PREMIER INVESTMENTS LIMITED
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
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
Greencape is able to invest right across the market, and we had the chance to ask Jonathan Koh where the fund was seeing the best medium-term growth opportunities on the ASX today. In this short exclusive, Jonathan provides a brief overview on 11 stocks straddling all sectors and sizes. Show More
Australian small and mid-cap companies are perhaps not the first port of call in an investors mind when considering avenues to gain exposure to international growth opportunities. Yet the sector at present offers investors a multitude of companies with leveraged exposure to the growth in offshore markets, a function that... Show More
“The world health organisation reports ‘in 2012 around 7 million people died, one in eight of total global deaths, as a result of air pollution exposure'. I wanted you to hear it directly from me: Dyson has begun work on a battery electric vehicle, due to be launched by 2020”... Show More
Local market moved higher on better commodity prices and positive US reporting cycle. The market has been flip flopping all July…9 up days and 9 down days…July cycle so far has only delivered two consecutive positive days and we just had it. US Fed update early tomorrow morning…will set the... Show More
Currency is one consideration among many factors, including the quality of the management, industry position and earnings per share, which we assess when evaluating a company as an investment proposition. In this wire, we look at some areas to avoid, and one stock in particular that offers good exposure, should... Show More
With the Australian dollar picking up, we asked a contributor panel for their views on which sectors to avoid, and which sectors could benefit. Today they go on to share four stocks they think offer a good risk-adjusted exposure to a rising AUD. Read on for responses from Chris Stott,... Show More
While consensus had a strong case for the Australian dollar to fall in 2017, it has climbed 10% so far this year, and almost touched 80c. With the market wrong-footed on this key issue, Livewire asked a panel of contributors what a strong Australian dollar means for investors. Show More
In this report, our analyst team share their top stock picks for FY18, and also provide their sector outlook. On Financials, TS Lim reports that "There is something for everyone in Show More
The shake out of some of the larger cap money from the small cap space through the back end of 2016, came primarily on the view that the reflation trade had taken hold and resources and cyclical-type businesses were now back in favour. The market sold good quality, highly cash... Show More
Livewire reached out to a group of small cap portfolio managers to ask for a stock that has been unduly sold down as part of a sector de-rating, rather than company specific issues. Their selections specifically highlighted the value now present in retail, mining services and infrastructure. Show More
This thematic of retail being on the nose is picking up momentum with another three reports in the past week documenting the headwinds for retail tenants and in turn landlords. We do agree with the general thesis and that's why we went underweight the retail sector last year but where... Show More