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Research Note - Rise of the Cashless Economy
- Review
- June 3, 2020
Is this the most hated company on the ASX?
- Review
- August 16, 2019
Does Paypal’s entry into the BNPL space mean trouble for Afterpay?
- Review
- September 1, 2020
Latest Articles
Travel and tourism shares to buy ahead of The Great Reopening
Ahead of The Great Reopening – terms and conditions apply – investors pre-emptively have been piling into the travel and tourism faves such as Flight Centre, Webjet and Qantas. There’s nothing wrong with that, especially given the travel agents have a heavy presence in offshore markets where the malevolent virus is being treated as a
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Hidden gems: the profitable small caps forging export markets
As with so many facets of human nature, it’s natural for investors to covet the next big thing wrapped in glittering paper. It’s why tech stocks have done so well in recent years, as well as anything related to battery metals or the buy-now-pay-later sector. It’s also why home-grown hero Canva is valued at a
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No signs of mortgage stress – yet – as the regulators tighten the home lending screws
With the average Sydney pile now worth more than $1 million – with a broken drain the only water view – it’s an odds-on bet that the next financial meltdown will have something (or everything) to do with housing. Last week federal treasurer Josh Frydenberg and the powerful Council of Financial Regulators signalled a crackdown
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Emerald Financial Research Note Update – Novatti Group
Emerald Financial maintains its Buy rating on Novatti which is well positioned to secure its banking licence following the resumption of issuing in July 2021 following an 18 month hiatus by the regulator during the pandemic. Key Highlights: Novatti added to S&P/ASX All Technology Index in September 2021 FY21 Total Revenue $18.4m, +55% (FY20: $11.9m)Read MorePublic
Is the Evergrande fall-out presenting an opportunity?
The news of China’s largest property developer failing to meet its obligations to its creditors has sent shock waves in the Asian fixed interest markets, causing the US dollar denominated high yield debt indices to fall half as much as they did in the sell off caused by Covid-19 pandemic in March 2020 (please seeRead MorePublic
Have the iron ore miners been oversold or should investors steel for more ferrous pain?
The pundits were right, for once: the laws of market gravity were always going to catch up with the price of iron ore, which in a matter of weeks has tumbled more than 50 per cent from its nosebleed territory of $US220 a tonne. Still, no-one quite predicted the extent of the rout which stems
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