Five high conviction stocks in August 2019 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. Read more...
Technical Analysis: 2 August 2019 By Violeta Todorova 02 August 2019, 6:01 PM Atomos, Imdex, JB Hi-Fi, Macquarie Group, Nufarm, OZ Minerals, Sonic Healthcare, Treasury Wine Estates and Wesfarmers Read more...
Rio Tinto: Delivers special dividend 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. Read more...
Coles Group - a lot happening at Coles By Alex Lu 02 August 2019, 5:27 PM Coles Group (ASX:COL) is due to report its FY19 result on 22 August. We maintain our Hold rating. Read more...
Woolworths - Looking to maintain momentum By Alex Lu 02 August 2019, 4:41 PM Woolworths (ASX:WOW) is due to report its FY19 result on 29 August. We maintain our Hold rating Read more...
Reporting season preview: Gaming and Professional Services By James Lawrence 01 August 2019, 3:00 PM We review the Gaming and Professional Services Sector ahead of the Reporting Season August 2019. Read more...
2019 Noosa Conference Wrap By Adrian Prendergast 25 July 2019, 12:55 PM We look back on what was another stellar Noosa Mining & Exploration Conference, which was held on July 17-19. Read more...
Insurance/Diversified Financials: Mark-to-market By Richard Coles 23 July 2019, 4:40 PM We see more downside risks than upside risks heading into reporting season, with the exception largely being the health insurers. Read more...
Reporting season preview By Andrew Tang 23 July 2019, 11:40 AM We flag several stocks to watch in August with potential to beat expectations, and importantly, flag several stocks to avoid Read more...
Sydney Airport: Valuation support in a lower-for-longer world By Nathan Lead 22 July 2019, 4:54 PM Benefits from lower interest rates on new and unhedged debt Read more...