Acquiring scale and some capability 28 Oct 2020 Stocks mentioned: HUB | Recommendation: Add HUB has announced three acquisitions and the divestment of Paragem. Net consideration will be...… Read more
Getting the ducks in a row 28 Oct 2020 Stocks mentioned: MDC | Recommendation: Speculative Buy MDC released its 1Q21 cashflow report which was broadly in line with expectations and continues to..… Read more
Upselling to existing clients is key 28 Oct 2020 Stocks mentioned: VHT | Recommendation: Add VHT posted its 2QFY21 cashflow report noting growing ARR and ARPU and a significant cash reserve...… Read more
1Q21 business update 28 Oct 2020 Stocks mentioned: APT | Recommendation: Hold Afterpay (APT) released its 1Q21 business update to the market. Group sales, customers and...… Read more
Stronger for longer 28 Oct 2020 Stocks mentioned: COL | Recommendation: Add COL reported 1Q21 sales growth that was slightly better than our expectations. LFL sales for the...… Read more
Slight reduction to final dividend forecast 28 Oct 2020 Stocks mentioned: WBC | Recommendation: Add WBC earlier this week announced that its 2H20 cash earnings will be reduced by $1.22bn after tax...… Read more
Waiting for decisions on tenders 28 Oct 2020 Stocks mentioned: M7T | Recommendation: Add M7T posted its 1QFY21 cashflow report highlighting some lumpiness in cash receipts and synergy...… Read more
Buckled up 28 Oct 2020 Stocks mentioned: IPD | Recommendation: Speculative Buy IPD posted a solid 1QFY21 cashflow report showing positive sales momentum, with ARR up 15% (qoq)...… Read more
Healthcare - Overall - At a political crossroads into US election? 28 Oct 2020 Investor anxieties tend to run high in any election year, let alone one as contentious as the...… Read more