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

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