Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses developments in investment markets over the past week, economic activity trackers, major global economic events and Australian economic events.
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Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses developments in investment markets over the past week, economic activity trackers, major global economic events and Australian economic events.
Read More
Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses developments in investment markets over the past week, economic activity trackers, major global economic events and Australian economic events.
Read More
Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses
Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses developments in investment markets over the past week, economic activity trackers, major global economic events and Australian economic events.
Read More
Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses developments in investment markets over the past week, economic activity trackers, major global economic events and Australian economic events.
Read More
Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses the cash rate.
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Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses implications for investors from the EU parliamentary elections.
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Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses developments in investment markets over the past week, economic activity trackers, major global economic events and Australian economic events.
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Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses the growth rate.
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Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses home prices.
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Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses developments in investment markets over the past week, economic activity trackers, major global economic events and Australian economic events.
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Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses the US election.
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Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses developments in investment markets over the past week, economic activity trackers, major global economic events and Australian economic events.
Read More
Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses the cash rate.
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Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses the 2024-25 Budget.
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Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses developments in investment markets over the past week, economic activity trackers, major global economic events and Australian economic events.
Read More
Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses the cash rate.
Read More
Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses seasonal patterns in shares.
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Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses
Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses developments in investment markets over the past week, economic activity trackers, major global economic events and Australian economic events.
Read More
Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses home prices.
Read More
Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses happiness and whether economics is failing us with its focus on GDP and consumption.
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Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses developments in investment markets over the past week, economic activity trackers, major global economic events and Australian economic events.
Read More
Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses developments in investment markets over the past week, economic activity trackers, major global economic events and Australian economic events.
Read More
Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses Israel/Iran fears and the rate cut uncertainty.
Read MoreDr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses five charts focusing on critical aspects of investing that are insightful in times of market stress.
Read MoreDr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses how US regional bank failures have joined inflation, interest rates and recession risk as concerns for markets.
Read MoreThe RBA increased the cash rate by another 0.25%, but its commentary was far less hawkish – here are eight reasons AMP’s Dr Shane Oliver thinks the RBA should now pause.
Read MoreAMP Head of Investment Strategy & Chief Economist Dr Shane Oliver discusses the lessons from the high inflation experience of the 1970s and its aftermath in terms of today’s inflation problems.
Read MoreAMP’s Shane Oliver looks at charts on global business PMIs; US inflation; jobs; inflation expectations; earnings revisions; earnings yields versus bond yields; and the US dollar.
Read MoreThe AMP’s Dr Shane Oliver discusses the RBA’s rate hike and explains why, with inflationary pressures easing globally & showing signs of doing so here as well, he believes the cash rate is near the top.
Read MoreDr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, explains why he believes Australian shares are likely to outperform global shares over the medium term.
Read MoreDr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, explains why he thinks 2023 is likely to remain volatile with a high risk of the 2022 lows being retested.
Read MoreIn the final Insights column we’ll be running for the year, AMP’s Dr Shane Oliver rules a line on 2022 and suggest some likely trends he’s expecting for 2023.
Read MoreAMP’s Dr Shane Oliver discusses the surge in inflation and why he thinks it will constrain medium term investment returns compared to the pre pandemic years.
Read MoreThe ride for shares may still remain choppy & new lows can’t be ruled out, but AMP’s Shane Oliver explains why he believes there is a fairly good chance we’ve seen the bottom.
Read MoreIn his weekly Insights column, AMP Chief Economist Dr Shane Oliver provides seven reasons why he believes Australia should be able to avoid a recession.
Read MoreIn this week’s Insights column, AMP’s Shane Oliver takes a look at the ongoing volatility in share markets and suggests a few key things for investors to keep in mind.
Read MoreAMP’s Shane Oliver looks at how the increasing noise around economies and investment markets highlights the need for investors to have a disciplined approach to investing.
Read MoreAMP Chief Economist Shane Oliver takes a look at the RBA’s latest interest rate decision and explains why he thinks it made sense to slow down the pace of interest rate hikes.
Read MoreMarkets remain under pressure from high inflation, rising rates, and the increased threat posed by recession. AMP’s Shane Oliver looks for some light at the end of this long, dark tunnel.
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DOWNLOAD RESEARCH REPORTSecures binding contract with Tier-1 OEMUS based anode active project gathers momentumMagnis Energy Technologies (MNS.ASX) – MNS is planning an anode active facility in the US and recently announced a binding, yet conditional, contract for the supply of anode active with Tesla. The contract is for a minimum 17.5kt/year with an option to purchase another 17.5t/year. Conditions precedent carry a tight development timeframe, with first production scheduled for February 2025. Site selection is underway and co-locating with an OEM on a brownfields site makes sense. Long lead items have been ordered and detailed engineering and design is expected to commence soon. |
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December Quarterly Report: Q2 FY2023Looking past the rain – there’s a rainbow.TerraCom released their operating results for the December quarter FY2023 with operating metrics being in line with our forecasts. Unseasonal rains in both Australia and South Africa contributed to operational and logistical issues across all mines, however guidance for annual production at Blair Athol is unaffected and highlights the quality of TerraCom’s skills in operational management. We continue to like the stable operating metrics around the company’s Australian operations and see potential for the South African operations to benefit from increased management focus given the rationalisation of operations following the closure of the Ubuntu mine. Corporate Connects overall financials remain unchanged as does our target price of $1.35 share. We maintain our forecast for a fully franked quarterly dividend of 7.5c/share to be paid in the March and June quarters of FY2023. |
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DOWNLOAD RESEARCH REPORTHigh performance synthetic anode & cathode materials Building a US based materials supply chainNOVONIX (ASX:NVX) – is scaling a synthetic anode materials plant in the US and piloting nickel rich cathode material in Canada. Why? China is dominant and growing – 100% of global natural anode and 68% of synthetic anode is refined in China. In short, China controls the global midstream battery chain by controlling 60% of chemical refining, 87% of anode manufacturing, 61% of cathode manufacturing and 73% of battery manufacturing. It is global battery supply and price domination at scale. |
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DOWNLOAD RESEARCH REPORTAntisense Therapeutics (ANP) Taking a Quick Approach to Long COVIDThis report looks at the results of a collaborative study Antisense undertook which looked at the largest protein expression database in Long COVID-19 patients who experienced neurologic symptoms well after the primary or acute SARS-CoV-2 infection was considered over (Groups 1 & 2, with 48 subjects Group 2 comprising a single patient from a different clinical site). The symptoms and others experienced by such patients result in a highly significant amount of illness, possibly more than all primary SARS-CoV-2 infections i.e COVID-19. |
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DOWNLOAD RESEARCH REPORT4Q reveals more focus on profit and cash flow• LBY’s 4Q FY22 quarterly activities update showed continued solid growth in top line metrics, albeit slowing, with GMV of NZ$203m (+26% on pcp) and income of NZ$12.1m (+23% on pcp).
• Net Transaction Margin (NTM) disappointed at -0.5%, due to further increase in credit losses from 4.0% to 4.9% of GMV. However, new fraud and credit risk management tools have seen losses recover materially with NTM back to 1.2% in March and LBY is confident of further recovery in coming months.
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DOWNLOAD RESEARCH REPORTSigns MOU with Ford Company – Kachi is now sold out!Lake Resources (LKE. ASX) – LKE has signed two non-binding MOU’s in the space of 10 days. Ford Company (Ford) has signed an MOU for ~25,000t/year and last week Hanwa, a Japanese commodity trader signed a MOU for up to 25,000t/year. Subject to execution, this is an amazing feat as Ford and Hanwa are prepared to enter into longer-term strategic partnerships with LKE. Commercial negotiations are still ongoing but are expected, especially if Ford & Hanwa inject new equity into LKE, to further de-risk the project financing & thus ensure LKE and Kachi are fully funded. |
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DOWNLOAD RESEARCH REPORTStrategic Vanadium-battery growth with Titanium & Iron earnings resiliencyTNG Ltd is an ASX-listed technology owner and developer of the world-class Mount Peake near-surface vanadiferous titanomagnetite deposit. To unlock value, TNG will concentrate ore from its central Northern Territory mine for processing through its patented TIVAN® process produce three premium quality revenue streams: hi-purity vanadium pentoxide (V2O5) for steel alloys and Vanadium Redox Flow batteries, a quality titanium pigment for paints and a premium steel input with >64%Fe iron ore fines. |
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Promising exploration and development update while SOP prices continue to riseTwo recent gravity surveys have considerably exceeded expectations and revealed potential for extensions to the existing MRE at Lake Throssell, plus a material growth opportunity at Lake Yeo. This reinforces the potential for a multi-decade, Tier-1 SOP production hub based around Lake Throssell. TMG is currently completing work towards the PFS due early 2023, including drilling to start in Q3 2022, evaporation trials and permitting activities. Results from these programs will support the PFS and any future resource upgrade. Benchmark SOP prices have risen to ~US$940/t due to recent geopolitical developments. The Oct 2021 Scoping Study assumed a SOP price of US$550/t and contained a sensitivity analysis showing every 10% increase in price drives a +$144m increase in the project NPV of $364m. The c.70% increase above the Scoping Study thus implies a project NPV of ~$1.4bn. |
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DOWNLOAD RESEARCH REPORTIncreasing our TargetDespite the lower realised oil and gas price, which fell by 5.4% and 19.7% respectively in August, Calima managed to show improvement in its key business metrics. We expect higher production in November due to the contribution by the new Thorsby wells which will be drilled in August/September which will see Calima meet its 2021 production guidance of 4,500 boe/d. |
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DOWNLOAD RESEARCH REPORTEmerging Financial Wealth Advisory GroupWT Financial Group Limited (WTL) is a growing diversified financial services company, founded in 2010 and listed on the Australian Stock Exchange (ASX) in 2015. Its advice and product offerings are delivered primarily through a group of independent financial advisers operating as authorised representatives of WTL under its Wealth Today Pty Ltd (Wealth Today) and Sentry Group Pty Ltd (Sentry Group) dealer group operations. It has around 275 advisers across more than 200 financial advice practices Australia-wide. It also operates a direct-to-consumer operation under its Spring Financial Group brand. |
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DOWNLOAD RESEARCH REPORTImmutep Taking the Fight to CancerIn May 2021, Corporate Connect analyst Marc Sinatra published a comprehensive research report on ASX-listed biotech Immutep Ltd (ASX: IMM). So impressed was he with IMM that Corporate Connect felt it imperative that a follow-up report be released placing a valuation on the company, because the market was not seeing the vast potential of eftilagimod alpha (efti). This follow-up report has been released today. Using comparables, after adding cash back to their EV estimate and dividing by the total number of issued shares, Corporate Connect now places the fair value of an Immutep share at $A2.20. |
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DOWNLOAD RESEARCH REPORTMarket leading lifelong learning platform technology company in Australia and SE AsiaPayGroup (PYG) delivers multi-country BPO services and cloud SaaS HCM solutions, assisting companies to manage employees in multiple, complex jurisdictions. The company has many growth opportunities, including new clients, new jurisdictions, new products, partner expansion, and new revenue sources. PYG’s scalable business model allows operating leverage and with savings from in-housing third party technology, support margin expansion. |
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DOWNLOAD RESEARCH REPORTMarket leading lifelong learning platform technology company in Australia and SE AsiaOpenLearning (OLL) is a higher education technology company that operates a scalable online learning platform through a software-as-a-service (SaaS) business model and provides a global marketplace of high quality courses for learners of all levels. Its primary customers are education providers based in Australia and South-East Asia (primarily Malaysia). OLL started operations in Australia in 2012 and expanded to Malaysia in 2015, Singapore in 2018, and recently also Indonesia. |
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