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MEDIA
Are there profits from the 5G revolution?
Roger Montgomery
November 1, 2018
In this article for Cuffelinks Roger discusses fifth generation (5G) technology and the offer of radically faster 5G speeds. Nearly 80 per cent of the estimated US$350 billion spend on 5G infrastructure will be on hardware and network transformation projects. 5G will produce some winners and many losers, where are the opportunities? Read here.
by Roger Montgomery Posted in On the Internet.
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Personal care company’s shares under pressure
Joseph Kim
November 1, 2018
One of the more interesting stories in the market this year has been that of BWX Limited – an Australian company that manufactures body, hair and skin-care products primarily under the Sukin brand, and one the Montgomery team has previously written about. Sukin markets itself as Australia’s Number 1 Natural Skincare brand and is sold in both pharmacy channels and Coles. Continue…
by Joseph Kim Posted in Companies, Consumer discretionary.
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MEDIA
MONEY NEWS 30.10.2018
David Buckland
October 31, 2018
In this interview on Money News, David discusses the squeeze on medium-sized companies as consumer spending looks to have pulled back over the last quarter. With the downward trend in house prices and pressure on the banks, what will we see in the upcoming reporting round for the banks?
by David Buckland Posted in Radio.
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A very small growing fish in a very large pond
Stuart Jackson
October 30, 2018
Aristocrat Leisure Limited (ASX:ALL) has diversified its exposure beyond gaming machines over the last six years with a push into the online, and more recently the mobile games market. This began with its acquisition of social casino business Product Madness, and the internet gaming system and remote game server from GameAccount Network in late 2012 for around A$32 million. Continue…
by Stuart Jackson Posted in Editor's Pick, Stocks We Like, Technology & Telecommunications.
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The WPP stable is really feeling the heat
David Buckland
October 30, 2018
WPP AUNZ Ltd, is one of the largest marketing companies in Australasia, covering every angle including advertising, media investment management, data investment management, public relations and public affairs, branding and identity, healthcare communications, digital technology and e-commerce marketing, shopper marketing, content production and specialist communications. Continue…
by David Buckland Posted in Companies.
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How to evaluate a mining company’s profitability
Joseph Kim
October 29, 2018
In this week’s video insight Joseph discusses dividends for large mining companies and provides a quick analytical tool to help determine the potential outcome of these investments.
by Joseph Kim Posted in Video Insights.
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