ASX:PGH

Sunset Strip > Trading Day Wrap From Blue Ocean 20170816

Mathan Somasundaram

Local market made a steady recovery after flip flopping for the first few hours. US retail data was string overnight while US markets were undecided. Chinese regulatory moves are beginning to bite while the pullback is aimed to get back to pre 2016 levels. The corporate outlook for US is... 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

Sunset Strip > Trading Day Wrap From Blue Ocean 20170503

Mathan Somasundaram

Local market fell from the start before making a slight recovery to close for second consecutive negative day. ANZ result earlier this week turned the bank sector sentiment and the premium is unwinding. TPM downgrade in 2016 drove the reality check into high PE stocks…will the VOC downgrade be the... Show More

Quality Is Making A Come-Back

Rudi Filapek-Vandyck

Look closely, and investors will see that quality stocks are making a comeback after being left by the wayside in the Trump-inspired reflation trade last year. CSL is trading around $128. Ramsay Health Care is back around $70. Amcor is well above $15, and InvoCare is approaching its all-time high... Show More

Daily AGM Note, Wednesday 16 November 2016

Avatar fallback

A first strike at SurfStitch Group and at Pacific Resources, some nuances on remuneration resolutions at PACT Group and Acorn Capital investment Fund plus others as the results come to hand. One example from today's AGMs is PS&C Limited: the proxy voting tally doesn't convey enough information as to whether... Show More

14 'All-weather' stocks investors must have

Livewire Equities

Livewire regular, Rudi Filapek-Vandyck from FNArena reckons it's hard to find value in today's market - even broker ratings are more negative than in 2007. He looks for ‘All-weather performers,' but there's few of them around on the ASX. "Unfortunately, Australia, being a relatively small market, doesn't have too... Show More

Crate washing, pooling and new acquisition boost Pact Group shares

Andrew Stanley

Shares in Pact Group (ASX:PGH) were boosted by two significant announcements during the June quarter both of which focused on ‘crate washing’, which involves end-to-end management of a customer’s container network. While the ‘pooling’ network is similar to Brambles (CHEP pallets), whereby PGH controls the logistics, maintenance, repair and resupply... Show More

What IML have been buying post-Brexit

Investors Mutual

The recent Brexit vote has sparked significant weakness in financial markets around the world, and while it is undoubtedly an important economic and political event for the UK, in reality, the underlying fundamentals of the vast majority of Australian companies are unchanged. Most ASX-listed companies are not directly exposed to... Show More

Stocks and sectors for a low interest rate setting

Investors Mutual

Anton Tagliaferro, Investment Director at Investors Mutual, says overall industrial stocks did reasonably well this reporting season. In particular he points out sectors such as gaming, healthcare, packaging and utilities as areas of relative strength. He says that volatility and growth concerns globally have confirmed in his mind that interest... Show More