ASX Announcements
April
Steep rise in student visa rejections ‘scaring applicants away’
News of the federal government’s clampdown on student visas is spreading far and wide and the US is becoming the destination of choice.
- Julie Hare
This fundie says CSL is a $500 stock
ECP Asset Management’s Sam Byrnes expects the blood plasma collector’s return on capital to substantially improve and remains bullish on IDP Education even though its share price has tumbled this year.
- Joanne Tran
February
Why short sellers could be wrong on Pilbara and IDP
Short sellers are not always right, but investors need to understand their thinking, say the experts.
- Mark Draper
November 2023
This small caps fundie says GQG Partners is a buy
OC Funds investment chief Robert Frost says the market is too conservative on the US money manager and has been buying up IDP Education and Domain Holdings after heavy sell-offs.
- Joanne Tran
Wary employers ignore bank of international talent
Overseas students are attracted to Australia thanks to generous visas that allow them to stay and work after graduation. The problem is, employers won’t give them a go.
- Julie Hare
September 2023
ClearLife duo primed to pick ASX winners and losers
David Moberley and James McBeath say property and bank stock yields make little sense in a world of higher interest rates.
- Jonathan Shapiro
August 2023
- Opinion
- Chanticleer
What we learnt: Domino’s Pizza, IDP Education, The Lottery Corp
Domino’s delivers some better news after a tough 2023, IDP Education surges, and The Lottery Corporation wins by playing defence.
- Anthony Macdonald and James Thomson
IDP flies high as students roar back
IDP’s results reflect a post-pandemic boom as international students flock back to study outside their home countries.
- Julie Hare
June 2023
How this company created its own multibillion-dollar industry
IDP Education had the largest offshore revenues in 2022 of $754.8 million In The Australian Financial Review’s Fast Global list.
- Julie Hare
How this company grew from school tutoring to help 70 unis worldwide
Studiosity focused entirely on the Australian market until 2017. It has since moved into the UK, Canada, New Zealand and now Dubai.
- Julie Hare
ECA educates investors as it eyes a $500m graduation onto the bourse
The student services outfit is back exploring a sharemarket listing when Australian universities’ international student intakes are in full swing.
- Sarah Thompson, Kanika Sood and Emma Rapaport
Why this fundie is bullish on Lovisa despite recession fears
ECP Asset Management’s Jared Pohl shares his thoughts on the future of IDP Education after this week’s sell-off and why GQG is the most undervalued stock in the fund.
- Joanne Tran
May 2023
IDP Education in $1.1b sharemarket wipeout
Canada is letting rival players offer English language testing from August, with UBS warning it could rip a $27m hole in IDP’s profits.
- Simon Evans
School’s out for ECA; MacCap, BofA tee up IPO roadshow
ASX aspirant ECA will be compared to listed tearaway IDP Education.
- Sarah Thompson, Kanika Sood and Emma Rapaport
February 2023
IDP surges as international students flock back
Revenue rebounded strongly in the first half as students embraced the opportunity to live and study overseas again.
- Julie Hare
November 2022
Buy, hold, sell: Three of the ASX’s most-shorted stocks (and two long-term compounders)
QVG’s Josh Clark and ClearLife Capital’s David Moberley analyse three heavily shorted stocks and name one stock with enviable compounding potential over the long term.
October 2022
Buy, hold, sell: Five resilient cash cows
Two fundies give their analysis of three profitable ASX darlings and share one small cap that they believe will continue to spew out cash (and remain resilient) over the year ahead.
August 2022
IDP doubles profit, reinstates dividend as borders open
Exposed to the headwinds of the pandemic, IDP Education has bounced back strongly, reporting strong demand from international students.
- Julie Hare
IDP takes calculated gamble on new CEO
Appointing a new chief executive is always a “risky business”, says Peter Polson, chairman of IDP Education. But he reckons he’s got this one right.
- Julie Hare
Little incentive to stay at Adore Beauty
One by one, the lifeboats are fleeing the impending wreckage of Adore Beauty.
- Michael Roddan
