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

Romano Sala Tenna

Viva’s listing on the 13th of July was less than overwhelming, opening at $2.43 and closing the day at $2.40 - versus its issue price of $2.50. At $4.8bn, it was the largest IPO since Medibank, and the largest non-Government IPO in Australia’s history. And this would appear to be... Show More

Rob Tucker

The long term thematic of having Australian primary industry “feeding the world” remains a compelling one. Here we discuss our analytical approach and focus on one stock that is trading on 12 times earnings, with high single digit earnings growth and a >5.5% fully franked dividend yield (FY19). Feeding the world The... Show More

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including BHP Billiton (BHP), Amcor (AMC), Sydney Airport (SYD), Oil Search (OSH), and Inghams (ING) with links through to more detailed reports. Show More

Mathan Somasundaram

GARY identifies companies that are able to deliver growth and yield at a reasonable cost. GARY offers a middle ground when uncertain markets flip flop between growth and yield. Predominantly small cap oriented GARY underperformed over the past month as large caps on stretched multiples continued to outperform. Show More

Inghams Group is our pick of results this week. Despite a challenging New Zealand market due to market oversupply and a weak wholesale market in Australia, ING's interim result beat expectations. Solid earnings growth (EBITDA +9.1% on pcp) reflected strong demand for poultry driven by consumer preference for healthier (leaner)... Show More