ASX Reporting Season Update: Misses and Downgrades Amongst Bright Spots
Reporting season has been relatively disappointing with only 45% of stocks able to either meet or beat FY19 expectations. Analyst expectations in...
660 Views
Magellan Financial Placement - Looks Expensive but Track Record Should Help
Magellan Financial (MFG AU) plans to raise upto US$186m (A$275m) to fund additional costs related to the offering of its new trust as well as for...
446 Views
Platinum Asset Management Placement - Co-Founder Selling + Weak Earnings Momentum
The co-founder of Platinum Asset Management (PTM AU), Kerr Neilson, and Judith Neilson are looking to sell 30m shares of the company at a fixed...
826 Views
My Kingdom for Some Alpha
Performance the only antidote for intensifying competition; Pendal Group (PDL AU) remains our preferred asset manager.The success of Magellan...
580 Views
Aussie Reporting Season Wrap: Growth Stocks Reign Supreme
FY18 reporting season was solid with 56% of stocks reporting either better-than-expected or in-line underlying earnings. Revenue growth was...
418 Views