By Anthony Porto
19 March 2021, 4:00 PM
Large classified players remain on a HOLD, but we are starting to see value emerge and near term expectations look well supported for the Online and Emerging Technology sectors.
Read more...
By Josephine (Jo) Little
03 March 2021, 10:30 AM
Consensus upgrades broadly continued for the discretionary retail sector over the 1H21 reporting season, with strong demand continuing while international travel restrictions remain in place and well placed household balance sheets.
Read more...
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.
Read more...
By Tom Sartor
01 March 2021, 2:15 PM
February was a stunning reporting season. Beats strongly overwhelmed misses by a record margin versus recent history. But Beats didn’t drive strong price performance.
Read more...
By Andrew Tang
26 February 2021, 10:00 AM
Today, Friday the 26th of February, we are happy to buy Atlas Arteria (ASX:ALX), Zip Co Ltd. (ASX:Z1P), Nextdc Ltd. (ASX:NXT), Sydney Airport Holdings (ASX:SYD), TPG Telecom Ltd. (ASX:TPG), Universal Store Holdings (ASX:UNI), Aventus Group (ASX:AVN), Karoon Energy Ltd. (ASX:KAR) and Novonix Ltd. (ASX:NVX).
Read more...
By Richard Coles
25 February 2021, 6:00 PM
Zip Co (Z1P) reported a 1H21 loss; however, we think momentum across the business remains very strong, particularly the traction Z1P is gaining in the US.
Read more...
By Richard Coles
25 February 2021, 3:30 PM
Afterpay Touch reported another solid result for 1H21, with strong growth in key metrics and again a relatively stable overall margin performance.
Read more...
By Nathan Lead
25 February 2021, 2:30 PM
Sydney Airport's FY20 result was broadly as expected, and we are optimistic that pax will be in a sustained recovery phase over the next 12 months. ADD retained.
Read more...
By Belinda Moore
25 February 2021, 1:00 PM
The A2 Milk Company's (A2M) underlying 1H21 result was weak but was slightly ahead of guidance. Disappointingly, A2M has issued another material earnings downgrade.
Read more...
By Andrew Tang
25 February 2021, 10:30 AM
Today, Thursday the 25th of February, we are happy to buy Eagers Automotive (ASX:APE), Nanosonics (ASX:NAN), Home Consortium (ASX:HMC), Idp Education (ASX:IEL), Helloworld Travel (ASX:HLO), Medibank Private (ASX:MPL), Bega Cheese (ASX:BGA), Moneyme (ASX:MME) and Australian Vintage (ASX:AVG).
Read more...