Large Caps

Latest news and analysis on Large Caps

The sky is not falling, but storm clouds are brewing

The sky is not falling was the message in September 2017. Our message was that the overall market did not show excessive valuations, which generally is a precursor to...
Jason Teh
Vertium Asset Management

Where to find opportunities in large companies

There is so much confusion about the stocks in the ASX’s large-caps index, the ASX 50. Some investors see them as ‘blue-chips’ by virtue of their size and longevity,...
AGL
AMC
+46
Clime Investment Management
Clime Investment Management
Clime Investment Management

Telstra's Trump moment

Prior to Telstra's FY17 result, media articles abounded speculating the company was going to announce the securitisation of its recurring NBN payments. The media cited...
TLS
Daniel Mueller
Daniel Mueller
Vertium Asset Management

Vicinity Centres board embarks on share buy-back

VCX
Andrew Stanley
Andrew Stanley
Ralton Asset Management Limited

Nufarm sows seeds for future growth

NUF
Andrew Stanley
Andrew Stanley
Ralton Asset Management Limited

Is Woolworths regaining its mojo?

Woolworths “is a wonderful organisation, with enormous upside.” This was the first thing former CEO Grant O’Brien said about Woolworths in his inaugural address to the...
Daniel Mueller
Daniel Mueller
Vertium Asset Management

Bond yield decline drives Macquarie Atlas Roads shares

Andrew Stanley
Andrew Stanley
Ralton Asset Management Limited

AI delivers Computershare efficiencies

Andrew Stanley
Andrew Stanley
Ralton Asset Management Limited

Costa increases profit guidance

Andrew Stanley
Andrew Stanley
Ralton Asset Management Limited

Aristocrat upgrades profit growth

Andrew Stanley
Andrew Stanley
Ralton Asset Management Limited

Japara takes care of Australia's ageing population

Andrew Stanley
Andrew Stanley
Ralton Asset Management Limited

Caltex well capitalised to acquire, invest

Andrew Stanley
Andrew Stanley
Ralton Asset Management Limited

AGL benefits as power prices rise

Andrew Stanley
Andrew Stanley
Ralton Asset Management Limited

Investment foresight lifts CSL profit

Andrew Stanley
Andrew Stanley
Ralton Asset Management Limited

New Origin CEO plans asset IPO

ORG
Andrew Stanley
Andrew Stanley
Ralton Asset Management Limited

The best time to switch to value

Marcus Tuck
Marcus Tuck
Mason Stevens

Emerging opportunities in large-caps

AMC
BXB
+8
Clime Investment Management
Clime Investment Management
Clime Investment Management

Market Manager | Small caps back on the menu at discount prices

ALU
+24
Mathan Somasundaram
Deep Data Analytics

Real success in US for Orora

ORA
Andrew Stanley
Andrew Stanley
Ralton Asset Management Limited

What's hot this reporting season

Clime Investment Management
Clime Investment Management
Clime Investment Management
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