ASX Announcements
Market Sensitive
Periodic Reports - Other, Progress Report
- May 8, 2024
- 7 pages
Notification of cessation of securities - GMG
Appendix 3H (Notification of cessation of securities)
- Apr 10, 2024
- 4 pages
Goodman Group announces retirement of Phillip Pryke
Director Appointment/Resignation
- Apr 10, 2024
- 2 pages
Yesterday
- Opinion
- Sharemarket
These stocks are primed for ‘tectonic-sized’ tailwinds
The magnificent seven are not the only way to play artificial intelligence, there’s money to be made in storage, energy and software on the ASX too.
- Jun Bei Liu
This Month
The Aussie stock picks that made this fund a top 10
Platypus Asset Management’s Prasad Patkar names Reece among the $5 billion money manager’s key investment calls. But he’s wary of BHP’s big M&A bet.
- Sarah Jones
- Opinion
- Chanticleer
How Goodman Group’s data centre dream could be super-sized
The next generation of data centres will require even more land. That’s something Greg Goodman says his group can provide.
- James Thomson
Goodman warns on China as data centre push gathers speed
Occupancy across Goodman’s China portfolio was 93 per cent over the March quarter, compared with 98 per cent across its overall portfolio.
- Larry Schlesinger
Rest Super, Barings snaffle $780m Goodman industrial portfolio
The Australian super fund and US investment manager have acquired 12 properties in Sydney and Melbourne, leased to the likes of Amazon and Metcash.
- Larry Schlesinger
How Sage Capital is making money from other investors’ panic
Veteran hedge fund manager Sean Fenton has no qualms going against the crowd, buying ResMed after its collapse in 2023.
- Joanne Tran
April
- Opinion
- Chanticleer
12 stock picks for a tough investing environment
Low rates and endless stimulus may have left investors unprepared for the difficult environment that lies ahead. Here are 12 stock picks to consider.
- James Thomson
The eight stocks most loved by Australia’s best fund managers
Despite the headwinds, CSL is still loved by the top stock pickers. CBA and BHP are also widely held – but not as widely as expected.
- Joshua Peach
- Opinion
- Chanticleer
‘Big Short’ hero’s new big idea is one Aussie investors can ride
Famed US investor Steve Eisman says that when things are good, markets trade on stories. But there’s one theme that stands out from the rest.
- James Thomson
February
Goodman lures private capital giants for New Zealand funds platform
But with a target to grow funds under management to around $NZ2 billion within the first five years, there will be plenty of room for investors
- Sarah Thompson, Kanika Sood and Emma Rapaport
- Opinion
- Chanticleer
As Nvidia explodes, this may be the way to play AI on the ASX
The ASX has few direct links to the AI boom, but investors should think about which local stocks are best placed to lead the race to adoption.
- James Thomson
$80b data centre opportunity lifts Goodman to new high
While the industrial powerhouse swung to a statutory loss after asset values fell 4 per cent, it upgraded both earnings guidance and its data centre pipeline.
- Larry Schlesinger
January
- Exclusive
- Commercial real estate
Mirvac office fund declines 14.5pc as headwinds hit wholesale sector
While office assets continue their drawn-out decline in value, dark clouds are also sitting heavy over the golden child of industrial property.
- Michael Bleby
December 2023
Is now the time to buy REITs?
With the peak in interest rates in sight, it may be time to consider the listed property trusts again. But be careful which stocks you buy, experts say.
- Larry Schlesinger
Inside Goodman’s first multistorey warehouse in Australia
Goodman is hoping its latest warehouse will convince Australians that building warehouses vertically is a solution to land constraints.
- Campbell Kwan
- Exclusive
- BOSS
Australia’s 50 highest-paid CEOs in 2023
Despite topping the pay ranks, Macquarie Group’s Shemara Wikramanayake is just one of two women on the list.
- Patrick Durkin
November 2023
- Opinion
- Chanticleer
‘Stretch pricing’ era over, squeeze next in industrial property
Greg Goodman’s been on the wrong side of a liquidity squeeze. This time, he’s ready to pounce.
- Anthony Macdonald
Goodman targets distressed sellers, eyes $50b of data centres
Chief executive Greg Goodman says the industrial property group is poised to buy sites from those that must sell, while its data centre opportunity is now about $50 billion.
- Larry Schlesinger
September 2023
Brickworks boss says housing shortage is worse than expected
Higher energy and labour expenses offset a rise in revenues at the building materials group. But demand for bricks and tiles is an underlying strength.
- Simon Evans
- Opinion
- Chanticleer
Top fund managers share 11 stock picks for the long term
After a dramatic earnings season, fund managers are looking for long-term growth in a tricky environment. Here are some of their top picks.
- James Thomson