By Chris Titley
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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By Violeta Todorova
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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By Chris Titley
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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By James Lawrence
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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By Nick Harris
29 June 2020, 2:50 PM
In this update, I comment on the TPG merger and discuss a big picture view on telco (including lessons learnt of 5G from South Korea).
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By Tom Sartor
29 June 2020, 1:35 PM
With COVID-19 wreaking havoc on the ability to forecast corporate earnings in the current half year, we're seeing a much larger than usual number of companies seeking to keep the market informed via trading updates, guidance updates and/or unaudited results well ahead of their full financial results due in August.
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By Tom Sartor
29 June 2020, 10:30 AM
After some stunning rebounds, we see better opportunities among the major banks, telcos and select industrials, and among sub-segments of the REITs
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By Nathan Lead
25 June 2020, 4:44 PM
In this update, I comment on Sydney Airport (ASX:SYD) and my perspective on their future outlook. Additionally, I talk about Transurban (ASX:TCL) and what their latest distribution and traffic update means for investors.
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