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Stars aligning for ‘unloved’ small caps as divergence signals strong returns

The Australian small-cap sector is currently trading at a whopping 30 per cent discount, according to new research from Datt Capital, with history suggesting strong returns are likely to follow as active managers continue to show their skill in this buzzing space.

Lisa Uhlman | 8th Nov 2023 | More
Downgrades and dislocations: Reporting season creates opportunity in small caps

With reporting season already revealing earnings misses, valuation pullbacks are creating opportunities in high-quality small caps, according to DNR Capital’s Sam Twidale. Investors should look through short-term risk and select from sectors where fear and uncertainty prompt mispricings.

Lisa Uhlman | 11th Aug 2023 | More
  • High demand for cybersecurity rolls out new investment opportunities

    After a string of high-profile incidents, the sale of Australia’s largest listed cybersecurity company, Tesserent (ASX:TNT) to French multinational Thales is a reminder of the value in carefully selected small cap stocks.

    Emmanuel Datt | 21st Jun 2023 | More
    Small businesses need relief on costs, labour to weather ‘perfect storm’: COSBOA

    Significant global and domestic pressures have created a particularly challenging environment for small businesses, which are facing higher costs and lower revenue as “long-tail effects” of the pandemic, the peak industry body says in new research.

    Lisa Uhlman | 31st May 2023 | More
  • Half of SMEs made a profit in March, but recession fears weigh on sentiment

    While small and medium enterprises remained resilient in March, concerns about rising input costs and the growing chances of recession have businesses toning down their hiring plans.

    Lisa Uhlman | 21st Apr 2023 | More
    Will A2 Milk capitalise on the US infant formula shortage?

    The shortage of infant milk formula (IMF) in the United States has become the number one issue facing families. Supply had already been under pressure for the past two years from pandemic induced logistic constraints. Then Abbott Laboratories (NYSE: ABT) – which supplies 50% of the US market – shut its manufacturing facility in Sturgis,…

    Lachlan Buur-Jensen | 1st Jun 2022 | More
    Dyno Nobel set to relist on the ASX as Incitec Pivot gains on Ukraine war businesses

    Fertilizer and explosives chemicals company Incitec Pivot (ASX:IPL) has posted a better than expected profit result boosted by a rise in fertiliser prices and strong demand for mining explosives coming from the company’s Dyno Nobel business. The strong rebound in demand for mining explosives comes on the back of a global push for decarbonisation. The…

    Ishan Dan | 27th May 2022 | More
    5 blue-chip ASX shares to counter inflation

    After months of central banks kicking the can down the road, inflation is beginning to entrench itself. Businesses are reporting rising input prices. Households are being hit with bigger bills. And markets continue to swing wildly. Here are five ASX shares to protect your portfolio from inflation. Supermarkets don’t exactly scream sexy, exciting, or invest…

    Lachlan Buur-Jensen | 6th May 2022 | More
    Is this the end for Zip?

    The Zip Co Ltd (ASX: ZIP) share price is under the spotlight after releasing its FY22 third-quarter update. Growth continues for Zip The buy now, pay later business told investors how it performed in the three months to 31 March 2022. Group quarterly revenue increased by 39% year on year to $159.2 million. This came after transaction…

    Jaz Harrison | 29th Apr 2022 | More
  • Where to now for Aussie tech?

    The ASX All Technology Index is down 23% in 2022 in large part to fears about rising inflation, interest rates and the ongoing invasion of Ukraine. The selling has been indiscriminate. High-quality shares such as Xero are down over 30% while more nascent businesses like Zip are down 75%. Despite the carnage in ASX tech shares, the…

    Lachlan Buur-Jensen | 27th Apr 2022 | More
    Battery materials in short supply but valuation is key

    With the world stepping-up its efforts to decarbonise sooner rather than later, parts of the economy have been pushed into rapid transformation to become sustainable. The knock-on effect of Covid-19 and the Ukraine crisis has brought about supply chain disruptions and skyrocketing demand in the metals primarily used in electric vehicle batteries. And for those…

    Ishan Dan | 25th Mar 2022 | More
    Banking on travel – the bull and bear case for WebJet

    The Webjet Limited (ASX: WEB) share price has both positive and negative factors going for it right now. Which one is right? Webjet is best known for being an online travel agency (OTA). But it also operates the WebBeds business, which is a ‘business to business’ (B2B) company. GoSee is the other business it runs, which is…

    Jaz Harrison | 23rd Mar 2022 | More