By Andrew Tang
04 May 2021, 2:00 PM
This month we add ANZ, Sonic Healthcare, Reliance Worldwide, Tyro Payments and Whitehaven Coal.
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By Andrew Tang
06 April 2021, 7:00 AM
This month we add Dalrymple Bay Infrastructure and Frontier Digital Ventures. We remove Aurizon and Redbubble.
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19 March 2021, 4:00 PM
Large classified players remain on a HOLD, but we are starting to see value emerge and near term expectations look well supported for the Online and Emerging Technology sectors.
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By Dr Derek Jellinek
15 March 2021, 3:10 PM
While we make no changes to our estimates or price target, we believe CSL share weakness offers an opportunity to buy a high-quality business at a discount.
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By Andrew Tang
08 March 2021, 1:55 PM
This month we add Ansell and Baby Bunting and remove Orica, APA Group and Beach Energy.
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03 March 2021, 10:30 AM
Consensus upgrades broadly continued for the discretionary retail sector over the 1H21 reporting season, with strong demand continuing while international travel restrictions remain in place and well placed household balance sheets.
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By Andrew Tang
02 March 2021, 11:10 AM
After going missing in 2020, dividends made a big return in February. With key sectors Banks, Resources and Insurers providing positive income surprise.
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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 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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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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