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


What Mattered Today

James Gerrish
James Gerrish Market Matters / Shaw and Partners

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


Buy Hold Sell: Wilson vs Aitken – Mining & Energy

Buy Hold Sell
Buy Hold Sell Livewire

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
Clime Asset Management Funds Management & Stock Research

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
Richard Coppleson Bell Potter

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


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

Bell Potter
Bell Potter Stockbroker

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


The New Criterion: Three small cap silver stocks

Tim Boreham
Tim Boreham Independent Investment Research

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


Here's what we learned from leading CEOs this week

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

“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

ASX:FLT ASX:S32 ASX:NAC RBA interest rate decision ASX:NCC

Buy Hold Sell: The top performers of FY17

Buy Hold Sell
Buy Hold Sell Livewire

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


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


Four ASX100 stocks to buy in March

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


Sunset Strip > Trading Day Wrap From Blue Ocean 20170303

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market fell on the open and then recovered some losses to give up substantial part of yesterday’s gains. Markets are working through the implications of increased fiscal spending without spending cuts…likely to drive inflation higher and force US Fed to move faster than expected. US Fed rate hike March... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170302

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market jumped on the open and then traded sideways due to better commodity prices and strong global sentiment. Resources, Health Care and Banks drove the market higher while Telecommunication Services was the only negative sector. Investors continue to move from small caps to large caps and yield bond proxies... Show More

Four stocks we're happy to buy today

Morgans Financial Limited

Throughout reporting season we will highlight companies we are happy to buy following our assessment of results. Here are our four of our top picks from results this week: Inghams, South32 Limited, Bapcor Limited, and Magellan Financial Group Limited. Show More

ASX:MFG ASX:S32 asx:bap February 2017 Reporting Season ASX:ING

South32 Half Year Result - S32 profits heading north thanks to higher commodity prices

CommSec Online Stockbroker

South32 Ltd (S32) reported a stronger than expected half year underlying profit of US$479 million compared to market estimates of $352 million. The result was helped by the recent lift in base commodity prices and steady demand. Two of the company’s main resources, manganese and metallurgical coal prices, nearly tripled... Show More

South 32, Telstra, Tatts Group and Star Entertainment Group - First Impressions from reporting

Bell Potter
Bell Potter Stockbroker

South 32: Reported Net profit US$620m as compared to net loss US$1.75bn in pcp (which included impairment charges US$1.7bn) | Underlying EBITDA up 96% to US$1064m, EBITDA margin 36.7%. (Higher prices for the majority commodities offset lower volumes, giving rise to an increase in sales revenue of US$240m | Operating... Show More

ASX:TTS ASX:TLS Longform ASX:S32 ASX:SGR February 2017 Reporting Season

Four points to note as resources rally on the ASX

Michael Collins
Michael Collins Schroders

Little more than a year ago, the Schroders Australian Equities team were struck by how far material stocks had fallen as a proportion of the ASX's market cap. Even allowing for the fact that commodity prices and, in turn, minerals producers’ earnings oscillate, they thought valuation support justified a significant... Show More


The Best Profit Prospect for the ASX In Years

Rudi Filapek-Vandyck

The somewhat lackadaisical market sentiment leading into the February reporting season stands in sharp contrast with the hefty profit upgrades by analysts over the past four months. Depending on whose numbers we take as guidance, average profit growth (EPS) for the Australian share market this financial year increased over that... Show More