Shares in retail real estate investment trust (REIT), Vicinity Centres (ASX:VCX), rallied in July, supported by an upward revaluation of its property portfolio and the announcement of a share buy-back. Show More
SMAs
Shares in toll road asset manager, Macquarie Atlas Roads (ASX:MQA), performed strongly during May. Show More
Designer and manufacturer of respiratory equipment, Fisher & Paykel Healthcare (ASX:FPH) posted a strong profit result for the FY17 financial year, including a near 20% growth in profit to shareholders, which was well received by investors. These profit figures were somewhat dampened by unusually high legal costs, as Fisher &... Show More
Boral shares (ASX:BLD) rose again last month as investors continue to focus on the fundamentals of the US-based Headwaters acquisition. Show More
Caltex has undergone considerable structural change in recent years, with the business shifting from being a capital-intensive refiner, toward a more capital-light operation, focused on fuel retail and marketing, together with a significant operation in fuel distribution. Show More
A rise in electricity prices has been the main driver of AGL's share price with the 'forward curve' for electricity prices rising 30% or more in recent months for most Australian states. This has been driven by expectations of a tight market for electricity as Hazelwood power station is closed. Show More
Energy company, Origin Energy (ASX:ORG), added value in January, with the stock up 73% from its level a year ago. We see several drivers for the recent outperformance, including: Show More