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Showing 31 - 40 of 281 results for "Reporting season"

Lonsec upgrades Flinders fund

EMMA RAPAPORT  |  THURSDAY, 16 MAR 2017
... Macdougall to be highly experienced and relevant in the small and microcap space. "We have been very busy with reporting season so it was great to see the ratings upgrade, as it's a real recognition for all the hard work that has been put in to getting ...

Value investors facing short-term headwinds

KARREN VERGARA  |  THURSDAY, 2 MAR 2017
Value investors are facing a number of challenges in the short-term, particularly during reporting season where they have to be more discerning about the quality of earnings reported. Perennial Value Management managing director John Murray said stocks ...

Return to value-based investing on horizon

JAMIE WILLIAMSON  |  FRIDAY, 2 DEC 2016
... globally and with potentially a lot more weakness in them to arise. "It's interesting that the recent August reporting season in Australia saw defensive stocks underperform. Add in the fact that investors may simply exit these largely expensive defensive ...

Value stocks at inflection point: Perennial

DARREN SNYDER  |  TUESDAY, 20 SEP 2016
... including more investment in infrastructure, and expensive stocks becoming overcrowded. Murray said the latest reporting season showed several defensive stocks were underperforming, also another trigger for value. Perennial senior portfolio manager Stephen ...

A-REITs will have to work harder in 2017

DARREN SNYDER  |  TUESDAY, 13 SEP 2016
Real estate fund manager Folkestone says several positives came out of the A-REIT reporting season and 2017 will present challenges to maintain the investment vehicle's strong returns. Folkestone's latest analysis shows A-REITs returned 26% in the year ...

Top companies still in the dark on ESG

DARREN SNYDER  |  THURSDAY, 2 JUN 2016
... manage increased scrutiny from institutional investors and shareholder activists. "In the lead up to the 2016 reporting season where ESG disclosures will sit squarely on the radar of proxy advisors and shareholder activists, we are encouraging boards ...

Confused environment leads to Aussie stock volatility

DARREN SNYDER  |  THURSDAY, 10 MAR 2016
... with a dominant passive style of investment management, explains volatile Australian stock prices during the reporting season. This is the view of Avoca Investment Management portfolio manager John Campbell, who told a briefing in Sydney yesterday that ...

AIRA calls for fast-tracked reporting season announcements

MARK SMITH  |  MONDAY, 23 NOV 2015
... trading commences. This is a critical period of the day, and some companies experienced delays in the latest reporting season. "The survey also showed that 90% of those surveyed received acknowledgement of receipt back from the ASX within 20 minutes. ...

Insurance premiums should be questioned

DARREN SNYDER  |  FRIDAY, 9 OCT 2015
... executive Russell Cain said top life insurers such as AMP, TAL, ClearView and ANZ all posted strong profits during reporting season and have little reason to be crying poor about business being unsustainable. "If life insurers do have a sustainability ...

Asia: Between fortune and fate

LAURA MILLAN  |  WEDNESDAY, 26 AUG 2015
... of improvement we will be very disappointed," he says. Pearce adds that the fund will wait until the earnings reporting season is over "and then we will reassess." But to Energy Super chief executive Robyn Petrou, exposure to Asia is mandatory and the ...