ASX:AHG

Schroders Australia

Progress in data analysis and artificial intelligence has done little to alleviate the propensity of people to gravitate towards euphoria and panic together. October saw a fair amount of euphoria give way. Commentators will invariably insert the requisite ‘catalysts’ to explain recent markets falls, aided a little by hindsight. We... Show More

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NAOS Asset Management

CEO’s and business leaders' comments can provide valuable insights and provide a greater understanding of the current investment environment and key trends that may be emerging. Below are 22 quotes from the week which in our view detail some of the most important and prominent industry trends and economic factors... Show More

Richard Coppleson

Of the profit warnings this year, 81% of them have been "downgrades". I have found some really interesting observations that I’ll mention through this note that are worth being aware of, before then discussing the main 15 "Positive" Profit Warnings in 2017. Show More

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Dean Fergie

Automotive Holdings (ASX:AHG) issued a downgraded earnings report this week, joining fellow automotive retailers AP Eagers (ASX:APE), Automotive Solutions (ASX:4WD) and Super Retail Group (ASX:SUL), all of which have all guided expectations down in the just past month. With this cohort experiencing an average price fall of over 25% in... Show More

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Mathan Somasundaram

Local market flip flopped to finish in the positive mainly due to Resources. Market likely to remain volatile in the short term with macro risks while medium to long term view remains positive. The best performers were Miners, Energy and Utilities while IT, Staples and Health Care were the worst... Show More

Rudi Filapek-Vandyck

The somewhat lackadaisical market sentiment leading into the February reporting season stands in sharp contrast with the hefty profit upgrades by analysts over the past four months. Depending on whose numbers we take as guidance, average profit growth (EPS) for the Australian share market this financial year increased over that... Show More

Avatar fallback

A first strike at Global Masters Fund. As for All the Majors: it's a quiet day. Some dissent on the resolution to re-elect Trevor Gerber as a director of Vicinity Centres. Otherwise a lot of smaller AGMs today. Today's note highlights different examples of the resolutions where shareholders express dissent:... Show More

Livewire Exclusive

In a recent note the research team at Morgans outlined why they believe a cautious approach is warranted in the current reporting period. The broker highlighted four factors that suggest risks are likely skewed to the downside. These are 1) Factset consensus forecasts that show robust industrial earnings have been... Show More