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Tuesday, May 3, 2022

NAB 2.0 continues its metamorphosis

After being beaten by the 2018 banking royal commission and losing many board members as sacrifices, NAB appears to have charted a new course under new CEO Ross McEwan.

Loy Yang breakdown burns AGL energy

A dodgy coal-fired generator in Victoria has bitten AGL Energy’s bottom line again, forcing it to cut its profit forecast for 2021-22 with just two months left in the financial year.

Flying Kangaroo ready to leave government pocket

After suffering a few Covid-related false starts and a spike in oil and fuel prices, Qantas has finally forecast a return to profitability after years of relying on government support.

Mining stocks supported by base metal resistance

After a month of March that saw some metal prices reach new highs, Perpetual’s Clarke Wilkins takes a look at the top commodities and the sectors and stocks that caught his eye.

Bonds don’t last forever

With interest rates continuing to rise in developed markets, bonds are facing headwinds. Where are bond investors going in the world? The developed world is not enough.

Wednesday, May 4, 2022

Woolies chief calls for CPI-adjusted pay rise

Woolworths chief Brad Banducci has broken ranks with other leaders, calling for higher wages for retail workers to keep up with rapidly rising inflation in the industry.

Tuesday Trading Discussion: SUL, DHG

Tuesday’s ASX session saw good news from outdoor equipment and automotive retailer Super Retail Group, as well as digital real estate group Domain Holdings.

Confessional Conference for Inghams, Cleanaway

Tuesday was confession time at Macquarie’s investment conference in Sydney, with a few companies confessing to bad news – waste group Cleanaway and chicken company Inghams.

AGL steadfast on its breaking plans

AGL Energy is sticking with its plan to split into two companies in the face of yesterday’s stock buyout decision by tech billionaire and climate activist Mike Cannon-Brookes.

RBA moves the opening gambit into a longer endgame

After raising rates once, the Reserve Bank says it will do so again – following the scenario used by the US Federal Reserve, as well as central banks in economies large and small.

Five reasons to consider emerging market stocks

Despite a rough ride over the past five years and especially in 2021, GAM Investments’ Tim Love outlines five reasons why he thinks emerging market equities have a brighter future.

Thursday, May 5, 2022

Portfolio construction in a rising rate environment (video)

John Grace, co-head of equities and portfolio manager of the Ausbil Australian Emerging Leaders fund, discusses the fund’s performance, focus sectors, individual stocks and outlook.

With Result out of the Way, ANZ seeks to restructure

Buried in yesterday’s ANZ earnings announcement was some intriguing news that the bank is moving towards a different structure – a holding company similar to the Macquarie Group’s current setup.

Seven West, Nine Entertainment Talk Up Perspectives

Updates from two of our major locally listed media groups, Seven West Media and Nine Entertainment, both of which are forecasting strong increases in earnings for the full year in June.

Optimistic retailers find a tougher market to sell to

A number of major retailers of all sizes presented trade updates at Macquarie’s investment conference yesterday. Some numbers were strong, but investors weren’t impressed.

Confidence and spending remain surprisingly buoyant

Nothing wrong with household spending and confidence at the start of 2022, according to retail sales and loan finance data released yesterday by the Australian Bureau of Statistics.

How the airport industry weathered the pandemic storm

Janus Henderson’s Jay Sivapalan and Dinesh Kuhadas examine the airport industry’s experience during the pandemic and how engagement helps identify opportunities in turbulent markets.

Tin ‘Spice Metal’ for electric vehicles (video)

Elementos Limited (ASX:ELT) Managing Director Joe David discusses the factors behind the recent tin price increase and outlines Elementos’ key project in Oropesa, Spain.

Friday, May 6, 2022

Qantas launches Scrip Play for Alliance Aviation

Qantas is trying to tighten its grip on Australia’s aviation sector by buying major airline operator Alliance Aviation for more than $900 million worth of QAN shares.

JHG bitten by the hand that feeds him

Market weakness in the first quarter weighed on fund manager Janus Henderson Group’s performance, with a sharp drop in earnings translating into an equally strong sell-off on Thursday.

Bumper crop insurance reaps win for QBE

Four months into its 2022 fiscal year, QBE is forecasting a surge in premium income and profit, thanks in large part to the increasingly lucrative crop insurance business in the United States.

Resale Value Helps Eclipx Bottom Line

Despite a very modest 4.4% increase in revenue to $347 million, still-high used-car prices boosted profits at car leasing group Eclipx in the six months to March.

FAANGs: Are tech profits one size fits all?

Fidelity’s Tom Stevenson explains why he thinks FAANGs are driven by very different business influences and investors might not be well served by grouping them together.