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Is there strong growth ahead for Emerging Markets?
David Buckland
February 10, 2021
The impact from COVID-19 on Emerging Markets has, in many ways, been even more severe than the developed world. Many middle and low income countries have struggled to contain the outbreak, let alone report the infections and deaths with any degree of accuracy. Medical resources, which in most cases are in limited supply, have been stretched. Government ordered lockdowns have crippled livelihoods where few safety nets exist. Continue…
by David Buckland Posted in Emerging Markets, Market commentary.
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Cashrewards – the next category killer
Gary Rollo
February 10, 2021
In this second interview, Gary Rollo and Bernard Wilson Chief Executive Officer of Cashrewards discuss the unit economics and the growth strategy post the company’s IPO. Continue…
by Gary Rollo Posted in Companies, Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights.
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Why I don’t think we’re headed for a correction
Roger Montgomery
February 9, 2021
Over the last few months, increased risk-taking by investors has led to ballooning prices for loss-making businesses, IPOs in unprofitable firms, and speculative ‘assets’ like cryptocurrency. This is usually a signal that the market is too hot, and is due for a correction. Is the market at risk of an imminent collapse? Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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RBA lays out welcome mat for Takeover Mania! Who might be next?
Roger Montgomery
February 9, 2021
There are few who question that post-COVID fiscal support is necessary by governments to avoid a depression. Government spending is of course debt funded and borrowing occurs through the issue of Bonds. Large deficits, such as those seen after the pandemic commenced ensure a steady supply of government bonds. And without central bank buying of these bonds, bond yields would rise. Continue…
by Roger Montgomery Posted in Companies.
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February 2021 Reporting Season
Joseph Kim
February 8, 2021
We enter the February 2021 reporting season with a materially different backdrop to the one faced by investors in August 2020. Expectations have been rebased significantly upwards – along with share prices – suggesting a more even risk-reward skew for share price direction in terms of upside/downside due to earnings surprises. Continue…
by Joseph Kim Posted in Companies, Editor's Pick.
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Good reasons for Tabcorp to sell its Wagering & Media division
Stuart Jackson
February 8, 2021
Australian gaming giant, Tabcorp Holdings (ASX:TAH) has received unsolicited, confidential, non-binding and highly conditional proposals to buy its Wagering & Media division. I think a demerger makes sense for Tabcorp, and its investors, as it would leave the company as a leaner, almost pure play lotteries business. Continue…
by Stuart Jackson Posted in Companies.
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Bingo catches a bid. Who could be next?
Dominic Rose
February 5, 2021
Bingo Industries (ASX:BIN) confirmed in late January that it has received an unsolicited, indicative takeover proposal from a consortium led by private equity firm, CPE Capital (formerly known as CHAMP Private Equity), and including a Macquarie Infrastructure Fund (Macquarie Infrastructure & Real Assets, MIRA). Continue…
by Dominic Rose Posted in Companies.
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What to make of the Gamestop short squeeze?
Tim Kelley
February 5, 2021
The developments in recent weeks in relation to trading in Gamestop, a US-listed mall-based retailer of video games, have been fascinating for a whole host of reasons. Not the least of these has been how poorly-understood the whole episode has been. Continue…
by Tim Kelley Posted in Companies.
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