BHP Group: Chance for a special dividend By Adrian Prendergast 22 July 2019, 12:36 PM We see strong potential for BHP to also announce a special dividend of US$0.40ps when it reports its full year FY19 earnings next month. Read more...
Major Banks: Improving outlook trumps transitory imposts By Azib Khan 22 July 2019, 9:00 AM Stimulus initiatives are serving to de-risk outlook for sector Read more...
Podcast: The Fed adopts an easing bias By Michael Knox 12 July 2019, 1:42 PM The data has changed since May, they say... Read more...
Reece: Reece's Pieces By Taarika Raju 11 July 2019, 11:34 AM We see REH’s value proposition outweighing near term headwinds. Read more...
Podcast: Too early for the Fed to cut By Michael Knox 11 July 2019, 10:56 AM The Fed needs to slow the economy to a long term sustainable growth rate, before it can cut rates. Read more...
Rio Tinto – Great shape justifies hefty price By Adrian Prendergast 11 July 2019, 9:45 AM After a review of our assumptions and forecasts for RIO, along with a mark-to-market on our iron ore forecasts, we lift our valuation. Read more...
Personal income tax cuts now law By Terri Bradford 08 July 2019, 1:15 PM During their 2019 Federal Election campaign, Scott Morrison and his Government promised the people of Australia they would deliver on their proposed Tax Reforms from the 2019 Federal Budget. And they did just that last week. Read more...
Podcast: How many more cuts for the RBA? By Michael Knox 05 July 2019, 12:19 PM The RBA still needs two more rate cuts in order to support household consumption and lift inflation towards the RBA target. Read more...
Woolworths: Moving some pieces around By Alex Lu 04 July 2019, 11:18 AM Woolwoths (WOW) has announced its intention to combine Endeavour Drinks and ALH Group (to be called Endeavour Group) ahead of a possible demerger in CY20. Read more...
Rocks & Stocks: Junior Miners Buy when no one's shopping By Tom Sartor 02 July 2019, 3:14 PM Market interest in the Juniors is depressed despite the fact the large miners – and their shareholders – are reaping the cash flow rewards of a production boom. Read more...