ASX:BKL

BLACKMORES LIMITED

Andrew Mitchell

While the domestic economy continues to face a myriad of growth hurdles near term, Australian businesses with established channels into higher growth offshore markets (particularly the US and Asia) have been amply rewarded for their investment in overseas expansion. Show More

Equities
James Gerrish

Another hugely interesting day and we’ve just had BHP across the ticker to round things out (I have done a quick recording below after the numbers dropped). Six large caps dropped more than 6%, a couple by more than 20% while on the flipside, five stocks in the top 200... Show More

Andrew Tang

Investors are waiting for a circuit-breaker. Stretched valuations limit upside potential for a further re-rating of the market multiple (15.8x 12month forward PE, Industrials ex-Financials at 21.8x) and without clear earnings momentum in either direction the market is likely to remain rangebound. Show More

Buy Hold Sell
Buy Hold Sell

Quality companies are characterised as having good return on equity (ROE), strong earnings growth and low levels of gearing. In this episode of Buy Hold Sell we've identified stocks in the ASX100 that meet these criteria, the challenge now is to see if there's value for investors. Shares in Cochlear, Flight... Show More

NAOS Asset Management

“The aviation market continues to be strong. Global revenue passenger kilometres grew by 5.9% through February year-to-date, with solid growth in domestic and international markets. Air freight volumes also had a strong start to 2018, growing at 7.7% through February” Jamie Miller, CFO, GE Show More

James Gerrish

A second consecutive day of selling with the ASX trading in the red for most of the session – a few stocks bucking the trend on broker moves but in aggregate a fairly soft session across the board. As we discussed in the AM report today, the selling yesterday (and... Show More

Simon Conn

An outlook for 2018 is best served with a quick recap of the last six months. After a tepid first half of 2017, the Australian Small Ordinaries index (XSO) rose strongly over the second half of the calendar year, to be up over 18% (at the end of December). While... Show More

Marcus Padley

Last week we saw BWX, BKL, A2M, WTC, NCK, NAN and BIN all up 7% or more. BAL is up 85% in three months, A2M is up 83%, WTC is up 55%, BWX is up 28%, BLA is up 46%. The mid-cap sector is having a dream rally. A lot... Show More

NAOS Asset Management

"I'm a brand guy and Australia is an awesome brand. One of the biggest opportunities for innovation and brand-building in the future is food. And living in Australia, you are leading this opportunity more than anybody else. You're sitting on a gold mine” Hamdi Ulukaya, Global CEO, Chobani Yoghurt Show More

Morgans Financial Limited

Equity markets remain at the mercy of abnormal macroeconomic conditions such as unconventional central bank interest rate settings and heightened political uncertainty. Making bold portfolio decisions amid such uncertain conditions is a difficult and potentially hazardous exercise; hence our cautious Asset Allocation settings. Despite these challenges, we think that enduring... Show More

Mathan Somasundaram

Local market closed slightly lower as resources weighed on the market struggling with low sentiment. Market was dragged into the negative territory by Miners, Property Trusts and TLS. US Fed speeches later this week…including one from Yellen…will be looked upon to set the tone for global markets…but likely to deliver... Show More