ASX:GBT

Value remains in GBST despite the rally

Jack Collopy

GBST (ASX:GBT) is an Australian based fintech company with two main businesses across securities trade clearing and Platform technology solutions. The business has faced a number of issues over the past 18 months, most recently announcing a significant cost blowout in relation to a R&D project on its Platform technology... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170822

Mathan Somasundaram

Local market climbed back higher gradually on the back of strong metal prices. Local market still struck in the narrow trading range since May. US market and geopolitics remain the macro overhang while reporting season is driving substantial volatility. Growth stories missing guidance or weak outlook statement are facing 15-20%... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170821

Mathan Somasundaram

Local market fell on global sentiment despite bounce in Iron Ore and Oil. US market heads the negative catalyst list. US market risk remains key for local market…(1) VIX looks to break above post election high (2) Russell 2000 (i.e. US domestic facing) has pulled back below 200 day MA... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170727

Mathan Somasundaram

Local market flip flopped to deliver a slight positive day despite big bounce in AUDUSD/commodities and a fall in bond yields. July count sits at 10 up days and 9 down days…we have had the first 3 consecutive positive days in July. Expect a run to finish July in positive... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170602

Mathan Somasundaram

Local market ran up on strong US data at the open then traded sideways for the second half of the day. Market flipped on recent trading trends and bought into both major sectors…banks and miners did well today. The best performers were IT, Staples and Miners while Utilities, Gold and... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170531

Mathan Somasundaram

Local market ran up on China data before fading to a slight positive day for the end of month. Tax loss selling in May/June will add to the seasonal weakness while geopolitical risks and US fiscal delays are overshadowing global growth story. We had strong manufacturing and non-manufacturing PMI data... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170523

Mathan Somasundaram

Local market jumped up on the global optimism before fading into a negative day on the back of terror attack in UK and US budget requests. The best performers were Gold, IT and Retail while Banks, Miners and Telcos were the worst performers. Since the start of Q2, we have... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170418

Mathan Somasundaram

Local market ran into a brick wall with profit taking in almost every sector as global investors jumped out ahead of currency devaluation as commodities continue to fall. Substantial number of large caps had big lines crossed after the close…always a good sign that there are big global portfolio transitions... Show More

The Best Profit Prospect for the ASX In Years

Rudi Filapek-Vandyck

The somewhat lackadaisical market sentiment leading into the February reporting season stands in sharp contrast with the hefty profit upgrades by analysts over the past four months. Depending on whose numbers we take as guidance, average profit growth (EPS) for the Australian share market this financial year increased over that... Show More

Alarm Bells Ringing – How to navigate a results season punctuated by profit warnings

Marcus Padley

OzForex (OFX) and GBST (GBT) have both had profit warnings - both are down 19% in a day. Aconex (ACX) fell 45% in a day on a profit warning earlier the same week. It is a $1.1bn stock (was $2bn). The alarm bells are ringing. In the same week, we... Show More

Livewire readers’ ten favourite wires

Alex Cowie

This report bundles your 10 favourite wires from the 340 published by our contributors in October, with wires on LICs, tech, telco, property, and quality smallcaps featuring strongly. The stock-picking skills of Livewire readers were also on display with an 18% gain year-to-date for stocks tipped at the start of... Show More

Nine small to mid cap stocks to buy in October

Morgans Financial Limited

The constant swirl of macro noise will likely lead to more market gyrations over the next few months. Despite the overall sense of cautiousness, any severe swings will be trading opportunities for companies with sound fundamentals in an otherwise subdued economic backdrop. The pace of earnings growth across the market... Show More

Buy Hold Sell – Tech & Telco

Buy Hold Sell

Economic data continues to show a sluggish growth outlook for the Australian economy. Technology & Telecommunications, however, are two sectors that have been able to grow despite this challenging environment. In this episode of Buy Hold Sell Matthew Kidman from Centennial Funds hosts Ben Rundle from NAOS Asset Management and... Show More