ASX:SRX

10 predictions for equities in FY19

Chris Stott

Around 12 months ago, I shared my 10 predictions for FY18. These included a peak for the housing market, struggling retail stocks, and global macroeconomic strength. It was great to see that a lot of these predictions proved true. With FY18 now over, Livewire have asked for my predictions for... Show More

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What Mattered Today: Trump Rules!

James Gerrish

Aussie stocks bucked the overnight selloff in the US helped somewhat by Trumps State of the Union address which was long on patriotism, shorter on protectionism than some feared and full of classic Trump one liners…”Over the last year, the world has seen what we always knew: that no people... Show More

Morgans reporting season candidates for surprise or disappointment

Andrew Tang

FY17 reporting season kicks off in earnest mid-August and according to the latest IBES consensus earnings estimates, EPS growth for the S&P/ASX200 is forecast at 13% in FY17, slightly down from 13.6% at the end of 1H17. Pleasingly this would still mark the end of the earnings recession after two... 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 2017022519

Mathan Somasundaram

Local market was hit again on the open before making another climb out of the lows of the day as global optimism on US fiscal upside unwinds. Market on stretched valuation was relying on optimism…now it ran into reality of the political risk….we have moved from “Trump Bump” to “Trump... Show More

Japan is back!

Alex Moffatt

Good morning, the price action in stock markets around the globe yesterday should remind us just how jittery investors are and how quickly the herd will run for the exit which is inevitably small and so magnifies the problem. It looks like Mr Trump is going to continue to use... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170518

Mathan Somasundaram

Local market was smacked on US political woes leading to US fiscal reform delays. Market on stretched valuation was relying on optimism…now it ran into reality of the political risk. There should be no real surprises here…stretched market on too much optimism with very low level of risk priced in…reality... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170424

Mathan Somasundaram

Local market popped on the open with French election result before sliding to close a slight positive day. The French elections goes to stage 2 as both major parties miss out…Le Pen faces Macron in final round of French presidential election…market remains positive that EU will survive on the back... Show More

Reporting preview for 13 healthcare stocks

Morgans Financial Limited

The healthcare sector has underperformed the broader market recently, but the fundamentals driving the sector remain the same. In the video below I discuss the healthcare stocks under Morgans coverage and provide a brief summary of our expectations leading into the 1H17 reporting season. Companies discussed include: ResMed, Cochlear, Sirtex... Show More

Alarm Bells Ringing – How to navigate a results season punctuated by profit warnings

Marcus Padley

OzForex (OFX) and GBST (GBT) have both had profit warnings - both are down 19% in a day. Aconex (ACX) fell 45% in a day on a profit warning earlier the same week. It is a $1.1bn stock (was $2bn). The alarm bells are ringing. In the same week, we... Show More