ASX:CIM

CIMIC GROUP LIMITED

Equities
Oscar Oberg

CIMIC Group (ASX: CIM) is a global engineering-led construction, mining and services business with a history dating back to 1899. This week, CIMIC released their 2019 annual general meeting update, guiding to a strong outlook for the year. The company pointed to a robust order book and expected... Show More

Investment Theme
James Gerrish

Bang…some massive pent up buying / or short covering, probably both playing out in the banking space today as the market clearly voted with its feet, jumping boots and all back into the banks. Of the ~114pts added to the market today, ~67pts came from the banking complex. While the... Show More

James Gerrish

The market continued to feel ‘heavy’ today even though US stocks rallied hard from their intra-sessions lows overnight. The morning session was okay in Oz however once again it seemed like bigger players were simply sitting on the offer hitting large cap stocks that tried to rally. The bulls will... Show More

Investment Theme
Livewire Exclusive

The prospect of a Labor government has far reaching ramifications for investors. However, there is one sector that stands to benefit from the election cycle whatever the result, says Matthew Haupt from Wilson Asset Management. Matt told us: “The one area I think investors should focus on is infrastructure, both sides... Show More

Buy Hold Sell
Buy Hold Sell

The East Coast infrastructure boom is in full flow, with a big pipeline of projects scheduled for the coming years. This is having a flow on effect, and other areas of the market are benefiting directly and indirectly from the theme. The question now is whether it is all priced... Show More

Livewire Exclusive

Over the next three years, infrastructure spending in Australia is set to rise from $6 billion per year to $16 billion per year. Mark Landau, Joint Managing Director and Chief Investment Officer at L1 Capital, explains that they’ve got excellent visibility on spending “out to 2020 and beyond” due to... Show More