FINANCIAL NEWS

Material Matters: New Energy, Lithium & Coal

A glance through the latest expert views and predictions about commodities. New energy; lithium; coal; and copper.

2:22 PM


Can Super Sales Strength Last At Super Retail?

With consumer expenditure confined to local leisure and domestic pursuits, Super Retail was expected to do well in the first quarter. To what extent will this continue?

12:46 PM


The Short Report – 29 Oct 2020

FNArena’s weekly update on short positions in the Australian share market

11:39 AM


Cyber Risk Management: Tackling The Trojans

The New Criterion’s Tim Boreham takes a look at the ASX stocks protecting organisations from the online hackers and hucksters.

11:03 AM


Equities Portfolio For 2021

In this week’s Weekly Insights: -Equities Portfolio For 2021-World’s Worst Salesman?-Rudi Talks-Research Reports To Download Equities Portfolio For 2021 By…

10:01 AM


Credit Suisse rates COL as Outperform

Coles is set for a significant first half, Credit Suisse observes. Sales momentum has been strong and gross margins appear to benefit from lower promotional intensity. Pandemic-related costs have been lower relative to expectations.

Credit Suisse assesses supermarket sales are likely to re-accelerate in November and December amid more in-home celebrations relative to the prior corresponding festive season. Supermarket sales are up 9.7% in the year to date.

Outperform rating retained. Target is raised to $21.04 from $20.16.

Morgans rates HUB as Upgrade to Add from Hold

Morgans believe that Hub24 is acquiring scale and some capability, after the company announced three acquisitions and the divestment of Paragem.

Net consideration will be around -$93m (including integration and transaction costs), to be funded primarily via additional capital raised (around $60m) and scrip (around $30m), details the broker.

Acquisitions include Xplore Wealth ((XPL))  (around $60m), Ord Minnett PARS (around $10m) and an equity stake in Easton Investments (around $14m for up to an approximate 40% stake).

Management expects the transactions to be circa 13% EPS accretive in FY22.

Morgans continues to see the largest near-term earnings risk is the impact from lower rates (cash rate decline or cut to the margin achieved on cash).

The rating is increased to Add from Hold and the target price is increased to $22.40 from $18.10.

UBS rates REA as Neutral

REA Group will be reporting its first-quarter result on November 6. UBS expects revenue of $182m and materially better listings performance. Cost-outs are expected to be at the higher-end or exceed the group's previous guidance for -5-10% reductions.

Forecasts for the full year remain intact. Any cost upside in the first quarter is expected to be temporary.

The broker reaffirms its Neutral rating with a target price of $107.

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ANALYSIS & DATA

MARKET CONSENSUS FORECAST

To display the stock analysis for a company please enter the company code:

APT | AFTERPAY LIMITED

Abbreviated format - see the full version here


LAST PRICE CHANGE +/- CHANGE % VOLUME

$102.97

28 Oct
2020

6.990

OPEN

$95.90

7.28%

HIGH

$103.80

0

LOW

$95.60

TARGET
$92.092 -10.6% downside
MARKET CONSENSUS FORECAST
APT: 1
Title FY19
Actual
FY20
Actual
FY21
Forecast
FY22
Forecast
EPS (cps) xxx - 8.0 8.0 xxx
DPS (cps) xxx 0.0 0.0 xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx N/A N/A xxx
PE Ratio xxx N/A 1249.6 xxx
Dividend Yield xxx N/A 0.0% xxx
Div Pay Ratio(%) xxx N/A 0.0% xxx

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DAILY FINANCIAL NEWS

Material Matters: New Energy, Lithium & Coal

A glance through the latest expert views and predictions about commodities. New energy; lithium; coal; and copper.

2:22 PM - Commodities


With consumer expenditure confined to local leisure and domestic pursuits, Super Retail was expected to do well in the first quarter. To what extent will this continue?

12:46 PM - Australia


Lending growth, net interest margins and deferred loans were all better than expected for Bendigo and Adelaide Bank in the September quarter, boding well for the upcoming bank reporting period.

Oct 28 2020 - Australia


SPONSORED: After completing the required heritage clearance survey, and securing a reverse circulation (RC) drill rig for its maiden drill programme at its Mt Maitland high-grade gold project in Western Australia, Red Mountain Mining is set to start drilling

Oct 28 2020 - FYI


A soft September quarter was expected for Evolution Mining but two key assets are in transition and represent key upcoming catalysts for the gold producer.

Oct 28 2020 - Australia


SPONSORED: The inability to determine why some people contract the disease, while others present little or no symptoms at all has been one of the greatest mysteries of the COVID-19 pandemic

Oct 28 2020 - FYI


RUDI'S VIEWS

Equities Portfolio For 2021

In this week’s Weekly Insights: -Equities Portfolio For 2021-World’s Worst Salesman?-Rudi Talks-Research Reports To Download Equities Portfolio For 2021 By…

10:01 AM

DAILY MARKET REPORTS

The Overnight Report: Rolling Lockdowns

Germany and France will re-enter lockdowns and Wall Street is fearful the US will be next. Dow down -943. (Available for non-subscribers after 10am)

8:50 AM


Today’s Financial Calendar – 29-10-2020

Significant Scheduled Events For 29 October, 2020

8:15 AM


Australian Broker Call *Extra* Edition – Oct 28, 2020

Extra Edition of the Broker Call Report

Oct 28 2020


The Overnight Report: Play It Again Sam

It’s lockdown summer all over again in the US. Dow down -222. (Available for non-subscribers after 10am)

Oct 28 2020


Today’s Financial Calendar – 28-10-2020

Significant Scheduled Events For 28 October, 2020

Oct 28 2020


The Overnight Report: America Wakes Up

Finally the ballooning case-counts in the US and Europe have hit home on Wall Street. Dow down -650. (Available for non-subscribers after 10am)

Oct 27 2020


Today’s Financial Calendar – 27-10-2020

Significant Scheduled Events For 27 October, 2020

Oct 27 2020


WEEKLY REPORTS

The Short Report – 29 Oct 2020

FNArena’s weekly update on short positions in the Australian share market

11:39 AM

Cyber Risk Management: Tackling The Trojans

The New Criterion’s Tim Boreham takes a look at the ASX stocks protecting organisations from the online hackers and hucksters.

11:03 AM

Uranium Week: Hopes For US Uranium Reserve

As the weekly uranium price remains unchanged, hopes continue for the funding of a US Uranium Reserve.

Oct 27 2020


Weekly Ratings, Targets, Forecast Changes – 23-10-20

Weekly update on stockbroker recommendation, target price, and earnings forecast changes.

Oct 26 2020

Weekly Top Ten News Stories – 23 October 2020

Our top ten news stories from 15 October 2020 to 22 October 2020

Oct 23 2020

Next Week At A Glance – 26-30 Oct 2020

A brief look at important company events and economic data releases next week

Oct 23 2020


The Wrap: Housing, Office REITs & Banking

Weekly Broker Wrap: Morgan Stanley’s housing indicator fell in the September quarter; office property stocks may be in for downgrades; the shift towards digital banking continues.

Oct 23 2020

The Short Report – 22 Oct 2020

FNArena’s weekly update on short positions in the Australian share market

Oct 22 2020

Auto Sector: Putting The Pedal To The Metal

The New Criterion’s Tim Boreham believes there’s vroom to move for ASX automotive stocks as motorists – and bikers – hit the road again

Oct 22 2020


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THE MARKETS

    Click item/line to change chart

  • Australia

    29 October 2020   Updated : 20:12   AEDT

    SPI Overnight (Dec)

    5942.00

    -103.00

    -1.70%

    All Ordinaries

    6168.00

    -93.80

    -1.50%

    S&P ASX 200

    5960.30

    -97.40

    -1.61%

    S&P ASX 300

    5942.30

    -95.30

    -1.58%

    Consumer Discretionary

    2697.30

    -55.40

    -2.01%

    Consumer Staples

    12629.60

    -50.30

    -0.40%

    Energy

    6316.60

    -190.60

    -2.93%

    Financials

    4725.90

    -73.60

    -1.53%

    Health Care

    43359.40

    -442.40

    -1.01%

    Industrials

    5586.90

    -108.90

    -1.91%

    Info Technology

    1961.10

    -40.50

    -2.02%

    Materials

    13437.20

    -265.60

    -1.94%

    Telecommunication

    1136.50

    -14.80

    -1.29%

    Utilities

    6820.00

    -130.30

    -1.87%

  • Asia

    29 October 2020   Updated : 20:12   AEDT

    NZ50

    9214.870

    -42.310

    -0.460%

    Nikkei 225

    23331.94

    -86.57

    -0.37%

    Hang Seng

    24586.60

    -122.20

    -0.49%

    Click item/line to change chart

  • Australasia

    29 October 2020   Updated : 20:12   AEDT

    AUD/USD

    0.7055

    -0.01

    -0.98%

    AUD/NZD

    1.0602

    -0.01

    -0.52%

    NZD/USD

    0.6654

    0.00

    -0.46%

    AUD/JPY

    73.50

    -0.83

    -1.12%

    SGD/AUD

    1.04

    +0.01

    0.83%

    AUD/EUR

    0.6012

    0.00

    -0.79%

    AUD/GBP

    0.5425

    -0.01

    -1.08%

    AUDCAD

    0.9388

    0.00

    -0.36%

  • World

    29 October 2020   Updated : 20:12   AEDT

    CAD/USD

    0.7514

    0.00

    -0.63%

    EUR/JPY

    122.31

    -0.37

    -0.30%

    EUR/USD

    1.1735

    0.00

    -0.20%

    GBP/USD

    1.3005

    +0.00

    0.11%

    USD/JPY

    104.19

    -0.13

    -0.13%

    Click item/line to change chart

  • World

    29 October 2020   Updated : 20:12   AEDT

    FTSE100

    5606.24

    +23.44

    0.42%

    DAX30

    11591.48

    +30.97

    0.27%

    DJIA

    26519.95

    -943.24

    -3.43%

    S&P500

    3271.03

    -119.65

    -3.53%

    Nasdaq Comp

    11004.87

    -426.48

    -3.73%

    S&P500 VIX

    38.99

    +5.64

    16.91%

    US 10-year yield

    0.781

    +0.003

    0.390%

    USD Index

    93.43

    +0.48

    0.52%

  • Aus Stocks

    29 October 2020   Updated : 20:12   AEDT

    BHP (UK)

    1490.00

    -2.20

    -0.15%

    Rio (UK)

    4321.50

    +55.50

    1.30%

    BHP (US)

    47.70

    -2.04

    -4.10%

    Rio (US)

    55.42

    -2.53

    -4.37%

    ResMed (US)

    180.66

    -4.19

    -2.27%

    South32 (UK)

    110.93

    -2.17

    -1.92%

    James Hardie (US)

    23.87

    -1.17

    -4.67%

    Telstra (US)

    9.40

    -0.18

    -1.88%

    Westpac (US)

    12.64

    -0.51

    -3.88%

    Newcrest (CA)

    28.25

    -0.75

    -2.59%

    Click item/line to change chart

  • Spot Metals & Minerals

    29 October 2020   Updated : 07:30   AEDT

    Gold (oz)

    1876.40

    -31.00

    -1.63%

    Silver (oz)

    23.33

    -1.06

    -4.35%

    Copper (lb)

    3.0434

    -0.04

    -1.41%

    Aluminium (lb)

    0.8175

    0.00

    -0.57%

    Lead (lb)

    0.8166

    +0.00

    0.28%

    Nickel (lb)

    7.0788

    -0.07

    -0.93%

    Zinc (lb)

    1.1454

    0.00

    -0.24%

    Copper (t)

    6710.00

    -96.00

    -1.41%

    Aluminium (t)

    1802.00

    -10.00

    -0.55%

    Lead (t)

    1800.00

    +5.00

    0.28%

    Nickel (t)

    15606.00

    -146.00

    -0.93%

    Zinc (t)

    2525.00

    -6.00

    -0.24%

    Uranium (lb) weekly

    30.00

    0.00

    0.00%

  • Commodities Futures

    29 October 2020   Updated : 07:30   AEDT

    West Texas Crude

    37.33

    -2.16

    -5.47%

    Brent Crude

    39.06

    -2.12

    -5.15%

    Iron Ore (t)

    116.95

    +1.25

    1.08%

CALENDAR

Thursday, 29 October 2020
NZ business confidence, Oct
AU import/export prices, Q3
JP BoJ policy meeting
JP retail sales, Sep
EZ ECB policy meeting
US GDP, Q3
US pending home sales, Sep
ANZ earnings result
CGF AGM
FMG quarterly production report
GOZ quarterly report
GPT quarterly report
IFL quarterly report

ALL WEATHER STOCKS

Code Company Price
COL COLES GROUP LIMITED

$17.96

CSL CSL LIMITED

$291.50

REA REA GROUP LIMITED

$122.86

RMD RESMED INC

$25.51

TNE TECHNOLOGYONE LIMITED

$9.00

WEEKLY PDF

Stories To Read From FNArena


WEEK 43

WEEK 42

WEEK 41

WEEK 40

WEEK 39

FNARENA TALKS

FNARENA WINDOWS

Window on MINING

Material Matters: New Energy, Lithium & Coal

A glance through the latest expert views and predictions about commodities. New energy; lithium; coal; and copper.

2:22 PM


Window on AUTOMOBILES & COMPONENTS

Can Super Sales Strength Last At Super Retail?

With consumer expenditure confined to local leisure and domestic pursuits, Super Retail was expected to do well in the first quarter. To what extent will this continue?

12:46 PM


Window on IT & SUPPORT

Cyber Risk Management: Tackling The Trojans

The New Criterion’s Tim Boreham takes a look at the ASX stocks protecting organisations from the online hackers and hucksters.

11:03 AM


SMSFUNDAMENTALS

SMSFundamentals: Diversified ETFs Continue to Surge

Australian exchange traded funds posted a record in August as the product of choice for investors wishing to capture exposure to a more flexible investment product.

Sep 16 2020


FEATURE STORIES

Australian Retail: Whereto From Here?

It’s been more than seven months since the initial nation-wide lockdown dramatically changed consumer behaviour. As restrictions ease, will everything go back to “normal”, or has the future of retail been altered forever?

Oct 13 2020