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Monday 8 November, 2021
In his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Tuesday 9 November, 2021
Australian fertiliser group Incitec Pivot (ASX: IPL) says high gas prices are to blame for its decision to shut down its 50-year-old manufacturing plant on Brisbane’s Gibson Island.
Shares in Stanmore Resources soared as much as 24% on Monday and closed up 14% after announcing a deal to buy low grade metallurgical coal assets from BHP for $A1.8 billion.
Three deals advanced to the closing rounds of their respective games yesterday, involving Sydney Airport, Senex Energy and Australian Pharmaceutical Industries.
Platinum’s resident virologist and portfolio manager Dr Bianca Ogden chats with Douglas Isles on how increased funding and computing power is transforming the healthcare sector.
Infrastructure investments can provide investors with a sense of reassurance in uncertain times. As First Sentier’s Trent Koch explains, every nation depends on its infrastructure to function effectively.
If the past decade in equity markets has taught us anything, mispriced money has resulted in some deeply ingrained beliefs and behaviours that are now unsustainable.
Wednesday 10 November, 2021
James Hardie has raised its 2022 earnings forecast for the second time this financial year on the back of strong demand for its products from the booming US housing market.
Outdoor gear retailer Kathmandu has confirmed the group’s sales have been hurt by the lockdowns in Eastern Australia, but sees an upturn with the staged re-openings in NSW and Victoria.
Tuesday’s solid full year result from the National Australia Bank concluded the strong recovery the big four have made from the pandemic damaged 2020 financial year.
Chalice Mining has confirmed the promise of its Julimar project as a massive find potentially worth billions of dollars in future income and revenue for the company and the country.
Gold miner Newcrest has struck a $US2.8 billion ($A3.7 billion) deal to acquire Toronto-listed rival miner Pretium Resources, marking a significant step in the company’s expansion plans.
Business conditions and confidence rose last month as lockdowns came to an end in both NSW and Victoria, according to the latest monthly survey of business from the National Australia Bank.
Robert Almeida from MFS Investment Management analyses the historical relationship between stocks and bonds, and why it is crucial in diversification and asset allocation decisions.
Shares in electronic signature group Nitro went into a trading halt Wednesday morning to allow the company to raise $140 million to finance the purchase of Belgian group Connective.
ShareCafe’s Tim McGowen speaks with TerraCom’s executive chairman Craig Ransley about their debt refinancing, South African mines and its Queensland cash cow Blair Athol.
Thursday 11 November, 2021
Earnings up and more to come says global scrap metal and recycling company Sims Limited – and that’s despite the recent downturn in the pace of activity in the Chinese economy.
Just as Tesla runs into confusion generated by its at times deluded chair and biggest shareholder Elon Musk, investors have flocked to Rivian – a new EV rival due to list on Wall Street. (and follow-up Rivian Goes from Showroom Floor to Trading Floor)
China’s CPI rose as forecast last month, but producer price inflation hit a 26-year high with a larger than expected annual rate of 13.5% as soaring coal prices slammed industry costs.
Most investors tend to think of cryptos as buying bitcoins directly. However, there are many fintech companies that help provide crypto products, services and innovation. Here are ETF Securities’ top five.
Friday 12 November, 2021
Writedowns and difficult market conditions saw Orica turn in a loss for the year but directors see the solid rebound in the second half continuing into the current 2021-22 period.
October’s jobs report looked poor and the initial reaction treated it thus, but the adverse data points were really positives in that they happened as eastern states met their re-opening targets.
Shares in private hospitals operator Ramsay Health Care dropped as much as 7.3% yesterday after it revealed a surprise drop in its first-quarter after-tax profit to just $58.1 million.
Shares in Xero Ltd fell more than 6% yesterday as the company reported a 19% dip in first half earnings and committed itself to continue spending heavily on expansion.
GrainCorp will run a modest $50 million buyback and has boosted dividends after riding the second good season in a row for eastern Australian grain growers into a 50% revenue jump.
As Fidelity’s Tom Stevenson writes in his regular column, when it comes to monetary policy the watersheds are even less obvious than for a stock market index or share price.
Janus Henderson’s Matt Culley explains how EM have seized upon the digital revolution to modernise their economies and create innovative business models to address local business needs.