ASX:FXL

See what The CEO's thought of Wool Prices, Selling into China and Dairy this week

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

“Anyone in Australia who thinks they can just find a Chinese partner and have instant success in selling their products there is kidding themselves” Mark Allison, CEO, Elders Show More

Small caps for long-term outperformance

David Allingham
David Allingham Eley Griffiths Group

There will always be periods where small caps underperform, but over the long term we believe the case for small caps to structurally outperform is stronger than ever. Reasons for this include the high level of inside ownership & alignment with investors. We like the leverage smalls have to M&A... Show More

mining services ASX:EHL ASX:FXL ASX:APT

What's driving the stellar run in small caps?

Livewire Exclusive

Small caps have surged in recent months. The Emerging Companies index (XEC), which includes stocks such as HUB24, Appen, Imdex, and Updater in its top ten constituents, has gained 17% over the last six months. There are scores of stories from the small end of transformative wins, not least in... Show More

Join the conversation

Buy Hold Sell: 5 cheap stocks

Buy Hold Sell
Buy Hold Sell Livewire

Unloved with low PEs and enticing yields these are the calling cards of cheap stocks and in a market that’s running hot, true value is hard to find. In this episode of Buy Hold Sell we’ve invited two 'value-style' investors to cast their eyes over three stocks that appear cheap... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170815

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market followed the global markets higher as US/NK fake war worries subsided. US seems to have moved on…now trying to start a fake trade war with China and threatening to move against Venezuela. North Korea on the other hand has decided to postpone the test missile launch. Locally the... Show More

Reporting Season First Impressions

Bell Potter
Bell Potter Stockbroker

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Challenger (CGF), GPT Group (GPT), Domino’s Pizza Enterprises (DMP) and FlexiGroup (FXL) with links through to more detailed reports. Show More

ASX:CGF ASX:DMP ASX:FXL ASX:GPT August 2017 Reporting Season

Sunset Strip > Trading Day Wrap From Blue Ocean 20170526

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market was smacked down on the open before making a slight recover…market reducing exposure before US goes into a long weekend…Memorial Day on Monday. The best performers were Gold, Property and Utilities while Energy, Miners and IT were the worst performers...safe-haven trading was in play…bond yields fell as well.... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170502

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market fell from the start after weak ANZ market update before making a recovery in the back end of the trading day to close flat. Property, Energy and Staples were the outperformers while Gold, Banks and IT were the underperformers. RBA meeting showed inflation back into band….rising food prices... Show More

GARY (Growth At Reasonable Yield) > April 2017 Update

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

GARY identifies companies that are able to deliver growth and yield at a reasonable cost. GARY offers a middle ground when uncertain markets flip flop between growth and yield. Predominantly small cap oriented GARY underperformed over the past month as large caps on stretched multiples continued to outperform. Show More

GARY (Growth At Reasonable Yield) > March 2017 update

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

GARY identifies companies that are able to deliver growth and yield at a reasonable cost. GARY offers a middle ground when uncertain markets flip flop between growth and yield. Show More

Caltex Australia, Oil Search, Scentre Group and FlexiGroup - First Impressions from reporting

Bell Potter
Bell Potter Stockbroker

Caltex Australia (CTX): Lytton EBIT of A$205m as compared to $406m pcp-slightly ahead of pre-guidance and our estimate of A$200m) Full year sales from production increased 14% to 6.2 BL | S&M EBIT up 5.6% to A$709m ahead of guidance (A$700m)- Excluding unfavourable externalities of $29 million, Supply and Marketing... Show More

ASX:CTX ASX:FXL ASX:OSH Longform ASX:SCG February 2017 Reporting Season

GARY - Growth At Reasonable Yield | You ain't seen nothing yet

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Global markets are moving from deflation and low rates to an inflation and rate rising environment. Recovering economies will deliver growth while struggling economies will see capital outflows. The changing global dynamics will continue to push investors towards a better equilibrium between growth and yield. We see this transition driving... Show More

GARY - Growth At Reasonable Yield | Making macro risk great again

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Global markets are beginning to digest the stretched valuations, high yields and strong currency ahead of the US Fed meeting. The aggregate policy outlook from the new administration is expected to push up inflation and debt in the process of raising growth. The inflation rally since October has been running... Show More

GARY - Growth At Reasonable Yield | Making inflation great again

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Global markets are digesting the US election results while the US Fed rate hike in December hangs in the balance. The aggregate policy outlook from the new administration is expected to push up inflation and debt in the process of raising growth. Rising inflation will attract higher interest rates and... Show More

Eight key factors of successful businesses (Part 2)

UBS Asset Management
UBS Asset Management Fund Manager

Last week we began this series with a review of the first two of eight factors of successful businesses. 1) Management are owners/founders or otherwise act as if they are. 2) High returns on capital will often dispense with the need for high debt. Today we move on to Part... Show More

First Impression: FlexiGroup (FXL) FY16 Result

Bell Potter
Bell Potter Stockbroker

Group new business volume for the year was $1,350 million, up 19% on the prior year, and closing receivables were up 47% to $2,094 million | FXL is launching a new payments product, Oxipay, in Sept | Dividend per share lower from FY16 due to shares issued as part of... Show More

ASX:FXL

Flexigroup (ASX: FXL)

Leyland Private Asset Management
Leyland Private Asset Management Trusted and Confidential Asset Management Advisors

We are revisiting FXL due to the recent acquisition of Fisher and Paykel Finance (F & P) and the appointment of new CEO Symon Brewis-Watson. F&P is a non-bank provider of credit cards and retail point of sale finance in New Zealand. F&P was acquired for $A234m upfront cash payment... Show More

australian equities ASX:FXL ASX

Daily AGM Note 23 November 2015 - second strike and Board Spill resolution passed at Castle Minerals; second strike no Board Spill at Keybridge Capital

Avatar fallback
Kym Sheehan The Executive Remuneration Reporter

The Daily AGM note for Monday 23 November 2015 is available and is updated progressively through the day as results become available. Lynas Corporation's remuneration report vote was 78.76% on a poll. Healthscope's first AGM saw all resolutions pass but with nuances evident in the voting. You'll find the note... Show More

ASX:FXL ASX:LYC ASX:HSO 2015 AGM two strikes rule ASX:KBC ASX:CDT ASX:TZL ASX:GPP

Week ahead in AGMs: 23-27 November 2015

Avatar fallback
Kym Sheehan The Executive Remuneration Reporter

I release this wire last Friday but have updated it with a few more two strike AGMs. You'll find the note at this https://subscriber.theexecutiveremunerationreporter.com.au/archives/13769 Show More

Join the conversation

Week ahead in AGMs: 23-27 November 2015

Avatar fallback
Kym Sheehan The Executive Remuneration Reporter

Last of the big AGM weeks for the season and several AGMs with a contingent Board Spill resolution on the AGM agenda, including Harvey Norman Holdings and Primary Healthcare, plus a selection of smaller companies. Other AGMs of interest this week include Healthscope, Goodman Group, Qube Holdings, Bank of Queensland... Show More