Research Monitor - March Quarter 2020 Edition Research20 Jan 2020


  • Q4 2019 Performance. Investors who avoided the banks and stuck with the pharma sector would have handsomely outperformed the index.
  • 2020 Outlook for ASX200. The 21.3% rise in 2019 in the ASX All Ordinaries Index is the 16th highest since 1936.
  • The “Melt-up” phenomenon. The compound rate of earnings of the Australian market has been 5.32% since 1875.
  • EFG predictions and preferences. Each December, we review the Outlook we presented a year earlier. In 2019 our predictions proved to be sound.
  • Stock recommendations: MQG, CBA, SFR, S32, STO, WPL, CMA, VVR, PAL, VVA, OPY, WZR, ATU, MMI, MNY, Z1P.


Related Articles
Research01 May 2020 Research Monitor - June Quarter 2020 Edition
INSIDE THIS ISSUE Q1 2020 Performance: The advent of the new coronavirus outbreak is one of those events often referred to as “Black Swans”. Banks and dividends: The bad debt c... Read More
Research17 Oct 2019 Research Monitor - December Quarter 2019 Edition
INSIDE THIS ISSUE Q3 2019 Performance. There were once again some spectacular returns amongst small companies. Investing in a low interest rate environment. Investors need to f... Read More
Research05 Jul 2019 Research Monitor - September Quarter 2019 Edition
  INSIDE THIS ISSUE Is the Australian economy turning the corner? Overall, with lower interest rates, tax cuts and an improving fiscal picture, the Australian economy is set ... Read More
Research17 Apr 2019 Research Monitor - June Quarter 2019 Edition
  INSIDE THIS ISSUE Are Small Companies too expensive: Is there sufficient earnings growth in Small Companies relative to Large Companies to justify the premium? ASX Tech Se... Read More
A - Z  % Change  
{{data.Symbol}} {{data.CompanyName}} {{data.Close}} {{data.AsAt | date :'shortTime'}} {{data.Movement | number : 2}} {{data.MovementPercent | number: 2}}%