ASX:MTR

M&A activity is heating up…

Luke Cummings

Following on from the recently announced takeover offers for Mantra Group Limited (MTR) and Property Group Limited (PLG) and so too the current tussle for control of Asia Pacific Data Centres (AJD), we thought it was worth revisiting what we look for when trading opportunities in the merger arbitrage space... Show More

Mantra insights ahead of results

Livewire Equities

Hotel group Mantra has received consistently negative commentary from Livewire contributors in recent months. This includes a Sell from both QVG and Avoca on a recent Buy Hold Sell, a soft outlook warning from Morgans, and a word of caution a few months ago on insider selling from Richard Coppleson.... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170807

Mathan Somasundaram

Local market bounced back after 3 consecutive negative days on the back of solid US non farm payrolls and better commodities. The last time market had 4 consecutive negative days was in early May…and our market has been going sideways since then. Local market and currency got a slight boost... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170803

Mathan Somasundaram

Local market ran out of puff again on weaker commodities and directionless global markets. Local trade balance was another miss and the currency took a step back. The best performing sectors were Utilities, IT and Industrials while the worst performers were Miners, Telecom Services and Energy. On the sector/stock front….(1)... Show More

Morgans reporting season candidates for surprise or disappointment

Andrew Tang

FY17 reporting season kicks off in earnest mid-August and according to the latest IBES consensus earnings estimates, EPS growth for the S&P/ASX200 is forecast at 13% in FY17, slightly down from 13.6% at the end of 1H17. Pleasingly this would still mark the end of the earnings recession after two... Show More

10 key themes and 29 ways to play them

Morgans Financial Limited

Equity markets remain at the mercy of abnormal macroeconomic conditions such as unconventional central bank interest rate settings and heightened political uncertainty. Making bold portfolio decisions amid such uncertain conditions is a difficult and potentially hazardous exercise; hence our cautious Asset Allocation settings. Despite these challenges, we think that enduring... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170328

Mathan Somasundaram

Local market had an unexpected strong day…bounced up and held up better than anyone expected after the weak US sentiment. Market was once again pushed up by the Banks but even the miners turned positive with Utilities and Gold were the only negative sectors. Dividend money flowing back... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170310

Mathan Somasundaram

Local market moved up despite weaker commodities and weaker AUDUSD while non-farm payroll data will set the tone for next week ahead of US Fed meeting. Consumer Staples, IT and Health Care moved the market higher while Metals, Mining, Gold and Property Trusts were the negative performers. Tesla is getting... Show More

5 top wires last month

Alex Cowie

In case reporting season kept you busy, we've summarised five top wires in February for you. Peter Quinton’s top ten picks for 2017, our fund manager earnings results review, and Buy Hold Sell with ‘Quality stocks on sale’ all deliver useful stock ideas. On big picture thinking, we bring you... Show More

5 stocks that impressed ... and 1 that bombed

Livewire Exclusive

A group of Australia’s leading Fund Managers have each picked one stock they believe delivered a notable result this week. Sectors covered were diverse, including energy, tourism, materials, media, services, and consumer discretionary. The common thread among the outperformers is they have all ridden industry dynamics - and executed well... Show More

The 26 Stock picks for 2017

Bell Potter

In this report, ten of our analysts share their top stock picks for 2017, as well as providing their sector outlook. On Financials, TS Lim reports that “The 2016 reporting season suggests underlying fundamentals are becoming positive for the banks. These include slowing margin decline as competition for new customers... 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 jumped up on the open as the retail market took over from institutional market as the school holidays started. Usual lower volume up day for mid-December with bank dividends helping to support the market. The local market is at the mercy of the overpriced US market and we expect... Show More

Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram

Market pulled back with global sentiment after US Fed flagged a step up in their outlook to rate rise. Credit is where credit is due. US Fed has taken a beating from every pundit on the rate of change while history will treat them well as they have achieved their... Show More

Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram

Market finished relatively flat despite positive global sentiment from the weekend driven by the Oil deal. Bleeding oil producers and self-interest to get a good price for oil asset sales have finally delivered a supply side response from OPEC and non-OPEC producers. The main game this week is the US... Show More