ASX:CPU

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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First Impressions from Reporting: IAG, DMP, CPU, CSL, WPL, DXS and GMG

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Insurance Australia Group (IAG), Domino’s Pizza Enterprises (DMP), Computershare (CPU), CSL (CSL), Woodside Petroleum (WPL), Dexus Property Group (DXS) and Goodman Group (GMG) with links through to more detailed reports. 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

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Stockland (SGP), CSL (CSL), Woodside Petroleum (WPL), Computershare (CPU), Origin Energy (ORG), Seek (SEK), Dexus Property Group (DXS), Sonic Healthcare (SHL), Iluka Resources (ILU) and Westfield Corp (WFD) with links through to... Show More

CPU: a decade of headwinds now turning to tailwinds

Matthew Haupt

On Thursday, share registry Computershare (ASX: CPU) held an investor day in Melbourne, which Portfolio Manager Matthew Haupt and Senior Equity Analyst John Ayoub attended. The company reaffirmed FY17 earnings per share (EPS) guidance of US 56-58 cents, up 1.7-5.3% on the previous corresponding period. We believe in the ability... Show More

10 key themes and 29 ways to play them

Morgans Financial Limited

Equity markets remain at the mercy of abnormal macroeconomic conditions such as unconventional central bank interest rate settings and heightened political uncertainty. Making bold portfolio decisions amid such uncertain conditions is a difficult and potentially hazardous exercise; hence our cautious Asset Allocation settings. Despite these challenges, we think that enduring... Show More