us market

As it stands the ASX’s November 2020 performance could be the best in over 50 years. It seems impossible when you consider the state of the ‘real economy’ which is effectively on Government life support following enforced economic lockdowns. Such has been the strength of the recovery that estimates suggest the ASX now trades on…

Rhinomed (RNO, 17.5 cents)Market capitalisation: $44 millionThree-year total return: +4.1% a yearAnalysts’ consensus valuation: n/a The Melbourne-based Rhinomed is a specialist in respiratory airway technology: it is a world-leading developer of nasal devices made from ultra-soft medical-grade bio-compatible polymers, that helps the volume of air travelling through the nose. The company has brought to market three kinds of…

Company Info: Adherium (ADR, 2.5 cents)Market capitalisation: $17 millionThree-year total return: -33.8% a yearAnalysts’ consensus target price: n/a Adherium is a global leader in medication compliance technology, developing devices that monitor the extent to which patients suffering chronic illness take their medications as prescribed. More than 50% of such patients do not do so, resulting…

And still they keep coming – here’s the fifth instalment of our series on the fascinating ASX cohort of medical device developers. As always, don’t let the impressive sexiness of the technology persuade you on its own that these stocks are headed for the stars. In each of the three cases presented here, previous investors…

While the active versus passive debate rolls on and on across the investment world, some active managers have gone to the ‘dark side’, at least partially, by adding more quantitative inputs for new strategies, such as thematic investing. The concept of ‘thematic’ investing, which describes the strategy of identifying sectors of the economy expected to…

Which stocks will stand out if Trump or Biden wins the Presidency? When it comes to politics, it is best to leave personal opinions and views separate from investment decisions, as they rarely have any great significance to the share market. In saying that, the upcoming Presidential Election is one of those few political events…

Australia has followed the US in bouncing back with new sharemarket listings after a hefty slump during much of the first half of the calendar year, at least in terms of the number of initial public offerings (IPOs). In the absence of any mega listings, Australia is still unlikely to break any records in terms…

With the deleveraging plans out in the marketplace, analysts think there is more value in the European/North American angle when it comes to the Westfield story, with consensus target prices for Unibail-Rodamco-Westfield on the ASX showing far greater expected upside than for the Scentre Group’s Australian-New Zealand exposure.   So much so that there have…

The stellar run in the Nasdaq 100 index, which has seen it reach new all-time highs some 40 times already in 2020, shows no signs of slowing. With such strength and a willingness of investors to look beyond short-term losses, a single-file, socially distanced line of “unicorns” is awaiting their piece of the action. The…

Michael LaBella, Head of Investment Strategy at QS Investors.