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The line between tactical investments and risky bets

SoftBank sells Arm for Stake in NvidiaSoftBank announced it would be swapping its $40 bn ownership in Arm, for a $21 bn stake in software company Nvidia. This is possibly the priciest semiconductor sale seeing...

Reporting Season: Afterpay Limited (APT.ASX)

Maqro Adviser Video Commentary Maqro Research Team CoverageOverall, APT’s earnings beat market expectations, with its revenue and EPS ahead of estimates, largely due to a lower provision from higher than anticipated collections of instalment payments during...

Reporting Season: Mesoblast Ltd (MSB.ASX)

Maqro Research Team CoverageOverall strong performance, with 92% increase in revenues and 13% reduction in loss after tax despite increased investment in commercial readiness for the potential launch of RYONCIL in the US.Key event in...

Reporting Season: Regis Resources Ltd (RRL.ASX)

Maqro Research Team CoverageOverall, RRL missed expectations on both earnings and dividend, although growing significantly from last year. This is largely due to a much higher average realised price of gold as RRL’s production numbers...

Reporting Season: Nanosonics Ltd (NAN.ASX)

Overall, NAN missed expectations, with the weakness in earnings attributed to a low Q4 growth (driven by reduction in range of healthcare procedures and limited hospital access due to COVID-19).R&D expenses also significantly increased (by...

Reporting Season: Sandfire Resources Ltd (SFR.ASX)

Maqro Research Team CoverageOverall, SFR’s results were broadly in-line with expectations, with a downgrade to FY21’s production already known beforehand from its Q4 report released a month ago. The key highlight is the higher than...

The Race to Develop a Vaccine

Before a vaccine can reach the human trials stage, there are several prior phases that must be approved. Phase 1 involves safety tests to control the correct dosage amount, side effects that exist and confirmation...

The Race to Develop a Vaccine: Who’s Winning?

Before a vaccine can reach the human trials stage, there are several prior phases that must be approved. Phase 1 involves safety tests to control the correct dosage amount, side effects that exist and...

Reporting Season: Fortescue Metals Group Ltd (FMG.ASX)

Overall, FMG beat expectations, with its dividend being the highlight of the report (significantly higher than expectations, with a payout ratio of 77%). Its outlook is neutral/slightly bearish, with production numbers not expected to change...