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Orora: a non-traditional income stock

LIVEWIRE | “Orora is one stock that is not considered a ‘traditional’ income stock. Given its earnings are relatively stable and its dividend payout ratio is set around 70%, Orora’s dividend is sustainable. Further, with 30% of its earnings retained and redeployed back into the business, the company has done an excellent job in creating […]

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20, September 2017
Australian equities

Telstra: Dog or darling? | Q&A with Jason Teh

LIVEWIRE | Dividend unsustainable, even after the cut Looking ahead, with Telstra’s new dividend set at 22 cents per share, it may look like the dividend is sustainable at the current lower level. We do not think so. When the NBN migration is complete, we believe Telstra earnings per share will be very close to […]

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18, September 2017
Uncategorized

Telstra's Trump moment

DANIEL MUELLER | Did Telstra just have its Trump moment? Prior to Telstra’s FY17 result, media articles abounded speculating the company was going to announce the securitisation of its recurring NBN payments. The media cited various analyst reports that a securitisation of up to $18 billion was about to create a capital management bonanza for […]

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14, September 2017
Australian equities

The ASX dividend dilemma | Q&A with Jason Teh

LIVEWIRE | The ASX has been viewed as a stable source of income, given the context above do you believe this is changing? Ever since the introduction of the dividend imputation system, Australian companies have recognised that shareholders value franking credits. Hence, Australian companies generally pay higher dividends as a form of capital management compared […]

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14, September 2017
Australian equities

Watchdog slams AGL on Liddell

AUSTRALIAN FINANCIAL REVIEW | “I’m just assuming the board will be rational about it. They had a rough plan sorted out for the post-Liddell world anyway for replacing that capacity. I suspect it will be further tweaking of that plan,” said Jason Teh, Chief Investment Officer at Vertium Asset Management. As featured in the Australian Financial […]

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14, September 2017
Australian equities | Australian shares

Exposing retirement investment myths

FINANCIAL STANDARD | Watch Jason Teh presenting at the Financial Standard Retirement Income Forum where he exposes some retirement investment myths and discusses how the newly launched Vertium Equity Income Fund seeks to deliver investors relative to the Australian share market: more income less risk, and greater returns.   As featured in Financial Standard

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04, September 2017
Retirement

Latest report | Vertium Equity Income Fund

MONTH TO 31 AUG 2017 | The Vertium Equity Income Fund finished the month of August up 0.93%, ahead of the S&P/ASX 300 Accumulation Index which returned 0.75%. View report

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04, September 2017
Fund update

NBN cuts off $5.5b Telstra NBN revenue plan

THE AUSTRALIAN | “Facing these pressures, there really isn’t that much Telstra can do right now,” Mr Teh said. “It will have to be business as usual, and things are not getting easier; to make money you have to provide services,” he added. “It’s easy to compete on price and disrupt when you are a […]

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31, August 2017
Uncategorized

NBN kills off Telstra $5.5b plan

AUSTRALIAN FINANCIAL REVIEW | Vertium Asset Management chief investment officer Jason Teh said Telstra is going through a massive transformation as the NBN rolls out. “In a post 2021 world, Telstra has already highlighted close to $3 billion of earnings are going to disappear,” Mr Teh said. As featured in the Australian Financial Review

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31, August 2017
Uncategorized

Woolies back in the retail race

THE AUSTRALIAN | Vertium Asset Management chief investment officer Jason Teh said a highlight of the result was the strong cash flow, while the food business had a strong turnaround. As featured in The Australian

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24, August 2017
Uncategorized
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