Skip to content Skip to sidebar Skip to footer

Newsletter

Uncategorized

Unibail-Rodamco-Westfield: A cap raise, new strategy, the situation has changed

19 October 2020 A lot has changed for URW since our first publication on 18 August. The stock had fallen 19.7% prior to Friday, 16 October 2020’s market open due to shareholders rejecting management’s massive dilution and balance sheet revamp plan. In fact, after a group of shareholders, representing 4.1% ownership in URW, released a different…

ByRussell KatzOctober 19, 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

President Jinping, BHP, Aurizon and the transformation of the world energy market.

12 October 2020 On Tuesday, 22 September 2020, President Xi Jinping of China made a significant, and slightly surprising announcement to the world at the pulpit of the United Nations General Assembly. While the speech itself was predicted, it was scheduled among other major world leader speeches, after all, the surprising bit was President…

ByMarc KennisOctober 12, 2020

Tesla Battery Day and Australia’s listed lithium producers, what happened?

30 September 2020 Telsa’s (NASDAQ:TSLA) Battery Day was supposed to be the cherry on top for the rally lithium producers have been experiencing over the last couple of years. Demand for lithium in the near-term was widely expected to be confirmed as Tesla discussed its battery technology and presented its outlook on its own…

Bysadik BhimaniSeptember 30, 2020

Investing during the Corona crisis

24 March 2020 We don’t have to tell you that for most people right now the world seems to be facing an economic and financial crisis of Biblical proportions – as Australia is not proving immune to the Corona crisis. A little over a month ago, on 20 February 2020, Australia’s ASX200 Index was at an…

ByMarc KennisMarch 24, 2020

Market trouble spots to avoid in 2020

15 January 2020 Everyone likes a good bull market, and in Australia you could say that for over a decade now we’ve been largely in bull-market mode. Following on from the Global Financial Crisis that took the S&P/ASX200 down a disastrous 54% between November 2007 and March 2009, the subsequent recovery has been interrupted by only…

ByMarc KennisJanuary 15, 2020

Investing in the Year of the Rat

12 January 2020 The new Lunar Year 2020 is the Year of the Rat. In this article we look at what investors should expect in Australia’s equity market in the course of this auspicious year. 2019, the Year of the Pig, has been a great year for investors in the ASX’s more established companies. The…

Bysadik BhimaniJanuary 12, 2020

2020, the Golden Year

12 January 2020 As we all know, when there’s trouble in the world, the price of gold naturally spikes. So, for instance, on 3 January tensions flared in the Middle East after a US airstrike killed the Iranian general Qasem Soleimani. Suddenly spot gold was 2.6% higher at US$1,569 an ounce. To the uninitiated this…

Bysadik BhimaniJanuary 12, 2020