ASX:GNC

GRAINCORP LIMITED

Daily Report
James Gerrish

My kids love the Tashi books and last night I read the story about the Golem, which is a sort of clay giant that comes to life after Tashi – who tells some cracking stories by the way – puts a spell on it..the big clay giant lumbers around the... Show More

James Gerrish

Summer is here, the cricket season is ramping up and the market has found some form managing a century in today's session. The G20 result sent investors into a buying frenzy today, and the local market managed to earn back all of Friday’s weakness plus change today. It was clear... Show More

NAOS Asset Management

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 quotes from the week which in our view detail some of the most important and prominent industry trends and economic factors impacting... Show More

NAOS Asset Management

“There have been significant delays experienced by customers receiving confirmation of bank approvals, as a consequence of the recent Banking Royal Commission, resulting in commencement of construction being delayed” Tamawood Market Announcement Show More

NAOS Asset Management

"I view our robotics as extending human capability in a way that allows us more efficiency, the automation that we add really doesn't eliminate jobs, it just makes the jobs at our fulfilment centres more efficient and redirects employees to more sophisticated tasks" Tye Brady, Chief Technologist – Amazon Robotics Show More

Bell Potter

In the Muster, we round up our current views on key agri and FMCG themes and stocks, this month asking whether we are at the bottom of milk powder pricing (a key driver of the dairy sector), we also discuss our increased target price for Synlait, and look at several... Show More

Alex Moffatt

Good morning, the major US indices all closed slightly lower with concerns over the state of the retail sector driving sentiment. The S&P500 closed down 0.2% at 2,394.4, the Dow and the Nasdaq were down by 0.1% and 0.2% respectively. The negative sentiment was caused by a report from Macy’s... Show More

Mathan Somasundaram

Local market jumped up on strong oil price and then ran out of puff as stretched valuation and weak commodities weighed on weak sentiment. The best performers were Health Care, Staples and Gold while Telcos, Utilities and Discretionary Retail were the worst. Budget confirmed that the only option is infrastructure... Show More

Bell Potter

The Bureau of Meteorology has moved to an ‘El Niño watch’, which means the likelihood of it this year is around double the average at 50%. Our analysis of past El Niño events demonstrates Elders, Graincorp, Nufarm, and RuralCo are the most susceptible to share price underperformance, and that Websters... Show More

Buy Hold Sell

The rotation into value continues to gather pace, with the US ten-year yield creeping closer to 2.5% ahead of this week’s Fed rate decision. So tune in as we ask Vince Pezzullo from Perpetual Equity Investment Company, and John Murray from Perennial Value Management: ‘Is it a good time to... Show More

Perpetual Equity Investment Company

Nathan Parkin, Deputy Head of Australian Equities at Perpetual, says Woolworths management is focussing on its core assets of food & liquor, where he sees strength. “We’ve not been a long-term investor in Woolworths, for all of the reasons why the share price is currently down. What we’re seeing today,... Show More

Perpetual Equity Investment Company

Nathan Parkin, Deputy Head of Australian Equities at Perpetual, says Woolworths management is focussing on its core assets of food & liquor, where he sees strength. “We’ve not been a long-term investor in Woolworths, for all of the reasons why the share price is currently down. What we’re seeing today,... Show More

Buy Hold Sell

Demand for food and drinks is all but sure to rise both in Australia and globally as the population continues to grow and more people move into the middle class. By 2050 the world's population is expected to increase to 9.6 billion and Australia’s population is projected to grow to... Show More

Andrew Stanley

For some time, Ralton has been concerned about distortions in the way corporates elect to invest capital. Specifically, the rise in dividend payout ratios and how these have been maintained at historical highs. What have been the drivers? Shareholders increasingly hungry for yield and companies that seem happy to acquiesce.... Show More