ASX – Vertium Asset Management

Petrol sector shake-up in sight as Viva Energy considers IPO

Sam Cole — Mon, 19 Mar 2018 22:42:04 +0000

AUSTRALIAN FINANCIAL REVIEW | Vertium Asset Management portfolio manager Jason Teh said investors would be keen to see the shape of the to-be-floated Viva company, and to discover the motivation for an IPO, whether to raise capital for future funding or to exit the business. “As long as you’ve got consistent growing earnings I think […]

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Wesfarmers plans to spin off Coles

Sam Cole — Sun, 18 Mar 2018 22:12:06 +0000

4-TRADERS | Daniel Mueller, a portfolio manager and analyst at Wesfarmers shareholder Vertium Asset Management, said the spinoff is a “bit of a masterstroke by management,” saying Coles appears undervalued compared with Woolworths. Read full article in 4-Traders

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Telstra: What the market missed

Sam Cole — Thu, 15 Feb 2018 04:14:02 +0000

DANIEL MUELLER | LIVEWIRE | Competition is hitting the jewel in Telstra’s crown The most important piece of information in this report is this: Telstra’s mobile business is under pressure. Postpaid ARPU (including mobile repayment options) decreased 3.6% due to higher data inclusions. This is the 5th consecutive half of postpaid ARPU decline with an acceleration in the rate […]

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Weed out the false narrative

Sam Cole — Wed, 06 Dec 2017 03:30:21 +0000

JASON TEH | Humans love stories and we ascribe them to everything to make sense of the world. The stock market is the perfect environment for narratives because we innately try to make sense of why stock prices change. The trouble with stories is that it can get out of hand and stock prices may […]

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Equity ‘bubble’ fears overstated: Vertium AM

Sam Cole — Tue, 24 Oct 2017 22:47:47 +0000

INVESTOR DAILY | Most stocks on Australian and US stock exchanges are trading well below their pre-GFC valuations, says Vertium Asset Management chief investment officer Jason Teh, who will be speaking at the InvestorDaily Asset Strategy Forum 2017 next week. Read full article in Investor Daily

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Fund star Teh casts light on low-risk winners

Sam Cole — Tue, 24 Oct 2017 22:16:45 +0000

THE AUSTRALIAN | It may be the most-hated bull market in history, but there are still some low-risk buying opportunities for income-focused investors, says Vertium Asset Management chief investment officer Jason Teh. “Every second week you hear a bear market prediction, and that’s a healthy sign,” he told The Australian yesterday. “I’m not seeing ridiculous earnings multiples.” […]

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