Sorry, but this content is restricted to our subscribers.
Please login with your account or register for a free trial.
If you are having an issue with your account, then please get in touch with us.
TCL – Buy
Transurban is under Algo Engine buy conditions and is a current holding in our ASX 100 model.
As TCL trades closer to $15 we see a compelling buying opportunity.
APA – Buy
APA is under Algo Engine buy conditions and is a current holding in our ASX 100 model portfolio.
We see value at $10.60 and reaffirm our “accumulate” rating.
APA 1H20 results. 
Sonic Health – Value Emerging
Sonic Healthcare is under Algo Engine buy conditions and is a current holding in our ASX 100 model.
We see value emerging and upgrade SHL to accumulate.
ASX Signals for February 27, 2020
Sorry, but this content is restricted to our subscribers.
Please login with your account or register for a free trial.
If you are having an issue with your account, then please get in touch with us.
Coles – Upgrade to Accumulate
Coles Group is under Algo Engine buy conditions and is a current holding in our ASX 100 model.
We see value emerging and upgrade COL to accumulate.
Short “High Conviction” Ideas Revisited
Over the past month, we’ve focused on a handful of short positions. Commonwealth Bank of, Computershare, Perpetual, Platinum Asset Management and IRESS.
We continue to see weakness across these names.
ASX Signals for February 26, 2020
Sorry, but this content is restricted to our subscribers.
Please login with your account or register for a free trial.
If you are having an issue with your account, then please get in touch with us.
ASX Signals for February 25, 2020
Sorry, but this content is restricted to our subscribers.
Please login with your account or register for a free trial.
If you are having an issue with your account, then please get in touch with us.
ASX – Buy “High Conviction”.
ASX is under Algo Engine buy conditions.
Higher levels of equities and futures trading, along with growing demand for its data services, have lifted ASX Limited’s earnings and revenue over the half year. Net profit 2H19 to December was up 1.8% to $250mn on revenue of $454mn, which was up 7%, EBIT rose 6% to $315.
We expect growth to remain in the 1 – 4% range and we see the stock as a “high conviction” buy on the dip during the current market sell-off.
