ASX:BGA

The case for small caps in today’s market

Ben Griffiths

Among the enduring memories of my time as an analyst at Mercantile Mutual Investment Management in the early 1990’s was the importance the equities team placed on active positioning in small company stocks. The firm built an enviable reputation in the space and were richly rewarded through strong fund performance... Show More

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The Muster: Agriculture & FMCG roundup

Bell Potter

In the Muster, we round up our current views on key agri and FMCG themes and stocks, this month asking whether we are at the bottom of milk powder pricing (a key driver of the dairy sector), we also discuss our increased target price for Synlait, and look at several... Show More

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The Aussie food stocks best leveraged to China

Livewire Equities

Select Equities recently published a deep dive on the ASX stocks best leveraged to surging Chinese demand for Australian products, and also the key trends in the three different routes to the Chinese market, including the all-important Daigou channel. Show More

Here's what we learned from leading CEOs this week

NAOS Asset Management

As part of the NAOS investment process, we pay particular attention to the comments made by company CEO’s and business leaders in order to gain a greater understanding of the current investment environment and key trends that may be emerging. Below are quotes from the week which in our view... Show More

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6 months of transformational change for Bega

Vince Pezzullo

A recent addition to the portfolio, Australian dairy and foods business, Bega Cheese, was the largest single contributor to performance of the portfolio for the month of June. Over the past 6 months, Bega has seen transformational change in its business through the completion of three major transactions: Show More

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CEO INSIGHTS – Week Ending 31 Mar 2017 BY NAOS Asset Management

NAOS Asset Management

“The retail space is going through changes, with emerging younger brands showing traditional outlets that it’s possible to open new stores if you do it smart” Robin McGowan, Co-founder, InStitchu Show More

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Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram

Market moved up again despite negative global sentiment to deliver fourth straight positive day. Aussie market looks to be suffering from delusions of grandeur by maintaining the positive momentum despite falls in global markets, currency, volatility index and yields. We are in the school holiday period where most will take... Show More

Four emerging themes in food & agriculture

Bell Potter

In this 64-page sector report, Bell Potter Analyst Jonathan Snape identifies four major themes emerging within the agricultural sector, and provides an overview on 17 agricultural and Fast Moving Consumer Goods (FMCG) stocks under coverage. The major themes emerging include a maturing cattle price cycle; the likelihood of a more... Show More

Bega Cheese: Time stands still

Bell Potter

Bega's (BGA) joint venture with Blackmores (Bemore) is taking time to gain traction. BGA has taken the highly unusual step of providing guidance at its AGM with FY17e EBITDA to be broadly consistent with FY16 levels, before the impairment of the Bemore JV by $5-7m. From our standpoint, we see... Show More

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