asx:nbl

Andrew Tang

There was a lot to like about the February reporting season. By our estimates, over 30% of large caps beat the market's expectations, and unlike previous seasons, estimates held firm rather than falling away into results. Downgrades and significant misses were largely a non-event and overall management commentary reflected the... Show More

Alex Cowie

A cohort of Australia’s leading fund managers gathered at the 2017 Future Generation Investment Forum two weeks ago, each presenting their top stock idea. A clear trend is already emerging in the domestic stocks mentioned. While the broader market has pulled back 2.2% since the Forum, this group of stocks... Show More

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Livewire Exclusive

The 2017 Future Generation Investment Forum has been a resounding success. Livewire provided coverage of the event in which 13 of Australia’s leading fund managers all offered at least one of their best stock ideas. Presenting firms include Magellan Financial Group, Tribeca Investment Partners, Wilson Asset Management, Morphic Asset Management,... Show More

Glennon Capital

A couple of days ago the Australian Bureau of Statistics released the latest retail sales figures, touching on many of the retail segments services by the ASX listed retailers. Overall sales increased 3.1% for January and 3.4% for the year, and continued to reduce from the strong 6% growth rates... Show More