Sort By
  • Newest

  • Newest

  • Oldest

  • Author Name

  • Author Name

  • David Chaplin

  • Drew Meredith

  • Giselle Roux

  • Greg Bright

  • Ishan Dan

  • James Dunn

  • Lachlan Maddock

  • Owen Raszkiewicz

It’s not all bad news as markets retreat on inflation news

Despite the media hype surrounding last week’s US rate hike, interest rates are going up but not as fast or as damaging as everyone thinks. The RBA upped rates for the first time in over 11 years by 25bps to 0.35 percent from 0.10 percent. Roughly a $65 a month increase, on a twenty-five year…

Ishan Dan | 18th May 2022 | More
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
  • Jump in grocery prices supports supermarket profits, for now

    Grocery prices have soared in Australia, rising at a faster pace than the Consumer Price Index, which is benefitting the earnings of Coles and Woolworths. However, the boost could be temporary, with food inflation expected to moderate next year. The rise in inflation globally has exceeded wages growth, eroding households’ purchasing power. Lower income households…

    Nicki Bourlioufas | 18th May 2022 | More
    The tables have turned after quarter from hell

    “Patience is a virtue” may well be the best way to explain the performance of the Australian sharemarket in the March quarter. As the rest of the world, but particularly fast-growing technology stocks listed on the NASDAQ entered free fall, the local S&P/ASX200 benchmark bucked the global trend to deliver a return of 2.2 per…

    Drew Meredith | 18th May 2022 | More
  • Is Pinnacle now in the buy zone?

    You might not have heard of Pinnacle Investment Management Group (ASX: PNI), but you’ve likely heard of or invested in one of its 16 affiliate managers. Founded by investment management doyan Ian Macoun -who is currently Managing Director and owns 9.6% of the company – Pinnacle provides the seed capital, administration, and distribution for upstart…

    Lachlan Buur-Jensen | 13th May 2022 | More
    Your guide to the bitter AGL demerger 

    It’s not quite a 1980’s style corporate raider attempt, but it’s pretty darn close. Australia’s 4th richest man is trying to disrupt the dissembling of the country’s largest energy generator and retailer. After previously trying to buy the whole company twice, MikeCannon–Brookes, through his holding company Grok Ventures, has effectively secured 11% of AGLEnergyLimited (ASX:…

    Lachlan Buur-Jensen | 13th 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
    Macquarie sinks despite record $4.7 billion profit

    Informally known as the millionaire factory, it may be time to rename Macquarie Group Ltd (ASX: MQG) the billionaire club. On Friday the company reported a record $4.7 billion annual profit for FY22 as it took advantage of extreme market gyrations, supply chain constraints, and the shift to green energy. The key headline numbers include:…

    Lachlan Buur-Jensen | 11th May 2022 | More
  • Is this the most simple company on the ASX?

    A strong argument could be made that Deterra Royalties Limited (ASX: DRR) is the most simple business on the ASX. Originally spun off from Iluka Resources Limited (ASX: ILU) in 2020, the company owns six royalty agreements, which entitles the business to a clip of revenue production over the defined mining area. Each quarter it…

    Lachlan Buur-Jensen | 6th May 2022 | More
    5 blue-chip ASX shares to counter inflation

    After months of central banks kicking the can down the road, inflation is beginning to entrench itself. Businesses are reporting rising input prices. Households are being hit with bigger bills. And markets continue to swing wildly. Here are five ASX shares to protect your portfolio from inflation. Supermarkets don’t exactly scream sexy, exciting, or invest…

    Lachlan Buur-Jensen | 6th May 2022 | More
    Inflation is here to stay. Here’s why.

    Last week’s CPI print from the Reserve Bank of Australia (RBA) revealed a 5.1% increase, well above the central bank’s target band of 2-3%. The increase had been anticipated by the market given the flurry of quarterly updates by ASX during April highlighted inflation across various sectors with no clear end in sight: Audinate, the…

    Lachlan Buur-Jensen | 4th May 2022 | More
    1 2 3 13