ASX:EHL

EMECO HOLDINGS LIMITED

Daily Report
James Gerrish

US Futures + Asian markets were all lower on the session today, however Australian stocks rallied – the ASX 200 up by 40pts – closing on its highs - thanks largely to strength in the Iron Ore price - Iron Ore Futures up strongly on the session which propelled Fortescue... 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

Buy Hold Sell
Buy Hold Sell

The market has fallen through November lows to touch levels not seen since 2016. Tune in to this thematic discussion in which Matthew Kidman asks Tobias Yao and Arden Jennings if this really is a dip, or whether it’s time to run for the hills? Tobias and Arden cite the ongoing... Show More

Equities
Simon Shields

Monash Investors first discussed Emeco back in early September 2017, “A cyclical stock on its way back up” when its share price was 18c. Now at 35.5c it’s almost doubled, having touched 41c along the way, and it has been one of the best contributors to our last 12 months'... Show More

Livewire Exclusive

In this video from the Future Generation Forum, Geoff Wilson from Wilson Asset Management, David Paradice from Paradice Investment Management, and Graham Hay from Antipodes Partners share their views on the market. The session was ‘no holds barred’, as Wilson questioned if there was any price at which AMP becomes... Show More

Alex Cowie

We heard from 11 of the market’s top fund managers yesterday at the Future Generation Investment Forum, with each offering at least one stock idea. If you missed it, we have summarised the key points from each presentation below and included the link to the recording. Show More

Alex Cowie

One of many slick features our talented dev team has built this quarter is a re-engineered ‘Trending' panel on our website. Their algo crunches data from clicks, likes, comments, and social shares (the button at the bottom-left of each wire), to create an ever-changing carousel of your favourite content. Show More

Karl Siegling

Every discussion on the mining services sector should start with the concept that commodity prices go up and down based on demand and supply, and resource company profits go up or down. So, too, do those of mining services companies. Show More

Andrew Tang

There was a lot to like about the February reporting season. By our estimates, over 30% of large caps beat the market's expectations, and unlike previous seasons, estimates held firm rather than falling away into results. Downgrades and significant misses were largely a non-event and overall management commentary reflected the... Show More

Alex Cowie

With most of the market back at their screens, Livewire’s ‘Summer Series’ has concluded and normal service now resumes until next Christmas. In case you missed it, we’ve pulled together some of the most ‘liked’ wires from the last 4 weeks... Show More

Livewire Exclusive

Livewire’s 2018 'Predictions and Top Picks' series continues with part two. Here, we ask our expert panel for their top stock ideas for 2018, and one thing they think the market has wrong. Watch the video or read the summary below. Show More

David Allingham

There will always be periods where small caps underperform, but over the long term we believe the case for small caps to structurally outperform is stronger than ever. Reasons for this include the high level of inside ownership & alignment with investors. We like the leverage smalls have to M&A... Show More

Patrick Poke

At today’s WAM Funds presentation, Chief Investment Officer, Chris Stott, shared some of the key themes and holdings from their current portfolio. He covers their views on the Australian economy, mining services, and retail. He also discusses a company that hadn’t received a visit from an analyst in two years. Show More

Collections
Livewire Exclusive

In the final edition of our results coverage, we hear from three contributors about their stand-out results for the period. Responses come from Simon Shields, Monash Investors; Alex Shevelev, Forager Funds; and Romano Sala-Tenna, Katana Asset Management. Results have now wrapped up for financial year 2017 and it was a mixed... Show More

With the main AGM season out of the way for the 30 June FYEs, several key AGMs occur this month including TPG Telecom, ANZ, NAB, Westpac, DuluxGroup, Incitec Pivot, Orica. Outside All the Majors, December features AGMS for Ten Network Holdings, Cudeco, Elders and Emeco Holdings. This month's note also... Show More