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The Wrap: Oz Equities, Investors, Covid-Strategy, Housing


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 than pre-covid level highs, the question Wilsons suggests investors are now pondering is whether growth is peaking. ....

New Zealand , Hong Kong , Republic Of , South Korea , Amir Ghandar , Broker Wrap , Major Asian , Super Retail , Reliance Worldwide , Chartered Accountants Australia , Economist Intelligence Unit , Oxford Economics , புதியது ஜீலாந்து , ஹாங் காங் , குடியரசு ஆஃப் , தெற்கு கொரியா , தரகர் மடக்கு , முக்கிய ஆசிய , அருமை சில்லறை , நம்பகத்தன்மை உலகளவில் , பட்டய கணக்காளர்கள் ஆஸ்திரேலியா , பொருளாதார நிபுணர் உளவுத்துறை அலகு , ஆக்ஸ்ஃபர்ட் பொருளாதாரம் ,

Pressure Reducing Valve Market Size (2021-2028) | Top Manufacturers – TALIS Management Holding GmbH, Eaton, KSB, Honeywell International Inc., Apollo Valves, Parker – KSU


/Pressure Reducing Valve Market Size (2021-2028) | Top Manufacturers – TALIS Management Holding GmbH, Eaton, KSB, Honeywell International Inc., Apollo Valves, Parker
Pressure Reducing Valve Market Size (2021-2028) | Top Manufacturers – TALIS Management Holding GmbH, Eaton, KSB, Honeywell International Inc., Apollo Valves, Parker
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The Wrap: Fund Managers, Inflation, Media, Housing


10:00 AM
Weekly Broker Wrap: Oz Fund managers mixed fortunes; inflation jitters unwarranted; media rides ad recovery; Oz housing continues strengthening
-ASX-listed fund managers trading at a -30% discount to all industrials
-Australian companies have cited a stronger inflation pulse in recent weeks
-Corporates believe rising costs can be mitigated early in cycle without impacting profitability
-Regional houses have stronger growth than capital cities in annual terms at 13.0%
By Mark Story
Oz fund managers: Mixed bag for March quarter
Positive markets and foreign exchange movements in the March quarter may have lifted funds under management for the sector at large, but at the fund manager level there was a mixed bag of flow performance. ASX-listed fund managers including Janus Henderson ((JHG)), Magellan Financial Group ((MFG)), Pendal Group ((PDL)), Perpetual ((PPT)), and Platinum Asset Management ((PTM)) average one-year forward earnings of 15.3 ....

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