Sample Reports | Old Reports | Not Current

Moa Group (NZX:MOA)
Speculative
high
H
Building Bridges Kiwi listed Craft Brewer, Moa Group (NZX:MOA) is starting off the new fiscal year ready to pounce, with the launch of a new joint sales venture with Constellation Brands to replace its sales arrangement with ParrotDog which ended last November. FY18 numbers were weaker as a result, though the company did make headway into China while ramping up investments in the region. What’s new? In our last coverage of the brewer back in January, we took a look at the company’s
Domain Group Holdings (ASX:DHG)
Speculative
high
B
Digital will Drive Growth Domain Holding Australia’s (ASX:DHG) very brief update for the first 17 weeks of the second half of fiscal 2018 showed continued revenue momentum. That comes on the heels of a solid set of interim numbers, its maiden result as a standalone entity following last year’s demerger from Fairfax Media. Recent M&A activity abroad also highlights the attractiveness of Domain in our view. We retain our buy rating. Last month the UK online real estate portal owner ZPG agreed
Mantra Group (ASX:MTR)
Special
medium
S
Takeover complete The curtain has come down on the listed life of Mantra Group (ASX:MTR), with the company receiving the remaining approvals needed for the takeover by the French hotel chain Accor. Shareholders voted in favour of the Scheme of Arrangement last month, while Federal Court approval was also secured. The shares were delisted last week with the scheme consideration of $3.80 per share paid to shareholders. A full franked special dividend of $0.16 per share has also been distributed. The transaction has been
ANZ Banking Group (ASX:ANZ)
Core
medium
B
From Headwinds to a Storm Australian banks have been under severe scrutiny over the past year or so and that has intensified in recent months as the ongoing Royal Commission has revealed instances of bad behaviour across the industry. Even so, news that alleged criminal ‘cartel’ charges are being laid against ANZ, Deutsche Bank and Citigroup has sent further shockwaves through the industry and grabbed headlines. Despite this the impact on ANZ shares yesterday was marginal and has been muted again today.
Elders (ASX:ELD)
Speculative
high
B
Scoring points Sentiment towards Elders (ASX:ELD) has been buoyant since our last review, with the shares rallying around 15% over the past six weeks to reach an eight-year high. Investors have been encouraged by a strong half year result, with benefits from management’s Eight Point Plan continuing to flow. Strong wool and sheep prices, a weaker Australian dollar, and the prospect of M&A activity have added to the positive mix. The shares have clearly performed strongly since our initial and recent buys,
Gold Road Resources (ASX:GOR)
Speculative
high
B
Proving up the south With an understanding of what to look for from exploring the northern Yamarna Belt, Gold Road Resources (ASX:GOR) has had its first success since regaining a full interest in the southern Yamarna Belt. Since returning to the south, the company has been focussed on the Smokebush and Wanderrie gold camps. The first drill programmes by the company at both camps did intersect high-grade gold. In the meantime, the Gruyere development (Gold Road’s interest 50%) progresses toward commercial
Silver Chef (ASX:SIV)
Special
medium
H
Restructuring Progress Shares in equipment financier Silver Chef (ASX:SIV) have recovered somewhat since our last update, after the company dropped out of the ASX300, causing benchmark-aware funds to reduce their holdings. Since then, management have provided updates on their plans to strengthen the core hospitality business by securing sources of funding, along with additional commentary on the efforts to exit the problematic GoGetta business. What’s New? In our previous coverage of Silver Chef in March (FAT-AUS-866), we provided our view on the company’s
Sunland Group (ASX:SDG)
Speculative
medium
H
Building Up a Strong Start Interim results from Brisbane-based property developer, Sunland (ASX:SDG) marked a strong start for the fiscal year with net profits surging fourfold due to completed projects reporting significant settlement numbers. We also take a look at an update on one of the company’s pipeline projects which has encountered some legal issues. What’s New? In our previous coverage of the property developer back on November (FAT-AUS-850) we took a look at the company’s FY2017 financial results which showed a solid


About these archived stock reports

These are archived Fat Prophets equity research stock reports and share analysis. They do not constitute current investment advice, financial product advice, or a recommendation to buy, sell or hold any financial product. They are provided for historical reference only, and reflect the market conditions, company information, forecasts and opinions available at its original publication date. The information may no longer be current or applicable. Past performance is not a reliable indicator of future performance.

This is general information only and does not take into account your objectives, financial situation or needs. Before acting on anything in this report, you should consider its appropriateness to your circumstances and seek advice from a licensed financial adviser.

DISCLAIMER Fat Prophets has made every effort to ensure the reliability of the views and recommendations expressed in the reports published on its websites. Fat Prophets research is based upon information known to us or which was obtained from sources which we believed to be reliable and accurate at time of publication. However, like the markets, we are not perfect. This report is prepared for general information only, and as such, the specific needs, investment objectives or financial situation of any particular user have not been taken into consideration. Individuals should therefore discuss, with their financial planner or advisor, the merits of each recommendation for their own specific circumstances and realise that not all investments will be appropriate for all subscribers. To the extent permitted by law, Fat Prophets and its employees, agents and authorised representatives exclude all liability for any loss or damage (including indirect, special, or consequential loss or damage) arising from the use of, or reliance on, any information within the report whether or not caused by any negligent act or omission. If the law prohibits the exclusion of such liability, Fat Prophets hereby limits its liability, to the extent permitted by law, to the resupply of the said information or the cost of the said resupply.

Funds Management – In addition to the listed fund FPC, Fat Prophets Pty Ltd manages the separately managed accounts, namely Concentrated Australian Shares, Australian Shares Income, Small Midcap, Global Opportunities, Mining & Resources, and Asian Shares. These SMAs are managed under their own mandates by the fund managers, and this is independent to the research reports.

Staff trading – Fat Prophets Pty Ltd, its directors, employees and associates of Fat Prophets may hold interests in many ASX-listed Australian companies which may or may not be mentioned or recommended in the Fat Prophets newsletter. These positions may change at any time, without notice. To manage the conflict between personal dealing and newsletter recommendations the directors, employees, and associates of Fat Prophets Pty Ltd cannot knowingly trade in a stock 48 hours either side of a buy or sell recommendation being made in the Fat Prophets newsletter. Staff trades are pre-approved by an appointed staff trading compliance officer to ensure compliance with the staff trading policy.

For positions that directors and/or associates of the Fat Prophets group of companies currently hold in, please click here.

Agree to Fat Prophets Terms and Conditions to Access

This legacy Fat Prophets content is provided for transparency and educational or historical reference only. It reflects the information, market conditions, opinions, and analysis available at the time of publication and may no longer be current or applicable. It should not be relied upon as current investment advice.

By clicking “I Agree”, you confirm that you have read, understood and fully agree to the Fat Prophets Terms and Conditions, including the Limitation of Liability.

Fat Prophets Logo

Stock Disclosure

ASX- Listed Australian Stocks:
29M.AU, ANN.AU, ANZ.AU, BPT.AU, BWP.AU, CKF.AU, CBA.AU, EVN.AU, FID.AU, FMG.AU, GOR.AU, GMG.AU, GNC.AU, HUB.AU, ILU.AU, IGO.AU, JHX.AU, MGR.AU, NAB.AU, PAR.AU, QBE.AU, RRL.AU, S32.AU, SBM.AU, TLS.AU, TUA.AU, WES.AU, WBC.AU, WHC.AU, XRO.AUX, AGL.AX, AMC.AX, BHP.AX, CSL.AX, DMP.AX, GDG.AX, WIRE.AX, ATOM.AX, MQG.AX, NIC.AX, NST.AX, ORI.AX, PDN.AX, RMS.AX, RPL.AX, SFR.AX, STO.AX, SUN.AX, VAU.AX, WTC.AX, WDS.AX, GMD.AX, CSC.AX, RIO.AX, GTK.AX, SPK.AX & NEM.AX

International Stocks:
BIDU.CN, 9888.CN, 1211.CN, 268.CN, 3690.HK, 1818.HK, 9618.CN, ENX.FR, BT.A.GB, GENI.GB, FRES.GB, 9988.HK, 2282.HK, 700.HK, 1128.HK, 1876.HK, 8750, 7011.T, 8306.JP, 8031.T, 8411.T, 3994.T, 7974.T, 8604.JP, 8308, 6758.JP, 8316.JP, 8331.T, JP.8308, HEM.SE, GRAB.SG, BABA.K, GOOG.US, AAPL.US, CDE.US, CPNG.K, FLTRF.L, SIL, URA, BZ.O, MSFT.US, SBSW.K, 2840.HK, TME, GDX, GDXJ.US, YUMC.K, Z.O, IMPUY & ANGPY