By Nathan Lead
14 October 2019, 1:10 PM
We have moderated forecast EBITDA by 1-2% to reflect the softer traffic growth on key Australian roads in the September quarter. Additionally we have revised the corporate tax modelling, lifting our 12 month price target. We retain a HOLD rating.
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By Andrew Tang
14 October 2019, 12:32 PM
Our best ideas are those that we think offer the highest risk-adjusted returns over a 12-month timeframe supported by a higher-than-average level of confidence. They are our most preferred sector exposures
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11 October 2019, 5:06 PM
Netwealth Group, Transurban Group, Atlas Arteria, Inghams, Silver Lake Resources, Ramelius Resources, Crude Oil, Central Petroleum
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By Michael Knox
11 October 2019, 3:46 PM
Oil fundamentals are good. The problem is the $US has been rising.
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By Michael Knox
11 October 2019, 11:34 AM
The RBA needs to get unemployment down to 4.00%, before it can raise core inflation to 2.5%.
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By Michael Knox
10 October 2019, 5:50 PM
The Fed being wrong is about growth, especially in 2021. Next year, perhaps earlier, they will need to cut rates further.
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10 October 2019, 4:23 PM
Firstwave Cloud Technology, Cleanaway Waste Management, Regis Healthcare, AMP Ltd, Flight Centre Travel
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04 October 2019, 4:23 PM
S&P 500, S&P/ASX 200, Bega Cheese, Flight Centre Travel, IRESS , Cooper Energy.
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03 October 2019, 4:23 PM
Macquarie Group, Tabcorp Holdings, Panoramic Resources, Domain Holdings Australia, Mayne Pharma Group
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