Analysis & Opinion

What’s next for Chinese equities?

Shares in many Chinese companies sold off sharply in recent sessions, after the publication of harsher-than-expected regulations targeting education companies fuelled fears of deeper policy uncertainties across China’s corporate space. At first glance, the market’s shiver is understandable given the severity of regulatory measures that threaten to effectively bring a halt to private tutoring services…

18 Share Tips – 2 August 2021

John Athanasiou, Red Leaf Securities BUY RECOMMENDATIONS Auckland International Airport (AIA) The recent takeover bid for Sydney Airport (SYD) highlights the global demand for quality infrastructure assets impacted by COVID-19 travel restrictions. The decision by the New Zealand Government to suspend the travel bubble with Australia provides investors with an opportunity to invest in AIA…

In Search of the Next Afterpay

Back in 2015 a new fintech (financial technology) startup launched a payment platform that would disrupt existing forms of consumer payments. The company was Afterpay and the platform allowing consumers to “buy now and pay later” led to the now ubiquitous acronym BNPL. Following its success in the Australian market the company launched in the…

18 Share Tips – 26 July 2021

John Anderson, Bell Potter Securities BUY RECOMMENDATIONS Brambles (BXB) This global logistics supply chain company offers a quality business that operates in more than 60 countries. BXB is a clear market leader in Australia, the US and Europe with market shares of 70 per cent, 55 per cent and 25 per cent respectively. Customers include…

WAAAX Stocks –Buy, Hold, or Stay Away

About four years ago someone in the investment community decided what Australian investors really needed was our own acronym consisting of heavy-hitting tech stocks, and so WAAAX came onto the scene. The earlier US counterpart – the FANG stocks – consisted of Facebook, Apple, Netflix, and Alphabet (Google). Our own WAAAX acronym includes Wisetech Global,…

18 Share Tips – 19 July 2021

Stuart Bromley, Medallion Financial Group BUY RECOMMENDATIONS Audinate Group (AD8) This technology business enables audio and visual equipment to shift from analogue to digital networking. A recent business update confirmed a strong finish to the financial year, with a 74 per cent increase in fourth quarter revenue compared to last year’s prior corresponding period. The…

Sustainable investing review and outlook

The last year has seen monumental changes in how investors tackle sustainable investing – with what was once a nice to have, becoming a must have for many. Much of this has been catalysed by the pandemic, which has shone a spotlight on the relationship between sustainable business practices and economic resilience. At the same…

The Competitive Landscape in the BNPL Sector

A 14 May article appearing on businessinsider.com.au seems visionary in light of this week’s relevant news on the BNPL Sector. The title was: “Buy now, pay later platforms face a day of reckoning, says Humm CEO Rebecca James” The article quotes the Humm CEO as saying “We are going to start to see – especially…

Top FY 2021 Stocks with Room to Run

Like clockwork the first week of July provides those retail investors bold enough to hold the title of “stock picker” with list after list of prospects – the top and bottom performers for the prior Fiscal Year. The lists vary with some focusing exclusively on the ASX 200 or 300 and others on small cap…

18 Share Tips – 12 July 2021

Elio D’Amato, Spotee.com.au BUY RECOMMENDATIONS BetMakers Technology Group (BET) Wagering and gaming company Tabcorp has rejected the BET takeover bid and other offers. This enables BET to focus on driving its software-as-a-service betting platform into greenfield opportunities, particularly in the US. It recently acquired Sportech’s racing, tote and digital assets in the US, the UK…