ASX:CYB

Opportunities abound for Clydesdale Bank

Justin Braitling

Clydesdale Bank (CYBG) is a British retail bank which spun-out of the National Australia Bank in 2016. Pursuant to an announcement on May 7th, the company has proposed to acquire fellow UK challenger bank Virgin Money. At the present moment, investors don’t know whether they are buying CYBG’s “old pitch”... Show More

The Rules of Investing: Peter Cooper’s next big idea

Livewire Exclusive

This week’s guest on the podcast is Peter Cooper, founder and Chief Investment Officer of Cooper Investors, one of Australia’s leading boutique investment firms. His success is probably best conveyed by the incredible performance of the CI Brunswick fund, which he manages personally. This fund has outperformed the ASX200 Accumulation... Show More

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What mattered today

James Gerrish

The best of it was seen early on today with the market opening strong before sellers came over the top from around midday. A move of +20pts (0.33%) locally today is a weak effort given the +300pts (1.3%) we saw on the Dow overnight – still, a reasonable way to... Show More

Buy Hold Sell: Financials - old vs new

Buy Hold Sell

Financials are at a crossroads. On the one hand, banks and insurance companies are set to benefit from recovering global growth and higher interest rates. However, many financials face increasing competition from fintech disruptors, often backed by the world’s largest technology companies such as Alipay, Apple Pay, and Ant Financial. Show More

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Can banks become tech stocks?

Charlie Aitken

I recently attended the Bank of America Merrill Lynch 22nd Annual Financials CEO Conference in London. With financials being such a large weighting in global, and local, equity indices and the interest rate cycle turning up, attending this conference has given me genuine insight into the prospects for UK and... Show More

Is the dream run of Australia’s Big 4 coming to an end?

Investors Mutual

The continued success and profitability of Australian banks over the last few decades, as well as recent large capital raisings, means that Australia’s big 4 banks are now valued at over $400 billion by market capitalisation and they account for over 26% of the S&P/ASX 300 index. As a result,... Show More

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Sunset Strip > Trading Day Wrap From Blue Ocean 20170802

Mathan Somasundaram

Local market was smacked down on weaker commodities and then flip-flopped at the bottom despite solid bounce in building approval. US ADP employment data will be key tonight for sentiment while US Fed jawboning will be on full flight. RIO result out after market shows slight miss with upgraded buy... 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

Wilson, Murray and Johnson: How they’re investing today

Buy Hold Sell

Livewire recently hosted an intimate investor evening where a handful of investors had the opportunity to hear how three local fund managers are investing today. The session covers the big picture view, investing strategy and also touches on a handful of stocks that look attractive (and a few that don’t). Show More

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January 2017: Month ahead in meetings

Avatar fallback

First business day back and already the meetings are underway with Centuria Capital's security holders voting this morning to approve the conditional placement underpinning its acquisition of the 360 Capital Group's real estate platform (approved by its security holders on 30 December 2016)...and a unitholder requisitioned EGM to wind up... Show More

Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram

Market had another cracker day to deliver two consecutive days of above 1% return…last time we had that was in April. The market was on fire once again and it was mainly drive by resources with banks helping out. It is going be interesting to see the US market tonight... Show More