asx:bap

Our World Cup squad in stocks

Robert Penaloza

With the Socceroos carrying the hopes of a nation into the tournament, the Australian equities team at Aberdeen Standard Investments has selected its own dream team of locally listed stocks. Just like Australia’s coach, Bert van Marwijk, the investment team sought to combine skills and strength in its final XI... Show More

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Six small to mid cap stocks to buy in September

Andrew Tang

Despite business surveys showing signs of improvement leading into August, meaningful cyclical tailwinds failed to materialise either through the results or outlook statements. Larger-than-usual volatility around reported results and the well-publicised large-cap misses Telstra, Suncorp, Ramsay Health Care and Woolworths) were the biggest surprises from reporting season. Show More

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Morgans reporting season candidates for surprise or disappointment

Andrew Tang

FY17 reporting season kicks off in earnest mid-August and according to the latest IBES consensus earnings estimates, EPS growth for the S&P/ASX200 is forecast at 13% in FY17, slightly down from 13.6% at the end of 1H17. Pleasingly this would still mark the end of the earnings recession after two... Show More

Bapcor: presenting a good opportunity

Pengana Capital

Picking when small caps or large caps are going to outperform is no easy task. It depends on far too many variables, most of which are not predictable. As a rule, large caps generally do better when banks do better. Small caps do better when the Australian domestic economy is... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170512

Mathan Somasundaram

Local market fell from the start with weak sentiment before making a slight recovery in the back end of the day. US retail data and US CPI data will set the tone for next week…BOE was playing safe while data continues to improve in EU…China is spruiking the “Silk Road”... Show More