By Andrew Tang
26 February 2021, 10:00 AM
Today, Friday the 26th of February, we are happy to buy Atlas Arteria (ASX:ALX), Zip Co Ltd. (ASX:Z1P), Nextdc Ltd. (ASX:NXT), Sydney Airport Holdings (ASX:SYD), TPG Telecom Ltd. (ASX:TPG), Universal Store Holdings (ASX:UNI), Aventus Group (ASX:AVN), Karoon Energy Ltd. (ASX:KAR) and Novonix Ltd. (ASX:NVX).
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By Richard Coles
25 February 2021, 6:00 PM
Zip Co (Z1P) reported a 1H21 loss; however, we think momentum across the business remains very strong, particularly the traction Z1P is gaining in the US.
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By Richard Coles
25 February 2021, 3:30 PM
Afterpay Touch reported another solid result for 1H21, with strong growth in key metrics and again a relatively stable overall margin performance.
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By Nathan Lead
25 February 2021, 2:30 PM
Sydney Airport's FY20 result was broadly as expected, and we are optimistic that pax will be in a sustained recovery phase over the next 12 months. ADD retained.
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By Belinda Moore
25 February 2021, 1:00 PM
The A2 Milk Company's (A2M) underlying 1H21 result was weak but was slightly ahead of guidance. Disappointingly, A2M has issued another material earnings downgrade.
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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 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 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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