ASX:BLD

Resurrection or Crucifixion: Themes for the Australian Results Season

Marcus Padley

Here is the ASX 200 results calendar - the results season is still a couple of weeks away. As usual, it is a best endeavours calendar, some companies simply don’t set a reliable date. The big companies generally do. Show More

Join the conversation

3 stocks we don't like for the second half

James Gerrish

Even after its aggressive 2-year decline Domino’s (DMP) is still trading on a relatively expensive 30.6x valuation based on 2018 earnings while yielding just over 2% part franked. Show More

ASX:BLD ASX:CSR ASX:DMP ASX:SEK

The next twelve months for investors

Alex Cowie

What does the new financial year hold for investors? We asked a panel of nine respected managers from across the markets for the 5 key issues for FY19. Read on for the key points of their analysis on LICs, small caps, big caps, income, fixed interest, growth, global, Asia, and... Show More

Join the conversation

Blame it on the rain

Anthony Aboud

During the late 1980’s a German pop band named Milli Vanilli became an overnight sensation. Their success was driven by the release of the album Girl You Know It’s True in 1989, which included several top-five hits and resulted in them winning the 1990 Grammy Award for Best New Artist.... Show More

ASX:BLD ASX:JBH ASX:MYR ASX:VRL ASX:EXP

Join the conversation

5 key considerations for FY19

Hugh Dive

At the start of every year, most fund managers will sit down and try to identify the key considerations or issues that their portfolio will likely face over the coming twelve months. Below are what Atlas see as the five key considerations for equity investors for the 2019 financial year. Show More

ASX:AMP ASX:BLD ASX:IFL ASX:MGR asx:cgc ASX:RWC FY19 OUTLOOK

Two beneficiaries of the $24bn infrastructure pipeline

Marcus Bogdan

Public infrastructure spending in Australia has a positive outlook for the medium-long term, with government announcements and global trends indicating that large public infrastructure companies will have a multitude of projects in the pipeline. Two of these beneficiaries are ASX-listed companies Boral (BLD) and Adelaide Brighton Cement (ABC). Show More

ASX:ABC ASX:BLD

Business Insights Across the Market

NAOS Asset Management

“The shipping industry, at some point down the track, will be required to address greenhouse gas emissions” Angela Gillham, CEO, Maritime Industry Australia Show More

L1: The sector we’re most excited about

Livewire Exclusive

Over the next three years, infrastructure spending in Australia is set to rise from $6 billion per year to $16 billion per year. Mark Landau, Joint Managing Director and Chief Investment Officer at L1 Capital, explains that they’ve got excellent visibility on spending “out to 2020 and beyond” due to... Show More

ASX:BLD ASX:CIM L1 Capital ASX:LSF

FNArena Reporting Season Monitor: Week 2 - February 2018

Rudi Filapek-Vandyck

Welcome to the FNArena Reporting Season Monitor for the February result season 2018. The Monitor reports ratings and consensus price target changes, along with brief summaries of the collective responses, from FNArena database brokers for each of the 300+ stocks. Week 2 is now available below with 85 stocks now... Show More

The best investing strategy now normal volatility has resumed

Clime Asset Management

Volatility is the value investor’s best friend and weeks like last week are welcome opportunities, not reasons to panic. For so long quality companies with growth traded above the prices we wanted to pay but last week’s indiscriminate selling knocked their prices down to levels sufficiently below valuations for us... Show More

Buy Hold Sell: Riding the infrastructure boom

Buy Hold Sell

With numerous infrastructure projects now ramping up at the same time, the well-flagged East Coast infrastructure boom is very much on. By next year, the total spend is forecast to be $16 billion, double what it was last year. There will be obvious winners from this, but what about some... Show More

buy hold sell ASX:BLD ASX:EHL ASX:NXT ASX:WGN ASX:BRI

First Impressions from Reporting: Challenger, GPT Group, Transurban, Boral and Cochlear

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Challenger (CGF), GPT Group (GPT), Transurban Group (TCL), Boral (BLD) and Cochlear (COH) with links through to more detailed reports. Show More

ASX:BLD ASX:CGF ASX:COH ASX:GPT ASX:TCL february 2018 reporting season

Australia’s infrastructure boom is coming

Patrick Poke

As the housing construction boom comes to an end, the obvious question for investors is ‘where next?’ One potential opportunity lies in transport infrastructure construction, which is poised to double over the next few years. Between roads and rail, annual spend is expected to increase to $16B by 2020. Show More

Join the conversation

See what The CEO's thought of Social Media, Streaming & Fintech this week

NAOS Asset Management

“YouTube now has over 1.5 billion users. On average, these users spend 60 minutes a day on mobile. But this growth isn't just happening on desktop and mobile. YouTube now gets over 100 million hours of watch time in the living room every day, and that's up 70% in the... Show More

Boral Limited (ASX: BLD)

Leyland Private Asset Management

Boral Limited is a multinational company dealing in building and construction materials. Founded in Australia, it also has extensive operations in the United States and Asia. Boral has a diverse area of operations within the building industry, including asphalt, road line marking, concrete, plasterboard, timber, windows, quarry, landfill, transport, roof... Show More

australian equities ASX:BLD

Wilson Asset Management weekly: Afterpay and Boral

Chris Stott

The S&P/ASX All Ordinaries Accumulation Index closed up 0.4% for the week. On Tuesday, National Australia Bank’s (ASX: NAB) monthly survey found business conditions reached their highest level since 2008, with business sentiment improving across most industries in August. The Westpac Melbourne Institute Index of Consumer Sentiment, released on Wednesday,... Show More

ASX:BLD ASX:QAN ASX:WAM ASX:WAX ASX:WLE ASX:CYA

Here's what we learned from leading CEOs this week

NAOS Asset Management

"I'm a brand guy and Australia is an awesome brand. One of the biggest opportunities for innovation and brand-building in the future is food. And living in Australia, you are leading this opportunity more than anybody else. You're sitting on a gold mine” Hamdi Ulukaya, Global CEO, Chobani Yoghurt Show More

First Impressions from Reporting: RHC, BLD

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Ramsay Health Care (RHC) and Boral (BLD) with links through to more detailed reports. Show More

ASX:BLD ASX:RHC August 2017 Reporting Season

5 megatrends we are investing in

Rob Tucker

We have used the megatrends framework as a template for several years, simply as a way of formulating a framework for how we start filtering down the investible universe into stocks that we ultimately focus on. We revisit this every 6-12 months to assess where the opportunities are to find... Show More

Join the conversation

Buy Hold Sell: Offshore earners under pressure

Buy Hold Sell

In this episode of Buy Hold Sell, we look at stocks that generate their earnings offshore. These earnings have been squeezed as the local currency rallied 10% against the greenback. We ask two fund managers if they think this shift presents an opportunity to pick up quality business at lower... Show More

ASX:ANN ASX:BLD ASX:JHX ASX:HSN AS:RMD