Companies

Roger joined Philip Muscatello on Shares for Beginners Weekend Watchlist to discuss Macquarie Telecom (ASX:MAQ) which is part of a global megatrend – data centres and the cloud. Global research and advisory firm Gartner estimates in 2022 there will be an estimated $1.3 trillion in IT spend that will be affected by the shift to the cloud and this figure is expected to grow in the low double digits for years to come. continue…

by Roger Montgomery Posted in Companies, Editor's Pick, Podcast Channel, Stocks We Like.

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Another reporting season has come and gone.  In all, 345 ASX listed businesses reported their FY21 results, which kept market analysts busy assessing the ‘beats’ and ‘misses’, earnings revisions, macro trends and warning signals.  Here are the chief take-outs from the analysts at investment banks Macquarie and JP Morgan.
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by Joseph Kim Posted in Companies, Stocks We Like.

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Macquarie Telecom (ASX:MAQ) is a data centre owner/operator with facilities in Sydney’s CBD, Macquarie Park in Sydney’s north, and Canberra. MAQ’s cloud services generated 46 per cent of the company’s revenues in FY21, while telecom services, in which it competes with Telstra, Optus, TPG and Vocus, and includes data, voice, mobile and colocation generated 47 per cent of revenues. The remaining revenue (6- 7 per cent) comes from data centre services for wholesale customers.

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by Roger Montgomery Posted in Companies, Stocks We Like.

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In this week’s video insight David interviews portfolio manager of the Montgomery Small Companies Fund Dominic Rose to discuss two high growth Australian retailers with significant global expansion strategies. City Chic (ASX: CCX) and Lovisa (ASX:LOV) make up around 5 per cent of the Montgomery Small Companies Fund portfolio and Dominic identifies why their key prospects are looking better as key markets including the US and UK open back up post COVID-19 lockdowns. continue…

by David Buckland Posted in Companies, Consumer discretionary, Editor's Pick, Stocks We Like, Video Insights.

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FY21 was a great year for companies in the automotive industry. With overseas travel ruled out, we took to the roads. And recent results announcements from Motorcycle Holdings and Apollo Tourism & Leisure indicate that the good times could continue into 2022, even though Peter Warren Automotive is less optimistic. continue…

by Roger Montgomery Posted in Companies.

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Strong investor sentiment and positive macroeconomic conditions saw the volume of initial public offerings (IPOs) rise to 61 in the first half of 2021. One of those listings was small-cap Trajan Group, who raised $90 million in June at $1.70 per share. continue…

by David Buckland Posted in Companies, Editor's Pick.

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The COVID-19 pandemic has dented the profits of Ramsay Health Care (ASX: RHC), Australia’s multinational healthcare provider and hospital network. The good news is that earnings are growing again across key regions as lockdowns and restrictions start to ease. And an increased final dividend signals that the company expects a better year ahead. continue…

by Andreas Lundberg Posted in Companies, Health Care, Stocks We Like.

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Mastercard (NYSE:MA) is the second largest processor of debit and credit transactions globally behind Visa. It has a market capitalisation of US$354 billion and is a top 10 holding in the Polen Capital Global Growth Fund. continue…

by Roger Montgomery Posted in Companies, Editor's Pick, Polen Capital, Stocks We Like.

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Australian jewellery chain, Lovisa, and fashion retailer, Universal Store, have just reported their FY21 results. Both businesses lived up to our expectations, particularly given the rollercoaster year just gone. It was further endorsement of our decision to include these businesses in our funds. continue…

by Roger Montgomery Posted in Companies, Consumer discretionary, Stocks We Like.

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In March 2020, during the COVID-19 sell-off, the share price of shopping mall company, Scentre Group (ASX:SCG), hit a low of $1.51. It’s been a bumpy ride since then, with more lockdowns, but the share price has recovered nicely.  And the company’s FY21 results paint a picture of a business in reasonable shape and still trading at a steep discount to the value of its net tangible assets. continue…

by Andreas Lundberg Posted in Companies, Stocks We Like.

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