Weekly Reports | Jul 12 2024
Our top ten news from 04 July 2024 to 11 July 2024 (ranked according to popularity).
1 – ESG Focus: Mine Safety, Water & Diversity
Monday 08 July 2024
Mine safety and water scarcity are in focus, as is engagement with indigenous communities, while ESG was a hot topic at this year’s Macquarie Conference and Jarden lunches an ESG survey of listed companies
2 – Ventia Services: Unique Mix Of Growth & Defence
Tuesday 09 July 2024
Analysts highlight structural tailwinds for Ventia Services and margin protection from contract mix and flexible costs
3 – Rudi’s View: Met Coal, Banks, GenAi & Buying-The-Dip
Thursday 04 July 2024
Updates on strategies, model portfolios, key picks, best buys and conviction calls
4 – Rudi’s View: All-Weather Portfolio in FY24; Growth Not Value
Wednesday 10 July 2024
A review of the All-Weather Portfolio over the past three years, including the misses, bloopers, regrets… and valuable lessons
5 – Big Levels Tested For S&P500 & NAS100 Where To From Here?
Thursday 04 July 2024
Pepperstone’s Chris Weston notes the S&P500 hitting 5500 and the Nasdaq100 into 20k are two huge milestone for these well-traded indices, but where to from here?
6 – Twists And Turns Of Telix And Australian Biotech
Wednesday 10 July 2024
In the wake of Telix Pharmaceuticals’ non-IPO on the Nasdaq, FNArena shines a light on the company’s fortunes and that of Australian biotech and cancer research generally
7 – Uranium Week: Boss Energy & Paladin In Focus
Tuesday 09 July 2024
The U308 market took a breather due to the midweek July 4th Independence Day holiday and Australian brokers analysed production updates from Boss Energy and Paladin Energy
8 – ESG Focus: The Little Big Things – 10-07-2024
Wednesday 10 July 2024
Companies with good human capital management perform better than the pack; Macquarie Bank’s BIG GREEN investment push; Aussie banks tackle ESG targets; Qantas strives towards sustainability; the gold standard for net zero emissions targets is a challenge
9 – Can Gentrack Live Up To Its Shareprice?
Thursday 11 July 2024
Gentrack is emerging as a potential key player in the cloud native, SaaS based utility meters sector, where utilities are under invested and thus requiring a major upgrade cycle, in the transition to sustainability and net zero emissions
10 – In Case You Missed It – BC Extra Upgrades & Downgrades – 05-07-24
Friday 05 July 2024
A summary of the highlights from Broker Call Extra updates throughout the week past