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17 July 2020, 4:15 PM
In episode 5 of the Bank to the future podcast series I sit down with Steve Weston Co-Founder and CEO of Volt (Ep 5). Volt has a full Authorised Deposit taking institution (ADI) licence and was the first startup to do so.
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By Adrian Prendergast
16 July 2020, 11:55 AM
Along with its June quarter result, Woodside Petroleum (ASX:WPL) flagged impairments at its upcoming August result. Overall we saw a better Q2 result than expected, albeit realised LNG prices plummeted. As a result. we maintain our Hold rating on WPL.
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16 July 2020, 10:37 AM
Dow Jones Industrial Average, S&P/ASX 200, Copper, Bapcor (BAP) and Aurizon Holdings (AZJ).
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By Michael Knox
16 July 2020, 12:00 AM
In this piece, I discuss how just as in the previous business cycle, expansion in the US budget deficit should see a fall in the US dollar and a rise in commodity prices.
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14 July 2020, 4:15 PM
In episode 4 of the Bank to the future podcast series I sit down with Matt Baxby CEO of Revolut Australia (Ep 4). Matt was formerly group CFO of BOQ (ASX:BOQ) before taking up the role as local CEO of Revolut Australia in Feb 2020.
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By Adrian Prendergast
14 July 2020, 2:40 PM
In this blog, I review my position ahead of the up coming June quarter result and half year earnings result. We maintain our ADD position, with a revised price target.
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By Nathan Lead
14 July 2020, 9:44 AM
Aurizon Holdings (ASX:AZJ) will report its FY20 result on 10 August. As a result of Q4 volume weakness, we expect EBIT to be at the bottom end of the $880-930m guidance range. The forecast dividend yield of 5.9% (~70% franked, 100% earnings payout) continues to be appealing, as does the relative revenue resilience, investment grade balance sheet, and potential for further buybacks.
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By Andrew Tang
13 July 2020, 3:50 PM
I explore the risks and opportunities for the market, ahead of the critical August reporting season.
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By Tom Sartor
13 July 2020, 9:20 AM
The stunning rebound in the US equity market in the March quarter looks to have run ahead of fundamentals, particularly as the pandemic leaves complex economic questions in its wake. As such we remain on the look out to allocate more active weight toward beneficiaries of a cyclical recovery, but that looks far too early to call with the information at hand.
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09 July 2020, 4:15 PM
In episode 3 of the Bank to the future podcast series I sit down with Andy Taylor, CEO for Douugh. Douugh is a digital platform allowing integration with existing bank accounts. It then uses an artificial intelligence (AI) first approach to help customers live financially healthier.
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