Search Results for: property
-
Earnings expectations under pressure
David Buckland
July 23, 2014
According to Deutsche Bank Research, earnings expectations for the Australian listed market have been cut in recent months. Forecast earnings growth for the year to June 2015 has come down to 6-7 per cent, slightly below expectations for the year to June 2014.
by David Buckland Posted in Insightful Insights.
- save this article
- POSTED IN Insightful Insights.
-
Power Plays
Ben MacNevin
June 30, 2014
There has been growing resistance within the real estate industry towards the price increases being enforced by realestate.com.au, which is owned by REA Group (ASX: REA). We cannot help but draw parallels to Carsales.com (ASX: CRZ). Continue…
by Ben MacNevin Posted in Companies, Insightful Insights.
- 5 Comments
- save this article
- 5
- POSTED IN Companies, Insightful Insights.
-
The Chinese cement market
David Buckland
June 19, 2014
In his book, “Making the Modern World: Materials and Dematerialization”, Vaclav Smil argues the most important man-made material is concrete, both in terms of the amount the world produces each year and the total mass produced. Continue…
by David Buckland Posted in Insightful Insights.
- save this article
- POSTED IN Insightful Insights.
-
Bubble Watch #10
Roger Montgomery
June 18, 2014
As you know we prefer to invest with a telescope rather than the microscope.
Getting too close to the action can, and does, lead investors astray as they jump at shadows and ignore the sunshine. Having said that we are always on the lookout for risks to the prospects for companies we are analyzing or have already acquired. More importantly we want you to stay in front of the curve. Continue…
by Roger Montgomery Posted in Insightful Insights.
- 7 Comments
- save this article
- 7
- POSTED IN Insightful Insights.
-
China watch….it’s only just begun
Roger Montgomery
June 10, 2014
China’s property slump appears to be deepening. It might not be on the front pages of our papers nor leading the business radio and TV reports but efforts in recent weeks to kick-start housing sales are failing. Continue…
by Roger Montgomery Posted in Insightful Insights, Property.
- 5 Comments
- save this article
- 5
- POSTED IN Insightful Insights, Property.
-
Shadows from the Chinese property market
David Buckland
June 4, 2014
Representatives from Deutsche Bank recently visited several companies in China, and concerns over the slowing property market dominated discussions with the predominately bearish outlook for steel consumption and production. Continue…
by David Buckland Posted in Insightful Insights, Property.
- 2 Comments
- save this article
- 2
- POSTED IN Insightful Insights, Property.
-
Making sense or losing cents?
Roger Montgomery
June 3, 2014
If you’re a smaller shareholder in either Westfield Group (ASX: WDC) or Westfield Retail Trust (ASX: WRT), then you might be forgiven for thinking you’re in the middle of World War Three. Continue…
by Roger Montgomery Posted in Consumer discretionary, Insightful Insights, Property.
-
Chinese property investment
Roger Montgomery
June 2, 2014
In this interview with John Morrison on Statewide Drive on Monday June 2, Roger shares his thoughts on Chinese investment in the Australian property market. Listen here.
by Roger Montgomery Posted in Radio.
- LISTEN
- save this article
- POSTED IN Radio.
-
Ready. Set. Run!
Roger Montgomery
May 16, 2014
According to The Wall Street Journal: “Tight credit, restrictions on the ownership of multiple homes and an easing of prohibitions on alternative investments overseas have triggered a long-expected downturn in the Chinese residential housing market.” Continue…
by Roger Montgomery Posted in Economics, Market Valuation, Property, Tourism.
- save this article
- POSTED IN Economics, Market Valuation, Property, Tourism.
-
China Watch
Roger Montgomery
May 9, 2014
In February 2014, Robert Brusca, Chief Economist of FAO Economics, was quoted as saying: “U.S. imports are weak. And imports are closely linked to GDP. Weak imports suggest that there will be more weak GDP reports to come. That is bad news and it is the kind of bad news that trumps the good news”. Continue…
by Roger Montgomery Posted in Economics, Energy / Resources, Insightful Insights.
-
The China Effect
Roger Montgomery
May 7, 2014
In this interview with Ticky Fullerton on ABC’s The Business on 6 May 2014, Roger looks at the Chinese export and property industries, and how they impact the Australian economy. Watch here.
by Roger Montgomery Posted in Economics, Global markets.
- watch video
- save this article
- POSTED IN Economics, Global markets.
-
The China Effect
Roger Montgomery
May 6, 2014
In this interview with Ticky Fullerton on ABC’s The Business on 6 May 2014, Roger looks at the Chinese export and property industries, and how they impact the Australian economy. Watch here.
by Roger Montgomery Posted in TV Appearances.
- save this article
- POSTED IN TV Appearances.
-
Bubble watch #7
Roger Montgomery
April 4, 2014
As you may know by now, we do not believe there is a bubble in stocks or property. We do believe one will form before the next correction. Type ‘bubble’ into the search bar or click here to read our recent observations. Continue…
by Roger Montgomery Posted in Market Valuation, Property.
- 9 Comments
- save this article
- 9
- POSTED IN Market Valuation, Property.
-
House prices ain’t falling?
Roger Montgomery
April 3, 2014
by Roger Montgomery Posted in Insightful Insights.
- 31 Comments
- save this article
- 31
- POSTED IN Insightful Insights.
-
Property: Don’t bet on a crash because it ain’t coming
Roger Montgomery
March 25, 2014
I have previously suggested that a very large correction in property prices could occur if the generation of baby boomers, whose wealth is broadly stored in real estate, were required to sell in order to fund their retirement and healthcare expenses.
by Roger Montgomery Posted in Insightful Insights, Property.
- 15 Comments
- save this article
- 15
- POSTED IN Insightful Insights, Property.
-
Leighton’s share price: something stinks!
Roger Montgomery
March 11, 2014
Should ASIC investigate the trading of shares in Leighton Holdings Limited (ASX: LEI) in the days leading up to this week’s takeover announcement? Continue…
by Roger Montgomery Posted in Companies, Property.
- 3 Comments
- save this article
- 3
- POSTED IN Companies, Property.
-
Why China cannot have a ‘Lehman moment’
Guest Author
February 27, 2014
By Derek Scissors, published in the South China Morning Post
People are going to be discussing the flaws of Chinese finance for many years. Here’s a helpful guide: as soon as you see or hear “China’s Lehman moment” used seriously, stop paying attention. Continue…
by Guest Author Posted in Global markets.
- save this article
- POSTED IN Global markets.
-
REA Group offers some upside
Roger Montgomery
February 6, 2014
In this article for the Switzer Super Report, Roger looks at the most recent results reported by Australian online property listing site, realestate.com.au. Read here.
by Roger Montgomery Posted in On the Internet.
- READ ONLINE
- save this article
- POSTED IN On the Internet.
-
REA Group offers some upside
Roger Montgomery
February 6, 2014
In this article for the Switzer Super Report, Roger looks at the most recent results reported by Australian online property listing site, realestate.com.au. Read here.
by Roger Montgomery Posted in Companies, On the Internet, Property.
- save this article
- POSTED IN Companies, On the Internet, Property.
-
Sector Sentiment
Ben MacNevin
February 5, 2014
Analysts weren’t expecting a bumper Christmas period; the general expectation was for relatively steady sales growth to finish the year. However, sentiment in the retail sector has taken a negative turn after disappointing trading updates from key retailers. Should this be cause for concern? Continue…
by Ben MacNevin Posted in Consumer discretionary, Insightful Insights.