ASX:GNC

Business Insights Across the Market

NAOS Asset Management

“There have been significant delays experienced by customers receiving confirmation of bank approvals, as a consequence of the recent Banking Royal Commission, resulting in commencement of construction being delayed” Tamawood Market Announcement Show More

Business insights across the market

NAOS Asset Management

"I view our robotics as extending human capability in a way that allows us more efficiency, the automation that we add really doesn't eliminate jobs, it just makes the jobs at our fulfilment centres more efficient and redirects employees to more sophisticated tasks" Tye Brady, Chief Technologist – Amazon Robotics Show More

ASX:GNC ASX:RCR ASX:WBC ASX:NAC ASX:KGN ASX:NCC ASX:KYK ASX:NSC

The Muster: Agriculture & FMCG roundup

Bell Potter

In the Muster, we round up our current views on key agri and FMCG themes and stocks, this month asking whether we are at the bottom of milk powder pricing (a key driver of the dairy sector), we also discuss our increased target price for Synlait, and look at several... Show More

ASX:GNC asx:bal ASX:BGA ASX:SHV ASX:SM1

Sunset Strip > Trading Day Wrap From Blue Ocean 20170512

Mathan Somasundaram

Local market fell from the start with weak sentiment before making a slight recovery in the back end of the day. US retail data and US CPI data will set the tone for next week…BOE was playing safe while data continues to improve in EU…China is spruiking the “Silk Road”... Show More

CEO Insights - Week Ending Friday 12/5/17 By NAOS Asset Management

NAOS Asset Management

“We're now seeing discussions turn. People are talking about opening mines again that have been shut for some time. People are talking about increasing production from existing mines, opening new pits and so on” Show More

Graincorp rallies on record harvest

Alex Moffatt

Good morning, the major US indices all closed slightly lower with concerns over the state of the retail sector driving sentiment. The S&P500 closed down 0.2% at 2,394.4, the Dow and the Nasdaq were down by 0.1% and 0.2% respectively. The negative sentiment was caused by a report from Macy’s... Show More

ASX:GNC

Sunset Strip > Trading Day Wrap From Blue Ocean 20170511

Mathan Somasundaram

Local market jumped up on strong oil price and then ran out of puff as stretched valuation and weak commodities weighed on weak sentiment. The best performers were Health Care, Staples and Gold while Telcos, Utilities and Discretionary Retail were the worst. Budget confirmed that the only option is infrastructure... Show More

What would El Niño do to Agri stocks?

Bell Potter

The Bureau of Meteorology has moved to an ‘El Niño watch’, which means the likelihood of it this year is around double the average at 50%. Our analysis of past El Niño events demonstrates Elders, Graincorp, Nufarm, and RuralCo are the most susceptible to share price underperformance, and that Websters... Show More

A golden era for value investing begins

Buy Hold Sell

The rotation into value continues to gather pace, with the US ten-year yield creeping closer to 2.5% ahead of this week’s Fed rate decision. So tune in as we ask Vince Pezzullo from Perpetual Equity Investment Company, and John Murray from Perennial Value Management: ‘Is it a good time to... Show More

Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram

Market fell hard to pretty much unwind all the gains from yesterday’s big bounce ahead of EU break up worries. The US president elect is moving back into reality star mode and threatened US corporates with tariffs to keep them from moving jobs outside US. The reality is that the... Show More

Four emerging themes in food & agriculture

Bell Potter

In this 64-page sector report, Bell Potter Analyst Jonathan Snape identifies four major themes emerging within the agricultural sector, and provides an overview on 17 agricultural and Fast Moving Consumer Goods (FMCG) stocks under coverage. The major themes emerging include a maturing cattle price cycle; the likelihood of a more... Show More

3 stocks that are still on our radar & one mild concern

Nicholas Forsyth

With our view that global equities will continue to climb a wall of worry into 2017, we continue to comb the market for stocks that may be perceived as value in this relatively expensive market. A phrase used in yesterday's afternoon report sums our feelings up perfectly - "Right now... Show More

ASX:FMG ASX:GNC ASX:NCM ASX:QBE Longform

Rain precipitates Graincorp share price rebound

Andrew Stanley

Shares in Graincorp (ASX:GNC) rebounded from recent lows most likely due to the rains that started to arrive near the end of April in key growing areas. Over the next few months, investors and farmers alike will focus on the rainfall to support the winter crops. Although GNC is less... Show More

ralton australian equities ASX:GNC andrew stanley Graincorp

Woolworths: Focus on the long-term

Perpetual Limited

Nathan Parkin, Deputy Head of Australian Equities at Perpetual, says Woolworths management is focussing on its core assets of food & liquor, where he sees strength. “We’ve not been a long-term investor in Woolworths, for all of the reasons why the share price is currently down. What we’re seeing today,... Show More

ASX:GNC ASX:WOW

Woolworths: Focus on the long-term

Perpetual Limited

Nathan Parkin, Deputy Head of Australian Equities at Perpetual, says Woolworths management is focussing on its core assets of food & liquor, where he sees strength. “We’ve not been a long-term investor in Woolworths, for all of the reasons why the share price is currently down. What we’re seeing today,... Show More

ASX:GNC ASX:WOW

Buy Hold Sell: Separating the wheat from the chaff 

Buy Hold Sell

Demand for food and drinks is all but sure to rise both in Australia and globally as the population continues to grow and more people move into the middle class. By 2050 the world's population is expected to increase to 9.6 billion and Australia’s population is projected to grow to... Show More

buy hold sell ASX:CCL ASX:DMP ASX:GNC ASX:IPL ASX:WES

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Finding value in companies that invest

Andrew Stanley

For some time, Ralton has been concerned about distortions in the way corporates elect to invest capital. Specifically, the rise in dividend payout ratios and how these have been maintained at historical highs. What have been the drivers? Shareholders increasingly hungry for yield and companies that seem happy to acquiesce.... Show More

Graincorp 2015 AGM results

Avatar fallback

Evidence of shareholder dissent in the poll voting results for two resolutions - the remuneration report (79.87% for) and the resolution to elect Peter Richards as a director (82.82% for). I recommended a vote against both of these resolutions and I'm sure I'm not alone in doing so. So why... Show More

ASX:GNC 2015 AGM executive remuneration

Month ahead in AGMs: December 2015

Avatar fallback

With the main AGM season almost over (Monday 30 November features several two-strike AGMs), I take a look at key AGMs scheduled for December 2015. Three of the big four banks hold AGMs this month. ANZ's AGM agenda features two shareholder-requisitioned resolutions: one on climate change which is an ordinary... Show More

Graincorp FY2015 results - a noticeable decline over the pcp yet STI awards paid?

Avatar fallback

Graincorp's Remuneration Report is a clear example of how Boards can anticipate declining performance when they set performance thresholds for the STI scheme. The chart on page 60 of the 2015 Annual Report released today indicates the Group NPAT targets, worth 60% of the overall award, met the threshold level... Show More

ASX:GNC 2015 AGM executive remuneration