Month: September 2020
Tyro Payments (TYR) +1.54% We haven’t covered this in a little while however circling back to Tyro’s weekly trading update they started during COVID which has been very useful in tracking card spend particularly in tourism and hospitality businesses. Overall the data looks to have peaked and offline looks really tough. Victoria lockdowns have contributed to […]
Macquarie (MQG) -4.68% Hit today on a profit downgrade with the investment bank and infrastructure manager saying first-half profit will be down 35% amid the “uncertain” speed of recovery from the coronavirus pandemic. The market was already pricing in a 25% decline for the half however todays update is another leg down on that expectation, […]
Really bullish, there's more to go in the reflation rally
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