Breaking $3bn AUM

06 Aug 2021

Stocks mentioned: CIP | Recommendation: Hold

CIP's FY21 result was in line with guidance and expectations. CIP has been very active with A$966m..… Read more

Upside opening up

06 Aug 2021

Stocks mentioned: DEL | Recommendation: Speculative Buy

We think DEL's share price has found a floor near 20cps after soft trading following its IPO. We...… Read more

Breaking new ground

05 Aug 2021

Stocks mentioned: PNI | Recommendation: Hold

PNI reported group NPAT of A$67m, +107% on the pcp. Excluding Principal Investment and performance..… Read more

Short-term uncertainties weigh

05 Aug 2021

Stocks mentioned: KLL | Recommendation: Speculative Buy

While we continue to see the long-term upside possible, increasing near-term uncertainties have...… Read more
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