The Reserve Bank of Australia has cut the official cash rate to an unprecedented 1.5% to maintain downward pressure on the currency and spur sluggish inflation and business investment. As was forecast by most analysts, the board lowered the cash rate by 0.25 of a percentage point from 1.75% on... Show More
3 things you should read to close this historic day for the mighty CATAPULT (ASX. CAT): Show More
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
Since we initiated coverage early this month, the stock has jumped ~14%. The company has a diverse range of capabilities aimed at delivering complete (end-to-end) IT solutions for clients in order for them to reach their business objectives. EPD is a high growth stock and we expect the company to... Show More
Mantra Group (MTR) Another property joins the MTR stable→ Post being added to the ASX200 index, MTR has been a strong out-performer in a volatile market. MTR confirmed late last week, that it has further increased its footprint on the Brisbane market having acquired the Management and Letting Rights for... Show More
The short positions across the 4 major banks has been rising. In particular, CBA has accumulated significant short positions over the past two months with A$2.0bn outstanding, up from a low of A$0.7bn in May. Keeping in mind, retail investors still have ~2 weeks to decide whether to apply for... Show More
VRL look set to deliver a solid FY15 on 21/8/15. One of the main drivers for this resurgence has been the influx of Chinese tourists coming in their droves taking advantage of a Falling A$. Chinese outbound travel continues to grow rapidly, with the number of overseas trips taken surpassing... Show More
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
Quant Strategy Portfolio - April update - Managing short term macro risk. Strategy outlook: We are adjusting the balance through diversification in order to reduce market risk. Current model portfolio: Energy - large (STO, WPL); Materials - large (AMC, BHP), mid (ORA); Commercial & Professional Services - mid (CCP, SEK);... Show More
Sunset Strip (Afternoon Report) - Aussie market held flat despite the bank/budget scare stories and China/Euro worry. It may have something to do with today being the last day of the month before big two days of US/China macro data...or maybe not. Despite being positive long term, we turned negative... Show More