By Richard Coles
09 August 2019, 6:15 PM
While SUN is going through a transition phase this year, we ultimately think steps to refocus and de-risk the business will drive a re-rating over time.
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By Nathan Lead
09 August 2019, 5:49 PM
TCL could be considered to be within the bounds of fair value
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09 August 2019, 5:17 PM
Gold, Evolution Mining, Newcrest Mining, Northern Star, Perseus Mining, Ramelius Resources, Red 5, Regis Resources, Resolute Mining, St Barbara and Westgold Resources.
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By Nick Harris
09 August 2019, 4:56 PM
Analysis on the Telecommunications sector ahead of the August Reporting Season 2019.
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09 August 2019, 12:00 AM
AUD/USD, US 10 Year Bond rate, Aus 10 Year Bond Rate and Spot Gold
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06 August 2019, 5:00 PM
Geopolitical uncertainty, made worse by ongoing US-China trade fears, has shepherded investors into gold and the US dollar (global reserve currency) as a safe haven.
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By Michael Knox
06 August 2019, 4:38 PM
In recent days, world capital markets have been convulsed. It is widely said that this is the result of the aggressive trade negotiation that US President Donald Trump is having with China. In this piece, what I want to look at is first the effects of Trump's tariff proposals relative to the size of US GDP. I then want to look at the position of US financial markets, relative to their underlying fundamentals.
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By Andrew Tang
05 August 2019, 11:00 AM
The market looks vulnerable to some profit-taking into reporting season, but we continue to identify opportunities amongst the noise, including in key large caps Westpac, Oil Search, OZ Minerals, ResMed and Sonic Healthcare.
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02 August 2019, 6:01 PM
Atomos, Imdex, JB Hi-Fi, Macquarie Group, Nufarm, OZ Minerals, Sonic Healthcare, Treasury Wine Estates and Wesfarmers
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By Adrian Prendergast
02 August 2019, 5:43 PM
Rio Tinto (ASX:RIO) is trading close to fair value, although has ongoing capital management potential.
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