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Page 1: Emerging markets rebound ASX set to open higherGlencore Plc rose 4.4 percent, Antofagasta Plc added 2.7 percent and Anglo American Plc gained 3.3 ... 10/02/2016 BLD BORAL LIMITED Boral

Emerging markets rebound

ASX set to open higher

wise-owl.comPowered by

Page 2: Emerging markets rebound ASX set to open higherGlencore Plc rose 4.4 percent, Antofagasta Plc added 2.7 percent and Anglo American Plc gained 3.3 ... 10/02/2016 BLD BORAL LIMITED Boral

U.K. stocks advanced for a second day as a rebound in metals prices

boosted commodity producers.

Industrial metals surged as China weighed measures to support

markets that have hit multi-year lows, pushing miners to the biggest

gains on the U.K. equity benchmark. Glencore Plc rose 4.4 percent,

Antofagasta Plc added 2.7 percent and Anglo American Plc gained 3.3

percent.

The FTSE 100 Index climbed 1 percent in London. Equities rose the

most in a week yesterday as homebuilders advanced. The STOXX

Europe 600 advanced 0.9%.

Emerging-market stocks gained for the first time this week, led by

technology companies and raw-material producers, as commodity

prices extended a rebound.

The revival in industrial-metal prices followed a report that Chinese

regulators are considering a probe into short-selling on local

exchanges. Metals have slumped in 2015, with copper plunging to a

six-year low, on concern the worst economic slowdown in a quarter of

a century in China will curb demand.

European & Emerging Stocks Advance; U.S. Markets Closed

YESTERDAY IN THE INTERNATIONAL MARKETS Global Ticker Daily Change

S&P500 +0.00%

Dow Jones +0.00%

NASDAQ +0.00%

STOXX 600 +0.92%

FTSE100 +0.98%

Dax30 +1.35%

Crude Oil -1.23%

Gold +0.13%

Page 3: Emerging markets rebound ASX set to open higherGlencore Plc rose 4.4 percent, Antofagasta Plc added 2.7 percent and Anglo American Plc gained 3.3 ... 10/02/2016 BLD BORAL LIMITED Boral

The ASX gained 0.3% on Thursday to finish the day 17 points higher at

5,210 points. The market rose as high as 5,253 shortly after open, but

eased throughout the afternoon amid a lack of catalysts.

The sectors were a mixed bag yesterday with Health Care being the

strongest link rising 1.1% followed by Telecommunication, up 1%.

Materials fell 1.3% while Staples shed 0.7%.

Commonwealth Bank (CBA) was the best performing bank rising 1.5%

to finish above the $80 mark at $80.22. Westpac gained 1.2% while

ANZ added 0.4%.

BHP Billiton (BHP) fell 3.7% to $18.94. The world’s largets miner

already saw its stock falling in the London and the US markets

overnight as it continues to trade lower. September Capital Expenditure

in the Mining Sector fell more than expected which worsened investor

sentiment.

Australian Stocks Slide as Big Banks Weigh on Market

THE ASX YESTERDAY IN REVIEW AUS Ticker Change

ASX200 +0.33%

ALLORDS +0.28%

CBA +1.54%

BHP -3.71%

WBC +1.23%

NAB +0.41%

BIG +6.12%

TNE +3.67%

IAG +1.08%

Page 4: Emerging markets rebound ASX set to open higherGlencore Plc rose 4.4 percent, Antofagasta Plc added 2.7 percent and Anglo American Plc gained 3.3 ... 10/02/2016 BLD BORAL LIMITED Boral

DAILY PRICE ACTIVITY AUSTRALIA

ASX200 price action yesterday

Page 5: Emerging markets rebound ASX set to open higherGlencore Plc rose 4.4 percent, Antofagasta Plc added 2.7 percent and Anglo American Plc gained 3.3 ... 10/02/2016 BLD BORAL LIMITED Boral

UPCOMING ANNOUNCEMENTS

Courtesy of http://www.brrmedia.com/calendar

What’s coming up?

DATE CODE COMPANY ANNOUNCEMENTDATE CODE COMPANY ANNOUNCEMENT

25/11/2015 CHC CHARTER HALL GROUP 2015 Core Plus Industrial Fund (CPIF) Annual Review

25/11/2015 CMW CROMWELL PROPERTY GROUP Cromwell Property Group 2015 Annual General Meeting

26/11/2015 DYE DYESOL LIMITED Dyesol Annual General Meeting 2015

26/11/2015 GTY GATEWAY LIFESTYLE GROUP Gateway Lifestyle Group 2015 Annual General Meeting

27/11/2015 QHL QUICKSTEP HOLDINGS LIMITED Quickstep Holdings Ltd 2015 Annual General Meeting

27/11/2015 ESIENVIRONMENTAL CLEAN

TECHNOLOGIES LIMITED

Environmental Clean Technologies 2015 Annual

General Meeting

18/12/2015 GNC GRAINCORP LIMITED GrainCorp 2015 Annual General Meeting

10/02/2016 BLD BORAL LIMITED Boral Half Year Results

1/12/2019 SUN SUNCORP-METWAY LIMITED. Date Payable

2/12/2019 QBE QBE INSURANCE GROUP LIMITED Annual General Meeting

2/12/2019 HJBHAMILTON JAMES & BRUCE GROUP

LIMITEDInterim Results

2/12/2019 CHP CHAPMANS LIMITED Full Year Results

2/12/2019 MCH MURCHISON HOLDINGS LIMITED Interim Results

Page 6: Emerging markets rebound ASX set to open higherGlencore Plc rose 4.4 percent, Antofagasta Plc added 2.7 percent and Anglo American Plc gained 3.3 ... 10/02/2016 BLD BORAL LIMITED Boral

UPCOMING DIVIDENDS

Courtesy of http://www.morningstar.com.au/Stocks/UpcomingDividends

Tasty dividends & distributions

DATE CODE COMPANY ANNOUNCEMENTASX CODE COMPANY NAME EX DIVIDEND PAY DATE AMOUNT FRANKING %

GNC Graincorp 27 Nov 2015 15 Dec 2015 2.50 100.00

YTMQF2 -- 27 Nov 2015 16 Dec 2015 375.00 0.00

AYJ Australian Masters Yield Fund No 3 30 Nov 2015 10 Dec 2015 46.00 100.00

AYK Australian Masters Yield Fund No 4 30 Nov 2015 10 Dec 2015 43.00 100.00

AYZ Australian Masters Yield Fund No 5 30 Nov 2015 10 Dec 2015 53.00 100.00

NABPB -- 30 Nov 2015 17 Dec 2015 94.68 100.00

BENPF -- 01 Dec 2015 15 Dec 2015 219.82 100.00

NHH Newhaven Hotels 01 Dec 2015 14 Dec 2015 35.00 100.00

SUNPE -- 01 Dec 2015 17 Dec 2015 97.30 100.00

BTT BT Investment Mgmt 02 Dec 2015 18 Dec 2015 20.00 40.00

CWNHA HY 3M 09-72 Q RD T 02 Dec 2015 14 Dec 2015 178.88 --

CWNHB HY 3M 04-75 Q RD T 02 Dec 2015 14 Dec 2015 153.95 --

Page 7: Emerging markets rebound ASX set to open higherGlencore Plc rose 4.4 percent, Antofagasta Plc added 2.7 percent and Anglo American Plc gained 3.3 ... 10/02/2016 BLD BORAL LIMITED Boral

WHATS HOT?

DATE CODE COMPANY ANNOUNCEMENT

WHATS NOT?

DUB.asx - steaming hot SMX.asx - cooling down

Dubber aims to achieve operational

breakeven in FY16. It has recently signed an

agreement with one of the big four banks

and also aggressively promotes its intention

to expand its international footprint into the

UK, Europe and America.

SMS Management & Technology had a

weaker than expected start to FY16 and

expects first half EBITDA to be 15-20%

lower than pcp. Organisational restructure

has caused “short-term issues for sales

effectiveness.”

Page 8: Emerging markets rebound ASX set to open higherGlencore Plc rose 4.4 percent, Antofagasta Plc added 2.7 percent and Anglo American Plc gained 3.3 ... 10/02/2016 BLD BORAL LIMITED Boral

ECONOMIC NEWS

What to look out for:

DATE CODE COMPANY ANNOUNCEMENT

No economic news for

Australia

U.K. GDP data for Q3

the only significant event

tonight

U.S. markets will close

early on Friday after

Thanksgiving

Page 9: Emerging markets rebound ASX set to open higherGlencore Plc rose 4.4 percent, Antofagasta Plc added 2.7 percent and Anglo American Plc gained 3.3 ... 10/02/2016 BLD BORAL LIMITED Boral

NEWSWORTHY

This caught our attention..

DATE CODE COMPANY ANNOUNCEMENTHazer Group Seeks to Raise up to $5m in

IPO

While Initial Public Offers (IPOs) continue to boom in 2015 it

remains a challenge for investors to pick those that offer a

favourable outlook. Hazer Group Limited aims to raise $5m and

intends to list on the Australian Securities Exchange (ASX) on the

4th December.

Hazer Group focuses on advanced materials and is working

towards commercialisation of its so called ‘Hazer Process’. It has

intellectual property rights to this technology which was developed

at the University of Western Australia. The process allows the

production of hydrogen gas from methane with negligible carbon

dioxide emissions.

Read the full story here: https://www.wise-owl.com/news/hazer-

group-seeks-to-raise-up-to-5m-in-ipo

Page 10: Emerging markets rebound ASX set to open higherGlencore Plc rose 4.4 percent, Antofagasta Plc added 2.7 percent and Anglo American Plc gained 3.3 ... 10/02/2016 BLD BORAL LIMITED Boral

LATEST UPDATE FROM WISE-OWL

Big Un Limited (BIG)

CODE COMPANY ANNOUNCEMENTGrowth Portfolio: Big Un Limited (BIG)

ASX:BIG

Big Un Limited ("BIG", "the Company") is an Australian media and

technology company focused on mobile content and enterprise

marketing. BIG's principal asset is intellectual property surrounding

the Big Review TV broadcast network, which offers low cost video

production and distribution tailored for small to medium enterprises

("SME"). Since its formation in 2013, BIG has established

operations in Australia, New Zealand, Singapore, Hong Kong, USA

(New York & San Francisco) & UK (London). The Company listed on

the Australian Securities Exchange ("ASX") in December 2014 via a

reverse merger with Republic Gold Ltd.

With our valuation of $0.35/share representing a ~60 per cent

premium to recent trade, we initiate coverage with a 'speculative

buy' recommendation.

Speculative Buy | Last Price: $0.22 | Valuation: $0.35 |

Long-Term Outlook

Click here to read the full report

Page 11: Emerging markets rebound ASX set to open higherGlencore Plc rose 4.4 percent, Antofagasta Plc added 2.7 percent and Anglo American Plc gained 3.3 ... 10/02/2016 BLD BORAL LIMITED Boral

OUR VIEWS AT A GLANCE

Find below a summary of Wise-owl’s current market views

CODE COMPANY ANNOUNCEMENT

The ASX 200 is stabilising but remains in a medium-term downtrend

We continue to focus on small-mid cap stocks

We remain cautious on the resource sector

We expect international markets to benefit from lower volatility

Bullish view for European equities

There are individual opportunities on the ASX 200

Page 12: Emerging markets rebound ASX set to open higherGlencore Plc rose 4.4 percent, Antofagasta Plc added 2.7 percent and Anglo American Plc gained 3.3 ... 10/02/2016 BLD BORAL LIMITED Boral

A WISE-OWL PUBLICATION

Presented by Simon Herrmann

DATE CODE COMPANY ANNOUNCEMENT

Wise-owl.com

Discovering the Bluechips of Tomorrow

www.wise-owl.com

Wise owl specializes in identifying emerging companies and financial market trends

very early in their life cycle. The significant capital growth that often follows has earned

wise owl a formidable reputation for discovering ‘the bluechips of tomorrow’. Investors,

executives, and institutions harness this expertise through wise owl’s research, and

capital market services.

Phone: 1300 306 308

Phone (Int.): +61 2 8031 9700

Fax: 1300 304 306

Post: Suite 4.02 Level 4,139 Macquarie St, Sydney, 2000

Email: [email protected]

Follow us on Twitter | Like us on Facebook | Linkedin

Add me on Linkedin: https://au.linkedin.com/in/herrmannsimon

Page 13: Emerging markets rebound ASX set to open higherGlencore Plc rose 4.4 percent, Antofagasta Plc added 2.7 percent and Anglo American Plc gained 3.3 ... 10/02/2016 BLD BORAL LIMITED Boral

LICENSE & DISCLAIMER

DATE CODE COMPANY ANNOUNCEMENTDISCLAIMER

This report was produced by wise-owl.com Pty Ltd (ACN 097 446 369), which is an Australian financial services licensee (Licence no. 246670). Wise-

owl may have an investment banking or other commercial relationship with the issuer of any security or financial product in which you have an interest

by acting in various roles including as underwriter, dealer, holder of principal positions, banker, broker, lender, adviser or researcher. Wise-owl may

receive fees, commissions or other remuneration from such activities. Wise-owl.com Pty Ltd has made every effort to ensure that the information and

material contained in this report is accurate and correct and has been obtained from reliable sources. However, no representation is made about the

accuracy or completeness of the information and material and it should not be relied upon as a substitute for the exercise of independent judgment.

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use of, or reliance on, the material contained in this report. This report is for information purposes only and is not intended as an offer or solicitation

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WARNING: This report is intended to provide general financial product advice only. It has been prepared without having regard ed to or taking into

account any particular investor’s objectives, financial situation and/or needs. All investors should therefore consider the appropriateness of the advice,

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