Companies
-
Our thoughts on the Ant Group IPO – Part II
Daniel Wu
October 26, 2020
In Part I, we provided a high-level overview of Ant Group’s businesses – a collection of connected payment and fintech platforms that form an enviable closed-loop consumer ecosystem. In Part II, we will highlight what we believe are the key considerations for potential investors in Ant Group. continue…
by Daniel Wu Posted in Companies
- save this article
- POSTED IN Companies
-
Sydney Airport is still in a holding pattern
Roger Montgomery
October 23, 2020
Sydney Airport Holdings (ASX:SYD) has just provided a trading update for September. Given Australia’s closed borders, the historically low passengers numbers were hardly surprising. continue…
by Roger Montgomery Posted in Airlines, Companies
- save this article
- POSTED IN Airlines, Companies
-
Why nobody cares about value anymore
Roger Montgomery
October 22, 2020
What do a US truck electrification business and an Aussie online beauty retailer have in common? Answer: Skyrocketing valuations based on the prospect – or hope – of rapid growth. But if these valuations are hard to justify, why do so many investors not seem to care? continue…
by Roger Montgomery Posted in Companies
- save this article
- POSTED IN Companies
-
Bapcor remains a great play on domestic tourism
Dominic Rose
October 21, 2020
Bapcor (ASX:BAP) – Australia’s leading aftermarket auto parts distributor – has enjoyed very strong trading conditions since mobility restrictions have eased, and its share price has rallied accordingly. BAP has both growth and defensive qualities and remains a great way to play the domestic tourism thematic which could prove stronger for longer. And the balance sheet is now primed for acquisitions, further enhancing the growth potential of the company.
continue…by Dominic Rose Posted in Companies, Stocks We Like
- save this article
- POSTED IN Companies, Stocks We Like
-
Why cruise lines could be worth buying again
Roger Montgomery
October 21, 2020
When the COVID-19 crisis began, cruise lines were one of the first industries to be sold off. But how times change as in the northern hemisphere passenger numbers and bookings are picking up again. With the share prices of the listed cruise lines still in the doldrums, is it time for investors to get back on board? continue…
by Roger Montgomery Posted in Companies
- 2 Comments
- save this article
- POSTED IN Companies
-
-
Google’s Galactic Universe of Game Changers (Part II)
Amit Nath
October 20, 2020
In Part I of this series we explored our observation that Alphabet consistently gives away its infrastructure for free in order to attract users/developers/partners to its platform, where it extracts rents in parallel to often offering its own competing products. We discussed online digital advertising, the Android operating system and cloud computing in Part I, and today we will extend this perspective to TV advertising, autonomous driving (Waymo), eCommerce and home automation. continue…
by Amit Nath Posted in Companies, Stocks We Like
- 2 Comments
- save this article
- POSTED IN Companies, Stocks We Like
-
10-bagger at 10-times the price
Christopher Demasi
October 19, 2020
I was recently asked about the lofty valuations of technology companies, and if the sector was overvalued because the ratio of stock prices to earnings seems to be high. While I think there are almost certainly a lot of overvalued stocks of technology companies today, blunt valuation tools risk missing truly amazing opportunities to compound for long periods of time. continue…
by Christopher Demasi Posted in Companies, Stocks We Like
- save this article
- POSTED IN Companies, Stocks We Like
-
Will Iluka Resources spin off Deterra?
Joseph Kim
October 14, 2020
Last year I wrote about the possibility of a spin off of Iluka Resources’ MAC royalty, and how much this asset could be worth as a standalone entity. It appears we will find out the market’s assessment of the value of the royalty – to be known as Deterra Royalties (DRR AU) – in as little as two weeks, with the Extraordinary General Meeting to vote on the proposed de-merger occurring on Friday 16 October. continue…
by Joseph Kim Posted in Companies
- save this article
- POSTED IN Companies
-
Why yield investors should take a look at Centuria
Stuart Jackson
October 13, 2020
If you’re looking for a robust income stock, Centuria Capital Group (ASX:CNI) is worth considering. Centuria owns a suite of assets focused on property and investment bonds, and pays an annual yield of around 4.3 per cent. Making this business even more appealing, is a share price that keeps heading in the right direction. continue…
by Stuart Jackson Posted in Companies, Stocks We Like
- save this article
- POSTED IN Companies, Stocks We Like
-
Google’s galactic universe of game changers (Part I)
Amit Nath
October 12, 2020
Google was renamed Alphabet in 2015, with co-founder Larry Page eloquently articulating why one of the most recognised brands in the world (Google) adopted a word more commonly associated with Sesame Street (Alphabet). continue…
by Amit Nath Posted in Companies, Stocks We Like
- save this article
- POSTED IN Companies, Stocks We Like
