Weekly Reports | Nov 13 2020
Our top ten news from 05 November 2020 to 12 November 2020 (ranked according to popularity).
1 – ESG Focus: Covid, The Aftermath – Part 3
Thursday 05 November 2020
Preparing for the "green recovery" and social stimulus, ESG investors are focusing on the effects of covid-19 on individual environmental, social and governance themes, and lining up their ducks – FNArena summarises the winners and losers and checks out the post-covid geopolitical and anti-trust environments
2 – Rudi Interviewed: Four Baskets For Equities Portfolio
Friday 06 November 2020
Transcript of interview from early August, in which the FNArena Editor shares his insights about buying quality stocks, his four baskets for portfolio construction, and what to look for in reporting season.
3 – October In Review: Banks & Tech Outperform
Monday 09 November 2020
During October the ASX200 outperformed most developed markets peers, with the financial and technology sectors leading the way
4 – ASX200: Bumpy Ride Ahead
Tuesday 10 November 2020
Michael Gable of Fairmont Equities suggests a break-out of the range implies the ASX200 should now move higher, but it will not necessarily be smooth.
5 – Rudi's View: Portfolio Rotation!
Wednesday 11 November 2020
Violent share price movements on the local bourse this week, mimicking a similar jump in share price volatility in the US and elsewhere, has led to questions from subscribers and investors
6 – Rudi's View: A New Era For FNArena
Thursday 05 November 2020
In this week’s Weekly Insights:-A New Era For FNArena-Snippet 1: It’s A Pause, Not A Break-Snippet 2: Contain Your Expectations-Snippet 3: Santa Not Coming Out This Year?-Snippet 4: Banks Increasingly Back In Focus-Snippet 5: M&A Is Back!-Snippet 6: No Enthusiasm
7 – The Wrap: Optus, Construction & Healthcare
Friday 06 November 2020
Weekly Broker Wrap: Optus's acquisition of Amaysim may be positive for the industry; the health insurance industry's gross margins fell in FY20; backlog in elective surgery saw reduction in the September quarter.
8 – Australian Broker Call *Extra* Edition – Nov 11, 2020
Wednesday 11 November 2020
Extra Edition of the Broker Call Report
9 – Rudi's View: Why Are Equities Rallying?
Thursday 12 November 2020
In this week’s Weekly Insights:-Why Are Equities Rallying?-Question Of The Week-Rudi Talks-Conviction CallsWhy Are Equities Rallying?By Rudi Filapek-Vandyck, Editor FNArenaDespite the 45th president of the United States’ claim that if he were voted out of office, the
10 – Weekly Ratings, Targets, Forecast Changes – 06-11-20
Monday 09 November 2020
Weekly update on stockbroker recommendation, target price, and earnings forecast changes.
