by Andrew Baber | Nov 20, 2023 | Hatchings
Hatchings SEPTEMBER 2023 – ISSUE 17 The August 2023 Reporting Seasons Increasing Interest Rates Bite, the Consumer Trades Down and High Costs for Resource Companies Leads to Lower Free Cash Flow. Author: Platypus Over the last 6 months guidance for the ASX 300...
by Andrew Baber | Apr 15, 2023 | Hatchings
Hatchings APRIL 2023 – ISSUE 14 The Lopsided Trading Smile How Investment Product Unit Pricing Distorts Daily Trading Volume For many years, no self-respecting financial markets participant would take a call when the market opened. For the Australian Securities...
by Andrew Baber | Mar 9, 2023 | Hatchings
Hatchings MARCH 2023 – ISSUE 13 Good assets get better, and turnarounds are hard. AUTHOR: Prasad Patkar The February 2023 interim reporting season was tough for many companies listed on the Australian Securities Exchange, highlighted by elevated costs offset...
by Andrew Baber | Feb 7, 2023 | Hatchings
Hatchings FEBRUARY 2023 – ISSUE 12 The Energy Market The Unintended Consequences of Government Intervention How should investors assessmarket intervention by governments? It’s a perennial challenge as governments strive for a balance between the growth and...
by Andrew Baber | Jan 10, 2023 | Hatchings
Hatchings JANUARY 2023 – ISSUE 11 2023 What to Predict? AUTHORS: Hugh Donaldson and Jared Grylls “Prediction is very difficult, especially if it is about the future“ Niels Bohr – Danish Nobel Laureate in Physics and father of the atomic model. “There are two...
