Aussie dollar heading to over 80 US cents By Michael Knox 30 July 2020, 4:45 PM What are the biggest drivers on the Aussie dollar over the next few years? Read more...
Podcast: Bank to the future - Zahir Khoja, Executive VP, Global Merchants & Partnerships of Mastercard (Ep 8) By Chris Titley 30 July 2020, 11:00 AM In episode 8 of the Bank to the future podcast series I sit down with Zahir Khoja from Mastercard, a dial-in direct from New York . Read more...
Banks: Now expecting dividends next month By Azib Khan 30 July 2020, 11:00 AM As we flagged as a potential development last week, APRA has announced that it has eased dividend restrictions. Read more...
Technical analysis: 30 July 2020 By Violeta Todorova 30 July 2020, 10:34 AM Nick Scali, InvoCare, Ingenia Group, Origin Energy and Medibank Private. Read more...
ASL Ltd: Tracking ahead of expectations By Tom Sartor 30 July 2020, 10:30 AM The lack of 1H21 guidance at the AGM was a surprise, however the 1Q trading update does imply ASL (ASX:ALQ) is tracking comfortably ahead of expectations. Our blended valuation is based on FY22 forecasts and adjusts. Read more...
Rio Tinto – Iron ore drives first half By Adrian Prendergast 30 July 2020, 9:00 AM 1H20 result was ahead of consensus estimates, with ongoing iron ore strength helping Rio Tinto (ASX:RIO) to plug a gap left by lower aluminium and copper prices. We downgrade to a Hold rating on recent share price strength, while still considering RIO a core holding for a wide group of investor types. Read more...
Reporting Season Preview: Industrials By Alex Lu 28 July 2020, 2:45 PM Analysis on stocks within the Industrials sector ahead of the August 2020 reporting season. Read more...
Ex-100 Reporting Season Playbook By Josephine (Jo) Little 28 July 2020, 1:00 PM The quality of performance this period will likely be distorted by COVID-19 impacts and new accounting standards (ie. AASB16). We identify 20 stocks that we believe will likely have positive share price reactions to their results, six that will have negative reactions, and the remainder neutral. Read more...
Podcast: Bank to the future - Michael Fredericks, Founder and CEO of Fu (Ep 7) By Chris Titley 28 July 2020, 11:00 AM Fu is a first of it’s kind lifestyle management platform allowing millennials to better understand their cashflow needs. Fu has built predictive analysis over the top of their users data, to assist with their day to day living. Read more...
ASX 100 Reporting Season Playbook By Nathan Lead 28 July 2020, 11:00 AM We preview our expectations for 56 stocks that will report their results in August. Read more...