articles by Andreas Lundberg
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Another stellar performance from Codan
Andreas Lundberg
December 17, 2020
Codan is a rare company with a clear market leading position in its niche and is producing very attractive returns and growth rates with sales growth of 28 per cent and profit growth of 40 per cent in FY20. In an update to market, Codan advised demand has been strong for its metal detectors, in both recreational and mining markets. Continue…
by Andreas Lundberg Posted in Companies, Stocks We Like.
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How to reduce the interest rate on your mortgage
Andreas Lundberg
December 9, 2020
A new report by the Australian Competition and Consumer Commission (ACCC) has found that, as a whole, Australians are paying too much interest on their mortgages. How much too much? Well, according to a conservative estimate, as a nation we are likely paying at least $10 billion per year more than we need to. Thankfully, there are steps to take to get a better rate. Continue…
by Andreas Lundberg Posted in Property.
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Have travel restrictions impacted Atlas Arteria’s value?
Andreas Lundberg
December 3, 2020
In this week’s video insight Andreas discusses Atlas Arteria’s major asset, the 31 per cent stake in APRR, a 2300 km motorway network in France. Coronavirus travel restrictions have seen Atlas Arteria’s first-half revenues decline 25 per cent. But is the worst over? Continue…
by Andreas Lundberg Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
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Why our dependence on backpacker labour may need to change
Andreas Lundberg
November 13, 2020
For several months now, many Australian farmers have been complaining they can’t get enough workers to pick their fruit and vegetables. The problem: Australia’s international border closure has cut off their usual supply of cheap overseas labour. Is this just a short-term issue, or a sign of bigger problems facing the rural sector? Continue…
by Andreas Lundberg Posted in Companies.
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Could the NBN be leapfrogged by 5G?
Andreas Lundberg
November 4, 2020
The rollout of Australia’s National Broadband Network (NBN) has copped plenty of criticism, and some of it’s probably justified. For a start, it’s neither particularly cheap nor fast – being ranked 61 in the world for average download speed, just behind Vietnam. Which leaves it vulnerable to being displaced by the new kid on the block: 5G. Continue…
by Andreas Lundberg Posted in Editor's Pick, Technology & Telecommunications.
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Cuts to COVID-19 relief will show us how bad things really are
Andreas Lundberg
October 23, 2020
Over the next few months we’ll see cuts to COVID-19 relief. These cuts will adversely impact the ability of many households and businesses to repay their loans. But just how many remains to be seen. The banks – and their shareholders – will be hoping for the best, and keeping their fingers crossed. Continue…
by Andreas Lundberg Posted in Market commentary.
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CBD vacancy rates are ballooning
Andreas Lundberg
October 15, 2020
Jones Lang Lasalle (JLL ), one of the world’s largest commercial real estate services companies recently compiled data on CBD office vacancy rates across the major Australian capitals. So, are we seeing the end of the CBD? Continue…
by Andreas Lundberg Posted in Property.
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What was the point of the Banking Royal Commission?
Andreas Lundberg
September 29, 2020
Just last week, the Federal Government decided to loosen lending requirements for Australian banks – a move that’s completely at odds with the recommendations of the Commissioner, Kenneth Haynes. Sure, investors seemed to like the decision, pushing bank stocks higher. But will this all end badly, once again? Continue…
by Andreas Lundberg Posted in Editor's Pick, Financial Services.
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Why landlords are feeling the pinch
Andreas Lundberg
September 22, 2020
The COVID-19 restrictions have certainly altered the balance of power in the housing rental market – particularly in Sydney and Melbourne. New data shows that increased supply and decreased demand have shifted power to the renters, who are finding it far easier to negotiate a new lease on better terms. Continue…
by Andreas Lundberg Posted in Property.
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What the Age of Disorder means for investors
Andreas Lundberg
September 16, 2020
As you’ve no doubt noticed, the news these days is awash with reports of social unrest across the world. It’s prompted Deutsche Bank’s global strategists to argue that we’ve entered the Age of Disorder. They point to six major trends that, together, support their thesis – and which could have a big impact on equity returns in coming years. Continue…
by Andreas Lundberg Posted in Market commentary.
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