ASX:CCL

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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Sunset Strip > Trading Day Wrap From Blue Ocean 20170725

Mathan Somasundaram

Local market bounced back from yesterday’s underperformance on the back of strong commodities and AUDUSD. Banks were up on currency/yield trade while Resources were up on commodity bounce. Aussie CPI data tomorrow…high AUDUSD means outlook is for weaker inflation…unlikely to back any RBA rate hike scare story in 2017. The... Show More

4 domestic bubbles caused by incentives

Martin Conlon

“Show me the incentive and I’ll show you the outcome” ... Charlie Munger’s quip is typically insightful and relevant to many of the ructions currently facing the domestic economy, including a number of key sectors like real estate, consumer discretionary, telecommunications and energy, all of which will be examined in... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170314

Mathan Somasundaram

Local market was flat with resources holding up the rest of the market. Resources were the best performers with Metals & Mining leading the way while Utilities, IT and Property lead the way down. Central banks take center stage on Super Thursday (1) US Fed is the big show… will... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170313

Mathan Somasundaram

Local market moved down with weaker commodities and weaker yield despite solid non-farm payroll pushing March rate rise to near 100% probability. Gold was a substantial outperformer in a day when most sectors were negative…Property, Energy and Health Care were the worst performers. Volatility index in Australia reached historical lows... Show More

Coca Cola Amatil, Stockland, QUBE Holdings, Healthscope and Fairfax Media - First Impressions from Reporting.

Bell Potter

Coca Cola Amatil (CCL): Divisional highlights:Australia Beverage volumes down 2.1%. EBIT down 1.8% to $455.3m, EBIT margin up 0.3ppts to 17.1%; NZ & Fiji volumes up 9.6%. EBIT up 6.9% to $105.6, EBIT margin down 02ppts to 19.1%; Indonesia and PNG volumes up 6.2%. EBIT up 42.9% to $69.6m, EBIT... Show More