On Monday December 22, the ASX quarterly rebalance will be effective. Stocks will be promoted into new indices, while others will be demoted. It is important to note from the outset the June and December rebalances only involve the ASX 50, ASX 100 and ASX 200 indices whilst the March and September rebalances also involve…
Real Estate
National Storage REIT (ASX: NSR) surged to a record high this week after agreeing to an A$4 billion takeover from Brookfield and Singapore sovereign wealth fund GIC. The buyers are offering A$2.86 in cash for each security, which values the company, the biggest self-storage operator in Australia and New Zealand, at A$6.7 billion including debt.…
Centuria Industrial REIT's Latest Distribution
Centuria Industrial REIT (ASX: CIP) has announced a distribution of 4.2 cents per unit for the quarter ending December 31. What caught our attention isn't just the steady payout; it's the context around it. The REIT has kept its distribution reinvestment plan (DRP) suspended while running an active buyback program.…
Hear the term 'Activist investors' and you might think of GetUp, the progressive activist group that forced Woolworths to hold an EGM in 2014 in an attempt to limit the maximum bets on poker machines to $1. Or perhaps even of ESG-focused fundies like Australian Ethical (ASX:AEF). The reality is a lot more complicated and…
Founded in 1972, Mirvac (ASX:MGR) is Australia's largest listed developer of residential, commercial and industrial property. Arguably, it is one of the most unique, being the first in Australia to be "carbon positive" and the first on the ASX to offer Built to Rent (BTR) apartments. But it has never reached its pre-pandemic highs.
Last time…
It is a tough time to be a construction company, but Maas Group (ASX:MGH) hasn't fared that bad all things considered. This company, which is roughly double its IPO price, recorded another good FY25 result, and investors took note of it. But the company is still very reasonably priced.
What are the Best stocks to invest…
Each reporting season, we like to recap some of the best annual results on the ASX and some of the worst as well. Amidst all the companies, it is easy for investors to get lost amidst the mire of information. And so we like to single out particular companies that impressed and others that did…
With the RBA having delivered another rate cut (the 3rd of the current cycle), we would imagine investors are thinking about what ASX stocks to buy after rate cuts. There are plenty of sectors that will benefit including REITs and other property stocks, small and micro-caps generally, construction stocks, technology and consumer discretionary.
But this only…
ASX Reporting Season is almost upon us once again. It is the most important time of the year for investors, a time many reconsider if their thesis still holds, many choose to buy into a stock or sell, some will receive dividends (either expectedly or unexpectedly) whilst others will be disappointed. While you may not…
Have you ever heard the term Dogs of the ASX? It can either allude to the worst stocks in the ASX generally, or perhaps the investment strategy of buying these worst performing shares at the start of a new year (either a calendar or financial year), thinking they will rebound.
Many will be considering this strategy,…
