ASX:API

Sunset Strip > Trading Day Wrap From Blue Ocean 20170828

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market fell on the open and then traded sideways with weak global sentiment. The commodities remain strong on the back of China optimism…Shanghai index delivered another new high since 2015. Iron Ore continues to baffle analyst by moving higher while the Texas natural disaster playing into Oil optimism. Jackson... Show More

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Sunset Strip > Trading Day Wrap From Blue Ocean 20170814

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market had a relief rally as the “War of Tweets” between US and North Korea started to settle down. The weaker than expected US inflation outlook pushed down USD and pushed up AUDUSD. China data showed that we may be closer to the top in the recent commodity run... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170811

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market was smacked down from the open on geopolitical risk…even the slight recovery after the morning fall withered away in the afternoon. DOW down over 200 and NASDAQ was snapped 2%. Safe haven investing was in play as bonds and gold bounced while equities were on the chopping block.... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170807

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market bounced back after 3 consecutive negative days on the back of solid US non farm payrolls and better commodities. The last time market had 4 consecutive negative days was in early May…and our market has been going sideways since then. Local market and currency got a slight boost... Show More

Here's what we learned from leading CEOs this week

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC, ASX: NSC

“The smaller players saw NBN as an opportunity because they didn’t have the ability to build the infrastructure. But when the commercial model was announced they realised that the commercial model didn’t work for them and the usage-based charging is contrary to the market dynamics we see in mobile and... Show More

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Sunset Strip > Trading Day Wrap From Blue Ocean 20170629

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market had another cracker day on the back of better commodities and higher rates outlook. Commodities had another good night with Iron Ore leading the charge…Iron Ore up nearly 10% in two days. US dollar continues to fall after another Health Care fail supporting IMF call to downgrade US... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170605

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market was smacked down on the open and then stayed down with US growth and geopolitical risks. The morning trade looked like a global transition portfolio that hit all the main sectors before some recovery through the day with Banks leading the negative sentiment after BEN’s update. Local market... Show More

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Sunset Strip > Trading Day Wrap From Blue Ocean 20170529

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market ran into some pain as market sentiment was low as major markets are closed tonight. US, UK and China were closed. Market Outlook likely to remain volatile in the short term with macro risks while medium to long term view remains positive. Given the recent US retail/housing weaker... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170526

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market was smacked down on the open before making a slight recover…market reducing exposure before US goes into a long weekend…Memorial Day on Monday. The best performers were Gold, Property and Utilities while Energy, Miners and IT were the worst performers...safe-haven trading was in play…bond yields fell as well.... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170522

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market jumped up on the global optimism and then faded slightly through the day. The best performers were Energy, Metals & Mining and Gold while Health Care, Staples and Retail were the worst performers. Since the start of Q2, we have had every trading Monday as a positive day... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170511

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market jumped up on strong oil price and then ran out of puff as stretched valuation and weak commodities weighed on weak sentiment. The best performers were Health Care, Staples and Gold while Telcos, Utilities and Discretionary Retail were the worst. Budget confirmed that the only option is infrastructure... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170501

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market made started positive on global investors pushing up the banks before pullback as local investors took profit. After that all the open Asian markets recovered on the US congress deal to fund the US Government till September!!! Utilities, Industrials and Staples were the outperformers while Resources were the... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170424

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market popped on the open with French election result before sliding to close a slight positive day. The French elections goes to stage 2 as both major parties miss out…Le Pen faces Macron in final round of French presidential election…market remains positive that EU will survive on the back... Show More

CEO INSIGHTS – Week Ending 21 April 2017 by NAOS Asset Management

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC, ASX: NSC

“Everyone’s looking at Telstra’s share price but I think the real story is how this [TPG’s entry into the mobile market] will affect Vodafone” Damian Kay, CEO, Inabox Show More

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Sunset Strip > Trading Day Wrap From Blue Ocean 20170410

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market opened positively and even managed to move slightly higher despite weak Iron Ore, weak AUDUSD and weak US markets after big non-farm payroll miss…and then we see another round of big portfolio transition move after the close in several large caps…same thing happened recently…..big days finish with big... Show More

Sunset Strip > Australian Market Trading Day Wrap

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Afternoon market report with the Australian market running out of steam into the weekend: Show More

January 2017: Month ahead in meetings

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Kym Sheehan The Executive Remuneration Reporter

First business day back and already the meetings are underway with Centuria Capital's security holders voting this morning to approve the conditional placement underpinning its acquisition of the 360 Capital Group's real estate platform (approved by its security holders on 30 December 2016)...and a unitholder requisitioned EGM to wind up... Show More

January 2016: The month in meetings

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Kym Sheehan The Executive Remuneration Reporter

This month features four scheme meetings (Drillsearch, iProperty, M2 Communications and NAB), two AGMS (Orica and Australian Pharmaceutical Industries) and a Board Spill meeting at Samson Oil and Gas. I take a brief look at three of the four scheme meetings and the other meetings in this note. https://subscriber.theexecutiveremunerationreporter.com.au/archives/14257 Show More