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21401-21420 of 39251

August 23, 2018 15:00

When beaten up companies change - the changing landscape of Sony Corporation

When Sony’s co-Founder, Akio Morita, passed away in 1999 there was no forewarning of how bad things would become. The company he had built over 50 years had grown to...

Lachlan MacGregor

Alphinity Investment Management

August 23, 2018 15:00

August 23, 2018 14:55

First Impressions from Reporting: STO, FLT, S32, QAN, SGP, AWC and QUB

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Santos, Flight Centre, South32, Qantas...

Bell Potter

Stockbroker

August 23, 2018 14:55

ScoMo, the quintessential dark-horse...

Christopher Joye

Coolabah Capital

August 23, 2018 14:55

August 23, 2018 13:24

Afterpay goes up another gear

APT

David Allingham

Eley Griffiths Group

August 23, 2018 13:24

August 23, 2018 13:08

Webjet: Growth at a compelling valuation

WEB

Naheed Rahman

RaaS Research Group

August 23, 2018 13:08

August 23, 2018 10:45

The income opportunity in Fortescue Metals

I met with the CFO and COO from Fortescue Metals (FMG) this week as they did the rounds following their recent full year results. There were some brief prepared...

FMG

James Gerrish

Market Partners

August 23, 2018 10:45

The housing boom ends, signaling financial turbulence ahead

Roger Montgomery

Montgomery Investment Management

August 23, 2018 10:45

August 23, 2018 10:28

Mortgage default rates are increasing, not decreasing, as implied by RMBS data

Being able to measure and monitor the true level of mortgage delinquencies across an economy is essential for investors and regulators interested in asset pricing and...

Christopher Joye

Coolabah Capital

August 23, 2018 10:28

August 23, 2018 08:17

Should we fear a tidal wave of mortgage resets?

In meeting with clients over recent months, one of the common questions I’ve been asked has concerned the potential “income shock” to be faced by households given the...

Ilan Israelstam

Betashares

August 23, 2018 08:17

August 22, 2018 16:54

Lovisa: it's all about speed and size

LOV

Shane Fitzgerald

Monash Investors

August 22, 2018 16:54

Collections

August 22, 2018 16:19

The hidden risks in markets today

What would you nominate as the most under-appreciated risk in the market today? There seems to have been an endless carousel of macro ‘bogeymen’, yet markets keep...

Livewire Exclusive

Livewire Markets

August 22, 2018 16:19

August 22, 2018 14:18

Why the Aussie dollar is likely to fall further

For the last two calendar years, the Australian dollar has defied our expectations for weakness. But after hitting $US0.81 in January it’s been trending down as US...

Shane Oliver

AMP

August 22, 2018 14:18

August 22, 2018 13:34

First Impressions from Reporting: CAR, LLC, SYD, APA, ING, CCL and ABC

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Carsales.com, Lendlease Group, Sydney...

Bell Potter

Stockbroker

August 22, 2018 13:34

August 22, 2018 13:15

Picking better eggs and baskets

Lawrence Lam

Lumenary Investment Management

August 22, 2018 13:15

Expert Insights

August 22, 2018 08:00

Misplaced fears in defensive assets

Bonds are typically viewed as a defensive component of an investor's portfolio. They tend to perform best when your riskier assets are doing poorly. Stuart Dear,...

Livewire Exclusive

Livewire Markets

August 22, 2018 08:00

Buy Hold Sell

August 22, 2018 06:30

The end of the mining cycle?

Michael Wayne: We don't mind the Australian gold space that was touched upon just then. Basically we prefer the Australian gold players that produce...

Buy Hold Sell

Livewire Markets

August 22, 2018 06:30

August 21, 2018 14:17

First Impressions from Reporting: OSH, BHP, SCG, AMC, AHY, HSO, FXL and SUL

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Oil Search, BHP Billiton, Scentre Group,...

Bell Potter

Stockbroker

August 21, 2018 14:17

Property

August 21, 2018 12:42

Australia's premium shopping centre portfolio

Australia's premium shopping centre portfolio, Scentre Group, owns great real estate in a sector that has huge barriers to entry (for their better retail assets), in...

Michael Doble

APN Property Group

August 21, 2018 12:42

August 21, 2018 12:11

Graftech International: In the sweet spot

Graftech International (“Graftech”) has had extremely low returns on capital over the last decade, is highly leveraged, and has no pricing power. So why is it one of...

Contrarian Value Fund

Arowana

August 21, 2018 12:11

Investment Theme

August 21, 2018 10:29

Disruptive Innovation Could Add Fuel to This Bull Market

Concerned that the nine-year bull run has overstayed its welcome, many strategists have highlighted the narrow leadership of the US stock market as it has bucked...

Nikko AM

Amova AM

August 21, 2018 10:29

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When beaten up companies change - the changing landscape of Sony Corporation

First Impressions from Reporting: STO, FLT, S32, QAN, SGP, AWC and QUB

ScoMo, the quintessential dark-horse...

Afterpay goes up another gear

Webjet: Growth at a compelling valuation

The income opportunity in Fortescue Metals

The housing boom ends, signaling financial turbulence ahead

Mortgage default rates are increasing, not decreasing, as implied by RMBS data

Should we fear a tidal wave of mortgage resets?

Lovisa: it's all about speed and size

The hidden risks in markets today

Why the Aussie dollar is likely to fall further

First Impressions from Reporting: CAR, LLC, SYD, APA, ING, CCL and ABC

Picking better eggs and baskets

Misplaced fears in defensive assets

The end of the mining cycle?

First Impressions from Reporting: OSH, BHP, SCG, AMC, AHY, HSO, FXL and SUL

Australia's premium shopping centre portfolio

Graftech International: In the sweet spot

Disruptive Innovation Could Add Fuel to This Bull Market