ASX:DHG

Interest rates around the world, including Australia, have been falling recently. Where conventional wisdom one year ago was for rising rates, now expectations have factored in domestic rate cuts and falling yields over the next 3 years. Aussie 10-year government bonds are at all-time lows standing at 1.75%. This change... Show More

Reporting season is over and saw share prices of more than 40 stocks jump (or fall) by over 10% on the day of their results, with at least 10 moving by over 20%. The biggest gainer, Webjet, was up 30.6% on the day, a remarkable move for what was at... Show More

The market was largely flat for the week. Domain (ASX:DHG) was one stock that actually featured with a very good result that was much better than what the market was expecting, particularly along the EBIT line. The stock had been quite well shorted in the weeks going into the result,... Show More

Expectations for Domain’s (ASX:DHG) first-half result were low. Recent share price performance has been poor. Prior to the result, the stock had fallen -28% over the past 12 months. The last big move for the stock was after their disappointing trading update on the 12th of October which saw the... Show More

Through reporting season, we are publishing exclusive fund manager commentary on specific company results soon after they are announced. The pace really picks up from here, and we wanted to flag what is coming up so that you can be the first to know, because as Coppo recently pointed out,... Show More

Contrarians can be a lot like teenagers: they think they’re all different but end up looking the same. This however, is not true of this week’s guest, Tim Hillier from Allan Gray. Case in point: when asked what stock he’d own if the market were to close for five years,... Show More

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including GPT Group, Bendigo and Adelaide Bank, JB Hi-Fi, Aurizon Holdings and Domain Holdings with links through to more detailed reports. Show More

Today's results from REA were in-line with consensus expectations demonstrating the well-known and widely-articulated platform’s ability to grow and raise prices. However, we think there are several things the market has yet to price in, as we outline here. Show More

It seems like just weeks ago that February reporting season was wrapping up, but believe it or not, reporting season is upon us again. The Australian market has performed solidly in the period since, having gained 4.4% since the end of February. But this number hides the dichotomy that has... 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 22 quotes from the week which in our view detail some of the most important and prominent industry trends and economic factors... Show More

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Brambles (BXB), Seek (SEK), GWA Group (GWA) and Domain Holdings Australia (DHG) with links through to more detailed reports. Show More

The ASX 200 ticked back below the 6000 mark today, only to fade lower and close down at 5991. Some interesting corporate news primarily around the property stocks today with the surprise departure of Domain’s very well regarded CEO while John McGrath has had to contend with another profit downgrade... Show More

We provide a trading opinion for the Fairfax (FXJ) and Domain (DHG) demerger, taking place on Thursday 16th November 2017. It is likely to be a ‘wild’ day, with many variables impacting investor’s views on perceived ‘value’. The only certainty is a level of uncertainty. We have made a first... Show More