By Nick Harris
29 June 2020, 2:50 PM
In this update, I comment on the TPG merger and discuss a big picture view on telco (including lessons learnt of 5G from South Korea).
By Tom Sartor
29 June 2020, 1:35 PM
With COVID-19 wreaking havoc on the ability to forecast corporate earnings in the current half year, we're seeing a much larger than usual number of companies seeking to keep the market informed via trading updates, guidance updates and/or unaudited results well ahead of their full financial results due in August.
By Tom Sartor
29 June 2020, 10:30 AM
After some stunning rebounds, we see better opportunities among the major banks, telcos and select industrials, and among sub-segments of the REITs
By Nathan Lead
25 June 2020, 4:44 PM
In this update, I comment on Sydney Airport (ASX:SYD) and my perspective on their future outlook. Additionally, I talk about Transurban (ASX:TCL) and what their latest distribution and traffic update means for investors.
By Michael Knox
25 June 2020, 10:02 AM
I discuss the aggressive rate cuts by the Fed which led the US dollar to fall and the Australian dollar to rise.
By Alex Lu
25 June 2020, 7:50 AM
WOW has announced plans to develop two automated distribution centres at Moorebank, NSW for an investment of A$700-780m over four years.
By Terri Bradford
23 June 2020, 3:45 PM
From a tax and investment perspective, depending on what is appropriate, it may be useful to defer income to the new financial year where possible, bring forward deductible expenses and minimise capital gains, if any. As always, speak to your accountant for specific tax advice.
By Azib Khan
22 June 2020, 12:00 PM
We have a positive view on the major banks at current share prices, with the exception of CBA. We upgrade our ANZ recommendation to Add. WBC is our preferred major bank and CBA is least preferred.
By Violeta Todorova
22 June 2020, 11:20 AM
Nick Scali (NCK), Splitit Payments (SPT), Adairs (ADH), Hotel Property Investments (HPI)
By Andrew Tang
22 June 2020, 9:45 AM
We still believe the future looks positive for the equity market, but ‘great expectations’ of the successful reopening of the economy and the eventual development of a vaccine, may be what hampers the market’s near-term performance as we saw last week.