Schroders on Value – Part Five
Part Five of Six in a video series with Schroders Australia Fund Manager Simon Adler, in which he tells us where he currently sees the best investment opportunities in the market.
Read MorePart Five of Six in a video series with Schroders Australia Fund Manager Simon Adler, in which he tells us where he currently sees the best investment opportunities in the market.
Read MoreRetail giant Wesfarmers has joined the list of companies rewarding their shareholders, announcing $2.3 billion in dividends after a solid financial year which saw profits jump 16%.
Read MoreSuddenly there’s a lot of money in rare earth prices, and after promising a lot and delivering little for years, Lynas has proved that solid hard work can end up realising all that potential.
Read MoreASX200 down 15 points (0.2%) to 7475. Mayne Pharma (-6.7%); FY loss $209.1m. Co said its recovery will depend on the many issues regarding C-19.
Read MoreThe Dow Jones index fell by 192 points or 0.5%. The S&P 500 index lost 0.6% and the Nasdaq index slid 96 points or 0.6%.
Read MoreOne-time glamour stock a2Milk confirmed on Thursday that it is one of the biggest corporate casualties of the Covid pandemic with a 77% slump in earnings for the year to June.
Read MoreShareholders in Woolworths have joined the ‘rivers of gold club’ that has already showered largesse on the likes of the Commonwealth Bank, Suncorp, the ANZ and NAB.
Read MoreA big payout for Ramsay shareholders, but if the $1 billion-plus Spire takeover hadn’t been rejected by holders of the target company, would Ramsay have been anywhere near as generous?
Read MoreAs expected, Qantas, Air NZ and Flight Centre all clocked up losses in the year to June 30 thanks to the continuing impact of Covid and its variants on domestic and international travel.
Read MoreIn a crazy 12 months for markets, it became clear to us that what was a logical and compelling macro view one moment could fundamentally change a few months’ later.
Read MoreThe Aussie market fell for the first time this week as the ASX 200 ended its 3-day winning streak with a loss of 40 points or 0.54% to 7,491. It was a busy day for company profits as we near the end of August.
Read MoreFor the first time in over a decade, a new economic cycle may be underway – a ‘reflation’ cycle characterised by faster economic growth, higher inflation and ongoing monetary and fiscal stimulus.
Read MoreIn recent decades, thanks to a deeper understanding of underlying biological mechanisms, drug development has progressed in leaps and bounds as research into new compounds has evolved beyond a trial-and-error approach.
Read MoreThe Perpetual Ethical SRI Fund returned 42.5% for the full fiscal year to 30 June, outperforming the benchmark by 14.0% thanks in part to new investment opportunities thrown up by extraordinary market volatility.
Read MoreIn reflecting on the last couple of years we are pleased with the fund’s performance, delivering solid returns for our unit holders. Here, we consider one of the stock picks that worked out well for us.
Read MoreAs we head into the new financial year, we feel really excited by the stocks and exposures we have in both the long and short book. However, if FY21 has taught us anything it is to keep an open mind and learn from where we got things wrong.
Read MoreAs a fundamental value manager, one way we can add value is avoiding value traps. A few value-style companies raised red flags in FY21 and, as a result, we were short or did not own them.
Read MoreThe Australian sharemarket is under pressure on Thursday following a pullback in mining stocks, a handful of companies trading ex-dividend and a busy day for earnings.
Read MorePlato’s Dr Peter Gardner breaks down the potential tax benefits for shareholders of the off-market buyback announced today by local retail giant Woolworths.
Read MoreASX200 down 47 points (0.6%) to 7484. Saint Barbara (-3%); FY loss $ 176.6m vs profit $128m last year. Took an impairment loss of $349m and reported weaker gold output.
Read MoreThe Dow Jones index rose by 39 points or 0.1%. The S&P 500 index rose by 0.2% to record highs. And the Nasdaq index added 22 points or 0.2%, also closing at a record high.
Read MoreAPA Group has reported a 99 per cent drop in statutory profit in the year to June thanks to the $250 million write-down at the Orbost gas plant in Victoria, as well as other charges.
Read MoreGold glitters, lithium has lustre, and aluminium an allure but the blue collar metal known in certain circles for containing food and soldering circuitry is shining brightest. Right now, tin is in.
Read MoreThe takeover of Saracen and the reuniting of the Super Pit near Kalgoorlie under one owner paid off for Northern Star Resources in the year to June 30, with record earnings and a new dividend policy.
Read MoreResults from three key tech stocks – Afterpay, Zip Co – and Wisetech Global tell an interesting story about the future of the space in Australia once Afterpay is no more.
Read MoreKerry Stokes is retiring as the chairman of his majority-owned Seven Group Holdings after the company turned in a solid result, and the market didn’t particularly like the news.
Read MoreWhen taking a pragmatic approach, value can be found right across the market spectrum – even in big tech – by identifying resilient businesses that are cheap relative to their growth profile and peers.
Read MoreThe strong relative performance of growth stocks in recent years has given rise to concerns about overvaluation and a potential re-run of the dotcom bubble twenty years ago.
Read MoreNine Entertainment joined rival Seven West Media and regional operator Southern Cross in reporting a solid rise in earnings and a net profit after tax of $183 million for the year to June.
Read MoreThe Australian sharemarket is lifting for a third day, with the ASX 200 up by ~0.3% at midday. Strong gains in iron ore and oil prices are helping resource stocks lift while logistics software company Wisetech is surging on its profit results.
Read MoreASX200 up 33 points (0.4%) to 7536. Iluka (-3.9%); 1H profit +14% to $129m vs $113m yoy. Revenue +62%. Div reinstated.
Read MoreThe Dow Jones index rose by almost 31 points or 0.1%. The S&P 500 index rose by 0.2% to record highs. And the Nasdaq index added 77 points or 0.5%, closing at a record high.
Read MoreThe global economy is rebounding very strongly in 2021, led by the US and likely to be followed by Europe and emerging market economies. Perpetual’s Michael O’Dea discusses his firm’s market outlook.
Read MoreAs the reporting season winds down, here are snippets from the results announced yesterday by shopping mall owner-operator Scentre Group and online retailer Kogan.com.
Read MoreStrong results and increased dividends from SEEK, Ansell and Monadelphous weren’t enough to satisfy the market, with each company’s shares falling in Tuesday’s ASX session.
Read MoreLike many other ESG issues, tax also tells you a lot about management quality and about how the senior leadership sees the world. Ted Franks from Pengana Capital explains why.
Read MoreAs the reporting season winds down, here are snippets from the results announced yesterday by Kerry Stokes-controlled Boral Limited and fuel supplier Viva Energy Group.
Read MoreThe Australian sharemarket edged higher for a second day, with an unconvincing move higher of ~0.17%. Firmer commodity prices helped push heavily sold off resource stocks higher while over 30 companies released their earnings.
Read MoreMarket returns across most asset classes have been supercharged since the lows of March 2020, spurred by accommodative monetary policy, stimulatory fiscal policy and an improving global economic outlook as the COVID vaccine rollout gathers pace.
Read MoreThe extraordinary monetary and fiscal policy response to the COVID-19 crisis has been very successful in minimising the damage to the global economy, but has also had profound implications for portfolio construction.
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