Pronounced ‘Too-As’, Tuas Limited (ASX:TUA) is a founder-led ASX-listed company providing telecommunications services, while owning and operating a mobile network in Singapore.

Back in April, I discussed Tuas here. Back then the share price was $3.82. Yesterday, it traded just above $6.00, and I believe further upside is possible. Continue…

by Roger Montgomery Posted in Companies, Stocks We Like.

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According to multiple commentators and outlets reporting on those commentators, the equity market is now at a euphoric level – officially. Evidently, there’s a measure for euphoria produced by Callum Thomas, the founder of Topdowncharts, in Queenstown, New Zealand. Continue…

by Roger Montgomery Posted in Market commentary.

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Continue…

by Roger Montgomery Posted in Small Caps, Video Insights.

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This article was first published in The Australian on 30 March 2013.

Back in 2013, Wesfarmers (ASX:WES) chairman and head of a business council panel on the decline of value-adding and manufacturing in Australia Bob Every described Australia as a mere “quarry”. Continue…

by Roger Montgomery Posted in Economics, Editor's Pick.

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The Australian Financial Review (AFR) is reporting the Reserve Bank of Australia (RBA) has estimated that the Australian private credit market has grown to around $40 billion, or around 2.5 per cent of total business lending¹, and my friends at Tanarra Capital have predicted Australia’s market will continue to expand with attractive yields helping the asset class win share from more volatile equity markets². Continue…

by Roger Montgomery Posted in Aura Group.

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A wave of inexpensive Chinese products flooding the developing world is reportedly stirring tensions towards China and countries beyond Europe and the U.S. As Beijing seeks to forge alliances amid escalating trade disputes with the U.S., it asks developing nations to absorb its excess manufacturing output. Continue…

by Roger Montgomery Posted in Global markets.

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If you haven’t yet, read Bored apes and bananas – Part 1

Since the beginning of the year, some commentators have voiced concerns that equity valuations have become historically stretched. Thanks to the rally in technology stocks, Wall Street’s major indices have displayed historically high valuation metrics such as the cyclically adjusted price-earnings (CAPE) shiller ratio. Continue…

by Roger Montgomery Posted in Economics, Market commentary.

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In today’s dynamic financial landscape, private credit has emerged as a compelling alternative for investors seeking attractive yields with minimal volatility. But as the asset class grows, understanding the details and risk is crucial. Continue…

by Roger Montgomery Posted in Aura Group, Whitepapers.

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• POSTED IN Aura Group, Whitepapers.