Discount Retailers Taking Market Share
Joshua Pettman from Platinum Asset Management explains the recent work his firm has done on US retailers that has helped them understand the current opportunities in this sector.
Read MoreMarkets
Sectors mixed as ASX edges 0.35% higher
Peter Milios from Finance News Network with a round-up of the highlights from today’s ASX trading session.
Read MoreASX up 0.29% at noon as Fed signals inflation is declining
Peter Milios from Finance News Network with all the news from today’s morning trading session on the ASX.
Read MoreStocks of the Hour: TMS, LRS, IIQ
Abbey Phillipps from Finance News Network breaks down some stocks making noise in today’s ASX trading session.
Read MoreMemphasys (ASX: MEM) Felix System Findings
Memphasys (ASX: MEM) has announced the first publications of study findings by key opinion leaders of the Felix System.
Read More
Commodities Cover Weakness Elsewhere for Macquarie
Investors reacted cautiously to Tuesday’s earnings update from Macquarie Group as profits generated by the commodities trading division covered weaker performances elsewhere.
Read MoreRBA Goes Slow and Steady with the Rates
Normal service again from the RBA – an increase of 0.25% and a warning of more to come, leaving those pessimists expecting a higher increase to quietly rue their forecasts.
Read MoreBarrick Content to Cheer On Newmont from the Sideline
Little surprise Newmont shares fell Monday after announcing its bid for Newcrest – some investors in the Australian company don’t like it, and neither does putative rival Barrick Gold.
Read MoreValue’s Resurgence: Flash in the pan or here to stay?
With investors wondering whether value’s outperformance of the last two years can be sustained, Schroders’ Ben Arnold looks at three key questions at the heart of the debate.
Read MoreMulti-Asset 2023 – Inching Back to Normalization
With monetary policy expected to stay tight, investors face further deceleration in economic growth and possibly a recession in 2023, meaning the path back to normal could be bumpy.
Read MoreTransurban CEO Decides to Hit the Road
Transurban CEO Andrew Charlton will depart this year as the toll road giant reported record results for the half, with increased traffic and high inflation bumping up toll prices.
Read MoreASX closes 0.46% lower after RBAs 25 basis point hike
Peter Milios from Finance News Network with a round-up of the highlights from today’s ASX trading session.
Read MoreASX up 0.12% at noon as investors await this afternoon’s RBA meeting
Peter Milios from Finance News Network with all the news from today’s morning trading session on the ASX.
Read MoreStocks of the Hour: C29, EVR, MEM
Abbey Phillipps from Finance News Network breaks down some stocks making noise in today’s ASX trading session.
Read MoreWebinar Recap – GRL, 3DA, VRS & GTI
Catch up on the full webinar with presentations from Godolphin Resources (ASX: GRL), Amaero International (ASX: 3DA), Veris (ASX: VRS) & Gratifii (ASX: GRL)
Read MoreBell Potter LIC Weekly: WLE increases interim div by 12.5%
Bell Potter analyst Hayden Nicholson updates developments in the LIC market. This week: WLE increases interim div by 12.5%
Read More
What Can We Expect for Commodities in 2023?
Daniel Sullivan from JH shares his views on commodities and the wider resources sector in the year ahead. Despite the threat of recession, he believes there are reasons for optimism.
Read MoreRBA Rate Rise Risk Is Slightly to the Upside
Recent stronger-than-forecast economic data has led to an upturn in forecasts for a rate rise larger than 0.25% to emerge from the Reserve Bank monetary policy meeting today.
Read MoreRebuilding 60/40 Portfolios with Smarter Alternatives
A portfolio of 60% growth assets and 40% defensive assets has long been a classic for investors who want a balanced mix of income and growth – but it might need a rethink.
Read MoreWhy Newmont (and Probably Barrick) Wants Newcrest
Newcrest shares closed more than 9% higher Monday after Newmont launched a bid over the weekend to buy all of Newcrest’s shares at a 22% premium to its previous closing price.
Read MoreSunrise Appeal Slowly Dawning on Woodside
Woodside has softened its opposition to the Greater Sunrise LNG Project, announcing a viability study to test if the project can supply Timor-Leste as efficiently as it could Australia.
Read MoreScali Numbers Lacking that Certain Polish
Nick Scali produced a mixed interim report on Monday – one from which some investors and commentators mistakenly construed that the retail slowdown had not impacted it.
Read MoreProperty sector leads ASX 0.3% lower
Peter Milios from Finance News Network with a round-up of the highlights from today’s ASX trading session.
Read MoreASX 0.1% lower at noon after all US indices fell over the weekend
Peter Milios from Finance News Network with all the news from today’s morning trading session on the ASX.
Read MoreGratifii (ASX: GTI) – Webinar Presentation
Iain Dunstan – CEO & Managing Director – Gratifii is a technology company transforming the way that loyalty is managed and delivered by supporting enterprises with their consumer engagement strategies.
Read MoreAmaero International (ASX: 3DA) – Webinar Presentation
Hank Holland – Chainman & CEO – Amaero International commercialises additive manufacturing of metals and alloys technologies.
Read MoreGodolphin Resources (ASX:GRL) – Webinar Presentation
Jeneta Owens – Managing Director – Godolphin Resources operates as a gold and base metal exploration company in Australia.
Read MoreVeris (ASX: VRS) – Webinar Presentation
Michael Shirley – CEO & Managing Director – Veris is a leading provider of spatial data services in Australia with a strong team, many office locations, and a focus on delivering the best results for its clients.
Read MoreStocks of the Hour: NCM, IBX, EMD
Abbey Phillipps from Finance News Network breaks down some stocks making noise in today’s ASX trading session.
Read MoreNewmont Puts Newcrest in Play
Newmont, the world’s biggest gold miner, has made two tentative bids for local rival Newcrest in a deal worth more than $24 billion.
Read More
Earnings Round-Up: For Whom the Bell Tolls
The Australian December 31 reporting season picks up the pace this week with around 10 major companies due to report, led by Suncorp, Macquarie Group, News Corp and Transurban.
Read MoreMonday Market Minutes: Working Things Out
The strong US jobs data on Friday threatens both the anticipated pause in rate rises from the Fed and the belief that it is still onwards and upwards for the 2023 rally.
Read MoreCommodities Corner: Shifting Sands
Friday trading after the jobs report saw a reversion back to late 2022 standards with commodity prices sliding, currencies and bond yields up and overall sentiment shaky.
Read MoreDiary: Nobody Expected the Spanish Inquisition
While the first RBA meeting of 2023 and an expected rate rise of 0.25% are the main issue for Australian investors, the US job data means all ears will be on what Fed chair Jay Powell has to say on the subject.
Read MoreTriple Trouble for Tech Sector from US Titans
After Thursday’s strong tech rally, markets were ready for the three As – Apple, Amazon and Alphabet – to deliver A-plus 4Q reports. Instead, they got a trifecta of F-minuses and the afterhours reactions told the story.
Read MoreTwin Approach the Way Forward for Chalice at Julimar
Chalice Mining has further underlined its growing two-track approach to developing and delineating its massive Julimar palladium, platinum, gold, copper, nickel and cobalt prospect northeast of Perth.
Read MoreTin’s Surging Price Gets Lost in the Rush
Tin is essential both to the manufacture of many electronic components and to the performance of the devices that contain them – yet, compared to other elements, it has been somewhat forgotten.
Read More
