Westpac Annual Result and SPP
Westpac has announced a lousy annual result, cut the dividend and announced a $2.5bn capital raising. Bank investors need to get used to it.
Why CSL's moat grows ever wider
CSL's plasma collection network is growing faster than the rest of the industry combined. That's great news for shareholders.
Coles bakes a record
Management's trying to make the numbers in the short term, but surely sales growth is a good thing? Perhaps not when it comes from rising grocery prices.
Ideas Lab: CTI Logistics
In a market obsessed by technology and growth, we present a business hit by the cycle but backed by real assets.
Vote for stability at Donaco
Donaco's chaotic and wealth-destroying previous management is attempting to roll the board. Here's how to stop them.
Downgrading United Overseas to Hold
With the stock rising above our Buy price, we're switching to Hold.
Appen: go big or go tech
Appen is at the cutting edge of AI research, but its reliance on humans could be its Achilles' heel.
Domino's: The power and the passion
Investing isn't all about fearing threats. It's about considering potential sources of upside too.
Reconsidering Webjet
With a sharply lower price and a fast growing hotels business, we re-examine Webjet.
ARB's profits to fall
We wondered when a sagging new vehicle market would hit ARB's bottom line. We now have our answer, and perhaps an opportunity.
Is Star Entertainment recession proof?
Casinos should be recession proof, but Star's changing business model means it's far from it.
Hansen & Gentrack: the weirdest trend in software
Cloud computing is taking over the world, right? Meet the industry that refuses to budge.
Flight Centre's leisure woes
Another day, another downgrade for Flight Centre. The culprit is the same: the Australian leisure division.
IPO: 360 Capital Digital Infrastructure Fund
Management's track record has piqued our interest, but the high fees suggest there are better options.
Ahmed Fahour's bad Latitude
Latitude Financial Services is the latest private equity float. If that alone doesn't scare you off, the disingenuous way Latitude is being packaged for sale certainly should.
Chorus appoints new CEO
With the business about to change dramatically, Chorus appoints a new chief.
Macquarie Telecom looks to the cloud
With two divisions - one growing slowly and one growing swiftly - a mispricing might be present at Macquarie Telecom.
Pinnacle's steep ascent
Magellan's meteoric rise has obscured Pinnacle's impressive ascent, which could have much further to go.
Is OFX's currency about to take off?
OFX sacked its CEO, is growing its roster of business clients and growing overseas. But is it enough in such a competitive industry?
Latitude IPO review coming
We're working on this consumer finance company's $4bn float and expect to publish a review of the offer on Friday 11 October.
Tabcorp: the rational bet
We've been down on Tabcorp's wagering division for years. Here's the case for optimism.
Brickworks: from great to good?
Brickworks risks morphing from an industry anomaly into a conventional brick maker. That would be a shame.
Gentrack's earnings decline ... again
Another downgrade suggests the market is harder hit than management realised.
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