ASX:MPL

Old Dogs, New Tricks

Anthony Aboud

It seems everyone out there wants to invest in the hot new thing. You mention a company which has “big data,” “cloud computing infrastructure,” “artificial intelligence,” “machine learning,” “robotics,” and investors go weak at the knees. In the current environment, investors want to buy the latest and greatest technology players.... Show More

3 undervalued Aussie stocks

Vince Pezzullo

Today, markets are now thinking about risk rather than what’s on the upside. They’re asking, “what multiple am I paying and what am I going to get from that multiple?”. One way to protect the downside, is to make money on the buy. So, if you get a reasonable multiple,... Show More

See what The CEO's thought of Commodities, US Tax Reform and Heavy Industry this week

NAOS Asset Management

“Tax reform gives us the opportunity to be more competitive globally and to accelerate plans for the U.S. Some guiding themes are clear and consistent with how we've been investing — lower prices for customers, better wages and training for associates and investments in the future of our company, including... Show More

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Where to find opportunities in large companies

Clime Asset Management

There is so much confusion about the stocks in the ASX’s large-caps index, the ASX 50. Some investors see them as ‘blue-chips’ by virtue of their size and longevity, and thus see them as long-term portfolio holds. Others think the ASX 50 is largely useless: a motley, concentrated index of... Show More

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Medibank Private Full Year Result: MPL posts good result in a tough health care market

CommSec

 Medibank Private Limited (MPL) reported group net profit of $449.5 million, better than markets had expected for the 2017 financial year. The headline result was boosted by stronger investment returns helping to offset lower revenue from its Medical health division. Medibank’s full year result was impacted by a fall... Show More

3 stocks in the firing line

James Gerrish

As we consider different areas to allocate funds into the current market weakness potential tax loss selling should definitely be considered as June slowly evolves. The ASX200 is up almost 6% for the calendar year hence there will not be the number of candidates which would typically be available in... Show More

ASX, Link Administration, MediBank and Santos - First Impressions from reporting

Bell Potter

ASX: Higher levels of cash market and derivatives trading activity (stimulated in part by market reaction to the US election.) The dip in revenue from Listings business reflects the comparison with last year’s strong level of secondary capital raisings. (While the total amount of capital raised was down for the... Show More

Daily AGM Note, Wednesday 9 November 2016

Avatar fallback

A big AGM day for All the Majors, with Computershare, Commonwealth Bank, Flight Centre, Fortescue Metals and Medibank Private all holding AGMs today. While the daily AGM note will be updated through the day, results are already in for some of these companies. Outside the ASX 100, Sims Metal Management's... Show More

November 2016: Month ahead in AGMs

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You can find the main note at this link https://subscriber.theexecutiveremunerationreporter.com.au/archives/16303 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 https://subscriber.theexecutiveremunerationreporter.com.au/archives/14158 and while many companies... Show More