Company Reports

Stock in the Spotlight: Motorcycle Holdings

Thursday, May 10th, 2018
Motorcycle Holdings (MTO) caught our attention recently as sustained weakness saw its shares approaching lows not seen since this time last year. Now trading at $3.10, MTO currently trades 40% below January highs of $5.20. This is interesting to us...Click to view

Generating income with emerging Australian packager

Thursday, May 3rd, 2018
ASX Code: PPG Security price: $0.39 Industry: Packaging Forecast FY19 distribution: 2.3 cents per For the income-focused investor, small companies with low margins and unremarkable products or services are not typically attention-grabbing. Pro-Pac Packaging (PPG), a diversified distribution company providing...Click to view

Collins Foods expanding footprint

Thursday, May 3rd, 2018
CKF’s core business relates to the operation, management and administration of KFC restaurants across Australia, Germany and the Netherlands. With CKF having just reached the end of its financial year on 29 April, it’s perhaps a good time to revisit...Click to view

How AMP’s reputational crisis could yet create a value opportunity

Thursday, April 26th, 2018
We never agreed with the thesis investors should buy AMP ahead of the May AGM, when the outcomes of the portfolio review of existing businesses are due to be announced. Some investors expected accretive divestments of the wealth protection (life...Click to view

Potential in the Panic

Thursday, April 19th, 2018
For those looking to diversify their portfolio, hybrids have historically provided an area worth investigating. The recent sell-off in Tier-1 Capital Notes (AT1) has presented an opportunity for investors with a medium to high risk tolerance and appropriate investment time...Click to view

Register for our weekly investing report

Weekly insights, research & market commentary.

* Required fields

View our privacy policy

The information provided on this webpage and the rest of is intended for general use only. The information presented does not take into account the investment objectives, financial situation and advisory needs of any particular person nor does the information provided constitute investment advice. Under no circumstances should investments be based solely on the information herein. Please consider our Information Memorandum, Product Disclosure Statement and Financial Services Guide before investing in one of our products. Past performance is no guarantee of future returns.
  • Copyright © 2018 Clime Investment Management Limited