Today
- Opinion
- Opinion
Lynas now a serious global player
Lynas Corporation is positioning itself to become the world's largest Western supplier of rare earths to the US military. Its latest capital raising will fund a de-risking of the business.
- Tony Boyd
Yesterday
- Opinion
- Opinion
What we learnt: COVID-19 clouds property outlook
BlueScope says it can win from COVID-related shifts in residential construction. GWA is bracing for housing weakness. It's a puzzle for investors to solve.
- Updated
- James Thomson
- Opinion
- Opinion
Delayed downturn to test quality of JB Hi-Fi and Kogan
Strong results from JB Hi-Fi and Kogan.com helped justify their surging share prices. But the delayed downturn in spending will test them.
- Updated
- James Thomson
- Opinion
- Opinion
Bendigo's fortunes rest with consultants
Bendigo and Adelaide Bank is strongly capitalised and winning market share in mortgages. But its multi-year turnaround strategy will involve several years of poor returns for shareholders.
- Tony Boyd
This Month
- Opinion
- Investing
How this fundie thinks outside the box
Dimensional Fund Advisors has been flying below the radar for decades. But its approach to investing and distributions are proving right for the times.
- Tony Boyd
- Opinion
- Opinion
NAB bankers feeling the COVID-19 pain
Chief executive Ross McEwan has talked about the psychological impact on staff and customers in Melbourne because of the second lockdown.
- Tony Boyd
- Opinion
- Opinion
What we learnt: Profit season’s early buzzword
It hasn’t taken long for the buzzword of the August 2020 profit season to become clear. All companies want to claim it, but not every ASX company has as much of it as claimed.
- James Thomson
- Opinion
- Opinion
AGL pulls the dividend lever
The energy provider warned the market several months ago it was facing headwinds, but the message did not seem to get through.
- Tony Boyd
- Opinion
- Opinion
How Solly Lew won big in COVID-19
Solomon Lew's Premier Investments looks like it could emerge from the coronavirus crisis in better shape than it went in.
- James Thomson
- Opinion
- Opinion
Telstra is still a yield play
Telstra's profit caused a sell-off in the sharemarket but its status as a reliable dividend payer is likely to be preserved.
- Tony Boyd
- Opinion
- Opinion
Culture and virus overshadow AMP's slow rescue
CEO Francesco De Ferrari insists he's making progress on his group turnaround. But cultural controversies are making that progress hard to see.
- James Thomson
- Opinion
- Opinion
CBA's $1b culture dividend
There is a lot riding on the successful completion of Commonwealth Bank of Australia's cultural change program. If successful it will release about $1 billion in capital.
- Tony Boyd
- Opinion
- Opinion
Magellan's twin wealth builders
Hamish Douglass at Magellan Financial Group keeps coming up with new ways to grow funds under management. His latest bold move will disrupt his core business.
- Tony Boyd
- Opinion
- Opinion
What we learnt: Beware COVID-19 cost-cutting boasts
Seek, Transurban and Computershare are determined not to weaken their business for the post-COVID-19 recovery.
- James Thomson
- Opinion
- Opinion
CBA’s dividend shows its strength and power
COVID-19 may have made a mess of the world but with its better than expected dividend, Commonwealth Bank is saying it's in great shape.
- James Thomson
- Opinion
- Opinion
Challenger's international push after year to forget
Retirement income specialist Challenger is talking up its business in Japan and the United Kingdom following a year that delivered its worst profit in 11 years.
- Tony Boyd
- Opinion
- Opinion
Telstra Ventures thrives under pandemic's need for speed
Having taken the refreshingly bold step of putting 32-year-old entrepreneur Bridget Loudon on its board, telco giant Telstra won’t need to look very far if it wants to find some more tech talent for its director ranks.
- James Thomson
- Opinion
- Opinion
Sydney Airport shares COVID-19 pain the right way
Shareholders, tenants and staff will need to take their portion of the bitter medicine required to get through the aviation industry's recovery.
- James Thomson
- Opinion
- Opinion
The case to reset the NBN business model
NBN Co's latest profit result shows a business in good shape and more than capable of making its extraordinary COVID-19 data concessions a permanent feature.
- Tony Boyd
- Opinion
- Opinion
ASIC finally lets Brenner separate personal and business
Having protested her innocence against personal misconduct suggestions, the former AMP chairman's name has been cleared after two years living under a cloud.
- James Thomson
