Electric Vehicles the Wheel Deal in China
China’s production and sales of new energy vehicles continued to surge in August, hitting new all-time highs while output of conventionally powered vehicles slid again for yet another month.
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Hansen Shares Mmm-Bopped 9% as Bid Gets Pulled
Shares in Hansen Technologies were sold off heavily in ASX trading on Monday following the departure of private equity group BGH Capital from the bidding lounge.
Read MoreChina Tech: Evolving regulations, same compelling themes
Even as they increase regulatory oversight of the tech sector, Chinese authorities still value the role played by private sector companies in digitising the country’s economy, Janus Henderson’s Adam Wolfman explains.
Read MorePicking the Winners from ‘Creative Destruction’
As an investment manager, Magellan’s approach is to deliberately narrow our investment universe. Sometimes this means we can miss out on returns as the bandwagon trumpets the latest must-have stock. But we’re fine with that.
Read MoreFive Semiconductor Stocks to Know About
Semiconductors are like the brains of the computer world, allowing all our modern devices to function. But semiconductor companies can be a bit obscure, highly specialised and unknown to the general public.
Read MoreChip Shortage Forces Toyota to Cut Production by 40%
Toyota has revealed a 40% cut in planned vehicle production for September as the Covid-driven global shortage of computer chips caught up with the world’s biggest carmaker.
Read MoreHarris Technology: a great eCommerce investment opportunity
Harris Technology is riding a wave of record success accelerated by the effects of COVID-19 driving demand and the country’s growing adoption of online shopping.
Read MoreNanoveu’s Nanoshield Proving to Be Simply Brilliant
Sometimes the most brilliant ideas can also seem like the simplest.
Read MoreFor a Life Free of Pain
Regenerative medicine company Regeneus is at the forefront of providing a novel, stem cell-based therapy for knee osteoarthritis which afflicts hundreds of millions of people worldwide.
Read MoreGlobal Technology Outlook: Prioritising Company Fundamentals
Janus Henderson’s Denny Fish sees the current tech rally being guided by earnings results and the strong positions of leading tech companies aligned with a number of other themes.
Read MoreStart Your Batteries: the impact of EVs on ESG
With sustainability becoming ever more crucial, Alex Cook from BetaShares explores the development and use of EVs, the outlook for the industry and its importance to the global ESG effort.
Read MoreStrategic Investor in Novonix Drives Valuation Higher
Corporate Connect analyst Di Brookman has released a new research report on Novonix, after the company announced a strategic investment by US multinational energy company Phillips 66.
Read MoreBig Tech’s Success Incites a Backlash
Many think the internet giants are too big for society’s good. But even a rethink of competition policy along such lines is unlikely to curb the largest platforms. Magellan’s Michael Collins with more.
Read MoreApple’s surveillance challenge, blockchain gaming capital raises, and the start of suborbital spaceflight sales
Thomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides his regular wrap of technology, innovation, and finance news.
Read MoreHow Luxury Escapes Tackled COVID While Other Travel Platforms Took Flight
In his progression from student entrepreneur to founder of one of the world’s fastest growing online travel companies, 41-year-old Melburnian Adam Schwab has tackled plenty of business challenges.
Read MoreGenetic Signatures: Australia’s Rapid Growth Diagnostics Company
Genetic Signatures’ growth strategy is about building its customer numbers, the range of its proprietary tests for COVID-19 and a range of viral, protozoan, fungal and bacterial infections.
Read MoreMemphasys Taking on One of Humanity’s Most Pressing Issues
Humanity has a profound demographic problem and it’s not overpopulation. On the contrary, men are becoming more infertile and the quality of their sperm is deteriorating, leading to health problems.
Read MoreVmoto’s “Smart” Electric Mopeds a Game-Changer for the Urban Delivery Sector
With electrification of the transport industry seen as a key part of the global journey to “net zero emissions” Australia’s electric motorcycle & moped company Vmoto could not be better placed.
Read MoreMagellan Minutes: The Cloud and Cybersecurity
What is the “Cloud”? How important is cybersecurity and what can we learn from the recent hacks on high profile companies like Microsoft? Magellan’s Adrian Lu discusses these topics and more.
Read MoreBig Week for Magnis Charges the Company Battery
It has been a big week for lithium-ion battery cell maker Magnis Energy Technologies, with a $20 million funding injection through a convertible note issue to two US-based institutions.
Read MoreTime crystals, sodium-ion batteries, and where to go when civilisation collapses
Thomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides his regular wrap of technology, innovation, and finance news.
Read MoreWall Street a Tough Beat for Big Tech
They are a fickle lot on Wall Street, demanding companies outperform only to change the ground rules when they do, or punishing them for providing a realistic forecast for the rest of the financial year.
Read MoreWhat’s Next for E-Commerce?
With increasing vaccination levels and economies reopening, GAM Investments’ Mark Hawtin considers what a post-covid-19 future might look like for the ecommerce sector.
Read MoreStrong Tech Results No Tonic for the Market
Despite good to excellent June quarter earnings figures, shares in Apple, Alphabet and Microsoft either fell or showed a small rise in after-hours trading as investors turned negative.
Read MoreThree Disruptive Trends Set to Transform the Auto Industry
PIMCO takes us on an in-depth look into what the next decade holds for the automotive industry’s transition from internal combustion engine (ICE) to electric vehicles (EVs).
Read MoreEarnings Round-Up: Big Tech’s Time to Shine
Big- and megatech June quarter reports dominate the global earnings calendar this week and will shape the look of what is turning out to be a pretty strong three months, albeit coming from a low base.
Read MoreTwitter, Snap Deliver the Goods
Generally it’s the megatechs that gather all the publicity but on Thursday two of the lesser lights – Twitter and Snap – stepped up to the plate and whacked a couple of home runs.
Read MoreFour Mini Bytes from the Tech Sector
Four Australian techs had varying experiences in yesterday’s ASX trading session, with releases from hummgroup, Empired, Altium and Data #3 receiving the gamut of responses from traders.
Read MoreInvestors Should Confront the Dark Side of Tech
Investors need to look deeper and challenge unethical and unsustainable practices across the tech industry, argue Louise Piffaut and Charles Devereux from Aviva Investors.
Read MoreMagellan Minutes: Is Society Going Cashless?
The move towards a cashless society continues apace, but does this mean the end to physical cash as we know it? Magellan’s Dom Giuliano tackles this and other issues from the sector.
Read MoreAuto Dinosaurs Anything but Extinct
Ford, GM (and Chrysler) are on the road to a new, green future, and doing so in the manner of future tech – with batteries, EVs and all sorts of other shiny objects that make money.
Read MoreElectric Vehicles Are the Next Revolution in Automobiles
Electric Vehicles are the next revolution in automobiles, but Magellan’s Michael Collins believes problems need to be overcome to hasten the switch and cement the climate benefits.
Read MoreOptical deep-learning, a potential grid-scale battery tipping point, and Chinese cybersecurity regulations
Thomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides his regular wrap of technology, innovation, and finance news.
Read MoreFinding Investable Disruptors in an Innovation Swarm
Many businesses say they’re innovation leaders. But how can equity investors tell which hold truly disruptive powers that translate into sustainable growth and paths to long-term profitability?
Read MoreMagellan Minutes: Technology Sector Update
Netflix and Alibaba: Are they still attractive investments? Ryan Joyce from Magellan Asset Management gives his thoughts on these and other technology sector matters.
Read MoreNews of Office Raid Triggers Selloff in Nuix
Shares in troubled tech stock Nuix slid nearly 2% yesterday on the news that Australian Federal Police had raided the company’s offices as part of a criminal investigation.
Read MoreCancer vaccines, streaming market share, and the $1bn crypto-trading startup
Thomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides his regular wrap of technology, innovation, and finance news.
Read MoreGM’s Electric Pivot Goes into Overdrive
General Motors this week accelerated its already ambitious Electric Vehicle and battery plans, highlighting just how quickly Australia is being left behind in the renewables and EV sectors.
Read MoreTime to Top Up on Tech?
Alex Holmes from BetaShares reflects on how the growth / value rotation has played out and in particular how U.S. growth stocks have performed so far during 2020.
Read MoreLords of Dogtown Cut and Run
Much-hyped US startup Lordstown Motors has lost its CEO and CFO only days after the company warned that it may not be a going concern without a major wedge of new capital.
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