Retailers report shrinking margins in reporting season, gold to bounce back

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The latest reporting season showed some small cap companies are under pressure – including retailers – while others have a rosier outlook, such as gold miners, according to Phillip Hudak

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Depreciation of the Australian dollar a key factor to watch this earnings season

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The Australia dollar is a key factor that markets have yet to price in and will need to be closely watched this earnings season, according to co-portfolio manager of the

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Opportunities in gold producers as well as more M&A activity likely

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The higher gold price has boosted margins for gold miners who likely have further to run, while cost-of-living pressures make retailers more risky investments, according to Phillip Hudak and Matt Griffin,

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Maple-Brown Abbott sees opportunities at the smaller end of the Australian gold mining sector

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Boutique investment manager Maple-Brown Abbott believes select Australian small cap gold miners offer attractive valuation and earnings metrics. Phillip Hudak, co-portfolio manager, Australian small companies at Maple-Brown Abbott, says the

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Australian small caps at inflection point this reporting season

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Overall, the February reporting season was generally positive for Australian small caps, with the domestic economy remaining resilient, and many small cap company results beating market expectations, says Phillip Hudak

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Mining for growth: navigating the small cap resource sector

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Given our investment philosophy is ‘earnings drive share prices’, we typically don’t buy resources stocks until there is a solid framework around resource/reserves and a scoping or feasibility study, with

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Aussie small caps well-positioned for any economic downturn

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According to Maple-Brown Abbott, Australian small cap companies are well positioned for any downturn given balance sheets are flush with cash and limited debt, the majority of stocks in the

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Recent market weakness a positive for Australian small caps

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Maple-Brown Abbott Australian Small Companies Co-Portfolio Managers Phillip Hudak and Matt Griffin believe the recent market pull-back makes the Australian small-cap sector increasingly attractive for longer-term investors. With further recent

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Clear themes behind winners and losers for Australian small caps

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The impact of higher interest rates and the rising cost of living is yet to take full effect on the Australian sharemarket, meaning there is likely to be further downgrades

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Maple-Brown Abbott launches Australian small companies fund managed by Phillip Hudak and Matt Griffin

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Maple-Brown Abbott has launched an Australian small companies fund following the appointment of Phillip Hudak and Matt Griffin to the boutique investment manager in April. The Maple-Brown Abbott Australian Small

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