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Why bank analysts prefer this quality lender over the rest

Morgans have released a summary of the key points from the recent bank reporting season. Of the banks that reported, Morgans says NAB was in line with consensus expectations, while ANZ and WBC beat consensus earnings expectations. Despite this, Morgans holds NAB as having the strongest 1H22 performance overall. NAB produced the strongest profit growth…

Ishan Dan | 18th May 2022 | More
Two of the most bullish bets on the ASX

Markets around the world are still in freefall as losses mount as a result of investors moving out of risk partly due to inflation fears and supply chain disruptions partly due to the crisis in Ukraine and Covid lockdowns in China. The market is yet to become comfortable with the rate hike cycle that is…

Ishan Dan | 18th May 2022 | More
  • Netflix, Tesla, NVIDIA still popular despite mass tech selloff

    In the US, corporate earnings season is in full swing, and it couldn’t come at a worse time. Investors are fleeing away from risk and to safety putting the market in a bearish unforgiving mood. Companies that have missed expectations have been absolutely smashed. According to FactSet, 70 per cent of S&P500 companies that have…

    Ishan Dan | 11th May 2022 | More
    Which bank is the standout post reporting season?

    Bank reporting season is almost done with three of the four major banks have already posted their results. WBC, MQG and ANZ have reported. CBA is the remaining bank left to report. ANZ reported last Wednesday and whilst it was about 4 percent below market expectations, the market was happy. Albeit because the market was…

    Ishan Dan | 11th May 2022 | More
  • Is it time to load up on airline and travel stocks?

    The world is largely open for travel. As vaccination rates peak, governments across the globe are managing to contain COVID-19 and relax border restrictions. Travel in China, however, is heavily compromised by COVID restrictions. According to the International Air Transport Association (IATA), “North American and European international traffic rebounded to -42% of their 2019 peaks…

    Ishan Dan | 22nd Apr 2022 | More
    Why Redbubble’s pain may not be over

    You’re going to hear from Redbubble (ASX: RBL) bulls that the recent share price pullback has created an investment opportunity of a lifetime, and the operating leverage as they scale will drive up margins.  Well, today I’m going to debate with Lachlan’s bull thesis as to why I think that’s a furphy.  If you liked Redbubble at $6.70, you’re…

    Lachlan Buur-Jensen | 6th Apr 2022 | More
    Three tech stocks to hold if the market shut

    ASX tech shares have been taken to the cleaners in 2022. The local technology index is down 20% for the year, falling as much as 27% in March. Despite the dip, here are 3 ASX tech shares I’d be willing to pick up and hold for the next ten years. 1. Xero Limited (ASX: XRO) Xero…

    Lachlan Buur-Jensen | 6th Apr 2022 | More
    Strong investment set to drive ASX earnings: Ausbil

    And that’s a wrap. Another positive earnings season, with 47 per cent of the S&P/ASX 200 Index beating on revenue estimates and 44 per cent beating on EPS (earnings per share) estimates. Ausbil Investment Management has released its reporting season wrap and outlook for earnings going forward. Here are the highlights: HY22 was another positive…

    Ishan Dan | 18th Mar 2022 | More
    Not for the faint-hearted: two ASX stocks that win from defence spend

    The war in Ukraine has no doubt sent vibrations through the Australian market however there are a handful of companies that may see their profits boosted during a conflict. The rule of thumb is; global equities remain under pressure in the lead up to a conflict as uncertainty and weakening sentiment creep in. Once heightened…

    Ishan Dan | 9th Mar 2022 | More
  • 5 ASX stocks insiders are trading this week

    ASX shares with insider buying is a big tick for current or potential shareholders. Insiders – which include the CEO, board of directors or founders – usually have a strong grasp on the business. When an insider puts their own cash on the table, the market takes notice. Here are five companies with insiders who…

    Lachlan Buur-Jensen | 2nd Mar 2022 | More
    Top five global value stocks for 2022

    After years of US high-growth tech dominance, the sector has fallen out of favour as the world moves past Covid-19. In its place are the overlooked “value” stocks, such as energy and consumer staples. With interest rates set to rise, investors are actively buying value stocks. But as they do, the question is, how to…

    Ishan Dan | 2nd Mar 2022 | More
    Telstra’s announces new infrastructure initiatives

    The Telstra Corporation Ltd (ASX: TLS) share price is in focus after the ASX share announced it’s going to spend up to $1.6 billion on infrastructure. Telstra’s $1.6 billion infrastructure spending plan Australia’s largest telecommunications business has underlined its market position by announcing two infrastructure projects to support the nation’s digital economy and further improve connectivity. To…

    Jaz Harrison | 2nd Feb 2022 | More