Can Kogan.com (ASX: KGN) Return to Market Darling Status
Kogan.com ranks in the top ten of Australian online retailers COVID-related lockdowns pushed the share price to all-time highs The company failed to anticipate consumers returning to brick-and-mortar stores as lockdowns ended Kogan.com listed on the ASX in 2016, achieving market darling status in the eyes of Aussie investors. The shares hit an all-time high…
Tailwinds for James Hardie Industries (ASX: JHX)
James Hardie Industries makes an array of fibre-cement-based building products The company’s primary target is residential construction, but it also serves commercial construction customers James Hardie Industries is the largest producer of fibre-cement backer board and siding in the world James Hardie’s global markets stretch from Australia, New Zealand, and the Philippines to Europe and…
Temple & Webster (ASX: TPW) Powering Growth with AI
Temple % Webster has a “drop ship” business model, reducing the cost of doing business (CODP) The company’s financial performance was both helped and hindered by the COVID-19 Pandemic Temple & Webster is an online-only retailer of furniture and a wide variety of homewares. Unlike many other online-only sellers, Temple has no need for costly…
Silk Logistics Holdings (ASX: SLH) Delivering Solutions
Silk Logistics posted a blockbuster financial report in its Half Year 2023 Financial Results The company paid dividends in its first full year of operations on the ASX Silk Logistics is growing both organically and through acquisitions Silk Logistics Holdings was created via the merger of two Australian logistics companies with 50 years of experience….
Newcomer Tech Company Atturra Limited (ASX: ATA) Starts Strongly
Newcomer Atturra Limited continues to post stellar financial results The company has a well-diversified customer base Atturra has partnered with an impressive list of technology companies Technology company Atturra Limited is a relative newcomer to the ASX, listing on 21 December 2021. The share price is up 50.34% year over year, but the lustre has…
Software Solutions Provider RPMGlobal (ASX: RUL) Advancing Mining
• RPMGlobal has been in business for 50 years. • The company’s customers are miners in more than 14 countries. • The company provides software solutions, consulting, advisory, and training services. RPMGlobal operates in three divisions – Software, Consulting and Advisory, and Training. The company derives most of its revenue from its software division. RPMGlobal’s…
South32 (ASX: S32) – Commodities for a Low-Carbon World
The company has mines and exploration projects in Australia, Southern Africa, and North and South America. The South32 portfolio is diversified across ten commodities, including aluminium, alumina, nickel, manganese, and copper. In 2022 the company added copper to its portfolio as well as a key mining asset in the US. South32 has maintained its metallurgical…
Should You Buy Amcor (ASX: AMC) For the Dividends?
HY 2023 financial results continued Amcor’s strong record of dividend payments. Despite a solid financial performance, a cautious forward-looking outlook drove down the share price. Investors may be ignoring the defensive nature of the company’s packaging products. Virtually everything that consumers buy comes in packaging. Amcor provides a variety of packaging solutions for home and…
A Contrarian View on Cochlear Limited (ASX: COH)
Cochlear is the world leader in cochlear implants for the hearing impaired. Some analysts question the company’s future based on increasing competition. Analysts were wrong on Cochlear’s market share following a product recall in 2011. In addition to cochlear implants for the hearing impaired of all ages, Cochlear Limited makes bone-anchored hearing aids and a…
Santos (ASX: STO) Transitioning to Cleaner Energy
Santos is expanding its LNG (liquefied natural gas) capabilities. The company has a JV with Beech Energy (ASX: BPT) to construct a major CCS (carbon capture storage) facility. Santo Energy Solutions is working on the development of cleaner fuels for the future. Like many of the world’s oil and gas producers, Santos is preparing for…
