Australia Strategy: Catalyst season

By Andrew Tang

18 October 2021, 8:30 AM

We identify 23 stocks with material upcoming catalysts, with notable opportunities in highly rated names including Corporate Travel (ASX:CTD), Reliance Worldwide (ASX:RWC), Tyro Payments (ASX:TYR) and Lovisa (ASX:LOV).

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Reporting Season Review: August 2021

By Andrew Tang

06 September 2021, 12:00 PM

August rounded out another successful reporting period for listed companies boosted by resilient demand and healthy balance sheets. Investors were treated to a record +$38bn in dividends despite the near-term uncertainty, signalling confidence in the post-pandemic economy

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Federal Budget 2021-22: Market implications

By Andrew Tang

11 May 2021, 9:55 PM

In our view, the Budget is unlikely to bring about significant revisions to corporate earnings, however the ongoing commitment to support the economic ‘restart’ will underpin market sentiment and lead to further gains over the next 6-12 months.

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Reporting Season Review

By Andrew Tang

02 March 2021, 11:10 AM

After going missing in 2020, dividends made a big return in February. With key sectors Banks, Resources and Insurers providing positive income surprise.

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