Cybersecurity and Computer Chip Shortages
With cybersecurity and computer chip shortages still global concerns, Magellan’s Adrian Lu looks at the future of Enterprise Software companies and how they are addressing these key issues.
Read MoreWith cybersecurity and computer chip shortages still global concerns, Magellan’s Adrian Lu looks at the future of Enterprise Software companies and how they are addressing these key issues.
Read MoreMarket forecasts of around $A9b for Australia’s trade surplus in January missed the mark completely – in fact they were not even in the same ballpark as the almost $13b reported figure.
Read MoreHaving been challenged by surging stock markets, higher rates and even crypto over the past couple of years, Kanish Chugh from ETF Securities suggests things could be looking up for gold.
Read MoreBuilding approvals fell sharply in January as semi-lockdowns and restrictions allied with the normal summer holiday slowed the approvals process at local and metro governments.
Read MoreChalice Mining says it has identified a major new area of interest at its globally significant Julimar exploration area in WA that could be similar to its first big discovery at Gonneville.
Read MoreMagellan’s Ryan Joyce talks about the current valuation of the tech sector and why 2020 and 2021 created the ‘perfect storm’, with a deeper look into Meta and some news from Alibaba.
Read MoreDespite the AREIT sector having fallen by 10.27% so far this year, Erik Borean from APN believes REM’s Michael Stipe was wrong in thinking it’s the end of the world as we know it.
Read MorePharmaceutical wholesaler Sigma Healthcare told the ASX on Wednesday that demand for Rapid Antigen Tests would push underlying earnings up 10% to 15% compared with last year.
Read MoreJanus Henderson’s Denny Fish believes that recent tech sector volatility is a response to higher interest rates rather than a judgment on these companies’ ability to reshape the global economy.
Read MoreAustralian consumers spent heavily coming out of the Covid Delta lockdowns in the last quarter of 2021 and dragged the economy to a very solid 4.2% rise in annual GDP for 2021.
Read MoreA week after revealing a big rise in earnings, Lynas Rare Earths has surprised with what looks a significant upgrade to the company’s key Mount Weld deposit in WA.
Read MoreCommodity prices surged Tuesday despite a big slide on equity markets as the Russian invasion of Ukraine deepened with indiscriminate missile attacks and troops at the outskirts of the country’s capital Kyiv.
Read MoreExplosives and chemicals group Orica is sticking with the upbeat (though non-specific) outlook for its 2021-22 financial year ahead of the ending of its first half on March 31.
Read MoreFidelity International’s investment experts have recently completed their annual analyst survey for another year. Here is a sector-by-sector breakdown of what those in the know feel are the key points to watch.
Read MoreFinancial regulator AUSTRAC has launched court action against Crown Resorts, claiming the casino giant breached anti-money laundering law “innumerable” times over the past six years.
Read MoreANZ and CBA were both in the news on Tuesday as the former made some key personnel moves and the latter offloaded an asset, raising expectations for further capital management programs.
Read MoreThe RBA kept monetary policy unchanged at its March meeting on Tuesday, with the cash rate remaining fixed at 0.1%, but is keeping a close eye on the Ukraine crisis for potential economic fallout.
Read MoreSchroders Portfolio Manager Mik Kase shares his views on recent volatility, impacts to income-producing assets and how he’s positioning the Absolute Return Income Fund in this market.
Read MoreThe CBA will raise expectations among investors for another buyback later this year after revealing Tuesday that it had sold part of its stake in a Chinese bank for $A1.8 billion.
Read MoreA weak interim result Monday from Noumi Ltd (the old Freedom Foods) on the final day of the reporting season that was dominated by a mass of negatives, including a slumping share price.
Read MoreZipCo is seeking to buy rival Sezzle in a $491 million all share deal that Zip claims will accelerate its path to profitability, even in the face of tougher conditions in the once buoyant sector.
Read MoreThe battle for IVF operator Virtus continues, with Australian private equity group BGH upping its offer price to $7.65 per share as it goes head-to-head with London based rival CapVest.
Read MoreAllkem released a bullish first set of results since being formed by the merger of Galaxy Resources and Orocobre last August, and it’s clear the lithium price boom is starting to pay off for producers.
Read MoreMagellan’s John Wylie reviews Novartis, looks at US political risks to the healthcare sector, and addresses how cancer research innovation may translate to investment profits.
Read MoreRetail sales bounced in January, rising 1.8% in seasonally adjusted terms, but that still left them well adrift of December’s huge 4.4% slump.
Read MoreAs Dimitry Dayen from ClearBridge reports, even the most ambitious emission-reduction scenarios maintain a share of fossil fuels usage, suggesting carbon capture solutions are needed.
Read MoreMatt Callahan – Executive Director – Botanix Pharmaceuticals is a clinical stage dermatology company developing treatments for common skin diseases and infections.
Read MoreMario Vecchio – CEO – TZ has successfully commercialized proprietary locking technology in the smart locker and data cabinet security markets.
Read MoreBrendan Boyd – CEO – Silk Logistics Holdings Limited is a leading Australian-owned logistics business providing an integrated ‘port-to-door’ service to some of the world’s best-known brands.
Read MoreCatch up on the full webinar with presentations from Botanix Pharmaceuticals (ASX: BOT), TZ Limited (ASX: TZL) & Silk Logistics (ASX: SLH)
Read MoreOil major BP has pulled the plug on one of the west’s biggest Russian investments at a cost of up to $A35 billion, becoming the first major western company to cut ties with Russia.
Read MoreA hectic week ahead for the Australian economy with the RBA policy meeting tomorrow and the latest economic growth data the day after, along with the usual raft of monthly figures over the remainder.
Read MoreWarren Buffett is again trying to reassure shareholders and the wider markets that he retains a strong appetite for acquisitions and equity investments, even if he does see his own company as the best of them.
Read MoreThe Australian stockmarket looks like continuing on from Friday’s positive move when trading resumes this morning after Wall Street rebounded sharply, taking ASX 200 futures higher with it.
Read MoreAs if the markets weren’t uncertain and volatile enough already, the Ukrainian Crisis has raised a whole new set of questions needing to be asked and answered about what happens now.
Read MoreAs the world, and global markets, turn their focus toward the Ukrainian crisis, AMP’s Shane Oliver looks at the situation from a number of different angles and its potential ramifications for investors.
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 MoreChinese sales of what they call New Energy Vehicles (or NEVs) fell in January from December’s record as the first impact of the 30% cut in subsidies for buyers hit home.
Read MoreAs concerns around global supply chains mount, GAM Investments’ Kevin Kruczynski argues that additive manufacturing (3D printing) could provide a more reliable, sustainable and efficient solution.
Read MoreNewmont has overcome plenty of obstacles – Covid, wet weather in Western Australia, recalcitrant new technology (also in WA) and a slide in production – to post record 2021 earnings.
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