ASX:ASX

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

ASX, Link Administration, MediBank and Santos - First Impressions from reporting

Bell Potter

ASX: Higher levels of cash market and derivatives trading activity (stimulated in part by market reaction to the US election.) The dip in revenue from Listings business reflects the comparison with last year’s strong level of secondary capital raisings. (While the total amount of capital raised was down for the... Show More

A first strike at AGL Energy

Avatar fallback

While the poll voting results will be released later today, the proxy votes displayed during the AGM and comments from Jerry Maycock indicate a first strike will be recorded against the remuneration report, a result the Board Chair described as 'disappointing'. The Daily AGM Note for Wednesday 29 September 2016... Show More

September 2016: Month ahead in meetings

Avatar fallback

Spring means the main 2016 AGM season is upon us although the AGM season really kicks in next month. This month's note https://subscriber.theexecutiveremunerationreporter.com.au/archives/15623 takes a brief look at the AGMs for Suncorp Group, AGL Energy and ASX. Given the fewer AGMs, I also look at unit holder requisitioned meetings to... Show More

Earnings certainty is worth the price

Sam Ferraro

For risk averse stock investors, I continue to prefer listed infrastructure stocks that offer earnings certainty and positive surprises to dividends, despite stretched valuations. Other stocks that rank strongly based on Evidente’s systematic model of earnings certainty include: Amcor, Auckland International Airport, Ramsay Healthcare, Brambles, Coca-Cola Amatil and ASX. Show More

ASX half-year results announcement

Avatar fallback

ASX released its half year results today...but the area that caught my eye is slide 15 in the presentation pack outlining the opportunities for ASX from distributed ledger technology for post-trade innovation. On the issuer/listed company side, ASX notes electronic AGMS, streamlined/automated corporate actions and improved shareholder analytics. On the... Show More

Join the conversation