Podcast – Bank To The Future: Dom Pym, Co - Founder of Up (Ep 1) By Chris Titley 01 July 2020, 4:15 PM In episode 1 of the Bank to the future podcast series I sit down with Dom Pym, the Co - Founder of Up. Up is a digital bank in partnership with Ferocia and Bendigo Bank (ASX:BEN). Read more...
Questions to the RBA By Michael Knox 01 July 2020, 2:50 PM I prepared four questions for the RBA Deputy Governor Guy Debelle, at an event hosted by the Economic Society of Australia (QLD) and Morgans on 30 June 2020. The Governor's answers surprised me. Read more...
Jumbo Interactive (ASX:JIN) - Short-term pain for long-term gain By James Lawrence 01 July 2020, 2:30 PM In this piece, I detail Jumbo Interactive (ASX:JIN) and their most recent extension to their Tabcorp (ASX:TAH) reseller arrangement, their reaffirmed FY20 guidance and our most recent rating upgrade. Read more...
Sector Update: Telecommunications 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). Read more...
Pre-reporting season catalysts 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. Read more...
Covid-19 Roadmap: Sector outlooks and strategies 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 Read more...
Sector Update: Industrials 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. Read more...
Why is Australian dollar so strong? 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. Read more...
Woolworths: Investing in the long term supply chain 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. Read more...
Investment strategies for end of financial year planning 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. Read more...