Gold Sector: Gold softens but strong margins remain By Mat Collings 30 November 2020, 2:30 PM The gold price has softened on the back of increasing global confidence as Covid-19 vaccine developments make progress. The path to normal remains rocky and we think markets are too upbeat on vaccine timing – we expect volatility will create trading opportunities. Read more...
Technical Analysis: 30 November 2020 By Violeta Todorova 30 November 2020, 9:30 AM Mitchell Services (MSV), Goodman Group (GMG), Sonic Healthcare (SHL), Ramsay Health Care (RHC) and Empire Energy Group (EEG) Read more...
Are emerging economies about to boom? By Michael Knox 29 November 2020, 10:44 AM A falling US Dollar and cheap US rates should generate increased US dollar finance for trade in emerging economy exports. Read more...
Podcast: Bank to the future – Steve Lapin, CFO of Zebit (Ep 32) By Chris Titley 27 November 2020, 5:00 PM Today’s bank to the future podcast is with Steve Lapin of ASX listed Zebit (ASX Code: ZBT). Zebit plays within the Buy Now Pay Later predominately in the US. Read more...
Podcast: Bank to the future – Charles Youakim, CEO of Sezzle (Ep 31) By Chris Titley 27 November 2020, 4:30 PM Today’s episode is with Charlie Youakim from Sezzle (ASX: SZL). Sezzle plays in the Buy Now Pay Later (BNPL) sector and Charlie goes into detail on how they are competing in what is quite a crowded market. Read more...
Technical Analysis: 26 November 2020 By Violeta Todorova 26 November 2020, 8:30 AM Orocobre (ORE), Nanosonics (NAN), Emeco Holdings (EHL), and New Hope Corporation (NHC). Read more...
Oil and Gas: Turn in oil market starting to materialise By Adrian Prendergast 26 November 2020, 12:00 AM An eventual Covid recovery, building supply response, and the prospect of a weakening US dollar have combined to leave us bullish on our oil & gas coverage. We have made short- and medium-term upgrades to our oil price forecasts. Read more...
Will oil break upwards? By Michael Knox 25 November 2020, 11:30 AM Michael Knox discusses how the falling US oil stock levels and a falling US dollar will help oil trade upwards over the next quarter. Read more...
Australia Strategy: Global leaders – COVID vaccine to fuel further upside By Tom Sartor 23 November 2020, 2:25 PM The dominant global technology and consumer franchises are leveraging COVID inspired structural shifts and continue to lead the market recovery. Read more...
Technical Analysis: 23 November 2020 By Violeta Todorova 23 November 2020, 8:00 AM Estia Health (ETE), SCA Property Group (SCP), FlexiGroup (FXL), Data#3 (DTL and ResMed Inc (RMD). Read more...