Business Insights Across the Market

NAOS Asset Management

CEO’s and business leaders' comments can provide valuable insights and provide a greater understanding of the current investment environment and key trends that may be emerging. Below are quotes from the week which in our view detail some of the most important and prominent industry trends and economic factors impacting... Show More

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

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

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

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

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

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