Research Monitor - September Quarter 2018 Research23 Jul 2018

The Australian Share Market, as measured by the S&P/ASX 300 Index, rose 7.5% on a price basis and by 8.4% including dividends in the June 2018 quarter, the best since March 2015 and in the top 20% since 1992.




  • June Quarter 2018 Performance

  • Trade Wars: “Trump tweeted that “Trade wars are good and easy to win”. We’d argue the opposite – trade wars are bad and nobody wins.”
  • Oil Prices to Trend Higher: “Our preferred exposure is Woodside which we rate a buy, with a price target of $39.”
  • The Royal Commission: “The Royal Commission into Financial Services was borne out of misconduct from CBA in life insurance and yet CBA has not been the largest casualty. This unhappy spot has been taken by AMP who has managed to make the least of a poor situation.”, and
  • Stock Picks: CBA, WBC, BHP, OZL, P2P, PGC, CNI, SGP, MWY, BIN, AXL, CAJ









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