By Steve Sassine
19 October 2021, 8:30 AM
MoneyMe (ASX:MME) released its 1Q22 trading update, with record originations/revenue and the continued growth of the Autopay product the key highlights in our view.
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By Adrian Prendergast
19 October 2021, 8:00 AM
As expected the oil & gas sector is now enjoying a ‘catch up’ rally, as a delayed re-rating to rising oil and gas prices starts to kick in.
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By Nathan Lead
19 October 2021, 7:30 AM
We adjust our DCF valuation approach to concession-based assets, and also update our modelling for spot FX, traffic, and valuation roll-forward.
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By Scott Murdoch
19 October 2021, 7:00 AM
Excluding the acquired Taswest Limited (ASX:TSW) business, Pendal Group (ASX:PDL) reported 4Q21 FUM (funds under management) of A$106.1bn, down marginally on 3Q21 (A$106.7bn). TSW closed with A$33.1bn FUM.
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By Michael Knox
18 October 2021, 12:00 PM
There is more to monetary policy than just increasing the cash rate. Chief Economist Michael Knox discusses how there are many more variable elements to consider when understanding monetary policy.
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By Adrian Prendergast
18 October 2021, 11:30 AM
Rio Tinto's (ASX:RIO) 3Q21 brought a second consecutive quarter with guidance downgrades in multiple areas, although not substantial revisions in order of magnitude.
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By Adrian Prendergast
18 October 2021, 11:00 AM
South32 (ASX:S32) to acquire a 45% stake in the Sierra Gorda copper mine in Chile, adding copper and molybdenum into its already highly diversified business.
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By Anthony Porto
18 October 2021, 10:30 AM
We incorporate Domain Holdings Australia's (ASX:DHG) acquisition of Insight Data Solutions (IDS) into our forecasts and valuation following completion of the deal.
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By Belinda Moore
18 October 2021, 10:00 AM
Unsurprisingly, COVID has continued to impact some of Treasury Wine Estates' (ASX:TWE) key channels, particularly the higher margin ones. However, with key markets starting to reopen, we expect sales to improve from here.
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By Nathan Lead
18 October 2021, 9:30 AM
Adjusting our valuation approach has unearthed an additional source of incremental value. We upgrade from HOLD to ADD.
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