The appeal of global addressable markets and sheer size of growth has drawn many ASX listed companies into di-worse-ification overseas. Australian companies have faced significant challenges in their attempts to expand globally, including underestimating local market...
Australian Equities
Two ASX Small Caps Reporting Strong Performance, Poised for Future Growth and Innovation
While March results and the subsequent reporting in April/May are quite subdued compared to the chaos of earlier months, we are still subject to a number of high quality companies reporting their earnings. Last week, two of the TAMIM holdings reported impressive...
Budget Beneficiaries: The ASX Winners from the 2024-2025 Budget
Last week's 2024-2025 Federal Budget marked the Labor government's second surplus since taking power in 2022. The $9.3 billion surplus underscores Australia's economic resilience, with the country held up by the mining sector and selling houses to each other....
Navigating Takeovers: Lessons from Recent M&A Activity
Headlines in local financial news have recently featured stories of takeovers, mergers, and acquisitions. The beginning of this decade, marked by a significant downturn, has led to an economic cycle ripe with such activities. This bustling environment presents rich...
When Boring Is Beautiful on the ASX
While flashy industries and businesses often capture the imagination of investors, it's the understated, "boring" businesses that often form the backbone of solid portfolios. These companies may not make headlines, but their stable, predictable revenue streams and...
AI Real Estate and the Importance of Data Centres
In the early days of the internet, scepticism swirled around the notion of a global network connecting computers. People questioned its reliability, its security, and even its purpose. Yet, as history unfolded, the internet proved to be a transformative force beyond...
Step Up Step One
Predicting style and fashion trends is as challenging as forecasting Melbourne’s weather or expertly timing the market. While style shifts rapidly, materials evolve more slowly. However, when a material proves cost-effective, appealing, comfortable, and accessible, it...
Shining a Spotlight On Two Resilient ASX Retailers
Whether it be sport, business, investing or entertainment - we love a story of success in the face of adversity. Take Leicester City Football Club's improbable Premier League title win in the 2015-2016 season as a prime example of winning against all odds. Leicester's...
Stock Spotlight: Superloop Ltd (ASX: SLC)
Stock Spotlight: Superloop Ltd (ASX: SLC) 25/3/2024 The NBN/Connectivity market is high in competition and concentration. According to the ACCC's latest NBN Wholesale Market Indicators Report, smaller providers such as Superloop (ASX: SLC), Aussie Broadband (ASX: ABB)...
Tech Talk: WAAAX Off, Task On
While international headlines have been dominated by the "magnificent seven," the ASX has previously harboured its own notable tech stocks encapsulated within the WAAAX acronym. The WAAAX group, composed of WiseTech Global (ASX: WTC), Afterpay, Altium (ASX: ALU),...
Second-Level Thinking: Benefiting from the Rebound of ASX Retail Stocks
The Australian consumer has navigated a complex landscape over the past 12-18 months. Grappling with the repercussions of a post-pandemic surge in inflation, the Reserve Bank of Australia has raised interest rates 13 times since May 2022 with the current cash rate...
Biden vs Trump: Shaping Your Portfolio for the U.S. Presidential Outcome
As Super Tuesday's results and Nikki Haley’s exit from the Republican primary race, the stage looks set for a 2024 U.S. Presidential election rematch between the incumbent Joe Biden and former President Donald Trump. With rumblings from various European leaders about...