ASX:AVN

AVENTUS GROUP

Pete Morrissey

Aventus Retail Property Fund offers a quality, active management team that is consistently seeking to maximise returns from a well-diversified portfolio of assets valued at almost $2b. A 7%+ distribution yield sourced from defensive income is attractive to yield-focused investors. We cover the key takeouts here from today's announcement, and... Show More

Mark  Mazzarella

In 1957, Australia’s first shopping centre opened at Chermside in Brisbane. Featuring 24 speciality stores and a department store, a local newspaper described it as “an island of retailing in a sea of car parking"1. Now home to over 400 retailers with a footprint the size of 21 soccer pitches,... Show More

Andrew Tang

There was a lot to like about the February reporting season. By our estimates, over 30% of large caps beat the market's expectations, and unlike previous seasons, estimates held firm rather than falling away into results. Downgrades and significant misses were largely a non-event and overall management commentary reflected the... Show More

Andrew Tang

As we look ahead to 2018, markets remain in a sweet spot with global growth becoming entrenched and inflation still conspicuously absent. Interest rates are expected to rise gradually leaving businesses with a decent backdrop to work with and healthy growth puts the world in a better position to deal... Show More

Andrew Tang

Our high conviction stocks are those that we think offer the highest risk-adjusted returns over a 12-month timeframe, supported by a higher-than-average level of confidence. They are typically our preferred our sector exposures. Show More

Andrew Tang

We thought it was prudent to remind investors about the unique conditions that are suppressing market volatility at abnormally low levels. This is a tricky market to interpret. Equity valuations are elevated, the economic environment is difficult to forecast (ultra-liquidity from central banks is ending), and to say geopolitical risks... Show More

Andrew Tang

Despite business surveys showing signs of improvement leading into August, meaningful cyclical tailwinds failed to materialise either through the results or outlook statements. Larger-than-usual volatility around reported results and the well-publicised large-cap misses Telstra, Suncorp, Ramsay Health Care and Woolworths) were the biggest surprises from reporting season. Show More

Pat Barrett

There are now more cranes servicing high rise apartment construction down the east coast of Australia than in major cities across North America. The bi-annual crane count survey by Rider Levett Bucknall (RLB) found there were a record 528 cranes working on apartment blocks in Sydney, Melbourne and Brisbane in... Show More

Livewire Exclusive

This time last year at Livewire Live 2015 three veterans of the Australian equity market shared their best stock ideas for the year ahead, the results did not disappoint. Ideas were contributed by Geoff Wilson (ASX:ECX) https://www.livewiremarkets.com/wires/27619, Anton Tagliaferro (ASX:SDF) https://www.livewiremarkets.com/wires/27620 and Ben Griffiths (ASX:AIA) https://www.livewiremarkets.com/wires/27622 with the average return... Show More

Eley Griffiths Group

Aventus listed on the ASX at $2 last October to a largely unreceptive audience, as other more beguiling IPO’s caught investor’s attention. Our confidence in the property trust sector had been building at this time, prompting a closer look, and eventually, participation in the initial public raising. We were attracted... Show More

Livewire Exclusive

Last week, Livewire Markets, in conjunction with Bell Direct and ASX, presented the second Livewire Live investor conference to a sold-out crowd of 250 investors at the ASX in Sydney. The event provided investors with a unique opportunity to hear how 14 of Australia’s most respected investors have been making... Show More