By Belinda Moore
25 February 2021, 12:30 PM
FLT is well placed to benefit from an eventual recovery in travel activity and
vaccine success could accelerate its recovery. However, its exposure to
international Leisure travel and higher cost bricks and mortar business model, will
mean it will be one of/if not the last to reach pre COVID levels of profitability of its
peers.
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By Andrew Tang
25 February 2021, 10:30 AM
Today, Thursday the 25th of February, we are happy to buy Eagers Automotive (ASX:APE), Nanosonics (ASX:NAN), Home Consortium (ASX:HMC), Idp Education (ASX:IEL), Helloworld Travel (ASX:HLO), Medibank Private (ASX:MPL), Bega Cheese (ASX:BGA), Moneyme (ASX:MME) and Australian Vintage (ASX:AVG).
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By Alex Lu
24 February 2021, 3:00 PM
Woolworths (WOW) reported a 1H21 result well ahead of expectations, with Big W's turnaround gaining momentum. Hotels earnings were lower albeit better than we expected.
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By Michael Knox
24 February 2021, 2:30 PM
The US deficit (almost the largest since WW2) will drive a boom in international trade in 2021 and 2022.
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By Azib Khan
24 February 2021, 12:32 PM
Bank of Queensland (ASX:BOQ) has announced that it has entered into an agreement to acquire 100% of Members Equity Bank Limited (ME Bank) for cash consideration of $1.325bn. The acquisition will be funded by an underwritten capital raising of $1.35bn at a price of $7.35 per share.
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By Andrew Tang
24 February 2021, 10:50 AM
Today, Wednesday the 24th of February, we are happy to buy APA Group (ASX:APA), HUB24 (ASX:HUB), Superloop (ASX:SLC), Acrow Formwork (ASX:ACF), Jumbo Interactive (ASX:JIN), MyDeal.com.au (ASX:MYD), Ramelius Resources (ASX:RMS), Garda Property Group (ASX:GDF), Access Innovation (ASX:AIM), and SomnoMed (ASX:SOM).
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By James Lawrence
23 February 2021, 3:00 PM
Jumbo Interactive (JIN) reported a 1H21 result in-line with expectations. While we have tempered our expectations over the forecast period, we believe JIN is well placed to grow customers and TTV across all three of its new divisions.
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By Richard Coles
23 February 2021, 2:30 PM
We think Macquarie Group (MQG) remains well positioned to seize opportunities on the other side of Covid-19.
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By Andrew Tang
23 February 2021, 12:00 PM
Today, Tuesday the 23rd of February, we are happy to buy Bank of Queensland (ASX:BOQ), Costa Group (ASX:CGC), Senex Energy (ASX:SXY), Booktopia Group (ASX:BKG) and PTB (ASX:PTB).
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By Anthony Porto
23 February 2021, 8:00 AM
Seek has reported a very strong 1H21 result, with market recovery coming quicker than expected. However, the announced sale of a stake in Zhaopin below our previously assumed value overshadowed this result.
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