ASX:BSL

Australian Results Season: Resurrection or Crucifixion?

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

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Business insights across the market

NAOS Asset Management

CEO’s and business leaders' comments can provide valuable insights and provide a greater understanding of the current investment environment and key trends that may be emerging. Below are 22 quotes from the week which in our view detail some of the most important and prominent industry trends and economic factors... Show More

Bad and Fake Buy-backs

Hugh Dive

Earlier this month casino operator Crown Resorts announced a buy-back of up to 4.2% of its outstanding shares, which builds on the $500 million of stock the company had already bought back over the past 12 months. Despite this prima facie positive announcement Crown has fallen 9% in August as... Show More

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Sunset Strip > Trading Day Wrap From Blue Ocean 20170822

Mathan Somasundaram

Local market climbed back higher gradually on the back of strong metal prices. Local market still struck in the narrow trading range since May. US market and geopolitics remain the macro overhang while reporting season is driving substantial volatility. Growth stories missing guidance or weak outlook statement are facing 15-20%... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170821

Mathan Somasundaram

Local market fell on global sentiment despite bounce in Iron Ore and Oil. US market heads the negative catalyst list. US market risk remains key for local market…(1) VIX looks to break above post election high (2) Russell 2000 (i.e. US domestic facing) has pulled back below 200 day MA... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170807

Mathan Somasundaram

Local market bounced back after 3 consecutive negative days on the back of solid US non farm payrolls and better commodities. The last time market had 4 consecutive negative days was in early May…and our market has been going sideways since then. Local market and currency got a slight boost... Show More

Profit warnings and profit upgrades in 2017

Richard Coppleson

Of the profit warnings this year, 81% of them have been "downgrades". I have found some really interesting observations that I’ll mention through this note that are worth being aware of, before then discussing the main 15 "Positive" Profit Warnings in 2017. Show More

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Half Year Report Card for Australian Equities

Hugh Dive

The last six months have been stressful for Australian equity investors, despite the calm suggested by the ASX200 delivering a total return of +3.2% (capital appreciation plus dividends). December’s Santa Claus rally/Trump reflation tradewent a bit sour in January, similar to the feeling given by excessive consumption of four litre... Show More

Livewire readers' Top 20 stock calls

Alex Cowie

It’s time to observe the halfway-mark for Livewire readers’ 2017 stock picks, nominated in December as part of our Outlook series. Read on to see the current top twenty, some recent contributor commentary on them, and the spreadsheet for the full list of 261 stocks with key metrics. Show More

Sunset Strip > Trading Day Blue Ocean Equities Market Wrap 20170505

Mathan Somasundaram

Local market continued the slide on weak commodities to deliver fourth consecutive negative day. Commodities keep falling and resource sectors continue to lead the market lower. MQG delivered a beat…was trading like it was on an upgrade cycle in recent days…but even that could not push the bank sector higher….WBC... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170413

Mathan Somasundaram

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