ASX:SYD

See what The CEO's thought of the US Economy, Tourism & Travel and Commodities this week

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC, ASX: NSC

“There are 4.8 million Airbnb users in Australia and 122,500 active listings, an increase of 40 per cent over last year” Joe Gebbia, Co-founder, Airbnb Show More

ASX:CCL ASX:SYD ASX:WES ASX:WOW ASX:ALQ ASX:NAC ASX:CTN ASX: A2M ASX:NCC

High-yield bonds and investment-grade bonds: How to balance them

Elizabeth Moran

High yield bonds are tempting but come with greater chances something could go wrong. This wire gives some tips in getting the balance right between high yield and investment grade, and displays a sample portfolio for both strategies. Show More

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Where to find opportunities in large companies

Clime Asset Management
Clime Asset Management Funds Management & Stock Research

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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Here's what we learned from leading CEOs this week

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC, ASX: NSC

As part of the NAOS investment process, we pay particular attention to the comments made by company CEO’s and business leaders in order to gain a greater understanding of the current investment environment and key trends that may be emerging. Below are quotes from the week which in our view... Show More

ASX:CCL ASX:GEM ASX:SYD ASX:WOW asx:bap ASX:SGR ASX:NAC ASX:BGA ASX:NCC

First Impressions from Reporting

Bell Potter
Bell Potter Stockbroker

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including BHP Billiton (BHP), Amcor (AMC), Sydney Airport (SYD), Oil Search (OSH), and Inghams (ING) with links through to more detailed reports. Show More

ASX:AMC ASX:BHP ASX:OSH ASX:SYD ASX:ING

Sydney Airport Half Year Result: Sydney Airport shares surge on lift in distribution guidance

CommSec
CommSec Online Stockbroker

Sydney Airport (SYD) reported a lift in its half year revenue, profit and dividend while raising its distribution guidance to shareholders for FY17. Show More

sydney airport ASX:SYD ASX;SYD Steven Daghlian August 2017 Reporting Season

Here's what we learned from leading CEOs this week

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC, ASX: NSC

As part of the NAOS investment process, we pay particular attention to the comments made by company CEO’s and business leaders in order to gain a greater understanding of the current investment environment and key trends that may be emerging. Below are quotes from the week which in our view... Show More

ASX:MYR ASX:SGP ASX:SYD ASX:MPL ASX:NAC ASX:NCC ASX:WLD

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Is it time to sell the bond proxies?

Clime Asset Management
Clime Asset Management Funds Management & Stock Research

One of the strongest and most predictable relationships in global equity markets over the last few years is that of bond yields and so-called ‘bond proxies’. As the name suggests, a bond proxy is a stock that is held in place of fixed interest securities, primarily for yield. They are... Show More

ASX:DXS ASX:SYD ASX:TCL

Here's what we learned from leading CEOs this week

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC, ASX: NSC

“Amazon will have a huge effect on Woolworths and Coles. All of us in the fresh food retail business will have to be very much more focused” Cathy Harris, Chairwoman, Harris Farm Markets Show More

amazon ASX:DXS ASX:HVN ASX:MYR ASX:SYD ASX:AGL

Nothing defensive in 'expensive defensives'

Livewire Exclusive

Returning from the Berkshire Hathaway AGM, Nathan Bell and the team from Peters MacGregor, took the opportunity to take the pulse of the US markets. Reporting on their findings, in this short interview he tells us that the expensive defensives, such as McDonalds, are we he sees the biggest risks.... Show More

mcdonalds ASX:SYD ASX:TCL NASDAQ:TSLA NYSE:MCD

Faded Blue Chips

Hugh Dive
Hugh Dive Atlas Funds Management

Seemingly solid and financially stable companies are not always as strong and permanent as they may appear. In this week’s piece, we are going to look at blue chips on the ASX over the last quarter century that blew up, the factors that caused them to decline and some thoughts... Show More

ASX:APA ASX:SYD ASX:TCL

Buy Hold Sell Live: 6 stocks making headlines

Buy Hold Sell
Buy Hold Sell Livewire

At the inaugural Buy Hold Sell Live event, we dialled up the ‘intellectual horsepower’ and heard from three leading Australian fund managers; Geoff Wilson from Wilson Asset Management, Steve Johnson from Forager Funds, and John Murray from Perennial Value Management. Find out which stocks have been making headlines for the... Show More

Quality Is Making A Come-Back

Rudi Filapek-Vandyck

Look closely, and investors will see that quality stocks are making a comeback after being left by the wayside in the Trump-inspired reflation trade last year. CSL is trading around $128. Ramsay Health Care is back around $70. Amcor is well above $15, and InvoCare is approaching its all-time high... Show More

10 key themes and 29 ways to play them

Morgans Financial Limited

Equity markets remain at the mercy of abnormal macroeconomic conditions such as unconventional central bank interest rate settings and heightened political uncertainty. Making bold portfolio decisions amid such uncertain conditions is a difficult and potentially hazardous exercise; hence our cautious Asset Allocation settings. Despite these challenges, we think that enduring... Show More

Buy Hold Sell: The Dividend Dilemma - TCL, SYD, SGP + more

Buy Hold Sell
Buy Hold Sell Livewire

It’s no secret that investors are wary about the implications of rising interest rates on the so-called ‘Bond Proxies’. Stocks like Transurban, Sydney Airports and the A-REITs have delivered stellar returns in a falling rate environment. However, with the consensus view suggesting that interest rates have now bottomed the ‘Bond... Show More

buy hold sell ASX:SGP ASX:SYD ASX:TLS ASX:TCL ASX:WBC

Sydney Airport Full Year Result - SYD's greater spend delivers more income & passengers

CommSec
CommSec Online Stockbroker

Sydney Airport has reported a strong set of full year results and record passenger numbers for the 2016 financial year: Show More

sydney airport ASX:SYD Juliana Roadley February 2017 Reporting Season

Goodman Group, Mirvac, Sydney Airport, Origin Energy - First Impressions from reporting

Bell Potter
Bell Potter Stockbroker

Goodman Group: Net tangible assets (NTA) per security increased 3% to $4.24 (current price $7.22) | Total assets under management of $34.8 b, external assets under management increased to $30.1bn | Development WIP at $3.5 billion across 81 projects in 14 countries | Property fundamentals remain robust : Occupancy maintained... Show More

ASX:GMG ASX:MGR ASX:ORG ASX:SYD Longform February 2017 Reporting Season

The Best Profit Prospect for the ASX In Years

Rudi Filapek-Vandyck

The somewhat lackadaisical market sentiment leading into the February reporting season stands in sharp contrast with the hefty profit upgrades by analysts over the past four months. Depending on whose numbers we take as guidance, average profit growth (EPS) for the Australian share market this financial year increased over that... Show More

Making money in 2017

Buy Hold Sell
Buy Hold Sell Livewire

Globally, the backdrop in 2017 is being dominated by politics as the world focuses on an erratic and inexperienced new US President. Closer to home, attention has turned to reporting season, where results are already beginning to flow through. Expectations for earnings growth are high among resources stocks following a... Show More

Finding the long shots on equity markets

Martin Conlon
Martin Conlon Schroders

Outlook commentaries at the outset of 2016 were noticeably devoid of cheerleaders for the eventual winners, while prior year winners had plenty of fans. The same could happen again in 2017 because beta, Sortino ratios, implied volatility and catalysts still seem to be dominating the simpler questions concerning how a... Show More

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