ASX:FLT

The most shorted stocks on the market

Darren  Letts

Short selling involves selling a stock you don't own in the hope of benefitting from a fall in the price. Here we look at the mechanics, and challenges of it, and list the lineup and recent changes of the most shorted stocks on the ASX. We also take a brief... Show More

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Business Insights Across the Market

NAOS Asset Management

“The industry faces challenges of low credit growth, low interest rates, regulatory uncertainty, increasing consumer expectations and increased scrutiny of conduct and culture” Jon Sutton, MD, Bank of Queensland Show More

Buy Hold Sell: 5 late cycle gems

Buy Hold Sell

The current bull market has been running for nine years and with rates and inflation on the rise the cycle is getting long in the tooth. So in this environment which stocks can investors turn to? In this episode of Buy Hold Sell we look at 5 companies that have... Show More

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Buy Hold Sell: 5 late-cycle gems

Buy Hold Sell

It's late in the business cycle and it's time to go looking for stocks that could benefit as inflation picks up. Phil King of Regal Funds Management and Steven Ng from Ophir share their views on a selection of stocks with the potential to be late cycle gems. Show More

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FNArena Reporting Season Monitor: Week 3 - February 2018

Rudi Filapek-Vandyck

Welcome to the FNArena Reporting Season Monitor for the February 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 below with 216 stocks now... Show More

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What Mattered Today; The travel stocks take flight

James Gerrish

The ASX was strong in early trade today before some selling kicked in and we traded down ~20pts from the highs, however when considering that S&P Futures in the US were trading -0.32% during our afternoon, we fared well in a relative sense. A similar story played out yesterday, and... Show More

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

NAOS Asset Management

“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

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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

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Buy Hold Sell: 5 Household stocks

Buy Hold Sell

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

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

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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

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

“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

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Sunset Strip > Trading Day Wrap From Blue Ocean 20170705

Mathan Somasundaram

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

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

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

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Sunset Strip > Trading Day Wrap From Blue Ocean 20170504

Mathan Somasundaram

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

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

ASX:FLT

SHIELD (Sustainable High Yield) > March 2017 Update

Mathan Somasundaram

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