Rain on the scarecrow, shares on the rise

As a sector on the stock exchange, agribusiness probably doesn’t get enough love from investors, being so reliant on the seasons. And with persistent drought across much of the country in recent years, it hasn’t been a great time for…

Benefitting from the shutdown: Costco

This week we take a look at the often misunderstood, bulk retailing business Costco (NASDAQ:COST). Similarly to Woolworth’s (ASX:WOW) the company has performed reasonably well throughout the COVID-19 shutdowns benefitting from hoarding and its business model of offering incredibly low…

Dividends stress-tested, but pockets of resilience survive

All over the share market, investors are stress-testing their dividends – although, until they see what their portfolio companies actually do with regard to dividends, this largely involves prudent recalibration of expectations. Take National Australia Bank, for example, which slashed…

Guidance: The silence is deafening

The uncertainty in equity markets is prompting listed companies to withdraw their earnings guidance. But analysts are calling on a number of companies who have not provided updates to assist investors by giving a clear outlook. Around 34 per cent…

Earnings season: more misses than beats

Investor and analyst responses to earnings reports released during the ASX interim profit season, which ended on Friday, have included “disappointing” and “mixed”. The outlook is for more of the same. Macquarie Securities analysed the results of 118 stocks in…

Fewer IPOs but better returns

Initial public offerings (IPOs) on the Australian Securities Exchange produced significant returns for investors last year, if they could get their hands on the few listings that were offered. More than half of the listings in 2019 posted year-end gains…

Latitude IPO: moderate-growth in a low-growth market

Latitude Financial Group’s prospectus, which was launched last week, aims to sell a picture of a company that is well positioned for growth. But what emerges from the offer document is a business that has focused on efficiency, rather than…

Exploring simple corporate bonds

Financial services group Australian Unity has tapped the little-used simple corporate bond market, launching two new series bonds on the Australian Securities Exchange. The health insurer, fund manager, banker and retirement living group is seeking to raise a total of…

The bigger the ETF the better

Investors considering different exchange traded fund options will usually have a better outcome selecting a bigger ETF over a small one, according to new research. Morningstar has analysed the trading history of listed funds and found that big ETFs have…

June half IPO winners

It was a sluggish start to the year for initial public offerings (IPOs), with a fall in the number of new ASX listings during the six months to June. But their share price performance was better than previous years. The…

CONTACT US

Sydney: +61 2 9247 8533
Melbourne: +61 3 8414 2901
Sydney: Level 2, 75 Elizabeth Street, Sydney NSW 2000
Melbourne: Level 4, 125 Flinders Lane, Melbourne Vic 3000

Processing...
Thank you! Your subscription has been confirmed. You'll hear from us soon.
Free today.
Join Inside Network's exclusive community to receive commentary and content from the select top fund managers, journalists and economists in Australia. Unsubscribe anytime.
ErrorHere