Stock Take - The value of brands, Tabcorp, AMP and small caps are back
Join the team (minus Gaurav, plus John) as they ponder the value of brands, including how to build them (ARB) and how to destroy them (Yes, AMP). Plus a sweep of the online gambling landscape and what's driving the small cap rebound.
Spring house cleaning
We're reaching for the dusters, ending coverage of a number of stocks so we can bring you more opportunities.
AMP has a mountain to climb
To say AMP's turnaround will be difficult is an understatement. Why take the risk, wonders Rakesh Tummala.
Banks escape the worst of Hayne pain
The Royal Commission's recommendations should have a minimal long-term impact for the banks, but prospects are more uncertain for wealth managers.
AMP's weaker core
The troubled wealth manager has cut its final dividend and expects a weak full-year result for 2018. But that's less important than the performance of its core divisions.
AMP's uncertain wealth - Part 2
There's plenty of value in AMP's banking and funds management businesses and its range of investments. It'll be up to the new management team to get the most out of it.
AMP's uncertain wealth - Part 1
The business model is under threat, but the quality of its businesses provides reasons for optimism.
AMP offloads non-core assets
AMP is finally selling its life, NZ and mature businesses, but weak flows shows challenges remain for its wealth division.
AMP: interim result 2018
We'd been warned what to expect, but this wealth manager's interim result still made ugly reading.
AMP: Result 2017
There were bits to like in this wealth giant's latest result, but the core advice business continues to struggle.
AMP: Interim result 2017
AMP has reported a steady result, but its share buyback has been paused following a sharp fall in surplus capital.
AMP: Result 2016
The wealth giant's life insurance division produced a terrible result, as expected, and there are some worrying signs in its wealth management business.
AMP on the rocks
It's been one-way traffic for AMP over the past year - and it's been in the wrong direction.
AMP: 2015 result
The Australian wealth manager has been playing the long game in China, and it's beginning to pay off.
AMP hears competition's roar
AMP’s iconic brand belies a business struggling to deal with a more competitive market and actuarial accuracy, explains Nathan Bell.
AMP: Setting up for failure?
Do AMP’s ambitions exceed its capabilities? History suggests they may. It's time to get out. Greg Hoffman explains why.
AMP: A case study in (the perils of) valuation, Pt II
AMP's shareholders have a right to be angry and confused. Angry at the board's lack of accountability and confused because the company stands at a strategic inflection point.
AMP: A case study in (the perils of) valuation, Pt I
With a potential ‘company transforming deal’ on the table, the time seems right to re-examine AMP; a stock we’ve – thankfully – left on the shelf for several years.
20 Aug 09 - Reporting wrap
A deluge of blue chip companies has reported today, and a couple of tiddlers.
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