Deryn Knott

Company News summary: ANZ releases strong annual result. IMF to launch class action against TWE FKP launches rights issue after share price ramp. NVT student enrolments on the rise ORG sells TAWN assets DJS to build new concept store in Ringwood. Quarterlies from AAD, BPT, EVN, GPT, IGO, KCN, PNA, PNN, PRU, SWK, TRY, TZN. http://derynk.com/2013/10/29/company-186/ Show More

Deryn Knott

World News summary: RBA talks down AUD. RBI increases rates in India. US manufacturing, pending home sale and confidence hit by US government shutdown concerns, but Industrial Production holds up. UK GDP strong. PBoC resumes provision of liquidity http://derynk.com/2013/10/29/world-132/ Show More

Deryn Knott

Company news summary: STO and ORG commence the inevitable consolidation within the Gladstone LNG infrastructure sector. AIO PN Coal strength offsets weakness in PN rail and terminals. AMP's external platform outflows are on the rise, as are wealth protection claims, both combining to provide a mildly disappointing earnings outlook. internal... Show More

Deryn Knott

Company News today includes: AGK downgrades guidance APA secures deal to transmit gas from Vic to gas-constrained NSW AWC jumps in sympathy with Alcoa Carnegie and PPT push for removal of cross ownership of BKW and SOL with in-specie distribution of TPM. Quarterlies from CFX, CPA, FDC, AZJ. http://derynk.com/2013/10/23/company-183/ Show More

Deryn Knott

BHP released strong quarterly. BRU, AQA and OSH quarterlies show steady progress on their respective development projects. WOW walks away from ParknShop APN to flog off APN Outdoor. DXS asset rationalisation showing gradual improvement. MGR quarterly shows that the recent strength of residential property is not flowing through to them. BKL NPAT takes... Show More

Deryn Knott

Short term view on valuation grounds. Bullish consumer, bulk resources, industrials, insurance, Neutral banks, healthcare, telco, IT, energy, gold. Bearish property trusts. Long term on structual themes - Bullish banks (GDP+ growth), insurance (rising rates), IT (becoming a business staple), healthcare (aging population), consumer (improving confidence), industrials (economic recovery), telco... Show More

Deryn Knott

AGK in the mix to bid for Macquarie Generation. ANZ's Asian strategy cops some criticism. CQR exits Poland and enters South Aust. Paul Zahra to leave DJS. Wal King tries to distance himself from LEI bribery allegations MQA traffic figures on the rise. MXI's weak outlook spooks the market. RHC looking to... Show More

Short term view on valuation grounds. Bullish consumer, bulk resources, industrials, insurance, Neutral banks, healthcare, telco, IT, energy, gold. Bearish property trusts \r Long term on structual themes - Bullish banks (GDP+ growth), insurance (rising rates), IT (becoming a business staple), healthcare (aging population), consumer (improving confidence), industrials (economic recovery), telco (shift to video communication and downloads). Neutral bulk resources (plateauing China growth), property trusts (rising rates), energy (shale gas replacing oil). Bearish gold (rising cost of carry and reduction of risk premia),

On Livewire's question of the day: What's your view on the outlook for equity markets in the short and medium term and why -

AUD strength a headwind for exporters, but an Australian domicile business such as IAG should be left largely unscathed. Bushfires may create small catastophe expense. Much greater benefit from increased earnings from higher rates. IAG has strong margins on their gross written premium to boot.

On Australia 3Q CPI +2.2% On Yr; Consensus +1.8% -