ASX:S32

Maintain exposure to the mining sector

Marcus Tuck

The All Resources Index in trend terms has been outperforming the ASX 200 Index since the start of 2016. In this note we compare the performance of the big Australian mining stocks against their international peers on a common-currency basis, as well as comparing their current valuation metrics. Show More

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Spotlight on Alumina

Matthew Haupt

Aluminium prices hit three-month highs this week following embargoes on a major Russian producer, Rusal, and an unresolved supply disruption at an Alunorte refinery in Brazil. Rusal, which is responsible for approximately 7.0% of the world’s aluminium, had its material blocked by the two largest global metal exchanges after President... Show More

ASX:AWC ASX:RIO ASX:S32 ASX:WLE ASX:CYA

Buybacks to drive ASX in 2018 - South 32 Focus

Rodney  Forrest

The ASX currently has ~121 companies undertaking share buybacks. The top 22 companies (in size of buyback) have a planned buyback program of $7.73b. Show More

ASX:S32

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Fresh ideas and new opportunities

Livewire Exclusive

Reporting season has just concluded and we've lined up two of the best-read managers in Australia to get their take on the health of Australian corporates. Chris Prunty from QVG Capital argues that we've just witnessed 'the best reporting season in years' and with that comes a raft of new... Show More

First Impressions from Reporting: SHL, ORG, SUN, S32, ASX and TLS

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Sonic Healthcare (SHL), Origin Energy (ORG), Suncorp (SUN), South32 (S32), ASX (ASX) and Telstra (TLS) with links through to more detailed reports. Show More

Battle of the big-caps: Banks vs resources

Buy Hold Sell

With a combined market capitalisation of over $585 billion, the big four banks and resources companies make up a massive 33.6% of the ASX 200. The Australian banks have benefited from an unprecedented run in the Australian economy and housing markets, but growth has stalled recently; is it time for... Show More

What Mattered Today: Production numbers pick up pace

James Gerrish

Commodities and banks both ended lower, resigning the market to a second consecutive fall. Selling was sustained throughout the day, mostly driven by overnight leads from the US, which reopened after a long weekend, and also soft commodity numbers in overseas trade. The big 4 all finished lower, while BHP... Show More

ASX:OZL ASX:SRX ASX:S32

Outlook 2018: Aussie equities - positioning for the economic upswing

Paradice Investment Management

After years of incredibly easy monetary policy globally we are finally amid a synchronised global economic recovery the likes of which we have not seen in over a decade. Show More

Which 4 ASX50 companies issue no bonds?

Elizabeth Moran

A total of 46 of the ASX Top 50 companies issue bonds. This isn’t surprising as they are large international companies trading in foreign markets and require multiple sources of funding (see Table 1). But a couple of things did surprise me: Show More

ASX:ALL ASX:ASX ASX:ANZ ASX:BHP ASX:BXB ASX:NAB ASX:OSH ASX:S32

What Mattered Today

James Gerrish

The tune has yet to change with the pattern of investors happy to bid up stocks fairly strongly in early trade, finally breaking the 6000 level, before some selling eventuated after North Korea announced its nuclear program is now complete and that its intercontinental ballistic missile could now reach the... Show More

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Buy Hold Sell: Wilson vs Aitken – Mining & Energy

Buy Hold Sell

In this episode of Buy Hold Sell Matthew Kidman from Centennial Asset Management asks Geoff Wilson from Wilson Asset Management and Charlie Aitken from Aitken Investment Management for their views on some of the big names in Mining & Energy. Show More

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Where to find opportunities in large companies

Clime Asset Management

There is so much confusion about the stocks in the ASX’s large-caps index, the ASX 50. Some investors see them as ‘blue-chips’ by virtue of their size and longevity, and thus see them as long-term portfolio holds. Others think the ASX 50 is largely useless: a motley, concentrated index of... Show More

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The biggest month of dividends ever paid

Richard Coppleson

Dividends for FY16 (ie dividends paid from Nov 2015 until Oct 2016) totaled $72.7billion. But for FY17, they have increased by +7.2% to $77.9 billion. So shareholders will have received an extra $5.2 billion in cash in the last 10 months, and over the next 2. That comes despite the... Show More

ASX:BHP ASX:CBA ASX:FMG ASX:WES ASX:S32

First Impressions from Reporting: STO, SCG, S32, OZL, MYO, FLT

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Santos (STO), Scentre Group (SCG), South32 (S32), OZ Minerals (OZL), MYOB Group (MYO) and Flight Centre (FLT) with links through to more detailed reports. Show More

ASX:FLT ASX:OZL ASX:STO ASX:S32 ASX:SCG ASX:MYO

The New Criterion: Three small cap silver stocks

Tim Boreham

All things that glisten are not silver, with investors reeling from an unexplained sharp global sell off in the grey metal. For a handful of wannabe ASX-listed producers, it’s business as usual. Show More

ASX:S32 ASX:WRM ASX:IVR ASX:SVL ASX:SMI ASX:MRV

Here's what we learned from leading CEOs this week

NAOS Asset Management

“We are not calling the economy dead. Things are recovering nicely. But it’s a case of steady as she goes” Ian Harper, Board Member, RBA Show More

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Buy Hold Sell: The top performers of FY17

Buy Hold Sell

With the financial year wrapping up, we review three ASX200 stocks that shot the lights out. Two of these top-performers are traditionally unloved by investors, but delivered impressive gains of 97% and 63%. The third is a market-darling that has surged 73% this year. Can they maintain the momentum? Show More

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Seven high conviction stocks to buy in April

Morgans Financial Limited

Australian shares have generally followed the pattern of global equities, following a wave of Trump-induced optimism. While we have confidence in a cyclical turnaround over the medium term, we need to see signs of better earnings momentum before getting more comfortable with a much broader-based rally. In this environment, investors... 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

Mining & Energy sector update

Morgans Financial Limited

Morgans Senior Analyst, Adrian Prendergast, outlines the rationale for removing South32 from the high conviction list: “…that uncertainty could see a much stronger share price reaction in more of a 5 – 10% range in the next week or two… it is a risk we see being strong enough to... Show More

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