BEGA CHEESE LIMITED
Another fairly choppy session in Australia today similar to what we saw on Wall Street overnight, and as one client suggested– seems to be the new normal. The market was sold early, recovered up until lunch, dipped into the afternoon before a late rally into the close as buyers stepped... Show More
It is important to find ideas where companies can generate cash flow growth regardless of the macro backdrop. Here we look at five stocks that pass our filters and would look attractive on market weakness. Show More
CEO’s and business leaders' comments can provide valuable insights and provide a greater understanding of the current investment environment and key trends that may be emerging. Below are quotes from the week which in our view detail some of the most important and prominent industry trends and economic factors impacting... Show More
High growth, high returning midcap stocks have been the sweet spot on the ASX. These are companies with good track records, growing businesses, quality management and in many cases, they're household names. In a market that's been picked over the opportunities can be tough to uncover, so we've asked two... Show More
Among the enduring memories of my time as an analyst at Mercantile Mutual Investment Management in the early 1990’s was the importance the equities team placed on active positioning in small company stocks. The firm built an enviable reputation in the space and were richly rewarded through strong fund performance... Show More
In the Muster, we round up our current views on key agri and FMCG themes and stocks, this month asking whether we are at the bottom of milk powder pricing (a key driver of the dairy sector), we also discuss our increased target price for Synlait, and look at several... Show More
Select Equities recently published a deep dive on the ASX stocks best leveraged to surging Chinese demand for Australian products, and also the key trends in the three different routes to the Chinese market, including the all-important Daigou channel. Show More
As part of the NAOS investment process, we pay particular attention to the comments made by company CEO’s and business leaders in order to gain a greater understanding of the current investment environment and key trends that may be emerging. Below are quotes from the week which in our view... Show More
A recent addition to the portfolio, Australian dairy and foods business, Bega Cheese, was the largest single contributor to performance of the portfolio for the month of June. Over the past 6 months, Bega has seen transformational change in its business through the completion of three major transactions: Show More
“The retail space is going through changes, with emerging younger brands showing traditional outlets that it’s possible to open new stores if you do it smart” Robin McGowan, Co-founder, InStitchu Show More