ASX:IPH

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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IPH: Top stock pick or Double sell?

Livewire Equities

Leading Asian-Pacific intellectual property group, IPH has announced positive numbers this morning. After the price nearly halved through CY16, Sam Haddad at Bell Potter chose it as a top stock pick for FY18. However, Tony Waters of QVG and Jeremy Bendeich at Avoca recently provided seven stark warnings. Show More

Top Stock Picks for FY18

Bell Potter

In this report, our analyst team share their top stock picks for FY18, and also provide their sector outlook. On Financials, TS Lim reports that "There is something for everyone in Show More

SHIELD (Sustainable High Yield) > March 2017 Update

Mathan Somasundaram

Market continues to chase sustainable yield in a market with growth risks. SHIELD continues to outperform the market despite a rising bond yield outlook by picking premium quality sustainable yield ideas at reasonable value. Show More

The growth stocks vulnerable to a selloff in 2017

Avoca Investment Management

Back in February 2016, Jeremy Bendeich from Avoca Investment Management shared his list of stocks that were vulnerable to earnings misses, which formed a handy acronym - ‘BITBAD’. Blackmores, IPH, TPG, Bellamy’s, A2 Milk, and Domino’s Pizza. Since then, four of the six are down more than 20%. A simple... Show More

Market Manager | Riding the choppy market with diversification

Mathan Somasundaram

Whilst global markets have maintained positive momentum into 2017, valuations look stretched. Markets are going to run into the US reporting season given the US leadership change and the recent rally pricing due to the optimistic outlook. However, US fiscal policy uncertainty, historically low volatility, rising USD, rising yields and... Show More

Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram

Market followed the global positive sentiment higher as expectations of ECB delivering more stimulus. We don’t think the ECB is going to come out and spend more…but more likely to play defence by stretching out QE time frame to reduce uncertainty in 2017 when the EU super powers like Germany... Show More

Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram

Market built on the early positive run to finish a solid positive day despite a substantially weak GDP data. The weak GDP data, underemployment worries and low wages growth shows the weakness in the local economy despite the strong commodity prices. Beaten up stocks were the best performers again today... Show More

Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram

Market closed positive despite multiple efforts to go higher were met by profit taking on the back of previous five out of the six days delivering negative returns. US market continues to hold stretched levels despite US dollar index beginning to roll over. Global markets continue to struggle with historically... Show More

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Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram

Market fell hard from the open on Italian vote going against the government before making a few recovery cycles to finish off the day’s lows. Austrians went with the plan to vote against the far right party while Italians have voted against the referendum to set the scene for more... 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

Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram

Market bounced hard today on the back of OPEC deal. The market has been seeing a big portfolio transition over the last few days…smells like global transition portfolios are going through…they have been adding exposure to Banks and Resources. There was a lot of short covering in some of the... Show More

Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram

Market remains in the land of aimlessness with profit taking the most likely result as EU breakup worries start to take center stage. Market continues to struggle with historically high commodity prices with historically high USD while US rates are going up and US volatility is going down….something has to... Show More