Australian Equities

A Prime ASX Takeover Target in a Consolidating Telco Industry

A Prime ASX Takeover Target in a Consolidating Telco Industry

29 Aug 2024Communication, Stock Insight

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...

TAMIM Australian Equities  – Company Spotlight  – Global Data Centre Group

TAMIM Australian Equities – Company Spotlight – Global Data Centre Group

23 Aug 2024Australian Equities, Webinar Snippets

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.

TAMIM Australian Equities – Company Spotlight – Superloop

TAMIM Australian Equities – Company Spotlight – Superloop

22 Aug 2024Australian Equities, Communication, Webinar Snippets

Leading disruptive and high growth telco in consumer and wholesale markets. Possible ASX Takeover Target. Presented by Ron Shamgar, Head of Australian Equities at TAMIM Asset Management Disc: ASX: SLC is held in TAMIM Portfolios as at 25 June 2024. All investing...

TAMIM Australian Equities – Company Spotlight – Clearview Wealth

TAMIM Australian Equities – Company Spotlight – Clearview Wealth

22 Aug 2024Australian Equities, Webinar Snippets

Presented by Ron Shamgar, Head of Australian Equities at TAMIM Asset Management Disc: ASX: CVW 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.

High-Stakes Takeovers: Bapcor Turns Down Bain Capital’s Offer

High-Stakes Takeovers: Bapcor Turns Down Bain Capital’s Offer

18 Jul 2024Market Insight

Based on our recent highlights, takeovers at the smaller end of the ASX tend to avoid lengthy, drawn-out scenarios due to the simplicity of business scale and fewer regulatory hurdles. We’ve seen a number of examples within the TAMIM portfolios including Atturra's...

Is There New Life In This ASX Technology Company?

Is There New Life In This ASX Technology Company?

11 Jul 2024Stock Insight, Technology

The COVID-19 era witnessed unprecedented growth in technology stocks, fueled by government stimulus packages and historically low interest rates. This perfect storm of economic conditions created a fertile ground for a risk off attitude with tech companies a...

Is this Oversold Company A Potential Takeover Target?

Is this Oversold Company A Potential Takeover Target?

4 Jul 2024Stock Insight

The recent price decline in this company has pushed its valuation to levels that we feel not only represent an attractive entry point for long-term investors but also potentially position it as an appealing takeover target. Market inefficiencies often create these...

Will the Market Close the Gap on this Small Cap’s Valuation?

Will the Market Close the Gap on this Small Cap’s Valuation?

27 Jun 2024Stock Insight

Often the market will present an opportunity where a high quality company’s true value isn’t reflected in its share price. "In the short run, the market is a voting machine, but in the long run it is a weighing machine". A famous quote from Benjamin Graham. The quote...

Tax Loss Selling: Uncovering Hidden Gems for Patient Investors

Tax Loss Selling: Uncovering Hidden Gems for Patient Investors

24 Jun 2024Market Insight, Stock Insight

While selling at a loss to offset other gains is the obvious benefit, tax loss selling may provide additional opportunities for patient investors. Tax-loss selling is a strategy where investors sell underperforming stocks at a loss to offset capital gains from...

Striking Gold in the AI Rush: The “Picks and Shovels” ASX Strategy

Striking Gold in the AI Rush: The “Picks and Shovels” ASX Strategy

13 Jun 2024Stock Insight

As artificial intelligence (AI) hype continues to grip the investing world, an age old strategy could provide an excellent investment opportunity – the "picks and shovels" play. ​ Drawing inspiration from the California Gold Rush, where the true winners were the...

Guzman Y Gomez IPO: Fresh Ingredients, Big Ambitions, and a Lofty Price Tag

Guzman Y Gomez IPO: Fresh Ingredients, Big Ambitions, and a Lofty Price Tag

12 Jun 2024Consumer Staples, Stock Insight

One of the most highly anticipated initial public offerings (IPOs) is set to hit the ASX with fast-growing Mexican quick service restaurant (QSR) chain Guzman Y Gomez set to list on the 20th of June. IPOs on the ASX have had a mixed track record, with some companies...

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