ASX:SVW

SEVEN GROUP HOLDINGS LIMITED

Buy Hold Sell
Buy Hold Sell

The market has fallen through November lows to touch levels not seen since 2016. Tune in to this thematic discussion in which Matthew Kidman asks Tobias Yao and Arden Jennings if this really is a dip, or whether it’s time to run for the hills? Tobias and Arden cite the ongoing... Show More

Equities

As reporting season ramps up, there’s a change in leadership underway in mining services says Simon Shields, Principal at Monash Investors Limited. Recently, mining services companies with exposure to the capex cycle have performed very strongly. However, he believes as the mining cycle matures, it’s the production-focused companies that are... Show More

It seems like just weeks ago that February reporting season was wrapping up, but believe it or not, reporting season is upon us again. The Australian market has performed solidly in the period since, having gained 4.4% since the end of February. But this number hides the dichotomy that has... Show More

Robert Frost

We have seen a plethora of analyses in recent weeks from investment banks such as UBS, Morgan Stanley and Citigroup sounding warning bells on the domestic housing market and data from the latest CoreLogic Home Value Index suggests that the Melbourne and Sydney markets are now firmly in retreat. Show More

Buy Hold Sell
Buy Hold Sell

The current bull market has been running for nine years and with rates and inflation on the rise the cycle is getting long in the tooth. So in this environment which stocks can investors turn to? In this episode of Buy Hold Sell we look at 5 companies that have... Show More

Premium
Buy Hold Sell

It's late in the business cycle and it's time to go looking for stocks that could benefit as inflation picks up. Phil King of Regal Funds Management and Steven Ng from Ophir share their views on a selection of stocks with the potential to be late cycle gems. Show More

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Johan Carlberg

At the large end of the market, CSL delivered a standout result during February reporting, and in the mid-cap space Seven Group produced a great result. Here we take a look at their results and highlight a key theme to emerge more broadly during February. Show More

Patrick Poke

At today’s WAM Funds presentation, Chief Investment Officer, Chris Stott, shared some of the key themes and holdings from their current portfolio. He covers their views on the Australian economy, mining services, and retail. He also discusses a company that hadn’t received a visit from an analyst in two years. Show More

Patrick Poke

As the housing construction boom comes to an end, the obvious question for investors is ‘where next?’ One potential opportunity lies in transport infrastructure construction, which is poised to double over the next few years. Between roads and rail, annual spend is expected to increase to $16B by 2020. Show More