In our view, Lynas still provides an attractive investment for those wanting to gain indirect exposure to electric vehicle theme. There is decade long run up in the demand for rare earths, not only from Electric Vehicle, but also Consumer electronics, win
Pacific Edge have been around for years, but many recent milestones over the past year or so have improved the commercial viability of the business.
A2 Milk momentum continues to downside, as speculation continues regarding an upcoming global market index re-weight, which is reportedly due to be calculated this month.
Contact shares look attractive, trading on undemanding multiples with a healthy and growing gross dividend yield of 6.5%
Investors evaluated the level of ripple effect from a forced block trade for financial markets, with bank shares falling sharply amid warnings of potential losses from a hedge fund’s default on margin calls.
Telstra shares were up yesterday after the company reporting it expects its proposed legal restructure splitting the company into four divisions, expected to be completed by this December.
THL have done an amazing job in navigating COVID without the need of additional capital from shareholders.
It is hard to find “value” when markets are at highs, but we see currently see value in QBE shares. Further, as we have discussed in the past, QBE is one of the only Australasian listed companies which benefits directly from higher US interest rates (as i
it was probably easy to lose sight of the positive vaccine developments that took place over the past week. Over the weekend, the UK announced a huge day of vaccinations with 598k done in one day, almost 1% of the population.
The first 100 days of a Biden presidency will likely be focusing on tasks like mass-vaccinations, renewed stimulus checks, and a larger fiscal package. Longer term however, there remain market negatives from a Biden administration such as the possibility
