Company Update: Appen (APX)
Earlier this year, PwC in Britain published a report estimating that Artificial Intelligence (AI) could contribute US$15.7 trillion to the global economy by 2030. One ASX listed company which is ...
Company Update: Woodside confident in its growth options as production recovers
David Walker, Senior Analyst, Clime Investment Management Third (September) quarter production recovered strongly from the June quarter, when the Pluto LNG gas liquefaction facility was closed for maintenance including the unplanned ...
Company Update: Welcome
Creative production and marketing services company Wellcom (ASX:WLL) kicked off the August reporting season with a gift for shareholders, announcing on 31 July that it had entered into a Scheme ...
Refreshing your investment shortlist
In recent weeks, the Clime Investment Management team has focused on updating our shortlists of potential investments. This is an integral part of the Clime investment process and a useful ...
New CEO adds to NAB’s recovery trend
NAB shares are at 11-month highs after the appointment of Ross McEwan as CEO to start by April 2020. Formerly head of Commonwealth Bank’s retail bank, Ross left Australia to ...
Is Coles a long-term yield play?
The investment quality and portfolio role of the market’s newest large-cap stock became clearer recently. Coles Group, which demerged from Wesfarmers and listed on the ASX in November last year, ...
Hansen acquisition could boost share value
In early June, Hansen Technologies (ASX:HSN) completed an A$166m acquisition of Canada-based Sigma Systems. This was HSN’s largest acquisition to date, funded via a new A$225m facility. We initially included ...
Growing the MQG position
On 14 June we added to our newly initiated Macquarie Group position in the Clime Direct Model Portfolio. In our last report, we explained the investment quality we see in ...
Afterpay in the headlines
Afterpay has captured a large number of headlines in recent weeks, first with a strong business update, followed by a capital raising to support the global expansion, then with an ...
Trade War puts Huawei under fire
In 2019 there are clear signs that global economic growth is moderating. Germany is leading weakness in Europe as industrial production and factory orders show declining activity, along with survey ...
