Companies
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The Unicorn has arrived
Roger Montgomery
April 8, 2019
Investors should be aware that another tech boom appears to be underway. Exuberant valuations, zero profits and knowledgeable private equity owners lining up to sell their stakes are painting a cautious picture for technology stocks. This time the boom surrounds the conga line of technology unicorns that have filed to list, or are rumoured to do so, this year. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Uniti trying to Unify
David Buckland
April 4, 2019
Since writing about Uniti Wireless (ASX:UWL) a few weeks ago, several interesting things have happened under Michael Simmons and Vaughan Bowen’s stewardship. continue…
by David Buckland Posted in Companies.
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It’s Tech Boom 3.0
Roger Montgomery
April 2, 2019
Referencing two infamous investing quotes, I watch the enthusiasm in technology stocks wondering, “is this time different”? Or should we continue to “be greedy when others are fearful and fearful when others are greedy?” continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Farewell TradeMe
Stuart Jackson
April 1, 2019
On Wednesday, New Zealand online goods trading and classifieds platform TradeMe will hold an extraordinary general meeting so that shareholders can vote on the proposed acquisition of the company by one of the private equity funds of Apax Partners for NZ$6.45 per share. continue…
by Stuart Jackson Posted in Companies, Stocks We Like.
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Wesfarmers bid for Lynas; what are they thinking?
Andreas Lundberg
March 28, 2019
On Tuesday, market watchers in Australia were collectively scratching their heads in surprise to the Wesfarmers bid for Lynas Corporation (ASX:LYC). It is well known that Wesfarmers is looking to invest capital having spun off Coles last year, but if you had asked all the fund managers and analysts in Australia to rank their potential targets, Lynas would be very unlikely to appear high on anyone’s list. continue…
by Andreas Lundberg 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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Buckle up as car sales experience a bumpy ride
Roger Montgomery
March 27, 2019
Around the world, car sales are declining. From the United States to China, car lots are suffering from increasing unsold inventory. In China, for example, automobile sales fell 13.9 per cent in November from a year earlier, the steepest such drop in more than six years, and for 2018, car sales recorded their first annual fall in two decades, declining 6 per cent. continue…
by Roger Montgomery Posted in Companies.
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One plus one rarely equals three
David Buckland
March 20, 2019
The boys and girls within merger and acquisition teams, when pitching to their clients, will often discuss synergistic benefits, claiming “one plus one equals three.” Early in November 2018, McMillan Shakespeare (ASX:MMS) bid 0.1414 per MMS plus $0.46 for each Eclipx (ASX:ECX) share. continue…
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How to value Sydney Airport
Joseph Kim
March 19, 2019
Many investors regard Sydney Airport (ASX:SYD) as a key defensive asset due to its monopoly over Australia’s main gateway, solid earnings growth and yield. But just how do you value a company like SYD? In part 4 of our analysis, we look at the valuation considerations and a key issue that could impact the future earnings.
continue…by Joseph Kim Posted in Companies.
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Reporting season highlights opportunities for value investors
Roger Montgomery
March 15, 2019
While the recent reporting season painted a mixed picture about the outlook for Australia, it also left me optimistic. Any bouts of volatility this year will provide investment managers like us with the opportunity to find value among quality businesses. Let me explain. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Has Appen acquired a Committed Leadership Team?
Roger Montgomery
March 12, 2019
ASX-Listed crowdsourced data company, Appen (ASX:APX) has just announced its intention to purchase Figure Eight for its “Leading Tech Platform.” Appen will pay US$175 million upfront, which is circa 5.7 times 2018 revenue. It will also pay up to another US$125 million in March 2020 on outperformance of incremental 2019 subscription revenue targets. continue…
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