CBA becoming compelling value as the stock falls out of favour
The central argument of our thesis on CBA has been the stock would lose most of its premium to its major bank peers as ANZ and National Australia Bank derisked and...
SDA potentially a great opportunity for patient investors
The market is littered with the corpses of over-geared, would-be consolidators that grew too fast and didn’t fully integrate acquisitions along the way. You needn’t...
A cyclical stock on its way back up
Emeco leases heavy earthmoving equipment to mining companies and their contractors. It is the largest company of its type in Australia. With mining activity beginning...
Three stand-out results this August
In the final edition of our results coverage, we hear from three contributors about their stand-out results for the period. Responses come from Simon Shields, Monash...
Is Citadel a buy at current prices?
Citadel Group (ASX: CGL) is a leader in the development and delivery of managed service solutions to a range of government departments and private sector businesses....
First Impressions from Reporting: RHC, BLD
In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Ramsay Health Care (RHC) and Boral (BLD)...
Sunset Strip > Trading Day Wrap From Blue Ocean 20170829
Local market fell on the open and then made a slight recovery as North Korean missile test launch through Japanese airspace killed off the weak overnight global market...
First Impressions from Reporting: CTX, SCO, DOW
In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Caltex Australia (CTX), Scottish Pacific...
Sunset Strip > Trading Day Wrap From Blue Ocean 20170828
Local market fell on the open and then traded sideways with weak global sentiment. The commodities remain strong on the back of China optimism…Shanghai index delivered...
First Impressions from Reporting: LLC and SKI
In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Lendlease Group (LLC) and Spark...
1-20 of 67