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FNN Content / Markets / Shares / Technology / Video

Knosys (ASX:KNO) Investor Presentation

May 26, 2022 - by Finance News Network

Knosys MD John Thompson provides an overview of the company, presenting on Knosys’s product portfolio, growth strategy, geographical reach and financial highlights.

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Funds / Markets / Technology

FAANG Is Dead: A timeless lesson for equity investors

May 25, 2022May 25, 2022 - by AllianceBernstein

James Tierney and Michael Walker from AB discuss how the recent divergence of the FAANGs reminds us why fundamentals should always trump fads for long-term equity investors.

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Markets / Technology

Wall Street’s Crackle Popped by Snap

May 25, 2022 - by Glenn Dyer

The hint of a steadier tone on Wall Street was ended by another surprise from the techs when Snap revealed a weak outlook on Monday after trading ended.

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Funds / Markets / Technology

How Blockchain Can Revolutionise the Financial System

May 24, 2022May 24, 2022 - by Fidelity International

Another year, another burst of extreme crypto volatility. But, as Fidelity explains, the blockchain technology behind bitcoin and other digital assets continues to grow in importance. 

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Funds / Markets / Technology

The Perfect (Storage) Storm

May 19, 2022May 19, 2022 - by Mark Hawtin

As the fourth digital wave takes hold and data creation increases exponentially, GAM Investments’ Mark Hawtin examines the integral role storage will play in enabling Digital 4.0.

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Cryptocurrencies / Etfs / Funds / Markets / Technology

How Bitcoin Mining Works

May 17, 2022May 17, 2022 - by Etf Securities

Mining is one of the most complex components of bitcoin, but it is arguably the most important. ETF Securities provides a thorough rundown of what’s involved in the process.

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Markets / Shares / Technology

Xero Margin for Error in the Current Environment

May 12, 2022May 12, 2022 - by Glenn Dyer

Investors in software group Xero took out the axe with the long handle yesterday and gave the company’s shares a good whack after what they thought was a disappointing annual result.

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Funds / Markets / Technology

Semiconductor Shortage: is equilibrium in sight?

May 11, 2022May 11, 2022 - by GAM Investments

Two years into the semiconductor shortages, GAM Investments’ Pieran Maru examines the causes, the industries most impacted and the possible path to normalisation of supply.

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Funds / Markets / Technology

The FAANGs: Are tech sector earnings one size fits all?

May 5, 2022May 5, 2022 - by Tom Stevenson

Fidelity’s Tom Stevenson explains why he believes the FAANGs are driven by very different commercial influences and investors may not be served well by lumping them together.

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Funds / Markets / Technology / Video

Tech Talk: Software and Start-Ups

April 26, 2022April 26, 2022 - by Alphinity Investment Management

Alphinity IM Portfolio Manager Trent Masters shares his thoughts from the month and the key takeaways from the Morgan Stanley Technology, Media & Telecom conference.

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Commodities / EV Space / Lithium / Markets / Technology

Lithium Space Abuzz with Mexican Nationalisation News

April 22, 2022April 22, 2022 - by Glenn Dyer

Never a dull moment in the lithium space, and this week was no different as Mexico made the decision to nationalise its industry in the metal and Elon Musk had plenty more to say about pricing pressures.

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Markets / Technology

Tesla Calms the Farm with Record Earnings

April 21, 2022April 21, 2022 - by Glenn Dyer

Unlike 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.

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Markets / Technology

Earnings Roundup: Netflix, Tesla Kick Off US Season

April 18, 2022April 18, 2022 - by Glenn Dyer

With 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. 

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Markets / Technology

Mystery Surrounds Musk Twitter Turnaround

April 11, 2022April 11, 2022 - by Glenn Dyer

In a major about face, Elon Musk will not join the Twitter board, reversing course less than a week after becoming the company’s biggest shareholder and saying he would do so.

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Funds / Markets / Technology

Virtual Investing? Really?

April 6, 2022April 6, 2022 - by MFS Investment Management

Even as science changes things, it’s still ultimately about figuring out which companies have the commercial application and ability to monetize the science and which don’t.

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Markets / Technology

Tech Stocks Jump on Musk Twitter Foray

April 5, 2022 - by Glenn Dyer

Tesla’s Elon Musk has set a fire under tech stocks with his disclosure that he owns more than 9% of Twitter, potentially making him the biggest stakeholder in the company.

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Funds / Markets / Technology / Video

Tech Talk: An “80% Off” Sale

March 21, 2022March 21, 2022 - by Alphinity Investment Management

In the latest episode of his ‘Tech Talk’ series, Alphinity’s Trent Masters discusses some key takeaways from the month, and looks at the key trends post reporting season.

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Funds / Markets / Technology

The Amazing Hyperscalers

March 14, 2022March 14, 2022 - by Montaka Global Investments

Montaka believes the long-term winners in the AI sector are already known with a high degree of certainty but that the stock prices of these businesses are failing to adequately reflect this.

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Markets / Technology

Amazon Makes Hasty Retreat into Cyberspace

March 3, 2022March 3, 2022 - by Glenn Dyer

It’s official, Amazon can’t compete with the very bricks and mortar retailers it has been forcing to either close, change or move in different directions to escape the jaws of the online giant.

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Funds / Markets / Technology / Video

Cybersecurity and Computer Chip Shortages

March 3, 2022March 3, 2022 - by Magellan Asset Management

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.

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Funds / Markets / Technology / Video

Tech Sector Outlook and What Matters to ‘Meta’

March 2, 2022March 2, 2022 - by Magellan Asset Management

Magellan’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.

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Funds / Markets / Technology

Global Technology: Taking volatility in stride

March 2, 2022March 2, 2022 - by Janus Henderson Investors

Janus 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.

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Funds / Markets / Technology

Industry 4.0 Drives the Additive Manufacturing Revolution

February 25, 2022February 25, 2022 - by GAM Investments

As 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.

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Markets / Media / Technology

“Old” Normal Bad News for Streaming Services

February 25, 2022February 25, 2022 - by Glenn Dyer

With Covid restrictions easing, economies re-opening and consumers moving about, the boom sectors like streaming video have become less attractive to more and more investors.

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Biotechnology / Markets / Technology / Tim Boreham

Buying Opportunities Beckon Amid Biotech Bloodbath

February 23, 2022February 23, 2022 - by Tim Boreham

The sharp retreat in global biotech valuations is creating rare buying opportunities as investors flee ‘riskier’ sectors on the back of rising rates, dwindling liquidity and heightened geopolitical tensions.

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Funds / Markets / Technology / Video

Tech Talk: Valuations (finally) matter

February 22, 2022February 22, 2022 - by Alphinity Investment Management

In the latest episode of his ‘Tech Talk’ series, Alphinity’s Trent Masters discusses some key takeaways from the month, and shares his thoughts on Microsoft’s $70bn spend on games.

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Cryptocurrencies / Funds / Markets / Technology / Video

New Age Currencies vs Visa & Mastercard

February 21, 2022February 22, 2022 - by Magellan Asset Management

Magellan Portfolio Manager Elisa Di Marco takes a closer look at the proliferation of ‘new age currencies’ and assesses how both Visa and Mastercard are positioning for this strong competition. 

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ESG / Funds / Markets / Technology

Adobe: Inspiring digital creativity and sustainability

February 21, 2022February 22, 2022 - by Janus Henderson Investors

Hamish Chamberlayne from Janus Henderson discusses why he considers Adobe a good example of a company that has a positive impact on both society and the environment.

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Etfs / Funds / Markets / Technology

Megatrends Continue Supporting Semiconductors

February 17, 2022February 17, 2022 - by Etf Securities

Threatened with higher discount rates as inflation rises, investors are wondering if they should reposition their portfolios this year. ETF Securities looks at semiconductors in this context.

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Funds / Markets / Technology

The Competitive Advantage of Big Data

February 15, 2022February 15, 2022 - by GAM Investments

Harnessing the power of data is critical for companies to maintain a competitive edge in a technological age. GAM Investments’ David Goodman looks at some companies doing so.

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Funds / Markets / Technology

The Metaverse: Does it meta?

February 9, 2022February 9, 2022 - by Fidelity International

The buzz around the “metaverse” has gone into overdrive as the (virtual) reality draws closer and internet giants make big bets on its success. But is it all it’s cracked up to be?

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Etfs / Funds / Markets / Technology

FAANGs Remain the Engine Room of the Nasdaq-100

February 8, 2022February 8, 2022 - by Etf Securities

Despite a bit of a stumble so far this year, the big-tech stocks known as the FAANGs continue to dominate the broader US indices. ETF Securities breaks down the reasons why.

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Markets / Technology

Market Bares its Fangs to Techs that Disappoint

February 4, 2022February 4, 2022 - by Glenn Dyer

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).

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Funds / Markets / Technology

The Metaverse: The Next Wave of Digital Innovation?

February 3, 2022February 3, 2022 - by Mark Hawtin

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.

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Markets / Technology

Alphabet Result Spells Out a Solid Future

February 2, 2022 - by Glenn Dyer

Just as Apple did with its stellar 4th quarter results, search and video giant Alphabet (Google) has blown up the idea that tech companies have peaked as investment ideas.

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Markets / Technology

iNvestors iN Love with iMpressive Apple

January 28, 2022January 28, 2022 - by Glenn Dyer

Tesla has been great, but the award for listed company of 2021 surely goes to Apple as investors lifted its value to an unheard-of $US3 trillion on the first trading day of the New Year.

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Etfs / Funds / Markets / Technology

The Outlook for Robotics in 2022

January 28, 2022January 28, 2022 - by Etf Securities

Some investors have begun to question whether thematic ETFs still have a place in portfolios. ETF Securities explains why it believes products like their ROBO are still key strategic holdings.

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EV Space / Markets / Technology

The EV Space in 2022: To infinity and beyond

January 21, 2022January 21, 2022 - by Glenn Dyer

With so many electric vehicles set to enter the market from legacy and new auto makers, 2022 could well mark their commercial tipping-point. Let’s take a comprehensive look at the current state of play.

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Etfs / EV Space / Funds / Markets / Technology

The Top 5 Future Mobility Stocks for 2022

January 19, 2022January 19, 2022 - by Etf Securities

Global transport is changing at breakneck speed, rushing to meet the demands of global warming. ETF Securities looks at the top five stocks powering the future of mobility.

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Markets / Shares / Technology

Megaport Shares Hit on Sector Weakness, Soft Guidance

January 19, 2022January 19, 2022 - by Glenn Dyer

Investors sold off Megaport shares yesterday amid more general weakness among the techs and what investors thought was a less than convincing update for the second quarter.

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  • Bell Potter LIC Weekly: Quality Growth – Going, Going, Gone
  • S32 – Citi rates the stock as Buy
  • ALQ – Morgan Stanley rates the stock as Equal-weight
  • SLC – Morgans rates the stock as Add
  • FPH – Citi rates the stock as Buy
  • ALQ – Macquarie rates the stock as Outperform
  • NAN – Morgans rates the stock as Add

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4Q reveals more focus on profit and cash flow

• LBY’s 4Q FY22 quarterly activities update showed continued solid growth in top line metrics, albeit slowing, with GMV of NZ$203m (+26% on pcp) and income of NZ$12.1m (+23% on pcp).
• Net Transaction Margin (NTM) disappointed at -0.5%, due to further increase in credit losses from 4.0% to 4.9% of GMV. However, new fraud and credit risk management tools have seen losses recover materially with NTM back to 1.2% in March and LBY is confident of further recovery in coming months.

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    Signs MOU with Ford Company – Kachi is now sold out!

    Lake Resources (LKE. ASX) – LKE has signed two non-binding MOU’s in the space of 10 days. Ford Company (Ford) has signed an MOU for ~25,000t/year and last week Hanwa, a Japanese commodity trader signed a MOU for up to 25,000t/year. Subject to execution, this is an amazing feat as Ford and Hanwa are prepared to enter into longer-term strategic partnerships with LKE. Commercial negotiations are still ongoing but are expected, especially if Ford & Hanwa inject new equity into LKE, to further de-risk the project financing & thus ensure LKE and Kachi are fully funded.

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      Strategic Vanadium-battery growth with Titanium & Iron earnings resiliency

      TNG Ltd is an ASX-listed technology owner and developer of the world-class Mount Peake near-surface vanadiferous titanomagnetite deposit. To unlock value, TNG will concentrate ore from its central Northern Territory mine for processing through its patented TIVAN® process produce three premium quality revenue streams: hi-purity vanadium pentoxide (V2O5) for steel alloys and Vanadium Redox Flow batteries, a quality titanium pigment for paints and a premium steel input with >64%Fe iron ore fines.

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        Promising exploration and development update while SOP prices continue to rise

        Two recent gravity surveys have considerably exceeded expectations and revealed potential for extensions to the existing MRE at Lake Throssell, plus a material growth opportunity at Lake Yeo. This reinforces the potential for a multi-decade, Tier-1 SOP production hub based around Lake Throssell.

        TMG is currently completing work towards the PFS due early 2023, including drilling to start in Q3 2022, evaporation trials and permitting activities. Results from these programs will support the PFS and any future resource upgrade.

        Benchmark SOP prices have risen to ~US$940/t due to recent geopolitical developments. The Oct 2021 Scoping Study assumed a SOP price of US$550/t and contained a sensitivity analysis showing every 10% increase in price drives a +$144m increase in the project NPV of $364m. The c.70% increase above the Scoping Study thus implies a project NPV of ~$1.4bn.

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          Biopharmas Hit, but Buying Opportunities Created

          The news being reported about the performance of biotechnology has been dour, to say the least, for some time now. Those dour articles have been deserved with the iShares Biotechnology Exchange-Traded Fund down 25% and the SPDR® S&P® Biotech ETF is down 45% from their highs. However, those articles are backward-looking, and successful investors need to be looking forward.

          Recently, however, an article in Nature Reviews Drug Discovery caught our eye which we believe should point the way forward for the vast majority of Australian biotechnology investors. This article indicates that, at least, two companies, Antisense Therapeutics (ANP) and Kazia Therapeutics (KZA), are right in the sweet spot in terms of the future of drug development.

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            Biopharmas Hit, but Buying Opportunities Created

            The news being reported about the performance of biotechnology has been dour, to say the least, for some time now. Those dour articles have been deserved with the iShares Biotechnology Exchange-Traded Fund down 25% and the SPDR® S&P® Biotech ETF is down 45% from their highs. However, those articles are backward-looking, and successful investors need to be looking forward.

            Recently, however, an article in Nature Reviews Drug Discovery caught our eye which we believe should point the way forward for the vast majority of Australian biotechnology investors. This article indicates that, at least, two companies, Antisense Therapeutics (ANP) and Kazia Therapeutics (KZA), are right in the sweet spot in terms of the future of drug development.

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              Coal prices up, debt down – It’s payback time

              Strong 1H22 but the real story unfolds in 2H22.

              TerraCom made two announcements to the ASX on the 28th February – the first was their 2021 Half Year 2021 result which indicated that TER continues to report strong operating metrics as well as enjoying buoyant thermal coal markets which is allowing them to pay down debt at an accelerated pace.

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                Hitting goals – Making four material announcements

                We initiated on Magnis Energy Technologies (MNS.ASX) in December 2021 and since then, MNS has made four material announcements. Firstly; a conditional offtake contract for 600,000t of graphite concentrate from the Tanzanian Nachu Project (net 100%) was signed with Traxys, a global
                commodities merchant with annual revenue of ~US$6Bn; secondly; semi autonomous production has started at battery gigafactory iM3NY, thirdly;
                exciting Extra Fast Charge battery tests were reported and most recently, the game changing launch of the Lithium Slim Energy Reserve battery platform, which supports C4V’s growing EFC capability.

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                  Increasing our Target

                  Despite the lower realised oil and gas price, which fell by 5.4% and 19.7% respectively in August, Calima managed to show improvement in its key business metrics.

                  We expect higher production in November due to the contribution by the new Thorsby wells which will be drilled in August/September which will see Calima meet its 2021 production guidance of 4,500 boe/d.

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                    Emerging Financial Wealth Advisory Group

                    WT Financial Group Limited (WTL) is a growing diversified financial services company, founded in 2010 and listed on the Australian Stock Exchange (ASX) in 2015. Its advice and product offerings are delivered primarily through a group of independent financial advisers operating as authorised representatives of WTL under its Wealth Today Pty Ltd (Wealth Today) and Sentry Group Pty Ltd (Sentry Group) dealer group operations. It has around 275 advisers across more than 200 financial advice practices Australia-wide. It also operates a direct-to-consumer operation under its Spring Financial Group brand.

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                      Immutep Taking the Fight to Cancer

                      In May 2021, Corporate Connect analyst Marc Sinatra published a comprehensive research report on ASX-listed biotech Immutep Ltd (ASX: IMM). So impressed was he with IMM that Corporate Connect felt it imperative that a follow-up report be released placing a valuation on the company, because the market was not seeing the vast potential of eftilagimod alpha (efti).

                      This follow-up report has been released today. Using comparables, after adding cash back to their EV estimate and dividing by the total number of issued shares, Corporate Connect now places the fair value of an Immutep share at $A2.20.

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                        Phillips 66 to acquire 16% in NVX – 12-month target price rises 7% through project de-risking

                        Phillips 66 (PSX) has entered into an agreement with NVX to acquire 77.9m new shares for US$150m (A$203m). PSX is the worlds largest producer of speciality petroleum coke a precursor for battery grade synthetic graphite anode materials found with an Enterprise Value of US$47.5Bn and assets of US$57Bn.

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                          Market leading lifelong learning platform technology company in Australia and SE Asia

                          PayGroup (PYG) delivers multi-country BPO services and cloud SaaS HCM solutions, assisting companies to manage employees in multiple, complex jurisdictions. The company has many growth opportunities, including new clients, new jurisdictions, new products, partner expansion, and new revenue sources. PYG’s scalable business model allows operating leverage and with savings from in-housing third party technology, support margin expansion.

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                            Market leading lifelong learning platform technology company in Australia and SE Asia

                            OpenLearning (OLL) is a higher education technology company that operates a scalable online learning platform through a software-as-a-service (SaaS) business model and provides a global marketplace of high quality courses for learners of all levels. Its primary customers are education providers based in Australia and South-East Asia (primarily Malaysia). OLL started operations in Australia in 2012 and expanded to Malaysia in 2015, Singapore in 2018, and recently also Indonesia.

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