Companies
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Chinese supply chain impacts from tariffs and coronavirus
Andreas Lundberg
February 26, 2020
A lot has been written in media on the current impact of the coronavirus on both the Chinese citizens and the Chinese economy. Although most of what I read is concerned with the short-term and not on the potential longer-term implications. To that extent, I wanted to relay a small snippet of information that came out of a company meeting I recently attended. continue…
by Andreas Lundberg Posted in Companies, Global markets
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The retailer capitalising on the e-commerce trend
Dominic Rose
February 25, 2020
A standout amongst small caps this earnings season to date was specialty apparel retailer, City Chic Collective (ASX:CCX), which reported 21 per cent growth in 1H20 underlying earnings before interest, taxes, depreciation, and amortization (EBITDA) to $19 million, well ahead of market expectations and triggering solid upgrades to consensus forecasts. continue…
by Dominic Rose Posted in Companies, Consumer discretionary, Stocks We Like
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Bombardier sell-off leaves them all-in
Lachlan Mackay
February 25, 2020
A duopoly is a tough market to enter at the best of times. Considering the scale, technological barriers to entry and industry know-how required, commercial aerospace may be the most expensive venture of them all. continue…
by Lachlan Mackay Posted in Airlines, Companies
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Is Baby Bunting proving the doubters wrong?
David Buckland
February 20, 2020
Contrary to popular belief, not all Aussie retailers are getting smashed by the arrival of Amazon. Take Baby Bunting (ASX:BBN) for example. The nursery retailer and one-stop baby shop just posted a solid half-year, with further growth on the horizon. continue…
by David Buckland Posted in Companies
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Investors coming out on top in M&A shakeup
Lachlan Mackay
February 17, 2020
T-Mobile and Sprint stock surged 12 per cent and 78 per cent respectively after the Wall Street Journal reported that they are expected to be given the green light on their US$26 billion merger. continue…
by Lachlan Mackay Posted in Companies, Technology & Telecommunications
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Why Infigen should profit from our decarbonising economy
Gary Rollo
February 17, 2020
As Australia continues its slow, but steady, journey to decarbonise its economy, there will no doubt be winners and losers. One of those winners could be Infigen Energy (ASX: IFN), which develops, owns and operates renewable energy generation assets. continue…
by Gary Rollo Posted in Companies, Stocks We Like
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Blackmores – an incredible ride
David Buckland
February 14, 2020
When Marcus Blackmore oversaw the float of his family’s business 35 years ago at $1.00 per share, little did he (or anyone) realise that total dividends since 1985 would have aggregated to $27.65 per share. continue…
by David Buckland Posted in Companies
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IDP shrugs off coronavirus concerns to post another cracking result
Stuart Jackson
February 13, 2020
IDP Education’s (ASX: IEL) 1H20 result was warmly welcomed by the market. And why wouldn’t it be? The result surpassed all expectations, and recent concerns about the effect of the coronavirus on company earnings were covered off. continue…
by Stuart Jackson Posted in Companies, Stocks We Like
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The Facebook juggernaut
George Hadjia
February 12, 2020
Last week Facebook (Nasdaq: FB) reported its fourth quarter 2019 earnings, capping out a solid year for the tech giant. We highlight some interesting datapoints and insights to emerge from the result and explain why we are still optimistic about the growth prospects for Facebook. continue…
by George Hadjia Posted in Companies, Stocks We Like
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Downgrades galore as we head into interim reporting season
Stuart Jackson
February 11, 2020
With many Australian companies sitting on lofty valuations, woe betide those that disappoint the market. Because, as we have already seen, investors have taken a big stick to companies that cut their earnings outlook. continue…
by Stuart Jackson Posted in Companies
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