Weekly Reports | May 17 2024
Our top ten news from 09 May 2024 to 16 May 2024 (ranked according to popularity).
1 – FNArena Corporate Results Monitor – 10-05-2024
Friday 10 May 2024
FNArena's Monitor keeps track of corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments
2 – Rudi's View: Arcadium Lithium, Goodman Group, Paladin, Pexa & Treasury Wine
Thursday 09 May 2024
By Rudi Filapek-Vandyck, EditorBest Buys & Conviction CallsAs promised in Monday's Weekly Insights, below are the latest Model Portfolio changes observed. But first, let's have a look at Jarden's best ideas among ASX-listed smaller cap companies ("Emerging Co
3 – Goodman Group Powers On
Thursday 09 May 2024
Goodman Group's March quarter update included increased guidance on the back of data centre demand
4 – Part Two: Generative AI, Investing in the 21st Century Megatrend
Thursday 09 May 2024
A Megatrend like Generative AI creates an appealing top-down narrative, but how do investors understand the scope and size of the Generative AI market, alongside the opportunities versus the risks?
5 – ESG Focus: The Little Big Things – 15-05-2024
Wednesday 15 May 2024
The stellar rate of decarbonisation has yielded astonishing step-changes in recent months across the green transition board as several key markets hit parity with fossil fuels
6 – Part Three: Generative AI, Investing in the 21st Century Megatrend
Tuesday 14 May 2024
How are global Generative AI tailwinds impacting on Australian companies, and which stocks are in the sweet-spot to benefit?
7 – Premium ARB Corp Keeps Delivering The Goods
Thursday 16 May 2024
ARB Corp's third-quarter performance showcased why shares continue to trade at a premium to the Small Industrials Index
8 – In Case You Missed It – BC Extra Upgrades & Downgrades – 10-05-24
Friday 10 May 2024
A summary of the highlights from Broker Call Extra updates throughout the week past
9 – Rudi's View: More Positives Than Negatives
Wednesday 15 May 2024
In this week's Weekly Insights:-More Positives Than Negatives-New Market Leadership?-2024 The Year Of Gold Miners?-All-Weathers Welcome Soul Pattinson-Model Portfolios, Best Buys & Conviction CallsBy Rudi Filapek-Vandyck, EditorMore Positives Than NegativesJudging from co
10 – Weekly Top Ten News Stories – 10 May 2024
Friday 10 May 2024
Our top ten news stories from 02 May 2024 to 09 May 2024