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Weekly Broker Wrap: ASX-listed companies investing in AI; construction industry cost inflation; rising bond yield beneficiaries; and post reporting season small cap ideas
Weekly Broker Wrap: Secular Stagnation, REITs, Online Wagering & Gas Supplies
10:00 AM Weekly Broker Wrap: The rise of Robo advice, China’s growth U-turn, lockdown hits GDP, listed property feels lockdown impact -Robo advice could potentially be a $60bn market in Australia -China’s retreat from technology to trigger a shift back to manufacturing/consumption -Landlords with retail exposure have greatest exposure to lockdowns By Mark Story Robo advice on the march Rainmaker Information believes the rapid fall in investment adviser numbers, courtesy of the recent industry shakeout, has led to a corresponding rise in digitally delivered robo advice, which the researche...
Jul 23 2021 Weekly Broker Wrap: Oz equities momentum, investor confidence, strategies for living with covid, global housing ripe for price reversal -Wilsons suspects peak earnings momentum may be reached this quarter -Investor expectation of economy recovering well post-covid, drives ‘mum & dad’ confidence in ASX-listed companies above pre-pandemic levels -Major Asian economies are expected to shift from ‘zero covid’ to ‘low covid’ strategies By Mark Story Oz equities: Is earnings momentum about to peak? With both the ASX200 index and forward earnings estimates now sitting higher ...
-Positive for residential real estate, office concerns easing and caution on Melbourne malls -Two top picks in the small-cap defence sector -Citi’s bullish view on the global fertiliser outlook By Mark Woodruff Real Estate: Fresh perspectives In the early stages of a post-covid world, some fresh real estate perspectives from Morgan Stanley alleviate some concerns around suburban offices and highlight that residential intentions remain bullish. There is, however, another reason to be cautious on retail mall landlords, when they have high exposure to Melbourne/Victoria assets. Of the office...