ASX:CSR

CSR LIMITED

Asset Allocation
Adrian Lemme

Australian house prices are falling. Credit availability is tightening. US mortgage rates are rising. These and other factors have put building materials stocks under pressure. In this paper we assess value across the building materials sector given our assessment of “mid-cycle” housing starts and take a view on where we... Show More

Education
Livewire Exclusive

For two years now, Roger Montgomery has been warning investors of a pending housing crash. While these claims were initially met with scepticism, as the data has deteriorated significantly in Sydney and Melbourne, more investors are coming to accept this thesis. According to CoreLogic’s Home Property Value Index, prices for... Show More

Hugh Dive

Over the past twelve months small companies (as measured by the ASX’s Small Ordinaries) have returned 22%, outperforming large caps (ASX Top 100) by almost 10%. This has led to numerous articles in the financial press claiming that small is beautiful and that investors should look beyond large Australian companies... Show More

Livewire Exclusive

Freely available credit has long helped fund a love affair with property investment, with Australian household leverage up 23 of the last 25 years. Hamish Chalmers from Watermark told us: Show More

NAOS Asset Management

“The switch from traditional fuels into renewables is just a massive switch, and we're seeing it across so many different businesses that we are working with – not just our own business, but so many different businesses out there, where the energy profile they are looking at is changing as... Show More

Buy Hold Sell
Buy Hold Sell

Unloved with low PEs and enticing yields these are the calling cards of cheap stocks and in a market that’s running hot, true value is hard to find. In this episode of Buy Hold Sell we’ve invited two 'value-style' investors to cast their eyes over three stocks that appear cheap... Show More

Colonial First State Global Asset Management

Alternative managers are continuing to see increased interest from traditionally conservative clients and it seems infrastructure is the hottest ticket in town. With President Trump’s (still unannounced) plans to drive over $1trn of infrastructure investment in the US, China pledging over US$100bn in investment for “One Belt One Road”, Blackstone... Show More

Nicholas Forsyth

Reporting season is upon us and as always, it presents another level of risk - but also opportunity. We think risk is more elevated this reporting season given the high valuation of the market and some of the sectors / stocks within it. If you’re a company with a very... Show More

There are a few big shareholder meetings this month, including Asciano's scheme meeting on Friday 3 June, Ainsworth Game Technology general meeting (now scheduled for 17 June at the earliest but the day may move to a later date), and Premier Investments general meeting on 15 June 2016 to pass... Show More

Wilson Asset Management

Building products suppliers CSR (ASX: CSR) and Boral (ASX: BLD) both made strong announcements this week. On Wednesday, CSR reported a 32% jump in underlying interim profit to $92.4 million, its seventh consecutive year of earnings growth. Boral management at its AGM said continuing growth in building approvals had allowed... Show More