Who Has BNPL Pole Position?
While the struggle continues for BNPL supremacy across three continents, the Afterpay revenue model evolves and the spectre of PayPal looms large.
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Premier Investments: All About The Margin
Following another impressive trading update from Premier Investments, brokers have been left to question the sustainability of ‘exceptional’ gross margin expansion.
Read MoreThe Reject Shop (Still) Requires A Leap Of Faith
While freight costs/delays, lockdowns and consumer behaviour continue to shadow progress, brokers are looking beyond the short-term pain to a continuation of TRS’s turnaround story beyond 2022
Read MoreLithium Supply Responds To Higher Prices
Australian producers are well placed to contribute to lithium supply needed to feed unprecedented demand for electric vehicles over the coming decade.
Read MoreInghams’ Operational Efficiencies Save The Day
Inghams Group’s strong expectant earnings recovery is wired to improving market conditions and a concerted attempt to improve operational efficiencies.
Read MoreUpgrade Cycle Continues For GrainCorp
While brokers have revised their forecasts in line with Graincorp’s updated guidance, they believe there still is further upside if seasonal conditions remain favourable.
Read MoreNot All BNPLs Are Created Equal
What will ultimately separate winners from losers in the BNPL sector is how profitable and durable their business models will be as the market becomes more regulated, increasingly crowded, and more commoditised.
Read MoreAmpol Recovery Linked To Fuel Consumption
Resilience in Fuels and Infrastructure delivers strong first quarter 2021 result ahead of expectations for Ampol, despite a challenging external environment, volatile retail fuel volumes, and reduced regional refiner margins/volumes.
Read MoreAustralia Pivots to ‘First-Call’ Global Mineral Supplier Status
In light of the vital role mining plays within the economy, the government recently detailed plans for Australia to become a leading global supplier of resources services over the next decade.
Read MoreAristocrat Signals Bullish Rebound
Brokers have walked away from Aristocrat’s recent investor briefing incrementally more confident the company will emerge post-covid in a stronger competitive position
Read MoreShare Purchases and the Company You Keep
When small-cap promo sites morph into fund managers, it’s time to scrutinise which stocks are being covered, why, and who is bringing them to your attention.
Read MoreInvesting vs Gambling: Do you know the difference?
Confusion between investing and gambling severely compromises your ability to accumulate long-term wealth: Do you know the difference?
Read MoreHave Bonds Moved Too Fast, Too Far?
While bonds yields have risen on higher inflationary expectations, driven by higher commodity prices and expectations surrounding large US fiscal stimulus, the big unknown is what will happen next?
Read MoreAged Care Sector: Poised
Despite uncertainty following the Royal Commission, a more immediate funding response is expected to find its way to the listed providers, and likely boost FY21 earnings.
Read MoreCrude Shock Awaits the Commodity We Love to Hate
Dwindling appetite for exploration, a pandemic-driven drop in global demand, and US shale operators seemingly running out of puff, have all coalesced to make the ‘perfect storm’ of higher prices and limited supply that is brewing for OPEC.
Read MoreMaterial Matters: Nickel, Bulks, Oil, Gold
Tsingshan’s battery contract triggers nickel over-supply concern. Major steel production cuts mooted. Is an oil price consolidation period due? Bulks well supported, demand cooling for base metals. Gold loses appeal.
Read MorePending Co2 Footprint for EVs Puts Mineral Suppliers on Notice
A decision by the EU last year to recalibrate the ecosystem around the manufacturing of electric vehicles (EVs), has serious implications for suppliers of minerals to battery and EV producers globally.
Read MoreService Stream: Margin Pressure Versus NBN Upside
While Service Stream has indicated its second half would continue to be weak, material wins under NBN Co’s upgrade program could be an important swing factor.
Read MoreGenetic Signatures Leverages New Screening Targets to EU and US Markets
GeneticSignatures (ASX: GSS) a specialist molecular diagnostics (MDx) company, plans to leverage its existing suite of real-time screening products into an expanding customer base.
Read MoreKazia Licenses Ovarian Cancer Drug to Swedish Pharmaceutical Company
Australian oncology-focused company, Kazia Therapeutics has just announced a license agreement with Swedish speciality pharmaceutical company Oasmia Pharmaceutical for its ovarian cancer drug Cantrixil.
Read MoreFuelling a Closer Look at Hydrogen
Taking a ground-floor position in listed hydrogen stocks could return in spades over time. Mark Story explains why.
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