May saw Australian housing prices fall for the first time since the pandemic. AMP’s Shane Oliver uses this week’s Insights column to look at where things in this key market are headed from here.
Read MoreThe slide in home building approvals slowed in April following the steep swings over the previous three months, with the 2.4% drop a far better outcome than March’s 19.2% slump.
Read MoreBuried in Monday’s update from Sydney-based real estate agency McGrath Limited were strong hints of the bloom going off the boom in the local property and housing market.
Read MoreChina’s collapsing housing sector is like a slow-moving train wreck – everyone knows what the situation is but no one is game to pull on the emergency cord to try and avert a disaster now well underway.
Read MoreListed real estate has performed well relative to broader equities, again proving itself a defensive asset class during periods of high inflation and rising interest rates. Quay Global with more.
Read MoreChinese house prices in March were flat compared to February and rose at the slowest annual rate in more than five years to cap another miserable month for the ailing sector.
Read MoreThe huge Chinese property sector’s troubles have worsened in the past couple of months, as underlined by the terrible March figures on real estate investment and sales.
Read MoreWhat impact will higher interest rates have on the Australian property market? How far will prices fall? AMP’s Shane Oliver looks at these and other issues in this week’s Insights column.
Read MoreIn thinking through the latest AREIT reporting season, APN’s Pete Morrissey sees six big learnings for investors looking for attractive, sustainable income streams in the years ahead.
Read MoreDon’t believe suggestions that China’s housing and property crisis is easing – if anything this week has shown it to be a black hole that is only getting wider and deeper.
Read MoreJust as we seemed to be passing peak inflation, Russia’s recent attack on Ukraine has resulted in another spike in commodity prices. Quay Global looks at this from a real estate perspective.
Read MoreDespite the AREIT sector having fallen by 10.27% so far this year, Erik Borean from APN believes REM’s Michael Stipe was wrong in thinking it’s the end of the world as we know it.
Read MoreAccording to CoreLogic, Australian house prices increased +22.1% in 2021, led by Australia’s largest city of Sydney (+25.3%). Quay Global Investors take a closer look.
Read MoreDespite the well-documented challenges, 2021 has been a successful year for AREITs. Pengana Capital looks into whether or not this trend will carry over into the new year.
Read MoreThe latest half year figures from News Corp’s digital house listings arm REA Group has confirmed that it’s the middlemen that make a lot of money – and not just the banks.
Read MoreImproving trends in key US segments show higher confidence in property stocks as a diversifying source of long-term returns and an effective inflationary hedge.
Read MoreChina’s property crisis has finally arrived after Fitch Ratings declared the giant Evegrande and smaller rival Kaisa Group in default on US dollar bond interest payments.
Read MoreAMP’s Shane Oliver provides an outlook for Australian house prices, as well as the main drivers and risks behind his forecasts.
Read MoreNo wonder APRA moved this week to force home lenders to hold more capital against interest-only loans, which hit a near-record level in October.
Read MoreAustralian property prices grew the slowest amount this year according to CoreLogic, again raising the question of whether the boom is coming to an end.
Read MoreBuilding approvals in October fell sharply because of a dramatic slide in the number of new apartments, townhouses and units approved by local governments.
Read MoreAPRA has revealed more changes aimed at shaking up the home lending and small to medium business sectors and make it more expensive for some to invest in the housing sector.
Read MoreAMP shares closed up 2.6% to $1.165 yesterday after the company confirmed that it is going to retain management of its $7 billion Capital Wholesale Office Fund (AWOF), after exploring options to sell.
Read MoreAPN Property Group’s Mark Mazzarella expands upon his previous articles from earlier this year to look at how offices and the work conducted within them continue to change and evolve.
Read MoreWith the market expecting interest rates to rise from historic lows, Pengana assesses the impact this would have on AREIT’s earnings and the flow-on effect on cost of capital and valuation.
Read MoreThe ending of HomeBuilder and other government assistance in March and April has had the predictable effect of driving approvals for new private sector houses sharply lower in September.
Read MoreUpgrades from Goodman Group and Charter Hall reveal that the pandemic is now delivering good times in the rebound phase for the property sector after crimping activity in 2020.
Read MoreThe search for yield is a perennial one. But, APN Property’s Mark Mazzarella argues, with rates at record lows, investors could be well rewarded to broaden their field of view to include Global REITs.
Read MoreThe attached webinar on the current state of the Australian residential property market was presented by CoreLogic’s Tim Lawless, one of Australia’s most popular property market analysts and commentators.
Read MoreMore problems at the worst time for the Chinese property sector, financial system and wider economy with no growth in house prices in September for the first month in more than a year.
Read MoreHomeCo Daily Needs (HDN) real estate investment trust (REIT) is set to become a $3.2 billion operation under a proposed takeover of rival Aventus that values them at $3.82 per share.
Read MoreGPT is continuing its shift away from CBS office towers and destination shopping malls, expanding its push deeper into logistics to $4.1 billion.
Read MoreDespite the somewhat hostile response to its tightening of home loan serviceability rules this week, APRA will have to go even further to achieve its desired result of a more stable and affordable property market.
Read MoreWith Evergrande hogging all of the attention, news has surfaced that two smaller property companies have missed debt payments, while one revealed a separate debt that no one knew it had.
Read MoreWith housing affordability in Australia worse than ever, AMP’s Dr Shane Oliver looks at the sector and some potential measures that might be taken to remedy a situation that is no longer cyclical, but chronic.
Read MoreNow that more than 18 months have passed since COVID-19 started sweeping the world, First Sentier’s Stephen Hayes has a good understanding of how it has affected real estate investments.
Read MoreIs the red-hot U.S. housing market starting to lose some of its sizzle? Or is the meteoric rise in housing costs here to stay? Shailesh Kshatriya from Russell Investments digs deeper.
Read MoreUnder normal circumstances, a medium sized firm of 20 employees would occupy around 400 sqm of office accommodation located in the CBD. But these are not normal circumstances.
Read MoreAREITs have always been tailored to risk averse investors. Often approaching or in retirement, they needed a regular, reliable income stream and AREITs suited them perfectly. Do they still?
Read MoreABS lending finance data for July showed that borrower refinancing of housing loan commitments between lenders reached an all-time high of $17.2 billion after an adjusted monthly rise of 6.0%.
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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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