ASX Announcements
Change in substantial holding from MUFG
Change in substantial holding
Change in substantial holding
Change in substantial holding from MUFG
Change in substantial holding
Change in substantial holding
Ceasing to be a substantial holder
Ceasing to be a substantial holder
February
ASX flat; CSL extends sell off on sales blow, lithium miners tumble
Sharemarket seesaws; CSL tumbles on sales blow; gold buoys Evolution, De Grey; impairment hit for Ramsay; upgrades on the horizon for Breville.
What we learnt: The ASX giant that can’t excite investors
CSL consistency isn’t winning over investors, Ryan Stokes explains the new dump truck dance, and Macquarie’s return on equity puzzler.
Trump flags tariff exemption; Victoria in recession: Ryan Stokes; Breville eyes China’s kitchens
Read everything that’s happened in the news so far today.
Breville expands into China as it basks in the glow of coffee machines
The small appliance manufacturer has doubled sales in five years because of its popular high-end coffee machines. Now it is hoping to land Chinese consumers.
December 2024
Top fundies name their stock picks for 2025
From weapons makers to eye drugs and even Qantas, these are the investment opportunities fundies are watching closely in the new year.
September 2024
Three ASX stocks to buy today (and three more to avoid)
Australian fund managers have provided their take on the good, the bad and the ugly on the sharemarket after reporting season.
August 2024
APRA takes on ANZ | The deal of the year | Earnings season gems
This week on the Chanticleer podcast, James and Anthony explain why APRA is homing in on ANZ, discuss the deal everyone will be talking about, and read the economic tea leaves left by this week’s profit results.
Perpetual’s new CEO; Domino’s boss scrambles; Coffee boosts Breville
Read everything that’s happened in the news so far today.
How the humble coffee machine turned Breville into a market darling
The group and its billionaire backer Solomon Lew have ridden a wave of demand from coffee lovers over the past decade, and the growth keeps coming.
Small appliance maker Breville posts record sales
The company staged a second-half recovery with double-digit revenue growth selling coffee machines in the United States and Europe.
February 2024
The worst-kept secret this earnings season? Rising profits
Soaring profits at big companies selling everyday staples such as groceries, electricity and insurance bring new risks for shareholders and undesirable scrutiny from Canberra.
Breville shares tank as coffee machine maker quits deep discounts
The small appliance maker’s shares dropped more than 10 per cent after weaker sales in Australia and the US hurt its top line.
September 2023
Not much upside in splitting up Premier retailing empire: Barrenjoey
The analysis included a comparison to global attempts to split similar businesses. But it is more than $1 billion less than other brokers have suggested to clients.
August 2023
Tabcorp boasts M&A appeal for gaming stocks, says DNR Capital
Portfolio manager Mark Sedawie names stocks he thinks are cheap and why the uncertainty around the economy has made coffee machine maker Breville a buy.
What we learnt: Westpac, Ampol, NIB, Breville
Ampol gets some feedback on its retail plans, Westpac’s costs rise, Breville toasts its inventory, and we meet America’s mortgage prisoners.
March 2023
Premier Investments eyes overseas markets with jewel Peter Alexander
The retailer rewarded shareholders with total dividends for the first half up more than 50 per cent to 70¢ a share.
February 2023
CSL profit outlook steadies ASX in day of disappointments
The S&P/ASX 200 Index added 0.2 per cent to 7430.9 points; Temple & Webster plunged 27 per cent to $3.62, and The Star sank to a record low of $1.28, down 13.5 per cent.
Breville benefits from ‘air fryer tailwind’
Consumers’ willingness to keep spending on expensive coffee machines and air fryers helped the group lift net interim profits by 1 per cent to $78.7 million.
January 2023
Hedge funds back off Breville, feel the pain
Hedge funds are on edge about a collective $215 million short position in appliances maker Breville Group, worried they’re about to be scorched by a raging market.
November 2022
Buy, hold, sell: Three of the ASX’s most-shorted stocks (and two long-term compounders)
QVG’s Josh Clark and ClearLife Capital’s David Moberley analyse three heavily shorted stocks and name one stock with enviable compounding potential over the long term.