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At TAMIM, we’re dedicated to empowering investors with knowledge to effectively manage their retirement futures. Our Market and Stock Insights cover various segments to keep you updated on the latest trends, strategies, and news affecting your investments. Explore our wealth of insights across different categories to stay ahead in the evolving landscape of investments.
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This week we continue with the Talking Top Twenty series by rounding out the Big 4 banks, looking at National Australia Bank (NAB.ASX) and Australia and New Zealand Banking Group (ANZ.ASX). Talking Top Twenty: Commonwealth Bank (CBA.ASX) & Westpac (WBC.ASX) To... This week we will be visiting the world of semiconductors and looking at why the equipment providers may be a compelling way to gain exposure to the sector. We are currently in the midst of a massive global shortage of semiconductors at a time when demand is... This week we look at a contracting company that provides infrastructure services to the energy industry. The company should also be well positioned to benefit from the shift toward clean energy. Contracting companies typically trade at low multiples due to their low... This week we would like to look at the commodities market. This is a fascinating topic in a world coming out of a global pandemic, in the midst of a “Green Transition” and tackling exacerbated income inequalities. Toss into this mix the context of Russian sanctions.... This week Ron Shamgar takes a look at an expanding healthcare services company that has traded well despite a tough operating period; a stock that could also potentially be interesting from an M&A perspective. Author: Ron Shamgar Monash IVF Group (MVF.ASX) MVF is... This week we continue with our examination of the news flow that has been rocking markets. We find it interesting that the headlines have inextricably linked the latest burst in inflation and energy prices squarely with the Russia-Ukraine escalation story. However,... With reporting season now over, investors can take the time to review the results. Stocks will often take time to rerate after the release of a good result as they can get lost amongst hundreds of others. This week we will talk about IGL’s results and why we believe... This week we revisit the topic of Russia and the escalation in sanctions by the West. In particular we want to talk about the oft heard about but little known SWIFT system through which some of these sanctions are being imposed, the implications for broader markets... This week we will continue looking at reporting season with a look at two companies that saw challenging trading conditions in the half as a result of Covid-19 impacts and explain why their outlook for FY22 is strong. Many companies saw tougher trading conditions but...
Talking Top Twenty: National Australia Bank (NAB.ASX) & ANZ (ANZ.ASX)
The Semiconductor Stock Behind Your Semiconductor Stock
1 Stock for the Energy Infrastructure Overhaul
Commodities: An Abundance of Policy Missteps
1 Healthcare Company Making the Magic Happen
Inflation: An Oily Issue
Reporting Season: IVE Group (IGL.ASX) & Capitol Health (CAJ.ASX)
SWIFT Retribution: Russian Sanctions & What It Means
Reporting Season: Probiotec (PBP.ASX) & Healthia (HLA.ASX)
This week we continue with the Talking Top Twenty series by rounding out the Big 4 banks, looking at National Australia Bank (NAB.ASX) and Australia and New Zealand Banking Group (ANZ.ASX). Talking Top Twenty: Commonwealth Bank (CBA.ASX) & Westpac (WBC.ASX) To... This week we will be visiting the world of semiconductors and looking at why the equipment providers may be a compelling way to gain exposure to the sector. We are currently in the midst of a massive global shortage of semiconductors at a time when demand is... This week we look at a contracting company that provides infrastructure services to the energy industry. The company should also be well positioned to benefit from the shift toward clean energy. Contracting companies typically trade at low multiples due to their low... This week we would like to look at the commodities market. This is a fascinating topic in a world coming out of a global pandemic, in the midst of a “Green Transition” and tackling exacerbated income inequalities. Toss into this mix the context of Russian sanctions.... This week Ron Shamgar takes a look at an expanding healthcare services company that has traded well despite a tough operating period; a stock that could also potentially be interesting from an M&A perspective. Author: Ron Shamgar Monash IVF Group (MVF.ASX) MVF is... This week we continue with our examination of the news flow that has been rocking markets. We find it interesting that the headlines have inextricably linked the latest burst in inflation and energy prices squarely with the Russia-Ukraine escalation story. However,... With reporting season now over, investors can take the time to review the results. Stocks will often take time to rerate after the release of a good result as they can get lost amongst hundreds of others. This week we will talk about IGL’s results and why we believe... This week we revisit the topic of Russia and the escalation in sanctions by the West. In particular we want to talk about the oft heard about but little known SWIFT system through which some of these sanctions are being imposed, the implications for broader markets... This week we will continue looking at reporting season with a look at two companies that saw challenging trading conditions in the half as a result of Covid-19 impacts and explain why their outlook for FY22 is strong. Many companies saw tougher trading conditions but...
Talking Top Twenty: National Australia Bank (NAB.ASX) & ANZ (ANZ.ASX)
The Semiconductor Stock Behind Your Semiconductor Stock
1 Stock for the Energy Infrastructure Overhaul
Commodities: An Abundance of Policy Missteps
1 Healthcare Company Making the Magic Happen
Inflation: An Oily Issue
Reporting Season: IVE Group (IGL.ASX) & Capitol Health (CAJ.ASX)
SWIFT Retribution: Russian Sanctions & What It Means
Reporting Season: Probiotec (PBP.ASX) & Healthia (HLA.ASX)
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About TAMIM Asset Management
TAMIM Asset Management is a boutique investment firm that provides a variety of investment solutions tailored to our clients’ needs, with a commitment to safeguarding their wealth. At TAMIM we delivering expert solutions across equities, property & credit
Stay Informed with TAMIM Stock Insights
TAMIM Asset Management provides market and stock insights for general information to help you understand our investment approach. Any financial information we provide is not advice, has not considered your personal situation, and may not be suitable for you.