ASX:SPO

Mathan Somasundaram

Local market closed slightly lower as resources weighed on the market struggling with low sentiment. Market was dragged into the negative territory by Miners, Property Trusts and TLS. US Fed speeches later this week…including one from Yellen…will be looked upon to set the tone for global markets…but likely to deliver... Show More

Mathan Somasundaram

Local market recovered some losses from morning selloff despite US presidential speech delivering very little detail to the slogans. Resources and Consumer Discretionary drove the market down while Utilities and Financials delivered some support. New month and more question than answers on US fiscal outlook. The speech that was supposed... Show More

Mathan Somasundaram

Local market ran into more profit taking ahead of the State of Union address by the US president and the US GDP update on the last day of the month as well as the last substantial reporting season date. Miners and ET related selling in Gold equities drove the market... Show More

Bell Potter

Spotless Group Holdings (SPO): Reported net loss $358m- includes $391.1m of exceptional items (after tax) primarily relating to the contract portfolio restructure | Contract renewal rates improved to continue to hold at 95% by number and 72% by annual value. New contract wins also increased during the period to... Show More

Livewire Exclusive

Sam Ferraro from independent research firm Evidente has developed a model for identifying stocks that provide a high degree of earnings certainty. He believes that against a backdrop of ultra low interest rates and low growth it will be companies that offer investors a high level of confidence around their... Show More

Marcus Bogdan, CIO Asia Pacific

A key highlight during the quarter was the opportunity to travel to the UK and France. The purpose of our trip was principally to glean greater insight into the five industry themes of Energy, Health care, Resources, REITS and Supermarkets. This included a two-day briefing by Ramsay Health Care (ASX:RHC),... Show More