ASX Announcements
Notification of cessation of securities - GMG
Appendix 3H (Notification of cessation of securities)
- Jul 9, 2024
- 4 pages
Market Sensitive
Dividend Record Date, Dividend Pay Date, Dividend Rate
- Jun 19, 2024
- 4 pages
Market Sensitive
Periodic Reports - Other, Progress Report
- May 8, 2024
- 7 pages
Notification of cessation of securities - GMG
Appendix 3H (Notification of cessation of securities)
- Apr 10, 2024
- 4 pages
Yesterday
Macquarie says it’s time to buy real estate stocks before rate cuts
The broker has warned that the “best” phases for ASX returns is behind us and is urging investors to buy more defensive companies amid signs that returns are starting to falter.
- Joshua Peach
This Month
UBS has a new suggestion for REIT investors – buy battered Mirvac
The bank’s analysts, in a 65-page overview of the sector, said the market had yet to confront the impact of higher interest rates. It expects two increases.
- Kylar Loussikian
Local REITs outpace broader market despite sagging asset valuations
Goodman Group was the standout performer in the 12 months to June 30, buoyed by rising demand from investors for exposure to data centres.
- Updated
- Kylar Loussikian
June
- Exclusive
- Industrial relations
Pay dispute delays construction of 1600 homes
Industrial action by workers at poles and wires company Endeavour Energy is stalling the delivery of 1600 homes and $1.2 billion worth of warehouses in Sydney.
- Campbell Kwan and David Marin-Guzman
- Exclusive
- Luxury property
Rich Lister buys Manly’s most expensive home
Maas Group’s Wes Maas and his wife Emma have emerged as the buyers of Manly’s most expensive home for around $35 million.
- Bonnie Campbell
Ausbil’s Xiradis more bullish than most on ASX growth stocks
The 45-year market veteran is considering whether to back Guzman y Gomez’s IPO, saying the fast-food chain will “capture the imagination” of investors.
- Alex Gluyas
May
- Opinion
- Chanticleer
How Stockland is punting on a bit of Goodman Group magic
Goodman Group is the gold-standard for creating value in Australian property, so it is interesting to see the likes of Stockland replicating its model.
- Updated
- Anthony Macdonald
- Opinion
- Sharemarket
These stocks are primed for ‘tectonic-sized’ tailwinds
The magnificent seven are not the only way to play artificial intelligence, there’s money to be made in storage, energy and software on the ASX too.
- Jun Bei Liu
The Aussie stock picks that made this fund a top 10
Platypus Asset Management’s Prasad Patkar names Reece among the $5 billion money manager’s key investment calls. But he’s wary of BHP’s big M&A bet.
- Sarah Jones
- Opinion
- Chanticleer
How Goodman Group’s data centre dream could be super-sized
The next generation of data centres will require even more land. That’s something Greg Goodman says his group can provide.
- James Thomson
Goodman warns on China as data centre push gathers speed
Occupancy across Goodman’s China portfolio was 93 per cent over the March quarter, compared with 98 per cent across its overall portfolio.
- Larry Schlesinger
Rest Super, Barings snaffle $780m Goodman industrial portfolio
The Australian super fund and US investment manager have acquired 12 properties in Sydney and Melbourne, leased to the likes of Amazon and Metcash.
- Larry Schlesinger
How Sage Capital is making money from other investors’ panic
Veteran hedge fund manager Sean Fenton has no qualms going against the crowd, buying ResMed after its collapse in 2023.
- Joanne Tran
April
- Opinion
- Chanticleer
12 stock picks for a tough investing environment
Low rates and endless stimulus may have left investors unprepared for the difficult environment that lies ahead. Here are 12 stock picks to consider.
- James Thomson
The eight stocks most loved by Australia’s best fund managers
Despite the headwinds, CSL is still loved by the top stock pickers. CBA and BHP are also widely held – but not as widely as expected.
- Joshua Peach
- Opinion
- Chanticleer
‘Big Short’ hero’s new big idea is one Aussie investors can ride
Famed US investor Steve Eisman says that when things are good, markets trade on stories. But there’s one theme that stands out from the rest.
- James Thomson
February
Goodman lures private capital giants for New Zealand funds platform
But with a target to grow funds under management to around $NZ2 billion within the first five years, there will be plenty of room for investors
- Sarah Thompson, Kanika Sood and Emma Rapaport
- Opinion
- Chanticleer
As Nvidia explodes, this may be the way to play AI on the ASX
The ASX has few direct links to the AI boom, but investors should think about which local stocks are best placed to lead the race to adoption.
- James Thomson
$80b data centre opportunity lifts Goodman to new high
While the industrial powerhouse swung to a statutory loss after asset values fell 4 per cent, it upgraded both earnings guidance and its data centre pipeline.
- Larry Schlesinger
January
- Exclusive
- Commercial real estate
Mirvac office fund declines 14.5pc as headwinds hit wholesale sector
While office assets continue their drawn-out decline in value, dark clouds are also sitting heavy over the golden child of industrial property.
- Michael Bleby