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Cuts to COVID-19 relief will show us how bad things really are
Andreas Lundberg
October 23, 2020
Over the next few months we’ll see cuts to COVID-19 relief. These cuts will adversely impact the ability of many households and businesses to repay their loans. But just how many remains to be seen. The banks – and their shareholders – will be hoping for the best, and keeping their fingers crossed. Continue…
by Andreas Lundberg Posted in Market commentary.
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Sydney Airport is still in a holding pattern
Roger Montgomery
October 23, 2020
Sydney Airport Holdings (ASX:SYD) has just provided a trading update for September. Given Australia’s closed borders, the historically low passengers numbers were hardly surprising. Continue…
by Roger Montgomery Posted in Airlines, Companies.
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Why nobody cares about value anymore
Roger Montgomery
October 22, 2020
What do a US truck electrification business and an Aussie online beauty retailer have in common? Answer: Skyrocketing valuations based on the prospect – or hope – of rapid growth. But if these valuations are hard to justify, why do so many investors not seem to care? Continue…
by Roger Montgomery Posted in Companies.
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Is bitcoin delivering on its promise?
Tim Kelley
October 22, 2020
2017 saw an extraordinary surge in the price of a Bitcoin. After beginning the year at around $1,000, the world’s first cryptocurrency reached prices of close to $20,000 in late 2017, before quickly dropping below $10,000 in early 2018 and below $5,000 by the end of 2018. Continue…
by Tim Kelley Posted in Foreign Currency.
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Bapcor remains a great play on domestic tourism
Dominic Rose
October 21, 2020
Bapcor (ASX:BAP) – Australia’s leading aftermarket auto parts distributor – has enjoyed very strong trading conditions since mobility restrictions have eased, and its share price has rallied accordingly. BAP has both growth and defensive qualities and remains a great way to play the domestic tourism thematic which could prove stronger for longer. And the balance sheet is now primed for acquisitions, further enhancing the growth potential of the company.
Continue…by Dominic Rose Posted in Companies, Stocks We Like.
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Can the big four banks continue recovering their lost ground?
Stuart Jackson
October 21, 2020
In this week’s video insight Stuart identifies why the big four banks have recently recovered some of their lost ground. Although to maintain this momentum, they will need to show signs of diminishing risk and even improved performance in the latter part of FY20. We will be tracking loan book growth, net interest margin and outlook, credit quality and provisioning and capital. Continue…
by Stuart Jackson Posted in Video Insights.
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Why cruise lines could be worth buying again
Roger Montgomery
October 21, 2020
When the COVID-19 crisis began, cruise lines were one of the first industries to be sold off. But how times change as in the northern hemisphere passenger numbers and bookings are picking up again. With the share prices of the listed cruise lines still in the doldrums, is it time for investors to get back on board? Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Southern Highlands of NSW and electric vehicle manufacturing
David Buckland
October 20, 2020
Chairman of the Eastern Suburbs District Rugby League Football Club (colloquially known as the Sydney Roosters), Nick Politis, has joined other transport investors in the proposed $700 million electric vehicle manufacturing hub planned for Moss Vale, 130 kilometres south-west of Sydney. Continue…
by David Buckland Posted in Manufacturing.
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