Mathan Somasundaram

Local market fell on global sentiment and then made a slight recovery to close negative…that makes three negative days out of the last five…steam coming off the market as optimism fades. Gold, Health Care and Utilities were the best performers while Telcos, Banks and Energy were the worst performers. Solid... Show More

Morgans Financial Limited

The 1H17 result from Michael Hill International (MHJ) result beat our EBIT forecast by c3%. A lower like-for-like sales outcome was offset by stronger-than-expected margins resulting from strong cost control and a reasonable Christmas trading period (a significant contributor of full year earnings). Show More

Livewire Exclusive

Over the past week Livewire has run a feature on generating alpha through effective investment idea generation and screening. We learned that there is no substitute for meeting with as many companies as possible. Valuable ideas also come from advisers, other investors, monitoring buying and selling of company insiders, attending... Show More

Livewire Exclusive

If running an effective quant screen was the only thing required to find new stocks ideas, investment success might not be as elusive as it is today. The fact is that investment idea generation is as much an art as it is a science. As Michael Hintze, Founder of $12... Show More