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  • Our take on the Viva Energy IPO

    Joseph Kim
    July 25, 2018

    Viva Energy Group (VEA) – which owns the Shell petrol station network in Australia – listed on the ASX on 13 July. It was the largest IPO since the Medibank float in 2014. On face value, the company’s metrics look appealing. So we thought we’d take a closer look to see how it stacks up against its closest rival, Caltex. Continue…

    by Joseph Kim Posted in Companies.
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  • Is there more M&A activity ahead for Wesfarmers?

    Tim Kelley
    July 24, 2018

    In this week’s video insight Tim discusses Wesfarmers, with additional details being recently released on the Coles demerger capital structure and directors, the market appears to be largely positive on the transaction. Is Wesfarmers planning more acquisitions?

    Continue…

    by Tim Kelley Posted in Editor's Pick, Video Insights.
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    • POSTED IN Editor's Pick, Video Insights.
  • Asaleo Care comes clean on falling revenues

    Joseph Kim
    July 24, 2018

    It didn’t take long for the market to absorb the recent downbeat guidance by Asaleo Care (ASX:AHY), which makes and sells tissues, nappies and female hygiene products under brand names like Sorbent, Libra, and Handee. It rapidly wiped around 40 per cent off its share price. Continue…

    by Joseph Kim Posted in Companies.
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    • POSTED IN Companies.
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    July 23, 2018

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  • Why Westpac will stop lending to SMSF property investors

    Andreas Lundberg
    July 19, 2018

    Westpac (ASX:WBC) has just announced that, come the end of July, it will stop lending to self-managed super funds (SMSFs) looking to invest in property. It will also not allow SMSFs to roll any existing interest only loans onto another interest only period once the existing amortisation free period runs out. What’s prompted this change? Continue…

    by Andreas Lundberg Posted in Editor's Pick, Financial Services.
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  • How do we calculate total returns? And, how do Trusts calculate distributable income?

    David Buckland
    July 19, 2018

    This article provides investors with an explanation on how total return figures are calculated for the Montgomery Global Fund. Second, we answer the question, “How do Trusts calculate distributable income?” Continue…

    by David Buckland Posted in Investing Education, Montgomery News and Updates.
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