ASX:RIO

RIO TINTO LIMITED

Daily Report
James Gerrish

The ASX brushed a weak overnight futures read early in the session as the banks caught a bid for the third day in a row. The buying caught a second wind mid-morning around the time of the RBA Minutes release. There was a significant change in tone from the RBA... Show More

Equities
Peter Gardner

Interest rates around the world, including Australia, have been falling recently. Where conventional wisdom one year ago was for rising rates, now expectations have factored in domestic rate cuts and falling yields over the next 3 years. Aussie 10-year government bonds are at all-time lows standing at 1.75%. This change... Show More

Daily Report
James Gerrish

The local market ran with the positive lead out of the US and Europe on Friday night, combining with some better than expected China PMI data to send the index over 6200. The unofficial number out over the weekend was better than expected, then official, or Caixin PMI once again... Show More

Joseph Kim

The Federal Labor Party has stated it would change the dividend imputation system if returned to power this year. This is expected to see a spike in the number of off-market share buy-backs. The big question for investors is: should you participate? Show More

Equities
Alex Cowie

At the start of the year, we announced the ten most tipped stocks from our Livewire reader survey. Three months into the year, this diverse basket is already up by 25.6% on average (or 26.9% with dividends), versus 8.6% for the ASX200. We saw some impressive results from the most... Show More

JCP  Investment Partners

The reporting season in Australia completed in February. Overall, reporting season exceeded low expectations, with consensus June 2019 forecasts being upgraded marginally (aggregate revisions to June 2019 profits were upgraded by 0.3%). Consensus bottom up eps growth forecasts for the June 2019 year now stand at 6.3%. This is dominated... Show More