Newsletter

Large Caps

AMP Limited: Breaking up is the best thing to do

5 November 2020 When we rated AMP four stars back on 4 September 2020, we placed a fairly significant requirement that the company was sold, either in pieces or in a single sale. We stand by our analysis today and sincerely believe that AMP management has so thoroughly destroyed its brand that if the company is…

ByadminNovember 5, 2020

Bank of Queensland: On the road to recovery

27 October 2020 Since our four-star rating back in March, a lot has gone right for the Bank of Queensland (ASX: BOQ). Back then we felt the company had taken too much of a beating when it seemed things were starting to turn around and the FY20 results proved us right. While statutory profit declined 61%…

ByMarc KennisOctober 27, 2020

The New Zealand one-way bubble, a symbolic victory for Qantas that changes nothing

17 October 2020 On 16 October 2020, around 350 passengers across three commercial flights from New Zealand touched down in Sydney. Only in 2020 would this be considered significant as these passengers did not have to go through any quarantine period. However, before investors cry havoc and release the bulls of the market on Qantas Airways…

ByMarc KennisOctober 17, 2020