Bell Potter

In the Muster, we round up our current views on key agri and FMCG themes and stocks, this month asking whether we are at the bottom of milk powder pricing (a key driver of the dairy sector), we also discuss our increased target price for Synlait, and look at several... Show More

ASX:GNC asx:bal ASX:BGA ASX:SHV ASX:SM1

First Impressions from Reporting: REA Group

Bell Potter

In this daily reporting season update, we provide our first impression on key takeouts from REA Group (REA) with a link to the more detailed report. Show More

ASX:REA february 2018 reporting season

First Impressions from Reporting: AGL, AMP, TAH and MGR

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including AGL Energy (AGL), AMP (AMP), Tabcorp Holdings (TAH) and Mirvac Group (MGR) with links through to more detailed reports. Show More

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First Impressions from Reporting: CBA and CAR

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Commonwealth Bank of Australia (CBA) and Carsales.com (CAR) with links through to more detailed reports. Show More

ASX:CBA ASX:CAR february 2018 reporting season

February 2018 Reporting Season Calendar

Bell Potter

The Bell Potter reporting calendar covers over 200 companies reporting this February, with key dates, NPAT (consensus and Bell Potter/Citi estimates) and analyst recommendations. The first week kicks off with 18 companies reporting including some big names like CBA, RIO, AMP and REA. Access our updated reporting calendar here: View... Show More

Praemium (PPS): Reviewing the playbook

Bell Potter

Next Level: PPS is entering its next phase with a burgeoning Australian business and with an International business set to achieve its first profitable month in FY18. We believe the robust growth the company is seeing, the move to profitability in the international business and the likely inclusion in the... Show More

diversified financials ASX:PPS

Bells Gold Tracker: ASX-listed Gold Review

Bell Potter

The Bells Gold Tracker is a periodic update and review of ASX-listed gold equities and the gold market. We run through a current market theme, key company releases (including Substantial Holding Notices), a gold-producers’ comparison table, a gold equities performance “heat-map” and some key price and relative value charts. This... Show More

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Bell Potter Analyst Outlook & Top Stock Picks for 2018

Bell Potter

In this report, our analysts share their sector view and top stock picks for 2018 across sectors including banks and general insurers, diversified financials, LICs, fixed income, agricultural FMCG, technology, discretionary retail, industrials, resources, and healthcare & biotech. Show More

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GPT, MGR and APA are property trusts and infrastructure vehicles—franking is replaced with tax deferral, albeit APA has virtually no tax deferral in 2016 as mentioned on the first page of our report. AST has said a number of times that the 2016 distribution will be 8.53cents so the yield in our report is correct at 5.9%.

On Quintessentials: The Search For Yield Continues -