PEF Capital | Local service

PEF Capital

Phone: +61 402 255 524

Address: Level 1, 888 Bruswick Streeet 4005 Brisbane City, QLD, Australia

Website: https://pefcapital.com.au

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25.01.2022 https://www.pefcapital.com.au/market-wrap-18-june-2018/

25.01.2022 Qantas Airways has had a golden run over the last 3 years, but now the show is about to end. Sydney Airport acts as a bond-proxy. Harvey Norman reaches 3.5 year low. Update on CSL.

24.01.2022 $1,000 cash bonus for investments made by 15 June

22.01.2022 For full Market Wrap 16 July 2018, visit http://bit.ly/2Lkahn6 ACCC released its final report into retail electricity pricing on Wednesday. AGL fell as much as 8.5% intraday and Origin Energy (ASX:ORG) fell as much as 6.6 percent over Wednesday and Thursday. This is an interesting response given the less-than-direct impact the recommendations are expected to have to these gentailers bottom line. Flight centre peaked at $67. Flight Centre is likely to report a strong performa...nce next month, and we expect to see an increase on the current $1.54 annual dividend. However, the current premium for a company in such a cyclical industry is high (at 25 times PER) and likely to be unsustainable. Viva Energy completed its $4.5 billion IPO during the week. The stock closed first day of trade down 4% after floating at $2.50. Viva Energys performance will be compared against Caltex (ASX:CTX) which falls within our coverage. The Chinese government has redoubled efforts to reduce credit growth, in particular, local government borrowing. The expected result is downward pressure on infrastructure investment growth, and with that, reduced demand for steel, iron ore and coal. Policy change in China is placing pressure on steel manufacturers to minimise their environmental impact and maximise productivity. BHP and RIO may be affected, depending on the performance of other business streams. However, Fortescue (ASX:FMG) is likely to be more significantly impacted given the lower grade iron ore it produces and its lack of business revenue diversification. For more information on PEF Capital, visit www.pefcapital.com.au Follow PEF Capital on Twitter: http://www.twitter.com/pefcapital Follow PEF Capital on LinkedIn: https://www.linkedin.com/company/pefcapital/ Like PEF Capital on Facebook: https://www.facebook.com/PEFCapital/ Contacts Stephen Arulogun Chief Investment Officer +61 (0) 402 255 524

22.01.2022 https://www.pefcapital.com.au/market-wrap-9-july-2018/

22.01.2022 Looking to get ‘investor-ready’? Here’s why you need a data room #startup #investor #innovation https://www.pefcapital.com.au/looking-to-get-investor-read/

21.01.2022 Investment Highlights & Advisory snapshots - https://mailchi.mp/pefcapital/march-2019

20.01.2022 Want to gain exposure to property without the traditional bricks and mortar risks? Australian listed #RealEstate REITs are currently at a significant discount. With potentially strong gains from a number of different property classes, the sector is likely to perform strongly, says Financial Review http://ow.ly/Siaz30iu0LQ FNArena explains how #REITs operate http://ow.ly/Uep730iu0V4... Forecasts are mixed though, with CBA reducing its exposure whilst other investors increase exposure, occurring to The Sydney Morning Herald http://ow.ly/pShj30iu0LR PEF Capital actively invests in REITs - for more information about how you can invest with us, contact us at [email protected]

16.01.2022 https://www.pefcapital.com.au/winner-of-lunch-competition/

16.01.2022 https://www.pefcapital.com.au/market-wrap-2-july-2018/

10.01.2022 PEF Capital is proud to launch its Knowledge Series! http://bit.ly/2M2jHo7

05.01.2022 What is the PEF Long Short Equities Derivative Fund? 37% of #Australian #investors hold #investments in the #ASX. In 2017, the ASX200 index returned a mere 7.04% - not impressive. Now there's another option! Reach out to us -we'd love to hear from you!... bit.ly/2saniHI

05.01.2022 "Brisbane preview of PEF Capital's Fund presentation" Register for your ticket now (limited number available).

03.01.2022 Wesfarmers (ASX:WES) reached a record of more than $50 last week. What are some key drivers behind the conglomerate? The demerger of the Coles business was anticipated to Wesfarmers up to $44.50 - less than the $50 it reached last week. Wesfarmers exited its Curragh mining business in late 2017 when metallurgical coal was at its height, leaving it $700M for growth businesses over the next two years. What does a slowing of Chinas economy look like? ... The Shanghai Composite Index has fallen 23% since its January peak. Tightening credit in China is affecting Australian companies like AHG which fell 10% the day Chinas HNA announced it was pulled the plug on a $400M acquisition of AGHs refrigerated logistics business. Follow PEF Capital on Twitter: http://www.twitter.com/pefcapital Follow PEF Capital on LinkedIn: https://www.linkedin.com/company/pefcapital/ Like PEF Capital on Facebook: https://www.facebook.com/PEFCapital/

02.01.2022 Looking to get investor-ready? Heres why you need a data room #startup #investor #innovation https://www.pefcapital.com.au/looking-to-get-investor-read/

02.01.2022 https://www.pefcapital.com.au/new-investment-cash-bonus/

02.01.2022 @MorganStanley values ASX:QBE at $11.90. "The outlook is for a cleaner QBE portfolio with greater underwriting discipline. Since 5 March, @PEFCapital is overweight in ASX:QBE; a favourite of ours #ausbiz #investing Also ASX:QBE calls in its fixed rate Senior Notes http://ow.ly/QDp030iSUS0

02.01.2022 https://blog-thinkcaddie-com.cdn.ampproject.org//an-inside

01.01.2022 May 2018 Wholesale Investor Sydney & Melbourne Investor Luncheons with Wholesale Investor