By Andrew Tang
03 October 2023, 1:00 PM
This quarter, we increase our cautious tilt: overweight cash, and underweight risky assets including Global and Australian equities, and real assets. We remain balanced on fixed interest.
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By Andrew Tang
03 October 2023, 12:00 PM
This month we add Treasury Wine Estates (ASX:TWE), A2 Milk (ASX:A2M), Pilbara Minerals (ASX:PLS), Tyro Payments (ASX:TYR) and Accent Group (ASX:AX1).
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By Nathan Lead
03 October 2023, 8:00 AM
Atlas Arteria's (ASX:ALC) recent share price decline reflects the material downgrade to distributions receivable by ALX from its key French toll road assets as a result of the proposed new French tax.
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By Steven Sassine
03 October 2023, 8:00 AM
WH Soul Pattinson & Co (ASX:SOL) released its FY23 result which, in our view, was a broadly resilient performance of the investment portfolio, with FY24 arguably set to benefit from a more diversified asset base.
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By Alexander Mees
02 October 2023, 8:00 AM
We are in a new era of ‘cost-conscious and clued-up’ consumers, prepared to spend time researching products online to ensure they get value for money.
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By Liam Schofield
28 September 2023, 8:00 AM
We were slightly surprised by the share price reaction post the results release for Brickworks (ASX:BKW), down c.10% intra-day (closing down 6.4%).
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By Belinda Moore
28 September 2023, 8:00 AM
While Nufarm (ASX:NUF) has been a beneficiary of a lower AUD, its FY23 performance has been stronger than peers.
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By Alexander Mees
28 September 2023, 8:00 AM
The Australian consumer appears to have run out of steam. Retail sales for August were up just 0.2% month-on-month (m/m) which was slightly below consensus expectations of +0.3%.
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By Iain Wilkie
27 September 2023, 8:00 AM
Pro Medicus (ASX:PME) has signed its largest contract to date (by quite a distance), inking a A$140m contract over 10 years with a large US-based healthcare system.
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By Max Vickerson
26 September 2023, 8:00 AM
Allkem (ASX:AKE) announced a range of cost increases across its portfolio of growth projects, whilst the company has also increased its long term commodity price assumptions, boosting its estimated project values.
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