baillieuholst

James Nicolaou

Aussie Economic data just out showed 4Qtr GDP grew +0.6% on Qtr vs Consensus expectations of +0.4%.... Basically meaning their is no rate cuts coming anytime soon with the strong domestic numbers. Equity markets remain a great place to derive income from. GO Australia, Cheers JN Show More

James Nicolaou

VRL look set to deliver a solid FY15 on 21/8/15. One of the main drivers for this resurgence has been the influx of Chinese tourists coming in their droves taking advantage of a Falling A$. Chinese outbound travel continues to grow rapidly, with the number of overseas trips taken surpassing... Show More

Mathan Somasundaram

Aussie market maintained the volatility as it recovered part of yesterday’s sell off on positive global sentiment despite falling commodity prices and institutional investors taking risk off before school holidays. Turnover was just below $6.3b. US market hovers around the technical support level with fear and greed index remaining in... Show More

Mathan Somasundaram

Sunset Strip (Afternoon Report) - Aussie market pulled back violently after once again struggling to break the S&P 300 target of 5500 on China and Euro worry. Mixed US corporate/macro updates, rising Ukraine risk, China growth risk, Bank dividend cycle sell off, Stretched valuation and institutional investors coming back after... Show More

Mathan Somasundaram

Sunset Strip (Afternoon Report) - Aussie market held up flat despite negative global sentiment with Ukraine, China and US Earnings. Despite being positive long term, we turned negative on Apr 11th morning due to US reporting season risk, China growth worries, Ukraine/Russian standoff, AUDUSD at the peak level we expected... Show More

Mathan Somasundaram

Woolworths Ltd (WOW) - Bringing WOW back to retail...maintain Quant Buy ($40)published March 2013....not much has changed. We maintain the Quant BUY (since July 2012) call on WOW with Quant Target Price (QTP) $40.00 due to its dominant track record of delivering growth, earnings certainty, market share, private labels, cost... Show More

Mathan Somasundaram

Sunset Strip (Afternoon Report) - Aussie market delivered another positive day on the back of big tech (Apple & Facebook) updates after US market despite negative US housing data. Despite being positive long term, we turned negative on Apr 11th morning due to US reporting season risk, China growth worries,... Show More