Page 78 - Weekly Reports News Today

FNArena provides a weekly update of Australian listed real estate trusts (REIT) and property developers, current pricing yield and valuation data

Summary: Week ending February 11, 2021. Wow. Never in the history of this Report has one week seen so little change in short positions on the ASX, by a considerable margin. The ASX200 posted a net rally over the week, once the whole GameStop debacle ended. We might put such a lack of shorting activity down to it being the first week of the local results season, but so few are the reports in the first week this seems unrealistic. I might be forced to suspect a possible problem with ASIC data, bu...

Makeover Of The Investment Platform Sector What to look out for as the $800bn investment platform sector feeds on itself By Tim Boreham, Editor, The New Criterion The head of investment platform Praemium ((PPS)), Michael Ohanessian, sounds like he’s channelling the coronavirus when he says that “like any living organism, any organisation wants to survive.” But in this case, he’s referring to the need for the $800bn a year adviser ‘platform’ sector to grow and diversify at a time ...

Feb 16 2021 While the uranium spot price continues to move in a tight range, Cameco remains positive about long-term fundamentals for the uranium market. -Demand for uranium is rising just as supply becomes uncertain -The US returns to uranium conversion industry after five–year hiatus -Uranium spot price falls marginally By Mark Woodruff Speaking at the company’s year-end results presentation, President and CEO of Cameco, Tim Gitzel, remained positive about the long-term fundamentals in th...

By Mark Woodruff For the week ending Friday 12 February, there were fifteen upgrades and ten downgrades to ASX-listed companies by brokers in the FNArena database. ASX received three upgrades to Neutral from Sell by separate brokers and Transurban Group received two upgrades to Neutral from Sell. There was some consensus amongst brokers regarding a turnaround for ASX. Ord Minnett considers the company has reached the bottom of its earnings cycle and is expected to see some rebound in FY22, wh...

FNArena provides a weekly update of Australian listed real estate trusts (REIT) and property developers, current pricing yield and valuation data

-Mortgage stress levels similar to 2019 -Oil price rising amid tighter supply -Buy now pay later: A look at January trends -Childcare centre supply expected to grow in 2021 By Angelique Thakur Australian housing market: Mortgage stress The latest Roy Morgan data into the Australian housing market shows mortgage stress levels remained low in the three months to November 2020. There were 783k mortgage holders at risk, the same as 2019 although higher than the record low of 668k between July and S...

Feb 12 2021 For a more comprehensive preview of next weeks events, please refer to "The Monday Report", published each Monday morning. For all economic data release dates, ex-div dates and times and other relevant information, please refer to the FNArena Calendar . By Greg Peel Earnings results, and lots of them. These will dominate proceedings in the local market next week, and the week after, assuming no substantial macro developments. The FNArena Corporate Results Monitor is currently showi...

FNArena's weekly update on short positions in the Australian share market

Despite the uranium spot price continuing to move in a tight range, uranium equities continue on an upward trajectory