All posts by Andrew Tang
Analyst - Equity Strategy
Sectors Covered: Equity Strategy and Quant
By Andrew Tang
10 September 2020, 1:59 PM
We add Sydney Airport (SYD), alliance aviation (AQZ), NextDC (NXT), Incitec Pivot (IPL), Coca-Cola Amatil (CCL), Breville Group (BRG), Super Retail Group (SUL) and Kina Securities (KSL) this month. We remove Cleanawa Waste Management (CWY), Monash IVF (MVF), JB Hi-Fi (JBH), Colins Food (CKF), Catapult sports (CAT).
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By Andrew Tang
01 September 2020, 3:25 PM
With the lack of guidance going into Reporting Season August 2020, we saw a number of companies, particularly those cyclical companies beat FY20 guidance by some margin. This was commonly noted in the retail sector.
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By Andrew Tang
31 August 2020, 10:00 AM
Happy to buy these stocks today: NextDC, Costa Group, Motorcycle Holdings, Shine Justice
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By Andrew Tang
27 August 2020, 12:44 PM
We are happy to buy the following stocks: Jumbo Interactive, Eagers Automotive, MoneyMe, Accent Group, Acrow Formwork and Cardno.
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By Andrew Tang
26 August 2020, 5:44 PM
We are happy to buy the following stocks: TPG Telecom, HUB24, Nanosonics, Wagners Holdings Company, and People Infrastructure.
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By Andrew Tang
25 August 2020, 5:07 PM
We are happy to buy the following stocks: Super Retail Group, Aventus Group, Senex Energy, Superloop, Monash IVF, PTB Group, Isentia Group, SomnoMed and Kelly Partners.
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By Andrew Tang
21 August 2020, 3:05 PM
We are happy to buy the following stocks: Coca-Cola Amatil, Santos, Beacon Lighting, Pro Medicus, InvoCare, Waypoint REIT, The Start Entertainment Group and Perpetual Limited
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By Andrew Tang
17 August 2020, 3:20 PM
Reporting season kicked off in earnest last week with ~13% of the ASX 300 reporting results. The low bar for earnings was clearly evident with the bulk of companies reporting either inline or above (low) expectations despite median reported FY20 EPS growth coming in at -9%.
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By Andrew Tang
04 August 2020, 9:15 AM
We add Beach Energy, AP Eagers, Redbubble, Karoon Energy, Monash IVF, Catapult Group and People Infrastructure this month. We remove Spark Infrastructure and Computershare.
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By Andrew Tang
21 July 2020, 4:40 PM
The government announced today that it would extend the JobKeeper wage subsidy to March 2021. What are the market implications?
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