By Alexander Mees
30 November 2021, 8:30 AM
We think investors are already beginning to warm to the idea of ADH’s $80m acquisition of Focus on Furniture.
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By Andrew Tang
29 November 2021, 9:00 AM
Tactically, we stay overweight equities as we expect the tailwinds from the economic restart to overshadow the near-term risks.
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By Adrian Prendergast
26 November 2021, 8:30 AM
Years of significant underspend in the Pilbara have caught up with Rio Tinto (ASX:RIO) with current issues now looking more long term.
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By Alexander Mees
26 November 2021, 8:00 AM
Universal Store (ASX:UNI) continues to impress us. LFLs in the first 20 weeks of FY22 were +3.1%, more than 2 ppts above our estimate of 1.0%.
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By Michael Knox
26 November 2021, 7:30 AM
Brainard is brilliant, but Powell a better leader.
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By Belinda Moore
25 November 2021, 9:00 AM
Webjet's (ASX:WEB) 1H22 result continued to be severely impacted by COVID. Importantly, it is now generating positive operating cashflow and it has plenty of liquidity.
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By Adrian Prendergast
24 November 2021, 9:00 AM
A big week for Woodside Petroleum (ASX:WPL), reaching FID on Scarborough and signing the share sale agreement (SSA) with BHP Group (ASX:BHP) making the oil & gas merger binding.
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By Adrian Prendergast
24 November 2021, 8:30 AM
BHP Group (ASX:BHP) has signed a share sale agreement (SSA) with Woodside Petroleum (ASX:WPL), with the proposal to merge their two petroleum businesses now binding.
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By Nathan Lead
24 November 2021, 8:00 AM
APA Group’s (ASX:APA) share price has rebounded strongly after it was beaten to the acquisition of AusNet Services (ASX:AST), reflecting the market’s relief that the transaction did not proceed.
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By Tom Sartor
23 November 2021, 9:00 AM
Sep-Q results again exceeded expectations across the global leaders, but by a smaller margin and with supply chain issues and inflationary headwinds softening the outlook. Markets have a few reasons to be bumpier into 2022.
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