ASX:APA

9 Champion Stocks

Peter Quinton

These 9 Champion Stocks all have a long-term positive thematic, which should drive superior earnings growth and shareholder value over the coming years, notwithstanding inevitable disruptions in the economic and investment environment as well as some corporate stumbles from time to time. Show More

Join the conversation

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

Join the conversation

So how much risk are you taking?

Vince Pezzullo

Markets have a tendency to move between states of fearing the future where there is no justification for being in markets (usually coincides with market bottoms), to believing that risk is easily measured and controlled whereby the fear of missing out is all encompassing (correlations with a market top is... Show More

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

Faded Blue Chips

Hugh Dive

Seemingly solid and financially stable companies are not always as strong and permanent as they may appear. In this week’s piece, we are going to look at blue chips on the ASX over the last quarter century that blew up, the factors that caused them to decline and some thoughts... Show More

ASX:APA ASX:SYD ASX:TCL

Insurance Australia Group, APA Group, Woodside Petroleum, Woolworths - First Impressions from Reporting.

Bell Potter

Insurance Australia Group (IAG): Solid result that was also boosted by higher reserve releases – the only “slight” negative in the result. Other than that, top line growth was strong – thus the improved guidance for the year – while margin guidance was maintained although boosted again by higher planned... Show More

ASX:APA ASX:IAG ASX:WPL ASX:WOW Longform February 2017 Reporting Season

Daily AGM Note, Thursday 27 October 2016

Avatar fallback

First of the big AGM days today - second strike but no Board spill at Boom Logistics, and changing the profile of the shareholders register explains the difference in the remuneration report vote at Cardno today. Some other key AGMs also attracting dissent. Today I've attached the daily AGM note... Show More

GARY Glitter (Growth And Reasonable Yield)

Marcus Tuck

One theme we have explored in the past is the search for stocks that have a good combination of dividend yield and earnings growth, the so called GARY stocks (Growth And Reasonable Yield). We think that continues to be a sensible strategy and have screened the ASX 100 universe for... Show More

October 2016: The month ahead in AGMs

Avatar fallback

Two notes this month to cover All the Majors from Amcor to JB Hi Fi https://subscriber.theexecutiveremunerationreporter.com.au/archives/15908 and from Magellan Financial Group to Transurban https://subscriber.theexecutiveremunerationreporter.com.au/archives/15905 So what are the 'interesting' resolutions this month? Take a look at Magellan Financial Group - termination benefits for Hamish Douglass, or the company loan to... Show More

First Impression: APA Group (APA) FY16 Result

Bell Potter

Operating cash flow up 58.2% to $862.4m | Segment EBITDA: Energy Infrastructure (94.2% of group EBITDA) up 62.2% to $1335.6m; Asset Management (3.8% of group EBITDA) up 8.9% to $53.9m; Energy Investments (2% of group EBITDA) up 27.6% to $ 27.8m. Show More

ASX:APA

Identifying stocks with earnings certainty

Livewire Exclusive

Sam Ferraro from independent research firm Evidente has developed a model for identifying stocks that provide a high degree of earnings certainty. He believes that against a backdrop of ultra low interest rates and low growth it will be companies that offer investors a high level of confidence around their... Show More

Daily AGM Note 22 October 2015

Avatar fallback

The Daily AGM Note has details of the first strike against the remuneration report at Globe International, a close result at Entek Energy Limited (and a prudent decision by the Board to withdraw four other remuneration resolutions from the AGM agenda). https://subscriber.theexecutiveremunerationreporter.com.au/archives/12794 Show More

Week ahead in AGMs: 19-23 October 2015

Avatar fallback

Second week of AGM season and Wednesday is the big AGM day of the week with Amcor, Crown Resorts, IAG, Medibank Private and Origin Energy. While Origin Energy has removed some of the heat from the AGM by deciding to withdraw resolutions 8 and 9 from the AGM agenda (mentioned... Show More

APA Group Full Year Result - APA profit and future guidance both underwhelmed

CommSec

APA Group (APA) Australia’s largest natural gas infrastructure business, reported net profit for the 2015 fiscal year of $559.9 million, up 62.9% year on year For more Reporting Season coverage, please visit https://www.commsec.com.au/reportingseason Show More

reporting season apa group ASX:APA