GPT and Dexus: ringing the bell?
They say nobody rings a bell at the top of the market. That might be true, but capital raisings from these three property trusts give food for thought.
Platinum Asset Management and base rate neglect
'Faced with the choice between changing one's mind and proving that there is no need to do so, almost everyone gets busy on the proof,' said JK Galbraith. We're doing the opposite with Platinum.
Coles takes a knife to costs
Coles' Investor Day contained few revelations. Cost-cutting should help prevent a margin squeeze, but will differentiated store formats lift sales?
Ideas Lab: No sugar coating for EBOS
You've probably never heard of this healthcare stock, despite its size and significance - but it carries some big risks as well.
LiveTiles: A cultural analysis
Our latest series on the changing investing landscape highlighted culture as a key area. John Addis puts a fledgling software business to the test.
Has AGL jumped the shark?
Lunacy or logic? AGL's bid for Vocus may say more about its troubles than reveal an opportunity.
Learning Trade Me's lessons
Investing failures can teach you a great deal, but so can successes. Here's what to take away from five years of Buy recommendations on Trade Me.
Link stumbles but remains strong
Short-term expectations have been slashed. But this is a high-quality company with decent long-term growth prospects.
Oil Search: changing the rules
A surprise change of government in Papua New Guinea has played havoc with Oil Search's share price. Is this our chance?
Virtus Health's share price rises
With Virtus's share price ticking upward, we're downgrading to Hold.
7 insights from our visit to United Overseas
We headed over to the United Overseas Australia annual general meeting in Kuala Lumpur. Here's what we learned.
Audinate raises $20m
The audio networking company has raised $20m in an institutional placement, with a $4m SPP to follow, to accelerate its growth plans.
Taking stock of News Corp
After a long period of lacklustre returns from News Corp, we've come to a more sober assessment of its prospects over the next five years.
New Hope: price and prejudice
New Hope's share price reflects pessimism that is not warranted by operating numbers.
Tough love for Soul Patts
After rapid falls in its share price, is value returning to this star performer?
F&P Healthcare: Result 2019
A slowdown in mask sales has overshadowed solid revenue growth from hospitals.
Thorn Group: Result 2019
This was another awful result, but Thorn is being pushed to change by its bankers and shareholders
Mirvac readies for expansion
Boom-time conditions have brought about boom-time share prices for office landlords like Mirvac. Management is using the opportunity to raise fresh capital.
Tabcorp: the only race worth watching
Is an exploding marketing budget here to stay or does it mask Tabcorp's true earning power?
Audinate founder appointed as CEO
The appointment of Aidan Williams as chief executive hits all the right notes.
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