Cable media stocks fell sharply after AT&T announced video subscriber losses, following Comcast and leading to $60 billion being wiped off their valuations. Investors love Netflix but competition is coming. Amazon may move into the $560bn prescription drug market. And more exciting technology developments in transport. Show More
Since the day before the US Presidential Elections on 8 November 2016 until 31 March 2017, MSCI World Industrials has returned 12.8% in AUD-terms, outperforming MSCI World by 0.9ppt. Analysing stocks and sub sectors within Industrials, we conclude that this has not been a ‘junk rally’ driven by the low-profitability... Show More
Airbus shares climb on strong first quarter results, says Saxo Bank Head of Equity Strategy Peter Garnry. Saxo Bank's Head of Equity Strategy Peter Garnry has seen one of his top three picks in Europe take off based on rising wealth from emerging markets lifting demand and overall prospects. Garnry says... Show More
What is the most profitable part of the aviation industry to invest in? Airlines themselves are capital intensive, very competitive, and companies are lucky to profit. Next in the value chain are airplane manufacturers like Boeing and Airbus who make the frames, but once they sell, there is not much... Show More