iCar Asia's wild ride
This Asian car classifieds business is performing well on costs, but it needs to jump-start revenues if it's to meet its guidance of breaking even this year.
Testing times for fund managers
The markets expectations of a fund managers fortunes can change rapidly. Here we set them side by side and pick our favourite.
Caltex primes the pump
Caltex has responded well to falling fuel volumes but it should consider a break-up.
Sonic Healthcare's share price rises
Sonic is one of Australia's brightest healthcare stocks but its rising share price means it's time for a downgrade.
Insurance brokers set to stay
Insurer broker earnings will be boosted by rising premium rates, but we're more focused on market structure and the threat of disruption.
School's out for 3PL
This education software business no longer looks like fertile hunting ground, so we're ceasing coverage.
Canning Coca-Cola Amatil
Apparently 2019 will be another 'transitional' year. How many do we need before management admits its targets are unachievable?
Sonic Healthcare and the art of fishing
Sonic's acquisition of Aurora could be a game changer but it also raises questions.
IOOF's OnePath deal delayed but not yet broken
IOOF has announced some small changes to its deal to buy the OnePath wealth business, but it's still hoping it can be completed.
Navitas goes it alone
The education company has spurned its takeover bidder. But it's hard to rely on management profit forecasts produced for just such a scenario.
Fortescue scores higher grades
The market's unwavering, near-unanimous verdict on low grade iron ore prices may be changing.
Healius's Chinese flirtation
This GP and pathology business has received an unsolicited takeover offer from its largest shareholder.
Fund managers get pummelled
With recent weakness in global stock markets reducing Platinum and Magellan's funds under management, we're lowering our price guides a little.
iCar's race against time
Management is still expecting to meet its guidance to break even by the end of 2019, but the market is taking a different view.
An investor's guide to 5G
We've all heard about it but what do we know about 5G? Here we run through what it can - and can't - do for the industry and who might benefit.
AMP's uncertain wealth - Part 2
There's plenty of value in AMP's banking and funds management businesses and its range of investments. It'll be up to the new management team to get the most out of it.
AMP's uncertain wealth - Part 1
The business model is under threat, but the quality of its businesses provides reasons for optimism.
Virtus's bumpy ride
The underlying market for IVF cycles is volatile - but it should still grow over the long term.
First steps towards 5G
The much-awaited 5G revolution has taken its first steps with spectrum auctions concluding this week.
Cracks appear at Adelaide Brighton
When companies report profit downgrades during favourable conditions, it doesn't bode well for when things turn nasty.
ACCC questions TPG merger
TPG's celebrated merger with Vodafone will face greater regulatory scrutiny.
Oil Search: close to perfect
One of the world's great LNG projects is available with credible expansion options at a reasonable price. There is one catch, however.
Trade Me agrees to takeover
Sometimes good businesses are snatched away - and that looks like being the fate of this NZ online classifieds company.
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