Sample Reports | Old Reports | Not Current

Nufarm (ASX:NUF)
Special
medium
B
The good oil Shares of Nufarm (ASX:NUF) have edged higher since our last review, despite the company last week downgrading full year earnings to the lower end of guidance. The market is it seems looking past short-term weather related earnings impacts, to the company’s leverage to a powerful thematic, strengthened by recent acquisitions, and the wider value on offer. We remain positive on the company and retain a High Conviction buy rating for Members without exposure. What’s new? Nufarm (ASX:NUF) has been performing
Rio Tinto (ASX:RIO)
Core
medium
B
1Q18; not a bad result Rio Tinto (ASX:RIO) has headed into 2018 with a solid first quarter operational result ended 31 March 2018. In describing the company’s performance for the March quarter, Chief executive officer J-S Jacques stated “we delivered a solid operational performance;” an assessment we agree with. Iron ore was again the mainstay for the quarter while copper finally showed some life. Operational guidance for 2018 was left unchanged, apart from one minor downgrade.The following table shows the company’s quarterly
AMP (ASX:AMP)
Core
medium
H
The Straw that broke the Camel’s back What had been a lacklustre past year for AMP (ASX:AMP) shares become a terrible one as the “Fees for No Service” scandal unveiled during the Royal Commission become the straw that broke the camel’s back and saw a mass investor exodus, sending the stock to multi-year lows. While the issue has been another body blow for shareholders, the pressure for accelerated changes has seen a clear out at the top of the company that
Amcor (ASX:AMC)
Core
medium
B
Battling Cost Headwinds Shares of global packaging giant Amcor (ASX:AMC) have underperformed over the past year, with sharply rising input costs and lower volumes in the North American beverage business posing a headwind for profits and weighing on investment sentiment. However, the company has a strong long-term track record of generating wealth for its shareholders and remains well placed to do so in the future. There is still plenty of scope for consolidation in the fragmented packaging industry and management has been disciplined
Select Harvests (ASX:SHV)
Speculative
high
H
Improving Conditions Australia’s largest almond producer, Select Harvest (ASX:SHV), recently reported its first half 2018 results showing the company faced a tough environment in the period with weaker prices for almonds. However, recent developments look to be favourable for the company considering that the world’s largest supplier of almonds is facing headwinds from bad weather and am ongoing drought leading to rising prices. What’s New? In our previous coverage of the stock back in early February (FAT-AUS-858) we covered a few salient updates
Qantas (ASX:QAN)
Speculative
medium
H
Alan Joyce is quite the Pilot Qantas Airways (ASX:QAN) recently released its third quarter (3Q) trading update which provides additional proof of the success of its turnaround efforts with revenue growth and expectations beating pre-tax profit. Today, we take a closer look at the recent trading updates and the progress the company has made thus far. What’s new? Back in late February (FAT-AUS-862) our coverage of Qantas (ASX:QAN) was focussed on its first half (1H) results which were quite impressive and proved to
Fairfax Media (ASX:FXJ)
Speculative
high
B
Let’s get digital Shares in Fairfax Media (ASX:FXJ) have risen slightly since our last review, after a fairly subdued reaction in the wake of what we considered to be a solid half year result in late February.  Sentiment has though picked up more recently, and also as management painted an upbeat picture at a presentation last week. An accompanying trading update revealed a slight dip in revenues, although we see this being more than compensated by higher margins as the company
Woodside Petroleum (ASX:WPL)
Core
medium
B
1Q18; off to a bright start Woodside Petroleum (ASX:WPL) has released its operational activities for the first quarter ended 31 March 2018. The company reported better operational numbers for the March quarter, with Wheatstone train 1 (Woodside’s interest 13%) underpinning the quarters’ production numbers for the first time. Despite the better operational start to 2018, production guidance for 2018 remained unchanged. However, revenue for the March quarter got a real boost with both volumes and higher energy prices having a positive


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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