ASX:ORG

ORIGIN ENERGY LIMITED

Andrew Lewandowski

Origin Energy (ORG) is an Australian energy company with two key divisions: Energy Markets, an Integrated Utility business that generates electricity and sells electricity and gas to household and business customers; and APLNG, a high‑quality liquified natural gas project in Queensland. ORG has a market capitalisation of $13 billion. Show More

Patrick Poke

Fed takes about-turn on rate rises and signals "patient" approach - markets rallied in response; apartment fire sale in Sydney as housing downturn takes its toll - UBS says Mirvac stands to lose the most; and Howard Marks' latest memo. Here's what's happening in markets today. Show More

Airlie Funds Management

When asked for a strong investment idea on Livewire's Buy Hold Sell, Matt Williams offered up Origin Energy (you can see it here). So, for Livewire's 2018 season of Christmas Crackers, Matt expands on our investment case for this compelling opportunity in the ASX Top 20. Show More

Tim Johnston

In the electricity sector, new technologies and policies aimed at reducing carbon emissions introduce the risk that existing assets may be rendered redundant. This paper reviews the stranded asset risk for the listed players AGL and Origin Energy. Show More

Buy Hold Sell
Buy Hold Sell

Today NAB is offering a 10% fully franked yield, AMP Capital is trading at all-time lows and Janus Henderson is on PE multiple of just 6x. These are large and established businesses that look cheap on a variety of measures. However, in the current environment anything that looks cheap is... Show More

Brad Potter

Confession season was eerily quiet leading into reporting season, unlike the noise from the Royal Commission and the incredible events out of Canberra, where another Prime Minister didn’t reach their full term. The global equity backdrop was in a state of flux with the ongoing Trump-induced trade debate/war raging, mixed... Show More

NAOS Asset Management

“Growth in Utilities in the short term will be dominated by wind and solar projects. They do dominate the pipeline. The immature solar supply chain presents the biggest challenge. Water, gas and power distribution will continue to grow, and we expect major investment in upgrading and extending the nation's transmission... Show More

Collections
Livewire Exclusive

Expectations are critical in investing, and at no time is their importance higher than during reporting season. Even a strong result can see a stock price tumble if it fails to meet the market’s expectations. Likewise, an outwardly poor result can result in a rally if it exceeds expectations. With... Show More

NAOS Asset Management

“Right now, there’s no question: It’s feeling strong. I mean, if we’re in the sixth inning, we have our sluggers coming to bat right now. Right now, business is good. There’s no question about it” Warren Buffet, Chairman, Berkshire Hathaway Show More

Chris Stott

The S&P/ASX All Ordinaries Accumulation Index closed up 0.2% for the week. The Australian market again breached the 6,000 mark on Wednesday, while the US market continues to make all time record highs. The surprise announcement of a banking royal commission by the federal government on Thursday weighed on the... Show More

Livewire Exclusive

We kept notes for you yesterday at the Future Generation Investment Forum, where a dozen of the best Australian and global fund managers each presented an investment idea. Read on for summaries of the insights from Magellan, Watermark, VGI, Lanyon, Antipodes, L1 Capital, Cooper, Centennial, Morphic, ARCO, and Wilson. Show More

Clime Asset Management

There is so much confusion about the stocks in the ASX’s large-caps index, the ASX 50. Some investors see them as ‘blue-chips’ by virtue of their size and longevity, and thus see them as long-term portfolio holds. Others think the ASX 50 is largely useless: a motley, concentrated index of... Show More

Alex Cowie

Livewire strives to give readers unparalleled access to expert investment ideas so that they can be more informed and achieve better investment outcomes. Here is a distillation of 15 such wires that really captured your attention this quarter. Show More