asx:bwx

Four hot roll-ups we are avoiding

Avoca Investment Management
Avoca Investment Management A Bennelong boutique

Everyone loves a roll-up: Buy assets on a lower multiple to the one that you currently trade on and grow EPS. It’s as simple as that. Often the strategy doesn’t even require synergies to make it work. It can work whether or not the underlying market is exhibiting growth. If... Show More

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Sunset Strip > Trading Day Wrap From Blue Ocean 20170704

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market ran on positive China and US data before short covering pushed it to the best one day performance since Nov 2016 before RBA watered it down. Banks were up on global bank sentiment while Resources were up on China and Oil data. Retail data helped to push short... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170703

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market ran into a brick wall after lunch despite solid China data. China Caxin Manufacturing data was better than expected and in expansion territory…good for commodities who had another good night. Bond yield proxies and currency proxies were under pressure from the start while banks joined the slide after... Show More

Livewire readers' Top 20 stock calls

Alex Cowie
Alex Cowie Livewire Markets

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 Wrap From Blue Ocean 20170512

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

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

China Research Trip: How are the China consumer stocks travelling?

Andrew Mitchell
Andrew Mitchell Ophir Asset Management

2017 has already has been a stellar year for Chinese equities, with the MSCI China Index now +14.5% since January 1st, ranking it as one of the best starts to a calendar year for any world equity index since the GFC. The strength in a number of the China consumer... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170405

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market jumped higher at the open on better commodities before weak AUDUSD weighed on the banks to pull it negative…but the US futures turning positive in the afternoon dragged our banks and the market back to positive territory. Miners and Energy were the best performers while Telcos and Staples... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170321

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market closed slightly lower as resources weighed on the market struggling with low sentiment. Market was dragged into the negative territory by Miners, Property Trusts and TLS. US Fed speeches later this week…including one from Yellen…will be looked upon to set the tone for global markets…but likely to deliver... Show More

Sunset Strip > Australian Market Trading Day Wrap from Blue Ocean Equities

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market was aimless and drifted lower as global markets digest US Fed’s “fairly soon” rate rise outlook while local reporting season hits top gear. Local market reaction to results are running into short covering. Investors are shooting first and then asking questions later. ABC for one was down early... Show More

Sunset Strip > Australian Market Trading Day Wrap

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market bounced back from early losses on negative sentiment and CBA trading ex div to finish in the positive. The result updates continued to fall into three main camps…(1) Solid result surprise driving upgrades from relatively cheap levels like WTC and MMS (2) Meeting expectations and driving short covering... Show More

BWX Ltd (BWX): Number 1 player in Pharmacy Skincare yet growth is still accelerating

Bell Potter
Bell Potter Stockbroker

All about Sukin – Domestic and International growth strong: The BWX interim result (NPAT up 30% to $8.2m vs BP estimate of $8.5m) served to highlight the investment appeal of the stock based on the following key factors: 1) Sukin Domestic still appears to have plenty of growth left in... Show More

Livewire Reporting Roundup

Livewire Exclusive

The Livewire Reporting Roundup is a new and exclusive weekly series carefully crafted to bring Livewire readers the best exclusive insights and investor resources throughout reporting season. We’ve invited 7 professional stock pickers to nominate their standout company results from the past week with responses from Regal Funds, K2 Asset... Show More

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BWX gives the market a wake-up call

Julian Babarczy
Julian Babarczy Regal Funds Management

One standout result this week was from Australian natural body, hair and skincare branded product developer BWX Ltd (which owns the well-known Sukin brand), which reported a Net Profit After Tax (NPAT) increase of 30%. This was an excellent result from the Company, which has been plagued with poor investor... Show More

Feb 2017 Reporting Season Calendar

Bell Potter
Bell Potter Stockbroker

Our reporting calendar covers 210 companies for the February period, as well as several in March, and highlights reporting dates, period reported, NPAT (consensus and Bell Potter estimates) and our analyst recommendation for the stock. The pace is increasing, with 6 reporting tomorrow (AVJennings, BWP, Carsales, Paragon, Rio Tinto), and... Show More

Executive Series - BWX Ltd (BWX) CEO & Managing Director, John Humble

CommSec
CommSec Online Stockbroker

Tom Piotrowski speaks with BWX Ltd (BWX) CEO & Managing Director, John Humble about the plans to grow distribution of its Sukin brand to the UK and Europe, as well as its strategy for boosting sales in China https://youtu.be/4I5sGLvtyJA To view more Executive Series interviews, visit: https://www.commsec.com.au/market-news/executive-series.html Show More

Two hot thematics we’re avoiding

Livewire Exclusive

Chris Stott, Chief Investment Officer at Wilson Asset Management, thinks the Australian market is fairly priced at its current PE of around 15-16 times - slightly above the long-term average. With rate hikes due in the US opening the possibility of a short-term correction, plus the expectation of further rate... Show More

Three stocks poised to be the next Blackmores

Wilson Asset Management

While the Australian bourse has continued to sink lower, ASX-listed companies with exposure to the Chinese consumer have seen their share prices skyrocket as their earnings are boosted by sales to China. Blackmores and Bellamy's are two significant beneficiaries of the popularity of Australian-made wares. Their share prices have surged,... Show More