ASX:SCG

How to win Monopoly in 3 easy steps

Livewire Exclusive

Monopoly is the ultimate real estate game, but it also has some important lessons for real life property investors. In Monopoly, there are three things that determine which squares are the best to own: 1) The likelihood of players landing on them, 2) The ‘price to earnings’ ratio i.e. how... Show More

retail real estate ASX:SCG Livewire Live 2018

Two standout presentations from Livewire Live

Patrick Poke

This year’s Livewire Live wrapped up last night, and as with the previous three events, there were some amazing insights and lessons for all investors, regardless of experience. All the presenters and panellists had interesting things to say, but for me, there were two standouts. The first of these I... Show More

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Key themes and takeaways from AREIT reporting season

Mark  Mazzarella

It was a solid reporting season for the AREIT sector. In this wire, we review the performance, pull out the key themes to emerge, and identify ten specific takeaways from the retail, office and industrial sectors. Show More

When Armageddon creates opportunity

Michael  Doble

The retail sector faces Armageddon! Amazon’s arrival is killing lazy, inept local outfits, and online retail sales are booming. It’s just a matter of time before the tumbleweed rolls down the empty corridors of your local shopping centre... Show More

areits ASX:SCG Easter Eggs

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Croquettes and Duck Confit for Westfield

Hugh Dive

This morning European property company Unibail-Rodamco announced that it had entered into an agreement to acquire Westfield (WFD) to create a global developer and operator of flagship shopping centres in the US, UK, the Netherland and France. This deal values WFD at A$33 billion, or at a price earning multiple... Show More

ASX:WFD ASX:SCG

Is there more in store for investors in 2018?

BT Investment Management

BT Investment Management’s Crispin Murray, Vimal Gor, Peter Davidson and Ashley Pittard provide a summary of the key drivers of investment markets in 2017 and share their thoughts on the prospects for each asset class in 2018. Show More

What Mattered Today: Property - what crash?

James Gerrish

Finally, a day that saw the market close near the highs of the session and importantly, above the 6000 mark for the first time in around 12 days. Some good buying in the unloved REIT sector following speculation of a deal for Westfield which went into a trading halt early... Show More

ASX:ANZ ASX:WFD ASX:SCG

Livewire Christmas Cracker #2: Weed out the false narrative

Livewire Exclusive

In our new 'Christmas Cracker' series, each morning through to Christmas we will bring you a top insight from one of our contributors. These will be diverse and could be a macro call, sector view, stock idea, or even some useful tech. Today's insight is from Jason Teh, Chief Investment... Show More

ASX:WRT ASX:SCG christmas crackers

Scentre Group sell-off reveals the opportunity in index money

Michael  Doble

Imagine it. Your fund manager has just sold a stock that on almost every measure, from valuation and consensus to intuition and common sense, looks cheap. Why aren’t they buying rather than selling? Show More

ASX:APD ASX:SCG

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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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Buy Hold Sell: Winners & Losers from Rising Rates

Buy Hold Sell

In this episode of Buy Hold Sell the panel discuss a selection of rate sensitive stocks including Transurban, Scentre Group, CBA and Suncorp. What we learn is that both fund managers have some clear views on the winners and losers should rates head higher. Show More

ASX:CBA ASX:SUN ASX:TCL ASX:SCG

Are the supermarkets a better bet than their landlords?

James Gerrish

Both areas of the market offer reasonable yields, the Supermarkets are fully franked, the landlords aren’t however the main question should be around earnings and importantly, the outlook for those earnings over the foreseeable future. Show More

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

So how much risk are you taking?

Vince Pezzullo

Markets have a tendency to move between states of fearing the future where there is no justification for being in markets (usually coincides with market bottoms), to believing that risk is easily measured and controlled whereby the fear of missing out is all encompassing (correlations with a market top is... Show More

Killing me softly with retail

Pat Barrett

The retail sector has been impacted by a combination of cyclical and anticipated structural issues. Cyclically, retail sales have been under pressure due to higher living expenses (higher debt costs and utilities) which have grown faster than wages. Structurally the market is anticipating much weaker conditions given the arrival of... Show More

ASX:IOF ASX:SCG ASX:VCX

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Half Year Report Card for Australian Equities

Hugh Dive

The last six months have been stressful for Australian equity investors, despite the calm suggested by the ASX200 delivering a total return of +3.2% (capital appreciation plus dividends). December’s Santa Claus rally/Trump reflation tradewent a bit sour in January, similar to the feeling given by excessive consumption of four litre... Show More

ASX:BSL ASX:QBE ASX:SCG ASX:VCX

Winners, losers and naysayers in FY17

BT Investment Management

There were clear winners and losers in 2016/17, both at an asset class and investment-specific level. Share investments were the place to be but badly timing when to buy and sell could have resulted in very different outcomes. Trump, Brexit, Frexit, Nexit and no exit (in the case of Italy’s... Show More

The Only Australian Value REIT

Nicholas Sproats

Heather Ridout (Australian Super Chairperson) has been banging the table on gender diversity at the board level of Australian companies, and right she should. Only 22% of Australia’s top 200 listed companies have women on their board – not a majority, not the Chair, just at least one – and... Show More

If you're tired of volatility buy REITs!

Pat Barrett

...sure, there's no +13% returns on results day like NIB Holdings, but there's also none of the wild swings we've seen with Worley Parsons, or the -36% MTD falls for software group CSG. The REIT results display reliable income growth due to the contractual nature of the rental income. REITs... Show More

Caltex Australia, Oil Search, Scentre Group and FlexiGroup - First Impressions from reporting

Bell Potter

Caltex Australia (CTX): Lytton EBIT of A$205m as compared to $406m pcp-slightly ahead of pre-guidance and our estimate of A$200m) Full year sales from production increased 14% to 6.2 BL | S&M EBIT up 5.6% to A$709m ahead of guidance (A$700m)- Excluding unfavourable externalities of $29 million, Supply and Marketing... Show More

ASX:CTX ASX:FXL ASX:OSH Longform ASX:SCG February 2017 Reporting Season