ASX:MOC

James Gerrish

While the focus is squarely on the banks, there are other areas that may be impacted, some more aggressively so. This obviously includes mortgage brokers such as Mortgage Choice (ASX:MOC) and Yellow Brick Road (ASX:YBR) along with Home loans (ASX: HOM), the old resimac business and Finsure which is goldfields... Show More

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

Mathan Somasundaram

Local market moved down with weaker commodities and weaker yield despite solid non-farm payroll pushing March rate rise to near 100% probability. Gold was a substantial outperformer in a day when most sectors were negative…Property, Energy and Health Care were the worst performers. Volatility index in Australia reached historical lows... Show More

Livewire Exclusive

John Hempton, a renowned Sydney based hedge fund manager, has doused fuel onto the property bubble debate. In an article published by Fairfax, Hempton shares details of an expedition undertaken to explore the 'underbelly' of Sydney's property market. The gory tale of empty apartments and dodgy lending has created some... Show More

See 1 more comment
Avatar fallback

Shareholders inflicted a second strike against the Remuneration Report at these AGMs today but also rejected the Board Spill Resolution. A first strike at Impedimed with 25.09% against the remuneration report on a poll. Details in the Daily AGM note, which is updated throughout the day as results become available... Show More

Avatar fallback

Week 3 of the AGM season and a few companies have the conditional Board Spill resolution (explained in this https://subscriber.theexecutiveremunerationreporter.com.au/archives/9306 ) on the agenda (first strike at the 2014 AGM), including McMillan Shakespeare, Newcrest Mining, UGL, Mortgage Choice, Codan Limited, Samson Oil & Gas. You can find the note at... Show More