By Tom Sartor
23 November 2020, 2:25 PM
The dominant global technology and consumer franchises are leveraging COVID inspired structural shifts and continue to lead the market recovery.
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By Violeta Todorova
23 November 2020, 8:00 AM
Estia Health (ETE), SCA Property Group (SCP), FlexiGroup (FXL), Data#3 (DTL and ResMed Inc (RMD).
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By Violeta Todorova
20 November 2020, 10:00 AM
Orocobre (ORE), AGL Energy (AGL), APN Industria REIT (ADI), Charter Hall REIT (CQR) and GPT Group (GPT).
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By Chris Titley
19 November 2020, 4:31 PM
In Episode 30 I sit down with Robbie Cooke, Chief Executive Officer of Tyro (ASX:TYR).
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By Tom Sartor
19 November 2020, 3:45 PM
1H21 underlying financials met the market’s expectations helped by thorough
disclosure through COVID.
All indications suggest 1Q21 will mark the low-point in activity, with resilient
margins and much stronger 2Q sample flows seen continuing into 2H21.
We forecast earnings to recover back to pre-COVID levels during 1H22,
contingent on avoiding further hard lockdowns in key geographies.
Our blended valuation is based on our FY22 forecasts and adjus...
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By Fiona Buchanan
19 November 2020, 10:30 AM
Centuria Industrial REIT (ASX:CIP) has announced the acquisition of three cold storage facilities for A$171.1m. The acquisitions will be funded via an underwritten placement (A$125m at A$3.06) as well as debt.
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By Belinda Moore
19 November 2020, 9:50 AM
A2M has maintained guidance at its AGM. While highly qualified and requiring a
material 2H21 improvement, commentary on initial signs of a recovery in corporate
daigou demand and improving daigou channel inventory are encouraging.
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By Violeta Todorova
19 November 2020, 9:30 AM
Superloop (SLC), Monash IVF (MVF), Whitehaven Coal (WHC), Credit Corp (CCP) and Cromwell Property Group (CMW).
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By Belinda Moore
18 November 2020, 2:00 PM
We have increased our forecasts with FY21 expected to be another good year given ELD will benefit from improved summer cropping conditions, a full 12 months of the AIRR acquisition and synergies and recent bolt-ons.
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By James Lawrence
18 November 2020, 10:30 AM
Aristocrat Leisure (ASX:ALL) reported a solid set of numbers across the board with the land-based division impacted significantly by COVID-19, while the digital division saw very strong growth.
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