Resurrection or Crucifixion: Themes for the Australian Results Season

Marcus Padley

Here is the ASX 200 results calendar - the results season is still a couple of weeks away. As usual, it is a best endeavours calendar, some companies simply don’t set a reliable date. The big companies generally do. Show More

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What Mattered Today; Stocks lower but some buying the dip obvious

James Gerrish

A positive move for US Futures during our time zone helped to support our market today with the S&P up 0.81% (+21pts) at time of writing. The ASX obviously opened lower – hit hard after the US market was sold heavily on Friday however buyers stepped in early, the mkt... Show More


What Mattered Today; TPG & Kathmandu in focus

James Gerrish

The market sold off early on the back of the Tech led sell off in the States overnight that saw American indices down around ~1.5% thanks to reports of a data leak within Facebook (OMG!!) + there were a few other factors at play that we wrote about this morning,... Show More


GARY (Growth At Reasonable Yield) > April 2017 Update

Mathan Somasundaram

GARY identifies companies that are able to deliver growth and yield at a reasonable cost. GARY offers a middle ground when uncertain markets flip flop between growth and yield. Predominantly small cap oriented GARY underperformed over the past month as large caps on stretched multiples continued to outperform. Show More

GARY - Growth At Reasonable Yield | You ain't seen nothing yet

Mathan Somasundaram

Global markets are moving from deflation and low rates to an inflation and rate rising environment. Recovering economies will deliver growth while struggling economies will see capital outflows. The changing global dynamics will continue to push investors towards a better equilibrium between growth and yield. We see this transition driving... Show More

Kathmandu hikes into profit

Wilson Asset Management

On Wednesday, Kathmandu Holdings Limited (ASX: KMD) announced its full year results, with net profit after tax (NPAT) rising to NZ$33.5 million, up 66% from NZ$20.4 million on the year prior. Sales growth was recorded in both Australia and New Zealand, driven by the opening of five new stores. The... Show More

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Daily AGM Note Friday 20 November 2015 - first strikes at Magnetic Resources and Kasbah Resources and close at Myer

Avatar fallback

Evidence of shareholder dissatisfaction at Slater and Gordon...not with the remuneration report, but with the grants to the Executive Directors. A second strike, but no Board Spill at SDI ...and some director election resolutions at other AGMs attracting significant proxy instructions to vote against. The Daily AGM note is updated... Show More

Is Kathmandu up for sale?

Intelligent Investor

New Zealand retailer Briscoe Group has announced their intention of acquiring travel and adventure retailer Kathmandu… Until the takeover terms have been announced it is unclear what price will be offered to Kathmandu shareholders. It has been reported that the deal will include both cash and Briscoe’s shares. Acquirers typically... Show More

m&a kathmandu mergers & acquisitions ASX:KMD