ASX:FLT

Low interest rates and the rise of the zombies

Schroders Australia

Progress in data analysis and artificial intelligence has done little to alleviate the propensity of people to gravitate towards euphoria and panic together. October saw a fair amount of euphoria give way. Commentators will invariably insert the requisite ‘catalysts’ to explain recent markets falls, aided a little by hindsight. We... Show More

Join the conversation

Weekly CEO and Business Leader Insights from Across the Market

NAOS Asset Management

"I think we're in a golden age of travel and there are two mega-trends that are driving it. One is the huge amount of growth in the middle-class all over the world with people that have more disposable income. The other is people wanting more experiences. It really means great... Show More

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 quotes from the week which in our view detail some of the most important and prominent industry trends and economic factors impacting... Show More

The fundies' view on thirty key results this August

Livewire Exclusive

If reporting season has kept you busy, you may have missed the regular commentary on notable results from Livewire's contributing managers, so we’ve pulled them all together for you here. For the fundies' view on results from Afterpay, Netwealth, Telstra, JB Hifi, REA Group, and 25 other key stocks, click... Show More

FNArena Reporting Season Monitor: Week 3

Rudi Filapek-Vandyck

Welcome to the FNArena Reporting Season Monitor for the August result season 2018. The Monitor reports ratings and consensus price target changes, along with brief summaries of the collective responses, from FNArena database brokers for each of the 300+ stocks. Week 3 is now available with coverage of 213 stocks. Show More

Flight Centre: Best of Breed

Chris Tan

We see Flight Centre as a best-of-breed player, operating in an industry with strong growth fundamentals. The business continues to diversify and evolve as it enters new geographies and segments of the travel industry value chain. Here we look at our key takeaways from yesterday’s results, and one big thing... Show More