29 March 2021
Premier Investments – Strong momentum entering 2H21
PMV announced a strong 1H21 result ahead vs its 13 January update, with EBIT (pre-AASB16) lifting 88.5% vs pcp to $237.8m (vs guidance $221m-$233m).
18 March 2021
Exploration Tracker
The latest figures from the Australian Bureau of Statistics (ABS) have confirmed a big ramp-up in exploration expenditure which is translating into a record amount of drilling.
15 March 2021
Macroeconomic activity and two equity LICs to watch
As a sustained economic recovery starts, we look at two LICs: Tribeca Global Natural Resources (TGF), a well-rounded commodities portfolio; and WAM Leaders (WLE), their 6.9% Financials weight may benefit from a steeping yield curve.
15 March 2021
Infomedia (IFM) – Looks good on 6-12 month view
We upgrade our recommendation of Infomedia (ASX:IFM), global leaders in parts, service and data software for the automotive industry, from HOLD to BUY with an unchanged Price Target of $1.75
12 March 2021
50 Leaders News
The latest news on some of the 50 Leaders post profit reporting. Stocks include Suncorp Group, Commonwealth Bank, Telstra Corporation and Woolworths Group. The ASX Grain Report for January stated that recently ASX Wheat prices have risen whilst other markets remained level.
12 March 2021
Are US bond yields at 1.6% a big concern?
No one seems to ever mention that US bond yields are still “well below” where they were before COVID decimated world economies. In this excerpt, find out what this means for investors of technology and growth stocks.