ASX:TPM

August Reporting Season: The Good, The Bad and The Oddly

Brad Potter

Confession season was eerily quiet leading into reporting season, unlike the noise from the Royal Commission and the incredible events out of Canberra, where another Prime Minister didn’t reach their full term. The global equity backdrop was in a state of flux with the ongoing Trump-induced trade debate/war raging, mixed... Show More

Join the conversation

Preferring catwalk corduroy over the sexy things

Schroders Australia

It has long been difficult to place rationale around valuations in certain areas of the market. While the supermodels get all the spotlights, it’s the cardigan wearing brigade that seem more like a solid investment, allowing scope for many different futures — both good and not so good — without... Show More

See 4 more comments

A good deal for TPG

Justin Braitling

TPG had been looking at a significant earnings cliff in an NBN world, with consensus EPS falling 30% in the next few years before we even consider large mobile losses. With the proposed merger with Vodafone, they fill the earnings hole by capturing an estimated $250million of synergies, which are... Show More

What Mattered Today: TPG ontrack

James Gerrish

Weakness in the commodity complex overnight weighed on the ASX today with the index finishing in the red for the 3rd straight day. Copper the main target overnight and that provided the topic for our AM report this morning. Last night’s fall in Copper was blamed mainly on a stronger... Show More