ASX:DXS

Key themes and takeaways from AREIT reporting season

Mark  Mazzarella

It was a solid reporting season for the AREIT sector. In this wire, we review the performance, pull out the key themes to emerge, and identify ten specific takeaways from the retail, office and industrial sectors. Show More

See what The CEO's thought of the Domestic Economy, Chinese Manufacturing and Agriculture this week

NAOS Asset Management

“The Melbourne, Sydney and Brisbane economies are performing very strongly, driven a lot on the back of the infrastructure spend and now the pickup in sentiment. The pipeline of infrastructure projects continues to build” Scott Charlton, CEO, Transurban Show More

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

Is it time to sell the bond proxies?

Clime Asset Management

One of the strongest and most predictable relationships in global equity markets over the last few years is that of bond yields and so-called ‘bond proxies’. As the name suggests, a bond proxy is a stock that is held in place of fixed interest securities, primarily for yield. They are... Show More

ASX:DXS ASX:SYD ASX:TCL

Here's what we learned from leading CEOs this week

NAOS Asset Management

“Amazon will have a huge effect on Woolworths and Coles. All of us in the fresh food retail business will have to be very much more focused” Cathy Harris, Chairwoman, Harris Farm Markets Show More

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Don’t get hung up on property 'headwinds'

Nicholas Sproats

We constantly hear about the headwinds facing retail property. The headwinds, the headwinds, oh the headwinds – it’s like Tim Bailey got caught on loop. Lets face it, there aren’t many businesses that aren’t operating in headwinds - it’s called competition, it’s called capitalism – and for all those pedalling... Show More

It's no surprise there's no surprise

Pat Barrett

With REITs earnings largely derived from contractual rental income, it's no surprise that the sector has delivered solid earnings growth and that there's been no earnings surprises. The general trends thus far have been further cap rate compression (massive demand for real estate), debt cost savings, further corporate efficiencies and... Show More

My Kids Can't Afford The Rent

Nicholas Sproats

There’s a residential real estate affordability problem (I’m not fond of the word ‘crisis’ because not many things really are a crisis) in this country. Affordability, no matter what the good or service, is generally due to scarcity, or to put it another way demand supply imbalance. How do you... Show More

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Dirty poker

Pat Barrett

In April 2016, I wrote about Dexus's (DXS) bid to acquire the Investa Office Fund (IOF) and how rival Cromwell (CMW) acquired a 9.8% stake in IOF (at $4.24 per share) that assisted in defeating the proposal. Fast forward to December and CMW revealed they had approached the Board of... Show More

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Daily AGM Note, Wednesday 26 October 2016

Avatar fallback

Globe International received a second strike and just avoided a Board spill at today's AGM. The Daily AGM note for today is available at this link https://subscriber.theexecutiveremunerationreporter.com.au/archives/16194 and is updated through the day as results become available. Show More

Real Estate Companies - What are they really earning?

Tim Hannon

Real estate investment trusts have performed exceptionally well this calendar year as investors rotate out of industries with earnings risk into perceived safety. Show More

ASX:DXS

Week ahead in AGMs: 26-30 October 2015

Avatar fallback

Week 3 of the AGM season and a few companies have the conditional Board Spill resolution (explained in this https://subscriber.theexecutiveremunerationreporter.com.au/archives/9306 ) on the agenda (first strike at the 2014 AGM), including McMillan Shakespeare, Newcrest Mining, UGL, Mortgage Choice, Codan Limited, Samson Oil & Gas. You can find the note at... Show More