Daily Report
A bullish open for the local market this morning as traders pushed stocks sharply higher into an early top just below 6400, however that was the best of it as sellers emerged from the woodwork – the mkt closing about 35points from the early highs. However, the composition of the... Show More
Equities
The mining giants have declared a new-found appetite for battery metals. And the word from on high is good news for leveraged battery juniors like Mincor and Liontown; Plus, Bellevue dangles the resource-upgrade carrot and analysts line up to tip big things for Strandline.FOMO among major miners BHP and Rio... Show More
Equities
Back in late 2017 when BHP was $26 and unloved, Troy Angus, Head of Australian large caps at Paradice Investment Management made the case for the stock in a Livewire interview. Fast-forward to today, and the stock is close to $40, and paying dividends. We recently sat down with Troy... Show More
Equities
The sell signals have been building on the charts for a couple of weeks both here and in the US. The dam burst a little bit overnight. The 1.65% sell-off on Wall St is not quite the 3% needed to really worry you under the Collins Class Rule (which is... Show More
Equities
This time last year we wrote that we felt that BHP was in the midst of an upgrade cycle driven by strong commodity prices and a significantly reduced cost base. Furthermore, a sale price for their US onshore shale gas assets in excess of USD$10b was not unrealistic and would... Show More
Equities
After years as a successful investment strategy, something has happened to blue chips over the last 5 years. Despite huge gains from global markets, Australia’s biggest companies have experienced zero capital growth since 2013. In this wire, we discuss why Australia’s favourite companies have ceased generating positive returns, whether we can... Show More
Daily Report
I felt like I was one of only a handful in the city today with the Easter School Holidays overlapping ANZAC Day and creating the perfect excuse to take or extend holidays. The market reflected it with the index closing flat. Gold stocks did well today on the... Show More
Expert Insights
It's not easy to find yield opportunities in the large-cap universe at this point in the cycle, and with the potential for a pick-up in global growth and interest rates, this would go hand in hand with the possibility of a negative effect on many yield-sensitive plays. In this video,... Show More
Macro
The debate over the longevity of the economic boom in China has long divided economists and financial market participants. On one side are believers that China’s economic miracle will continue, which will soon make the Chinese economy larger than the US. The other side sees China’s economic growth as largely... Show More
Daily Report
Surprisingly resilient day was seen on the local market today, once again held up by the banks. Resources took a hit though with the iron ore names finally coming off substantially all on the back of some better news from Vale. For those that missed it, Vale got the go... Show More
