James Nicolaou

James Nicolaou

Australian inbound tourism data for July 2016 has just been released, and shows some positive trends, including: Total inbound for July 2016 at 716k (+14.1% pcp); 12 Months to July 2016 at 7.94m (+10.6% pcp v 10.0% at end June 2016); Leisure 12 months to July 2016 at 6.0m (+14.8%... Show More

James Nicolaou

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

James Nicolaou

Australians are increasingly taking vacations at home rather than flying overseas, as highlighted by recent data showing international net departures were down 20% on-year in September. Also, Chinese tourist arrivals rose 23% in September, helping to fill hotel rooms that might otherwise have remained empty, fill cinemas, cruise ships &... Show More

James Nicolaou

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

James Nicolaou

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