Insightful Insights
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The Royal Dutch Shell Garage Sale
David Buckland
January 23, 2014
A massive earnings downgrade combined with a new chief executive making his mark have seen Shell commence its garage sale – with some hard and frugal choices being made across its global empire. continue…
by David Buckland Posted in Insightful Insights.
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The Significance Of Scale
Ben MacNevin
January 22, 2014
Corporate Travel Management (ASX: CTD) has discovered a profitable niche in the Australian corporate market, and has grown its Total Transaction Value (TTV) from $316 million to $1.44 billion in five years. To continue this growth, it will need to take on the “mega” travel agencies, but is there room at the top? continue…
by Ben MacNevin Posted in Insightful Insights.
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Gaining from the declining AUD
David Buckland
January 20, 2014
The declining Australian dollar is often seen as a negative event, raising the cost of imports and overseas holidays. Over 2013, the Australian dollar fell by 14 per cent against the US dollar (US$1.04 to US$0.89), 16 percent against Sterling (GBP0.64 to GBP0.54) and unbelievably 18 per cent against the Euro (EUR0.79 to EUR0.65).by David Buckland Posted in Insightful Insights.
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Beijing’s Big Bad Banks, Part II
David Buckland
January 17, 2014
On Wednesday, we compared the performance of China’s Shanghai Composite Index with the US S&P 500 over the seven years to December 2013 (see here). China’s investment-driven, debt-fuelled strategy has seen poor performance from several listed companies, many of which are controlled by the state. And the threat of rising bad debts, particularly in the so-called shadow-banking sector, is yet to play out. continue…
by David Buckland Posted in Financial Services, Insightful Insights.
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Muted Returns
Russell Muldoon
January 16, 2014
In the early stages of 2012 – and in reaction to the challenges the Australian economy was potentially facing – the Reserve Bank of Australia adopted an aggressive easing bias towards monetary policy. What followed was a period of extremely aggressive interest rate cuts and the yield on Australia’s 10-year government bonds fell from 4.4 per cent to the historical low of 2.5 per cent just a few months later. continue…
by Russell Muldoon Posted in Insightful Insights.
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Beijing’s Big Bad Banks, Part I
David Buckland
January 15, 2014
The prevailing view of many readers is that China’s communist regime will not allow an economic crash landing. Given their record foreign exchange reserves, the government can always throw money at the problem. continue…
by David Buckland Posted in Financial Services, Insightful Insights.
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Quality, Value and Prospects
Ben MacNevin
January 13, 2014
The share market is notorious for generating noise which can cloud your investment decisions. Be it a “hot pick” you hear from a friend, or trying to decipher financial jargon, investing in equities can seem overwhelming. Yet it needn’t be. You are entirely capable of identifying companies that can outperform over the long term if you focus on three key factors. continue…
by Ben MacNevin Posted in Insightful Insights.
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Rough Seas Ahead
Ben MacNevin
January 10, 2014
Mermaid Marine (ASX: MRM) is one of Australia’s largest marine services providers. The company has performed very well in the last five years on a wave of capital expenditure into the domestic oil and gas sectors. But is this growth likely to continue?
by Ben MacNevin Posted in Companies, Insightful Insights.
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Following the gold
Tim Kelley
January 8, 2014
Today’s AFR carries an article on gold prices, and makes the point that this time last year, nearly all analysts who followed gold expected the price to rise in 2013. In contrast, gold experienced its worst year since 1981. continue…
by Tim Kelley Posted in Energy / Resources, Insightful Insights.
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The Social Media Revolution
David Buckland
January 6, 2014
We are moving forward in an age where information is shared more freely than ever before, largely, in no small part, to the rise of social media. These days, social media is about much more than connecting with old acquaintances, and the need to harness its power for business purposes is growing. continue…
by David Buckland Posted in Insightful Insights.
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