Joey Mui

In November we published an analysis of all divestment announcements of ASX100 companies in Australia since the year 2000. Of approximately 1,200 announcements, there were 46 cases where the sale proceeds exceeded 10% of the sellers’ enterprise value. On average, share prices responded positively to divestment announcements. Show More

Dr. Suhas Nayak

Over the last year, we have noticed a market with two segments. In one segment, stocks that show or just promise growth have been disproportionately rewarded, while the other ‘boring’ segment has discounted stocks that have less exciting, declining or uncertain prospects. It should come as no surprise, then, that... Show More


With the busiest week in reporting season now over, we reached out again to a group of experts for their view of the most notable results, both good or bad. Read on for highlights picked by David Sokulsky, Crestone Wealth Management; Ian Carmichael, Watermark Funds Management; Simon Shields, Monash Investors;... Show More

Mathan Somasundaram

Local market recovered from the opening fall before weak China data took the market down to finish flat for the day. The best performers were Telcos, Financials and Energy while Gold, Staples and Property were the worst performers. US/China deals…will get more Beef, Poultry, financial Services, Agri/Bio and Energy access... Show More

Bell Potter

OZ Minerals (OZL): Operating cash flow $324.1m was a reduction of $105.7m compared to pcp as a result of lower concentration sales partially offset by cost reduction program. | Outlook: Copper production*105,000 to 115,000 tonnes Gold production*115,000 to 125,000 ounces Allin sustaining cost US 120c -US 130c/lb All in sustaining... Show More