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Recovery underway in oOh!media

On the surface, oOh!Media’s (ASX:OML) results for the six months to 30 June 2021 (1H21) and outlook commentary suggested that the Company is well leveraged a domestic economic & business recovery once current restrictions ease. However, the extent to which OML can capitalise on an eventual recovery in market conditions is also dependent on several Company-specific factors. Accordingly, we assess the extent to which the re-rating in the shares can continue. About oOh!media oOh!media (OML) operates in the Australian and …

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“Your Stock Request” – 2 September 2021

“Your Stock Request” is a weekly video where we analyse share price charts for stocks on the Australian market (ASX) as requested by you! Email us at mail@fairmontequities.com with your stock request. Limit of one per person, no guarantee of a mention. This week’s stock request: (ASX:ASM), (ASX:LYC), (ASX:GMG), (ASX:ACL), (ASX:AR9) Michael Gable is managing director of Fairmont Equities.   Latest prices available on the ASX website. You can learn more about technical analysis in this article.  An 8-week FREE …

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What are interest rate sensitive stocks?

It is beneficial to know what stocks are affected by different macroeconomic circumstances. This is so portfolios can be managed to take advantage of the change in environment. Last week we discussed defensive and cyclical stocks, this week we discuss interest rate sensitive sectors. Definition Interest rate sensitive stocks are stocks which react to interest rate movements more than the others in the market. A discounted cash flow is used to calculate a present value of the stock or to …

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Can the REA share price rise with house prices?

REA Group (ASX:REA) recently reported results for the 12 months to 30 June 2021 (FY21). The FY21 results highlighted operating leverage as well as strength in the underlying business. Despite this, the share price has gone backwards. A key reason for the sell-off in the shares following the result release was that the outlook for listings growth was softer than expected. We assess the positive & negative factors influencing the outlook for listings growth in FY22, which is a key …

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“Your Stock Request” – 26 August 2021

“Your Stock Request” is a weekly video where we analyse share price charts for stocks on the Australian market (ASX) as requested by you! Email us at mail@fairmontequities.com with your stock request. Limit of one per person, no guarantee of a mention. This week’s stock request: (ASX:COL), (ASX:RNU), (ASX:HTG), (ASX:PGH), (ASX:GEM) Michael Gable is managing director of Fairmont Equities.   Latest prices available on the ASX website. You can learn more about technical analysis in this article.  An 8-week FREE …

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