Company Reports

High quality resort operator: Mantra Group


Thursday, May 25th, 2017
Mantra Group Limited (ASX: MTR) is engaged in the provision of accommodation & hotel related services, food and beverage operations and central reservations across Australia, New Zealand, Indonesia and Hawaii. MTR operates three core brands in Peppers, Mantra and BreakFree...Click to view

Dividend Detective: Nick Scali


Thursday, May 11th, 2017
ASX code: NCK Share price: $7.12 Industry: Retail Forecast FY2018 Distribution: $0.33 per share In a grinding retail landscape clouded by the impending arrival of Amazon, few retailers have escaped the wrath of anxious investors seeking a swift exit. One...Click to view

HFA’s growth not reflected in the share price


Thursday, May 4th, 2017
Last month HFA, parent of US-based ‘‘fund of hedge funds’’ manager Lighthouse Partners, announced Assets Under Management and Advice (AUMA) had increased by 8.5% to US$9.48bn over the March quarter alone, a great result for a company seemingly priced for zero...Click to view

Telstra vs. TPG Telecom – which?


Thursday, April 27th, 2017
Our model portfolio exited Telstra at $5.50 in August last year on the view intensifying competition in mobile would undermine wide legacy profit margins. This thesis has now suddenly played out with TPG Telecom’s successful bid for its own mobile...Click to view

Collins’ conquest of Europe continues


Thursday, April 13th, 2017
Collins Foods (ASX:CKF) is Australia’s largest KFC franchisee with around 190 stores throughout the country. CKF currently faces a unique opportunity. KFC’s parent company, Yum! Brands (NYSE:YUM), is looking to divest 98% of its global store network as it transitions...Click to view

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