ASX:SGM

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

Sunset Strip > Trading Day Wrap From Blue Ocean 20170628

Mathan Somasundaram

Local market started positive and maintained the pace with better commodities and higher rates outlook. US market remains the overhang and NASDAQ falls to the 50 day MA for the third time since US elections…last time NASDAQ broke 100 day MA, we had the high PE growth sell off…local investors... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170303

Mathan Somasundaram

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

Mining dominates ASX200 leader board

Alex Cowie

Mining, and mining related companies, completely dominate the list of the best performing ASX200 stocks over the last twelve months (Click below for table). And with US rates surging again on last night’s Fed decision, the push to value continues. In last week’s Buy Hold Sell, we hosted Value investing... Show More

Daily AGM Note, Wednesday 9 November 2016

Avatar fallback

A big AGM day for All the Majors, with Computershare, Commonwealth Bank, Flight Centre, Fortescue Metals and Medibank Private all holding AGMs today. While the daily AGM note will be updated through the day, results are already in for some of these companies. Outside the ASX 100, Sims Metal Management's... Show More

One IPO that caught our attention

Eley Griffiths Group

We participated in the $918m IPO of Reliance World Corporation (RWC) at 21x FY17 PE. RWC designs and manufactures ‘behind-the-wall’ plumbing fixtures in Australia, US, Canada and increasingly in Europe. The business has its origins in Australia where it predominantly served the wholesale/OEM channel (e.g. Reece, Tradelink). RWC enjoyed a... Show More

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Daily AGM Note 12 November 2015 - a first strike at Zeus Resources

Avatar fallback

A big day for All the Majors AGMs and while the ASX 100 AGMs appear to be fine, some smaller AGM results are interesting - Comet Resources Limited, Rubicor Group, Regis Resources, Novogen and Emerchants Limited. Emerchants vote of interest is on the ASX Listing Rule 7.1A resolution for an... Show More

Week ahead in AGMs: 9-13 November 2015

Avatar fallback

This is the first of the three big AGM weeks. AGMs next week include Recall Holdings, Asciano, Bendigo and Adelaide Bank, Aurizon Holdings, Ramsay Health Care, Wesfarmers, Mirvac, Lend Lease. Details on these AGMs and more in the Week Ahead in AGMs note for next week https://subscriber.theexecutiveremunerationreporter.com.au/archives/13276 Show More

Reporting season wrap

Perpetual Limited

Paul Skamvougeras, Perpetual’s Head of Equities, provides you with his insights into FY15 full year reporting season. Paul shares his views on a weaker, below market expectation reporting season outcome that was dominated by volatility and how company results played out for Perpetual’s holdings and the broader market. Paul also... Show More

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Sims Metal Managment (SGM) - FY15 result consistent with our expectations

Bell Potter

The key takeaway from the SGM results was the resilient margin performance in the face of severe scrap market conditions. “Pull forward” sales systems helping to minimise open inventory risks. Highlights the leverage upside as volumes recover. Whilst not immune to current unprecedented scrap market events (China and Europe), we... Show More

reporting season bell potter ASX:SGM