ASX:AZJ

See what The CEO's thought of the Domestic Economy, Chinese Manufacturing and Agriculture this week

NAOS Asset Management

“The Melbourne, Sydney and Brisbane economies are performing very strongly, driven a lot on the back of the infrastructure spend and now the pickup in sentiment. The pipeline of infrastructure projects continues to build” Scott Charlton, CEO, Transurban Show More

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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Livewire Reporting Roundup

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

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Feb 2017 Reporting Season Calendar

Bell Potter

The Bell Potter reporting calendar covers 210 companies for the February period, as well as several in March, and highlights reporting dates, period reported, NPAT (consensus and Bell Potter estimates) and our analyst recommendation for the stock. The pace is increasing, with 16 reporting on Monday and Tuesday alone. Livewire... Show More

Alarm Bells Ringing – How to navigate a results season punctuated by profit warnings

Marcus Padley

OzForex (OFX) and GBST (GBT) have both had profit warnings - both are down 19% in a day. Aconex (ACX) fell 45% in a day on a profit warning earlier the same week. It is a $1.1bn stock (was $2bn). The alarm bells are ringing. In the same week, we... Show More

Aurizon looks set to achieve longer-term targets

Andrew Stanley

Following a pull-back in the share price, we added Aurizon (ASX:AZJ) to the portfolio. AZJ has two key divisions: above-rail and below-rail assets. The above-rail assets are focused on coal haulage for key miners with long-dated take or pay contracts to move thermal and metallurgical coal from mines to port.... Show More

Stocks and strategies for a stormy market

Livewire Exclusive

In a recent note the research team at Morgans outlined why they believe a cautious approach is warranted in the current reporting period. The broker highlighted four factors that suggest risks are likely skewed to the downside. These are 1) Factset consensus forecasts that show robust industrial earnings have been... Show More

Daily AGM Note 12 November 2015 - a first strike at Zeus Resources

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A big day for All the Majors AGMs and while the ASX 100 AGMs appear to be fine, some smaller AGM results are interesting - Comet Resources Limited, Rubicor Group, Regis Resources, Novogen and Emerchants Limited. Emerchants vote of interest is on the ASX Listing Rule 7.1A resolution for an... Show More

Week ahead in AGMs: 9-13 November 2015

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This is the first of the three big AGM weeks. AGMs next week include Recall Holdings, Asciano, Bendigo and Adelaide Bank, Aurizon Holdings, Ramsay Health Care, Wesfarmers, Mirvac, Lend Lease. Details on these AGMs and more in the Week Ahead in AGMs note for next week https://subscriber.theexecutiveremunerationreporter.com.au/archives/13276 Show More