ASX:AGL

Business Insights Across the Market

NAOS Asset Management

"Overall we remain very optimistic about the long-term prospects of Australia. We are seeing GDP growth above trend. We have seen a continuing fall in unemployment. Inflation remains low. You look to the long-term prospects and of course there have been some big shifts in the economy over recent years,... Show More

ASX:CBA ASX:SUN ASX:WES asx:gma ASX:AGL ASX:NAC ASX:NCC ASX:NSC

FNArena Reporting Season Monitor: Week 1 - August 2018

Rudi Filapek-Vandyck

Welcome to the FNArena Reporting Season Monitor for the February result season 2018. The Monitor reports ratings and consensus price target changes, along with brief summaries of the collective responses, from FNArena database brokers for each of the 300+ stocks. Week 1 is now available with coverage of 30 stocks. Show More

First Impressions from Reporting: SUN, MGR, AGL and ORA

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Suncorp Group, Mirvac Group, AGL Energy and Orora Ltd with links through to more detailed reports. Show More

ASX:MGR ASX:SUN ASX:AGL ASX:ORA August 2018 Reporting Season

Buy Hold Sell: Big stocks with big yields

Buy Hold Sell

There's a bit of an issue for investors seeking income from the local market. The challenge is that just 6 companies account for more than 50% of the income generated from the ASX200. That's the 'Big Four' banks, Telstra and BHP. Whilst the income might be attractive there's clearly a... Show More

ASX:CWN ASX:DLX ASX:AGL ASX:CYB ASX:AST

Business Insights Across the Market

NAOS Asset Management

“New coal is a bad idea for New South Wales – coal needs to run most of the time to be economic, but the market needs flexibility, not baseload” Mark Collette, Executive Energy, Energy Australia Show More

ASX:FMG ASX:AGL ASX:NVL ASX:PPS ASX:NAC ASX:RHL ASX:NCC ASX:NSC

Growth at a reasonable yield

Marcus Tuck

John D. Rockefeller once said: "Do you know the only thing that gives me pleasure? It's seeing my dividends coming in". Mr Rockefeller was perhaps a little too fond of his dividends, but they are an important component of total equity returns, particularly in a high-dividend-paying market such as Australia's... Show More

ASX:SUN ASX:SYD ASX:TCL ASX:WOW ASX:AGL

Pricing growth: Why simple doesn't work

Alex Pollak

In the twelve months to Monday of this week, the S&P500 index is up 15.02%, while Alibaba is up 80%, Google is up 29.3%, Amazon is up 71% and Apple is up 24%. By contrast, Exxon is down 5.6%, Coke is up 7.6% and General Motors is up 11%. To... Show More

apple ASX:AMP ASX:BHP ASX:CBA ASX:FMG ASX:QBE ASX:TLS ASX:AGL

FNArena Reporting Season Monitor: Week 1 - February 2018

Rudi Filapek-Vandyck

Welcome to the FNArena Reporting Season Monitor for the February result season 2018. The Monitor reports ratings and consensus price target changes, along with brief summaries of the collective responses, from FNArena database brokers for each of the 300+ stocks. Week 1 is now available with coverage of 30 stocks. Show More

What Mattered Today; NAB rallies on decent trading update

James Gerrish

Another calmer day for Aussie stocks with the market having bouts of indecision in early trade before buyers settled in and pushed the index up throughout the afternoon – a decent close near the session highs with the Telco stocks doing most of the heavy lifting. On the flipside, we... Show More

ASX:AMP ASX:CBA ASX:MIN ASX:MGR ASX:NAB ASX:RIO ASX:AGL ASX:CMA

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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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

Buy Hold Sell: Wilson vs Aitken – Mining & Energy

Buy Hold Sell

In this episode of Buy Hold Sell Matthew Kidman from Centennial Asset Management asks Geoff Wilson from Wilson Asset Management and Charlie Aitken from Aitken Investment Management for their views on some of the big names in Mining & Energy. Show More

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Where to find opportunities in large companies

Clime Asset Management

There is so much confusion about the stocks in the ASX’s large-caps index, the ASX 50. Some investors see them as ‘blue-chips’ by virtue of their size and longevity, and thus see them as long-term portfolio holds. Others think the ASX 50 is largely useless: a motley, concentrated index of... Show More

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AGL Energy Full Year Result: Higher electricity prices & demand boosts AGL’s result 

CommSec

AGL Energy has posted a better than expected full year underlying profit of $802m - a 14.4% increase on the prior year. The result was boosted by solid demand, better base prices for wholesale electricity & higher margins. Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170703

Mathan Somasundaram

Local market ran into a brick wall after lunch despite solid China data. China Caxin Manufacturing data was better than expected and in expansion territory…good for commodities who had another good night. Bond yield proxies and currency proxies were under pressure from the start while banks joined the slide after... Show More

Here's what we learned from leading CEOs this week

NAOS Asset Management

“Amazon will have a huge effect on Woolworths and Coles. All of us in the fresh food retail business will have to be very much more focused” Cathy Harris, Chairwoman, Harris Farm Markets Show More

amazon ASX:DXS ASX:HVN ASX:MYR ASX:SYD ASX:AGL

Will electric vehicles ‘save’ energy network companies from the death spiral?

Alison George

Don’t let some of the commentary from the Energy Markets 2016 conference fool you; the ‘death spiral’ remains a key risk to energy network companies. With the cost of solar with battery storage rapidly decreasing, opting out of the grid has never been more attractive. Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170602

Mathan Somasundaram

Local market ran up on strong US data at the open then traded sideways for the second half of the day. Market flipped on recent trading trends and bought into both major sectors…banks and miners did well today. The best performers were IT, Staples and Miners while Utilities, Gold and... Show More

4 domestic bubbles caused by incentives

Martin Conlon

“Show me the incentive and I’ll show you the outcome” ... Charlie Munger’s quip is typically insightful and relevant to many of the ructions currently facing the domestic economy, including a number of key sectors like real estate, consumer discretionary, telecommunications and energy, all of which will be examined in... Show More

10 key themes and 29 ways to play them

Morgans Financial Limited

Equity markets remain at the mercy of abnormal macroeconomic conditions such as unconventional central bank interest rate settings and heightened political uncertainty. Making bold portfolio decisions amid such uncertain conditions is a difficult and potentially hazardous exercise; hence our cautious Asset Allocation settings. Despite these challenges, we think that enduring... Show More