28 January 2021
Engineering & Construction (E&C)
In the new Engineering & Construction (E&C) December Newsletter we discuss how inflation brings opportunities and threats
20 January 2021
Premier Investments – Breaking records, although now priced in
PMV recently provided an update on trading for 1H21, with key highlights including 1H21 EBIT guidance to be $221m-$233m, 1H21 EBIT margin balloons to >28% vs 17.2% in 1H20 and robust sales performance.
20 January 2021
Investor Talk: 19 January 2021
U.S. equity markets closed last week registering its first losing week for 2021. While the overall decline was minimal, the weakness was recorded despite the news that President-elect Joe Biden unveiled the details of a US$1.9 trillion coronavirus rescue package and also a positive start to the reporting season.
6 January 2021
Analyst Outlook for 2021
Our analysts share their sector outlook and top stock picks for 2021.
5 January 2021
End of Quarter Review – December 2020
This calendar year proved to be a year of unprecedented challenges with much larger swings than we have had at times since the global financial crisis. After a very strong start to the year, investors and markets grappled with the uncertainty and severe volatility brought upon by the coronavirus (COVID-19) spread around the world.
30 December 2020
Bank Note$ – December 2020
2020 has been a challenging year for the banks but we believe there is now light at the end of the tunnel for the sector’s long term investors. In this report, we highlight twelve banking qualities that support our positive view of sector attractiveness as we head into 2021.