articles by Andreas Lundberg
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Chinese property woes point to more pain for our market
Andreas Lundberg
July 25, 2022
News about the Chinese construction sector keeps getting worse. That’s a major issue for our iron ore miners as Chinese property construction accounts for around one quarter of all seaborn iron ore demand. As our three biggest iron ore producers – BHP, Rio and Fortescue – make up a big chunk of the ASX200, I foresee darker days not just for these companies, but for the performance of the entire bourse. Continue…
by Andreas Lundberg Posted in Energy / Resources.
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Spark deals shows infrastructure is still in high demand
Andreas Lundberg
July 18, 2022
If you’re looking for a solid investment with stable and predictable cashflows, you could do worse than explore listed infrastructure assets. This conclusion was hammered home to me yet again by the news that Spark New Zealand (SPK:ASX) is selling 70 per cent of its passive tower infrastructure company for a pretty tidy sum. The deal follows other recent asset sales, and shows the continued appetite by investors for these assets. Continue…
by Andreas Lundberg Posted in Companies, Stocks We Like.
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What if interest rates don’t go as high as the market is predicting?
Andreas Lundberg
June 27, 2022
With many market watchers expecting the Reserve Bank of Australia (RBA) to keep raising interest rates, high growth companies with no current earnings, but with potential for strong growth, have been heavily sold off. But, due to the economic impact, I’m not so sure the RBA will raise interest rates by as much as predicted. And if I’m correct, investors will be able to pick up (some of) these high growth companies at more favourable prices. Continue…
by Andreas Lundberg Posted in Editor's Pick, Market commentary.
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Mr Bowen, please trigger the ADGSM now!
Andreas Lundberg
June 2, 2022
Australia’s energy crisis is going from bad to worse: gas prices are soaring, and some energy retailers are going to the wall. I call on the new government to immediately trigger the Australian Domestic Gas Security Mechanism (ADGSM) to make LNG exporters sell into the domestic market and cut gas prices to an acceptable level. As I see it, there is no time to wait. Continue…
by Andreas Lundberg Posted in Energy / Resources.
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With oil & gas companies paying no tax, is it time to trigger the ADGSM?
Andreas Lundberg
May 26, 2022
For some years, there have been loud complaints that the Federal government has failed to deliver an effective energy policy that provides affordable, reliable and low-emissions electricity. This policy failure has resulted in soaring domestic energy prices. To make matters worse, oil and gas companies are paying close to zero tax. To my mind, it’s time for the new government to trigger the Australian Domestic Gas Security Mechanism. Continue…
by Andreas Lundberg Posted in Companies, Energy / Resources.
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A bad policy proposal
Andreas Lundberg
May 18, 2022
It is closing in on the election date and we are seeing some stupid proposals coming as politicians are worried over getting re-elected/elected. The LNP’s proposal for first home buyers to access their superannuation balances for a deposit for their first home purchase is one I am highlighting. I consider this a thoroughly bad proposal from an overall society point of view for several reasons. Continue…
by Andreas Lundberg Posted in Property.
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Are Australians becoming more honest in their loan applications?
Andreas Lundberg
May 9, 2022
In this week’s video insight Andreas looks at how honest people are when filling in their mortgage applications. The portion of people who say their applications contained some misrepresentation declined from last year’s level of 41 per cent but remains high at 37 per cent. All major four banks, apart from ANZ, also saw a decline in misrepresented applications.
by Andreas Lundberg Posted in Financial Services, Video Insights.
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What to make of KKR’s bid for Ramsay Health Care
Andreas Lundberg
April 21, 2022
As you’ve probably read in the press, a consortium led by US-based investment behemoth, KKR & Co, has just lobbed a $20 billion bid for Ramsay Health Care (ASX:RHC), Australia’s dominant private hospital business. This values each RHC share at an all-time high of $88, well above the previous day’s close of around $64. So it’s potentially good news for RHC investors – including The Montgomery Fund. But what are the chances of the deal going through? Continue…
by Andreas Lundberg Posted in Companies, Editor's Pick, Stocks We Like.
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Shipping firms profit from the supply chain crisis
Andreas Lundberg
April 6, 2022
The global supply chain crisis caused by COVID-19 has significantly increased the cost and time it takes to ship goods. This has been bad news for some businesses – particularly those that find it difficult to pass on rising costs. But the crisis hasn’t been bad for everyone. For the world’s major container shipping companies and freight forwarders, it’s meant rising profits and soaring share prices. Continue…
by Andreas Lundberg Posted in Companies, Consumer discretionary.
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More Chinese property woes spell bad news for iron ore miners
Andreas Lundberg
March 29, 2022
Two recent news items on the problems besetting China’s Evergrande Group tell me that things are going from bad to worse for China’s second largest property developer. And Evergrande’s woes are not an isolated case – signs of distress are starting to emerge at other Chinese developers too. And that’s bad news for our iron ore miners, as property construction accounts for about 42 per cent of Chinese steel demand. Continue…
by Andreas Lundberg Posted in Global markets, Property.
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