First Impressions from Reporting: REA Group

Bell Potter
Bell Potter Stockbroker

In this daily reporting season update, we provide our first impression on key takeouts from REA Group (REA) with a link to the more detailed report. Show More

ASX:REA february 2018 reporting season

February 2018 Reporting Season Calendar

Bell Potter
Bell Potter Stockbroker

The Bell Potter reporting calendar covers over 200 companies reporting this February, with key dates, NPAT (consensus and Bell Potter/Citi estimates) and analyst recommendations. The first week kicks off with 18 companies reporting including some big names like CBA, RIO, AMP and REA. Access our updated reporting calendar here: View... Show More

Why Renting Could be the New Black

Kent Kwan
Kent Kwan AtlasTrend

Should you rent or buy? It’s the classic housing dilemma. However, with property prices being as high as they are, renting is increasingly looking like a more attractive option. While renting can be the more affordable option in the short term, it can also be the smartest – particularly when... Show More

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See what The CEO's thought of Housing, Fitness and the Digital Wallet this week

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC, ASX: NSC

“I don't see any sign of slowdown in the ability to digitize cash. I think the best description an analyst had coming off of our Investor Day was something like, I like Visa because they have a weak competitor called cash” Vasant Prabhu, CFO, Visa Show More


11 very different growth opportunities

Livewire Exclusive

Greencape is able to invest right across the market, and we had the chance to ask Jonathan Koh where the fund was seeing the best medium-term growth opportunities on the ASX today. In this short exclusive, Jonathan provides a brief overview on 11 stocks straddling all sectors and sizes. Show More

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Domain IPO: 5 key questions

Livewire Exclusive

With Domain listing next month, Jeremy Hook from TMS Capital asks Roger Montgomery from The Montgomery Fund and Neil Carter from IFM Investors for their take on the listing, posing 5 key questions using REA as a comparison. Show More


Aussie tech stocks Versus Alphabet

Sam Granger
Sam Granger Totus Capital

There has been some recent commentary from a number of market participants suggesting that the US tech sector is “crowded” and “expensive”. In reality, the valuation of Alphabet compares very favourably to the Australian tech sector and the broader market. Show More

The cynical power of earnings revisions

UBS Asset Management
UBS Asset Management Fund Manager

The correlation between earnings revisions and share prices and the impact on investor behaviour is well-known. Clearly this suggests either sell-side analysts (rather than actual investors on the buy-side) drive share prices, or most buy-side investors don't form their own views and just follow brokers. Show More


Stock ideas from Livewire Live

Livewire Equities

Six weeks ago, some of the brightest investment minds in the market presented their best stock idea to the Livewire Live audience. In the short period since, they are 3% ahead of the market. Read on for stock ideas from Chris Prunty, Tim Samway, Roger Montgomery, Andrew Mitchell and Oscar... Show More


Sunset Strip > Trading Day Wrap From Blue Ocean 20170811

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market was smacked down from the open on geopolitical risk…even the slight recovery after the morning fall withered away in the afternoon. DOW down over 200 and NASDAQ was snapped 2%. Safe haven investing was in play as bonds and gold bounced while equities were on the chopping block.... Show More

It's all about corporate profits

Rudi Filapek-Vandyck

US corporate profits are in an upturn, according to proprietary leading indicators from Morgan Stanley and Citi. Thus US equities should remain in an uptrend too, all else being equal. Alas, for investors in Australia, the dynamics domestically are not the same, and that is putting it mildly. Over here... Show More

Two different ways to play AI

Nick Griffin
Nick Griffin Munro Partners

Research firm, Gartner, estimates that AI will power 85% of customer service interactions. In order to achieve this, massive investments will need to be made in two key areas; data, and computing power. In this video, Nick Griffin, Head of Investment at Munro Partners, explains the importance, and some of... Show More

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When You See Value It Smacks You Right In The Face

Ron Shamgar
Ron Shamgar TBF Small Cap Value Growth Fund

In the wonderful world of value investing, we sometimes come across businesses with incredible economics. As we dig further and read through the financial reports of these companies, we sometimes feel as if value emerges from the pages and smacks us right in the face. In this article we will... Show More


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Buy Hold Sell: Stocks making all-time highs

Buy Hold Sell
Buy Hold Sell Livewire

Identifying those companies that are making new rolling 12 months highs is a tried and tested form of idea generation for investors. So in this episode of Buy Hold Sell we ask our panel to share their views on 5 companies that are making new all time highs. Show More


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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

Disruption & Property

Michael Glennon
Michael Glennon Glennon Capital

Today's video is around disruption in the property industry, and the companies that are getting ahead because of it. Show More

Buy Hold Sell: Quality stocks on sale

Buy Hold Sell
Buy Hold Sell Livewire

Holding high-growth names has been a painful exercise in recent months. Valuations in a number of quality companies have come under intense pressure due to a range of factors including: 1) increased competition, 2) structural shifts in industries, and 3) a simple case of sectors de-rating as investor sentiment swings.... Show More


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How to avoid the next Slater & Gordon

Livewire Exclusive

Australia makes up just 2% of the global economy, so for companies looking to grow into a large market, it’s natural to look offshore. But following the challenges faced by NAB or Slater & Gordon in their attempts to move offshore, it's hard to blame investors for being cautious about... Show More


REA's underlying trend remains strong

Morgans Financial Limited

We have upgraded our earnings forecasts for REA Group (REA) after a first half result that was stronger than it looked on the surface. Our EPS forecasts are upgraded by 1.2% in FY18, 3,8% in FY19 and 5.8% in FY20. REA's 16% uplift in Australian depth ad revenues speaks volumes... Show More

ASX:REA Longform February 2017 Reporting Season

First Impression: REA Group (REA) 1H17

Bell Potter
Bell Potter Stockbroker

Reported net profit of $292.1m includes $161.6m from sale of European business | Australia revenue: Listing up 16%, Subscription up 1%, Media display steady.Average monthly visits to grew 14% and are 27.8 million | Net operating cash flow up 15.3% to $135.2m | Outlook: No quantitative guidance provided. “These... Show More

ASX:REA February 2017 Reporting Season