Large 2141 wam social icons rgb 03

Wilson Asset Management

Wilson Asset Management is a boutique investment manager established in 1997 by Geoff Wilson and is based in Sydney. Wilson Asset Management is the Investment Manager of three listed investment companies, WAM Capital Ltd (WAM), WAM Leaders Ltd (WLE), WAM Research Ltd (WAX), WAM Active Ltd (WAA) with assets under management of over $2 billion. To invest in each of these companies, simply buy the relevant company's shares through a stockbroker, wrap or platform. The shares are listed on the Australian Securities Exchange under the codes WAM, WLE, WAX and WAA. Visit our website www.wamfunds.com.au for more information.

Wilson Asset Management

ResMed result a breath of fresh air

On Wednesday, sleep apnoea treatment manufacturer ResMed (ASX: RMD) revealed strong second quarter results including a 17% increase in revenue compared to the same period of the prior year. In announcing the results, ResMed chief executive Mick Farrell said the company was well positioned to adapt to the Trump administration’s... Show More

Wilson Asset Management

10 predictions for equities in 2017 - Part Two

With half yearly reporting commencing next week, it is pertinent to consider the outlook for the share market this year. In a two-part article, I consider the factors that will influence the share market in the year ahead and provide Wilson Asset Management’s predictions for Australian equities in 2017. If... Show More

Wilson Asset Management

Integrated's positive diagnosis

Also on Wednesday, software diagnostics company Integrated Research Limited (ASX: IRI) released first-half FY17 earnings guidance. For the six-month period, the company said it expects to report revenue between $42.3 million and $44.0 million, up from the $39.4 million the previous year. The company advised the market that it expects... Show More

Wilson Asset Management

Lay by working for Afterpay

On Wednesday, online credit service company Afterpay Holdings Limited (ASX: AFY) provided a business update for the quarter ended 31 December 2016. Afterpay reported retail sales of over $100 million for Q2 FY17, up over 145% from the previous quarter. The company said it has continued to experience strong growth... Show More

Wilson Asset Management

Ardent: Getting ready for the main event

Last Friday, Ardent Leisure Group (ASX: AAD) provided a trading update for its Dreamworld and Main Event businesses. Despite seeing attendance numbers increase steadily since re-opening on 10 December 2016, Dreamworld’s unaudited revenue fell 63.0% to $3.66 million, versus $9.89 million recorded in December 2015. As we discussed at our... Show More

Join the conversation
Wilson Asset Management

Orora registers an acquisition

On Thursday, packaging company Orora Limited (ASX: ORA) announced it had signed a definitive agreement to acquire The Register Print Group for US$44 million (approximately AUD$59 million). Register Print is a full-service provider of point-of-purchase retail display products and sells to blue-chip retailers and brand owners in the US. In... Show More

Wilson Asset Management

Wilson Asset Management Investor Presentation - November 2016

We are pleased to bring you the Wilson Asset Management investor presentation live from Sydney. The live stream of the presentation is due to commence on Wednesday the 23rd of November at 11am. The Wilson Asset Management investment team will provide an overview of the market, highlight interesting industry trends... Show More

Wilson Asset Management

Future vintages look great for TWE

On Tuesday, winemaker Treasury Wine Estates (ASX: TWE) provided an update at the Company’s Annual General Meeting (AGM). TWE announced it will deliver at least $100 million in cost of goods sold (COGS) savings – up from previously announced $80 million by FY20. The company also expects cash synergies from... Show More

Wilson Asset Management

PMP printing money

On Friday, commercial printing company PMP Limited (ASX: PMP) announced it will merge with privately owned print and digital services provider IPMG Group. PMP Limited will acquire 100% of IPMG and issue new PMP shares to existing IPMG shareholders. Combined, IPMG shareholders will then hold a maximum 37% interest in... Show More

Wilson Asset Management

Nearmap maps growth for the future

On Tuesday, aerial mapping business Nearmap Limited (ASX: NEA) announced its first quarter FY17 trading update, showing continued revenue growth in both its Australia and US businesses. Quarterly subscription revenue growth was up 39% to $9.2 million, with the Australian operation reporting organic revenue growth of 32%. The company has... Show More

Wilson Asset Management

There’s value emerging in the banks

Matt Haupt from Wilson Asset Management shares his view on the banks following the recent inquiry into the sector. Haupt says the only new information of any significance was with respect to how banks are setting interest rates. "The bank CEOs have performed very well in my opinion. They got... Show More

Wilson Asset Management

Merger of the managers

On Tuesday, Henderson Group (ASX: HGG) announced its intention to merge with US-based Janus Capital Group in a reverse takeover. Each share of Janus will be exchanged for 4.719 newly issued shares in Henderson. The combined group Janus Henderson Global Investors will have assets under management of more than US$320... Show More

Wilson Asset Management

Hitachi consumes Bradken

On Monday, mining services company Bradken Limited (ASX: BKN) announced it had entered into an implementation agreement with Japanese construction company Hitachi Construction Machinery Company Limited. Hitachi has agreed to make an all cash off-market takeover for Bradken for $3.25 per share. Bradken is likely to benefit from its cost... Show More

Wilson Asset Management

Five small and mid-cap dividend payers

Amid concerns about the “Big Four” banks’ dividend outlook and as BHP Billiton and Rio Tinto slash their dividends, many investors may now be turning their attention to small and mid-cap companies in their hunt for yield. As smaller companies are often growing at a faster rate than their large-cap... Show More

Wilson Asset Management

Premier posts premier result

On Thursday, Premier Investments (ASX: PMV) announced its full year results. Premier's underlying earnings before interest and tax (EBIT) was up 26.1% on the year prior to $133.3 million. The continued rollout of Smiggle stationery stores presents a large opportunity globally and we believe Premier Chairman Soloman Lew and Premier... Show More

Wilson Asset Management

Helloworld to fly into the sky

In our view, travel franchise business Helloworld Limited (ASX: HLO) provided one of the most positive results of the recent reporting season, announcing earnings before interest, tax and depreciation of $25.3 million. An unloved stock over the last few years, the company has been a perennial underachiever with declining earnings.... Show More

Join the conversation

No comments.