ASX:IFM

INFOMEDIA LTD

Oscar Oberg

Investors’ desire for growth outside of the suffering Australian economy was a major theme to emerge in the February 2019 Reporting Season, particularly in the small-to-mid-cap segment of the market. Show More

Buy Hold Sell
Buy Hold Sell

The Australian economy is undoubtedly slowing, which was evident given the number of earnings downgrades and soft results witnessed in the most recent earnings season. And while bottom-up stock pickers try to identify those growth companies poised to rerate based on a catalyst, paying close attention to what is happening... Show More

Buy Hold Sell

Tech - it’s a sector that local investors just love to hate, but if you didn’t own a handful of these high PE names of late you missed out on some stellar price action. In August just four technology stocks generated ~60% of the returns for the small ords. Show More

Buy Hold Sell

Small caps have been sizzling in 2018 and there’s been big moves in a number of market darlings post their results. Analysts and investors have been left scratching their heads as earnings fundamentals seem at odds with the outsized market reactions. In this episode of Buy Hold Sell we’ve invited... Show More

Andrew Mitchell

The recent whipsaw of capital back towards higher growth / higher valuation businesses has been most evident across the more growth-heavy small and mid-cap equities space, particularly following significant contributions from companies within the emerging technology and IT sectors. Show More

Mathan Somasundaram

Local market fell on the open and then traded sideways with weak global sentiment. The commodities remain strong on the back of China optimism…Shanghai index delivered another new high since 2015. Iron Ore continues to baffle analyst by moving higher while the Texas natural disaster playing into Oil optimism. Jackson... Show More

Mathan Somasundaram

Local market made a solid surprise recovery respite health care changes in US ran into stumbling blocks. Local market was pushed up by Telcos, Banks and Staples while Gold and Industrials were the negative performers. Today’s market performance shows that the underlying driver is still reflation trade and that hold... Show More

Mathan Somasundaram

Local market fell on the open and then recovered some losses to give up substantial part of yesterday’s gains. Markets are working through the implications of increased fiscal spending without spending cuts…likely to drive inflation higher and force US Fed to move faster than expected. US Fed rate hike March... Show More

Mathan Somasundaram

Local market bounced off the lows from the morning selloff to halve the losses. Result update selloff in BXB and WOR drove industrials and energy sector as the worst performers on a day the market lacked any sentiment. CSV delivered another downgrade and it keeps the IT sector in higher... Show More

Mathan Somasundaram

Whilst global markets have maintained positive momentum into 2017, valuations look stretched. Markets are going to run into the US reporting season given the US leadership change and the recent rally pricing due to the optimistic outlook. However, US fiscal policy uncertainty, historically low volatility, rising USD, rising yields and... Show More

Mathan Somasundaram

Market moved up again despite negative global sentiment to deliver fourth straight positive day. Aussie market looks to be suffering from delusions of grandeur by maintaining the positive momentum despite falls in global markets, currency, volatility index and yields. We are in the school holiday period where most will take... Show More

Mathan Somasundaram

Market moved up again on weak sentiment with fundamentals remaining negative. Geopolitical risks in Turkey and Germany will add to the uncertainty for global markets. Local markets have reached 5600 again and weakening local economic outlook and emerging market risk will weigh on the index. The local market is at... Show More