See what The CEO's thought of Housing, the NBN and Banking this week

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC, ASX: NSC

“There's been a lot of noise about the housing market over the last 12 months, but all the signs are that there will be an orderly slowdown in growth rates. Growth has started to slow in New South Wales and Victoria and we expect that to continue, but we don't... Show More


When short-sellers get it wrong

Livewire Exclusive

Short-covering rallies can be quite spectacular when the short-sellers finally concede defeat. To find out which stocks the short sellers may have got wrong, we put the question to Greencape Capital, NAOS, and Market Matters. Their answers include one of most shorted stocks on the ASX. Show More

the buy side brief ASX:FLT ASX:WSA ASX:RWC

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Buy Hold Sell: 5 Household stocks

Buy Hold Sell
Buy Hold Sell Livewire

In this week’s episode of Buy Hold Sell, Catherine Allfrey from Wavestone Capital and Chad Slater from Morphic Asset Management share their view on Flight Centre, Harvey Norman, Coca-Cola Amatil, Qantas, and Treasury Wine Estates. Show More

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First Impressions from Reporting: STO, SCG, S32, OZL, MYO, FLT

Bell Potter
Bell Potter Stockbroker

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Santos (STO), Scentre Group (SCG), South32 (S32), OZ Minerals (OZL), MYOB Group (MYO) and Flight Centre (FLT) with links through to more detailed reports. Show More


What to do if your holding gets crushed this reporting season?

Livewire Exclusive

The first week of reporting season has already thrown up a few grenades with Isentia and Navitas both missing expectations. In this short video the panel discuss sectors and stocks that they like and how they handle a holding that gets crushed after missing investor expectations. Show More

Profit warnings and profit upgrades in 2017

Richard Coppleson
Richard Coppleson Bell Potter

Of the profit warnings this year, 81% of them have been "downgrades". I have found some really interesting observations that I’ll mention through this note that are worth being aware of, before then discussing the main 15 "Positive" Profit Warnings in 2017. Show More

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Flight Centre and the importance of culture

Wilson Asset Management

In recent weeks, US tech giant Uber released explosive details from an independent report into the company’s controversial and toxic culture. A four-month investigation followed claims by employees of widespread sexism, sexual harassment and bullying. Show More


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Here's what we learned from leading CEOs this week

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC, ASX: NSC

“We are not calling the economy dead. Things are recovering nicely. But it’s a case of steady as she goes” Ian Harper, Board Member, RBA Show More

ASX:FLT ASX:S32 ASX:NAC RBA interest rate decision ASX:NCC

Sunset Strip > Trading Day Wrap From Blue Ocean 20170705

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market ran into some profit taking after a big run yesterday. We continue to see miners and short covering leading the way while currency and bond proxies are seeing selling pressure. US market was closed for holiday last night and everyone should be back on board tonight…some after a... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170627

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market fell on the open before recovering to finish flat. Resources and Financials help to hold the market from profit taking in the big industrial sectors. The best performing sectors were Miners, Banks and Energy while the worst performers were Utilities, Staples and Health Care. On the sector/stock front….(1)... Show More

Flight Centre on the right flight path

Matthew Haupt
Matthew Haupt Wilson Asset Management

On Thursday, Australia’s largest travel agent Flight Centre Travel Group (ASX: FLT) presented at the Macquarie Conference. The company reaffirmed their FY17 guidance of $300m to $330m underlying profit before tax, down 7-15% on the previous corresponding period, which had been impacted by declining prices in international airfares over the... Show More


Sunset Strip > Trading Day Wrap From Blue Ocean 20170504

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market fell after starting positive and then made a slight recovery to deliver third consecutive negative day. Commodities were smacked overnight and that meant resource sector was always going to be under pressure. Banks started positive on NAB result but then faded into negative territory as market worried about... Show More

Is Flight Centre now staging a rally?

Michael Gable
Michael Gable Fairmont Equities

Flight Centre (FLT) is a stock that divides the analyst community. On the one hand, we have concerns that FLT’s problems are structural and that it will struggle to compete with the more established online agencies. On the other we have a view that pricing issues have been cyclical and... Show More


SHIELD (Sustainable High Yield) > March 2017 Update

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Market continues to chase sustainable yield in a market with growth risks. SHIELD continues to outperform the market despite a rising bond yield outlook by picking premium quality sustainable yield ideas at reasonable value. Show More

Morgans "40 under 40" Podcast - Interview with Chris Steiner, CIO - Asia @ Flight Centre

Chris Titley
Chris Titley Morgans Financial Limited

In the latest Morgans "40 under 40" podcast series, I sit down with Chris Steiner, Age 38, from Flight Centre to talk about his 15 years plus at the company as well their approach to the startup sector and their continual innovation with technology. Show More

technology flight centre travel ASX:FLT Podcast Morgans 40 Under 40

Cramming more people into the CBD is not sustainable

Martin Conlon
Martin Conlon Schroders

The role of population growth in hoodwinking the public is often ignored, and domestically, is a massively underappreciated driver. Population growth is manna from heaven for economists and politicians. They can quote GDP figures that show rising activity, even if per capita activity doesn’t move. It creates the means to... Show More

The Good, The Bad and The Ugly

James Gerrish
James Gerrish Market Matters / Shaw and Partners

As part of Livewire's exclusive reporting season coverage, each week I’ve been nominating a ‘Good’, ‘Bad’, and ‘Ugly’ result - with this week's lineup being QBE, Japara and Flight Centre respectively. On the ‘Ugly’ result, I ask whether Flight Centre’s bricks-and-mortar retailing of travel agency services is in structural decline,... Show More

ASX:FLT ASX:QBE ASX:JHC February 2017 Reporting Season

Sunset Strip > Australian Market Trading Day Wrap from Blue Ocean Equities

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market was aimless and drifted lower as global markets digest US Fed’s “fairly soon” rate rise outlook while local reporting season hits top gear. Local market reaction to results are running into short covering. Investors are shooting first and then asking questions later. ABC for one was down early... Show More

Flight Centre Half Year Result - FLT revises guidance as profits slide on heavy airfare discounting

CommSec Online Stockbroker

Australia’s largest travel agent, Flight Centre (FLT) posted a worse than expected 36% slide in its half-year profit to $74.4m. Despite record sales, the result was held back by a challenging global trading environment, with widespread airfare discounting, economic uncertainty and currency volatility impacting the group’s bottom line. Show More

earnings flight centre ASX:FLT February 2017 Reporting Season Steven Daghlian

MYOB Group, Iluka Resources, Crown Resorts and Flight Centre - First Impressions from Reporting

Bell Potter
Bell Potter Stockbroker

MYOB Group (MYO): Recurring revenue represented 95.6% as compared to 95.1% pcp | Paying SME subscribers up 7% to 585k and online subscribers up 47% to 249k | 93% cash conversion in 2H16 as compared to 95% in 1H16, Net debt lowered by $4m to representing gearing 2.2x Net... Show More

ASX:CWN ASX:FLT ASX:ILU Longform ASX:MYO February 2017 Reporting Season