IML

The Australian tradie market is a huge and essential part of the economy, yet despite its size, the sector has been slow to embrace digitalisation, with many tradespeople still attracting customers via word of mouth, paper-based advertising and letterbox drops. But in recent years, hipages Group has been quietly reshaping this space. IML portfolio manager Lucas Goode talks to Stockhead about why IML’s small cap team are invested in the company. https://lnkd.in/dQ2tdYPv

How are China’s steel and lithium industries performing? And how is this likely to impact Australian resource companies? Daniel Moore talks to Jason Guthrie about his recent Chinese research trip where he visited steel mills and lithium mines and met Chinese companies and government officials. Listen to a clip by clicking on the image below or follow the link for the full podcast where Daniel and Jason also discuss the Chinese economy more broadly, as well as the recent Chinese stimulus and the potential ramifications of a 2nd Donald Trump Presidency. https://lnkd.in/gr3kjE2W #China #lithiumstocks #resources

Brambles is an Aussie success story, a global leader, up c. 35% this year. Is it now fully valued? Not according to IML Equity Analyst Joshua Freiman. He talks Jason Guthrie through his investment thesis for Brambles and why he forecasts compound annual earnings per share (EPS) growth of more than 10% for the next three years. #ASX #equities #valueinvesting

Australian and global markets have been very buoyant over the course of 2024, trending up on investor optimism despite geo-political turmoil, some persistent inflation and weakness in Chinese property. Join the IML Investment team for two webinars next week where they will discuss what has driven markets in 2024; what they believe is in store for investors in 2025 and the outlook for key companies in IML portfolios. Large cap webinar | Tuesday, 19 November 2024 | 11am AEDT Small-mid cap webinar | Thursday, 21 November 2024 | 11am AEDT Attendees joining the live webinar will be eligible for CPD points. https://lnkd.in/gHwnKPgY

How do you determine whether a company's earnings will be resilient? Daniel Moore shared with Livewire Markets the qualitative factors he looks for to determine resiliency and a company's future earnings potential. He also named four companies he believes are well placed for the future. https://lnkd.in/gWYKMCA4

Are these 3 healthcare stocks a prescription for profit? According to Marc Whittaker, CFA they are well placed for future growth: - Reported improved results during reporting season; - Continue to have resilient business models; - Are in sectors which will continue to consolidate over time; and should - Benefit from increased government expenditure. Find out which stocks Marc is talking about https://lnkd.in/gNqC654Z

From healthcare and fast food – undervalued stocks with the most potential.   In his latest ausbiz interview with Nadine Blayney, Marc Whittaker, CFA highlights two stocks where he sees opportunity: - Cyclopharm (ASX: CYC) – an innovative gas for lung imaging - KFC franchise owner Collins Foods (ASX: CKF)   https://lnkd.in/dF5QQYUA   #smallcaps #valueinvesting

Healthcare on a tear – but why? In the latest podcast Marc Whittaker, CFA talks to Carl McMinn about: ·      Small-mid cap growth and the main driving forces behind it ·      The recent rebound in the healthcare sector ·      Standout companies of the quarter including Australian Clinical Labs ·      Disappointing performances and key learnings Listen to the clip below for Marc’s take on small cap healthcare and resources or click the link below to hear the full podcast: https://lnkd.in/gVQAUNti Recorded 4 October #ASX #quarterlyreview #smallcaps

Quarterly update – resources and banks drive markets, but can it continue? In this podcast Carl McMinn talks to Daniel Moore about the performance of Australian sharemarkets and IML’s large cap funds over the September quarter – including banks, resources, Chinese stimulus and key stocks. Listen to the clip below for Dan’s take on markets, including the impact of the Chinese stimulus announcement or click on the link below for the full podcast: https://lnkd.in/g3bMJMvY Recorded 4 October #ASX #valueinvesting #largecaps

Underperforming or undervalued? In his latest ausbiz interview with Nadine Blayney, Lucas Goode highlights three undervalued stocks and what he thinks the market is missing. Tune in to learn more about why Lucas believes Austal (ASX:ASB), Hanson Technologies' (ASX:HSN) and New Hope Corporation (ASX:NHC) are undervalued. https://lnkd.in/gkYRXpyb #smallcaps #valueinvesting