Equities
Since the equity market lows in December 2018, investors have chased offshore earnings to escape falling house prices, weak consumer and business sentiment, and uncertainty driven by the Federal election. The February 2019 reporting season highlighted this; economic bellwether companies Costa Group, Bingo Industries and Boral downgraded earnings before their results... Show More
The market pulled back sharply today booking its worst performance since the first trading day of the calendar year following the weak lead from overseas on Friday night, growth concerns in a number of regions coming back into focus and overshadowing expectations of lower interest rates for longer. Talk around... Show More
The market took its bullish que from the US overnight with stocks having a belated response to the Feds dovish commentary on Thursday – the Dow put on +216 points feeding into a bullish open in Australia and the market went on with – up until lunchtime at least. On... Show More
Today’s report is again going to look at the retail stocks following Gerry Harveys volatile comments at Harvey Norman’s (ASX: HVN) recent AGM including a declaration that critics of the retailer were “totally friggen mad”. Show More
It’s difficult to remember a time when such a wide variety of Australian-based businesses were enjoying considerable success across the United Kingdom, particularly given it has long developed a fierce reputation as an investment graveyard for a variety of ASX-listed companies. Show More
One of many slick features our talented dev team has built this quarter is a re-engineered ‘Trending' panel on our website. Their algo crunches data from clicks, likes, comments, and social shares (the button at the bottom-left of each wire), to create an ever-changing carousel of your favourite content. Show More
Premier Investments Limited (PMV) has announced underlying 1H18 NPAT of $78.8m, 6.5% up on pcp. The Just Group EBIT of $102.5m was in line with our $103.4 estimate. The result key highlights are as follows: Show More
In this report, our analysts share their sector view and top stock picks for 2018 across sectors including banks and general insurers, diversified financials, LICs, fixed income, agricultural FMCG, technology, discretionary retail, industrials, resources, and healthcare & biotech. Show More
With consideration to the challenging domestic macro backdrop and the increasing competitive environment (with Amazon and other incoming international competitors), we prefer retailers with the following key attributes: Show More
Fund Manager Q&A
The allure of fast money and the ‘fear of missing out’ toy with investors on a daily basis. Right now valuations of companies exposed to themes like electric vehicles, medicinal marijuana and emerging infant formula markets could be described as ‘effervescent’. Indeed, fads and trends have been always been a part... Show More