FINANCIAL NEWS
Customers Stick To Domino’s Pizza
Domino’s Pizza has ramped up marketing in Europe as well as its digital ordering strategy, with a focus on retaining customers
Dec 01 2020
Rough Time Ahead For Treasury Wine
Can Treasury Wine overcome the loss of a large part of its Chinese market and redirect supply to other regions?
Dec 01 2020
Superloop: Ready To Roll
Michael Gable of Fairmont Equities suggests telco infrastructure company Superloop is set for a retest of its highs.
Dec 01 2020
Australian Broker Call *Extra* Edition – Dec 01, 2020
Extra Edition of the Broker Call Report
Dec 01 2020
Rely On Great Fund Managers
Peter Switzer of the Switzer Report makes the case for smart stock-picking, or handing over to a smart stock picker, to maximise returns.
Dec 01 2020
Macquarie rates CWY as Outperform
Cleanaway Waste Management presented some key aspects of its Western Sydney energy from waste facility, expected to cost circa -$700m and process 500kt of waste. The facility will generate 55MW in power and reduce 390kpta of carbon emissions.
Macquarie likes Cleanaway Waste Management for its long term exposure to a maturing waste management industry landscape. The broker also thinks the company is well placed when it comes to benefiting from the policy tilt towards supporting alternatives to landfill.
The target is unchanged at $2.55. Outperform retained.
Credit Suisse rates GPT as Downgrade to Neutral from Outperform
Given GPT Group's relatively high exposure to Victoria, Credit Suisse suspects part of its recent rally could be on the back of the re-opening.
No 2020 guidance has been provided although Credit Suisse expects 2021 earnings will be meaningfully stronger without new government-mandated restrictions. Earnings headwinds remain in the retail and CBD office segments for the sector as a whole.
GPT is seeking to raise its weighting to the logistics sector while lowering its exposure to office.
The broker downgrades to Neutral from Outperform in the wake of the rally and raises the target to $4.83 from $4.29.
Morgans rates RED as Add
Morgans revises target prices for gold stocks after a review of the sector.
The broker sees the current decline in gold shares as driven by investor sentiment (regarding vaccines) rather than a change to the underlying fundamentals of the gold producers and their profitablity. Volatility is considered a trading opportunity.
As gold companies report second quarter production and earnings in January, the analyst thinks the strength of cash flows will remind the market of the margins producers are still making.
In the financial model, Morgans moves the base case gold price to US$1,750/oz and the Australian dollar to $0.74.
The broker believes Red 5 remains attractively priced for the large, long life King of the Hills project in Western Australia. The company is finalising project debt financing, and has cash flow from the operating Darlot mining centre.
The Add rating is unchanged and the target price is decreased to $0.41 from $0.52.
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ANALYSIS & DATA
MARKET CONSENSUS FORECAST
To display the stock analysis for a company please enter the company code:
TWE | TREASURY WINE ESTATES LIMITED
Abbreviated format - see the full version here
| LAST PRICE | CHANGE +/- | CHANGE % | VOLUME |
|---|---|---|---|
|
$8.59 30 Nov |
OPEN $8.20 |
HIGH $9.03 |
19,578,936 LOW $8.14 |
-0.640| TARGET | |||
| $9.429 9.8% upside | |||
| Franking for last dividend paid out: 100% |
| Title | FY19 Actual |
FY20 Actual |
FY21 Forecast |
FY22 Forecast |
|---|---|---|---|---|
| EPS (cps) | xxx | 36.2 | 35.5 | xxx |
| DPS (cps) | xxx | 28.0 | 16.9 | xxx |
| EPS Growth | xxx | - 36.4% | - 2.0% | xxx |
| DPS Growth | xxx | - 26.3% | - 39.7% | xxx |
| PE Ratio | xxx | N/A | 23.7 | xxx |
| Dividend Yield | xxx | N/A | 2.0% | xxx |
| Div Pay Ratio(%) | xxx | 77.3% | 47.6% | xxx |
DAILY FINANCIAL NEWS
Customers Stick To Domino’s Pizza
Domino’s Pizza has ramped up marketing in Europe as well as its digital ordering strategy, with a focus on retaining customers
Dec 01 2020 - Australia
Can Treasury Wine overcome the loss of a large part of its Chinese market and redirect supply to other regions?
Dec 01 2020 - Australia
Michael Gable of Fairmont Equities suggests telco infrastructure company Superloop is set for a retest of its highs.
Dec 01 2020 - Technicals
Peter Switzer of the Switzer Report makes the case for smart stock-picking, or handing over to a smart stock picker, to maximise returns.
Dec 01 2020 - FYI
A robust outlook for oil prices is emerging after a volatile and difficult 2020, as high levels of inventory are wound back and producers adjust to the absence of supply investment
Nov 30 2020 - Commodities
The prospects of capital returns from Origin Energy loom as cash levels rise and oil prices rebound. Nevertheless, the company faces challenges in its energy markets
Nov 30 2020 - Australia
PR NEWSWIRE
Leading Australian Retailer Catch.com.au deploys more than one hundred Geek+ AMRs in partnership with Körber
Nov 25 2020 - PR NewsWire
She one of Asia’s Top 30 Under 30 and one of Top 30 Women Transforming India. Meet UTS alum Madhavi Shankar.
Nov 25 2020 - PR NewsWire
Glow Joins Nielsen Connect Partner Network to Accelerate Access to Consumer Insights
Nov 25 2020 - PR NewsWire
Almirall announces collaborations with the University of South Australia and Fundació Institut de Recerca de l’Hospital de la Santa Creu i Sant Pau
Nov 25 2020 - PR NewsWire
Mackie Teams Up with Dynamic Music for Distribution in Australia
Nov 25 2020 - PR NewsWire
Chesser Extends High-Grade Discovery at Diamba Sud with Widespread Intersections
Nov 25 2020 - PR NewsWire
RUDI'S VIEWS
Rudi’s View: Same But Different, Different But The Same
Dear time-constraint investor: A shift is happening in financial markets as year-end approaches In this week's Weekly Insights: -Same But…
Nov 26 2020
DAILY MARKET REPORTS
Australian Broker Call *Extra* Edition – Dec 01, 2020
Extra Edition of the Broker Call Report
Dec 01 2020
The Overnight Report: Lock That In
After the best month since the eighties, profit-taking kicked into gear here and on Wall Street. Dow down -271. (Available for non-subscribers after 10am)
Dec 01 2020
Today’s Financial Calendar – 01-12-2020
Significant Scheduled Events For 01 December, 2020
Dec 01 2020
The Monday Report – 30 November 2020
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead
Nov 30 2020
Today’s Financial Calendar – 30-11-2020
Significant Scheduled Events For 30 November, 2020
Nov 30 2020
The Overnight Report: Easing Back
The Dow dropped back a bit from 30k last night as expected, while the Nasdaq jumped back to life. Dow down -173. (Available for non-subscribers after 10am)
Nov 26 2020
Today’s Financial Calendar – 26-11-2020
Significant Scheduled Events For 26 November, 2020.
Nov 26 2020
WEEKLY REPORTS
Australian Listed Real Estate Tables – 30-11-2020
FNArena provides a weekly update of Australian listed real estate trusts (REIT) and property developers, current pricing yield and valuation data
Nov 30 2020
The Wrap: Stretched Banks, Fed Fears & Iron Ore
Weekly Broker Wrap: Bank valuations looking stretched; the federal reserve may need to do more; Chinese scrap recycling threatens iron ore price; Woolworths winning the online war
Nov 30 2020
The Short Report – 26 Nov 2020
FNArena’s weekly update on short positions in the Australian share market
Nov 26 2020
Can These Fallen Souffles Rise Twice?
The New Criterion’s Tim Boreham picks through some “old world” stocks that have been left behind in today’s world to see if there is value on offer.
Nov 25 2020
Uranium Week: Britain Goes Green With Nuclear
As the weekly spot price regains some ground, the British Prime Minister reveals nuclear initiatives as part of a plan for a green industrial revolution
Nov 24 2020
Australian Listed Real Estate Tables – 23-11-2020
FNArena provides a weekly update of Australian listed real estate trusts (REIT) and property developers, current pricing yield and valuation data
Nov 23 2020
Weekly Ratings, Targets, Forecast Changes – 20-11-20
Weekly update on stockbroker recommendation, target price, and earnings forecast changes
Nov 23 2020
Weekly Top Ten News Stories – 20 November 2020
Our top ten news stories from 13 November 2020 to 20 November 2020
Nov 20 2020
Next Week At A Glance – 23-27 Nov 2020
A brief look at important company events and economic data releases next week
Nov 20 2020
THE MARKETS
-
Asia
01 December 2020 Updated : 20:12 AEDT
NZ50
9214.870
-42.310
-0.460%
Nikkei 225
26787.54
+353.92
1.34%
Hang Seng
26567.68
+226.19
0.86%
-
World
01 December 2020 Updated : 20:12 AEDT
CAD/USD
0.7720
+0.00
0.23%
EUR/JPY
124.88
-0.07
-0.06%
EUR/USD
1.1977
0.00
0.00%
GBP/USD
1.3387
+0.01
0.47%
USD/JPY
104.27
-0.06
-0.05%
-
Aus Stocks
01 December 2020 Updated : 20:12 AEDT
BHP (UK)
1740.40
+41.80
2.46%
Rio (UK)
4926.00
+92.00
1.90%
BHP (US)
55.79
-1.47
-2.57%
Rio (US)
64.97
-1.08
-1.64%
ResMed (US)
209.60
-0.04
-0.02%
South32 (UK)
132.46
+0.34
0.26%
James Hardie (US)
29.46
+0.18
0.61%
Telstra (US)
11.25
-0.23
-2.00%
Janus Henderson (US)
28.53
-0.72
-2.46%
Westpac (US)
14.74
-0.36
-2.38%
Newcrest (CA)
25.02
0.00
0.00%
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Click item/line to change chart
CALENDAR
Wednesday, 2 December 2020
NZ terms of trade, Q3 AU GDP, Q3 AU RBA governor testimony to parliament EZ unemployment, Oct US ADP private sector unemployment, Nov US Fed Beige Book Thursday, 3 December 2020
NZ building permits, Oct AU housing finance, Oct AU trade balance, Oct EZ retail sales, Oct XX global services PMIs, Nov FPH ex-div 16c (0%) ALL WEATHER STOCKS
Code Company Price COL COLES GROUP LIMITED 
$18.13
CSL CSL LIMITED
$299.75
REA REA GROUP LIMITED 
$144.75
RMD RESMED INC
$28.54
TNE TECHNOLOGYONE LIMITED
$9.28
WEEKLY PDF
Stories To Read From FNArena
WEEK 47
WEEK 46
WEEK 45
WEEK 44
WEEK 43
FNARENA TALKS
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FNARENA WINDOWS
Window on FOOD, BEVERAGES & TOBACCO
Customers Stick To Domino’s Pizza
Domino’s Pizza has ramped up marketing in Europe as well as its digital ordering strategy, with a focus on retaining customers
Dec 01 2020
Window on FOOD, BEVERAGES & TOBACCO
Rough Time Ahead For Treasury Wine
Can Treasury Wine overcome the loss of a large part of its Chinese market and redirect supply to other regions?
Dec 01 2020
Window on TELECOMMUNICATION
Superloop: Ready To Roll
Michael Gable of Fairmont Equities suggests telco infrastructure company Superloop is set for a retest of its highs.
Dec 01 2020
SMSFUNDAMENTALS
SMSFundamentals: What’s The Minimum Required To Run Your SMSF?
SMSFundamentals is an ongoing feature series dedicated to providing SMSF trustees with valuable news, investment ideas and services, in line…
Nov 26 2020