We at ShareCafe understand you are busy and may not have been left with enough time to keep up with the quality content we’ve been bringing you throughout the week. To make it easier to do so, here it is in one handy location. Just click on the headline and you’ll be taken straight to the story.
Tuesday 22 November, 2022
Valuations – Is it Time to Buy Yet?
The sell-off in 2022 has been both profound and near-universal. GAM Investments’ Julian Howard considers whether there is now intrinsic value in key markets.
BWX Finally Ready for its Close-Up
D-day for stricken Melbourne-based makeup and lifestyle company BWX, which has finally set a date for producing its much delayed 2021-22 accounts three months late.
Prodigal Son Iger Returns to Disney Helm
A stunning coup at the struggling Walt Disney on Sunday, with former CEO Bob Iger back in the top role after the board ousted his successor Bob Chapek after just 33 months in the job.
QBE Puts Market on Notice re Earnings Headwinds
Global insurance group QBE has warned that it faces continued challenging operating conditions as it heads towards the end of its full financial year on December 31.
How Industrials Can Benefit from a Move to Net Zero (video)
Magellan’s Yathavan Suthaharan outlines why the industrials sector will become a beneficiary of the transition to net zero and why Safran has a place in the portfolio.
Investors Hoping against Hope for Fed Pivot
Investors still believe that the Fed’s pivot is alive and well – despite the myriad of contrary comments last week from some of the central bank’s most senior officials.
Wednesday 23 November, 2022
Market Shrugs Off the BlueScope Steel Blues
BlueScope Steel is facing a slide of more than $A1 billion in first half profit, according to a trading update issued ahead of yesterday’s annual general meeting.
The Zeitgeist is Changing in Japan (video)
Platinum Portfolio Manager Jamie Halse talks through why he believes Japanese equities are a very interesting investment opportunity, along with some thematics.
Twitter-Tesla Ripple Becoming a Tsunami
The Tesla share price reached a level on Monday that should be the first warning signal to the wider EV sector – including Australian producers of renewable materials.
Soggy Start to FY23 Sees Best & Less Shares Slammed
Best & Less shares fell more than 13% yesterday on the back of a mixed start to the new financial tear and the company’s cautionary tone on trading conditions.
Tuesday’s trading session on the ASX saw cautious optimism on the part of Brickworks Ltd and software firm TechnologyOne throw caution to the wind.
As a long-time card-carrying member of the economics fraternity, Yarra Capital’s Tim Toohey doesn’t make this statement lightly: Economists are idiots.
Thursday 24 November, 2022
Radiopharm Theranostics (ASX: RAD) to commence NSCLC trial in Australia (video)
Radiopharm Theranostics MD / CEO Riccardo Canevari discusses the progress of the company’s brain, lung and prostate cancer therapies with FNN’s Lauren Hayes.
The Alternative to Lithium (video)
Altech Chemicals Limited CFO Martin Stein discusses the recent joint venture with Fraunhofer IKTS and the CERENERGY solid state sodium alumina battery.
Like Déjà-Vu All Over Again with Capral Upgrade
Capral Aluminium shares jumped nearly 5% on Wednesday as the company for the second year in a row revealed a late upgrade to its earnings outlook.
Chalice Hits 4-Month High on Gonneville Assays
Chalice Mining has revealed more intriguing assays from its huge Gonneville prospect and believes it is on track to outline a major development proposal by year-end.
Tech Talk: Are the FAANGs dead? (video)
Alphinity IM Global Portfolio Manager Trent Masters shares his thoughts regarding FAANG stocks and the decline in share prices of leading tech companies.
The Kangaroo Is Certainly Flying Now
Qantas’ share price hit a near three-year high yesterday after providing another surprise earnings update as the recent stronger consumer demand continues.
RBNZ Puts the Boot to Inflation in a Big Way
The Reserve Bank of New Zealand has decided to try and steamroll inflation with a record 0.75% lift in the country’s official cash rate announced on Wednesday.
The Benefits of Having a Regular Savings Plan
Trying to time the market can be a stressful exercise that even the experts find difficult – investing regular amounts every month helps take the guesswork out of it.
Friday 25 November, 2022
Helping Feed the World (video)
AgFood Executive Chairman Paul Jensz sits down with FNN’s Lauren Hayes to discuss the ongoing relationship between agriculture and technology.
Market Says Thank You to Bullish Scali Update
Shares in furniture retailer Nick Scali were up more than 11% at one stage yesterday after a very bullish update on how the company has started 2022-23 with a rush.
Evolution All Het Up about Ernest Henry
Evolution Mining is most enthusiastic about drilling results at its Ernest Henry mine that could pave the way for a significant upgrade for the operation’s future.
Harvey Norman Looking to Treble Malaysian Ops
Retail chain Harvey Norman has revealed plans to radically expand its Malaysian operation over the next six years by boosting store numbers almost threefold.
Why the World Can’t Cope without Copper
Global X Australia seeks to shed some light on copper – the demand for which has tripled over the past 50 years – by answering six questions it sees as key.
Lower Stocks, Higher Shares for Kogan
Shares in online retailer Kogan jumped more than 10% on Thursday after founder Ruslan Kogan told the company’s AGM that its overstock situation was easing.
