Strategically ticks the boxes 16 Jul 2019 Stocks mentioned: ELD | Recommendation: Add ELD has entered into a scheme of arrangement to acquire Australian Independent Rural Retailers...… Read more
Dwelling on the positives 16 Jul 2019 Stocks mentioned: AFG | Recommendation: Add We expect AFG to continue to achieve strong growth in its highest margin business, being the AFG...… Read more
APLNG delivering in the domestic market 16 Jul 2019 Stocks mentioned: ORG | Recommendation: Add We raise our price target to $8.04 because of higher wholesale electricity prices forecast for...… Read more
Netwealth Group 15 Jul 2019 Stocks mentioned: NWL | Recommendation: Hold NWL ended 2H19 with $23.3bn in FUA, up 10.8% for the quarter and up ~31% on pcp (in-line with...… Read more
Getting more attractive; but result risk remains 15 Jul 2019 Stocks mentioned: DMP | Recommendation: Hold We review our divisional assumptions ahead of DMP's FY19 result which sees 2.5-6.5% EPS downgrades..… Read more
Set for a record FY19 15 Jul 2019 Stocks mentioned: AMS | Recommendation: Add AMS has recently completed a A$7.5m placement at $1.00ps, with the proceeds to be primarily used...… Read more
Raising, acquisitions, FY20 guidance, refi 15 Jul 2019 Stocks mentioned: CIP | Recommendation: Hold CIP has completed a A$70m placement at A$3.05 and is following up with a non-underwritten SPP to...… Read more