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Device Stars Part 3

4DMedical (4DX, $1.58)Market capitalisation: $418 millionThree-year total return: n/aAnalysts’ consensus target price: $1.70 (Thomson Reuters) Imaging company 4DMedical (4DX) surged on to the ASX screens in its August float, at a 100% “pop.” Issued in the prospectus at 73 cents, the shares opened for trade on August 7 at $1.47, and reached $1.70 in August…

James Dunn | 21st Sep 2020 | More
Backing Buffett’s Big Japan Bet

It seems as if Japan does not get a lot of respect from external investors, for good reasons. The Nikkei index appears to disprove the theory that the sharemarket delivers superior long-term investment returns, being at the same level now that it was back in 1991. Almost 31 years on from its record high, the…

James Dunn | 21st Sep 2020 | More
  • Two out of three on ESG

    Melbourne: ESG (Environmental, Social and Governance) is one of the fastest growing trends ininvesting globally. It has become part of the funds management zeitgeist, aided, in part, by research pointing to betterperformance by fund managers that favour companies with good ESG policies and practices.The recent decision by the Trump administration to restrict the ability of…

    Staff Writer | 21st Sep 2020 | More
    A Q&A with Luke Laretive

    We are pleased to speak with Luke Laretive of Seneca Financial Solutions this week. Luke Laretive must be one of the most prolific sharemarket writers in the market, filling LinkedIn with insightful weekly insights. Laretive offers a unique view of the industry having started in a full-service broking house before going out on his own…

    Staff Writer | 21st Sep 2020 | More
  • Get your income fix

    Listed infrastructure represents what is both great and frustrating in investment funds. The domain is largely captured by private investors and their representatives, as institutional pension funds prefer the benign pricing that unlisted assets offer. Infrastructure is arguably the equity market’s expression of economic growth, interest rates and inflation in perfect unison. Aggregate revenue across…

    Giselle Roux | 17th Sep 2020 | More
    Managed accounts growth beats predictions

    In the middle of 2015, Morgan Stanley Research in Australia published a report which predicted that managed accounts would prove to be a major disruptor of traditional investing via managed funds/unit trusts. The report, ‘Evolution or Revolution?’, seemed overly bullish on the new way for individual investors and their advisers to access professional investment management….

    Greg Bright | 17th Sep 2020 | More
    Earnings volatility creates opportunity

    The rollercoaster in global equity markets during the first half of the year is now behind us, and although the market has rebounded, many industries still remain affected by COVID-19. With an upcoming US election creating further uncertainty and a dull economic outlook, many investors and advisers are currently thinking – where to from here?…

    Ned Bell | 17th Sep 2020 | More
    What’s better than a unicorn?

    The stellar run in the Nasdaq 100 index, which has seen it reach new all-time highs some 40 times already in 2020, shows no signs of slowing. With such strength and a willingness of investors to look beyond short-term losses, a single-file, socially distanced line of “unicorns” is awaiting their piece of the action. The…

    Drew Meredith | 17th Sep 2020 | More
    ASX update; Alibaba on the prowl

    The bull fights back, Alibaba on the prowl, Fed not enough to slow tech sell off, ASX to fall The ASX 200 (ASX:XJO) followed the strong overseas lead to finish 1.1% higher for the day. Every sector delivered a solid return, with IT, +2.4%, and Communications, +2.1%, leading the way. Employment advertising monopoly, Seek Ltd…

    Drew Meredith | 16th Sep 2020 | More
  • ASX update; RBA minutes offer little

    Lacklustre Tuesday, positive China data triggers a global rally, RBA minutes offer little The banking sector was among the weakest on Tuesday, falling 1.4%, with the ASX 200 (ASX:XJO) finishing the day flat. The Australian house price index fell 1.8% on the previous quarter, sending the Commonwealth Bank of Australia Ltd (ASX:CBA) down 1.7% as…

    Drew Meredith | 15th Sep 2020 | More
    ASX update; COVID-19 impacting Macquarie Group

    Vaccine trial restart boosts markets, ASX strength to continue, COVID-19 impacting Macquarie Group A positive lead from Wall Street and news that AstraZeneca plc (NYSE:AZN) had resumed their vaccine trial sent the ASX 200 (ASX:XJO) 0.7% higher on Monday. Positive news on the vaccine front support the energy and industrial sectors amid hope of a…

    Drew Meredith | 14th Sep 2020 | More
    Managing complexity – A buy enters the Citadel (ASX:CGL)

    Pacific Equity Partners is looking to acquire 100% of the Citadel Group (ASX: CGL) in  a transaction worth $503 million. PEP is planning to provide funding to help Citadel expand its global footprint and to develop new products in specialist software and critical-secure information management for its customers in healthcare, defence and national security, government…

    Ishan Dan | 14th Sep 2020 | More