ASX:PGH

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

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

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

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

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

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