ASX:BSA

Sunset Strip > Trading Day Wrap From Blue Ocean 20170828

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market fell on the open and then traded sideways with weak global sentiment. The commodities remain strong on the back of China optimism…Shanghai index delivered another new high since 2015. Iron Ore continues to baffle analyst by moving higher while the Texas natural disaster playing into Oil optimism. Jackson... Show More

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Sunset Strip > Trading Day Wrap From Blue Ocean 20170620

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market finished negative with Asian markets as the bank ratings downgrade hit home despite positive US markets. The best performing sectors were Retail, Information Technology and Materials while the worst performers were Gold, Property Trusts and Energy. AUDUSD fell below 76 cents on bank downgrade but weaker USD has... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170418

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market ran into a brick wall with profit taking in almost every sector as global investors jumped out ahead of currency devaluation as commodities continue to fall. Substantial number of large caps had big lines crossed after the close…always a good sign that there are big global portfolio transitions... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170413

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market fell from the start and stayed down as commodities slide started to weigh on markets. Yen trade continues to hammer the Japanese markets…but the global investor flow out of Japan to Aussie banks are beginning to slow down. It is the last day of trading before we go... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170412

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market was started positive before falling and then making a decent recovery on average China inflation data to finish mainly flat. Tomorrow is the last day of trading before we go into a four-day long weekend…not sure investors want to leave global markets open to US/Russia/Syria/China/North Korea for that... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170320

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market closed lower as market worry on global trade kicked in after G20 did not back free trade. US Fed speeches later this week will be looked upon to set the tone for global markets…Yellen speaking as well. US leadership clears the way for trade tariffs at G20 while... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170307

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market fell on the open before recovering to finish positive again as US government passed health care changes and RBA confirmed that they are caught between a bubble and reflation. Utilities, Staples, IT and Health Care moved the market higher with support from Financials while Resources were main underperformers... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170301

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market recovered some losses from morning selloff despite US presidential speech delivering very little detail to the slogans. Resources and Consumer Discretionary drove the market down while Utilities and Financials delivered some support. New month and more question than answers on US fiscal outlook. The speech that was supposed... Show More

Sunset Strip > Australian Market Trading Day Wrap

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Afternoon report with the Australian market aimless as the US was shut for President's Day: Show More

Introducing the Australian Focus List

Canaccord Genuity
Canaccord Genuity Stockbroker

The Australian Focus List contains our top-15 stock picks across a diverse group of sectors. This quarterly report provides a one-page summary of each pick and includes our investment recommendation, potential catalysts, and bull/base/bear target price scenarios. One of those picks is SpeedCast International (ASX: SDA). SpeedCast has experienced rapid... Show More

Metanomski: There are only a few places to find value in this market

Livewire Equities

The AFR released an interesting interview with Eric Metanomski – a well respected value investor and “master of the market.” On the question of finding value in today’s market Metanomski says “There are very few places to find ides. We're finding value in one-off situations the market is undervaluing. Recently... Show More

value investing ASX:BBG ASX:WOW eric metanomski ASX:BSA