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Money News 13.03.2019
Roger Montgomery
March 15, 2019
In this interview on Money News, Roger discusses why house prices could have further to fall. There are three reasons pointing to a further decline, and this might impact the third biggest employer in Australia – the construction sector.
by Roger Montgomery Posted in Radio.
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Reporting season highlights opportunities for value investors
Roger Montgomery
March 15, 2019
While the recent reporting season painted a mixed picture about the outlook for Australia, it also left me optimistic. Any bouts of volatility this year will provide investment managers like us with the opportunity to find value among quality businesses. Let me explain. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Are the M2 Telecommunications team getting the band back together?
David Buckland
March 14, 2019
I believe Vaughan Bowen is one of Australia’s great telecommunications entrepreneurs. Vaughan was the founder of M2 Telecommunications, which proved exceptionally rewarding for its long-term shareholders. After floating on the ASX in October 2004 for $0.25, it proceeded to rally to $11.00 – whilst paying out an aggregate $1.23 in dividends – over the ensuing ten-and-a-half year period. Continue…
by David Buckland Posted in Technology & Telecommunications.
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BUSINESS CONDITIONS LOOK TO BE GETTING WORSE
Andreas Lundberg
March 14, 2019
NAB’s February business survey, published 12 March, paints a truly bleak picture, particularly for retailers. It shows that Australian business conditions – namely, sales and profitability – are worsening at an accelerating pace. Not surprisingly, business confidence is also on the skids. Continue…
by Andreas Lundberg Posted in Market commentary.
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Will we see a further decline in the Australian property market?
Roger Montgomery
March 13, 2019
While APRA has not yet released the data for the December 2018 quarter for housing loan approvals, we can see September 2018 showed a 56 per cent decline of interest only loans approved. With investors less active and less foreign buyers, and new buyers at 17-years lows, it seems the real decline in residential building activity is yet to materialise as we look at the correlation between building approvals and building starts.
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Keeping Tabs on Property
Roger Montgomery
March 13, 2019
Home loan declines accelerated in January, falling 2.1 per cent in the month and 20.6 per cent compared to January 2018. This is the worst year-on-year fall since the GFC and loans are now down almost 25 per cent from their peak. How does this impact the mortgage system growth for the banks? Continue…
by Roger Montgomery Posted in Property.
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The age of autonomous vehicles is closer than you think
Roger Montgomery
March 13, 2019
In a recent report by BIS Research*, the autonomous vehicle market was estimated at 6.6 million units in 2017 and is anticipated to reach 67.5 million units by 2028. This new technology will have a disruptive impact on jobs, not to mention firms linked to the auto industry, like Sydney Airport (think car parking revenues), Cabcharge, Transurban, Automotive Holdings, AP Eagers and Carsales, Bapcor, Super Retail Group and many others. Continue…
by Roger Montgomery Posted in Technology & Telecommunications.
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Has Appen acquired a Committed Leadership Team?
Roger Montgomery
March 12, 2019
ASX-Listed crowdsourced data company, Appen (ASX:APX) has just announced its intention to purchase Figure Eight for its “Leading Tech Platform.” Appen will pay US$175 million upfront, which is circa 5.7 times 2018 revenue. It will also pay up to another US$125 million in March 2020 on outperformance of incremental 2019 subscription revenue targets. Continue…
by Roger Montgomery Posted in Companies.
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