Companies
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Which way next for BINGO Industries?
Roger Montgomery
June 17, 2019
The share price of waste management business, BINGO Industries (ASX:BIN), has been on a roller-coaster ride since the company listed on the ASX in 2017. With its heavy exposure to property development, it remains to be seen which way it moves next. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Is Costa Group’s share price decline cyclical or structural?
Joseph Kim
June 12, 2019
One of the more significant de-rating stories over the past 12 months has been that of fruit and vegetable grower Costa Group (ASX:CGC), which has had to issue two earnings downgrades over this period due to a variety of weaker pricing and agricultural-related issues. continue…
by Joseph Kim Posted in Companies.
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Will a tech IPO bust drag the market down?
Roger Montgomery
June 6, 2019
Each day brings more news of another huge technology IPO, often by businesses that have never made a profit – and perhaps never will. But there are new signs that this latest tech bubble could be coming to an end. continue…
by Roger Montgomery Posted in Companies, Market commentary.
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The conga line of loss making IPOs is a worry..
Roger Montgomery
June 4, 2019
There are plenty of charts doing the rounds showing the rising percentage of companies listing in the US, that are losing money. Uber is perhaps the best recent example, which we wrote about and suggested it might be a great short selling opportunity. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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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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