Month: November 2018
In Australia the RBA has interest rates set at 1.5%. Looking at forward pricing implied by the futures market, there are no interest rate hikes on the horizon. Currently, the market is pricing a 65% chance that by September 2019 rates will be exactly where they are today. Australian Interest Rate Expectations In the US […]
When equity markets get hit, as they have done in the last month or so, we get the inevitable bears gaining most airtime. They’re usually the bond guys who promote ‘somewhere to hide’ during turbulent times. We’ve often written about market corrections calling a 20% pullback at some stage which attracted attention, pushback from some […]
Media stocks have been on the nose recently, with all 9 names in the space falling a considerable amount. Has this created value in the space? Today, the 9 listed media stocks will fall to 8 following the merger of Farifax (ASX: FXJ) and Nine Entertainment (ASX: NEC). 1 Newscorp (ASX: NWS) $18.56 Market stalwart […]
Stock Aristocrat Leisure (ASX: ALL) $24.69 as at 29/11/2018 Event Gaming company Aristocrat (ASX: ALL) is trading lower today following a less than impressive full year result announced this morning. Full year profit growth of 34% to $730m was below the markets expectations of $757.8m with the miss attributed to rising costs. The uplift in […]
Stock Bingo Industries (ASX: BIN) $2.13 as at 29/11/2018 Event The Waste Management business (Bingo Industries, ASX: BIN) has taken another hit today, trading down nearly 6% after the ACCC voiced concerns over its proposed takeover of Dial-a-Dump. Specifically, they said Our preliminary view is that the acquisition would remove Bingo’s most substantial competitor for […]
Stock AfterPay Touch (ASX: APT) $13.40 as at 28/11/2018 Zip Co Ltd (ASX: Z1P) $1.045 as at 28/11/2018 Event The buy now pay later space has been dealt some good news today as investors read through ASIC’s latest media release. AfterPay (ASX: APT) has added 4% and Zip Co (ASX: Z1P) opened slightly higher as […]
Really bullish, there's more to go in the reflation rally
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