Companies
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Eclipx Group Limited comes clean
David Buckland
June 1, 2019
In releasing their half-yearly results for the six months to March 2019, the Eclipx Group (ASX: ECX) management has come clean. After spending a combined $246 million on the Right2Drive and GraysOnline acquisitions in May 2016 and August 2017, respectively, they have now been written down by $118 million. continue…
by David Buckland Posted in Companies.
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Why we’re not trumpeting Jumbo Interactive right now
Roger Montgomery
May 31, 2019
Jumbo Interactive (ASX:JIN) is a wonderful business that we’ve liked for a long time. But with its share price doubling over the past six months to an all-time high, is it wise for would-be buyers to step aside for now? continue…
by Roger Montgomery Posted in Companies.
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Is margin pressure an ongoing issue for the health insurance industry?
Stuart Jackson
May 29, 2019
The market has viewed the private health insurers as one of the biggest winners from this month’s Federal Election. This is due to the market having factored in the likely impact of Labor’s stated policy of limiting average policy premium increases to 2 per cent on 1 April 2020 and 2021. With this risk having been removed from the outlook, the share prices of Medibank Private (ASX:MPL) and NIB (ASX:NHF) have increased around 14 per cent since the election. continue…
by Stuart Jackson Posted in Companies, Health Care, Insurance.
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What ‘appens next to the APX share price
Roger Montgomery
May 28, 2019
Appen (ASX:APX) is one of Australia’s high-flying tech stocks – which collectively go under the WAAAX acronym. Its share price has almost tripled over the past year as many investors ride the Oz tech story. But to my mind, the company’s valuation looks extremely stretched.
continue…by Roger Montgomery Posted in Companies, Editor's Pick.
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Rejecting the Reject Shop (or Not?)
David Buckland
May 24, 2019
In the three months since releasing its interim report for the six months to December 2018, The Reject Shop (ASX: TRS) has lost three of its seven Directors, including its Managing Director Ross Sudano. continue…
by David Buckland Posted in Companies, Consumer discretionary.
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The biggest winners from the Federal Election
Stuart Jackson
May 23, 2019
The ASX All Ordinaries index jumped to an 11-year high immediately after the Coalition won the recent Federal Election. It was boosted in particular by share price spikes in the big banks and health insurers. Whether these gains are sustainable remains to be seen. continue…
by Stuart Jackson Posted in Companies, Market commentary.
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Is Lynas an unlikely winner from a protracted trade war?
Joseph Kim
May 22, 2019
After initially bursting on to fund managers’ radars in early 2010 with a spike in prices, rare-earths producer Lynas (ASX:LYC) has been trading in relative obscurity for most of the decade as the company battled a myriad of issues that impacted its share price – including lower rare-earth prices, higher capital costs, regulatory uncertainty, balance sheet stress, slower than expected production ramp-up and significant board and management upheaval. continue…
by Joseph Kim Posted in Companies.
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Beware: Watch for falling WAAAX!
Roger Montgomery
May 21, 2019
Do Australia’s rocketing tech stocks – particularly the so-called WAAAX stocks Wisetech, Afterpay, Altium, Appen and Xero – deserve their lofty premiums? The market certainly thinks so. But I’m not so sure. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Three key themes from the banks’ results
Stuart Jackson
May 17, 2019
Australia’s four major banks have now reported their interim results. Common to all of them were three key themes, which are presenting both challenges and opportunities. continue…
by Stuart Jackson Posted in Companies, Financial Services.
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Why Smart Group keeps outperforming Eclipx
David Buckland
May 15, 2019
The contrasting fortunes of fleet management businesses, Smart Group and Eclipx, highlight yet again the importance of making good corporate acquisitions. continue…
by David Buckland Posted in Companies.
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