Rudi Filapek-Vandyck
Editor and Founder at FNArena
Here to share my own research & analysis, and to promote @FNArena. Expect to be challenged in your convictions, assuming you're sufficiently open-minded ;)
Articles
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1 week ago |
fnarena.com | Rudi Filapek-Vandyck
Always an independent thinker, Rudi has not shied away from making big out-of-consensus predictions that proved accurate later on. When Rio Tinto shares surged above $120 he wrote investors should sell. In mid-2008 he warned investors not to hold on to equities in oil producers. In August 2008 he predicted the largest sell-off in commodities stocks was about to follow. In 2009 he suggested Australian banks were an excellent buy.
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2 weeks ago |
fnarena.com | Rudi Filapek-Vandyck
Always an independent thinker, Rudi has not shied away from making big out-of-consensus predictions that proved accurate later on. When Rio Tinto shares surged above $120 he wrote investors should sell. In mid-2008 he warned investors not to hold on to equities in oil producers. In August 2008 he predicted the largest sell-off in commodities stocks was about to follow. In 2009 he suggested Australian banks were an excellent buy.
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2 weeks ago |
fnarena.com | Rudi Filapek-Vandyck
FYI | 3:25 PM By Rudi Filapek-VandyckUBS has emerged as the leading firm in the newly launched Extel Australia & New Zealand Equity Research survey, securing first place in 19 categories across research, sales, trading, and corporate access. The results, published today, reflect feedback from 336 buy-side professionals at 185 investment firms.
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2 weeks ago |
livewiremarkets.com | Rudi Filapek-Vandyck
At face value, investors are treating this year's 'Trump Slump' as your garden variety annual retreat post exuberance-driven all-time highs reached in early 2025. The numbers speak for themselves. When measured from January 1st, the ASX200 is down less than -2%, excluding any dividends paid. European markets are up for the year and so are various Emerging Markets including in Asia. Admittedly, the losses are greater in the US where the Nasdaq, for example, is still down nearly -10% year to date.
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2 weeks ago |
fnarena.com | Rudi Filapek-Vandyck
Always an independent thinker, Rudi has not shied away from making big out-of-consensus predictions that proved accurate later on. When Rio Tinto shares surged above $120 he wrote investors should sell. In mid-2008 he warned investors not to hold on to equities in oil producers. In August 2008 he predicted the largest sell-off in commodities stocks was about to follow. In 2009 he suggested Australian banks were an excellent buy.
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RBC Capital on Dyno Nobel $DNL: "Dyno Nobel (DNL) has delivered a solid 1H25 result. "Headline EBIT was -9% yoy to $174m (-1%/+8% vs RBC/Cons $176m/$161m), NPAT -27% to $88m (-1%/+13% to RBC/Cons $89m/78m). "Interim dividend of 2.4cps, (RBC 2.9cps, consensus 2.8cps)."
#stockinfocus $REA @fnarena #equities #investing #XJO https://t.co/yjLutCsY7O
Citi on $QBE Insurance: "QBE's 1Q25 update is largely as we expected and previewed in our 5 May note and confirms it is on track for its FY25 group COR guidance of ~92.5%. "As we expected, GWP is strong and up 7% compared to pcp or 8% on a constant currency basis. CAT claims