Market Morsels: CGF, SGP
Forecast updates from both Challenger and Stockland during Thursday’s ASX trading session, with both reinstating previous guidance and offering positive profiles moving forward.
Read MoreForecast updates from both Challenger and Stockland during Thursday’s ASX trading session, with both reinstating previous guidance and offering positive profiles moving forward.
Read MoreNo wonder Santos changed its payout policy and announced a $US250 million buyback this week – the company’s March quarterly report revealed record revenue of $US1.9 billion.
Read MoreBHP did much better in its key iron ore business than rival Rio Tinto did, although the surge in WA Covid infections and associated labour shortages in hit its nickel and copper operations.
Read MoreThe great unwind in monetary stimulus has led to ongoing equity market weakness. Andrew Fleming explains why Schroders has cut its exposure to Australian resource stocks.
Read MoreBuying ‘quality’ companies seems an intuitively straightforward path to investment success. However, as VanEck’s Cameron McCormack writes, this is often easier said than done.
Read MoreUnlike the weak quarterly report from Netflix on Tuesday, Tesla did its bit for investor confidence in the megatechs with record revenue and earnings in the March quarter.
Read MoreA weak March quarter production report from Rio Tinto so far as its Pilbara iron ore operations are concerned, while only ominous silence about the future of its Jandar Serbian lithium mine.
Read MoreFidelity’s Tom Stevenson looks at one of the crystal balls investors use to identify turning points in the economy: the bond market, specifically, long and short-dated bond yields.
Read MorePortfolio Manager Scott Berg runs through some key points regarding how T. Rowe Price’s Global Growth Equity strategy steers through complex dynamics within that universe.
Read MoreSantos says investors are undervaluing the company in the wake of last year’s takeover of Oil Search and will conduct a $US250 million share buyback to try and set things right.
Read MoreCovid continues to bedevil the businesses of Bega Cheese in Australia and its key Asian markets, according to yesterday’s update from the country’s largest locally-owned food group.
Read MoreWednesday saw shares in Whitehaven Coal, the country’s biggest locally owned coalminer, hit new multi-year highs off the back of an upbeat March quarter production and sales report.
Read MoreT. Rowe Price Equity Specialist Sam Ruiz gives his thoughts on the 3 key themes having an impact on markets at the moment: Inflation, the US Federal Reserve and Covid.
Read MoreThe International Monetary Fund has cut its global growth forecast for the second time this year to 3.6% from 4.4% in its January World Economic Outlook and the 6.1% rise in 2021.
Read MoreRamsay Health Care confirmed Wednesday morning that it is talking to a “consortium of financial investors” led by US private equity giant KKR about a buyout worth as much as $20.1 billion.
Read MoreA rare fall in global subscriber numbers in the three months to March saw shares in Netflix lose more than 25% of their value in afterhours trading on Wall Street Wednesday morning.
Read MoreIn August last year, Quay Global highlighted that real estate (listed and direct) tends to outperform equities during periods of high inflation. This article serves as a follow-up piece.
Read MoreIf you read yesterday’s statement from AMP, you’d be excused for thinking that the sale of its Collimate assets is anything but a certainty, despite the many claims that Dexus has it in the bag.
Read MoreThe huge Chinese property sector’s troubles have worsened in the past couple of months, as underlined by the terrible March figures on real estate investment and sales.
Read MoreAs markets around the world continue to be buffeted by multiple factors, Airlie’s Matt Williams argues that this volatility may itself be the dominant narrative for equities over 2022.
Read MoreLike Lynas and its rare earths operation in Texas, rival Syrah Resources has won financial support from the American government to help expand its operations in that country.
Read MoreFor the third time in a year, fertiliser maker Incitec Pivot has been forced to take a costly charge for a problem at its supposedly state-of-the-art Waggaman ammonia plant in the US.
Read MoreFed Chair Jay Powell is looking for some sort of ‘immaculate disinflation’. His problem? Monetary policy is ill-suited to fight inflation arising from supply constraints.
Read MorePent-up demand and Australia’s high vaccination rates have seen credit rating agency Moody’s lift its outlook for Qantas from “negative” to “stable” for the first time since 2020.
Read MoreWith the US reporting season kicking into high gear next week, investors will first get to digest earnings from streaming giant Netflix and electric vehicle maker Tesla.
Read MoreIt sounds like we are stuck on loop, but the factors hitting global economies and markets over the next six days will be the same as they have been for the past seven weeks.
Read MoreChina’s GDP reading of 4.8% annual growth looks OK, but the real story of the drooping economy emerges in the weak quarterly figure and sharp contraction in retail sales in March.
Read MoreThe sharp rebound in raw materials prices sparked inflationary pressures and the Ukraine/Russia conflict has provided a solid floor for global resources and commodities to rally.
Read MoreWhat impact will higher interest rates have on the Australian property market? How far will prices fall? AMP’s Shane Oliver looks at these and other issues in this week’s Insights column.
Read MoreThey were concerned in February, now gloom has set in among global scale fund managers with optimism at all-time lows, according to the Bank of America survey for March.
Read MoreThe March quarter results from JPMorgan will force investors and analysts to rethink how US banks performed in what was a pretty tumultuous first three months of 2022.
Read MoreWith a share price of 12 cents and a market cap of $12 million, Perth-based distribution group Stealth Global Holdings flies well under the radar of most investors. Maybe not for much longer.
Read MoreWith the Easter break upon us, let’s take a moment to mourn a significant species loss for the Australian economy and business community: the rampant, world-striding Aussie media mogul.
Read MoreWe understand you are busy and may not have been left with enough time to keep up with the quality content we’ve been bringing you throughout the week. So here it is in one handy location. You’re welcome.
Read MoreShareCafe spoke with Marc Voigt, CEO of local biotech Immutep, about the progress his company is making specifically in the area of head and neck cancer treatments.
Read MoreBank of Queensland has lifted interim payout to shareholders by nearly 30% after ra solid rise in earnings for the February half, but a slide in its net interest margin will worry some investors.
Read MoreTime is up tomorrow for the $US11.6 billion bid for Alleghany Corp from Warren Buffett’s Berkshire Hathaway and, with no counter bids, it seems as it stands the deal will go through.
Read MoreAs the EU considers further sanctions on Russia, Schroders looks at the importance of Russian energy supplies and asks fund manager Malcolm Melville about the implications.
Read MoreAs we forecast, the widespread Covid lockdowns and high world prices for key commodities hit China’s trade performance in March and will do so again only much harder in April.
Read MoreAs Fidelity’s Kate Howitt reports, endeavouring to counter the effects of the Covid era is a difficult balancing act, one made even more so by the current conflict in Ukraine.
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