CIMIC – Earnings Review

Posted on | by Leon Hinde

Cimic Group has been one of our high conviction ideas expressed to members during our regular Monday night webinars.

CIM offers exposure to above-average EPS growth supported by increased government and private spending on infrastructure in Australia, New Zealand and Asia.

CIMIC is scheduled to report full year earnings on 10 Feb with NPAT estimated to be around $650mil.

A2 Milk – 1H21 Earnings

Posted on | by Leon Hinde

The A2 Milk Company is under Algo Engine buy conditions and has been among the worst-performing stocks within our ASX 100 model portfolio.

Downgrade to earnings as a result of the impact on the Daigou channel sales into China has resulted in EPS likely to be down 32%.

The market is not expecting any further negative surprises, as the company last provided an update in December. 1H21 results to be announced on 25th February 2021.

China New Economy ETF

Posted on | by Leon Hinde

VanEck Vectors China New Economy is under Algo Engine buy conditions and is a current holding in our “ASX All ETF” model.

CNEW seeks to provide investors with access to a portfolio of the most fundamentally sound companies with the best growth prospects in the consumer discretionary, consumer staples, healthcare, and technology sectors that are domiciled and listed in Mainland China.