Markets
Another Quarter, Another Record for Mac Bank
Investment giant Macquarie Bank continued to ride financial markets in the three months to December, posting another record-breaking quarter in profits.
Read MoreBapcor Hires from Within for New CEO
A day before it releases its December half results, car parts group, Bapcor has revealed its new CEO in the shape of its chief financial officer.
Read MoreA Frontline View on Inflation and its Persistence
Anecdotal reports from the companies Pengana Capital follows indicate differing impacts from rising prices—and offer a few clues to where inflation is headed.
Read MoreANZ Talking Loud but Saying Nothing
The market viewed ANZ’s December quarter update as a case of too much upbeat commentary and not enough about whether or not the bank actually earned a profit for the period.
Read MorePerfect Storm Boosts Graincorp Earnings
La Nina and the strong local growing season, helped by solid world grain prices, saw Graincorp surprise the market on Monday with a big lift for its FY2022 earnings guidance.
Read MoreHardie’s Profits Go Through the Roof
Building materials group James Hardie reported soaring sales and earnings in the wake of sacking its CEO in early January, just after the reporting period had ended.
Read MoreHigher Dividend Income Lifts Argo Payout
A one-off bonanza for the six months to December from the country’s second-biggest LIC Argo Investments has come with a warning that the good times are unlikely to reoccur.
Read MoreThe Beautiful Game
There is an apparent paradox of investing in shares; price is everything yet it is also nothing. Kerr Neilsen from Platinum Asset Management unpicks this inherent investment conundrum.
Read MoreA Stellar Year for REITs – Will this Continue into 2022?
Despite the well-documented challenges, 2021 has been a successful year for AREITs. Pengana Capital looks into whether or not this trend will carry over into the new year.
Read MoreWebinar Recap – CE1, AUA, PPL & GRV
Catch up on the full webinar with presentations from Calima Energy (ASX: CE1), Audeara (AUA), Pureprofile (ASX: PPL) & Greenvale Mining (ASX: GRV)
Read MoreCalima Energy (ASX: CE1) – Webinar Presentation
Mark Freeman – Finance Director – Calima Energy is an environmentally responsible oil and gas producer in western Canada.
Read MoreAudeara (ASX: AUA) – Webinar Presentation
James Fielding – CEO – Audeara is a hearing health technology company that uses a hearing profile algorithm to personalise sound output to the needs of the listener.
Read MorePureprofile (ASX: PPL) – Webinar Presentation
Martin Filz – CEO – Pureprofile is a data and insights business, underpinned by technology. Pureprofile helps brands and media owners identify, connect and engage with more of the people that matter.
Read MoreGreenvale Mining (ASX: GRV) – Webinar Presentation
Matt Healy – CEO – Greenvale Mining is focused on creating value through exploration and expansion of its Alpha Torbanite Project and Georgina Basin IOCG Project.
Read MoreMeta’s Loss is Berkshire and Buffett’s Gain
Warren Buffett and his Berkshire Hathaway are back outperforming the wider market thanks to Meta’s implosion last week and the switch back to value investing as rates head higher.
Read MoreCommodities Corner: Oil the Trojan Horse
Oil set the tone with its seventh straight weekly rise, taking other commodities with it, but this could have huge implications for global inflationary pressures over oncoming months.
Read MoreDiary: Local Reporting Season Begins in Earnest
The US earnings season continues but attention here switches to local companies as the flow of December 31 results really gets going this week. Inflation, as always, remains in focus.
Read MoreMonday Market Minutes: Different Strokes
Despite the S&P 500 and Nasdaq Composite indexes having their best week of the year, weakness on the local futures market hints at a lower start for the ASX on Monday.
Read MoreEconomics Wrap: US Job Data Gives Pundits Whiplash
On paper the very strong January jobs report from the US was just as confusing as the weak readings for December and January had been, and it caught economists out again.
Read MoreMarket Bares its Fangs to Techs that Disappoint
Investors can be excused for feeling more than a little dazed and confused after the very scratchy December quarter reporting period for the market leaders of the past few years – the megatechs (AKA the FAANGs).
Read MoreOld School Media Winning with New School Tactics
As the megatechs struggle with their business models, there is more evidence from the US that a successful digital subscription strategy is paying off for old line media such as print.
Read MoreDigging into the Mining Scene
The December quarter bought the usual flood of updates from miners on their exploration, development and production operations – here are a few of the key highlights.
Read MoreThe RBA Ends Bond Buying – but Remains “Patient” on Rates
In this week’s Insights column, AMP’s Dr Shane Oliver runs through the current state of play at the Reserve Bank and the implications of policy moves for local markets.
Read MoreThe Week that Was – January 31-February 4, 2022
We 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 MoreEverything Clicking for REA Group
The latest half year figures from News Corp’s digital house listings arm REA Group has confirmed that it’s the middlemen that make a lot of money – and not just the banks.
Read MoreBourse Discourse: CTT, ALL
A disappointing sales report on Thursday saw shares in online retailer Cettire fall more than 20%, while poker machine giant Aristocrat suffered a setback to its expansion plans.
Read MoreGlobal Supply Chain Bottleneck Nicks Scali
Furniture retailer Nick Scali has warned investors that persistently high international shipping costs will likely cut earnings in the current second half of the of the June 30 financial year.
Read MoreOz Economy Strong Offshore but Weak Locally
More evidence of the two-faced nature of the Australian economy, with a robust trade account being offset by weak domestic conditions, particularly in housing approvals.
Read MoreMargin Squeeze Forces Westpac’s Hand on Cost-Cutting
Rising pressures on profit margins and the prospect of more to come has forced Westpac to bring forward by two years the bank’s long-promised target date for lower costs.
Read MoreThe Metaverse: The Next Wave of Digital Innovation?
From Gucci bags to aeroplanes, the Metaverse has sparked a wave of innovation. GAM Investments’ Mark Hawtin looks at the opportunities within a market predicted to be worth USD 1 trillion.
Read MoreAppearances Can Be Deceptive
2021 can be characterised as a strong year overall but with plenty of fallen angels. GAM Investments’ Mark Hawtin takes a look back at the year’s major themes.
Read MoreCostly Sins of the Fossil Fuel Father Bite ERA
As Energy Resources of Australia is finding out the hard way, it’s not the production and selling costs involved with mining fossil fuels that catch you in the end, it is the rehab costs.
Read MoreRising Interest Rates Change the Game
Investors Mutual’s Anton Tagliaferro takes an in-depth look at interest rates, how they are set to affect markets in 2022, and how IML is preparing their portfolios in response.
Read MoreChile Moves Toward Mine Nationalisation
Chile has taken the first step towards nationalising its copper and lithium mines, a move that would have huge ramifications – both good and bad – for Australian companies.
Read MoreStateside Shift Suiting Amcor Superbly
December half year figures confirm packaging giant Amcor is seeing solid returns after it transplanted itself in the wake of the $US6.8 billion Bemis packaging takeover in 2019.
Read MoreNZ Becoming the Land of the Long Economic Cloud
New Zealand currently finds itself in the grip of high inflation, low unemployment and rising interest rates because of increasing cost pressures and still-too-high house prices.
Read MoreInvestors Mutual Discuss Rising Interest Rates
Investors Mutual Portfolio Manager Daniel Moore discusses with Head of Retail Wayne McGauley how the prospect of rising interest rates is affecting markets.
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