ASX:GWA

Business Insights Across the Market

NAOS Asset Management

“Growth in Utilities in the short term will be dominated by wind and solar projects. They do dominate the pipeline. The immature solar supply chain presents the biggest challenge. Water, gas and power distribution will continue to grow, and we expect major investment in upgrading and extending the nation's transmission... Show More

FNArena Reporting Season Monitor: Week 2 - August 2018

Rudi Filapek-Vandyck

Welcome to the FNArena Reporting Season Monitor for the February result season 2018. The Monitor reports ratings and consensus price target changes, along with brief summaries of the collective responses, from FNArena database brokers for each of the 300+ stocks. Week 2 is now available with coverage of 85 stocks. Show More

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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 22 quotes from the week which in our view detail some of the most important and prominent industry trends and economic factors... Show More

An idea for a low-growth environment

Livewire Equities

Simon Conn, Senior Portfolio Manager at Investors Mutual, thinks GWA Group looks attractive following the change in management and asset divestments. GWA Group owns a suite of brands, including Caroma & Dorf, which supply building fixtures and fittings. He says management has been distracted in recent years with divestments and... Show More