This Month
Full speed ahead for Transurban despite traffic chaos
The traffic jams surrounding Sydney’s new Rozelle Interchange haven’t bothered Transurban investors, with the stock rising 7 per cent since it opened in late November.
- Jenny Wiggins
Jervois Global finds itself favoured by governments, not markets
The ASX-listed battery minerals play is at the centre of a taxpayer-funded bidding war. But a pessimistic outlook for cobalt is keeping investors away.
- Peter Ker
Altium’s board shuffle raises eyebrows
Altium has long been run like a family business. But with the resignation of its chairman, will the design software company level up?
- Jessica Sier
November
Biofuels finally give GrainCorp an in to Western Australia
Robert Spurway says there’s a compelling case for new oilseed crushing capacity in the company’s biggest move since it spun-off its global malting division.
- Brad Thompson
The factors that could block Flight Centre’s resurgence
The global travel agency says transactions have been rising after the pandemic. But the bigger question among the bears is whether its profit margin can hit a lofty target.
- Liam Walsh
Aristocrat’s investors aren’t spooked by casino, bookie headwinds
The largest pokies manufacturer in the world is one of the few gaming stocks to have enjoyed an increase in share price during a difficult year for the sector.
- Zoe Samios
- Opinion
- Santos
Santos bulls face test amid Barossa gas threat
Most analysts remain positive on Santos stock, but a lot rests on securing final approvals for the company’s growth gas project in the Timor Sea.
- Angela Macdonald-Smith
October
Lithium is hot. So why are short-sellers targeting Pilbara Minerals?
Demand for the key batteries component has never been higher, but one of the country’s largest producers has become the most-bet-against stock on the market.
- Elouise Fowler
Why are analysts so upbeat on IAG?
The insurer’s latest confession about old claims creeping up means it should have missed a key earnings target from last year.
- Liam Walsh
Why analysts aren’t buying the BoQ turnaround yet
There was a telling moment of exasperation in Bank of Queensland’s annual result presentation last week.
- Lucas Baird
Is CBA’s share price overvalued?
Some brokers say the bank’s historical price-earnings premium is no longer justified amid tough competition to write mortgages. Others disagree.
- James Eyers
September
Westpac starts from behind in institutional bank rev up
Jefferies says Westpac is “well behind the pack” after letting the institutional bank meander for a decade.
- Lucas Baird
Rising gold star Perseus shakes up mining’s establishment
The miner has outperformed Northern Star and Evolution Mining on most financial metrics. What will it take for investors to get onboard?
- Peter Ker
August
PointsBet: Goodbye US, hello profit?
PointsBet’s price soared in 2020 as it put its stamp on the American market. With its US exit almost complete, analysts are wondering about long-term profitability.
- Zoe Samios
Australia’s KFC operator struggles to keep up the momentum
Collins Foods has been a surprise hot stock this year, but the sector is about to get more crowded as Wendy’s plans a major local push.
- Simon Evans
Domino’s: is it time to reorder fallen pizza maker?
The one-time market darling has crashed back to earth and still has analysts split over its prospects.
- Carrie LaFrenz
July
- Analysis
- Analysis
Kogan sales slump but shares surge as it goes back to basics
Ruslan Kogan started by selling TVs out of a garage, so running on the cheap has never been a problem, and investors are seeing the value of recent frugality.
- Paul Smith
ALS taking no risks, but market on the fence
The global testing giant has its AGM this week, and all eyes will be on any earnings guidance after tremors struck in March.
- Liam Walsh
Luck and the street smile on Jumbo Interactive
A hot and cold year for jackpots has dimmed enthusiasm for lotteries reseller Jumbo Interactive, but a simple price increase will turn its fortunes around, analysts say.
- Vesna Poljak
Medibank to become more conservative after capital hit: analysts
Special dividends, and even acquisitions, could be off the table after the health insurer was forced to tie up capital by the prudential regulator.
- James Eyers
