Company Reports

Market Wrap: More affordable growth in small-caps

Thursday, April 19th, 2018
 Clime Group owns shares in HSN, BVS, CKF, JIN, AMC and NGI. David owns shares in AMC and WPL. Adrian hold units in the Clime Smaller Companies Fund....Click to view

Telco breaking new ground to drive growth

Thursday, April 12th, 2018
Macquarie Telecom (MAQ) is a company that jumps off the page across a whole host of attributes we look for. Despite a sustained rally that has seen its share price triple in just 3 years, we believe there is still opportunity...Click to view

Upside in Janus Henderson following steep price drop

Thursday, April 5th, 2018
Janus Henderson Group (ASX code: JHG) is a global asset management business with US$370 billion of assets under management. The performance of global equity markets is the largest single driver of company earnings and yet the stock is down 13%...Click to view

Market Wrap: The life of an analyst

Thursday, April 5th, 2018
 Figure 1. CSL’s growing commitment to R&D Source. CSL December 2017 R&D Briefing Figure 2. Past R&D delivered today’s strong earnings results and upgrades Source. CSL December 2017 R&D Briefing Figure 3. CSL’s current R&D portfolio – what David...Click to view

A listed fashion retailer succeeding

Thursday, March 29th, 2018
News about specialty fashion retailers these days is typically about store closures, increasing competition from international brands and the shift to online. It’s enough to make investors look elsewhere… but then there are the success stories. Witness Lovisa, which generates...Click to view

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