James Gerrish

The market was bid up strongly early on today however weakness crept in throughout Asia and we saw the local index tickle up against key resistance just above 6000 for the ASX 200. It simply feels like the current momentum in the mkt simply isn’t strong enough to see it... Show More

Hamish Carlisle

When Merlon was established in 2010 and we first formally reviewed Telstra, the stock was trading at $2.64. The top down (and perhaps consensus) view at that time was that the company faced enormous structural challenges stemming from the ongoing decline in fixed line voice services, intense competition in mobile... Show More

Mathan Somasundaram

Aussie market started negative on global sentiment and then ran into global investor selling after employment data directly from the “Never Never Land”. ABS announced that Australia created over 70,000 new jobs while consensus expectations were for a loss of 10,000 jobs. The market is going to remain volatile till... Show More

Mathan Somasundaram

Aussie market started very negative with global sentiment before bouncing back to recover half the day’s loss and then sliding slightly further negative as the optimism waned. History tells us that in recent terror threat have not delivered a prolonged negative sentiment. We expect the current event to follow the... Show More