Author: James Gerrish
MQG has been making inroads into the home loan market, and if refinancing is set to pick up, they should be able to improve market share without sacrificing margins.
FY24 Reporting season is upon us – Download a full reporting Calendar here
GMG slipped over 2% on Monday when half the Real Estate Sector managed to advance. This is a quality business; the question we have asked ourselves of late is how far it can rally.
A tough day for the diversified miner, flagging major impairments across two assets, calling out slightly soft 4Q24 production and downgrading FY25 production guidance – no good news there!
On Tuesday, TWE announced the $1.6bn acquisition of upmarket Californian unlisted wine group Daou Vineyards, another foray into the US, which some would argue hasn’t been a great hunting ground for the winemaker over the last decade.
Cameco reported quarterly earnings that were ahead of expectations overnight and talked to a strong backdrop for ongoing strength in the global Uranium market – shares rose 8.06%.
This morning, OZL rejected an unsolicited, conditional and non-binding indicative takeover proposal of $25.00 per share in cash from BHP.
