Buy Hold Sell: 4 big industrials

Buy Hold Sell

The East Coast infrastructure boom is in full flow, with a big pipeline of projects scheduled for the coming years. This is having a flow on effect, and other areas of the market are benefiting directly and indirectly from the theme. The question now is whether it is all priced... Show More


3 Aussie stocks in our sights

Stuart Welch

I recently attended the Brambles investor day in London. Prior to the investor day I scheduled some healthcare related meetings throughout Europe, including attending the International Plasma Protein Congress in Budapest. The healthcare meetings were with various industry participants including the offshore operations of Australian listed healthcare companies, their... Show More

ASX:BXB ASX:COH ASX:CSL australian healthcare

Who wins if the AUD falls?

Livewire Exclusive

Traditionally, yields on Australian government bonds have been higher than their US counterparts. In fact, the last time US bonds traded at a premium was nearly 20 years ago. That changed recently as a booming US economy and lacklustre Australian economy conspired to drive the differential below zero again. Show More

9 Champion Stocks

Peter Quinton

These 9 Champion Stocks all have a long-term positive thematic, which should drive superior earnings growth and shareholder value over the coming years, notwithstanding inevitable disruptions in the economic and investment environment as well as some corporate stumbles from time to time. Show More

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What Mattered Today; Woodside gets whacked...

James Gerrish

Reporting dominated the market today with some reasonably big ranges for those companies out with results. Overall the market was weak on open, largely a result of selling amongst the resource plays while the banks bucked their recent trend and provided good support – the mkt rallying well from the... Show More


First Impressions from Reporting: BXB, SEK, GWA and DHG

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Brambles (BXB), Seek (SEK), GWA Group (GWA) and Domain Holdings Australia (DHG) with links through to more detailed reports. Show More

ASX:BXB ASX:GWA ASX:SEK ASX:DHG february 2018 reporting season

Which 4 ASX50 companies issue no bonds?

Elizabeth Moran

A total of 46 of the ASX Top 50 companies issue bonds. This isn’t surprising as they are large international companies trading in foreign markets and require multiple sources of funding (see Table 1). But a couple of things did surprise me: Show More


Where to find opportunities in large companies

Clime Asset Management

There is so much confusion about the stocks in the ASX’s large-caps index, the ASX 50. Some investors see them as ‘blue-chips’ by virtue of their size and longevity, and thus see them as long-term portfolio holds. Others think the ASX 50 is largely useless: a motley, concentrated index of... Show More

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First impressions from reporting: FMG, GMG, BXB

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including GMG Group (GMG), Fortescue Metals (FMG) and Brambles (BXB), with links through to more detailed reports. Show More


A quality stock for a rising AUD

Chris Stott

Currency is one consideration among many factors, including the quality of the management, industry position and earnings per share, which we assess when evaluating a company as an investment proposition. In this wire, we look at some areas to avoid, and one stock in particular that offers good exposure, should... Show More


Winners and losers from a strong Aussie dollar

Livewire Exclusive

While consensus had a strong case for the Australian dollar to fall in 2017, it has climbed 10% so far this year, and almost touched 80c. With the market wrong-footed on this key issue, Livewire asked a panel of contributors what a strong Australian dollar means for investors. Show More


3 stocks in the firing line

James Gerrish

As we consider different areas to allocate funds into the current market weakness potential tax loss selling should definitely be considered as June slowly evolves. The ASX200 is up almost 6% for the calendar year hence there will not be the number of candidates which would typically be available in... Show More

5 top wires last month

Alex Cowie

In case reporting season kept you busy, we've summarised five top wires in February for you. Peter Quinton’s top ten picks for 2017, our fund manager earnings results review, and Buy Hold Sell with ‘Quality stocks on sale’ all deliver useful stock ideas. On big picture thinking, we bring you... Show More

Reporting season's best and worst

Hugh Dive

This week saw the end of reporting season for 180 of the ASX200 companies and around 2,000 of the companies listed on the ASX. Over the past month these companies revealed their profit results for the last six months and provided guidance as to how they expect their businesses to... Show More

Buy Hold Sell: Quality stocks on sale

Buy Hold Sell

Holding high-growth names has been a painful exercise in recent months. Valuations in a number of quality companies have come under intense pressure due to a range of factors including: 1) increased competition, 2) structural shifts in industries, and 3) a simple case of sectors de-rating as investor sentiment swings.... Show More


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Brambles is still not cheap despite the fall

Nicholas Forsyth

Yesterday BXB fell -9.9% after reporting earnings which were basically in-line with recently downgraded guidance but the future looks uncertain, and this is clearly where the market focused. Outgoing Brambles chief executive Tom Gorman said the result was disappointing with most of the problems focused around its US business where... Show More

brambles ASX:BXB February 2017 Reporting Season

Sunset Strip > Australian Market Trading Day Wrap

Mathan Somasundaram

Local market bounced off the lows from the morning selloff to halve the losses. Result update selloff in BXB and WOR drove industrials and energy sector as the worst performers on a day the market lacked any sentiment. CSV delivered another downgrade and it keeps the IT sector in higher... Show More

Brambles Half Year Result - BXB concerns over pallet demand still in focus


Pallet and supply chain company Brambles Limited (BXB) reported a 1% rise in underlying profit after tax for the first half of 2017. Back on January 23, Brambles updated the market on its expected trading outcomes and a large write-down from its Hoover Ferguson joint venture. So today’s numbers were... Show More

brambles ASX:BXB Juliana Roadley February 2017 Reporting Season

Brambles, Worleyparsons, GWA Group - First Impressions from reporting

Bell Potter

Brambles (BXB): Divisional EBIT: Pallets Americas down 9% to US$186.6m; Pallets EMEA: Down 2% to US$171m; Pallets Asia Pacific: Up 9% to US$35.1m; Containers: Up 47% to US$20.3m; RPCs: Up 31% to US$76.5m. | Net operating cash flow down 8.4% to US$582.3m. | Outlook: New guidance sees constant FX sales... Show More

ASX:BXB ASX:GWA ASX:WOR Longform February 2017 Reporting Season

Stock Watch - Woolworths & Brambles earnings preview


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