Joey Mui

In November we published an analysis of all divestment announcements of ASX100 companies in Australia since the year 2000. Of approximately 1,200 announcements, there were 46 cases where the sale proceeds exceeded 10% of the sellers’ enterprise value. On average, share prices responded positively to divestment announcements. Show More

Dr. Suhas Nayak

Over the last year, we have noticed a market with two segments. In one segment, stocks that show or just promise growth have been disproportionately rewarded, while the other ‘boring’ segment has discounted stocks that have less exciting, declining or uncertain prospects. It should come as no surprise, then, that... Show More

Mathan Somasundaram

Local market recovered from the opening fall before weak China data took the market down to finish flat for the day. The best performers were Telcos, Financials and Energy while Gold, Staples and Property were the worst performers. US/China deals…will get more Beef, Poultry, financial Services, Agri/Bio and Energy access... Show More

Mathan Somasundaram

Local market opened high and then declined as the global investors took their foot off the peddle. The local market is getting pushed up by global investors taking money out of Japan and looking for somewhere to park it in Asia…due to the worry that rising Yen will hurt Japanese... Show More

Mathan Somasundaram

Local market was aimless and drifted lower as global markets digest US Fed’s “fairly soon” rate rise outlook while local reporting season hits top gear. Local market reaction to results are running into short covering. Investors are shooting first and then asking questions later. ABC for one was down early... Show More

Daniel Mueller

Personal care and hygiene company Asaleo Care announced a nasty downgrade today. It now expects profit for 2016 to decrease 15% on 2015, whereas previous guidance was steady. A little disappointing for a company that sells well-known branded staples like Sorbent tissues and Libra feminine hygiene. Show More

Avatar fallback

The first of two months in the mini AGM season, key AGMs this month include Rio Tinto plc, Woodside Petroleum, CIMIC Group and Henderson Group. Other meetings of interest are Recall's scheme meeting on 19 April, Investa Office Fund unitholder meeting on 15 April and STW Group's meeting on 4... Show More