Podcast: Bank To The Future – Michael Eidel, CEO and MD of Openpay (Ep 10) By Chris Titley 06 August 2020, 4:25 PM In episode 10 of the Bank to the future podcast series I sit down with Michael Eidel, CEO and MD of Openpay. Read more...
Corporate Travel Management: Should reward patient investors By Belinda Moore 06 August 2020, 3:54 PM Corporate Travel Management (ASX:CTM) is well positioned to navigate the extremely challenging operating conditions the travel industry is enduring due to COVID-19. It has a low cost base, relatively capital light business model and plenty of available liquidity. Read more...
Technical analysis: 6 August 2020 By Violeta Todorova 06 August 2020, 3:33 PM Incitec Pivot, Pendal Group, PolarX, Ramelius Resources and Evolution Mining. Read more...
Reporting Season Preview: Infrastructure By Nathan Lead 05 August 2020, 10:00 AM In this update, I highlight APA Group (APA), Ausnet Services (AST), Spark Infrastructure Group (SKI), Atkas Arteria (ALX), Aurizon Holdings (AZJ), Sydney Airport (SYD), Transurban (TCL), Bingo Industries (BIN), Cleanaway Waste Management (CWY), Qube Holdings (QUB), as well as the CPI, CGB10 and BILL90. Read more...
Super Retail Group – Supportive backdrop should play out for a while yet By Josephine (Jo) Little 04 August 2020, 5:00 PM We think the recent tailwinds supporting Super Retail Group's (ASX:SUL) sales can continue over the next 12 months, providing a highly supportive sales/earnings backdrop for the group. Read more...
Podcast: Bank To The Future: Joseph Healy, Co-Founder & Co-CEO of Judo Bank (Ep 9) By Chris Titley 04 August 2020, 4:15 PM In episode 9 of the Bank to the future podcast series I sit down with Joseph Healy, Co-founder and Co-CEO of Judo Bank.. Read more...
Morgans Best Ideas: August 2020 By Andrew Tang 04 August 2020, 9:15 AM We add Beach Energy, AP Eagers, Redbubble, Karoon Energy, Monash IVF, Catapult Group and People Infrastructure this month. We remove Spark Infrastructure and Computershare. Read more...
Technical analysis: 3 August 2020 By Violeta Todorova 03 August 2020, 4:26 PM S&P/ASX 50, AMP Ltd, Australian Foundation and Super Retail Group. Read more...
A statement of recovery By Michael Knox 03 August 2020, 4:05 PM I explain the reason why I believe the government will outperform its own estimates for both 2020 and 2021. Read more...
Aussie dollar heading to over 80 US cents By Michael Knox 30 July 2020, 4:45 PM What are the biggest drivers on the Aussie dollar over the next few years? Read more...