Weekly Reports | Jun 28 2024
Our top ten news from 20 June 2024 to 27 June 2024 (ranked according to popularity).
1 – Meet Light & Wonder, The New Star In Gaming
Thursday 20 June 2024
New research highlights the recent performance by Light & Wonder in Australia and the potential for replication in the US
2 – Collins Foods Looking For M&A Opportunities
Thursday 27 June 2024
FY24 results showed relative resilience, but also slowing sales momentum. With margin improvement unlikely in the short term, management at Collins Foods is focusing on M&A opportunities
3 – Rudi’s View: GenAi, The Super-Megatrend, Part 2
Thursday 20 June 2024
Part Two of this week’s deep dive into GenAi for Australian investors
4 – All Aboard For The Nuclear Renaissance
Thursday 20 June 2024
Positive nuclear industry dynamics and a recent pullback in prices for ASX-listed uranium shares prompts a review of brokers’ favoured exposures
5 – Treasury Wine Chases Luxury
Tuesday 25 June 2024
Treasury Wine Estates is seeking to become more of a luxury wine brand in the US, and in China, now that tariffs have been lifted. Analysts are encouraged by the company’s new three-year plan
6 – ESG Focus: Do Data Centres Threaten ESG Targets?
Monday 24 June 2024
Will Investors, data centre developers and operators be forced to tackle the challenges and opportunities arising from increased cooling demand and energy use in our generative Ai world?
7 – FNArena Corporate Results Monitor – 26-06-2024
Wednesday 26 June 2024
FNArena’s Monitor keeps track of corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments
8 – Housing Crunch For Metcash
Wednesday 26 June 2024
While Metcash has enjoyed resilient food & liquor sales, hardware has been hit by the building downturn. Analysts nevertheless see brighter times ahead
9 – Rudi’s View: Traditional Value Is A Flawed Narrative
Wednesday 26 June 2024
The decade past has challenged the narrative that buying ‘cheaply’ priced equities are a starting point for guaranteed success. Why would the decade ahead be any different?
10 – Rudi’s View: Copper, Lithium, Retailers & TechnologyOne
Thursday 27 June 2024
Updates on strategies, model portfolios, key picks, best buys and conviction calls
