ASX:SGP

James Gerrish

While I'm yet to observe a popular way for governments to tax the masses, Labor's proposals on franking credits has focussed the attention of one very local and agitated demographic in particular: wealthy retirees with the time and inclination to rile the boffins that have suggested such an impost. Show More

Clime Asset Management

Volatility is the value investor’s best friend and weeks like last week are welcome opportunities, not reasons to panic. For so long quality companies with growth traded above the prices we wanted to pay but last week’s indiscriminate selling knocked their prices down to levels sufficiently below valuations for us... Show More

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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CommSec

One of the country’s biggest developers, Stockland (SGP) posted a larger than expected lift in net profit for the year to June 2017, to $1,195 million. This result benefitted from Australia’s solid property market. Funds from Operations (FFO) – its preferred measure of performance as it adjusts for depreciation and... Show More

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Stockland (SGP), CSL (CSL), Woodside Petroleum (WPL), Computershare (CPU), Origin Energy (ORG), Seek (SEK), Dexus Property Group (DXS), Sonic Healthcare (SHL), Iluka Resources (ILU) and Westfield Corp (WFD) with links through to... Show More

Mathan Somasundaram

Local market made an unconvincing positive day after US market lost steam on the tax reform agenda release. US tax reform agenda was a yawn as expected. It looked like a high school project but with less detail. It was a one pager that stated pre-election slogans with not much... Show More

Bell Potter

A well-constructed portfolio should always have some defensive stocks, which we identify using four investment criteria: 1) Market capitalisation of at least $1.0 billion; 2) The investment arithmetic — price earnings ratios, dividend yields, and so on—must be reasonable compared to the valuations of the overall share market; 3) The... Show More

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

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

CommSec

Stockland’s Residential business achieved 2,853 settlements in the December half up 3% on the previous corresponding period (pcp) and commenced 2017 with a record 5,807 contracts on hand. Strong underlying demand for dwellings remained a feature which contributed to expanding market share. Operating profit for the segment increased by 1.4%... Show More