See what The CEO's thought of the Domestic Economy, Chinese Manufacturing and Agriculture this week

NAOS Asset Management

“The Melbourne, Sydney and Brisbane economies are performing very strongly, driven a lot on the back of the infrastructure spend and now the pickup in sentiment. The pipeline of infrastructure projects continues to build” Scott Charlton, CEO, Transurban Show More

First Impressions from Reporting: Challenger, GPT Group, Transurban, Boral and Cochlear

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Challenger (CGF), GPT Group (GPT), Transurban Group (TCL), Boral (BLD) and Cochlear (COH) with links through to more detailed reports. Show More

ASX:BLD ASX:CGF ASX:COH ASX:GPT ASX:TCL february 2018 reporting season

Ten favoured stocks for 2018

Peter Quinton

After examining all of our analysts’ buy-rated stocks with a market capitalisation above $1.0 billion, we have identified ten of them which we particularly like over the next 12 months or so for private clients: Show More

Taxing Times

Hugh Dive

Earlier this month Atlas sent out the tax statements for the Atlas High Income Property Fund, and for a relatively straightforward fund with a simple tax structure (income is passed through to investors untaxed), I was surprised at the number of potential categories of income. Show More


Where to find opportunities in large companies

Clime Asset Management

There is so much confusion about the stocks in the ASX’s large-caps index, the ASX 50. Some investors see them as ‘blue-chips’ by virtue of their size and longevity, and thus see them as long-term portfolio holds. Others think the ASX 50 is largely useless: a motley, concentrated index of... Show More

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Are the supermarkets a better bet than their landlords?

James Gerrish

Both areas of the market offer reasonable yields, the Supermarkets are fully franked, the landlords aren’t however the main question should be around earnings and importantly, the outlook for those earnings over the foreseeable future. Show More

Reporting Season First Impressions

Bell Potter

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

Here's what we learned from leading CEOs this week

NAOS Asset Management

“I used to say Australia was geographically challenged, now I think it is geographically privileged because it is only one sector away from the biggest population in the world which is transforming so much. We are about to see on steroids what we saw in the early '80s with the... Show More


Peter Quinton: Ten favoured defensive stocks

Bell Potter

A well-constructed portfolio should always have some defensive stocks, which we identify using four investment criteria: 1) Market capitalisation of at least $1.0 billion; 2) The investment arithmetic — price earnings ratios, dividend yields, and so on—must be reasonable compared to the valuations of the overall share market; 3) The... Show More

The Only Australian Value REIT

Nicholas Sproats

Heather Ridout (Australian Super Chairperson) has been banging the table on gender diversity at the board level of Australian companies, and right she should. Only 22% of Australia’s top 200 listed companies have women on their board – not a majority, not the Chair, just at least one – and... Show More

It's no surprise there's no surprise

Pat Barrett

With REITs earnings largely derived from contractual rental income, it's no surprise that the sector has delivered solid earnings growth and that there's been no earnings surprises. The general trends thus far have been further cap rate compression (massive demand for real estate), debt cost savings, further corporate efficiencies and... Show More

First Impression: GPT Group (GPT) CY16

Bell Potter

Retail like-for-like income growth 3.8%, specialty sales MAT growth 2.6%, occupancy 99.6% | Office like-for-like income growth 6.3%, occupancy 97.0% | Logistics like-for-like income growth 1.4%, occupancy 95.3% | Total portfolio return 15.5% as compared to 8.9% in pcp | Net gearing 23.7% | NTA up 9.9% to $4.59 (current... Show More

ASX:GPT February 2017 Reporting Season

Livewire Reporting Roundup

Livewire Exclusive

The Livewire Reporting Roundup is a new and exclusive weekly series carefully crafted to bring Livewire readers the best exclusive insights and investor resources throughout reporting season. We’ve invited 7 professional stock pickers to nominate their standout company results from the past week with responses from Regal Funds, K2 Asset... Show More

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Feb 2017 Reporting Season Calendar

Bell Potter

The Bell Potter reporting calendar covers 210 companies for the February period, as well as several in March, and highlights reporting dates, period reported, NPAT (consensus and Bell Potter estimates) and our analyst recommendation for the stock. The pace is increasing, with 16 reporting on Monday and Tuesday alone. Livewire... Show More

Quintessentials: The continuing “search for yield”

Bell Potter

The Australian share market is currently offering a 4.5% yield (80% franked), which is slightly below the long-term average of 4.6%. However, grossed up for franking credits, the dividend yield is 6.0%, which is well above 90 bank bills (1.8%), the 10-year bond yield (2.8%), and 12-month term deposits at... Show More

What’s going on in Listed Property?

Hugh Dive

Over the last two years listed property has been the top performing sectors on the ASX 200 outperforming the broader equity market. While Australian other sectors in the equity market have faced concerns about a rising and then falling AUD, falling commodity prices, Eurozone issues and bank capital raisings, listed... Show More

How to position for a changing market

Alphinity Investment Management

The August FY16 reporting season as usual provided winners and losers. While we are likely to do some portfolio adjustments as a result of the new information released with company results, the most important question in coming months will most likely be how to position for a potentially changing macro... Show More

Where do Australia's top female fundies invest?

Bianca Hartge-Hazelman

Women are often said to be better long-term investors then men, whereas when it comes to confidence in trading, men tend to dominate as they are less worried about taking risk. While generalizations can be risky, and sometimes wrong, they do help us to understand better the traits that may... Show More

First Impression: GPT Group-GPT- Interim result

Bell Potter

Total return of 14.3% - above target of greater than 9%. NTA up 21 cents or 5.0% to $4.38 as compared to Dec 2015 (current price $5.49). Show More

ASX:GPT August 2016 Reporting Season

Daily AGM Note, 4 May 2016

Avatar fallback

The first edition of today's note is now available with AGM results for Energy Resources of Australia, QBE Insurance and Sigma Pharmaceuticals. The first edition of the note is typically issued between 1-2 pm when first results from the morning meetings are available. It is then updated progressively throughout the... Show More