Companies

For obvious reasons, much of 2020 was a quiet time for ASX IPOs: the uncertainty caused by the COVID-19 pandemic made for a challenging investment environment – one that only a brave business owner would want to list into. continue…

by Tim Kelley Posted in Companies.

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In this week’s video insight Joseph discusses the recent performance of the retail sector and how reopening economies may impact retail performance. Government support drove an increase to spending on goods while services such as restaurants and travel were restricted. What will happen once government stimulus ends?

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by Joseph Kim Posted in Companies, Editor's Pick, Video Insights.

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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.

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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.

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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.
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by Dominic Rose Posted in Companies, Stocks We Like.

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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, Editor's Pick.

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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.

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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.

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In November 2019, Saracen Mineral Holdings (ASX: SAR) acquired 50 per cent of the Fimiston Open Pit, known colloquially as the Kalgoorlie Super Pit, from Barrick Resources for US$800 million. A month later Northern Star Resources (ASX: NST) bought Newmont’s 50 per cent stake for US$750 million. continue…

by David Buckland Posted in Companies, Stocks We Like.

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As you’ve no doubt noticed, Buy-Now-Pay-Later (BNPL) providers, like Afterpay and Zip, are all the rage. But do their soaring share prices reflect their real value and future earning power? Or are we just witnessing the latest incarnation of tulip mania? continue…

by Roger Montgomery Posted in Companies, Editor's Pick.

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