ASX:AQZ

Mark Tobin

Well, another reporting season is on us and results are starting to come in thick and fast. As investors, August and February represent the 2 months of the year when we find out does our investment thesis get proven or disproven. I have previously done a guide on how to... Show More

Mathan Somasundaram

Local market recovered from the fall at the open on the back of Chinese CPI data showing prices coming off. The market started to see the potential of the Chinese leadership to pump some cash to stimulate the economy while covering the June seasonal cash squeeze. Miners outperformed the market... Show More

Mathan Somasundaram

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

Mathan Somasundaram

Local market jumped up on the global optimism before fading into a negative day on the back of terror attack in UK and US budget requests. The best performers were Gold, IT and Retail while Banks, Miners and Telcos were the worst performers. Since the start of Q2, we have... Show More

Mathan Somasundaram

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

Mathan Somasundaram

Local market made a small recovery from yesterday’s smack down but sentiment remains weak. US market remains in the second part of “Buy the rumour, Sell the fact” trade as US fiscal policy ran into multilevel execution problems. Media articles are pointing to delays in financial deregulations, health care reform... Show More

Livewire Exclusive

The Livewire Reporting Roundup is a new and exclusive weekly series carefully crafted to bring Livewire readers the best exclusive insights and investor resources throughout reporting season. We’ve invited 7 professional stock pickers to nominate their standout company results from the past week with responses from Regal Funds, K2 Asset... Show More

Perpetual Equity Investment Company

Alliance is a leading FIFO operator in Australia, servicing remote locations for blue chip mining companies. Whilst the mining services sector continues to face structural challenges, Alliance’s reputation has enabled it to retain key contracts. Management have extensive experience in the industry and are significant shareholders in the business. They... Show More