Companies
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Speeding through Speedcast
Lisa Fedorenko
September 21, 2017
Earlier this year we wrote about why we liked SpeedCast (ASX: SDA). Since May, we’ve seen another acquisition and the financial results – and a lot of volatility. Let’s look at these things one at a time. continue…
by Lisa Fedorenko Posted in Companies
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Will the new iPhones finally solve Apple’s China problem?
Daniel Wu
September 20, 2017
It’s no secret that the world’s most valuable company has been facing challenges in the world’s most lucrative smartphone market. Sales in Greater China, which helped drive Apple’s phenomenal sales growth in 2015, have been a drag on top line performance for the last six quarters. The big question now is whether the new iPhone 8, and particularly the new iPhone X, can turn around Apple’s fortunes in China. continue…
by Daniel Wu Posted in Companies
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Austal is a great story, but we are giving it a wide berth
Andreas Lundberg
September 15, 2017
Despite the impending closure of the Australian automotive manufacturing industry, not all is doom and gloom for local manufacturers. Take Austal (ASX: ASB), for example. This Perth-based shipbuilder has expanded significantly since starting in 1988, and today has operations in Perth, the US and the Philippines. continue…
by Andreas Lundberg Posted in Companies
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Altium continues its rapid expansion
Scott Shuttleworth
September 8, 2017
Altium (ASX: ALU) is one of Australia’s most successful software businesses. Over the last five years, the company has grown rapidly, and its stock price has soared more than 10-fold. ALU’s FY17 result shows a business going from strength to strength. But is it a tad expensive at these prices? continue…
by Scott Shuttleworth Posted in Companies, Editor's Pick
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IEL continues to profit from the international education boom
Stuart Jackson
September 6, 2017
The education of international students is now Australia’s third largest export – just behind iron ore and coal. One high quality business that has successfully leveraged off this growing industry is IDP Education (ASX: IEL). IDP is a global leader in international student placement services. It recently reported its FY17 results that point to a robust business with good prospects. continue…
by Stuart Jackson Posted in Companies
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Is the digital excitement supported by the results?
David Buckland
September 4, 2017
There has been enormous excitement surrounding the FAANG stocks this year, with an average share price appreciation of 36 percent. continue…
by David Buckland Posted in Companies
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Medibank’s results point to a healthier future
Stuart Jackson
September 1, 2017
Medibank Private (ASX: MPL) has endured a bumpy ride since listing in 2014. But recent management comments point to a company in transition, with potential growth on the horizon. continue…
by Stuart Jackson Posted in Companies
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Great result out of CSL, so is it now a buy?
Scott Shuttleworth
August 30, 2017
We reviewed the FY17 result for CSL Limited (ASX: CSL). Below are our summarised notes which readers may find useful, including our view on CSL. continue…
by Scott Shuttleworth Posted in Companies
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Does Telstra represent good value after its fall?
Tim Kelley
August 25, 2017
Back in May, we noted that the Telstra (TLS) share price had fallen by more than 20 percent in the previous 12 months, and we asked whether good value might be on offer. At that time, we estimated the value of TLS shares to be in the region of $3.77 per share, and concluded that value was not compelling against a share price at the time of $4.42. Following its recent results announcement, TLS shares have fallen to a level close to our previous value estimate, and in a market where value generally is scarce, it makes sense to repeat the question: does TLS represent good value? continue…
by Tim Kelley Posted in Companies, Editor's Pick, Technology & Telecommunications
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Tencent – China’s Online Juggernaut
George Hadjia
August 24, 2017
Tencent is without a doubt a high growth business – in the last five years its revenue growth has been at least 30 percent in any given year, and in some years far higher. What is phenomenal is that Tencent is today an enormous business, with an almost US$400 billion market cap. Yet its revenue growth is actually accelerating. This has been much to the surprise of the analysts covering the company, with some scrambling to upgrade their target prices after the recent share price rally. We continue to believe that Tencent is one of the most powerful online technology platforms in existence. continue…
by George Hadjia Posted in Companies, Global markets
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