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30 January 2020, 9:50 AM
S&P 500, S&P/ASX 200 (XJO), US Dollar Index (DXY), AUS/USD and Copper
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By Scott Murdoch
29 January 2020, 4:53 PM
We are positive on CCP with it having a strong, visible organic growth path, and further upside from likely capital deployment over 12-18 months. However, we retain a Hold based on valuation – looking for some additional upside to buy.
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28 January 2020, 11:36 AM
HUB24 (HUB), Aventus Group (AVN), APN Convenience Retail REIT (AQR), Bingo Industries (BIN) and Elders (ELD).
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By Andrew Tang
24 January 2020, 3:10 PM
Record market highs confound the fundamental headwinds from weaker earnings expectations. Logic suggests February results look far more likely to generate downside rather than upside price risk, but we argue how this disconnect may actually weather another uninspiring profit season.
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23 January 2020, 3:12 PM
Woolworths (WOW), Wesfarmers (WES), Coles Group (COL), Challenger Financial Svcs (CGF) and Redbubble (RBL).
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By Adrian Prendergast
23 January 2020, 1:20 PM
Overall a positive second quarter operational result from BHP.
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By Terri Bradford
22 January 2020, 1:29 PM
The new year brings in some new changes for superannuation. Let's review the year ahead.
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21 January 2020, 4:43 PM
AP Eagers (ASX:APE) provides strong leverage to a recovery in car sales when they ultimately turn (as implied in our current price target), however the potential for further consensus downgrades is a risk we would prefer to get more clarity on. We therefore lower our rating to Hold.
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21 January 2020, 12:03 PM
While a return to more normal trading patterns is inevitable, timing around an ‘outdoor’ recovery in general is uncertain. Hence, we have chosen to downgrade our FY21 forecasts (on top of FY20).
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By Adrian Prendergast
20 January 2020, 3:50 PM
Reporting a solid Q4 for its flagship iron ore operations, we see Rio as having notable potential for announcing a special dividend at its February result.
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