Podcast: The US dollar is far too high By Michael Knox, 17 August 2018, 3:59 PM Chief Economist and Director of Strategy The Euro is extremely oversold and the Aussie dollar is moderately oversold. By year end we expect the Euro to go up followed by the Aussie.
Technical update: 17 August 2018 By Violeta Todorova, 17 August 2018, 1:57 PM Senior Technical Analyst Sectors Covered: Nanosonics, Bellamy's Australia, Telstra Corporation and Villa World
Telstra Corporation – No bad news is good news By Nick Harris, 17 August 2018, 12:24 PM Senior Analyst Sectors Covered: Telecommunications, Technology and Financial Services It's tough, but not getting worse.
Reporting Season Road Map: 17 August 2018 By Andrew Tang, 17 August 2018, 9:46 AM Analyst - Equity Strategy Sectors Covered: Equity Strategy and Quant Three top stock picks for today – Telstra Corporation (TLS), OZ Minerals (OZL) and IPH Limited (IPH).
Reporting Season Road Map: 16 August 2018 By Andrew Tang, 16 August 2018, 11:05 AM Analyst - Equity Strategy Sectors Covered: Equity Strategy and Quant Two top stock picks for today – Bellamy's Australia (BAL) and Aveo Group (AOG).
Bellamy's Australia: Favourable risk/reward emerges By Belinda Moore, 16 August 2018, 9:10 AM Senior Analyst Sectors Covered: Agriculture, Food & Beverage, Travel Sell-off creates opportunity
Podcast: Trump vs China By Michael Knox, 15 August 2018, 1:22 PM Chief Economist and Director of Strategy We believe that Trump has three major objectives in his trade dispute with China. The first has already been achieved.
Reporting Season Road Map: 15 August 2018 By Andrew Tang, 15 August 2018, 10:23 AM Analyst - Equity Strategy Sectors Covered: Equity Strategy and Quant Two top stock picks for today – National Australia Bank (NAB) and Australian Finance Group (AFG)
Reporting Season Road Map: 14 August 2018 By Andrew Tang, 14 August 2018, 4:15 PM Analyst - Equity Strategy Sectors Covered: Equity Strategy and Quant Four top stock picks for today – Cooper Energy (COE), Aventus Retail Fund (AVN), People Infrastructure (PPE) and Praemium (PPS)
People Infrastructure (PPE): Latest acquisition By James Lawrence, 14 August 2018, 1:25 PM Analyst Sectors Covered: Gaming, Professional Services, Fixed Interest PPE has entered into agreements to acquire two nursing businesses in Sydney which will significantly increase the company's scale in this attractive sector. We have increased our target price.