ASX:ABC

ADELAIDE BRIGHTON LIMITED

Asset Allocation
Adrian Lemme

Australian house prices are falling. Credit availability is tightening. US mortgage rates are rising. These and other factors have put building materials stocks under pressure. In this paper we assess value across the building materials sector given our assessment of “mid-cycle” housing starts and take a view on where we... Show More

Investment Theme
Livewire Exclusive

The prospect of a Labor government has far reaching ramifications for investors. However, there is one sector that stands to benefit from the election cycle whatever the result, says Matthew Haupt from Wilson Asset Management. Matt told us: “The one area I think investors should focus on is infrastructure, both sides... Show More

Marcus Bogdan

Public infrastructure spending in Australia has a positive outlook for the medium-long term, with government announcements and global trends indicating that large public infrastructure companies will have a multitude of projects in the pipeline. Two of these beneficiaries are ASX-listed companies Boral (BLD) and Adelaide Brighton Cement (ABC). Show More

NAOS Asset Management

“The switch from traditional fuels into renewables is just a massive switch, and we're seeing it across so many different businesses that we are working with – not just our own business, but so many different businesses out there, where the energy profile they are looking at is changing as... Show More

Patrick Poke

As the housing construction boom comes to an end, the obvious question for investors is ‘where next?’ One potential opportunity lies in transport infrastructure construction, which is poised to double over the next few years. Between roads and rail, annual spend is expected to increase to $16B by 2020. Show More

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including QBE Insurance (QBE), ASX (ASX), Wesfarmers (WES), Cochlear (COH), Telstra Corporation (TLS), Mirvac (MGR), Tatts Group (TTS), Treasury Wine Estates (TWE) and Adelaide Brighton (ABC) with links through to more detailed reports. Show More

Matthew Haupt

This week I sat down with Tom Piotrowski from CommSec to discuss Wilson Asset Management’s large cap LIC, WAM Leaders . In addition, I discuss the Australian insurance market, Woolworths and the Amazon threat, local infrastructure and the strengthening US dollar. Show More

Colonial First State Global Asset Management

Alternative managers are continuing to see increased interest from traditionally conservative clients and it seems infrastructure is the hottest ticket in town. With President Trump’s (still unannounced) plans to drive over $1trn of infrastructure investment in the US, China pledging over US$100bn in investment for “One Belt One Road”, Blackstone... Show More

Alphinity Investment Management

The August FY16 reporting season as usual provided winners and losers. While we are likely to do some portfolio adjustments as a result of the new information released with company results, the most important question in coming months will most likely be how to position for a potentially changing macro... Show More

A first strike at Reckon and AGM results for Maverick Drilling & Exploration, STW Communications Group, Brainchip, Invigor Group (shareholder dissent on remuneration report still not at the level of a strike but clearly they're Not.Happy) and Adelaide Brighton. The Note is updated progressively throughout the day and Wednesday's note... Show More

A busy AGM month this month and I can't hope to touch on all the AGMs...but I have a note on All the Majors AGMs happening this month https://subscriber.theexecutiveremunerationreporter.com.au/archives/15106, the two strike AGMs happening this month https://subscriber.theexecutiveremunerationreporter.com.au/archives/15104 and a note with a selection of AGMs and General Meetings occurring in... Show More

Alphinity Investment Management

The heightened market uncertainty in our view warrants a defensive portfolio positioning. This, however, begs the question – what is a defensive company in today’s market? The valuation dispersion between stable or growing companies and more cyclically-exposed companies is now the highest since the financial crisis (see chart). So is... Show More