Companies
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China Rongsheng Heavy Industries is in serious financial trouble
David Buckland
July 10, 2013
China Ronsheng Heavy Industries, the biggest Chinese-based shipbuilder outside the State’s control, represents everything that is good and bad in that country. continue…
by David Buckland Posted in Companies, Insightful Insights.
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Sunny prospects for iSelect.com.au?
Russell Muldoon
June 13, 2013
On 24 June, under the ASX code ISU, the IPO (Initial Public Offering) of iSelect.com.au is scheduled to occur. In what is being touted as one of the ‘hottest’ floats of the year, the business is seeking $215 million in new funds through the issuance of 116 million new shares. continue…
by Russell Muldoon Posted in Companies.
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Mining the downgrades
David Buckland
June 12, 2013
Yesterday, NRW Holdings Limited (ASX:NWH) joined a long list of resource and mining service companies materially downgrading their outlooks with the release of a “FY13 Guidance Update”. continue…
by David Buckland Posted in Companies, Insightful Insights.
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Downgrading!
Roger Montgomery
June 6, 2013
According to one of our brokers, 127 companies have thus far announced downgrades for FY13. Throw Cochlear into the mix and that’s 128. continue…
by Roger Montgomery Posted in Companies, Insightful Insights.
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A look at Fleetwood
Ben MacNevin
June 5, 2013
Fleetwood is a business that specializes in building two forms of accommodation – homes with wheels (e.g. caravans), and villages for miners. As such, the company’s share price is highly exposed to the mining cycle – it increased from $2 at the start of 2003 to peak above $10 in 2007. The share price then plunged below $4 in 2008. From this trough it again surged, this time to $14 in 2011, but has since fallen back to $4. continue…
by Ben MacNevin Posted in Companies.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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Analysing developments at Cochlear
Tim Kelley
June 5, 2013
Disappointing news from Cochlear (COH) this week. Following weak 2nd half sales, the company announced that it expected FY13 NPAT to fall between $130 and $135m – a large step down from what broking analysts had expected. continue…
by Tim Kelley Posted in Companies.
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A look at Credit Corp Group Limited’s prospects
Russell Muldoon
May 27, 2013
If a picture is worth a thousand words, we thought that after a recent meeting with Credit Corp Group Limited’s (CCP) management, a timetable would be helpful in showing how we currently anticipate the next few years playing out for the company. continue…
by Russell Muldoon Posted in Companies, Insightful Insights.
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JB Hi-Fi on the up?
Ben MacNevin
May 8, 2013
Last week, within the first few minutes of sitting in a conference room listening to an update by Terry Smart, one of Australia’s smartest retailers, he announced a sales and profit upgrade. Naturally having a position in JB Hi-Fi (JBH) is pleasing.
continue…by Ben MacNevin Posted in Companies, Insightful Insights.
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Structural change?
Russell Muldoon
April 29, 2013
Even though we haven’t owned Blackmores shares, last week we read their regular quarterly update for the first nine months of 2013. We did so with some concern. At the top-line, a reported a 29% jump in revenue looks like a strong result. At the bottom-line, the 7% NPAT decline is troubling for a number of reasons.
continue…by Russell Muldoon Posted in Companies, Insightful Insights.
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Resmed – 3rd quarter results
Ben MacNevin
April 27, 2013
Resmed has just announced another record quarterly result. For those unfamiliar with Resmed, the company is a manufacturer of flow generators and masks for sufferers of Obstructed Sleep Apnea (OSA). OSA is a condition that causes the airways to temporarily close while sleeping (apnea means “without breath”).
continue…by Ben MacNevin Posted in Companies, Insightful Insights.
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