Companies
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Four months can be a long time in the share market
David Buckland
April 19, 2018
“While the outlook for Blue Sky is easy to articulate, the execution is always more challenging…Our business is well placed to meet the inevitable challenges that lie ahead” quoted the 2017 Annual Report. continue…
by David Buckland Posted in Companies, Financial Services
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Zuckerberg’s testimony reveals perilous path to regulation
Daniel Wu
April 16, 2018
On Tuesday and Wednesday last week, Facebook CEO Mark Zuckerberg testified before Congress following the Cambridge Analytica data scandal. After ten hours of questioning, it became clear that all parties involved agreed that some form of regulation over how internet companies handle private data was required. What also became clear, however, was not only the lawmakers’ lack of understanding of how internet-based data companies operate, but also their lack of a mental data protection framework which allowed Zuckerberg to escape some tough questioning. continue…
by Daniel Wu Posted in Companies
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Which high flyers will withstand the blowtorch of competition?
Roger Montgomery
April 4, 2018
Some of our high-flying concept companies are about to feel the blowtorch of increased competition. How they respond could be provide an insight into whether they are prepared for the new competitive landscape – or if they can do anything about it. continue…
by Roger Montgomery Posted in Companies
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Google treads on Amazon’s turf
Daniel Wu
April 3, 2018
Amidst last month’s furore over Cambridge Analytica and Facebook’s data practices, Google quietly announced the launch of Shopping Actions, a unified shopping platform across Google’s digital properties. continue…
by Daniel Wu Posted in Companies
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51job pulls the pricing lever
George Hadjia
March 29, 2018
One of the surest signs of business quality is pricing power: the ability to raise prices without a commensurate reduction in demand. In its latest earnings result, 51job (Nasdaq: JOBS) confirmed that it had enacted material price increases on a number of job ad products. The market took notice, with the stock up more than 35 percent since the result was announced. continue…
by George Hadjia Posted in Companies, Stocks We Like
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The tectonic shift for Facebook
David Buckland
March 26, 2018
Last Friday, I attended a conference call with Dr R David Edelman, Former Special Assistant to President Obama for Economic and Technology Policy, National Economic Council (NEC), where he discussed the tectonic shift in terms of the headwinds facing Facebook, and to a lesser degree the US Technology Sector. continue…
by David Buckland Posted in Companies
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Myer comes clean and announces $0.5b of significant items
David Buckland
March 22, 2018
In the six months to January 2018 Myer’s total revenue declined 3.6 per cent to $1.72 billion. Operating Gross Profit declined 5.5 per cent to $645 million and margin came down 0.73 per cent to 37.5 per cent (and down from 41.5 per cent in Fiscal 2013). Normalised net profit fell 36 per cent to $40 million or EPS of 4.9 cents. The interim dividend was cut from 3 cents to nil. continue…
by David Buckland Posted in Companies
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Is the Coles demerger a good idea?
Tim Kelley
March 22, 2018
Recently, Wesfarmers Limited (ASX: WES) announced its intention to demerge the Coles business into a separate ASX-listed company. While WES will retain up to a 20 per cent stake in Coles, the demerger effectively splits the company into two separate entities, with WES owning Bunnings, Kmart, Target, and Officeworks, as well as WES’ Industrials and “Other” divisions.
continue…by Tim Kelley Posted in Companies
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Facebook and the power of social data
Daniel Wu
March 21, 2018
Over the weekend, The New York Times and The Observer of London published an exposé on Cambridge Analytica’s use of over 50 million illegally obtained Facebook profiles to build out a psychographic platform for targeting American voters and influencing their behaviour during the 2016 Presidential Election. continue…
by Daniel Wu Posted in Companies
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Nine’s profitable entertainment
Andrew Macken
March 19, 2018
While Seven West Media was covering gold being won at the Olympic Games in PyeongChang in recent weeks, it was rival Nine Entertainment (ASX:NEC) that won gold during the Australian earnings season. continue…
by Andrew Macken Posted in Companies
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