AGL ENERGY LIMITED.
Another day where the ‘Pro Australia’ theme was alive and well – the index opening marginally higher before yet another wave of strong buying across the market played out. Both resources and banks were strong, along with pretty much everything else as the cool winds of FOMO are blowing hard... Show More
RBA Govenor Philip Lowe's speech sends AUD into a tailspin; Australia's biggest private land developer says defaults on house and land packages in Melbourne are at 25%; and the Chinese economy is being pulled in two conflicting directions, so just how bad is the slowdown? Here's what's happening in markets... Show More
Solar is now viable at $50 a megawatt hour, half the wholesale price. Many investors don’t realise just how cheap solar has become, because the fall in price has been so dramatic. John Martin, CEO at New Energy Solar talks about this here, and what it means for utilities in... Show More
2019 is just a few months away. So when we sat down with Natalie Tam, Investment Director at Aberdeen Standard Investments, we took the opportunity to ask her what she thought the key market issues could be next year. She touches on 5 key issues including the prospect of a... Show More
In the electricity sector, new technologies and policies aimed at reducing carbon emissions introduce the risk that existing assets may be rendered redundant. This paper reviews the stranded asset risk for the listed players AGL and Origin Energy. Show More
Three of the tailwinds for ASX investors across the past decade — policy with respect to interest rates, trade, and regulation — have turned into headwinds. While profit may be hit, it is also likely that multiples will revert to something more like normal. Show More
"Right now, every boardroom of every major restaurant brand is asking their management team, 'What are you going to do about online ordering? What are you going to do about third-party deliveries?... Everyone is growing like gangbusters.” Matt Maloney, CEO, Grubhub Inc Show More
Over the past few months, rising energy prices have dominated newspaper headlines, treating readers to the sight of politicians wringing their hands, promising to get to the bottom of this issue and find out who is responsible. Large power generators, energy retailers and transmission companies are accused of being behind... Show More
"Overall we remain very optimistic about the long-term prospects of Australia. We are seeing GDP growth above trend. We have seen a continuing fall in unemployment. Inflation remains low. You look to the long-term prospects and of course there have been some big shifts in the economy over recent years,... Show More
Welcome to the FNArena Reporting Season Monitor for the February result season 2018. The Monitor reports ratings and consensus price target changes, along with brief summaries of the collective responses, from FNArena database brokers for each of the 300+ stocks. Week 1 is now available with coverage of 30 stocks. Show More
In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Suncorp Group, Mirvac Group, AGL Energy and Orora Ltd with links through to more detailed reports. Show More
There's a bit of an issue for investors seeking income from the local market. The challenge is that just 6 companies account for more than 50% of the income generated from the ASX200. That's the 'Big Four' banks, Telstra and BHP. Whilst the income might be attractive there's clearly a... Show More
“New coal is a bad idea for New South Wales – coal needs to run most of the time to be economic, but the market needs flexibility, not baseload” Mark Collette, Executive Energy, Energy Australia Show More
John D. Rockefeller once said: "Do you know the only thing that gives me pleasure? It's seeing my dividends coming in". Mr Rockefeller was perhaps a little too fond of his dividends, but they are an important component of total equity returns, particularly in a high-dividend-paying market such as Australia's... Show More
In the twelve months to Monday of this week, the S&P500 index is up 15.02%, while Alibaba is up 80%, Google is up 29.3%, Amazon is up 71% and Apple is up 24%. By contrast, Exxon is down 5.6%, Coke is up 7.6% and General Motors is up 11%. To... Show More
Welcome to the FNArena Reporting Season Monitor for the February result season 2018. The Monitor reports ratings and consensus price target changes, along with brief summaries of the collective responses, from FNArena database brokers for each of the 300+ stocks. Week 1 is now available with coverage of 30 stocks. Show More
Another calmer day for Aussie stocks with the market having bouts of indecision in early trade before buyers settled in and pushed the index up throughout the afternoon – a decent close near the session highs with the Telco stocks doing most of the heavy lifting. On the flipside, we... Show More
In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including AGL Energy (AGL), AMP (AMP), Tabcorp Holdings (TAH) and Mirvac Group (MGR) with links through to more detailed reports. Show More
The Bell Potter reporting calendar covers over 200 companies reporting this February, with key dates, NPAT (consensus and Bell Potter/Citi estimates) and analyst recommendations. The first week kicks off with 18 companies reporting including some big names like CBA, RIO, AMP and REA. Access our updated reporting calendar here: View... Show More
In this episode of Buy Hold Sell Matthew Kidman from Centennial Asset Management asks Geoff Wilson AO from Wilson Asset Management and Charlie Aitken from Aitken Investment Management for their views on some of the big names in Mining & Energy. Resources have performed well as recovery and reflation increasingly becomes... Show More