ASX:ASX

The most (and the least) profitable companies on the ASX200

Hugh Dive

In early May the major Australian banks collectively reported profits for their last six months of A$15.3 billion dollars. This resulted in some media commentary about banks being too profitable, especially as three of the banks reported in the middle of the Royal Commission into the financial services industry, which... Show More

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First Impressions from Reporting: SHL, ORG, SUN, S32, ASX and TLS

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Sonic Healthcare (SHL), Origin Energy (ORG), Suncorp (SUN), South32 (S32), ASX (ASX) and Telstra (TLS) with links through to more detailed reports. Show More

Which 4 ASX50 companies issue no bonds?

Elizabeth Moran

A total of 46 of the ASX Top 50 companies issue bonds. This isn’t surprising as they are large international companies trading in foreign markets and require multiple sources of funding (see Table 1). But a couple of things did surprise me: Show More

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See what The CEO's thought of Agriculture, Taxation and Advertising this week

NAOS Asset Management

“From early in the day, we experienced visitor numbers that far exceeded our expectations” Rocco Braeuniger, Country Manager, Amazon Australia Show More

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The Rules of Investing: Kidman, Walsh, and Wilson

Livewire Exclusive

In the third episode of Livewire’s new podcast, we break from the traditional podcast format and sit down with three different guests at this week’s Future Generation Investment Forum. First, Matthew Kidman from Centennial Funds (and host of Buy Hold Sell) discusses some current risks in the market, two areas... Show More

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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

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ASX Full Year Result: A lift in volatility helps boost ASX Limited’s bottom line

CommSec

ASX Limited (ASX) the operator of Australia's primary national securities exchanges reported FY17 numbers today. Underlying earnings for the year were slightly higher, boosted by greater trading volumes on the back of a lift in volatility and strong futures trading volumes. The ASX marked the 30th anniversary of its formation... Show More

earnings ASX:ASX ASX Limited Juliana Roadley

First Impressions from Reporting

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including QBE Insurance (QBE), ASX (ASX), Wesfarmers (WES), Cochlear (COH), Telstra Corporation (TLS), Mirvac (MGR), Tatts Group (TTS), Treasury Wine Estates (TWE) and Adelaide Brighton (ABC) with links through to more detailed reports. Show More

ASX Half Year Result - Solid earnings partly boosted by market reaction to US Presidential Election

CommSec

Stock market operator, ASX Limited (ASX) has posted a slightly better than expected profit of $219.4m for the six months ended December 2016. The result was boosted by growth across three of its four divisions, which it partly attributed to market reaction to the US Presidential Election. Show More

ASX:ASX ASX Limited February 2017 Reporting Season Steven Daghlian

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

ASX:ASX ASX:STO Longform ASX:MPL ASX:LNK February 2017 Reporting Season

Are bond-like stocks still attractive?

Livewire Exclusive

We spoke with Sam Ferraro from Evidente in early February about a group of stocks with earnings certainty – Amcor, ASX, Brambles, Ramsay Healthcare, and Coca-Cola Amatil. Since then, all except Brambles have outperformed the ASX200. Some names have pulled back recently, but he says he’s still happy to be... Show More

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A first strike at AGL Energy

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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

ASX:ASX ASX:AGL 2016 AGM

It is certainly getting harder for companies to list on the ASX……

Niv Dagan

In effect, early stage companies with a market value of under $20 million and less than $5 million in net tangible assets will be restricted from listing on the ASX under the proposed changes to the listing rules. Show More

ASX:ASX Longform

Forager Australian Fund set to close, with plan to list on ASX

Steve Johnson

With investment performance and inflows continuing to be strong, we are approaching the point where we will close the Forager Australian Shares Fund (FASF) to new investments. We believe a sensible size limit on the strategy is $150m to $200m in total assets. It is our view that managing more... Show More

September 2016: Month ahead in meetings

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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 reports: Brambles, AMP, ASX, Sydney Airport & Origin Energy

CommSec

Brambles (BXB) posted a FY net profit of US$587.7m up 1%. The result was in line with upgraded guidance and took into account the one off impairment charge of US$38m against the value of its Oil & Gas assets, reflecting the current market conditions in the Oil & Gas sector:... Show More

ASX:AMP ASX:ASX ASX:BXB ASX:ORG ASX;SYD August 2016 Reporting Season

First Impression: ASX-ASX-FY16 result

Bell Potter

Revenue breakdown: Listings and Issuer Services up 5.0%, Trading Services up 7.7%, Equity Post Trade Services up 11.1%, Derivatives and OTC Markets up 4.7% | Net operating cash flow up 4.9% to $442.4m. Show More

ASX:ASX

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

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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

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It's a grind out there

Investors Mutual

Simon Conn, Portfolio Manager at QV Equities (ASX:QVE), provides a sober assessment of recent trading conditions in investment markets and says he expects the environment to remain challenging. “From the small number of companies that have reported to date the feedback is that the economy is a grind. Costs in... Show More