Companies
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Kogan’s profit soars, but its share price still looks pricey
Roger Montgomery
August 24, 2018
Between March and July this year, the share price of Australian e-tailer, Kogan (ASX: KGN), plummeted from $9.85 to under $5.00. The share price is now rebounding on the back of an impressive profit result. So, how should value investors view this fast-growing business? continue…
by Roger Montgomery Posted in Companies.
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How REA benefits from a weakening property market
Roger Montgomery
August 22, 2018
With this weakening property market comes a decrease in auction clearance rates, credit availability and home prices. So how does REA Group (ASX:REA) benefit from this? REA’s revenues have little to do with real estate prices and everything to do with listings volume and advertising yields (pricing and mix shift). continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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Are Kogan shares now a ‘hot deal’?
Roger Montgomery
August 16, 2018
Online retailer, Kogan.com (ASX:KGN), advertises thousands of ‘hot deals’ on its website. With its share price plunging in recent months, many investors could be wondering: is KGN also going cheap? We’re about to find out. continue…
by Roger Montgomery Posted in Companies.
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JB Hi-Fi and Good Guys report
Roger Montgomery
August 13, 2018
We’re keeping a very close eye on electronics retailers like JB Hi-Fi (ASX:JBH). Not only are they exposed to any slowdown in the economy, but they are also exposed to changes in conditions for real estate & renovation demand (especially The Good Guys) as well as credit conditions. continue…
by Roger Montgomery Posted in Companies.
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Emerging Reporting Season Themes…
Roger Montgomery
August 10, 2018
Inevitably, many themes will emerge from this year’s reporting season and you can look out for more than a few here at the blog. continue…
by Roger Montgomery 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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Is the Bemis merger a good deal for Amcor shareholders?
Stuart Jackson
August 9, 2018
Amcor has just announced a merger with Bemis, a US based flexibles packaging company. The new entity will be the global leader in plastics packaging with a market cap of around US$17 billion, annual revenue of US$13 billion and earnings before interest and tax (EBIT) of US$2.2 billion. But after looking at the deal, we wonder if Amcor has paid too much. continue…
by Stuart Jackson Posted in Companies, Takeovers.
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Reporting Calendar – FY2018
Ben MacNevin
August 9, 2018
The team at Montgomery have a busy month ahead! Reporting season is upon us for Financial Year 2018, and over the coming weeks companies will provide a flood of new information for the market to pore over. continue…
by Ben MacNevin Posted in Companies.
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The market loves Afterpay, but how long will the euphoria last?
Roger Montgomery
August 1, 2018
Just 12 months ago, Australian payments company Afterpay Touch (ASX:APT) was trading at $2.95. Today its shares are almost five times higher. With its entry to the US, many investors believe there’s only blue sky ahead. But I’m not so sure. continue…
by Roger Montgomery Posted in Companies.
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Westpac takes on the wealth management upstarts
Andreas Lundberg
July 26, 2018
What happens when pesky, disruptive upstarts take on the big incumbents in an industry? More often than not, they find themselves in a battle royale over market share. And that’s just what’s happening in the wealth management industry, where Westpac is fighting back against the likes of Netwealth, HUB24 and Praemium. continue…
by Andreas Lundberg Posted in Companies, Financial Services.
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Our take on the Viva Energy IPO
Joseph Kim
July 25, 2018
Viva Energy Group (VEA) – which owns the Shell petrol station network in Australia – listed on the ASX on 13 July. It was the largest IPO since the Medibank float in 2014. On face value, the company’s metrics look appealing. So we thought we’d take a closer look to see how it stacks up against its closest rival, Caltex. continue…
by Joseph Kim Posted in Companies.
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