In the final instalment of our series, we highlight Racing and Sports [(RAS Technology Holdings Ltd (ASX: RTH)], an ASX-listed company that is carving out a formidable presence in the racing and sports wagering sector. This article follows Parts 1 and 2, where we...
ASX Small Cap
The Gambling Industry Part 2: ASX Small-Caps to Watch
In Part 2 of our series on trends within the Australian and global gambling industry, we explore two standout small-cap ASX stocks - BlueBet Holdings Limited and PointsBet - that have demonstrated significant potential in a consolidating market. Their impressive...
Will the RBA’s Surcharge Ban Shake Up ASX Payment Sector Stocks?
The Reserve Bank of Australia (RBA) has recently proposed a ban on surcharging for debit card transactions, a move that could reshape the landscape for Australia’s payments sector. This proposal, currently under a review phase expected to last six to nine months, aims...
Ruminating on Asset Allocation: Combining Australian Equities and Private Debt for Balanced Growth and Income
When constructing an investment portfolio, one of the most important decisions is asset allocation - the process of determining how much of each asset class to include. This decision significantly influences the portfolio’s performance and how it responds to both...
Three ASX Stocks Primed for Strong FY25 Performance
We explore three companies across various industries that have demonstrated strong growth potential through their financial performance, market positioning, and strategic initiatives as they exited FY24. This blog highlights three companies—Humm Group, Praemium, and...
Unlocking AI’s Potential: Two Profitable ASX Growth Stocks Leading the Way (Part 2)
As Artificial Intelligence (AI) reshapes industries globally, Australian companies like AI Media (ASX: AIM) are leveraging AI to transform their business models and drive growth. The Australian market is poised to benefit from AI's projected $315 billion contribution...
Unlocking AI’s Potential: Two Profitable ASX Growth Stocks Leading the Way (Part 1)
Artificial Intelligence (AI) is no longer just a futuristic concept; it is reshaping industries across the globe, creating massive opportunities for businesses that can harness its potential. From automating complex processes to driving new innovations in data...
EML Payments (ASX: EML) – A Turnaround in Progress: What FY24 Results Mean for the Future
EML Payments Limited (ASX: EML), a global leader in payments solutions, is in the midst of a strategic overhaul. With the release of its FY24 results and a thorough investor briefing, EML is making significant strides toward a brighter future. The company’s focus on...
Strategic Moves Fueling Impressive Growth in these Two ASX Small Caps
As the reporting season draws to a close, it's understandable if you're holding your breath as some companies delay releasing potentially lacklustre results.' While not every report can be a winner, we believe the last few weeks had two further standout performers in...
A Prime ASX Takeover Target in a Consolidating Telco Industry
Identifying undervalued assets ripe for acquisition can provide significant opportunities for sophisticated investors. Could one such opportunity be Comms Group (ASX: CCG)? CCG is a small telecommunications company operating primarily in Australia and the Asia Pacific...
Two Small Caps Make a Strong Statement with FY24 Earnings
Despite a challenging start to earnings season for some businesses, two small caps in the TAMIM portfolio have delivered strong performances. Standout performances from Centrepoint Alliance Limited (ASX: CAF) as well as the continued growth and performance from the...
TAMIM Australian Equities – Company Spotlight – Global Data Centre Group
ASX AI thematic play with this data centre investment company. See why we took a position? Disc: ASX: GDC is held in TAMIM Portfolios as at 25 June 2024. All investing entails risk - please read disclaimer on our website for more details - www.tamim.com.au.