asx:cgc

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

Does the valuation trade off for quality make sense?

Rob Tucker

Using two examples that fit into our Megatrend framework of rising Asian consumption, we highlight how we assess allocating capital to one stock in our universe that illustrates strong free cash flow versus another stock in the same sector, essentially giving the same sector exposure. Show More

ASX:SYD asx:cgc ASX:HUO

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11 very different growth opportunities

Livewire Exclusive

Greencape is able to invest right across the market, and we had the chance to ask Jonathan Koh where the fund was seeing the best medium-term growth opportunities on the ASX today. In this short exclusive, Jonathan provides a brief overview on 11 stocks straddling all sectors and sizes. Show More

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The biggest IPO of all Time

Hugh Dive

Since mid-June the oil price is up 15%, which has breathed fresh hope into beleaguered energy companies globally. The catalyst for the recovery in the oil price was the announcement that Saudi Arabia, OPEC’s largest producer, will limit oil exports coinicidentally as the Saudi's begin to start marketing what is... Show More

ASX:DLX ASX:SCP asx:cgc

Four hot roll-ups we are avoiding

Avoca Investment Management

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

asx:cgc ASX:CTD asx:bwx ASX:AMA

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Sunset Strip > Trading Day Wrap From Blue Ocean 20170411

Mathan Somasundaram

Local market opened high and then declined as the global investors took their foot off the peddle. The local market is getting pushed up by global investors taking money out of Japan and looking for somewhere to park it in Asia…due to the worry that rising Yen will hurt Japanese... Show More

Costa Group Half Year Result - CGC strong results leads to growing core produce pillars

CommSec

Costa Group Holdings (CGC) reported a positive first half 2017 result with a 35.6% lift in half year net profit (pre SGARA and abnormal items)*. Demand for Costa’s products remains positive. The key produce division growth beat market expectations as revenue increased by 9% and EBITDA-S margin improved from 9.5%... Show More

asx:cgc Juliana Roadley costa group February 2017 Reporting Season

Costa Group makes fruitful acquisition

Robert Frost

Australia's premier fruit and vegetable grower, Costa Group (ASX:CGC), announced its acquisition, in conjunction with Macquarie Agricultural Funds Management, of Queensland-based Avocado Ridge orchard and packing operations. Under the agreement, Macquarie will purchase the farms and enter into a 20-year lease with CGC to operate them. The avocado category is... Show More

Costa Group: long-term growth prospects

Robert Frost

During the quarter, we participated in the IPO of one of Australia’s leading horticultural businesses, Costa Group (CGC). Costa is a well-established integrated farming, packaging and marketing business and is the number one supplier in Australia of blueberries, raspberries, mushrooms, tomatoes and citrus (including oranges, lemons, limes and mandarins). Costa... Show More

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