Company Reports

Market Wrap: Financials & Resources


Thursday, November 23rd, 2017
CBG, as part of the Clime Gorup, owns shares in ECX, JHG, BHP and RIO on or behalf of various mandates for which it acts as investment manager....Click to view

Market focused on Ramsay’s quieter 2018, not the onrush of demographically driven demand


Tuesday, November 21st, 2017
The 3.5 per cent relief rally in Ramsay Health Care shares on the day of the AGM, Thursday last week, will and should reassure shareholders. Preceding days had seen a selloff to as low as $64.39 as the market priced...Click to view

What banks are worth in the new digital age


Monday, November 13th, 2017
Suddenly the banking sector is alive with the buzzwords of the digital age: digitisation, artificial intelligence, robotics, big data, digital marketing, machine learning, agile team delivery of technology upgrades, and pre-empting disruption from fintechs. No longer staid generators of dusty...Click to view

Market Wrap: AGM season


Thursday, November 9th, 2017
This week we bring you six Model Portfolio stocks following earnings updates and a few market shifts. Analysts, David Walker, Adrian Ezquerro and Damen Kloeckner come together to discuss their perspectives in this open forum, covering Nick Scali (ASX:NCK), Speedcast...Click to view

Property-focused Fund Manager with great prospective growth


Thursday, November 9th, 2017
Philosophically, for growth focused portfolios, we seek to acquire a part share in a range of high quality businesses at discounts to value. Embedded in this process is, among other things, a fundamental belief that the business we are buying...Click to view

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