ASX rotation could see CBA investors jump on mining train

July 2, 2025roymorgansocial Leave a comment

Original article by Alex Gluyas
The Australian Financial Review – Page: 23 : 2-Jul-25

S&P/ASX 200 bank stocks gained 26 per cent during the 2024-25 financial year, while the resources sector fell eight per cent. However, some analysts believe that investors are set to shift from banks to resources stocks in 2025-26, amid speculation that the Commonwealth Bank’s outperformance will not be sustained. The stock gained 45 per cent in 2024-25, with its share of the benchmark index rising from nine per cent to nearly 12 per cent.

CORPORATES
STANDARD AND POOR’S ASX 200 INDEX, COMMONWEALTH BANK OF AUSTRALIA – ASX CBA

Pandemic sees influx of investors

May 31, 2023roymorgansocial Leave a comment

Original article by Lucy Dean
The Australian Financial Review – Page: 33 : 31-May-23

The ASX’s latest investor survey shows that 51 per cent of Australian adults now hold investments outside of superannuation or the family home. This compares with 46 per cent in early 2020, before the onset of the COVID-19 pandemic in Australia. The report shows that more than 1.2 million Australians have started to invest in shares since the pandemic began; the ASX’s Rory Cunningham says women account for 50 per cent of the new investors, and 50 per cent of people who intend to invest. However, Irene Guiamatsia from Investment Trends notes that the overall proportion of investors who are women has remained steady at 42 per cent since 2020; she says this is primarily because women tend to have lower income than men.

CORPORATES
ASX LIMITED – ASX ASX, INVESTMENT TRENDS PTY LTD

Returns the world’s best over 121 years

March 5, 2021roymorgansocial Leave a comment

Original article by Cliona O’Dowd
The Australian – Page: 20 : 5-Mar-21

Data from Credit Suisse shows that the Australian sharemarket has outperformed other bourses over the long-term, with real annual returns of 6.6 per cent since 1900 in US dollar terms. The ASX’s annualised return over this period was 6.8 per cent in local currency terms, behind the 7.1 per cent return from the South African bourse. Looking ahead, Credit Suisse says Generation Z can expect annualised equity returns of about three per cent, compared with annualised returns of 7.1 per cent since 1950 for Baby Boomers.

CORPORATES
CREDIT SUISSE (AUSTRALIA) LIMITED

Handle the market with care: ASIC

May 7, 2020roymorgansocial Leave a comment

Original article by Eli Greenblat
The Australian – Page: 13 & 20 : 7-May-20

The Australian Securities & Investments Commission has expressed concern about a rise in day-trading activity among so-called ‘mum and dad’ investors during the coronavirus lockdown. ASIC notes that even market professionals often find it hard to time the market during volatile trading conditions, and it warns that retail investors risk incurring significant losses at a time when many cannot afford to do so. ASIC also notes that more retail investors are trading in complex investment products such as contracts for difference.

CORPORATES
AUSTRALIAN SECURITIES AND INVESTMENTS COMMISSION

Year of shame puts floats on ice

December 10, 2018roymorgansocial Leave a comment

Original article by Jonathan Shapiro, Sarah Thompson
The Australian Financial Review – Page: 1 & 18 : 10-Dec-18

Hugh Dive of Atlas Funds Management says the financial market is approaching the end of its bull run, resulting in lower-quality IPOs. Sebastian Evans of NAOS says many companies have no good reason for listing on the Australian sharemarket, and he does not anticipate an improvement in the quality of IPOs in the near-term. Meanwhile, Andrew Stevens of UBS says investors are becoming more selective with regard to IPOs. Coronado Global Resources and Viva Energy are among the recent IPOs that have underperformed.

CORPORATES
ATLAS FUNDS MANAGEMENT PTY LTD, NAOS ASSET MANAGEMENT LIMITED, UBS HOLDINGS PTY LTD, CORONADO GLOBAL RESOURCES INCORPORATED – ASX CRN, VIVA ENERGY GROUP LIMITED – ASX VEA, REDCAPE HOTEL GROUP – ASX RDC, SMILES INCLUSIVE LIMITED – ASX SIL, EVANS DIXON LIMITED – ASX ED1, BLUE SKY ALTERNATIVE INVESTMENTS LIMITED – ASX BLA, PROSPA GROUP LIMITED, RAIZ INVEST LIMITED – ASX RZI, TRIMANTIUM GROWTHOPS LIMITED – ASX TGO, RCR TOMLINSON LIMITED – ASX RCR, LATITUDE FINANCIAL PARTNERS, WOODSIDE PETROLEUM LIMITED – ASX WPL, TRANSURBAN GROUP LIMITED – ASX TCL

Wipe-out on way as Telstra, big banks tank

October 17, 2018roymorgansocial Leave a comment

Original article by James Kirby
The Australian – Page: 24 : 17-Oct-18

The dividend yields of Australian stocks that were once regarded as bond proxies is testing seven per cent, while the dividend yield across the broader sharemarket has risen to 4.45 per cent. However, the share prices of former bond proxies such as Telstra and the major banks have fallen sharply, and the loss of sharemarket value may offset any dividend gains. An increasingly competitive telco market is weighing on Telstra, while the banks face a number of headwinds, including the prospect of increased regulation and the impact of the financial services royal commission.

CORPORATES
TELSTRA CORPORATION LIMITED – ASX TLS, COMMONWEALTH BANK OF AUSTRALIA – ASX CBA, WESTPAC BANKING CORPORATION – ASX WBC, NATIONAL AUSTRALIA BANK LIMITED – ASX NAB, AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED – ASX ANZ, BENDIGO AND ADELAIDE BANK LIMITED – ASX BEN, BANK OF QUEENSLAND LIMITED – ASX BOQ, TPG TELECOM LIMITED – ASX TPM, VODAFONE AUSTRALIA LIMITED, BHP BILLITON LIMITED – ASX BHP, RIO TINTO LIMITED – ASX RIO, JB HI-FI LIMITED – ASX JBH, FINANCIAL OMBUDSMAN SERVICE LIMITED, RAMS HOME LOANS PTY LTD, SUNCORP GROUP LIMITED – ASX SUN, BANKWEST, BANK OF MELBOURNE LIMITED, HSBC AUSTRALIA HOLDINGS PTY LTD, LATITUDE FINANCIAL PARTNERS

A whiff of optimism behind PE expanders

August 28, 2018roymorgansocial Leave a comment

Original article by David Rogers
The Australian – Page: 27 : 28-Aug-18

The average forward price-earnings multiple of the 25 most expensive stocks in the S&P/ASX 300 has risen by 9.8 per cent since these companies reported their latest financial results, while the PE multiple of the indice’s 25 cheapest stocks has contracted. Jason Steed of JP Morgan has attributed the PE expansion to factors such as momentum buying, short covering, deployment of high cash balances and the recent political uncertainty. Meanwhile, Steed notes that 30 per cent of the stocks that JP Morgan covers have exceeded expectations during the August reporting season, while 28 per cent have failed to meet expectations.

CORPORATES
STANDARD AND POOR’S ASX 300 INDEX, JP MORGAN AUSTRALIA LIMITED, DOMINO’S PIZZA ENTERPRISES LIMITED – ASX DMP, MONADELPHOUS GROUP LIMITED – ASX MND, COCHLEAR LIMITED – ASX COH, COCA-COLA AMATIL LIMITED – ASX CCL, TPG TELECOM LIMITED – ASX TPM, REA GROUP LIMITED – ASX REA, MYER HOLDINGS LIMITED – ASX MYR, APA GROUP – ASX APA, CHEUNG KONG INFRASTRUCTURE HOLDINGS LIMITED, HUAWEI TECHNOLOGIES COMPANY LIMITED, ZTE CORPORATION, DEUTSCHE BANK AG

Risks making volatility an asset

July 27, 2018roymorgansocial Leave a comment

Original article by Samantha Bailey
The Australian – Page: 30 : 27-Jul-18

The prices of asset classes such as equities, bonds, commodities and real estate have risen sharply as global interest rates begin to rise from historic lows. Triple3 Partners’ chief investment officer Simon Ho says now is a good time to invest in volatility, which has been recognised as an asset class for more than a decade. Triple’s portfolio includes about $70 million worth of volatility strategies.

CORPORATES
TRIPLE THREE PARTNERS PTY LTD, TRIBECA INVESTMENT PARTNERS PTY LTD

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