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Tuesday 15 November, 2022
Sky Falls In on Nearmap Ahead of Bid Vote
Aerial imaging company Nearmap revealed the worst possible news ahead of a key takeover vote – two clients set to drop or cut back on their use of the company.
OZ Happy to Talk About Everything Except BHP Bid
No new news on rumours of BHP’s $25 per share marriage to OZ Minerals, but there was an intriguing technical update about the latter’s newest mining project in WA.
ALS Performance Holds Up under Close Scrutiny
For the second year in a row, global testing multinational ALS Ltd will pay a higher dividend to shareholders after another solid performance in the six months to September.
Magellan Minutes: When volatility provides opportunity (video)
Magellan’s Arvid Streimann provides a backdrop of the current events markets are experiencing and why all this volatility might just provide some great opportunities.
Five Stocks for the Next Five Years
Kardinia Capital examines how, as the era of easy money comes to an abrupt end and conditions normalise, markets are rewarding stock pickers more than ever.
Factors Conspire to Rain on Elders’ Parade
Despite a solid annual result, shares in Elders sold off heavily yesterday as directors warned that more wet weather could damage prospects in the new financial year.
OncoSil Medical (ASX: OSL) – Targeted therapy for pancreatic cancer (video)
OncoSil Medical Limited Non-Executive Director Brian Leedman discusses joining the board of OncoSil and receiving CE mark approval for the company’s therapy.
Arovella Therapeutics (ASX: ALA) – Tackling blood cancers and solid tumours (video)
Arovella Therapeutics Limited Managing Director and CEO Dr Michael Baker provides an update on what’s been happening at the biotech company.
Wednesday 16 November, 2022
Buffett Keeps ’em Guessing with Taiwan Acquisition
Warren Buffett’s Berkshire Hathaway has revealed a shock $US4bn investment in one of the world’s biggest computer chip makers, Taiwan Semiconductor.
Value Investing: Back with a “bang”
The MSCI World Value Index shot up 10.28% in October 2022, beating its growth counterpart by over 5%, while the S&P Small Cap 600 Value Index rose over 15%.
Japan in the First Innings of a Digital Shift
With its borders finally reopening in October, Japan should now see a welcome and long-awaited boom of inbound tourism according to Platinum’s Leon Rapp.
Improved Valuations Create a Better Risk-Reward Balance
With tentative signs of a peak in inflation and improved valuations for corporate debt, the outlook is more constructive for fixed income assets and generating positive returns.
Zero Covid, Shrinking Growth for China
China’s economy slowed in October under the pressures of weak demand thanks to the continuing restrictions arising from President Xi Jinping’s Covid zero policy.
Waggaman Sale on the Cards for Incitec
Opposition from shareholders to a de-merger has forced Incitec Pivot to delay the idea and look to asset sales as it reported a surge in earnings and a higher dividend.
Thursday 17 November, 2022
Magellan Minutes: The social licence of Visa & Mastercard (video)
Elisa Di Marco takes a closer look at the performance and outlook for Visa and Mastercard, and discusses how they are looking to protect their social licence into the future.
Aristocrat Earnings Top $1bn for the First Time
Gaming group Aristocrat lifted returns to shareholders in the year to September after reporting a strong rise in revenues which saw net earnings top $1bn for the first time.
BHP-OZ Marriage Back off the Rocks
OZ Minerals and BHP have resumed their marriage talks trying to find a dowry in the form of an offer price that will appeal both to shareholders and the market generally.
Three pretty upbeat stories from companies reporting to the market on Wednesday, with Nufarm, Graincorp and the erstwhile Kathmandu all seemingly in good shape.
You Can’t Always Get What You Want
Rising interest rates are likely to challenge highly leveraged consumers and governments. While activity remains strong, the true impact will take time to determine.
A New Era for Sustainability in the US
Hamish Chamberlayne and Aaron Scully from JH’s Global Sustainable Equity Team explain what the Inflation Reduction Act means for sustainability in the US.
Friday 18 November, 2022
Could Tamboran Resources (ASX: TBN) Be Worth 500% More? (video)
Tamboran Resources CEO / MD Joel Riddle and Corporate Connect analyst Richard Close discuss how the Beetaloo Basin could have enough gas to supply the east coast domestic market for the next 200 years.
Genetic Signatures Limited CEO and Director Dr John Melki discusses the healthcare company’s technology, business model, 2022 highlights and outlook.
ASX Finally Gives Blockchain Plans the Flick
The ASX revealed Thursday that it has officially written off the long-awaited blockchain technology designed to replace its core CHESS trading service – at a cost of around $255 million.
Glimmer of Hope for Gold’s Rebound
Historically, physical demand for gold picks up in Asia and the Middle East when the gold price is weak, with the current low no exception as buyers sense a bargain.
Aust Ag Ekes Out Earnings Uptick
No interim dividend for Aust Ag shareholders despite a small improvement in earnings as the company wrung higher returns out of lower sales volumes.
Are Technology Stocks Set to Turn Higher?
Fidelity explains why they are starting to think the tech sector looks inexpensive compared both to its own history and the rest of the stock market.
Jobs Strength Makes Xmas Rate Hike a Near Certainty
The much stronger than expected jobs data for October all but confirmed that 0.25% would be added to the official cash rate at the RBA’s next meeting on December 6.
Wings Slightly Up in September Half for Webjet
A modest return to profitability but no interim dividend for Webjet shareholders, as the company rode the return to the air by Australian travellers here and offshore.
Dent Sector Fund CIO Harry S Dent Jr Predicts an Ugly 2023
Known as the contrarians’ contrarian, Harvard-educated economist and Dent Sector Fund CIO Harry S Dent Jr discusses the outlook for equity markets.
