5 key considerations for FY19

Hugh Dive

At the start of every year, most fund managers will sit down and try to identify the key considerations or issues that their portfolio will likely face over the coming twelve months. Below are what Atlas see as the five key considerations for equity investors for the 2019 financial year. Show More


The financials that will sail through the storm

Dean Fergie

The Royal Commission findings have sent a shockwave through the broader financial community. Here we look at potential opportunities it is creating outside of the main banks. Show More

Buy Hold Sell: 5 winners from the royal commission

Buy Hold Sell

The stunning findings from the Royal Commission have triggered tectonic shifts in the financial sector. But as Winston Churchill said, ‘Never let a good crisis go to waste’. So, Buy Hold Sell returns from a break to ask our panelists who the winners will be from the Commission? Tune in... Show More


Opportunities Post Royal Commission? You Can Count On It

Harley Grosser

Since the Royal Commission kicked off hardly a day has gone by without Australia’s largest financial institutions in the news, for all the wrong reasons. Some of the accusations are quite shocking and make for great headlines. Show More

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Key stocks and ideas from the WAM presentation

Patrick Poke

Wilson Asset Management held their shareholder presentation in Sydney today. Chris Stott, Catriona Burns, and Matt Haupt all took the stage this morning to share their view on the markets, their top themes, and a few stock ideas. Here are the highlights. Show More

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Sticky fingers in many pies

Hugh Dive

The business of wealth management has been put under the microscope over the past month with the Royal Commission into the financial services industry. In March, the Commission focused on misdeeds in consumer lending and for the next two weeks in April it will be concerned with transgressions around financial... Show More


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Telstra and 4 other stocks we're shorting

John Deniz

We initiated a short position in Telstra in February 2017, premised on rising mobile & broadband competition, which was likely to impact on Telstra’s growth outlook. Rising 10-yr bond rates make it a double-whammy for Telstra, which we also view as a bond-proxy. Show More

First Impressions from Reporting:MPL, IFL, PRY and SGR

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Medibank Private (MPL), IOOF Holdings (IFL), Primary Healthcare (PRY) and Star Entertainment (SGR) with links through to more detailed reports. Show More

ASX:IFL ASX:PRY ASX:MPL ASX:SGR february 2018 reporting season

What Mattered Today: Swings & roundabouts with FMG production

James Gerrish

Local stocks hit the skids today courtesy of a weak lead from the US mkt overnight however we saw more selling in US Futures throughout our session today – at our close S&P Futures are trading down another -0.57% pricing a drop of ~170pts on the Dow when trading kicks... Show More


WHAT MATTERED TODAY: The Aussie battler fares better than most

James Gerrish

The local market followed overnight leads lower today, however buying kicked in and we fared better than most international markets. Banks were weak, and materials were strong however volumes were light as market players take a 4 day weekend. Show More


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What Mattered Today; QBE, a buy or SELL here?

James Gerrish

A good day for Aussie stocks rebounding from a 5 day sell off with some broad based buying across the index. Growth related stocks did best following the IMF upgrade to global growth expectations while the US got their act together over the Govt shutdown. Show More


What Mattered Today

James Gerrish

Another day that saw buyers happy to bid up stocks fairly strongly in early trade before sellers took hold around midday – and the index drifted lower throughout the session – the mkt just seems to struggle massively above the 6000 level – seems to feel very strange trading above... Show More


CEO Insights from Ian Narev, John Borghetti and Nick Scali

NAOS Asset Management

“It’s in their [The Telco’s] interest to just flick people to the low speed plans as the lower access charge makes a higher margin for them” Nicholas Demos, CEO, MyRepublic. Below are quotes from the week which in our view detail some of the most important and prominent industry trends... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170808

Mathan Somasundaram

Local market fell back into negative territory despite better commodity prices overnight. The local market has gone nowhere in the last 2 months…24 up days and 21 down days. US credit growth was weak and US credit card debt moved above pre GFC highs…patchy US consumer outlook gets another tick.... Show More

IOOF Full Year Result: IFL profit & funds under management trending in the right direction


Financial investment firm IOOF Holdings Limited (IFL) posted a stronger than expected second half profit for the 2017 financial year. Underlying profit increased by 13% over the half, but over the full year it was down just over 1%. Show More

Sunset Strip > Australian Market Trading Day Wrap

Mathan Somasundaram

Afternoon report and wrap on the days trading, the local market had a strong day led by the banks which were spurred on by comments from the US Fed Chair Show More

Daily AGM Note, Thursday 24 November 2016

Avatar fallback

A fiery AGM day today - and at Jervois Mining shareholders didn't wait until next week's AGM to spill the Board. First strikes at Capitol Health, Carpentaria Exploration and RedHill Education. Second strike and Board Spill resolution passed at Ambertech; a second strike but no Board Spill at Cape Lambert... Show More

November 2016: Month ahead in AGMs

Avatar fallback

You can find the main note at this link and from there you can reach the other notes. ASX Listing Rule 10.17 resolutions to increase the non-executive director fee pool are one theme to look out for. I explain these resolutions in this note and while many companies... Show More

IOOF Full Year Result - IFL manages to provide profit in line with guidance


Wealth management services provider, IOOF (IFL), has reported full year underlying net profit after tax - which excludes one off or non- recurring items - of $173.4 million For more Reporting Season coverage, please visit Show More

ioof ASX:IFL August 2016 Reporting Season

What to expect from reporting season

Stuart Jackson

As we head into another reporting season, we have taken a quick look at recent trading updates from companies and what this might tell us about what to expect from results. The lead up to reporting season is often referred to as confession season. The confession season started earlier than... Show More