By Scott Murdoch
09 July 2020, 9:50 AM
In this piece, I provide an update on the Financial Services sector. In detail, I discuss Magellan (MFG), Pendal (PDL) and Pinnacle Investment (PNI).
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By Michael Knox
08 July 2020, 3:50 PM
The Australian and US economies will recover rapidly, but the US equities market has moved too far ahead.
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By Richard Coles
14 July 2020, 12:00 AM
Afterpay Touch (ASX:APT) produced another very strong quarter in 4Q20, delivering 46% sequential sales growth combined with relatively stable operating margins. APT's momentum continues to be highly impressive, but trading on 37x FY20 revenue, we see its valuation as fair and maintain our HOLD call.
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By Andrew Tang
07 July 2020, 5:00 PM
Key additions this month include Santos, ALS Limited, HUB, Adairs, Baby Bunting Group, PWR Holdings, Acrow Services, ZIP Co, Aventus Group, Costa Group Holdings and Strandline Resources.
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07 July 2020, 4:15 PM
In episode 2 of the Bank to the future podcast series I sit down with Rob Bell CEO of 86400. 86400 is a digital bank offering a savings and a lending product and has been operating in Australia nearly 2 years under a full ADI.
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06 July 2020, 9:00 AM
Collins Foods (CKF), Cochlear (COH), CSL Ltd (CSL) and Sonic Healthcare (SHL).
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By Scott Murdoch
02 July 2020, 2:40 PM
We view NWL as a high-quality business, although fully valued at current levels. We retain an Add recommendation on HUB.
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01 July 2020, 4:15 PM
In episode 1 of the Bank to the future podcast series I sit down with Dom Pym, the Co - Founder of Up. Up is a digital bank in partnership with Ferocia and Bendigo Bank (ASX:BEN).
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By Michael Knox
01 July 2020, 2:50 PM
I prepared four questions for the RBA Deputy Governor Guy Debelle, at an event hosted by the Economic Society of Australia (QLD) and Morgans on 30 June 2020.
The Governor's answers surprised me.
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01 July 2020, 2:30 PM
In this piece, I detail Jumbo Interactive (ASX:JIN) and their most recent extension to their Tabcorp (ASX:TAH) reseller arrangement, their reaffirmed FY20 guidance and our most recent rating upgrade.
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