Equity Strategy Update: July 2020 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. Read more...
Asset Allocation: September quarter re-balance 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. Read more...
Podcast – Bank To The Future: Andy Taylor, CEO for Douugh (Ep 3) By Chris Titley 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. Read more...
Financial Services: Fund managers - mark to market By Scott Murdoch 09 July 2020, 9:50 AM In this piece, I provide an update on the Financial Services sector. In detail, I discuss Magellan (MFG), Pendal (PDL) and Pinnacle Investment (PNI). Read more...
Podcast: Recovery from the pandemic By Michael Knox 08 July 2020, 3:50 PM The Australian and US economies will recover rapidly, but the US equities market has moved too far ahead. Read more...
Afterpay Touch - Refilling the tan after a good quarter By Richard Coles 14 July 2020, 12:00 AM Afterpay Touch (ASX:APT) produced another very strong quarter in 4Q20, delivering 46% sequential sales growth combined with relatively stable operating margins. APT's momentum continues to be highly impressive, but trading on 37x FY20 revenue, we see its valuation as fair and maintain our HOLD call. Read more...
Morgans Best Ideas July 2020 By Andrew Tang 07 July 2020, 5:00 PM Key additions this month include Santos, ALS Limited, HUB, Adairs, Baby Bunting Group, PWR Holdings, Acrow Services, ZIP Co, Aventus Group, Costa Group Holdings and Strandline Resources. Read more...
Podcast – Bank To The Future: Rob Bell, CEO of 86400 (Ep 2) By Chris Titley 07 July 2020, 4:15 PM In episode 2 of the Bank to the future podcast series I sit down with Rob Bell CEO of 86400. 86400 is a digital bank offering a savings and a lending product and has been operating in Australia nearly 2 years under a full ADI. Read more...
Technical analysis: 6 July 2020 By Violeta Todorova 06 July 2020, 9:00 AM Collins Foods (CKF), Cochlear (COH), CSL Ltd (CSL) and Sonic Healthcare (SHL). Read more...
Financial Services - Platforms: expecting solid 4Q20 FUA levels By Scott Murdoch 02 July 2020, 2:40 PM We view NWL as a high-quality business, although fully valued at current levels. We retain an Add recommendation on HUB. Read more...