Alibaba

May 29th, 2017 Uncategorized

Alibaba Group Holding Limited is a Chinese e-commerce company that provides consumer-to-consumer, business-to-consumer and business-to-business sales services via web portals. 29 May 2017 Alex Pollak spoke to Alan Kohler Ali Baba is obviously a Chinese version of everything, aren’t they? Yes. Ali Baba just actually reported on Friday. Some very strong numbers 50% core revenue growth year … Continue reading “Alibaba”

Data: the new oil. Here are the companies with the biggest wells

May 26th, 2017 Disruption - With Alex Pollak

In 2007 four of the world’s top 10 companies were oil companies, with some of the world’s biggest reserves of oil, today five are data companies – with some of the world’s biggest reserves of data.

Fairfax, Warren Bezos?, Trump’s troubles, Europe’s comeback & the banks’ levee

May 20th, 2017 Weekly Overview

Fairfax is about to change hands for the 3rd time in 30 years, but the winning bidder is yet to be decided. Could Jeff Bezos be the new Warren Buffett? Trump’s troubles could be blessings for investors. Europe’s on the comeback as political risk fades and the bank levy could be offset by renegotiated deals with mortgage brokers.

Is the budget good or bad for investors, on balance?

May 16th, 2017 FUNDamentals

Not bad, quite bad and mixed. One thing our 5 fund managers do agree on is that the budget isn’t good for investors. Also this week a report from the 2017 Bennelong Investment Forum, China’s growth, Amazon in Australia and house prices.

Budget 2017, banking sector half-yearly reports, & Amazon’s impact on advertising

May 3rd, 2017 Research Watch

This week, policy wonks, political geeks and financial number-crunchers turn their attention to Canberra in the lead up to Budget Night 2017, and analysts have already begun to look at potential impacts on various sectors. Meanwhile, the banks are releasing their half yearly figures, and some are questioning how long the good times (or earnings) are going to roll, if mortgage repricing begins to slacken. Plus, if you think Amazon is only going to impact on the retail sector, Morgan Stanley urges you to think again.

Incumbents struggle to maintain revenue as cheaper competitors challenge marketshare

May 1st, 2017 The C-Suite

Registry Direct can seek the same return on equity at a much lower price and their IPO will help increase their claim on the market.

Registry Direct provides companies with both registry services and self service registries. But the surprise is that it’s the enormous market of unlisted companies that are banging down their door.

Alan Kohler’s Overview

April 29th, 2017 Weekly Overview

Investing in Australia is not delivering great returns in the past year, or the past 10 years. Alan explains why and looks at what options we have if we don’t invest in Oz.

Treasurer Scott Morrison elaborates on the division of good and bad debt. And Alan reflects on a milestone birthday.

Amazon and Google report strong growth

April 28th, 2017 Disruption - With Alex Pollak

Amazon and Google, two of the world’s top ten biggest listed companies, jumped around 4% in the aftermarket on the back of above-market quarterly revenue numbers released overnight; they showed organic growth of 23% and 22% respectively.

Amazon, Fixed gold price and CPI causes debt worries

April 27th, 2017 Talking Finance

Amazon is coming and Australian retailers need to prepare themselves. Morgan Stanley says online sellers and shopping mall could feel the strain in the coming years, but Ruslan Kogan is enthusiastic about their arrival.

Meanwhile RBC Capital Markets forecasts less up and down in gold prices with a fixed price long term view. And Annette Beacher from TD Securities has some worries about debt levels following this week’s CPI data.

Kogan says Amazon isn’t a threat, just an additional marketplace

April 27th, 2017 Full Interviews

Ruslan Kogan believes Amazon creates information parity between brands, distributors and the consumer. It will give consumers more information to make rational decisions and he aims to make that decision to buy from Kogan.




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